Brian LOW Financial Group, LLC ETF holdings
Baton Rouge, LA
Reported $54.9M in 33 ETFs in its Form 13F for June 30, 2026.
ETF value
$54.9M
ETFs held
33
Change from prior quarter
+14.8%
With price moves
ETFs as a share of its 13F
32.0%
of $171.4M
Top 10 of 33 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SWP | SWP Growth & Income ETF | $21.5M | 771,572 | +62,984 shares |
| EFA | iShares MSCI EAFE ETF | $3.9M | 37,268 | +2,175 shares |
| MBB | iShares MBS ETF | $3.3M | 34,669 | +3,497 shares |
| SPSB | State Street SPDR Portfolio Short Term Corporate Bond Index ETF | $2.7M | 89,322 | +9,381 shares |
| PID | Invesco International Dividend Achievers ETF | $2.4M | 108,657 | +9,589 shares |
| IEI | iShares 3-7 Year Treasury Bond ETF | $1.9M | 16,185 | +1,596 shares |
| IWM | iShares Russell 2000 ETF | $1.7M | 5,764 | +212 shares |
| SMH | VanEck Semiconductor ETF | $1.7M | 2,561 | +54 shares |
| LQD | iShares iBoxx $ Investment Grade Corporate Bond ETF | $1.5M | 13,801 | +1,312 shares |
| SHV | iShares 0–1 Year Treasury Bond ETF | $1.2M | 11,096 | +1,238 shares |
23 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002079080. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Brian LOW Financial Group, LLC own?
Brian LOW Financial Group, LLC reported 33 ETF positions worth $54.9M in its Form 13F for June 30, 2026. The largest was SWP, at $21.5M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.