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, COST, V, and represent 24.96% of Barlow Wealth Partners's stock portfolio.
- Added to shares of these 10 stocks: RACE (+$23M), SCHW (+$22M), CRM (+$12M), FICO (+$7.9M), BRK.B (+$7.7M), V, MSFT, MORN, GLW, COST.
- Started 9 new stock positions in T, SHEL, GLW, CMI, CRM, AFL, UCB, RACE, PLTR.
- Reduced shares in these 10 stocks: AJG (-$23M), META (-$23M), MELI (-$15M), GOOG (-$13M), TSM (-$9.6M), VEEV (-$8.9M), ASML (-$7.4M), INTU, FTI, EME.
- Sold out of its positions in ABT, CBRE, AJG, MLM, SYPR, TSCO, VEEV.
- Barlow Wealth Partners was a net seller of stock by $-37M.
- Barlow Wealth Partners has $900M in assets under management (AUM), dropping by -2.86%.
- Central Index Key (CIK): 0001999928
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Portfolio Holdings for Barlow Wealth Partners
Barlow Wealth Partners holds 137 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Alphabet Cap Stk Cl C (GOOG) | 7.5 | $68M | -15% | 199k | 339.40 |
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| NVIDIA Corporation (NVDA) | 5.0 | $45M | 223k | 201.68 |
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| Microsoft Corporation (MSFT) | 4.8 | $43M | 101k | 422.79 |
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| Costco Wholesale Corporation (COST) | 3.9 | $35M | 35k | 999.90 |
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| Visa Com Cl A (V) | 3.8 | $34M | +2% | 108k | 317.02 |
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| Houlihan Lokey Cl A (HLI) | 3.7 | $33M | 205k | 162.50 |
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| TJX Companies (TJX) | 3.7 | $33M | 206k | 160.68 |
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| Apple (AAPL) | 3.7 | $33M | 122k | 270.23 |
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| Mueller Industries (MLI) | 3.4 | $31M | 254k | 122.13 |
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| Technipfmc (FTI) | 3.4 | $31M | -9% | 438k | 70.44 |
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| Royal Gold (RGLD) | 3.3 | $30M | 112k | 268.12 |
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| Emcor (EME) | 3.3 | $29M | -7% | 37k | 806.06 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 3.0 | $27M | -21% | 19k | 1459.83 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.0 | $27M | +40% | 56k | 474.58 |
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| JPMorgan Chase & Co. (JPM) | 2.9 | $26M | 84k | 310.29 |
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| W.W. Grainger (GWW) | 2.7 | $24M | 21k | 1162.93 |
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| Tko Group Holdings Cl A (TKO) | 2.6 | $24M | -3% | 127k | 186.31 |
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| Ferrari Nv Ord (RACE) | 2.5 | $23M | NEW | 61k | 372.85 |
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| Charles Schwab Corporation (SCHW) | 2.5 | $23M | +4624% | 244k | 92.28 |
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| Amazon (AMZN) | 2.5 | $23M | 90k | 250.56 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 2.4 | $22M | -30% | 58k | 370.50 |
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| Garmin SHS (GRMN) | 2.2 | $20M | 76k | 267.42 |
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| W.R. Berkley Corporation (WRB) | 2.0 | $18M | 270k | 66.83 |
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| Fair Isaac Corporation (FICO) | 1.8 | $16M | +93% | 15k | 1073.53 |
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| Constellation Energy (CEG) | 1.7 | $15M | 52k | 296.21 |
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| McKesson Corporation (MCK) | 1.7 | $15M | 17k | 866.36 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 1.5 | $13M | 30k | 441.20 |
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| Fortinet (FTNT) | 1.5 | $13M | -11% | 161k | 81.84 |
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| salesforce (CRM) | 1.3 | $12M | NEW | 67k | 182.14 |
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| Morningstar (MORN) | 1.2 | $11M | +3% | 58k | 184.28 |
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| Adobe Systems Incorporated (ADBE) | 1.0 | $8.7M | 36k | 244.45 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $5.8M | 17k | 341.68 |
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| Johnson & Johnson (JNJ) | 0.6 | $5.6M | 24k | 234.18 |
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| Intuit (INTU) | 0.6 | $5.6M | -39% | 14k | 393.25 |
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| Stock Yards Ban (SYBT) | 0.5 | $4.5M | 62k | 72.57 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.4 | $3.6M | 5.00 | 711558.80 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $2.9M | 20k | 146.44 |
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| Trane Technologies SHS (TT) | 0.3 | $2.7M | 5.6k | 476.07 |
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| Texas Roadhouse (TXRH) | 0.3 | $2.4M | 15k | 165.08 |
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| PNC Financial Services (PNC) | 0.3 | $2.3M | 10k | 224.82 |
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| Amgen (AMGN) | 0.2 | $2.0M | 5.7k | 355.30 |
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| Applied Materials (AMAT) | 0.2 | $1.9M | 4.7k | 396.94 |
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| McDonald's Corporation (MCD) | 0.2 | $1.7M | 5.5k | 311.36 |
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| Churchill Downs (CHDN) | 0.2 | $1.5M | -2% | 16k | 92.21 |
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| Eli Lilly & Co. (LLY) | 0.1 | $1.3M | 1.4k | 927.03 |
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| Allstate Corporation (ALL) | 0.1 | $1.3M | 5.9k | 216.16 |
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| Trustmark Corporation (TRMK) | 0.1 | $1.2M | 27k | 45.29 |
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| Kroger (KR) | 0.1 | $1.2M | -5% | 18k | 68.19 |
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| Coca-Cola Company (KO) | 0.1 | $1.2M | 16k | 75.74 |
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| Brown Forman Corp CL B (BF.B) | 0.1 | $1.2M | 40k | 29.15 |
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| Illinois Tool Works (ITW) | 0.1 | $1.2M | -4% | 4.3k | 272.26 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $1.2M | +10% | 1.6k | 713.36 |
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| First Solar (FSLR) | 0.1 | $1.2M | 6.1k | 190.44 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.1 | $1.2M | 1.6k | 710.05 |
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| Procter & Gamble Company (PG) | 0.1 | $1.1M | 7.8k | 146.92 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $1.1M | 5.5k | 197.65 |
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| Chevron Corporation (CVX) | 0.1 | $987k | 5.4k | 183.99 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $984k | 6.5k | 150.85 |
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| Morgan Stanley Com New (MS) | 0.1 | $937k | 5.0k | 188.82 |
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| S&p Global (SPGI) | 0.1 | $923k | 2.1k | 442.57 |
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| Automatic Data Processing (ADP) | 0.1 | $916k | 4.6k | 200.47 |
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| Merck & Co (MRK) | 0.1 | $892k | 7.5k | 119.07 |
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| Stryker Corporation (SYK) | 0.1 | $878k | 2.6k | 343.32 |
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| MercadoLibre (MELI) | 0.1 | $798k | -95% | 430.00 | 1855.83 |
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| UnitedHealth (UNH) | 0.1 | $795k | -3% | 2.4k | 324.63 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $770k | 2.2k | 350.53 |
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| Abbvie (ABBV) | 0.1 | $759k | 3.6k | 208.38 |
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| Honeywell International (HON) | 0.1 | $756k | 3.2k | 233.55 |
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| Anthem (ELV) | 0.1 | $712k | 2.2k | 323.05 |
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| O'reilly Automotive (ORLY) | 0.1 | $711k | +8% | 7.6k | 93.71 |
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| Walt Disney Company (DIS) | 0.1 | $702k | 6.6k | 106.29 |
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| Nextera Energy (NEE) | 0.1 | $702k | 7.6k | 91.98 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $693k | 1.6k | 445.93 |
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| Caterpillar (CAT) | 0.1 | $664k | 836.00 | 794.65 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $653k | 1.0k | 648.85 |
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| General Dynamics Corporation (GD) | 0.1 | $604k | 1.8k | 336.29 |
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| Comfort Systems USA (FIX) | 0.1 | $601k | 364.00 | 1650.47 |
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| Broadcom (AVGO) | 0.1 | $585k | 1.4k | 406.55 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $580k | 4.4k | 131.15 |
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| Colgate-Palmolive Company (CL) | 0.1 | $561k | -2% | 6.5k | 85.81 |
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| Meta Platforms Cl A (META) | 0.1 | $526k | -97% | 764.00 | 688.55 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $521k | 2.6k | 204.24 |
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| AutoZone (AZO) | 0.1 | $507k | 142.00 | 3572.38 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $507k | 16k | 32.62 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $506k | 970.00 | 521.30 |
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| Dover Corporation (DOV) | 0.1 | $497k | 2.3k | 219.07 |
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| Cincinnati Financial Corporation (CINF) | 0.1 | $495k | 3.0k | 166.82 |
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| Netflix (NFLX) | 0.1 | $492k | 5.1k | 97.31 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $484k | 817.00 | 592.19 |
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| Philip Morris International (PM) | 0.1 | $473k | 3.0k | 157.79 |
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| Humana (HUM) | 0.1 | $456k | -2% | 2.2k | 205.13 |
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| American Centy Etf Tr Avantis All Eqt (AVGE) | 0.0 | $425k | 4.5k | 94.97 |
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| Wal-Mart Stores (WMT) | 0.0 | $424k | 3.3k | 127.50 |
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| AmerisourceBergen (COR) | 0.0 | $415k | 1.3k | 327.56 |
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| Capital One Financial (COF) | 0.0 | $408k | 2.0k | 206.47 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $398k | 1.2k | 326.54 |
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| Deere & Company (DE) | 0.0 | $394k | 667.00 | 590.46 |
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| Us Bancorp Com New (USB) | 0.0 | $384k | 6.7k | 56.93 |
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| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.0 | $359k | 1.5k | 240.29 |
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| Onto Innovation (ONTO) | 0.0 | $358k | 1.2k | 290.76 |
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| Blackrock (BLK) | 0.0 | $357k | 339.00 | 1052.14 |
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| Corning Incorporated (GLW) | 0.0 | $350k | NEW | 2.1k | 164.38 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $344k | 1.5k | 232.24 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $334k | +46% | 788.00 | 423.95 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $334k | 1.5k | 229.81 |
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| F.N.B. Corporation (FNB) | 0.0 | $326k | 18k | 17.94 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $324k | 4.0k | 81.63 |
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| Brown Forman Corp Cl A (BF.A) | 0.0 | $320k | 11k | 29.73 |
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| Air Products & Chemicals (APD) | 0.0 | $314k | 1.1k | 291.81 |
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| Wp Carey (WPC) | 0.0 | $311k | 4.2k | 73.98 |
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| Altria (MO) | 0.0 | $304k | 4.7k | 64.17 |
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| American Express Company (AXP) | 0.0 | $297k | 896.00 | 331.69 |
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| Genuine Parts Company (GPC) | 0.0 | $297k | 2.6k | 113.79 |
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| Old National Ban (ONB) | 0.0 | $295k | 12k | 23.96 |
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| Pepsi (PEP) | 0.0 | $292k | -14% | 1.9k | 157.67 |
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| Applovin Corp Com Cl A (APP) | 0.0 | $292k | -5% | 612.00 | 477.20 |
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| First Capital (FCAP) | 0.0 | $291k | 5.3k | 54.50 |
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| United Parcel Svcs CL B (UPS) | 0.0 | $282k | +4% | 2.6k | 106.44 |
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| Home Depot (HD) | 0.0 | $271k | +3% | 775.00 | 349.40 |
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| Goldman Sachs (GS) | 0.0 | $265k | 286.00 | 925.95 |
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| Mondelez Intl Cl A (MDLZ) | 0.0 | $263k | 4.6k | 57.25 |
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| Oracle Corporation (ORCL) | 0.0 | $251k | 1.4k | 175.06 |
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| Southern Company (SO) | 0.0 | $248k | 2.6k | 94.51 |
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| Medtronic SHS (MDT) | 0.0 | $244k | 2.8k | 86.19 |
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| Hancock Holding Company (HWC) | 0.0 | $237k | 3.5k | 68.74 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $235k | 765.00 | 307.08 |
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| Republic Bancorp Inc Ky Cl A (RBCAA) | 0.0 | $230k | 3.0k | 75.47 |
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| Palantir Technologies Cl A (PLTR) | 0.0 | $228k | NEW | 1.6k | 146.39 |
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| Medpace Hldgs (MEDP) | 0.0 | $225k | 433.00 | 520.60 |
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| Chubb (CB) | 0.0 | $223k | 673.00 | 330.83 |
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| Shell Spon Ads (SHEL) | 0.0 | $215k | NEW | 2.5k | 87.81 |
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| At&t (T) | 0.0 | $215k | NEW | 8.1k | 26.51 |
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| International Business Machines (IBM) | 0.0 | $213k | 839.00 | 253.47 |
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| United Cmnty Bks Ga Cap Stk (UCB) | 0.0 | $206k | NEW | 6.0k | 34.15 |
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| Tesla Motors (TSLA) | 0.0 | $204k | +7% | 508.00 | 400.62 |
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| AFLAC Incorporated (AFL) | 0.0 | $203k | NEW | 1.8k | 114.52 |
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| Cummins (CMI) | 0.0 | $201k | NEW | 321.00 | 627.18 |
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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 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