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 25.52% of Barlow Wealth Partners's stock portfolio.
- Added to shares of these 10 stocks: SFM (+$17M), BRK.B (+$16M), VEEV (+$16M), AMZN (+$14M), MELI (+$14M), MCK (+$13M), GWW (+$6.2M), FICO, FTI, INTU.
- Started 10 new stock positions in VO, PLTR, MEDP, FIX, SFM, MCK, TXRH, APP, VEEV, CBRE.
- Reduced shares in these 10 stocks: , PAYC (-$18M), NVO (-$17M), ACN (-$12M), BF.B (-$11M), VRTX (-$9.0M), UNH (-$8.6M), ELV (-$6.0M), GOOG, V.
- Sold out of its positions in STZ, HWC, LOW, MKC, NVO, PAYC, PECO, PNFP, QCOM, SHEL. TSLA, WAT, CB.
- Barlow Wealth Partners was a net buyer of stock by $9.8M.
- Barlow Wealth Partners has $899M in assets under management (AUM), dropping by 7.54%.
- Central Index Key (CIK): 0001999928
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Portfolio Holdings for Barlow Wealth Partners
Barlow Wealth Partners holds 131 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Alphabet Cap Stk Cl C (GOOG) | 7.0 | $63M | -5% | 249k | 252.53 |
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| Microsoft Corporation (MSFT) | 5.7 | $51M | 98k | 520.54 |
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| NVIDIA Corporation (NVDA) | 4.5 | $40M | 222k | 180.28 |
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| Houlihan Lokey Cl A (HLI) | 4.4 | $39M | 203k | 194.10 |
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| Visa Com Cl A (V) | 4.0 | $36M | 104k | 345.36 |
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| Costco Wholesale Corporation (COST) | 3.6 | $33M | +2% | 35k | 944.68 |
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| Apple (AAPL) | 3.5 | $31M | 121k | 258.45 |
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| Mueller Industries (MLI) | 3.5 | $31M | 299k | 104.21 |
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| Asml Holding N V N Y Registry Shs (ASML) | 3.4 | $31M | 30k | 1011.56 |
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| TJX Companies (TJX) | 3.3 | $30M | 206k | 143.06 |
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| Emcor (EME) | 2.9 | $26M | +2% | 39k | 662.93 |
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| JPMorgan Chase & Co. (JPM) | 2.8 | $25M | 86k | 294.11 |
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| Meta Platforms Cl A (META) | 2.8 | $25M | 34k | 733.41 |
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| Tko Group Holdings Cl A (TKO) | 2.7 | $24M | +2% | 130k | 186.97 |
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| Constellation Energy (CEG) | 2.7 | $24M | 69k | 350.06 |
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| MercadoLibre (MELI) | 2.7 | $24M | +126% | 12k | 2095.21 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 2.7 | $24M | +2% | 83k | 288.88 |
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| Royal Gold (RGLD) | 2.4 | $21M | +2% | 116k | 183.58 |
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| W.W. Grainger (GWW) | 2.2 | $20M | +45% | 21k | 968.02 |
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| W.R. Berkley Corporation (WRB) | 2.2 | $20M | 266k | 75.02 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.2 | $19M | +433% | 39k | 491.81 |
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| Garmin SHS (GRMN) | 2.1 | $19M | 75k | 247.55 |
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| Technipfmc (FTI) | 2.0 | $18M | +27% | 480k | 37.51 |
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| Amazon (AMZN) | 1.9 | $17M | +511% | 77k | 217.95 |
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| Sprouts Fmrs Mkt (SFM) | 1.9 | $17M | NEW | 155k | 108.10 |
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| Veeva Sys Cl A Com (VEEV) | 1.7 | $16M | NEW | 54k | 289.94 |
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| Fortinet (FTNT) | 1.7 | $16M | +2% | 184k | 84.66 |
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| Intuit (INTU) | 1.7 | $16M | +30% | 23k | 670.77 |
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| Adobe Systems Incorporated (ADBE) | 1.4 | $13M | 36k | 354.09 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 1.4 | $13M | -41% | 30k | 426.44 |
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| Morningstar (MORN) | 1.4 | $13M | +17% | 58k | 219.97 |
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| McKesson Corporation (MCK) | 1.4 | $13M | NEW | 16k | 795.62 |
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| Fair Isaac Corporation (FICO) | 1.4 | $12M | +61% | 7.9k | 1573.96 |
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| Johnson & Johnson (JNJ) | 0.5 | $4.8M | -3% | 25k | 192.94 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $4.4M | 17k | 251.69 |
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| Stock Yards Ban (SYBT) | 0.5 | $4.2M | 62k | 67.80 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.4 | $3.7M | 5.00 | 736752.00 |
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| Trane Technologies SHS (TT) | 0.3 | $2.6M | 6.4k | 408.48 |
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| Texas Roadhouse (TXRH) | 0.3 | $2.6M | NEW | 15k | 178.78 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $2.3M | -3% | 20k | 114.71 |
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| Amgen (AMGN) | 0.2 | $2.0M | 6.8k | 295.98 |
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| PNC Financial Services (PNC) | 0.2 | $1.9M | 10k | 181.19 |
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| McDonald's Corporation (MCD) | 0.2 | $1.7M | 5.5k | 310.11 |
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| Churchill Downs (CHDN) | 0.2 | $1.5M | -5% | 16k | 96.22 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $1.5M | -89% | 5.8k | 249.14 |
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| Brown Forman Corp CL B (BF.B) | 0.2 | $1.4M | -88% | 50k | 28.09 |
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| First Solar (FSLR) | 0.2 | $1.4M | 6.1k | 223.36 |
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| Automatic Data Processing (ADP) | 0.1 | $1.3M | -4% | 4.6k | 283.95 |
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| Kroger (KR) | 0.1 | $1.3M | 19k | 68.60 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $1.2M | 1.9k | 671.16 |
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| Procter & Gamble Company (PG) | 0.1 | $1.2M | -7% | 8.2k | 152.21 |
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| Illinois Tool Works (ITW) | 0.1 | $1.2M | 4.6k | 252.96 |
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| Allstate Corporation (ALL) | 0.1 | $1.2M | 5.9k | 194.79 |
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| S&p Global (SPGI) | 0.1 | $1.1M | 2.3k | 479.74 |
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| Coca-Cola Company (KO) | 0.1 | $1.1M | 16k | 70.81 |
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| Eli Lilly & Co. (LLY) | 0.1 | $1.1M | +41% | 1.3k | 812.43 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $1.1M | +10% | 1.6k | 667.75 |
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| Applied Materials (AMAT) | 0.1 | $1.0M | 4.7k | 220.56 |
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| Trustmark Corporation (TRMK) | 0.1 | $1.0M | 27k | 37.97 |
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| Stryker Corporation (SYK) | 0.1 | $993k | -5% | 2.6k | 388.35 |
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| UnitedHealth (UNH) | 0.1 | $921k | -90% | 2.5k | 361.49 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $904k | 6.5k | 138.50 |
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| Chevron Corporation (CVX) | 0.1 | $825k | -8% | 5.3k | 155.57 |
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| Abbvie (ABBV) | 0.1 | $818k | 3.6k | 228.68 |
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| Morgan Stanley Com New (MS) | 0.1 | $785k | -7% | 5.0k | 158.12 |
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| Humana (HUM) | 0.1 | $781k | +4% | 2.7k | 287.72 |
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| Walt Disney Company (DIS) | 0.1 | $773k | +86% | 6.8k | 113.08 |
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| Anthem (ELV) | 0.1 | $763k | -88% | 2.2k | 345.21 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $722k | -4% | 2.2k | 328.90 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $717k | 4.4k | 162.01 |
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| O'reilly Automotive (ORLY) | 0.1 | $708k | 7.0k | 101.21 |
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| Merck & Co (MRK) | 0.1 | $668k | -11% | 7.6k | 87.61 |
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| Honeywell International (HON) | 0.1 | $663k | 3.2k | 206.61 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $630k | +10% | 1.0k | 605.49 |
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| Nextera Energy (NEE) | 0.1 | $612k | -11% | 7.4k | 82.84 |
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| General Dynamics Corporation (GD) | 0.1 | $608k | -10% | 1.8k | 338.24 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $595k | -6% | 1.6k | 377.28 |
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| Netflix (NFLX) | 0.1 | $576k | 516.00 | 1116.37 |
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| AutoZone (AZO) | 0.1 | $568k | 142.00 | 3997.26 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $550k | -17% | 962.00 | 571.36 |
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| Colgate-Palmolive Company (CL) | 0.1 | $535k | 6.7k | 79.86 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $499k | 16k | 32.07 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $476k | 2.6k | 186.65 |
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| Philip Morris International (PM) | 0.1 | $471k | 3.0k | 156.86 |
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| Cincinnati Financial Corporation (CINF) | 0.1 | $461k | 3.0k | 155.47 |
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| Brown Forman Corp Cl A (BF.A) | 0.0 | $440k | 16k | 27.69 |
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| Capital One Financial (COF) | 0.0 | $436k | 2.0k | 220.38 |
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| Caterpillar (CAT) | 0.0 | $430k | 836.00 | 513.91 |
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| AmerisourceBergen (COR) | 0.0 | $420k | 1.3k | 330.80 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $398k | 817.00 | 487.14 |
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| Broadcom (AVGO) | 0.0 | $393k | +4% | 1.2k | 340.30 |
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| Blackrock (BLK) | 0.0 | $383k | 339.00 | 1129.68 |
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| Dover Corporation (DOV) | 0.0 | $381k | +9% | 2.3k | 167.61 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $377k | 1.2k | 308.57 |
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| American Centy Etf Tr Avantis All Eqt (AVGE) | 0.0 | $373k | 4.5k | 83.39 |
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| Oracle Corporation (ORCL) | 0.0 | $369k | -4% | 1.4k | 272.66 |
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| Genuine Parts Company (GPC) | 0.0 | $347k | 2.6k | 132.86 |
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| Pepsi (PEP) | 0.0 | $339k | -18% | 2.2k | 153.03 |
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| Wal-Mart Stores (WMT) | 0.0 | $337k | -37% | 3.1k | 107.14 |
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| Applovin Corp Com Cl A (APP) | 0.0 | $330k | NEW | 585.00 | 564.82 |
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| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.0 | $327k | 1.5k | 223.99 |
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| Us Bancorp Del Com New (USB) | 0.0 | $319k | 6.7k | 47.33 |
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| American Express Company (AXP) | 0.0 | $315k | 896.00 | 352.00 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $308k | -5% | 1.5k | 207.64 |
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| Deere & Company (DE) | 0.0 | $307k | 663.00 | 462.36 |
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| Altria (MO) | 0.0 | $306k | 4.7k | 64.43 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $287k | 4.0k | 72.30 |
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| Wp Carey (WPC) | 0.0 | $285k | 4.2k | 67.65 |
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| Mondelez Intl Cl A (MDLZ) | 0.0 | $284k | 4.6k | 61.97 |
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| F.N.B. Corporation (FNB) | 0.0 | $274k | 18k | 15.31 |
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| Air Products & Chemicals (APD) | 0.0 | $273k | 1.1k | 253.15 |
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| Home Depot (HD) | 0.0 | $272k | +3% | 698.00 | 388.97 |
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| Medtronic SHS (MDT) | 0.0 | $271k | 2.8k | 95.90 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $269k | 538.00 | 500.11 |
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| Old National Ban (ONB) | 0.0 | $256k | 12k | 20.81 |
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| Southern Company (SO) | 0.0 | $255k | 2.6k | 97.48 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $247k | 1.4k | 170.71 |
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| International Business Machines (IBM) | 0.0 | $241k | 839.00 | 287.51 |
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| Medpace Hldgs (MEDP) | 0.0 | $232k | NEW | 425.00 | 546.74 |
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| Abbott Laboratories (ABT) | 0.0 | $225k | 1.8k | 127.95 |
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| Palantir Technologies Cl A (PLTR) | 0.0 | $225k | NEW | 1.3k | 175.49 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $223k | NEW | 765.00 | 291.46 |
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| First Capital (FCAP) | 0.0 | $223k | 5.3k | 42.13 |
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| Cbre Group Cl A (CBRE) | 0.0 | $219k | NEW | 1.3k | 163.77 |
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| United Parcel Service CL B (UPS) | 0.0 | $218k | 2.5k | 87.08 |
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| Tractor Supply Company (TSCO) | 0.0 | $214k | 3.9k | 54.83 |
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| Republic Bancorp Inc Ky Cl A (RBCAA) | 0.0 | $213k | -12% | 3.0k | 69.98 |
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| Goldman Sachs (GS) | 0.0 | $213k | 286.00 | 744.60 |
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| Kimberly-Clark Corporation (KMB) | 0.0 | $210k | 1.7k | 120.21 |
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| Comfort Systems USA (FIX) | 0.0 | $209k | NEW | 264.00 | 790.72 |
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| Sypris Solutions (SYPR) | 0.0 | $51k | 25k | 2.04 |
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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 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