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

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 Q2 2025 Q3 2025: $898.6M $898.6M Q3 2025 Q4 2025: $926.5M Q4 2025 Q1 2026: $900.0M Q1 2026 Q2 2026: $925.5M Q2 2026

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
FTEC Fidelity MSCI Info Tech Indx 0.04% 1,459 $327K No change
USB US Bancorp 0.04% 6,736 $319K No change
AXP American Express Co. 0.04% 896 $315K No change
VBR Vngrd Mrngst SL-CP Val ETF-U 0.03% 1,482 $308K Reduce -5.6%
DE Deere & Co. 0.03% 663 $307K No change
MO Altria Group Inc. 0.03% 4,741 $305K No change
VEU Vanguard Ftse All-World Ex-U 0.03% 3,971 $287K No change
WPC WP Carey Inc. 0.03% 4,206 $285K No change
MDLZ Mondelez International Inc. Class A 0.03% 4,589 $284K No change
FNB FNB Corp. 0.03% 17,905 $274K Add +0.7%
APD Air Products & Chemicals Inc. 0.03% 1,077 $273K Add +1.5%
HD Home Depot Inc. 0.03% 698 $272K Add +3.9%
MDT Medtronic PLC 0.03% 2,827 $271K No change
CRWD CrowdStrike Holdings Inc. Class A 0.03% 538 $269K No change
ONB Old National Bancorp 0.03% 12,309 $256K No change
SO The Southern Co. 0.03% 2,620 $255K No change
TXN Texas Instruments Inc. 0.03% 1,447 $247K Add +0.1%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.03% 839 $241K No change
MEDP Medpace Holdings Inc. 0.03% 425 $232K New
ABT Abbott Laboratories 0.03% 1,760 $225K No change
PLTR Palantir Technologies Inc. Class A 0.03% 1,280 $225K New
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.02% 765 $223K New
FCAP First Capital Inc. 0.02% 5,283 $223K Add +0.6%
CBRE CBRE Group Inc. Class A 0.02% 1,339 $219K New
UPS United Parcel Service Class B 0.02% 2,505 $218K No change
TSCO Tractor Supply Company 0.02% 3,900 $214K No change
RBCAA Republic Bancorp Inc. Class A 0.02% 3,045 $213K Reduce -12.8%
GS Goldman Sachs Group Inc. 0.02% 286 $213K No change
KMB Kimberly-Clark Corp. 0.02% 1,749 $210K No change
FIX Comfort Systems USA Inc. 0.02% 264 $209K New
SYPR Sypris Solutions Inc. 0.01% 25,000 $51K No change

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

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