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BLFG

Brian Low Financial Group Portfolio holdings

AUM $147M
1-Year Est. Return 24.82%
This Fund
S&P 500
This Quarter Est. Return
+3.24%
1 Year Est. Return
+24.82%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$141M
AUM Growth
+$12.2M
Cap. Flow
+$8.98M
Cap. Flow %
6.36%
Top 10 Hldgs %
38.03%
Holding
126
New
18
Increased
46
Reduced
44
Closed
10

Top Buys

Rank Stock Value
1
META icon
Meta Platforms (Facebook)
META
+$1.57M
2
ORCL icon
Oracle
ORCL
+$1.32M
3
SWP
SWP Growth & Income ETF
SWP
+$936K
4
DRI icon
Darden Restaurants
DRI
+$897K
5
SIMO icon
Silicon Motion
SIMO
+$863K

Top Sells

Rank Stock Value
1
ETN icon
Eaton
ETN
+$1.07M
2
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$905K
3
SYK icon
Stryker
SYK
+$834K
4
MTCH icon
Match Group
MTCH
+$807K
5
HD icon
Home Depot
HD
+$807K

Sector Composition

Rank Sector Weight
1 Technology 17.07%
2 Financials 9.94%
3 Energy 7.7%
4 Healthcare 6.72%
5 Industrials 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DGRO icon
76
iShares Core Dividend Growth ETF
DGRO
$42.8B
$435K 0.31%
6,261
+63
+1% +$4.33K
SPYG icon
77
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$50.6B
$418K 0.3%
3,917
-905
-19% -$95.9K
VOO icon
78
Vanguard S&P 500 ETF
VOO
$968B
$411K 0.29%
655
+19
+3% +$11.8K
NEU icon
79
NewMarket
NEU
$7.13B
$386K 0.27%
561
– –
PEG icon
80
Public Service Enterprise Group
PEG
$39.5B
$384K 0.27%
4,779
-1,610
-25% -$131K
AMGN icon
81
Amgen
AMGN
$203B
$368K 0.26%
1,125
+8
+0.7% +$2.54K
SPDW icon
82
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$39.8B
$367K 0.26%
8,260
+1,463
+22% +$63.9K
CRM icon
83
Salesforce
CRM
$142B
$346K 0.25%
1,307
-2,727
-68% -$678K
BRK.B icon
84
Berkshire Hathaway Class B
BRK.B
$1.07T
$338K 0.24%
673
+20
+3% +$9.95K
IVV icon
85
iShares Core S&P 500 ETF
IVV
$869B
$323K 0.23%
471
-171
-27% -$116K
SPYM
86
State Street SPDR Portfolio S&P 500 ETF
SPYM
$159B
$308K 0.22%
3,844
-15
-0.4% -$1.19K
ESTA icon
87
Establishment Labs
ESTA
$2.71B
$304K 0.22%
4,174
-1,264
-23% -$76.3K
UBER icon
88
Uber
UBER
$139B
$295K 0.21%
3,613
+392
+12% +$35.3K
VBK icon
89
Vanguard Small-Cap Growth ETF
VBK
$23.3B
$289K 0.2%
956
-100
-9% -$30.2K
HD icon
90
Home Depot
HD
$335B
$286K 0.2%
832
-2,202
-73% -$807K
CVX icon
91
Chevron
CVX
$378B
$281K 0.2%
1,847
-43
-2% -$6.55K
SHEL icon
92
Shell
SHEL
$239B
$281K 0.2%
3,830
+600
+19% +$44.2K
SYY icon
93
Sysco
SYY
$40.2B
$267K 0.19%
3,617
– –
AEP icon
94
American Electric Power
AEP
$72.7B
$266K 0.19%
2,305
– –
GE icon
95
GE Aerospace
GE
$375B
$266K 0.19%
862
-55
-6% -$16.6K
PLTR icon
96
Palantir
PLTR
$315B
$258K 0.18%
1,453
+217
+18% +$39.3K
SCHV
97
Schwab US Large-Cap Value ETF
SCHV
$15.8B
$253K 0.18%
8,530
– –
MPLX icon
98
MPLX
MPLX
$59.2B
$252K 0.18%
4,728
– –
GLDM icon
99
SPDR Gold MiniShares Trust
GLDM
$27.8B
$251K 0.18%
+2,937
New +$241K
IEMG icon
100
iShares Core MSCI Emerging Markets ETF
IEMG
$150B
$248K 0.18%
3,693
-397
-10% -$26.6K
2 3
4
5 6

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SFP
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Brian Low Financial Group's Q4 2025 Portfolio in Review

As of Q4 2025, Brian Low Financial Group held 126 positions worth $141M, up 9.5% from $129M the previous quarter. Its ten largest holdings account for 38% of the portfolio.

Brian Low Financial Group deployed $8.98M of net new capital in Q4 2025, opening 18 new positions and adding to 46 existing holdings. Its largest new stake was Darden Restaurants: 4,921 shares worth $906K.

By sector, the portfolio is most concentrated in Technology at 17% of assets, down from 18% a quarter earlier, followed by Financials and Energy.

On the sell side, the largest reduction was Home Depot, an estimated $807K trimmed.

  • Brian Low Financial Group's largest Q4 2025 buy was Darden Restaurants: 4,921 shares worth $906K.
  • Brian Low Financial Group added most to Meta Platforms (Facebook) in Q4 2025, an estimated $1.57M increase.
  • Brian Low Financial Group's biggest Q4 2025 reduction was Home Depot, cutting an estimated $807K.
  • Brian Low Financial Group fully exited Eaton in Q4 2025, selling an estimated $1.07M.
  • Brian Low Financial Group's ten largest holdings make up 38% of its $141M portfolio in Q4 2025.
  • Brian Low Financial Group opened 18 new positions and closed 10 in Q4 2025.
  • Brian Low Financial Group's portfolio value rose 9.5% quarter-over-quarter to $141M.

Based on Brian Low Financial Group's 13F filing for Q4 2025, filed 13 Feb 2026.