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Ryan Westerbeck

Brian Low Financial Group, Llc

Assets Managed
$147.176M
Holdings
116
Last Quarter
2026 - Q1
Filed Date
1mo 6d ago
Growth Rate
4.3%(2Q avg: 6.9%)
Sustained Growth
3 quarters

Portfolio positions

This chart displays the top 10 holdings in Brian Low Financial Group, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 116 positions.

Assets under management

The assets under management (AUM) of Brian Low Financial Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 147.176M in assets, with a quarterly growth rate of 4.3% and a 2-quarter average growth rate of 6.9%. The portfolio is managed by Ryan Westerbeck, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SWP
Swp Growth & Income Etf
Recent Activity
Increased 7.75%
12.81%
$18.849M
708,588 shares@ $26.61 avg price
XOM
Exxon Mobil Corp
Recent Activity
Decreased -1.83%
5.54%
$8.15M
48,040 shares@ $169.66 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 31.89%
3.76%
$5.523M
14,919 shares@ $370.18 avg price
AAPL
Apple Inc
Recent Activity
Increased 9.79%
3.56%
$5.237M
20,634 shares@ $253.8 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 12.5%
2.47%
$3.622M
12,596 shares@ $287.57 avg price
EFA
Ishares Msci Eafe Etf
Recent Activity
Increased 7.22%
2.32%
$3.409M
35,093 shares@ $97.14 avg price
AVGO
Broadcom Inc
Recent Activity
Increased 7.97%
2.04%
$2.988M
9,655 shares@ $309.52 avg price
MBB
Ishares Mbs Etf
Recent Activity
Decreased -0.04%
2.02%
$2.96M
31,172 shares@ $94.96 avg price
SPSB
Spdr Port Shrt Trm Corp Bnd
Recent Activity
Increased 0.23%
1.64%
$2.404M
79,941 shares@ $30.08 avg price
IBM
Intl Business Machines Corp
Recent Activity
Increased 8.61%
1.61%
$2.366M
9,760 shares@ $242.41 avg price

1-10 of 116