Barlow Wealth Partners, LLC

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 28, 2025), Barlow Wealth Partners, LLC reported 134 stock positions worth $761.4 million. Its top holding was Alphabet Class C (GOOG) at 5.6% of the portfolio, followed by Microsoft (MSFT, 4.9%) and Visa Class A (V, 4.6%). Compared with Q4 2024, it opened 10 new positions, sold out of 12, added to 55 and reduced 26. The biggest buy was Eli Lilly (LLY, shares +1867%) and the biggest sale an exit from Cactus Class A (WHD).

Most Recent 13F
Q2 2026
Location
LOUISVILLE, KY
CIK
0001999928
Portfolio Value
$761.4M (Q1 2025)
SEC Filing
0001951757-25-000466 ↗ filed Apr 28, 2025

Holdings Value

0$200.0M$400.0M$600.0M$800.0M$1.0B Q1 2024: $734.7M Q1 2024 Q2 2024: $722.4M Q2 2024 Q3 2024: $764.9M Q3 2024 Q4 2024: $790.2M Q4 2024 Q1 2025: $761.4M $761.4M Q1 2025 Q2 2025: $835.7M Q2 2025 Q3 2025: $898.6M Q3 2025 Q4 2025: $926.5M Q4 2025 Q1 2026: $900.0M Q1 2026 Q2 2026: $925.5M Q2 2026

Holdings 134 stocks · $761.4M
GOOG Alphabet Inc. Class C 5.63% 261,706 $42.9M Add +1.1%
MSFT Microsoft Corp. 4.93% 95,753 $37.5M Add +2.3%
V Visa Inc. Class A 4.57% 103,839 $34.8M Add +1.4%
COST Costco Wholesale Corp. 4.30% 33,473 $32.7M Add +0.7%
HLI Houlihan Lokey Inc. 4.26% 203,814 $32.5M Add +1.1%
AAPL Apple Inc. 3.55% 129,136 $27.0M Add +8.1%
TJX TJX Companies Inc. filed as TJX COS INC NEW 3.36% 202,010 $25.6M Add +1.1%
VRTX Vertex Pharmaceuticals Inc. 3.25% 50,093 $24.7M Add +0.8%
PAYC Paycom Software Inc. 2.95% 98,737 $22.5M Add +0.8%
JPM JPMorgan Chase & Co. 2.78% 86,992 $21.2M Add +1.1%
NVDA Nvidia Corp. 2.75% 188,896 $21.0M Add +50.2%
CEG Constellation Energy 2.67% 91,128 $20.3M Add +0.6%
RGLD Royal Gold Inc. 2.64% 112,174 $20.1M Add +1.2%
UNH Unitedhealth Group Inc. 2.61% 47,460 $19.9M Add +29.3%
TKO Tko Group Holdings Inc. 2.60% 126,133 $19.8M Add +1.1%
LLY Eli Lilly & Co. 2.48% 21,365 $18.9M Add +1867.3%
WRB WR Berkley Corp. filed as BERKLEY W R CORP 2.40% 259,058 $18.3M Add +1.5%
PNFP Pinnacle Financial Partners 2.39% 181,128 $18.2M Add +2.4%
FTNT Fortinet Inc. 2.37% 177,055 $18.0M Add +1.2%
ASML ASML Holding NV-NY Reg SHS 2.34% 26,253 $17.8M Add +45.2%
MLI Mueller Industries Inc. 2.17% 226,837 $16.6M Add +2.1%
ACN Accenture PLC Class A 2.04% 52,875 $15.5M Add +1.1%
EME Emcor Group Inc. 2.03% 37,743 $15.5M Add +24.3%
META Meta Platforms Inc. Class A 1.94% 27,033 $14.8M Add +1973.1%
GRMN Garmin Ltd. 1.89% 72,512 $14.4M Add +1.3%
GWW WW Grainger Inc. filed as GRAINGER W W INC 1.85% 13,909 $14.1M Add +1.3%
XOM Exxon Mobil Corp. 1.66% 116,669 $12.7M Add +480.6%
ADBE Adobe Inc. 1.63% 33,846 $12.4M Reduce -19.4%
CMI Cummins Inc. 1.63% 42,320 $12.4M Reduce -10.8%
CHDN Churchill Downs Inc. 1.46% 126,121 $11.1M Add +0.3%
HSY The Hershey Co. 1.45% 67,596 $11.0M New
INTU Intuit Inc. 1.43% 17,444 $10.9M Add +0.8%
MORN Morningstar Inc. 1.35% 36,722 $10.3M Add +2.1%
FICO Fair Isaac Corp. 1.22% 4,777 $9.3M Add +0.7%
LULU Lululemon Athletica Inc. 1.00% 28,376 $7.6M Reduce -10.3%
NOW ServiceNow Inc. 0.68% 5,466 $5.2M New
SYBT Stock Yards Bancorp Inc. 0.60% 61,517 $4.6M No change
BRK.A Berkshire Hathaway Inc. Class A 0.52% 5 $4.0M Reduce -16.7%
JNJ Johnson & Johnson 0.52% 25,734 $4.0M Reduce -0.3%
BRK.B Berkshire Hathaway Inc. Class B 0.50% 7,111 $3.8M Add +31.8%
GOOGL Alphabet Inc. Class A 0.37% 17,275 $2.8M No change
AMZN Amazon.com Inc. 0.31% 12,521 $2.4M Reduce -0.4%
TT Trane Technologies PLC 0.30% 6,473 $2.3M Add +0.0%
AMGN Amgen Inc. 0.26% 6,995 $2.0M Reduce -1.2%
MCD McDonald's Corp. 0.23% 5,599 $1.8M Add +7.7%
PNC PNC Financial Services Group 0.22% 10,342 $1.6M Add +2.3%
ADP Automatic Data Processing 0.19% 5,068 $1.5M Reduce -2.2%
BF.B Brown-Forman Corp. Class B 0.19% 42,952 $1.5M Reduce -0.7%
PG The Procter & Gamble Co. 0.19% 9,027 $1.5M Add +12.5%
KR Kroger Co. 0.18% 19,696 $1.4M Reduce -4.8%
SPGI S&P Global Inc. 0.15% 2,427 $1.2M No change
ITW Illinois Tool Works 0.15% 4,813 $1.2M No change
ALL Allstate Corp. 0.15% 5,882 $1.1M No change
KO The Coca-Cola Co. 0.15% 15,560 $1.1M Add +6.9%
SYK Stryker Corp. 0.14% 2,856 $1.0M Reduce -3.2%
FSLR First Solar Inc. 0.13% 6,950 $986K No change
ELV Elevance Health Inc. 0.13% 2,280 $961K Add +1.3%
DECK Deckers Outdoor Corp. 0.12% 8,235 $899K New
IVV iShares Core S&P 500 ETF 0.12% 1,623 $898K Add +51.7%
TRMK Trustmark Corp. 0.12% 26,864 $896K New
MELI MercadoLibre Inc. 0.11% 374 $832K No change
CVX Chevron Corp. 0.11% 5,961 $827K Add +5.3%
SPY SS SPDR S&P 500 ETF Trust-US 0.11% 1,460 $804K Reduce -2.3%
VT Vanguard Tot World STK ETF 0.10% 6,525 $756K No change
HUM Humana Inc. 0.09% 2,723 $720K No change
AMAT Applied Materials Inc. 0.09% 4,706 $713K Reduce -0.8%
MRK Merck & Co. Inc. 0.09% 8,607 $712K Reduce -8.5%
ABBV Abbvie Inc. 0.09% 3,499 $651K Add +2.9%
HON Honeywell International Inc. 0.09% 3,249 $647K Add +18.2%
MS Morgan Stanley 0.08% 5,464 $634K Add +1.5%
CL Colgate-Palmolive Co. 0.08% 6,696 $629K Add +5.3%
ORLY O'reilly Automotive Inc. 0.08% 466 $628K Add +4.7%
VTI VG Morningstar TS MKT ETF-US 0.08% 2,297 $622K Add +1.4%
MA Mastercard Inc. Class A 0.08% 1,162 $620K No change
NFLX Netflix Inc. 0.08% 538 $593K Reduce -4.1%
TSM Taiwan Semiconductor-SP ADR 0.08% 3,472 $573K No change
NEE Nextera Energy Inc. 0.07% 8,392 $555K No change
GD General Dynamics Corp. 0.07% 1,997 $543K No change
BF.A Brown-Forman Corp. Class A 0.07% 15,887 $537K Reduce -0.6%
AZO AutoZone Inc. 0.07% 142 $513K No change
PM Philip Morris International 0.07% 3,000 $511K Add +15.4%
GLD SPDR Gold Shares 0.07% 1,674 $510K No change
WMT Walmart Inc. 0.06% 4,898 $466K Add +36.1%
QQQ Invesco QQQ Trust Series 1 0.06% 944 $446K No change
SHOP Shopify Inc. Class A 0.06% 4,425 $430K No change
VTV Vanguard Mrngstr Val ETF-Aui 0.06% 2,552 $420K No change
CINF Cincinnati Financial Corp. 0.05% 2,965 $396K No change
SCHG Schwab US Large-Cap Growth 0.05% 15,544 $393K No change
LMT Lockheed Martin Corp. 0.05% 817 $390K No change
COR Cencora Inc. 0.05% 1,339 $383K No change
PEP Pepsico Inc. 0.05% 2,809 $375K Add +13.4%
DFS Discover Financial Services 0.05% 1,940 $359K No change
DOV Dover Corp. 0.05% 2,070 $350K Reduce -1.0%
MDLZ Mondelez International Inc. Class A 0.05% 5,255 $345K Add +15.0%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.04% 3,628 $328K Reduce -96.4%
AVGE Avantis All Eqty Mrkts ETF 0.04% 4,472 $314K No change
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.04% 1,220 $309K No change
BLK BlackRock Inc. 0.04% 339 $308K Reduce -2.9%
WPC WP Carey Inc. 0.04% 5,049 $306K No change
DE Deere & Co. 0.04% 663 $305K No change

Show all 134 holdings

Portfolio Sells Q4 2024 → Q1 2025
WHD Cactus Inc. Class A Sold out 0.00% −2.16
NICE Nice Ltd. - Spon ADR Sold out 0.00% −1.96
PYPL PayPal Holdings Inc. Reduce -97.2% 0.04% −1.82
DIS The Walt Disney Co. Reduce -96.4% 0.04% −1.34
ICLR Icon PLC Sold out 0.00% −1.17
ADBE Adobe Inc. Reduce -19.4% 1.63% −0.58
CMI Cummins Inc. Reduce -10.8% 1.63% −0.54
LULU Lululemon Athletica Inc. Reduce -10.3% 1.00% −0.51
CRM Salesforce Inc. Sold out 0.00% −0.18
MEDP Medpace Holdings Inc. Sold out 0.00% −0.18
AMZN Amazon.com Inc. Reduce -0.4% 0.31% −0.04
TTD Trade Desk Inc./the Class A Sold out 0.00% −0.04
ITCI Intra-Cellular Therapies Inc. Sold out 0.00% −0.04
ONTO Onto Innovation Inc. Sold out 0.00% −0.03
ORCL Oracle Corp. Sold out 0.00% −0.03
TMO Thermo Fisher Scientific Inc. Sold out 0.00% −0.03
TSCO Tractor Supply Company Sold out 0.00% −0.03
HWC Hancock Whitney Corp. Sold out 0.00% −0.03
MRK Merck & Co. Inc. Reduce -8.5% 0.09% −0.03
TSLA Tesla Inc. Reduce -0.3% 0.03% −0.02
AMAT Applied Materials Inc. Reduce -0.8% 0.09% −0.01
CAT Caterpillar Inc. Reduce -2.5% 0.03% −0.01
SPY SS SPDR S&P 500 ETF Trust-US Reduce -2.3% 0.11% −0.01
DOV Dover Corp. Reduce -1.0% 0.05% −0.00
BLK BlackRock Inc. Reduce -2.9% 0.04% −0.00
KMB Kimberly-Clark Corp. Reduce -18.6% 0.03% −0.00
GPC Genuine Parts Co. Reduce -7.1% 0.04% −0.00
SYK Stryker Corp. Reduce -3.2% 0.14% −0.00
BRK.A Berkshire Hathaway Inc. Class A Reduce -16.7% 0.52% −0.00
RBCAA Republic Bancorp Inc. Class A Reduce -1.0% 0.03% +0.00
ADP Automatic Data Processing Reduce -2.2% 0.19% +0.00
CB Chubb Ltd. Reduce -0.6% 0.03% +0.00
BF.A Brown-Forman Corp. Class A Reduce -0.6% 0.07% +0.00
BF.B Brown-Forman Corp. Class B Reduce -0.7% 0.19% +0.01
AMGN Amgen Inc. Reduce -1.2% 0.26% +0.02
NFLX Netflix Inc. Reduce -4.1% 0.08% +0.02
KR Kroger Co. Reduce -4.8% 0.18% +0.03
JNJ Johnson & Johnson Reduce -0.3% 0.52% +0.05

Portfolio Buys Q4 2024 → Q1 2025
LLY Eli Lilly & Co. Add +1867.3% 2.48% +2.38
META Meta Platforms Inc. Class A Add +1973.1% 1.94% +1.84
HSY The Hershey Co. New 1.45% +1.45
XOM Exxon Mobil Corp. Add +480.6% 1.66% +1.38
RGLD Royal Gold Inc. Add +1.2% 2.64% +0.72
NOW ServiceNow Inc. New 0.68% +0.68
ASML ASML Holding NV-NY Reg SHS Add +45.2% 2.34% +0.67
NVDA Nvidia Corp. Add +50.2% 2.75% +0.59
VRTX Vertex Pharmaceuticals Inc. Add +0.8% 3.25% +0.58
V Visa Inc. Class A Add +1.4% 4.57% +0.47
WRB WR Berkley Corp. Add +1.5% 2.40% +0.46
COST Costco Wholesale Corp. Add +0.7% 4.30% +0.41
PAYC Paycom Software Inc. Add +0.8% 2.95% +0.40
TJX TJX Companies Inc. Add +1.1% 3.36% +0.35
TKO Tko Group Holdings Inc. Add +1.1% 2.60% +0.33
FTNT Fortinet Inc. Add +1.2% 2.37% +0.31
BRK.B Berkshire Hathaway Inc. Class B Add +31.8% 0.50% +0.18
DECK Deckers Outdoor Corp. New 0.12% +0.12
TRMK Trustmark Corp. New 0.12% +0.12
EME Emcor Group Inc. Add +24.3% 2.03% +0.10
UNH Unitedhealth Group Inc. Add +29.3% 2.61% +0.09
INTU Intuit Inc. Add +0.8% 1.43% +0.07
MCD McDonald's Corp. Add +7.7% 0.23% +0.05
IVV iShares Core S&P 500 ETF Add +51.7% 0.12% +0.04
JPM JPMorgan Chase & Co. Add +1.1% 2.78% +0.04
FCAP First Capital Inc. New 0.03% +0.03
KO The Coca-Cola Co. Add +6.9% 0.15% +0.03
IBM Intl Business Machines Corp. New 0.03% +0.03
SO The Southern Co. New 0.03% +0.03
CRWD CrowdStrike Holdings Inc. Class A New 0.03% +0.03
PG The Procter & Gamble Co. Add +12.5% 0.19% +0.03
PM Philip Morris International Add +15.4% 0.07% +0.03
SCHF Schwab Intl Equity ETF New 0.03% +0.03
QCOM Qualcomm Inc. New 0.03% +0.03
WMT Walmart Inc. Add +36.1% 0.06% +0.02
ELV Elevance Health Inc. Add +1.3% 0.13% +0.02
ORLY O'reilly Automotive Inc. Add +4.7% 0.08% +0.01
MDLZ Mondelez International Inc. Class A Add +15.0% 0.05% +0.01
ABBV Abbvie Inc. Add +2.9% 0.09% +0.01
CL Colgate-Palmolive Co. Add +5.3% 0.08% +0.01
MO Altria Group Inc. Add +17.5% 0.04% +0.01
HON Honeywell International Inc. Add +18.2% 0.09% +0.01
ABT Abbott Laboratories Add +1.9% 0.04% +0.01
FICO Fair Isaac Corp. Add +0.7% 1.22% +0.01
PEP Pepsico Inc. Add +13.4% 0.05% +0.00
PECO Phillips Edison & Company Inc. Add +0.8% 0.03% +0.00
VTI VG Morningstar TS MKT ETF-US Add +1.4% 0.08% −0.00
FNB FNB Corp. Add +0.9% 0.03% −0.00
CVX Chevron Corp. Add +5.3% 0.11% −0.00
TXN Texas Instruments Inc. Add +0.1% 0.03% −0.01

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 149$925.5MGOOG, NVDA, MSFT, V, AAPL
Q1 2026 137$900.0MGOOG, NVDA, MSFT, COST, V
Q4 2025 135$926.5MGOOG, MSFT, NVDA, HLI, V
Q3 2025 131$898.6MGOOG, MSFT, NVDA, HLI, V
Q2 2025 134$835.7MMSFT, GOOG, HLI, V, NVDA
Q1 2025 134$761.4MGOOG, MSFT, V, COST, HLI
Q4 2024 136$790.2MGOOG, MSFT, HLI, V, COST
Q3 2024 147$764.9MGOOG, MSFT, HLI, COST, CEG
Q2 2024 149$722.4MGOOG, MSFT, COST, AAPL, HLI
Q1 2024 152$734.7MGOOG, MSFT, V, COST, EOG