BRIAN LOW FINANCIAL GROUP, LLC

All 13F Filings

Location
Baton Rouge, LA
Most recent 13F
Q2 2026
Holdings value ($000)
171,429
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 7/28/2026 116 171,429 13F-HR BRIAN LOW FINANCIAL GROUP, LLC
Q1 2026 4/20/2026 116 147,176 13F-HR BRIAN LOW FINANCIAL GROUP, LLC
Q4 2025 2/13/2026 116 141,117 13F-HR BRIAN LOW FINANCIAL GROUP, LLC
Q3 2025 10/16/2025 108 128,868 13F-HR BRIAN LOW FINANCIAL GROUP, LLC
Q2 2025 7/31/2025 100 106,810 13F-HR BRIAN LOW FINANCIAL GROUP, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 116.6 K 68.0% 17.18 K 0 17.18 K
ETFs 54.85 K 32.0% 7.068 K 0 7.068 K
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Fund Snapshot

Q2 2026
Latest filed
7/28/2026
Total value ($000)
171,429
Holdings
116
QoQ value change ($000)
24,253 (16.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.