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Brian Low Financial Group, LLC
BRIAN LOW FINANCIAL GROUP, LLC is a registered investment adviser headquartered in Baton Rouge, Louisiana. Founded in 2022, the firm provides financial advisory and retirement planning services to individual clients and families. They focus on helping clients increase income, preserve wealth, and prepare for retirement through personalized strategies. The firm operates with a small team, emphasizing tailored service and advisory expertise.
Investment Strategy
The firm's investment approach centers on customized retirement planning, with a focus on income generation and wealth preservation. Their advisory services include developing individualized investment strategies to help clients pursue unique retirement goals, often incorporating annuities, managed portfolios, and comprehensive financial planning while addressing client-specific needs and risk tolerances.
Latest 13F Filing Activity
Brian Low Financial Group, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 106 equity positions with a total 13F market value of $129M. The fund increased holdings in Apple Inc., Jefferies Finl Group Inc., Alphabet Inc. among other positions. Brian Low Financial Group, LLC reduced exposure to Ishares TR, Kinder Morgan Inc. Del, Visa Inc. among others.
Top Holdings
Equity Positions (106)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 4.69% | $6.0M | 11,665 | $500.29 | $517.95 | +$1.1M |
X XOM | EXXON MOBIL CORP | 4.29% | $5.5M | 49,068 | $108.12 | $112.75 | +$587.4K |
A AAPL | APPLE INC | 3.92% | $5.1M | 19,859 | $211.90 | $254.63 | +$1.5M |
J JPM | JPMORGAN CHASE & CO. | 2.51% | $3.2M | 10,259 | $292.46 | $315.43 | +$558.6K |
E EFA | ISHARES TR | 2.38% | $3.1M | 32,810 | $89.39 | $93.37 | +$32.3K |
Industry Allocation
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