Barlow Wealth Partners, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 29, 2025), Barlow Wealth Partners, LLC reported 134 stock positions worth $835.7 million. Its top holding was Microsoft (MSFT) at 5.7% of the portfolio, followed by Alphabet Class C (GOOG, 5.7%) and Houlihan Lokey (HLI, 4.5%). Compared with Q1 2025, it opened 8 new positions, sold out of 8, added to 45 and reduced 35. The biggest buy was Taiwan Semiconductor-SP ADR (TSM, shares +2247%) and the biggest sale Eli Lilly (LLY, shares −96%).
- Most Recent 13F
- Q2 2026
- Location
- LOUISVILLE, KY
- CIK
- 0001999928
- Portfolio Value
- $835.7M (Q2 2025)
- SEC Filing
- 0001951757-25-000980 ↗ filed Jul 29, 2025
Holdings Value
Holdings 134 stocks · $835.7M
| MSFT Microsoft Corp. | 5.70% | 96,912 | $47.6M | Add +1.2% |
| GOOG Alphabet Inc. Class C | 5.68% | 264,270 | $47.5M | Add +1.0% |
| HLI Houlihan Lokey Inc. | 4.51% | 205,578 | $37.7M | Add +0.9% |
| V Visa Inc. Class A | 4.46% | 105,303 | $37.3M | Add +1.4% |
| NVDA Nvidia Corp. | 4.17% | 221,665 | $34.9M | Add +17.4% |
| COST Costco Wholesale Corp. | 3.96% | 33,712 | $33.1M | Add +0.7% |
| AAPL Apple Inc. | 3.06% | 120,277 | $25.6M | Reduce -6.9% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 3.05% | 203,569 | $25.5M | Add +0.8% |
| JPM JPMorgan Chase & Co. | 3.00% | 85,754 | $25.0M | Reduce -1.4% |
| MLI Mueller Industries Inc. | 2.93% | 294,243 | $24.5M | Add +29.7% |
| META Meta Platforms Inc. Class A | 2.88% | 33,692 | $24.0M | Add +24.6% |
| ASML ASML Holding NV-NY Reg SHS | 2.86% | 29,922 | $23.9M | Add +14.0% |
| VRTX Vertex Pharmaceuticals Inc. | 2.79% | 50,958 | $23.3M | Add +1.7% |
| TKO Tko Group Holdings Inc. | 2.70% | 127,142 | $22.6M | Add +0.8% |
| PNFP Pinnacle Financial Partners | 2.56% | 182,618 | $21.4M | Add +0.8% |
| CEG Constellation Energy | 2.51% | 68,308 | $20.9M | Reduce -25.0% |
| EME Emcor Group Inc. | 2.48% | 38,193 | $20.7M | Add +1.2% |
| RGLD Royal Gold Inc. | 2.43% | 113,313 | $20.3M | Add +1.0% |
| TSM Taiwan Semiconductor-SP ADR | 2.28% | 81,482 | $19.0M | Add +2246.8% |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 2.21% | 261,115 | $18.5M | Add +0.8% |
| PAYC Paycom Software Inc. | 2.19% | 80,269 | $18.3M | Reduce -18.7% |
| FTNT Fortinet Inc. | 2.19% | 178,684 | $18.3M | Add +0.9% |
| NVO Novo-Nordisk A/S-Spons ADR | 1.98% | 236,999 | $16.5M | New |
| ACN Accenture PLC Class A | 1.92% | 53,043 | $16.0M | Add +0.3% |
| GRMN Garmin Ltd. | 1.87% | 73,408 | $15.7M | Add +1.2% |
| MORN Morningstar Inc. | 1.82% | 49,072 | $15.2M | Add +33.6% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 1.76% | 14,182 | $14.7M | Add +2.0% |
| INTU Intuit Inc. | 1.63% | 17,639 | $13.6M | Add +1.1% |
| ADBE Adobe Inc. | 1.62% | 35,807 | $13.6M | Add +5.8% |
| FTI Technipfmc PLC | 1.56% | 376,462 | $13.0M | New |
| MELI MercadoLibre Inc. | 1.50% | 5,076 | $12.5M | Add +1257.2% |
| BF.B Brown-Forman Corp. Class B | 1.46% | 423,960 | $12.2M | Add +887.1% |
| FICO Fair Isaac Corp. | 1.07% | 4,857 | $9.0M | Add +1.7% |
| UNH Unitedhealth Group Inc. | 0.97% | 26,399 | $8.1M | Reduce -44.4% |
| ELV Elevance Health Inc. | 0.82% | 19,670 | $6.9M | Add +762.7% |
| SYBT Stock Yards Bancorp Inc. | 0.60% | 61,517 | $5.0M | No change |
| JNJ Johnson & Johnson | 0.48% | 25,599 | $4.0M | Reduce -0.5% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.43% | 5 | $3.6M | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.42% | 7,371 | $3.5M | Add +3.7% |
| GOOGL Alphabet Inc. Class A | 0.37% | 17,235 | $3.1M | Reduce -0.2% |
| TT Trane Technologies PLC | 0.34% | 6,473 | $2.8M | No change |
| AMZN Amazon.com Inc. | 0.33% | 12,565 | $2.8M | Add +0.3% |
| XOM Exxon Mobil Corp. | 0.27% | 20,556 | $2.3M | Reduce -82.4% |
| AMGN Amgen Inc. | 0.24% | 6,843 | $2.0M | Reduce -2.2% |
| PNC PNC Financial Services Group | 0.24% | 10,355 | $2.0M | Add +0.1% |
| CHDN Churchill Downs Inc. | 0.21% | 17,046 | $1.8M | Reduce -86.5% |
| MCD McDonald's Corp. | 0.20% | 5,534 | $1.6M | Reduce -1.2% |
| ADP Automatic Data Processing | 0.18% | 4,807 | $1.5M | Reduce -5.2% |
| PG The Procter & Gamble Co. | 0.17% | 8,859 | $1.4M | Reduce -1.9% |
| KR Kroger Co. | 0.16% | 18,696 | $1.3M | Reduce -5.1% |
| SPGI S&P Global Inc. | 0.14% | 2,284 | $1.2M | Reduce -5.9% |
| ITW Illinois Tool Works | 0.14% | 4,606 | $1.2M | Reduce -4.3% |
| IVV iShares Core S&P 500 ETF | 0.14% | 1,860 | $1.2M | Add +14.6% |
| ALL Allstate Corp. | 0.14% | 5,882 | $1.1M | No change |
| KO The Coca-Cola Co. | 0.13% | 15,747 | $1.1M | Add +1.2% |
| SYK Stryker Corp. | 0.13% | 2,691 | $1.1M | Reduce -5.8% |
| FSLR First Solar Inc. | 0.12% | 6,050 | $1.0M | Reduce -12.9% |
| TRMK Trustmark Corp. | 0.12% | 26,864 | $1.0M | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.11% | 1,461 | $906K | Add +0.1% |
| AMAT Applied Materials Inc. | 0.11% | 4,706 | $894K | No change |
| CVX Chevron Corp. | 0.10% | 5,818 | $861K | Reduce -2.4% |
| VT Vanguard Tot World STK ETF | 0.10% | 6,525 | $843K | No change |
| HON Honeywell International Inc. | 0.09% | 3,249 | $777K | No change |
| MS Morgan Stanley | 0.09% | 5,364 | $766K | Reduce -1.8% |
| LLY Eli Lilly & Co. | 0.09% | 949 | $740K | Reduce -95.6% |
| MRK Merck & Co. Inc. | 0.08% | 8,607 | $709K | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.08% | 2,297 | $702K | No change |
| ABBV Abbvie Inc. | 0.08% | 3,599 | $687K | Add +2.9% |
| NFLX Netflix Inc. | 0.08% | 516 | $663K | Reduce -4.1% |
| MA Mastercard Inc. Class A | 0.08% | 1,164 | $654K | Add +0.2% |
| HUM Humana Inc. | 0.08% | 2,590 | $632K | Reduce -4.9% |
| ORLY O'reilly Automotive Inc. | 0.07% | 6,990 | $624K | No change |
| CL Colgate-Palmolive Co. | 0.07% | 6,696 | $619K | No change |
| NEE Nextera Energy Inc. | 0.07% | 8,392 | $613K | No change |
| GD General Dynamics Corp. | 0.07% | 1,997 | $587K | No change |
| PM Philip Morris International | 0.06% | 3,000 | $528K | No change |
| AZO AutoZone Inc. | 0.06% | 142 | $523K | No change |
| GLD SPDR Gold Shares | 0.06% | 1,683 | $520K | Add +0.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.06% | 944 | $520K | No change |
| SHOP Shopify Inc. Class A | 0.06% | 4,425 | $508K | No change |
| WMT Walmart Inc. | 0.06% | 4,995 | $488K | Add +2.0% |
| BF.A Brown-Forman Corp. Class A | 0.06% | 15,887 | $465K | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.05% | 2,552 | $456K | No change |
| SCHG Schwab US Large-Cap Growth | 0.05% | 15,544 | $453K | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.05% | 3,657 | $450K | Add +0.8% |
| CINF Cincinnati Financial Corp. | 0.05% | 2,965 | $433K | No change |
| COF Capital One Financial Corp. | 0.05% | 1,976 | $432K | New |
| DOV Dover Corp. | 0.05% | 2,070 | $389K | No change |
| LMT Lockheed Martin Corp. | 0.05% | 817 | $378K | No change |
| PEP Pepsico Inc. | 0.04% | 2,716 | $371K | Reduce -3.3% |
| COR Cencora Inc. | 0.04% | 1,268 | $369K | Reduce -5.3% |
| BLK BlackRock Inc. | 0.04% | 339 | $363K | No change |
| AVGE Avantis All Eqty Mrkts ETF | 0.04% | 4,472 | $350K | No change |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.04% | 1,220 | $349K | No change |
| DE Deere & Co. | 0.04% | 663 | $345K | No change |
| CAT Caterpillar Inc. | 0.04% | 836 | $333K | No change |
| GPC Genuine Parts Co. | 0.04% | 2,608 | $332K | No change |
| ORCL Oracle Corp. | 0.04% | 1,423 | $327K | New |
| USB US Bancorp | 0.04% | 6,736 | $320K | No change |
| MDLZ Mondelez International Inc. Class A | 0.04% | 4,589 | $319K | Reduce -12.7% |
Portfolio Sells Q1 2025 → Q2 2025
| LLY Eli Lilly & Co. | Reduce -95.6% | 0.09% | −2.39 |
| UNH Unitedhealth Group Inc. | Reduce -44.4% | 0.97% | −1.64 |
| CMI Cummins Inc. | Sold out | 0.00% | −1.63 |
| HSY The Hershey Co. | Sold out | 0.00% | −1.45 |
| XOM Exxon Mobil Corp. | Reduce -82.4% | 0.27% | −1.39 |
| CHDN Churchill Downs Inc. | Reduce -86.5% | 0.21% | −1.25 |
| LULU Lululemon Athletica Inc. | Sold out | 0.00% | −1.00 |
| PAYC Paycom Software Inc. | Reduce -18.7% | 2.19% | −0.76 |
| NOW ServiceNow Inc. | Sold out | 0.00% | −0.68 |
| AAPL Apple Inc. | Reduce -6.9% | 3.06% | −0.49 |
| CEG Constellation Energy | Reduce -25.0% | 2.51% | −0.16 |
| DECK Deckers Outdoor Corp. | Sold out | 0.00% | −0.12 |
| DFS Discover Financial Services | Sold out | 0.00% | −0.05 |
| JNJ Johnson & Johnson | Reduce -0.5% | 0.48% | −0.05 |
| PYPL PayPal Holdings Inc. | Sold out | 0.00% | −0.04 |
| MCD McDonald's Corp. | Reduce -1.2% | 0.20% | −0.04 |
| SCHF Schwab Intl Equity ETF | Sold out | 0.00% | −0.03 |
| KR Kroger Co. | Reduce -5.1% | 0.16% | −0.02 |
| PG The Procter & Gamble Co. | Reduce -1.9% | 0.17% | −0.02 |
| HUM Humana Inc. | Reduce -4.9% | 0.08% | −0.02 |
| ADP Automatic Data Processing | Reduce -5.2% | 0.18% | −0.02 |
| AMGN Amgen Inc. | Reduce -2.2% | 0.24% | −0.01 |
| SYK Stryker Corp. | Reduce -5.8% | 0.13% | −0.01 |
| ITW Illinois Tool Works | Reduce -4.3% | 0.14% | −0.01 |
| SPGI S&P Global Inc. | Reduce -5.9% | 0.14% | −0.01 |
| WPC WP Carey Inc. | Reduce -16.7% | 0.03% | −0.01 |
| ABT Abbott Laboratories | Reduce -17.8% | 0.03% | −0.01 |
| MDLZ Mondelez International Inc. Class A | Reduce -12.7% | 0.04% | −0.01 |
| COR Cencora Inc. | Reduce -5.3% | 0.04% | −0.01 |
| FSLR First Solar Inc. | Reduce -12.9% | 0.12% | −0.01 |
| WAT Waters Corp. | Reduce -14.3% | 0.03% | −0.01 |
| MO Altria Group Inc. | Reduce -7.7% | 0.03% | −0.01 |
| CVX Chevron Corp. | Reduce -2.4% | 0.10% | −0.01 |
| PEP Pepsico Inc. | Reduce -3.3% | 0.04% | −0.00 |
| IBM Intl Business Machines Corp. | Reduce -20.3% | 0.03% | −0.00 |
| RBCAA Republic Bancorp Inc. Class A | Reduce -11.4% | 0.03% | −0.00 |
| SO The Southern Co. | Reduce -1.2% | 0.03% | −0.00 |
| SHEL Shell PLC-ADR | Reduce -9.8% | 0.03% | −0.00 |
| QCOM Qualcomm Inc. | Reduce -1.9% | 0.03% | −0.00 |
| GOOGL Alphabet Inc. Class A | Reduce -0.2% | 0.37% | +0.00 |
| NFLX Netflix Inc. | Reduce -4.1% | 0.08% | +0.00 |
| MS Morgan Stanley | Reduce -1.8% | 0.09% | +0.01 |
| JPM JPMorgan Chase & Co. | Reduce -1.4% | 3.00% | +0.21 |
Portfolio Buys Q1 2025 → Q2 2025
| TSM Taiwan Semiconductor-SP ADR | Add +2246.8% | 2.28% | +2.20 |
| NVO Novo-Nordisk A/S-Spons ADR | New | 1.98% | +1.98 |
| FTI Technipfmc PLC | New | 1.56% | +1.56 |
| NVDA Nvidia Corp. | Add +17.4% | 4.17% | +1.42 |
| MELI MercadoLibre Inc. | Add +1257.2% | 1.50% | +1.39 |
| BF.B Brown-Forman Corp. Class B | Add +887.1% | 1.46% | +1.26 |
| META Meta Platforms Inc. Class A | Add +24.6% | 2.88% | +0.93 |
| MSFT Microsoft Corp. | Add +1.2% | 5.70% | +0.77 |
| MLI Mueller Industries Inc. | Add +29.7% | 2.93% | +0.75 |
| ELV Elevance Health Inc. | Add +762.7% | 0.82% | +0.70 |
| ASML ASML Holding NV-NY Reg SHS | Add +14.0% | 2.86% | +0.53 |
| MORN Morningstar Inc. | Add +33.6% | 1.82% | +0.47 |
| EME Emcor Group Inc. | Add +1.2% | 2.48% | +0.44 |
| HLI Houlihan Lokey Inc. | Add +0.9% | 4.51% | +0.25 |
| INTU Intuit Inc. | Add +1.1% | 1.63% | +0.20 |
| PNFP Pinnacle Financial Partners | Add +0.8% | 2.56% | +0.17 |
| TKO Tko Group Holdings Inc. | Add +0.8% | 2.70% | +0.10 |
| GOOG Alphabet Inc. Class C | Add +1.0% | 5.68% | +0.05 |
| COF Capital One Financial Corp. | New | 0.05% | +0.05 |
| ORCL Oracle Corp. | New | 0.04% | +0.04 |
| UPS United Parcel Service Class B | New | 0.03% | +0.03 |
| PNC PNC Financial Services Group | Add +0.1% | 0.24% | +0.03 |
| TSCO Tractor Supply Company | New | 0.03% | +0.03 |
| HWC Hancock Whitney Corp. | New | 0.03% | +0.03 |
| GS Goldman Sachs Group Inc. | New | 0.02% | +0.02 |
| IVV iShares Core S&P 500 ETF | Add +14.6% | 0.14% | +0.02 |
| AMZN Amazon.com Inc. | Add +0.3% | 0.33% | +0.02 |
| DIS The Walt Disney Co. | Add +0.8% | 0.05% | +0.01 |
| AVGO Broadcom Inc. | Add +6.2% | 0.04% | +0.01 |
| TXN Texas Instruments Inc. | Add +0.2% | 0.04% | +0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.1% | 0.11% | +0.00 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +6.2% | 0.04% | +0.00 |
| FNB FNB Corp. | Add +0.9% | 0.03% | +0.00 |
| CB Chubb Ltd. | Add +2.5% | 0.03% | −0.00 |
| PECO Phillips Edison & Company Inc. | Add +0.9% | 0.03% | −0.00 |
| WMT Walmart Inc. | Add +2.0% | 0.06% | −0.00 |
| MA Mastercard Inc. Class A | Add +0.2% | 0.08% | −0.00 |
| ABBV Abbvie Inc. | Add +2.9% | 0.08% | −0.00 |
| GLD SPDR Gold Shares | Add +0.5% | 0.06% | −0.00 |
| ADBE Adobe Inc. | Add +5.8% | 1.62% | −0.01 |
| KO The Coca-Cola Co. | Add +1.2% | 0.13% | −0.01 |
| GRMN Garmin Ltd. | Add +1.2% | 1.87% | −0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +3.7% | 0.42% | −0.07 |
| GWW WW Grainger Inc. | Add +2.0% | 1.76% | −0.10 |
| V Visa Inc. Class A | Add +1.4% | 4.46% | −0.11 |
| ACN Accenture PLC Class A | Add +0.3% | 1.92% | −0.12 |
| FICO Fair Isaac Corp. | Add +1.7% | 1.07% | −0.15 |
| FTNT Fortinet Inc. | Add +0.9% | 2.19% | −0.18 |
| WRB WR Berkley Corp. | Add +0.8% | 2.21% | −0.19 |
| RGLD Royal Gold Inc. | Add +1.0% | 2.43% | −0.20 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 149 | $925.5M | GOOG, NVDA, MSFT, V, AAPL |
| Q1 2026 | 137 | $900.0M | GOOG, NVDA, MSFT, COST, V |
| Q4 2025 | 135 | $926.5M | GOOG, MSFT, NVDA, HLI, V |
| Q3 2025 | 131 | $898.6M | GOOG, MSFT, NVDA, HLI, V |
| Q2 2025 | 134 | $835.7M | MSFT, GOOG, HLI, V, NVDA |
| Q1 2025 | 134 | $761.4M | GOOG, MSFT, V, COST, HLI |
| Q4 2024 | 136 | $790.2M | GOOG, MSFT, HLI, V, COST |
| Q3 2024 | 147 | $764.9M | GOOG, MSFT, HLI, COST, CEG |
| Q2 2024 | 149 | $722.4M | GOOG, MSFT, COST, AAPL, HLI |
| Q1 2024 | 152 | $734.7M | GOOG, MSFT, V, COST, EOG |