Barlow Wealth Partners, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 3, 2025), Barlow Wealth Partners, LLC reported 131 stock positions worth $898.6 million. Its top holding was Alphabet Class C (GOOG) at 7.0% of the portfolio, followed by Microsoft (MSFT, 5.7%) and Nvidia (NVDA, 4.5%). Compared with Q2 2025, it opened 10 new positions, sold out of 13, added to 42 and reduced 31. The biggest buy was a new position in Sprouts Farmers Market (SFM) and the biggest sale an exit from Pinnacle Financial Partners (PNFP).
- Most Recent 13F
- Q2 2026
- Location
- LOUISVILLE, KY
- CIK
- 0001999928
- Portfolio Value
- $898.6M (Q3 2025)
- SEC Filing
- 0001951757-25-001236 ↗ filed Nov 3, 2025
Holdings Value
Holdings 131 stocks · $898.6M
| GOOG Alphabet Inc. Class C | 7.00% | 249,083 | $62.9M | Reduce -5.8% |
| MSFT Microsoft Corp. | 5.69% | 98,256 | $51.1M | Add +1.4% |
| NVDA Nvidia Corp. | 4.46% | 222,177 | $40.1M | Add +0.2% |
| HLI Houlihan Lokey Inc. | 4.39% | 203,133 | $39.4M | Reduce -1.2% |
| V Visa Inc. Class A | 3.98% | 103,572 | $35.8M | Reduce -1.6% |
| COST Costco Wholesale Corp. | 3.62% | 34,452 | $32.5M | Add +2.2% |
| AAPL Apple Inc. | 3.48% | 121,111 | $31.3M | Add +0.7% |
| MLI Mueller Industries Inc. | 3.47% | 299,174 | $31.2M | Add +1.7% |
| ASML ASML Holding NV-NY Reg SHS | 3.42% | 30,367 | $30.7M | Add +1.5% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 3.29% | 206,390 | $29.5M | Add +1.4% |
| EME Emcor Group Inc. | 2.88% | 39,067 | $25.9M | Add +2.3% |
| JPM JPMorgan Chase & Co. | 2.81% | 85,789 | $25.2M | Add +0.0% |
| META Meta Platforms Inc. Class A | 2.80% | 34,363 | $25.2M | Add +2.0% |
| TKO Tko Group Holdings Inc. | 2.71% | 130,200 | $24.3M | Add +2.4% |
| CEG Constellation Energy | 2.68% | 68,894 | $24.1M | Add +0.9% |
| MELI MercadoLibre Inc. | 2.68% | 11,505 | $24.1M | Add +126.7% |
| TSM Taiwan Semiconductor-SP ADR | 2.68% | 83,344 | $24.1M | Add +2.3% |
| RGLD Royal Gold Inc. | 2.36% | 115,610 | $21.2M | Add +2.0% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 2.22% | 20,592 | $19.9M | Add +45.2% |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 2.22% | 265,705 | $19.9M | Add +1.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.15% | 39,336 | $19.3M | Add +433.7% |
| GRMN Garmin Ltd. | 2.05% | 74,570 | $18.5M | Add +1.6% |
| FTI Technipfmc PLC | 2.00% | 479,766 | $18.0M | Add +27.4% |
| AMZN Amazon.com Inc. | 1.86% | 76,844 | $16.7M | Add +511.6% |
| SFM Sprouts Farmers Market Inc. | 1.86% | 154,705 | $16.7M | New |
| VEEV Veeva Systems Inc. Class A | 1.74% | 53,997 | $15.7M | New |
| FTNT Fortinet Inc. | 1.73% | 183,962 | $15.6M | Add +3.0% |
| INTU Intuit Inc. | 1.72% | 23,085 | $15.5M | Add +30.9% |
| ADBE Adobe Inc. | 1.43% | 36,238 | $12.8M | Add +1.2% |
| VRTX Vertex Pharmaceuticals Inc. | 1.42% | 29,880 | $12.7M | Reduce -41.4% |
| MORN Morningstar Inc. | 1.41% | 57,475 | $12.6M | Add +17.1% |
| MCK McKesson Corp. | 1.41% | 15,887 | $12.6M | New |
| FICO Fair Isaac Corp. | 1.38% | 7,858 | $12.4M | Add +61.8% |
| JNJ Johnson & Johnson | 0.53% | 24,812 | $4.8M | Reduce -3.1% |
| GOOGL Alphabet Inc. Class A | 0.48% | 17,301 | $4.4M | Add +0.4% |
| SYBT Stock Yards Bancorp Inc. | 0.46% | 61,517 | $4.2M | No change |
| BRK.A Berkshire Hathaway Inc. Class A | 0.41% | 5 | $3.7M | No change |
| TT Trane Technologies PLC | 0.29% | 6,383 | $2.6M | Reduce -1.4% |
| TXRH Texas Roadhouse Inc. | 0.29% | 14,477 | $2.6M | New |
| XOM Exxon Mobil Corp. | 0.25% | 19,800 | $2.3M | Reduce -3.7% |
| AMGN Amgen Inc. | 0.23% | 6,843 | $2.0M | No change |
| PNC PNC Financial Services Group | 0.21% | 10,417 | $1.9M | Add +0.6% |
| MCD McDonald's Corp. | 0.19% | 5,534 | $1.7M | No change |
| CHDN Churchill Downs Inc. | 0.17% | 16,046 | $1.5M | Reduce -5.9% |
| ACN Accenture PLC Class A | 0.16% | 5,821 | $1.5M | Reduce -89.0% |
| BF.B Brown-Forman Corp. Class B | 0.15% | 49,477 | $1.4M | Reduce -88.3% |
| FSLR First Solar Inc. | 0.15% | 6,050 | $1.4M | No change |
| ADP Automatic Data Processing | 0.15% | 4,607 | $1.3M | Reduce -4.2% |
| KR Kroger Co. | 0.14% | 18,696 | $1.3M | No change |
| IVV iShares Core S&P 500 ETF | 0.14% | 1,860 | $1.2M | No change |
| PG The Procter & Gamble Co. | 0.14% | 8,163 | $1.2M | Reduce -7.9% |
| ITW Illinois Tool Works | 0.13% | 4,606 | $1.2M | No change |
| ALL Allstate Corp. | 0.13% | 5,905 | $1.2M | Add +0.4% |
| SPGI S&P Global Inc. | 0.12% | 2,296 | $1.1M | Add +0.5% |
| KO The Coca-Cola Co. | 0.12% | 15,546 | $1.1M | Reduce -1.3% |
| LLY Eli Lilly & Co. | 0.12% | 1,340 | $1.1M | Add +41.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.12% | 1,613 | $1.1M | Add +10.4% |
| AMAT Applied Materials Inc. | 0.12% | 4,706 | $1.0M | No change |
| TRMK Trustmark Corp. | 0.11% | 26,864 | $1.0M | No change |
| SYK Stryker Corp. | 0.11% | 2,556 | $993K | Reduce -5.0% |
| UNH Unitedhealth Group Inc. | 0.10% | 2,547 | $921K | Reduce -90.3% |
| VT Vanguard Tot World STK ETF | 0.10% | 6,525 | $904K | No change |
| CVX Chevron Corp. | 0.09% | 5,303 | $825K | Reduce -8.8% |
| ABBV Abbvie Inc. | 0.09% | 3,575 | $818K | Reduce -0.7% |
| MS Morgan Stanley | 0.09% | 4,964 | $785K | Reduce -7.5% |
| HUM Humana Inc. | 0.09% | 2,716 | $781K | Add +4.9% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.09% | 6,836 | $773K | Add +86.9% |
| ELV Elevance Health Inc. | 0.08% | 2,209 | $763K | Reduce -88.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.08% | 2,196 | $722K | Reduce -4.4% |
| SHOP Shopify Inc. Class A | 0.08% | 4,425 | $717K | No change |
| ORLY O'reilly Automotive Inc. | 0.08% | 6,990 | $707K | No change |
| MRK Merck & Co. Inc. | 0.07% | 7,625 | $668K | Reduce -11.4% |
| HON Honeywell International Inc. | 0.07% | 3,210 | $663K | Reduce -1.2% |
| QQQ Invesco QQQ Trust Series 1 | 0.07% | 1,040 | $630K | Add +10.2% |
| NEE Nextera Energy Inc. | 0.07% | 7,392 | $612K | Reduce -11.9% |
| GD General Dynamics Corp. | 0.07% | 1,797 | $608K | Reduce -10.0% |
| GLD SPDR Gold Shares | 0.07% | 1,578 | $595K | Reduce -6.2% |
| NFLX Netflix Inc. | 0.06% | 516 | $576K | No change |
| AZO AutoZone Inc. | 0.06% | 142 | $568K | No change |
| MA Mastercard Inc. Class A | 0.06% | 962 | $550K | Reduce -17.4% |
| CL Colgate-Palmolive Co. | 0.06% | 6,696 | $535K | No change |
| SCHG Schwab US Large-Cap Growth | 0.06% | 15,544 | $498K | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.05% | 2,552 | $476K | No change |
| PM Philip Morris International | 0.05% | 3,000 | $471K | No change |
| CINF Cincinnati Financial Corp. | 0.05% | 2,965 | $461K | No change |
| BF.A Brown-Forman Corp. Class A | 0.05% | 15,887 | $440K | No change |
| COF Capital One Financial Corp. | 0.05% | 1,976 | $435K | No change |
| CAT Caterpillar Inc. | 0.05% | 836 | $430K | No change |
| COR Cencora Inc. | 0.05% | 1,268 | $419K | No change |
| LMT Lockheed Martin Corp. | 0.04% | 817 | $398K | No change |
| AVGO Broadcom Inc. | 0.04% | 1,155 | $393K | Add +4.6% |
| BLK BlackRock Inc. | 0.04% | 339 | $383K | No change |
| DOV Dover Corp. | 0.04% | 2,270 | $380K | Add +9.7% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.04% | 1,220 | $376K | No change |
| AVGE Avantis All Eqty Mrkts ETF | 0.04% | 4,472 | $373K | No change |
| ORCL Oracle Corp. | 0.04% | 1,353 | $369K | Reduce -4.9% |
| GPC Genuine Parts Co. | 0.04% | 2,608 | $346K | No change |
| PEP Pepsico Inc. | 0.04% | 2,216 | $339K | Reduce -18.4% |
| WMT Walmart Inc. | 0.04% | 3,146 | $337K | Reduce -37.0% |
| APP AppLovin Corp. Class A | 0.04% | 585 | $330K | New |
Portfolio Sells Q2 2025 → Q3 2025
| PNFP Pinnacle Financial Partners | Sold out | 0.00% | −2.56 |
| PAYC Paycom Software Inc. | Sold out | 0.00% | −2.19 |
| NVO Novo-Nordisk A/S-Spons ADR | Sold out | 0.00% | −1.98 |
| ACN Accenture PLC Class A | Reduce -89.0% | 0.16% | −1.76 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -41.4% | 1.42% | −1.37 |
| BF.B Brown-Forman Corp. Class B | Reduce -88.3% | 0.15% | −1.30 |
| UNH Unitedhealth Group Inc. | Reduce -90.3% | 0.10% | −0.87 |
| ELV Elevance Health Inc. | Reduce -88.8% | 0.08% | −0.74 |
| V Visa Inc. Class A | Reduce -1.6% | 3.98% | −0.48 |
| HLI Houlihan Lokey Inc. | Reduce -1.2% | 4.39% | −0.13 |
| TT Trane Technologies PLC | Reduce -1.4% | 0.29% | −0.05 |
| CHDN Churchill Downs Inc. | Reduce -5.9% | 0.17% | −0.04 |
| TSLA Tesla Inc. | Sold out | 0.00% | −0.03 |
| PG The Procter & Gamble Co. | Reduce -7.9% | 0.14% | −0.03 |
| CB Chubb Ltd. | Sold out | 0.00% | −0.03 |
| ADP Automatic Data Processing | Reduce -4.2% | 0.15% | −0.03 |
| LOW Lowe's Cos Inc. | Sold out | 0.00% | −0.03 |
| MKC McCormick & Co.-Non VTG SHRS | Sold out | 0.00% | −0.03 |
| STZ Constellation Brands Inc. Class A | Sold out | 0.00% | −0.03 |
| QCOM Qualcomm Inc. | Sold out | 0.00% | −0.03 |
| PECO Phillips Edison & Company Inc. | Sold out | 0.00% | −0.03 |
| SHEL Shell PLC-ADR | Sold out | 0.00% | −0.03 |
| WAT Waters Corp. | Sold out | 0.00% | −0.03 |
| HWC Hancock Whitney Corp. | Sold out | 0.00% | −0.03 |
| WMT Walmart Inc. | Reduce -37.0% | 0.04% | −0.02 |
| XOM Exxon Mobil Corp. | Reduce -3.7% | 0.25% | −0.02 |
| HON Honeywell International Inc. | Reduce -1.2% | 0.07% | −0.02 |
| MA Mastercard Inc. Class A | Reduce -17.4% | 0.06% | −0.02 |
| SYK Stryker Corp. | Reduce -5.0% | 0.11% | −0.02 |
| CVX Chevron Corp. | Reduce -8.8% | 0.09% | −0.01 |
| KO The Coca-Cola Co. | Reduce -1.3% | 0.12% | −0.01 |
| MRK Merck & Co. Inc. | Reduce -11.4% | 0.07% | −0.01 |
| RBCAA Republic Bancorp Inc. Class A | Reduce -12.8% | 0.02% | −0.01 |
| PEP Pepsico Inc. | Reduce -18.4% | 0.04% | −0.01 |
| NEE Nextera Energy Inc. | Reduce -11.9% | 0.07% | −0.01 |
| MS Morgan Stanley | Reduce -7.5% | 0.09% | −0.00 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -4.4% | 0.08% | −0.00 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -5.6% | 0.03% | −0.00 |
| GD General Dynamics Corp. | Reduce -10.0% | 0.07% | −0.00 |
| ORCL Oracle Corp. | Reduce -4.9% | 0.04% | +0.00 |
| GLD SPDR Gold Shares | Reduce -6.2% | 0.07% | +0.00 |
| ABBV Abbvie Inc. | Reduce -0.7% | 0.09% | +0.01 |
| JNJ Johnson & Johnson | Reduce -3.1% | 0.53% | +0.06 |
| GOOG Alphabet Inc. Class C | Reduce -5.8% | 7.00% | +1.31 |
Portfolio Buys Q2 2025 → Q3 2025
| SFM Sprouts Farmers Market Inc. | New | 1.86% | +1.86 |
| VEEV Veeva Systems Inc. Class A | New | 1.74% | +1.74 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +433.7% | 2.15% | +1.73 |
| AMZN Amazon.com Inc. | Add +511.6% | 1.86% | +1.53 |
| MCK McKesson Corp. | New | 1.41% | +1.41 |
| MELI MercadoLibre Inc. | Add +126.7% | 2.68% | +1.18 |
| ASML ASML Holding NV-NY Reg SHS | Add +1.5% | 3.42% | +0.56 |
| MLI Mueller Industries Inc. | Add +1.7% | 3.47% | +0.54 |
| GWW WW Grainger Inc. | Add +45.2% | 2.22% | +0.46 |
| FTI Technipfmc PLC | Add +27.4% | 2.00% | +0.44 |
| AAPL Apple Inc. | Add +0.7% | 3.48% | +0.43 |
| EME Emcor Group Inc. | Add +2.3% | 2.88% | +0.41 |
| TSM Taiwan Semiconductor-SP ADR | Add +2.3% | 2.68% | +0.40 |
| FICO Fair Isaac Corp. | Add +61.8% | 1.38% | +0.31 |
| TXRH Texas Roadhouse Inc. | New | 0.29% | +0.29 |
| NVDA Nvidia Corp. | Add +0.2% | 4.46% | +0.29 |
| TJX TJX Companies Inc. | Add +1.4% | 3.29% | +0.23 |
| GRMN Garmin Ltd. | Add +1.6% | 2.05% | +0.18 |
| CEG Constellation Energy | Add +0.9% | 2.68% | +0.18 |
| GOOGL Alphabet Inc. Class A | Add +0.4% | 0.48% | +0.12 |
| INTU Intuit Inc. | Add +30.9% | 1.72% | +0.09 |
| APP AppLovin Corp. Class A | New | 0.04% | +0.04 |
| LLY Eli Lilly & Co. | Add +41.2% | 0.12% | +0.03 |
| DIS The Walt Disney Co. | Add +86.9% | 0.09% | +0.03 |
| MEDP Medpace Holdings Inc. | New | 0.03% | +0.03 |
| PLTR Palantir Technologies Inc. Class A | New | 0.03% | +0.03 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | New | 0.02% | +0.02 |
| CBRE CBRE Group Inc. Class A | New | 0.02% | +0.02 |
| FIX Comfort Systems USA Inc. | New | 0.02% | +0.02 |
| HUM Humana Inc. | Add +4.9% | 0.09% | +0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +10.4% | 0.12% | +0.01 |
| TKO Tko Group Holdings Inc. | Add +2.4% | 2.71% | +0.01 |
| AVGO Broadcom Inc. | Add +4.6% | 0.04% | +0.01 |
| QQQ Invesco QQQ Trust Series 1 | Add +10.2% | 0.07% | +0.01 |
| WRB WR Berkley Corp. | Add +1.8% | 2.22% | +0.01 |
| HD Home Depot Inc. | Add +3.9% | 0.03% | +0.00 |
| FCAP First Capital Inc. | Add +0.6% | 0.02% | −0.00 |
| FNB FNB Corp. | Add +0.7% | 0.03% | −0.00 |
| MSFT Microsoft Corp. | Add +1.4% | 5.69% | −0.00 |
| DOV Dover Corp. | Add +9.7% | 0.04% | −0.00 |
| APD Air Products & Chemicals Inc. | Add +1.5% | 0.03% | −0.01 |
| ALL Allstate Corp. | Add +0.4% | 0.13% | −0.01 |
| TXN Texas Instruments Inc. | Add +0.1% | 0.03% | −0.01 |
| SPGI S&P Global Inc. | Add +0.5% | 0.12% | −0.02 |
| PNC PNC Financial Services Group | Add +0.6% | 0.21% | −0.03 |
| RGLD Royal Gold Inc. | Add +2.0% | 2.36% | −0.07 |
| META Meta Platforms Inc. Class A | Add +2.0% | 2.80% | −0.07 |
| JPM JPMorgan Chase & Co. | Add +0.0% | 2.81% | −0.19 |
| ADBE Adobe Inc. | Add +1.2% | 1.43% | −0.19 |
| COST Costco Wholesale Corp. | Add +2.2% | 3.62% | −0.34 |
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 |