Barlow Wealth Partners
Latest statistics and disclosures from Barlow Wealth Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are GOOG, MSFT, NVDA, HLI, V, and represent 25.94% of Barlow Wealth Partners's stock portfolio.
- Added to shares of these 10 stocks: AJG (+$23M), AMZN, MCK, V, SCHW, MSFT, NFLX, BRK.B, COST, TSM.
- Started 7 new stock positions in CB, HWC, ONTO, AJG, MLM, TSLA, SCHW.
- Reduced shares in these 10 stocks: SFM (-$17M), ASML (-$8.4M), MELI (-$6.0M), CEG (-$5.6M), MLI (-$5.5M), GOOG, VEEV, RGLD, MORN, AMGN.
- Sold out of its positions in KMB, PLTR, SFM.
- Barlow Wealth Partners was a net seller of stock by $-20M.
- Barlow Wealth Partners has $927M in assets under management (AUM), dropping by 3.10%.
- Central Index Key (CIK): 0001999928
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Portfolio Holdings for Barlow Wealth Partners
Barlow Wealth Partners holds 135 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Alphabet Cap Stk Cl C (GOOG) | 8.4 | $78M | -5% | 236k | 329.14 |
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| Microsoft Corporation (MSFT) | 5.1 | $48M | 99k | 479.28 |
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| NVIDIA Corporation (NVDA) | 4.4 | $41M | 222k | 184.86 |
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| Houlihan Lokey Cl A (HLI) | 4.0 | $37M | 204k | 181.77 |
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| Visa Com Cl A (V) | 4.0 | $37M | 106k | 349.77 |
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| TJX Companies (TJX) | 3.5 | $32M | 205k | 157.81 |
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| Costco Wholesale Corporation (COST) | 3.5 | $32M | 35k | 924.88 |
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| Apple (AAPL) | 3.4 | $32M | 122k | 259.37 |
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| Mueller Industries (MLI) | 3.4 | $32M | -14% | 255k | 123.60 |
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| Asml Holding N V N Y Registry Shs (ASML) | 3.3 | $30M | -21% | 24k | 1273.90 |
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| JPMorgan Chase & Co. (JPM) | 3.0 | $28M | 85k | 329.19 |
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| Royal Gold (RGLD) | 3.0 | $28M | -2% | 113k | 245.20 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 2.9 | $27M | 84k | 323.63 |
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| Tko Group Holdings Cl A (TKO) | 2.8 | $26M | 131k | 199.63 |
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| Emcor (EME) | 2.8 | $26M | 40k | 646.27 |
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| Technipfmc (FTI) | 2.6 | $24M | 485k | 50.07 |
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| Arthur J. Gallagher & Co. (AJG) | 2.5 | $23M | NEW | 89k | 264.59 |
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| Meta Platforms Cl A (META) | 2.4 | $23M | 35k | 653.06 |
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| Amazon (AMZN) | 2.4 | $22M | +15% | 89k | 247.38 |
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| W.W. Grainger (GWW) | 2.3 | $21M | 21k | 1029.84 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.2 | $20M | 40k | 499.11 |
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| MercadoLibre (MELI) | 2.1 | $19M | -24% | 8.7k | 2178.43 |
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| W.R. Berkley Corporation (WRB) | 2.0 | $19M | 270k | 68.44 |
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| Constellation Energy (CEG) | 1.9 | $18M | -23% | 53k | 342.52 |
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| Garmin SHS (GRMN) | 1.7 | $16M | 76k | 212.25 |
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| Intuit (INTU) | 1.6 | $15M | 23k | 646.89 |
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| Fortinet (FTNT) | 1.6 | $14M | 182k | 79.22 |
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| McKesson Corporation (MCK) | 1.5 | $14M | +7% | 17k | 816.04 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 1.5 | $14M | 30k | 463.86 |
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| Fair Isaac Corporation (FICO) | 1.4 | $13M | 7.9k | 1665.55 |
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| Morningstar (MORN) | 1.3 | $12M | -3% | 56k | 216.82 |
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| Adobe Systems Incorporated (ADBE) | 1.3 | $12M | 36k | 333.95 |
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| Veeva Sys Cl A Com (VEEV) | 1.0 | $8.9M | -31% | 37k | 240.12 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $5.6M | 17k | 328.57 |
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| Johnson & Johnson (JNJ) | 0.5 | $4.9M | -2% | 24k | 204.39 |
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| Stock Yards Ban (SYBT) | 0.4 | $4.1M | 62k | 66.70 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.4 | $3.7M | 5.00 | 748060.00 |
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| Texas Roadhouse (TXRH) | 0.3 | $2.7M | 15k | 183.15 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $2.4M | 20k | 124.61 |
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| PNC Financial Services (PNC) | 0.2 | $2.3M | 10k | 217.55 |
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| Trane Technologies SHS (TT) | 0.2 | $2.2M | -11% | 5.6k | 381.71 |
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| Amgen (AMGN) | 0.2 | $1.9M | -16% | 5.7k | 326.10 |
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| Churchill Downs (CHDN) | 0.2 | $1.8M | 16k | 108.24 |
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| McDonald's Corporation (MCD) | 0.2 | $1.7M | 5.5k | 307.32 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $1.6M | -4% | 5.6k | 280.67 |
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| Eli Lilly & Co. (LLY) | 0.2 | $1.5M | +7% | 1.4k | 1063.56 |
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| First Solar (FSLR) | 0.2 | $1.4M | 6.1k | 238.66 |
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| Applied Materials (AMAT) | 0.2 | $1.4M | 4.7k | 301.18 |
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| Allstate Corporation (ALL) | 0.1 | $1.3M | 5.9k | 212.21 |
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| Automatic Data Processing (ADP) | 0.1 | $1.2M | 4.6k | 266.02 |
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| Illinois Tool Works (ITW) | 0.1 | $1.1M | -3% | 4.5k | 255.12 |
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| S&p Global (SPGI) | 0.1 | $1.1M | -9% | 2.1k | 541.94 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $1.1M | 1.6k | 694.10 |
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| Kroger (KR) | 0.1 | $1.1M | 19k | 59.51 |
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| Procter & Gamble Company (PG) | 0.1 | $1.1M | -4% | 7.8k | 141.87 |
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| Coca-Cola Company (KO) | 0.1 | $1.1M | 16k | 70.51 |
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| Trustmark Corporation (TRMK) | 0.1 | $1.1M | 27k | 40.09 |
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| Brown Forman Corp CL B (BF.B) | 0.1 | $1.0M | -18% | 40k | 25.96 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $1.0M | -20% | 1.5k | 697.08 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $944k | 6.5k | 144.60 |
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| Stryker Corporation (SYK) | 0.1 | $939k | 2.6k | 367.54 |
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| Morgan Stanley Com New (MS) | 0.1 | $925k | 5.0k | 186.32 |
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| UnitedHealth (UNH) | 0.1 | $871k | 2.5k | 343.98 |
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| Chevron Corporation (CVX) | 0.1 | $869k | 5.4k | 162.11 |
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| Merck & Co (MRK) | 0.1 | $833k | 7.5k | 110.53 |
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| Anthem (ELV) | 0.1 | $822k | 2.2k | 372.83 |
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| Abbvie (ABBV) | 0.1 | $802k | 3.6k | 220.08 |
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| Walt Disney Company (DIS) | 0.1 | $771k | -2% | 6.7k | 115.88 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $752k | 2.2k | 342.40 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $728k | 4.4k | 164.48 |
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| Honeywell International (HON) | 0.1 | $671k | 3.2k | 207.38 |
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| O'reilly Automotive (ORLY) | 0.1 | $656k | 7.0k | 93.80 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $654k | 1.6k | 414.47 |
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| General Dynamics Corporation (GD) | 0.1 | $636k | 1.8k | 353.89 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $631k | -3% | 1.0k | 626.65 |
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| Humana (HUM) | 0.1 | $630k | -16% | 2.3k | 276.89 |
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| Nextera Energy (NEE) | 0.1 | $610k | +3% | 7.6k | 79.89 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $556k | 966.00 | 575.54 |
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| Colgate-Palmolive Company (CL) | 0.1 | $546k | 6.7k | 81.48 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $517k | NEW | 5.2k | 100.17 |
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| Caterpillar (CAT) | 0.1 | $516k | 836.00 | 617.62 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $511k | 16k | 32.86 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $502k | 2.6k | 196.82 |
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| Broadcom (AVGO) | 0.1 | $500k | +25% | 1.4k | 344.97 |
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| Capital One Financial (COF) | 0.1 | $492k | 2.0k | 249.20 |
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| Philip Morris International (PM) | 0.1 | $488k | 3.0k | 162.61 |
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| AutoZone (AZO) | 0.1 | $486k | 142.00 | 3421.17 |
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| Cincinnati Financial Corporation (CINF) | 0.1 | $483k | 3.0k | 162.99 |
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| Dover Corporation (DOV) | 0.0 | $458k | 2.3k | 201.89 |
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| Netflix (NFLX) | 0.0 | $453k | +880% | 5.1k | 89.46 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $444k | 817.00 | 542.92 |
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| AmerisourceBergen (COR) | 0.0 | $426k | 1.3k | 335.69 |
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| Applovin Corp Com Cl A (APP) | 0.0 | $418k | +10% | 645.00 | 647.72 |
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| American Centy Etf Tr Avantis All Eqt (AVGE) | 0.0 | $397k | 4.5k | 88.76 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $391k | 1.2k | 320.07 |
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| Wal-Mart Stores (WMT) | 0.0 | $381k | +5% | 3.3k | 114.53 |
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| Us Bancorp Del Com New (USB) | 0.0 | $372k | 6.7k | 55.21 |
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| Blackrock (BLK) | 0.0 | $368k | 339.00 | 1085.10 |
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| Comfort Systems USA (FIX) | 0.0 | $368k | +37% | 364.00 | 1010.41 |
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| American Express Company (AXP) | 0.0 | $337k | 896.00 | 375.61 |
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| Genuine Parts Company (GPC) | 0.0 | $335k | 2.6k | 128.34 |
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| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.0 | $334k | 1.5k | 227.18 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $329k | 1.5k | 222.06 |
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| Deere & Company (DE) | 0.0 | $324k | 663.00 | 488.08 |
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| F.N.B. Corporation (FNB) | 0.0 | $317k | 18k | 17.56 |
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| Pepsi (PEP) | 0.0 | $303k | -2% | 2.2k | 139.91 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $302k | 4.0k | 75.96 |
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| Old National Ban (ONB) | 0.0 | $286k | 12k | 23.27 |
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| Oracle Corporation (ORCL) | 0.0 | $285k | +5% | 1.4k | 198.52 |
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| Air Products & Chemicals (APD) | 0.0 | $284k | 1.1k | 263.72 |
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| Brown Forman Corp Cl A (BF.A) | 0.0 | $281k | -32% | 11k | 26.13 |
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| Home Depot (HD) | 0.0 | $280k | +7% | 748.00 | 374.64 |
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| Wp Carey (WPC) | 0.0 | $280k | 4.2k | 66.50 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $276k | 1.5k | 190.29 |
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| Medtronic SHS (MDT) | 0.0 | $276k | 2.8k | 97.53 |
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| United Parcel Service CL B (UPS) | 0.0 | $273k | 2.5k | 108.06 |
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| First Capital (FCAP) | 0.0 | $273k | 5.3k | 51.51 |
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| Altria (MO) | 0.0 | $273k | 4.7k | 57.53 |
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| Goldman Sachs (GS) | 0.0 | $269k | 286.00 | 938.98 |
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| International Business Machines (IBM) | 0.0 | $255k | 839.00 | 304.22 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $253k | 538.00 | 470.61 |
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| Medpace Hldgs (MEDP) | 0.0 | $253k | 425.00 | 595.00 |
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| Mondelez Intl Cl A (MDLZ) | 0.0 | $253k | 4.6k | 55.09 |
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| Hancock Holding Company (HWC) | 0.0 | $235k | NEW | 3.5k | 68.07 |
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| Onto Innovation (ONTO) | 0.0 | $233k | NEW | 1.2k | 189.65 |
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| Abbott Laboratories (ABT) | 0.0 | $230k | +3% | 1.8k | 125.92 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $229k | 765.00 | 298.66 |
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| Southern Company (SO) | 0.0 | $228k | 2.6k | 87.01 |
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| Cbre Group Cl A (CBRE) | 0.0 | $222k | 1.3k | 165.46 |
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| Republic Bancorp Inc Ky Cl A (RBCAA) | 0.0 | $213k | 3.0k | 69.95 |
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| Tesla Motors (TSLA) | 0.0 | $211k | NEW | 473.00 | 445.01 |
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| Chubb (CB) | 0.0 | $207k | NEW | 673.00 | 306.81 |
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| Tractor Supply Company (TSCO) | 0.0 | $201k | 3.9k | 51.51 |
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| Martin Marietta Materials (MLM) | 0.0 | $200k | NEW | 300.00 | 666.67 |
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| Sypris Solutions (SYPR) | 0.0 | $64k | 25k | 2.55 |
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Past Filings by Barlow Wealth Partners
SEC 13F filings are viewable for Barlow Wealth Partners going back to 2023
- Barlow Wealth Partners 2025 Q4 filed Jan. 15, 2026
- Barlow Wealth Partners 2025 Q3 filed Nov. 3, 2025
- Barlow Wealth Partners 2025 Q2 filed July 29, 2025
- Barlow Wealth Partners 2025 Q1 filed April 28, 2025
- Barlow Wealth Partners 2024 Q4 filed Jan. 17, 2025
- Barlow Wealth Partners 2024 Q3 filed Oct. 8, 2024
- Barlow Wealth Partners 2024 Q2 filed July 31, 2024
- Barlow Wealth Partners 2024 Q1 filed April 18, 2024
- Barlow Wealth Partners 2023 Q4 filed Feb. 6, 2024