BRIAN LOW FINANCIAL GROUP, LLC

Q2 2026 13F-HR Holdings

Location
Baton Rouge, LA
Holdings as of
6/30/2026
Date filed
7/28/2026
Form type
13F-HR
Num holdings
116
Total value ($000)
$171,429
Net value change ($000)
+24,253 (16.5%)
New positions
13
Sold out positions
13
Turnover %
18.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/20/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
EXXONMOBIL HOLDINGS CORP COM SHS 6,463 NEW
SWP 2,652 14.1%
RRR 1,676 NEW
PGR 1,493 NEW
WMT 1,387 150.8%
TPB 1,325 NEW
LLY 1,225 65.8%
AAPL 1,199 22.9%
AVGO 1,131 37.9%
URI 1,118 95.6%
Top Reduces (Value $000, Stocks/ETFs)
XOM -8,150 -100.0%
STM -1,735 -86.3%
TOL -1,530 -100.0%
FLS -1,417 -100.0%
TM -1,262 -100.0%
UPS -1,257 -100.0%
SIMO -1,178 -100.0%
CRM -882 -100.0%
EMLP -736 -100.0%
ITB -656 -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