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, V, AAPL, and represent 25.74% of Barlow Wealth Partners's stock portfolio.
- Added to shares of these 10 stocks: APH (+$26M), SPGI (+$23M), XOM, CRM, LLY, COST, BTSG, AAPL, VRTX, TJX.
- Started 10 new stock positions in BTSG, A, INTC, WWD, CSCO, APH, QGRO, XOM, T, VUG.
- Reduced shares in these 10 stocks: FICO (-$16M), INTU (-$12M), MORN (-$9.5M), FTI (-$7.1M), RGLD (-$6.7M), , TKO, FTNT, , HLI.
- Sold out of its positions in ADBE, APP, CMI, Exxon Mobil Corporation, FICO, MORN, NOW.
- Barlow Wealth Partners was a net seller of stock by $-5.2M.
- Barlow Wealth Partners has $970M in assets under management (AUM), dropping by 4.82%.
- Central Index Key (CIK): 0001999928
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Portfolio Holdings for Barlow Wealth Partners
Barlow Wealth Partners holds 152 positions in its portfolio as reported in the September 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Alphabet Cap Stk Cl C (GOOG) | 6.2 | $60M | 174k | 344.59 |
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| Microsoft Corporation (MSFT) | 5.6 | $55M | 103k | 529.30 |
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| NVIDIA Corporation (NVDA) | 5.6 | $54M | 228k | 239.24 |
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| Visa Com Cl A (V) | 4.2 | $41M | 111k | 370.64 |
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| Apple (AAPL) | 4.1 | $40M | 120k | 333.63 |
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| Costco Wholesale Corporation (COST) | 3.5 | $34M | +2% | 36k | 935.69 |
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| McKesson Corporation (MCK) | 3.2 | $32M | 34k | 921.66 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 3.2 | $31M | 17k | 1834.05 |
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| Mueller Industries (MLI) | 3.0 | $30M | 469k | 63.13 |
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| TJX Companies (TJX) | 3.0 | $29M | 214k | 137.03 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.0 | $29M | 58k | 505.54 |
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| JPMorgan Chase & Co. (JPM) | 2.9 | $28M | 86k | 331.28 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 2.9 | $28M | 58k | 482.30 |
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| W.W. Grainger (GWW) | 2.8 | $27M | 21k | 1275.53 |
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| Emcor (EME) | 2.7 | $27M | 32k | 824.53 |
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| Fortinet (FTNT) | 2.7 | $27M | -11% | 139k | 191.27 |
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| Amphenol Corp Cl A (APH) | 2.7 | $26M | NEW | 298k | 88.62 |
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| salesforce (CRM) | 2.6 | $25M | +14% | 110k | 224.99 |
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| Charles Schwab Corporation (SCHW) | 2.5 | $24M | 253k | 96.80 |
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| Ferrari Nv Ord (RACE) | 2.5 | $24M | 63k | 386.50 |
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| S&p Global (SPGI) | 2.4 | $24M | +2767% | 60k | 396.13 |
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| Houlihan Lokey Cl A (HLI) | 2.4 | $23M | -12% | 180k | 127.94 |
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| Garmin SHS (GRMN) | 2.2 | $22M | 77k | 279.21 |
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| Uber Technologies (UBER) | 2.1 | $20M | 292k | 69.08 |
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| Technipfmc (FTI) | 2.1 | $20M | -25% | 288k | 69.89 |
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| Constellation Energy (CEG) | 2.1 | $20M | 67k | 300.40 |
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| Royal Gold (RGLD) | 2.0 | $20M | -25% | 85k | 234.35 |
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| W.R. Berkley Corporation (WRB) | 2.0 | $19M | 274k | 69.65 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 1.7 | $16M | +3% | 32k | 502.31 |
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| Tko Group Holdings Cl A (TKO) | 1.6 | $16M | -20% | 88k | 176.46 |
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| Johnson & Johnson (JNJ) | 0.6 | $6.2M | 24k | 254.78 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $5.9M | 17k | 347.68 |
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| Stock Yards Ban (SYBT) | 0.5 | $4.7M | 60k | 77.07 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.4 | $3.8M | 5.00 | 758166.00 |
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| Exxonmobil Holdings Corp Com Shs (XOM) | 0.3 | $3.3M | NEW | 20k | 164.48 |
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| Eli Lilly & Co. (LLY) | 0.3 | $3.0M | +79% | 2.6k | 1157.49 |
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| Trane Technologies SHS (TT) | 0.3 | $2.6M | -3% | 5.4k | 476.41 |
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| Amazon (AMZN) | 0.3 | $2.4M | 9.5k | 256.29 |
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| Texas Roadhouse (TXRH) | 0.2 | $2.4M | 15k | 163.57 |
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| Applied Materials (AMAT) | 0.2 | $2.3M | 4.4k | 530.27 |
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| Amgen (AMGN) | 0.2 | $2.3M | 5.7k | 402.60 |
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| PNC Financial Services (PNC) | 0.2 | $2.3M | 10k | 220.17 |
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| Coca-Cola Company (KO) | 0.1 | $1.4M | +2% | 17k | 86.17 |
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| Allstate Corporation (ALL) | 0.1 | $1.3M | 5.9k | 224.27 |
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| McDonald's Corporation (MCD) | 0.1 | $1.3M | 5.5k | 232.45 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $1.3M | 1.6k | 782.77 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.1 | $1.3M | 1.6k | 779.13 |
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| Illinois Tool Works (ITW) | 0.1 | $1.2M | 4.6k | 267.14 |
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| Trustmark Corporation (TRMK) | 0.1 | $1.2M | 27k | 45.19 |
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| Automatic Data Processing (ADP) | 0.1 | $1.2M | 4.5k | 262.36 |
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| Churchill Downs (CHDN) | 0.1 | $1.2M | -2% | 15k | 78.21 |
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| Chevron Corporation (CVX) | 0.1 | $1.2M | +5% | 5.7k | 207.58 |
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| Abbvie (ABBV) | 0.1 | $1.2M | 4.3k | 266.69 |
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| Procter & Gamble Company (PG) | 0.1 | $1.1M | +2% | 7.6k | 148.42 |
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| First Solar (FSLR) | 0.1 | $1.1M | 6.1k | 179.80 |
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| Brown Forman Corp CL B (BF.B) | 0.1 | $1.1M | +2% | 41k | 26.35 |
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| Merck & Co (MRK) | 0.1 | $1.1M | 7.6k | 141.94 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $1.0M | 6.5k | 160.71 |
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| Kroger (KR) | 0.1 | $1.0M | 18k | 58.41 |
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| Morgan Stanley Com New (MS) | 0.1 | $948k | 5.0k | 191.02 |
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| UnitedHealth (UNH) | 0.1 | $933k | 2.5k | 376.32 |
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| Anthem (ELV) | 0.1 | $882k | 2.2k | 400.09 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $879k | 3.2k | 278.86 |
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| Vanguard Index Fds MRNGSTR TTL STK (VTI) | 0.1 | $862k | +2% | 2.3k | 382.54 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $850k | -7% | 4.4k | 193.40 |
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| O'reilly Automotive (ORLY) | 0.1 | $806k | 9.5k | 85.14 |
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| Caterpillar (CAT) | 0.1 | $799k | +10% | 925.00 | 863.44 |
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| Deere & Company (DE) | 0.1 | $797k | +74% | 1.2k | 682.79 |
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| Humana (HUM) | 0.1 | $774k | 1.9k | 404.21 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $768k | 1.0k | 759.66 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $724k | 4.4k | 164.44 |
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| MercadoLibre (MELI) | 0.1 | $721k | 388.00 | 1857.99 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $712k | 19k | 36.93 |
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| Stryker Corporation (SYK) | 0.1 | $705k | 2.5k | 278.20 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $704k | 1.2k | 566.58 |
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| Walt Disney Company (DIS) | 0.1 | $687k | +3% | 6.6k | 104.03 |
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| Brightspring Health Svcs (BTSG) | 0.1 | $668k | NEW | 11k | 63.75 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $641k | +48% | 2.2k | 297.25 |
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| Comfort Systems USA (FIX) | 0.1 | $636k | 350.00 | 1817.96 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $629k | 1.6k | 382.27 |
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| Nextera Energy (NEE) | 0.1 | $594k | 7.6k | 77.88 |
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| General Dynamics Corporation (GD) | 0.1 | $590k | 1.8k | 331.33 |
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| Philip Morris International (PM) | 0.1 | $571k | 3.0k | 190.40 |
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| Colgate-Palmolive Company (CL) | 0.1 | $570k | 6.5k | 87.25 |
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| Vanguard Index Fds Mrngstr Val Etf (VTV) | 0.1 | $559k | 2.6k | 219.01 |
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| Broadcom (AVGO) | 0.1 | $540k | 1.4k | 375.83 |
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| Wal-Mart Stores (WMT) | 0.1 | $534k | +49% | 5.0k | 107.20 |
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| Meta Platforms Cl A (META) | 0.1 | $492k | 666.00 | 738.88 |
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| Cincinnati Financial Corporation (CINF) | 0.0 | $484k | 3.0k | 163.08 |
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| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.0 | $462k | 1.5k | 309.95 |
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| American Centy Etf Tr Avantis All Eqt (AVGE) | 0.0 | $448k | 4.5k | 100.07 |
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| Vanguard Index Fds Mrngstr Lrg Cap (VV) | 0.0 | $439k | 1.2k | 359.59 |
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| Dover Corporation (DOV) | 0.0 | $436k | 2.3k | 191.88 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $417k | 817.00 | 510.12 |
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| AutoZone (AZO) | 0.0 | $412k | 142.00 | 2898.57 |
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| Duke Energy Corp Com New (DUK) | 0.0 | $398k | 3.4k | 115.66 |
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| AmerisourceBergen (COR) | 0.0 | $390k | -2% | 1.2k | 316.37 |
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| Capital One Financial (COF) | 0.0 | $387k | 2.0k | 195.82 |
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| Us Bancorp Com New (USB) | 0.0 | $386k | 6.7k | 57.29 |
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| Onto Innovation (ONTO) | 0.0 | $386k | 1.2k | 313.71 |
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| Blackrock (BLK) | 0.0 | $366k | 339.00 | 1079.42 |
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| Corning Incorporated (GLW) | 0.0 | $359k | 2.1k | 168.97 |
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| Vanguard Index Fds MRNGSTR SML CP V (VBR) | 0.0 | $349k | 1.5k | 235.28 |
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| First Capital (FCAP) | 0.0 | $347k | 5.4k | 64.59 |
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| Honeywell International (HON) | 0.0 | $344k | 1.6k | 212.87 |
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| Woodward Governor Company (WWD) | 0.0 | $341k | NEW | 1.0k | 332.56 |
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| Netflix (NFLX) | 0.0 | $339k | -2% | 4.9k | 68.69 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $333k | 4.0k | 83.81 |
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| Genuine Parts Company (GPC) | 0.0 | $332k | 2.6k | 127.38 |
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| F.N.B. Corporation (FNB) | 0.0 | $318k | 18k | 17.28 |
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| Altria (MO) | 0.0 | $318k | -2% | 4.6k | 68.55 |
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| Pepsi (PEP) | 0.0 | $310k | +32% | 2.5k | 125.71 |
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| Old National Ban (ONB) | 0.0 | $306k | 12k | 24.89 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $305k | 11k | 27.60 |
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| Fastenal Company (FAST) | 0.0 | $303k | 6.0k | 50.81 |
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| United Parcel Svcs CL B (UPS) | 0.0 | $302k | 3.2k | 93.11 |
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| Phillips 66 (PSX) | 0.0 | $295k | 1.1k | 269.79 |
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| Dell Technologies CL C (DELL) | 0.0 | $290k | 505.00 | 574.00 |
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| Brown Forman Corp Cl A (BF.A) | 0.0 | $290k | 11k | 26.90 |
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| United Cmnty Bks Ga Cap Stk (UCB) | 0.0 | $288k | +41% | 8.5k | 33.72 |
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| Republic Bancorp Inc Ky Cl A (RBCAA) | 0.0 | $284k | 3.0k | 93.29 |
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| Advanced Micro Devices (AMD) | 0.0 | $281k | -3% | 432.00 | 649.42 |
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| American Express Company (AXP) | 0.0 | $274k | 900.00 | 304.55 |
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| Mondelez Intl Cl A (MDLZ) | 0.0 | $274k | 4.6k | 59.62 |
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| Wp Carey (WPC) | 0.0 | $269k | 4.2k | 64.01 |
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| Intuit (INTU) | 0.0 | $264k | -97% | 911.00 | 289.85 |
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| Medpace Hldgs (MEDP) | 0.0 | $261k | 432.00 | 602.90 |
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| Goldman Sachs (GS) | 0.0 | $257k | 286.00 | 897.18 |
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| Waters Corporation (WAT) | 0.0 | $256k | 586.00 | 436.43 |
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| Honeywell Aerospace (HONA) | 0.0 | $254k | 1.6k | 157.39 |
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| Air Products & Chemicals (APD) | 0.0 | $254k | -16% | 902.00 | 281.00 |
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| Hancock Holding Company (HWC) | 0.0 | $251k | 3.5k | 72.72 |
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| Vanguard Index Fds Mrngstr Mid Cap (VO) | 0.0 | $248k | 3.1k | 80.98 |
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| Medtronic SHS (MDT) | 0.0 | $246k | 2.8k | 87.09 |
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| American Centy Etf Tr Us Quality Grow (QGRO) | 0.0 | $243k | NEW | 2.0k | 118.72 |
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| Intel Corporation (INTC) | 0.0 | $241k | NEW | 2.1k | 112.50 |
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| Shell Spon Ads (SHEL) | 0.0 | $239k | 2.5k | 97.62 |
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| Palantir Technologies Cl A (PLTR) | 0.0 | $236k | -20% | 1.2k | 192.07 |
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| At&t (T) | 0.0 | $228k | NEW | 9.3k | 24.43 |
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| Chubb (CB) | 0.0 | $225k | 673.00 | 334.21 |
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| Southern Company (SO) | 0.0 | $224k | 2.6k | 85.44 |
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| Home Depot (HD) | 0.0 | $222k | 775.00 | 286.69 |
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| Shore Bancshares (SHBI) | 0.0 | $221k | 9.8k | 22.65 |
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| Cisco Systems (CSCO) | 0.0 | $221k | NEW | 1.9k | 117.94 |
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| Tesla Motors (TSLA) | 0.0 | $220k | -24% | 578.00 | 380.68 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $216k | 301.00 | 716.20 |
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| Vanguard Index Fds Mrngstr Grwt Etf (VUG) | 0.0 | $215k | NEW | 2.3k | 92.64 |
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| Agilent Technologies Inc C ommon (A) | 0.0 | $210k | NEW | 1.2k | 169.33 |
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| International Business Machines (IBM) | 0.0 | $210k | +12% | 948.00 | 221.29 |
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| Oracle Corporation (ORCL) | 0.0 | $208k | 1.4k | 144.77 |
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| Microchip Technology (MCHP) | 0.0 | $205k | 2.5k | 81.26 |
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| AFLAC Incorporated (AFL) | 0.0 | $201k | 1.8k | 113.63 |
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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 2026 Q3 filed Oct. 15, 2026
- Barlow Wealth Partners 2026 Q2 filed July 14, 2026
- Barlow Wealth Partners 2026 Q1 filed April 21, 2026
- 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