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BRIAN LOW FINANCIAL GROUP, LLC
hedge fundUpdated 8 days agoManaged by Brian Low Financial Group, Llc • Latest filing Q3 2026
Portfolio value
$179.4M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
37.8%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 4 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $141.1M |
| Q1 2026 | $147.2M |
| Q2 2026 | $171.4M |
| Q3 2026 | $179.4M |
Top holdings
120 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A SWP GROWTH & INCOME ETF | $20.7M | 766.0K | 11.54% | Trimmed(-0.7%) |
| 2 | $7.7M | 47.3K | 4.29% | Trimmed(-0.0%) | |
| 3 | $7.6M | 22.7K | 4.22% | Added(+2.1%) | |
| 4 | $7.6M | 14.7K | 4.22% | Trimmed(-12.7%) | |
| 5 | $7.3M | 32.0K | 4.07% | Added(+120.3%) | |
| 6 | $4.3M | 12.5K | 2.41% | Added(+2.2%) | |
| 7 | $4M | 5.6K | 2.24% | Added(+4.7%) | |
| 8 | $4M | 38.2K | 2.21% | Added(+2.4%) | |
| 9 | $4M | 11.3K | 2.21% | Added(+3.3%) | |
| 10 | $3.4M | 15.6K | 1.91% | Added(+33.8%) | |
| 11 | $3.1M | 35.1K | 1.75% | Added(+1.3%) | |
| 12 | $3M | 2.6K | 1.69% | Added(+2.0%) | |
| 13 | $2.9M | 8.7K | 1.60% | Added(+10.8%) | |
| 14 | $2.7M | 90.6K | 1.49% | Added(+1.4%) | |
| 15 | $2.6M | 13.8K | 1.47% | Added(+4.9%) | |
| 16 | $2.5M | 19.2K | 1.39% | Added(+4.4%) | |
| 17 | $2.4M | 112.2K | 1.34% | Added(+3.3%) | |
| 18 | $2.4M | 18.1K | 1.34% | Added(+44.8%) | |
| 19 | $2.4M | 9.1K | 1.33% | Added(+4.3%) | |
| 20 | $2.3M | 33.3K | 1.30% | Added(+14.7%) |