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

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 Q1 2025 Q2 2025: $835.7M $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 · $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%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.04% 1,570 $315K Add +6.2%
TXN Texas Instruments Inc. 0.04% 1,445 $311K Add +0.2%
APD Air Products & Chemicals Inc. 0.04% 1,061 $308K No change
AVGO Broadcom Inc. 0.04% 1,104 $298K Add +6.2%
AXP American Express Co. 0.03% 896 $292K No change
FTEC Fidelity MSCI Info Tech Indx 0.03% 1,459 $289K No change
TSLA Tesla Inc. 0.03% 911 $288K No change
MO Altria Group Inc. 0.03% 4,741 $281K Reduce -7.7%
ONB Old National Bancorp 0.03% 12,309 $277K No change
FNB FNB Corp. 0.03% 17,776 $273K Add +0.9%
CB Chubb Ltd. 0.03% 960 $269K Add +2.5%
VEU Vanguard Ftse All-World Ex-U 0.03% 3,971 $268K No change
CRWD CrowdStrike Holdings Inc. Class A 0.03% 538 $267K No change
WPC WP Carey Inc. 0.03% 4,206 $266K Reduce -16.7%
RBCAA Republic Bancorp Inc. Class A 0.03% 3,490 $266K Reduce -11.4%
UPS United Parcel Service Class B 0.03% 2,505 $264K New
HD Home Depot Inc. 0.03% 672 $250K No change
MDT Medtronic PLC 0.03% 2,827 $250K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.03% 839 $241K Reduce -20.3%
SO The Southern Co. 0.03% 2,620 $239K Reduce -1.2%
ABT Abbott Laboratories 0.03% 1,760 $236K Reduce -17.8%
KMB Kimberly-Clark Corp. 0.03% 1,749 $231K No change
MKC McCormick & Co.-Non VTG SHRS 0.03% 2,950 $226K No change
LOW Lowe's Cos Inc. 0.03% 994 $226K No change
FCAP First Capital Inc. 0.03% 5,253 $223K No change
STZ Constellation Brands Inc. Class A 0.03% 1,257 $219K No change
QCOM Qualcomm Inc. 0.03% 1,325 $215K Reduce -1.9%
TSCO Tractor Supply Company 0.03% 3,900 $215K New
PECO Phillips Edison & Company Inc. 0.03% 6,086 $213K Add +0.9%
SHEL Shell PLC-ADR 0.03% 2,950 $213K Reduce -9.8%
WAT Waters Corp. 0.03% 600 $211K Reduce -14.3%
HWC Hancock Whitney Corp. 0.03% 3,450 $209K New
GS Goldman Sachs Group Inc. 0.02% 286 $205K New
SYPR Sypris Solutions Inc. 0.01% 25,000 $53K No change

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

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