Barlow Wealth Partners
Latest statistics and disclosures from Barlow Wealth Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are GOOG, NVDA, MSFT, V, AAPL, and represent 23.99% of Barlow Wealth Partners's stock portfolio.
- Added to shares of these 10 stocks: UBER (+$21M), MCK (+$14M), MLI (+$12M), INTU (+$7.4M), CRM, CEG, NOW, NVDA, TJX, SCHW.
- Started 14 new stock positions in WAT, VOO, NOW, PSX, UBER, DELL, HONA, AMD, FAST, SCHF. SHBI, MCHP, DUK, HON.
- Reduced shares in these 10 stocks: AMZN (-$20M), GOOG (-$9.3M), ASML, ADBE, FTI, EME, FICO, TKO, AAPL, Honeywell International.
- Sold out of its positions in T, Honeywell International.
- Barlow Wealth Partners was a net buyer of stock by $22M.
- Barlow Wealth Partners has $926M in assets under management (AUM), dropping by 2.84%.
- Central Index Key (CIK): 0001999928
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Portfolio Holdings for Barlow Wealth Partners
Barlow Wealth Partners holds 149 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Alphabet Cap Stk Cl C (GOOG) | 6.7 | $62M | -13% | 173k | 358.71 |
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| NVIDIA Corporation (NVDA) | 5.0 | $46M | 226k | 204.12 |
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| Microsoft Corporation (MSFT) | 4.2 | $39M | 102k | 383.34 |
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| Visa Com Cl A (V) | 4.1 | $38M | 109k | 347.53 |
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| Apple (AAPL) | 4.0 | $37M | -3% | 118k | 313.39 |
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| Costco Wholesale Corporation (COST) | 3.7 | $34M | 36k | 953.14 |
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| TJX Companies (TJX) | 3.5 | $32M | 209k | 152.79 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 3.2 | $29M | -11% | 17k | 1768.60 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.1 | $28M | 57k | 494.79 |
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| W.W. Grainger (GWW) | 3.0 | $28M | 21k | 1349.76 |
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| JPMorgan Chase & Co. (JPM) | 3.0 | $28M | 85k | 330.62 |
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| McKesson Corporation (MCK) | 3.0 | $28M | +96% | 34k | 818.65 |
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| Houlihan Lokey Cl A (HLI) | 3.0 | $28M | 206k | 134.31 |
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| Technipfmc (FTI) | 3.0 | $27M | -11% | 389k | 70.39 |
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| Mueller Industries (MLI) | 2.8 | $26M | +82% | 464k | 55.74 |
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| Charles Schwab Corporation (SCHW) | 2.7 | $25M | 249k | 101.70 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 2.7 | $25M | 58k | 436.98 |
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| Fortinet (FTNT) | 2.7 | $25M | -2% | 158k | 156.71 |
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| Emcor (EME) | 2.7 | $25M | -12% | 32k | 768.99 |
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| Ferrari Nv Ord (RACE) | 2.5 | $23M | 62k | 375.03 |
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| Royal Gold (RGLD) | 2.3 | $22M | 113k | 191.93 |
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| Tko Group Holdings Cl A (TKO) | 2.3 | $21M | -12% | 111k | 192.91 |
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| Uber Technologies (UBER) | 2.3 | $21M | NEW | 288k | 73.60 |
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| W.R. Berkley Corporation (WRB) | 2.1 | $19M | 271k | 71.28 |
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| Garmin SHS (GRMN) | 2.0 | $19M | 76k | 243.53 |
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| Constellation Energy (CEG) | 1.7 | $16M | +27% | 66k | 244.52 |
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| salesforce (CRM) | 1.7 | $16M | +43% | 96k | 166.58 |
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| Fair Isaac Corporation (FICO) | 1.7 | $16M | -17% | 13k | 1266.09 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 1.7 | $15M | 31k | 498.43 |
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| Intuit (INTU) | 1.2 | $11M | +191% | 41k | 272.10 |
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| Morningstar (MORN) | 1.0 | $9.5M | 58k | 165.03 |
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| Johnson & Johnson (JNJ) | 0.7 | $6.4M | 25k | 263.40 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $6.2M | 17k | 361.92 |
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| Stock Yards Ban (SYBT) | 0.5 | $4.6M | 62k | 75.37 |
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| Adobe Systems Incorporated (ADBE) | 0.5 | $4.3M | -45% | 20k | 220.94 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.4 | $3.7M | 5.00 | 748250.00 |
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| Servicenow (NOW) | 0.4 | $3.3M | NEW | 31k | 107.78 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $2.8M | 20k | 141.13 |
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| Trane Technologies SHS (TT) | 0.3 | $2.6M | 5.6k | 472.28 |
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| Texas Roadhouse (TXRH) | 0.3 | $2.6M | 15k | 181.68 |
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| PNC Financial Services (PNC) | 0.3 | $2.6M | 10k | 246.53 |
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| Applied Materials (AMAT) | 0.3 | $2.5M | -7% | 4.4k | 570.50 |
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| Amazon (AMZN) | 0.3 | $2.3M | -89% | 9.6k | 243.61 |
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| Amgen (AMGN) | 0.2 | $2.1M | 5.7k | 367.99 |
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| Eli Lilly & Co. (LLY) | 0.2 | $1.8M | 1.4k | 1215.83 |
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| McDonald's Corporation (MCD) | 0.2 | $1.5M | 5.5k | 278.25 |
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| Allstate Corporation (ALL) | 0.2 | $1.5M | 5.9k | 251.17 |
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| First Solar (FSLR) | 0.1 | $1.4M | 6.1k | 224.30 |
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| Coca-Cola Company (KO) | 0.1 | $1.3M | +3% | 16k | 83.40 |
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| Churchill Downs (CHDN) | 0.1 | $1.3M | 16k | 85.30 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $1.2M | 1.6k | 749.06 |
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| Trustmark Corporation (TRMK) | 0.1 | $1.2M | 27k | 45.06 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.1 | $1.2M | 1.6k | 745.37 |
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| Illinois Tool Works (ITW) | 0.1 | $1.2M | +6% | 4.6k | 265.10 |
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| Automatic Data Processing (ADP) | 0.1 | $1.1M | 4.6k | 241.37 |
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| Procter & Gamble Company (PG) | 0.1 | $1.1M | -4% | 7.4k | 148.40 |
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| Abbvie (ABBV) | 0.1 | $1.1M | +19% | 4.3k | 252.74 |
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| Morgan Stanley Com New (MS) | 0.1 | $1.1M | 5.0k | 218.07 |
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| Kroger (KR) | 0.1 | $1.0M | 18k | 59.32 |
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| UnitedHealth (UNH) | 0.1 | $1.0M | 2.4k | 425.60 |
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| Brown Forman Corp CL B (BF.B) | 0.1 | $1.0M | 40k | 25.78 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $1.0M | 6.5k | 155.82 |
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| Chevron Corporation (CVX) | 0.1 | $944k | 5.4k | 175.97 |
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| Merck & Co (MRK) | 0.1 | $944k | 7.5k | 125.99 |
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| Anthem (ELV) | 0.1 | $918k | 2.2k | 416.08 |
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| S&p Global (SPGI) | 0.1 | $894k | 2.1k | 430.79 |
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| Stryker Corporation (SYK) | 0.1 | $835k | 2.6k | 326.85 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $809k | 2.2k | 368.25 |
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| O'reilly Automotive (ORLY) | 0.1 | $804k | +24% | 9.5k | 84.98 |
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| Caterpillar (CAT) | 0.1 | $793k | 836.00 | 948.08 |
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| Humana (HUM) | 0.1 | $765k | -13% | 1.9k | 396.37 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $716k | 1.0k | 711.44 |
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| MercadoLibre (MELI) | 0.1 | $702k | -9% | 388.00 | 1809.38 |
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| General Dynamics Corporation (GD) | 0.1 | $673k | 1.8k | 374.31 |
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| Nextera Energy (NEE) | 0.1 | $667k | 7.6k | 87.44 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $660k | +24% | 19k | 34.23 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $649k | -13% | 4.7k | 137.19 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $646k | +28% | 1.2k | 519.86 |
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| Walt Disney Company (DIS) | 0.1 | $620k | -3% | 6.4k | 96.70 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $616k | +5% | 1.6k | 374.45 |
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| Colgate-Palmolive Company (CL) | 0.1 | $608k | 6.5k | 93.04 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $602k | +300% | 3.2k | 191.12 |
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| Comfort Systems USA (FIX) | 0.1 | $590k | -3% | 350.00 | 1684.94 |
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| Philip Morris International (PM) | 0.1 | $561k | 3.0k | 187.07 |
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| Broadcom (AVGO) | 0.1 | $559k | 1.4k | 388.70 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $555k | 2.6k | 217.64 |
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| Cincinnati Financial Corporation (CINF) | 0.1 | $538k | 3.0k | 181.56 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $528k | 4.4k | 119.22 |
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| Dover Corporation (DOV) | 0.1 | $480k | 2.3k | 211.47 |
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| American Centy Etf Tr Avantis All Eqt (AVGE) | 0.0 | $439k | 4.5k | 98.08 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $438k | 1.5k | 301.42 |
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| AutoZone (AZO) | 0.0 | $436k | 142.00 | 3070.17 |
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| Duke Energy Corp Com New (DUK) | 0.0 | $436k | NEW | 3.4k | 126.79 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $431k | 817.00 | 527.96 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $419k | 1.2k | 343.37 |
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| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.0 | $412k | 1.5k | 275.81 |
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| Us Bancorp Com New (USB) | 0.0 | $411k | 6.7k | 61.00 |
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| Meta Platforms Cl A (META) | 0.0 | $410k | -11% | 679.00 | 603.12 |
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| Deere & Company (DE) | 0.0 | $398k | 667.00 | 596.74 |
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| AmerisourceBergen (COR) | 0.0 | $393k | 1.3k | 309.57 |
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| Corning Incorporated (GLW) | 0.0 | $391k | 2.1k | 184.03 |
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| Netflix (NFLX) | 0.0 | $383k | 5.1k | 75.59 |
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| Capital One Financial (COF) | 0.0 | $379k | 2.0k | 191.95 |
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| Wal-Mart Stores (WMT) | 0.0 | $376k | 3.3k | 113.10 |
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| Honeywell Aerospace (HONA) | 0.0 | $363k | NEW | 1.6k | 224.35 |
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| Onto Innovation (ONTO) | 0.0 | $359k | 1.2k | 291.45 |
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| United Parcel Svcs CL B (UPS) | 0.0 | $357k | +22% | 3.2k | 109.94 |
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| Honeywell International (HON) | 0.0 | $356k | NEW | 1.6k | 220.36 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $354k | 1.5k | 238.86 |
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| Altria (MO) | 0.0 | $345k | 4.7k | 72.81 |
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| F.N.B. Corporation (FNB) | 0.0 | $337k | 18k | 18.41 |
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| Blackrock (BLK) | 0.0 | $336k | 339.00 | 990.34 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $328k | 4.0k | 82.68 |
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| First Capital (FCAP) | 0.0 | $326k | 5.4k | 60.85 |
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| Genuine Parts Company (GPC) | 0.0 | $325k | 2.6k | 124.73 |
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| Air Products & Chemicals (APD) | 0.0 | $320k | 1.1k | 296.75 |
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| Applovin Corp Com Cl A (APP) | 0.0 | $320k | 612.00 | 522.18 |
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| Old National Ban (ONB) | 0.0 | $317k | 12k | 25.73 |
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| Tesla Motors (TSLA) | 0.0 | $303k | +51% | 770.00 | 394.06 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $302k | NEW | 11k | 27.29 |
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| American Express Company (AXP) | 0.0 | $301k | 896.00 | 336.39 |
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| Wp Carey (WPC) | 0.0 | $297k | 4.2k | 70.52 |
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| Goldman Sachs (GS) | 0.0 | $295k | 286.00 | 1029.64 |
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| Brown Forman Corp Cl A (BF.A) | 0.0 | $284k | 11k | 26.36 |
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| Fastenal Company (FAST) | 0.0 | $278k | NEW | 6.0k | 46.51 |
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| Mondelez Intl Cl A (MDLZ) | 0.0 | $273k | 4.6k | 59.48 |
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| Republic Bancorp Inc Ky Cl A (RBCAA) | 0.0 | $267k | 3.0k | 87.73 |
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| Pepsi (PEP) | 0.0 | $264k | 1.9k | 142.51 |
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| Home Depot (HD) | 0.0 | $261k | 775.00 | 336.21 |
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| Hancock Holding Company (HWC) | 0.0 | $254k | 3.5k | 73.74 |
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| International Business Machines (IBM) | 0.0 | $253k | 839.00 | 302.05 |
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| Southern Company (SO) | 0.0 | $253k | 2.6k | 96.38 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $245k | +300% | 3.1k | 80.14 |
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| Chubb (CB) | 0.0 | $239k | 673.00 | 355.09 |
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| Medtronic SHS (MDT) | 0.0 | $232k | 2.8k | 82.01 |
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| Advanced Micro Devices (AMD) | 0.0 | $231k | NEW | 447.00 | 517.40 |
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| Medpace Hldgs (MEDP) | 0.0 | $230k | 432.00 | 531.99 |
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| Dell Technologies CL C (DELL) | 0.0 | $218k | NEW | 505.00 | 431.97 |
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| Waters Corporation (WAT) | 0.0 | $216k | NEW | 586.00 | 368.13 |
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| Shore Bancshares (SHBI) | 0.0 | $215k | NEW | 9.7k | 22.22 |
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| Microchip Technology (MCHP) | 0.0 | $215k | NEW | 2.5k | 85.49 |
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| AFLAC Incorporated (AFL) | 0.0 | $215k | 1.8k | 121.44 |
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| Cummins (CMI) | 0.0 | $215k | 321.00 | 669.21 |
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| United Cmnty Bks Ga Cap Stk (UCB) | 0.0 | $208k | 6.0k | 34.59 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $206k | NEW | 301.00 | 685.26 |
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| Palantir Technologies Cl A (PLTR) | 0.0 | $206k | 1.6k | 132.22 |
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| Phillips 66 (PSX) | 0.0 | $205k | NEW | 1.1k | 187.81 |
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| Shell Spon Ads (SHEL) | 0.0 | $202k | 2.5k | 82.24 |
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| Oracle Corporation (ORCL) | 0.0 | $201k | 1.4k | 140.49 |
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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 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