BRIAN LOW FINANCIAL GROUP, LLC
RIA/Wealth
BRIAN LOW FINANCIAL GROUP, LLC is a RIA/Wealth based in Baton Rouge, LA led by Brian Wesley Low, managing $128.9M across 108 long positions as of Q3 2025 with SWP as the largest holding (13% allocation).
Managing PartnerBrian Wesley Low
- Portfolio Value
- $128.9M
- Positions
- 108
- Top Holding
- SWP at 13.41%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in BRIAN LOW FINANCIAL GROUP, LLC's portfolio (40.1% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Unknown Unknown | $17.3M | 13.41% | +$387.0K Bought | — 624.5K shares | |
Software - Infrastructure Technology | $6.0M | 4.69% | +$846.3K Bought | 0.00% 11.7K shares | |
Oil & Gas Integrated Energy | $5.5M | 4.29% | +$360.3K Bought | 0.00% 49.1K shares | |
Consumer Electronics Technology | $5.1M | 3.92% | +$688.0K Bought | 0.00% 19.9K shares | |
Banks - Diversified Financial Services | $3.2M | 2.51% | +$323.0K Bought | 0.00% 10.3K shares | |
ETF ETF | $3.1M | 2.38% | -$102.7K Sold | — 32.8K shares | |
Semiconductors Technology | $3.0M | 2.35% | +$561.2K Bought | 0.00% 9.2K shares | |
ETF ETF | $3.0M | 2.34% | -$152.6K Sold | — 31.7K shares | |
Internet Content & Information Communication Services | $3.0M | 2.34% | +$651.5K Bought | 0.00% 12.4K shares | |
ETF ETF | $2.5M | 1.90% | -$95.9K Sold | — 81.0K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in BRIAN LOW FINANCIAL GROUP, LLC's latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for BRIAN LOW FINANCIAL GROUP, LLC
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