13F Filings History of BRIAN LOW FINANCIAL GROUP, LLC

Latest 13F report
Q4 2025 - 13 Feb 2026
Value $
$141,117,028
Signature - Title
Ryan Westerbeck - Consultant
Location
Baton Rouge, LA
Summary
This page shows a list of all the recent 13F filings made by BRIAN LOW FINANCIAL GROUP, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. BRIAN LOW FINANCIAL GROUP, LLC reported 116 stock holdings with total value $141,117,028 as of Q4 2025. Top holdings included SWP, XOM, MSFT, AAPL, and JPM.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 116 $141,117,028 +$20,518,681 -$11,665,747 +$8,852,934 SWP, XOM, MSFT, AAPL, JPM 13F-HR 13 Feb 2026, 11:50
Q3 2025 108 $128,867,893 +$21,009,849 -$7,191,729 +$13,818,120 SWP, MSFT, XOM, AAPL, JPM 13F-HR 16 Oct 2025, 14:36
Q2 2025 100 $106,809,596 $0 $0 $0 SWP, MSFT, XOM, AAPL, MBB 13F-HR 31 Jul 2025, 14:12