BRIAN LOW FINANCIAL GROUP, LLC

Q3 2026 13F-HR Holdings

Location
Baton Rouge, LA
Holdings as of
9/30/2026
Date filed
10/28/2026
Form type
13F-HR
Num holdings
120
Total value ($000)
$179,431
Net value change ($000)
+8,002 (4.7%)
New positions
16
Sold out positions
12
Turnover %
11.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/28/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
NVDA 4,403 151.5%
LRCX 1,715 NEW
CAT 1,538 NEW
STM 1,327 482.5%
MSFT 1,266 20.1%
GLW 1,258 NEW
EXXONMOBIL HOLDINGS CORP COM SHS 1,229 19.0%
AAPL 1,130 17.6%
META 1,040 34.8%
URA 911 NEW
Top Reduces (Value $000, Stocks/ETFs)
ORCL -2,457 -100.0%
RRR -1,676 -100.0%
BKNG -1,498 -100.0%
PGR -1,493 -100.0%
TPB -1,325 -100.0%
DKS -1,310 -100.0%
IWV -917 -100.0%
CNQ -870 -100.0%
SWP -791 -3.7%
ETN -279 -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