Long-term investor
Brian Low Financial Group, LLC @brianlowfinancialgroupll
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002079080).
Record
- Tracked since 2025-06-30 (441 days), 134 trades recorded
- Returns: week n/a · month n/a · 90 days +7.6% · 6 months n/a · 1 year +18.5% · all +18.5%
- Max drawdown n/a · win rate 40% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SWP · 12.5% · long · since 2025-06-30
- 30231G102 · 3.8% · long · since 2026-06-30
- AAPL · 3.8% · long · since 2025-06-30
- MSFT · 3.7% · long · since 2025-06-30
- GOOGL · 2.6% · long · since 2025-06-30
- AVGO · 2.4% · long · since 2025-06-30
- EFA · 2.3% · long · since 2025-06-30
- MBB · 1.9% · long · since 2025-06-30
- IBM · 1.9% · long · since 2025-06-30
- LLY · 1.8% · long · since 2025-06-30
- META · 1.7% · long · since 2025-06-30
- NVDA · 1.7% · long · since 2025-06-30