BRIAN LOW FINANCIAL GROUP, LLC

Q1 2026 13F-HR Holdings

Location
Baton Rouge, LA
Holdings as of
3/31/2026
Date filed
4/20/2026
Form type
13F-HR
Num holdings
116
Total value ($000)
$147,176
Net value change ($000)
+6,059 (4.3%)
New positions
13
Sold out positions
13
Turnover %
11.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
XOM 2,261 38.4%
AZN 1,807 NEW
STM 1,172 139.9%
BDX 801 NEW
DAL 778 NEW
RSPN 704 NEW
KRE 653 NEW
SWP 580 3.2%
CRM 536 154.9%
NVDA 510 29.2%
Top Reduces (Value $000, Stocks/ETFs)
JEF -1,844 -100.0%
JPM -1,564 -44.1%
AZN -1,553 -100.0%
AIT -1,432 -100.0%
SMG -870 -100.0%
NKE -809 -100.0%
DUK -731 -100.0%
BUG -663 -100.0%
KTB -661 -100.0%
URA -496 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type