# EDGAR Filing Document

**Accession Number:** 0002079080
**File Stem:** 0001843867-25-000009
**Filing Date:** 2025-7
**Character Count:** 13333
**Document Hash:** 214bdb92d48279f5bfee63650936f000
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001843867-25-000009.hdr.sgml**: 20250731

**ACCESSION NUMBER**: 0001843867-25-000009

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250731

**DATE AS OF CHANGE**: 20250731

**EFFECTIVENESS DATE**: 20250731

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** BRIAN LOW FINANCIAL GROUP, LLC
- **CENTRAL INDEX KEY:** 0002079080

**ORGANIZATION NAME:**
- **EIN:** 208989650
- **STATE OF INCORPORATION:** LA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-25677
- **FILM NUMBER:** 251170940

**BUSINESS ADDRESS:**
- **STREET 1:** 4463 BLUEBONNET BOULEVARD
- **STREET 2:** SUITE B
- **CITY:** BATON ROUGE
- **STATE:** LA
- **ZIP:** 70809
- **BUSINESS PHONE:** 2252924225

**MAIL ADDRESS:**
- **STREET 1:** 4463 BLUEBONNET BOULEVARD
- **STREET 2:** SUITE B
- **CITY:** BATON ROUGE
- **STATE:** LA
- **ZIP:** 70809

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** BRIAN LOW FINANCIAL GROUP LLC<br>**Address:** 4463 BLUEBONNET BOULEVARD<br>SUITE B<br>BATON ROUGE, LA 70809

**Form 13F File Number:** 028-25677

**CRD Number (if applicable):** 000306346

**SEC File Number (if applicable):** 801-126895

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Ryan Westerbeck<br>**Title:** Consultant<br>**Phone:** 513-562-1671

**Signature, Place, and Date of Signing:**

Ryan Westerbeck  COVINGTON, KY  07-31-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 100

**Form 13F Information Table Value Total:** $106809596

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ENBRIDGE INC | COM | 29250N105 |  | 238564 | 5264 | SH |  | SOLE |  | 0 | 0 | 5264 |
| ELI LILLY  CO | COM | 532457108 |  | 1502934 | 1928 | SH |  | SOLE |  | 0 | 0 | 1928 |
| ISHARES TR | MBS ETF | 464288588 |  | 3128736 | 33323 | SH |  | SOLE |  | 0 | 0 | 33323 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 |  | 1036162 | 1464 | SH |  | SOLE |  | 0 | 0 | 1464 |
| SYSCO CORP | COM | 871829107 |  | 266378 | 3517 | SH |  | SOLE |  | 0 | 0 | 3517 |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 |  | 478800 | 2114 | SH |  | SOLE |  | 0 | 0 | 2114 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 4945021 | 45872 | SH |  | SOLE |  | 0 | 0 | 45872 |
| MICROSOFT CORP | COM | 594918104 |  | 4989666 | 10031 | SH |  | SOLE |  | 0 | 0 | 10031 |
| SPDR SERIES TRUST | PRTFLO S GW | 78464A409 |  | 417549 | 4380 | SH |  | SOLE |  | 0 | 0 | 4380 |
| FIRST TR EXCHANGE-TRADED FD | NO AMER ENERGY | 33738D101 |  | 604511 | 16116 | SH |  | SOLE |  | 0 | 0 | 16116 |
| BROADCOM INC | COM | 11135F101 |  | 2062429 | 7482 | SH |  | SOLE |  | 0 | 0 | 7482 |
| HOME DEPOT INC | COM | 437076102 |  | 936362 | 2554 | SH |  | SOLE |  | 0 | 0 | 2554 |
| ISHARES TR | CORE S ETF | 464287200 |  | 308587 | 497 | SH |  | SOLE |  | 0 | 0 | 497 |
| SHELL PLC | SPON ADS | 780259305 |  | 227424 | 3230 | SH |  | SOLE |  | 0 | 0 | 3230 |
| MEDTRONIC PLC | SHS | G5960L103 |  | 828202 | 9501 | SH |  | SOLE |  | 0 | 0 | 9501 |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 |  | 241615 | 5967 | SH |  | SOLE |  | 0 | 0 | 5967 |
| KINDER MORGAN INC DEL | COM | 49456B101 |  | 985400 | 33517 | SH |  | SOLE |  | 0 | 0 | 33517 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 280775 | 578 | SH |  | SOLE |  | 0 | 0 | 578 |
| MANAGER DIRECTED PORTFOLIOS | SWP GROWTH  INC | 56170L612 |  | 15909268 | 610486 | SH |  | SOLE |  | 0 | 0 | 610486 |
| ONEOK INC NEW | COM | 682680103 |  | 209707 | 2569 | SH |  | SOLE |  | 0 | 0 | 2569 |
| BLACKROCK INC | COM | 09290D101 |  | 889806 | 848 | SH |  | SOLE |  | 0 | 0 | 848 |
| ISHARES TR | IBOXX INV CP ETF | 464287242 |  | 1472847 | 13437 | SH |  | SOLE |  | 0 | 0 | 13437 |
| WALMART INC | COM | 931142103 |  | 456349 | 4667 | SH |  | SOLE |  | 0 | 0 | 4667 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 1148694 | 6307 | SH |  | SOLE |  | 0 | 0 | 6307 |
| ISHARES TR | 3 7 YR TREAS BD | 464288661 |  | 1819051 | 15275 | SH |  | SOLE |  | 0 | 0 | 15275 |
| TJX COS INC NEW | COM | 872540109 |  | 727603 | 5892 | SH |  | SOLE |  | 0 | 0 | 5892 |
| CAMECO CORP | COM | 13321L108 |  | 849934 | 11450 | SH |  | SOLE |  | 0 | 0 | 11450 |
| ISHARES TR | CORE DIV GRWTH | 46434V621 |  | 392852 | 6144 | SH |  | SOLE |  | 0 | 0 | 6144 |
| MPLX LP | COM UNIT REP LTD | 55336V100 |  | 243539 | 4728 | SH |  | SOLE |  | 0 | 0 | 4728 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 |  | 798771 | 6769 | SH |  | SOLE |  | 0 | 0 | 6769 |
| FREEPORT-MCMORAN INC | CL B | 35671D857 |  | 476547 | 10993 | SH |  | SOLE |  | 0 | 0 | 10993 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 204451 | 4725 | SH |  | SOLE |  | 0 | 0 | 4725 |
| CHEVRON CORP NEW | COM | 166764100 |  | 395585 | 2763 | SH |  | SOLE |  | 0 | 0 | 2763 |
| STRYKER CORPORATION | COM | 863667101 |  | 710551 | 1796 | SH |  | SOLE |  | 0 | 0 | 1796 |
| INVESCO EXCHANGE TRADED FD T | INTL DIVI ACHI | 46137V548 |  | 1955099 | 95371 | SH |  | SOLE |  | 0 | 0 | 95371 |
| EMERSON ELEC CO | COM | 291011104 |  | 858544 | 6439 | SH |  | SOLE |  | 0 | 0 | 6439 |
| SPDR SERIES TRUST | S REGL BKG | 78464A698 |  | 705613 | 11881 | SH |  | SOLE |  | 0 | 0 | 11881 |
| RTX CORPORATION | COM | 75513E101 |  | 926514 | 6345 | SH |  | SOLE |  | 0 | 0 | 6345 |
| AMAZON COM INC | COM | 023135106 |  | 970362 | 4423 | SH |  | SOLE |  | 0 | 0 | 4423 |
| AMGEN INC | COM | 031162100 |  | 309611 | 1109 | SH |  | SOLE |  | 0 | 0 | 1109 |
| TESLA INC | COM | 88160R101 |  | 449807 | 1416 | SH |  | SOLE |  | 0 | 0 | 1416 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 1960827 | 12411 | SH |  | SOLE |  | 0 | 0 | 12411 |
| SOUTHERN CO | COM | 842587107 |  | 239563 | 2609 | SH |  | SOLE |  | 0 | 0 | 2609 |
| GOLDMAN SACHS ETF TR | ACCES TREASURY | 381430529 |  | 377766 | 3772 | SH |  | SOLE |  | 0 | 0 | 3772 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 1096963 | 2502 | SH |  | SOLE |  | 0 | 0 | 2502 |
| VISA INC | COM CL A | 92826C839 |  | 730629 | 2058 | SH |  | SOLE |  | 0 | 0 | 2058 |
| ISHARES TR | CORE MSCI PAC | 46434V696 |  | 324553 | 4724 | SH |  | SOLE |  | 0 | 0 | 4724 |
| CITIGROUP INC | COM NEW | 172967424 |  | 830267 | 9754 | SH |  | SOLE |  | 0 | 0 | 9754 |
| ORACLE CORP | COM | 68389X105 |  | 1714059 | 7840 | SH |  | SOLE |  | 0 | 0 | 7840 |
| BAKER HUGHES COMPANY | CL A | 05722G100 |  | 812195 | 21184 | SH |  | SOLE |  | 0 | 0 | 21184 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 964054 | 5455 | SH |  | SOLE |  | 0 | 0 | 5455 |
| CENCORA INC | COM | 03073E105 |  | 794902 | 2651 | SH |  | SOLE |  | 0 | 0 | 2651 |
| INVESCO EXCHANGE TRADED FD T | S EQL DIS | 46137V381 |  | 666907 | 12533 | SH |  | SOLE |  | 0 | 0 | 12533 |
| SALESFORCE INC | COM | 79466L302 |  | 1193837 | 4378 | SH |  | SOLE |  | 0 | 0 | 4378 |
| ISHARES INC | MSCI JPN ETF NEW | 46434G822 |  | 702443 | 9370 | SH |  | SOLE |  | 0 | 0 | 9370 |
| EATON CORP PLC | SHS | G29183103 |  | 870342 | 2438 | SH |  | SOLE |  | 0 | 0 | 2438 |
| PUBLIC SVC ENTERPRISE GRP IN | COM | 744573106 |  | 525031 | 6237 | SH |  | SOLE |  | 0 | 0 | 6237 |
| PNC FINL SVCS GROUP INC | COM | 693475105 |  | 732631 | 3930 | SH |  | SOLE |  | 0 | 0 | 3930 |
| ALBEMARLE CORP | COM | 012653101 |  | 376647 | 6010 | SH |  | SOLE |  | 0 | 0 | 6010 |
| ISHARES TR | EXPANDED TECH | 464287515 |  | 1042002 | 9516 | SH |  | SOLE |  | 0 | 0 | 9516 |
| VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 |  | 335934 | 1213 | SH |  | SOLE |  | 0 | 0 | 1213 |
| ISHARES TR | US TRSPRTION | 464287192 |  | 610916 | 8913 | SH |  | SOLE |  | 0 | 0 | 8913 |
| APPLIED INDL TECHNOLOGIES IN | COM | 03820C105 |  | 881450 | 3792 | SH |  | SOLE |  | 0 | 0 | 3792 |
| ABBVIE INC | COM | 00287Y109 |  | 927379 | 4996 | SH |  | SOLE |  | 0 | 0 | 4996 |
| ASTRAZENECA PLC | SPONSORED ADR | 046353108 |  | 962038 | 13767 | SH |  | SOLE |  | 0 | 0 | 13767 |
| GE AEROSPACE | COM NEW | 369604301 |  | 222901 | 866 | SH |  | SOLE |  | 0 | 0 | 866 |
| ROPER TECHNOLOGIES INC | COM | 776696106 |  | 651299 | 1149 | SH |  | SOLE |  | 0 | 0 | 1149 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 |  | 294267 | 4902 | SH |  | SOLE |  | 0 | 0 | 4902 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 |  | 274256 | 1406 | SH |  | SOLE |  | 0 | 0 | 1406 |
| ENTERGY CORP NEW | COM | 29364G103 |  | 841673 | 10126 | SH |  | SOLE |  | 0 | 0 | 10126 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 2677415 | 9235 | SH |  | SOLE |  | 0 | 0 | 9235 |
| VULCAN MATLS CO | COM | 929160109 |  | 517728 | 1985 | SH |  | SOLE |  | 0 | 0 | 1985 |
| ISHARES TR | CORE MSCI EURO | 46434V738 |  | 259405 | 3918 | SH |  | SOLE |  | 0 | 0 | 3918 |
| ISHARES TR | SHORT TREAS BD | 464288679 |  | 1129267 | 10227 | SH |  | SOLE |  | 0 | 0 | 10227 |
| PROLOGIS INC. | COM | 74340W103 |  | 793264 | 7546 | SH |  | SOLE |  | 0 | 0 | 7546 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 246806 | 1549 | SH |  | SOLE |  | 0 | 0 | 1549 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 838694 | 3887 | SH |  | SOLE |  | 0 | 0 | 3887 |
| MATCH GROUP INC NEW | COM | 57667L107 |  | 557317 | 18042 | SH |  | SOLE |  | 0 | 0 | 18042 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 331045 | 1086 | SH |  | SOLE |  | 0 | 0 | 1086 |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 |  | 236035 | 8530 | SH |  | SOLE |  | 0 | 0 | 8530 |
| SPDR SERIES TRUST | PORTFOLIO SHORT | 78464A474 |  | 2541504 | 84184 | SH |  | SOLE |  | 0 | 0 | 84184 |
| NEWMARKET CORP | COM | 651587107 |  | 387572 | 561 | SH |  | SOLE |  | 0 | 0 | 561 |
| META PLATFORMS INC | CL A | 30303M102 |  | 372169 | 504 | SH |  | SOLE |  | 0 | 0 | 504 |
| SPDR SERIES TRUST | PORTFOLIO S | 78464A854 |  | 280511 | 3859 | SH |  | SOLE |  | 0 | 0 | 3859 |
| DICKS SPORTING GOODS INC | COM | 253393102 |  | 824472 | 4168 | SH |  | SOLE |  | 0 | 0 | 4168 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 808420 | 11645 | SH |  | SOLE |  | 0 | 0 | 11645 |
| DIGITAL RLTY TR INC | COM | 253868103 |  | 938593 | 5384 | SH |  | SOLE |  | 0 | 0 | 5384 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 1711734 | 9713 | SH |  | SOLE |  | 0 | 0 | 9713 |
| VANECK ETF TRUST | SEMICONDUCTR ETF | 92189F676 |  | 863691 | 3097 | SH |  | SOLE |  | 0 | 0 | 3097 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 784670 | 1270 | SH |  | SOLE |  | 0 | 0 | 1270 |
| UBER TECHNOLOGIES INC | COM | 90353T100 |  | 299960 | 3215 | SH |  | SOLE |  | 0 | 0 | 3215 |
| TARGET CORP | COM | 87612E106 |  | 696606 | 7061 | SH |  | SOLE |  | 0 | 0 | 7061 |
| UNION PAC CORP | COM | 907818108 |  | 748698 | 3254 | SH |  | SOLE |  | 0 | 0 | 3254 |
| APPLE INC | COM | 037833100 |  | 3520013 | 17157 | SH |  | SOLE |  | 0 | 0 | 17157 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 260726 | 459 | SH |  | SOLE |  | 0 | 0 | 459 |
| AMERICAN ELEC PWR CO INC | COM | 025537101 |  | 239167 | 2305 | SH |  | SOLE |  | 0 | 0 | 2305 |
| ISHARES TR | MSCI EAFE ETF | 464287465 |  | 3031185 | 33910 | SH |  | SOLE |  | 0 | 0 | 33910 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 1435563 | 4870 | SH |  | SOLE |  | 0 | 0 | 4870 |
| AT INC | COM | 00206R102 |  | 247426 | 8550 | SH |  | SOLE |  | 0 | 0 | 8550 |
| BLACKSTONE INC | COM | 09260D107 |  | 911989 | 6097 | SH |  | SOLE |  | 0 | 0 | 6097 |

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