BRIAN LOW FINANCIAL GROUP, LLC

CIK 0002079080 · Q2 2026

13F Equity AUM

$171.4M

+16.5% QoQ

Positions

116

0 QoQ

AUM Rank

#8,686

Top 69%

Skill Alpha (FF)

—

Building track record (4q)

Quarters Tracked

~1 years

Portfolio Concentration

Top 5: 26.3%Top 10: 36.6%Top 20: 51.4%

SWP12.5%

EXXONMOBIL HOLDINGS CORP COM SHS3.8%

AAPL3.8%

MSFT3.7%

GOOGL2.6%

AVGO2.4%

EFA2.3%

MBB1.9%

IBM1.9%

LLY1.8%

Others (106)63.4%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services27.8%

Technology17.1%

Fund12.5%

Healthcare6.7%

Industrials6.1%

Unclassified5.9%

Consumer Cyclical5.9%

Communication Services4.4%

Other13.5%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 116Median: 0.57%Avg: 0.86%

0–0.5%

54(10.6%)

0.5–1%

26(20.1%)

1–3%

32(45.5%)

3–5%

3(11.2%)

5%+

1(12.5%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 116vs 20 funds

0%Low

116

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New13Increased74Decreased21Exited13

New Positions

EXXONMOBIL HOLDINGS …3.8%

+47K

RRR1.0%

+26K

PGR0.9%

+7K

TPB0.8%

+16K

IWV0.5%

+2K

FDN0.4%

+3K

AMD0.2%

+608

AMAT0.2%

+386

DDOG0.1%

+912

GEV0.1%

+176

Increased

SWP12.5%

+63K(+9%)

PSEC0.1%

+15K(+37%)

WMT1.4%

+13K(+175%)

VUG0.6%

+10K(+489%)

PID1.4%

+10K(+10%)

SPSB1.6%

+9K(+12%)

BKNG0.9%

+8K(+7902%)

DAL1.1%

+8K(+66%)

CRC0.5%

+6K(+35%)

CCO0.8%

+6K(+72%)

Decreased

STM0.2%

-54,503(-94%)

TSLA0.3%

-346(-20%)

SPYM0.1%

-343(-11%)

EMXC0.2%

-333(-10%)

GOOGL2.6%

-323(-3%)

ESTA0.2%

-236(-5%)

GQ90.2%

-125(-10%)

IPAC0.1%

-115(-4%)

IEMG0.2%

-114(-3%)

VTV0.5%

-97(-2%)

Exited

XOM

-48,040

TOL

-11,213

FLS

-19,271

-6,125

-12,775

-10,495

-4,727

-16,855

-7,240

-3,137

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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