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Disclosed positions
BRIAN LOW FINANCIAL GROUP, LLC: source evidence dated 2026-07-29T03:59:59.999Z.
- Issuer
- SWP GROWTH & INCOME ETF
- Ticker
- SWP
- Class
- ETF
- Reported value
- $21,501,002
- Reported amount
- 771,572
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0002079080-26-000003Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
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| SWP GROWTH & INCOME ETF | SWP | ETF | $21,501,002 | 771,572 | SH | None |
| EXXONMOBIL HOLDINGS CORP COM SHS | XOM | Stock | $6,462,548 | 47,268 | SH | None |
| APPLE INC COM | AAPL | Stock | $6,435,813 | 22,242 | SH | None |
| MICROSOFT CORP COM | MSFT | Stock | $6,297,099 | 16,881 | SH | None |
| ALPHABET INC CAP STK CL A | GOOGL | Stock | $4,385,967 | 12,273 | SH | None |
| BROADCOM INC COM | AVGO | Stock | $4,119,485 | 10,905 | SH | None |
| ISHARES MSCI EAFE ETF | EFA | ETF | $3,871,374 | 37,268 | SH | None |
| ISHARES MBS ETF | MBB | ETF | $3,276,904 | 34,669 | SH | None |
| INTERNATIONAL BUSINESS MACHS COM | IBM | Stock | $3,274,014 | 11,643 | SH | None |
| ELI LILLY & CO COM | LLY | Stock | $3,087,333 | 2,574 | SH | None |
| META PLATFORMS INC CL A | META | Stock | $2,988,473 | 5,305 | SH | None |
| NVIDIA CORPORATION COM | NVDA | Stock | $2,907,479 | 14,531 | SH | None |
| STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | SPSB | ETF | $2,680,540 | 89,322 | SH | None |
| JPMORGAN CHASE & CO COM | JPM | Stock | $2,563,915 | 7,833 | SH | None |
| PROLOGIS INC. COM | PLD | REIT | $2,487,357 | 18,361 | SH | None |
| ORACLE CORP COM | ORCL | Stock | $2,456,591 | 16,763 | SH | None |
| INVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETF | PID | ETF | $2,412,183 | 108,657 | SH | None |
| PHILIP MORRIS INTL INC COM | PM | Stock | $2,377,881 | 13,144 | SH | None |
| WALMART INC COM | WMT | Stock | $2,307,266 | 20,371 | SH | None |
| UNITED RENTALS INC COM | URI | Stock | $2,287,305 | 2,019 | SH | None |
| ABBVIE INC COM | ABBV | Stock | $2,206,426 | 8,768 | SH | None |
| RTX CORPORATION COM | RTX | Stock | $2,032,887 | 10,715 | SH | None |
| ASTRAZENECA PLC ORD | AZN | ADR | $2,031,209 | 10,712 | SH | None |
| CITIGROUP INC COM NEW | C | Stock | $2,023,164 | 14,455 | SH | None |
| PNC FINL SVCS GROUP INC COM | PNC | Stock | $1,964,509 | 7,979 | SH | None |
| AMERICAN EXPRESS CO COM | AXP | Stock | $1,906,715 | 5,637 | SH | None |
| ISHARES 3-7 YEAR TREASURY BOND ETF | IEI | ETF | $1,900,961 | 16,185 | SH | None |
| TJX COS INC NEW COM | TJX | Stock | $1,895,720 | 12,513 | SH | None |
| BLACKSTONE INC COM | BX | Stock | $1,855,421 | 15,768 | SH | None |
| GOLDMAN SACHS GROUP INC COM | GS | Stock | $1,852,946 | 1,832 | SH | None |
| TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | TSM | ADR | $1,840,077 | 3,853 | SH | None |
| NEXTERA ENERGY INC COM | NEE | Stock | $1,828,087 | 20,828 | SH | None |
| FREEPORT MCMORAN INC CL B | FCX | Stock | $1,827,956 | 29,066 | SH | None |
| EMERSON ELEC CO COM | EMR | Stock | $1,825,299 | 12,751 | SH | None |
| DELTA AIR LINES INC COM NEW | DAL | Stock | $1,818,971 | 19,421 | SH | None |
| ISHARES RUSSELL 2000 ETF | IWM | ETF | $1,731,902 | 5,764 | SH | None |
| VANECK SEMICONDUCTOR ETF | SMH | ETF | $1,679,734 | 2,561 | SH | None |
| RED ROCK RESORTS INC CL A | RRR | Stock | $1,675,555 | 25,754 | SH | None |
| CENCORA INC COM | COR | Stock | $1,660,244 | 5,867 | SH | None |
| DIGITAL RLTY TR INC COM | DLR | REIT | $1,620,350 | 9,023 | SH | None |
| UNION PAC CORP COM | UNP | Stock | $1,578,543 | 5,803 | SH | None |
| MEDTRONIC PLC SHS | MDT | Stock | $1,551,536 | 19,833 | SH | None |
| ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | LQD | ETF | $1,505,255 | 13,801 | SH | None |
| BOOKING HOLDINGS INC COM | BKNG | Stock | $1,497,572 | 8,402 | SH | None |
| BLACKROCK INC COM | BLK | Stock | $1,495,264 | 1,555 | SH | None |
| PROGRESSIVE CORP COM | PGR | Stock | $1,492,669 | 6,833 | SH | None |
| ENBRIDGE INC COM | ENB | Stock | $1,436,077 | 26,491 | SH | None |
| DARDEN RESTAURANTS INC COM | DRI | Stock | $1,410,962 | 6,849 | SH | None |
| CAMECO CORP COM | CCJ | Stock | $1,362,072 | 13,372 | SH | None |
| BECTON DICKINSON & CO COM | BDX | Stock | $1,342,448 | 8,871 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.