Barlow Wealth Partners, LLC

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 15, 2026), Barlow Wealth Partners, LLC reported 135 stock positions worth $926.5 million. Its top holding was Alphabet Class C (GOOG) at 8.4% of the portfolio, followed by Microsoft (MSFT, 5.1%) and Nvidia (NVDA, 4.4%). Compared with Q3 2025, it opened 7 new positions, sold out of 3, added to 40 and reduced 35. The biggest buy was a new position in Arthur J Gallagher (AJG) and the biggest sale an exit from Sprouts Farmers Market (SFM).

Most Recent 13F
Q2 2026
Location
LOUISVILLE, KY
CIK
0001999928
Portfolio Value
$926.5M (Q4 2025)
SEC Filing
0001951757-26-000096 ↗ filed Jan 15, 2026

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

Holdings 135 stocks · $926.5M
GOOG Alphabet Inc. Class C 8.38% 235,754 $77.6M Reduce -5.3%
MSFT Microsoft Corp. 5.14% 99,304 $47.6M Add +1.1%
NVDA Nvidia Corp. 4.44% 222,394 $41.1M Add +0.1%
HLI Houlihan Lokey Inc. 4.01% 204,387 $37.2M Add +0.6%
V Visa Inc. Class A 3.98% 105,509 $36.9M Add +1.9%
TJX TJX Companies Inc. filed as TJX COS INC NEW 3.50% 205,204 $32.4M Reduce -0.6%
COST Costco Wholesale Corp. 3.48% 34,827 $32.2M Add +1.1%
AAPL Apple Inc. 3.42% 122,146 $31.7M Add +0.8%
MLI Mueller Industries Inc. 3.40% 254,963 $31.5M Reduce -14.8%
ASML ASML Holding NV-NY Reg SHS 3.27% 23,772 $30.3M Reduce -21.7%
JPM JPMorgan Chase & Co. 3.02% 84,914 $28.0M Reduce -1.0%
RGLD Royal Gold Inc. 2.99% 112,927 $27.7M Reduce -2.3%
TSM Taiwan Semiconductor-SP ADR 2.95% 84,392 $27.3M Add +1.3%
TKO Tko Group Holdings Inc. 2.83% 131,230 $26.2M Add +0.8%
EME Emcor Group Inc. 2.76% 39,518 $25.5M Add +1.1%
FTI Technipfmc PLC 2.62% 485,044 $24.3M Add +1.1%
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 2.53% 88,580 $23.4M New
META Meta Platforms Inc. Class A 2.44% 34,582 $22.6M Add +0.6%
AMZN Amazon.com Inc. 2.38% 89,099 $22.0M Add +15.9%
GWW WW Grainger Inc. 2.30% 20,694 $21.3M Add +0.5%
BRK.B Berkshire Hathaway Inc. Class B 2.16% 40,093 $20.0M Add +1.9%
MELI MercadoLibre Inc. 2.06% 8,742 $19.0M Reduce -24.0%
WRB WR Berkley Corp. filed as BERKLEY W R CORP 1.99% 269,657 $18.5M Add +1.5%
CEG Constellation Energy 1.94% 52,588 $18.0M Reduce -23.7%
GRMN Garmin Ltd. 1.73% 75,497 $16.0M Add +1.2%
INTU Intuit Inc. 1.63% 23,346 $15.1M Add +1.1%
FTNT Fortinet Inc. 1.56% 182,342 $14.4M Reduce -0.9%
MCK McKesson Corp. 1.51% 17,123 $14.0M Add +7.8%
VRTX Vertex Pharmaceuticals Inc. 1.51% 30,087 $14.0M Add +0.7%
FICO Fair Isaac Corp. 1.42% 7,912 $13.2M Add +0.7%
MORN Morningstar Inc. 1.30% 55,533 $12.0M Reduce -3.4%
ADBE Adobe Inc. 1.28% 35,591 $11.9M Reduce -1.8%
VEEV Veeva Systems Inc. Class A 0.96% 37,089 $8.9M Reduce -31.3%
GOOGL Alphabet Inc. Class A 0.61% 17,073 $5.6M Reduce -1.3%
JNJ Johnson & Johnson 0.53% 24,137 $4.9M Reduce -2.7%
SYBT Stock Yards Bancorp Inc. 0.44% 61,517 $4.1M No change
BRK.A Berkshire Hathaway Inc. Class A 0.40% 5 $3.7M No change
TXRH Texas Roadhouse Inc. 0.29% 14,477 $2.7M No change
XOM Exxon Mobil Corp. 0.26% 19,647 $2.4M Reduce -0.8%
PNC PNC Financial Services Group 0.24% 10,382 $2.3M Reduce -0.3%
TT Trane Technologies PLC 0.23% 5,638 $2.2M Reduce -11.7%
AMGN Amgen Inc. 0.20% 5,739 $1.9M Reduce -16.1%
CHDN Churchill Downs Inc. 0.19% 16,276 $1.8M Add +1.4%
MCD McDonald's Corp. 0.18% 5,534 $1.7M No change
ACN Accenture PLC Class A 0.17% 5,571 $1.6M Reduce -4.3%
LLY Eli Lilly & Co. 0.16% 1,435 $1.5M Add +7.1%
FSLR First Solar Inc. 0.16% 6,050 $1.4M No change
AMAT Applied Materials Inc. 0.15% 4,718 $1.4M Add +0.3%
ALL Allstate Corp. 0.14% 5,905 $1.3M No change
ADP Automatic Data Processing 0.13% 4,569 $1.2M Reduce -0.8%
ITW Illinois Tool Works 0.12% 4,460 $1.1M Reduce -3.2%
SPGI S&P Global Inc. 0.12% 2,081 $1.1M Reduce -9.4%
SPY SS SPDR S&P 500 ETF Trust-US 0.12% 1,603 $1.1M Reduce -0.6%
KR Kroger Co. 0.12% 18,696 $1.1M No change
PG The Procter & Gamble Co. 0.12% 7,769 $1.1M Reduce -4.8%
KO The Coca-Cola Co. 0.12% 15,546 $1.1M No change
TRMK Trustmark Corp. 0.12% 26,864 $1.1M No change
BF.B Brown-Forman Corp. Class B 0.11% 40,175 $1.0M Reduce -18.8%
IVV iShares Core S&P 500 ETF 0.11% 1,476 $1.0M Reduce -20.6%
VT Vanguard Tot World STK ETF 0.10% 6,525 $944K No change
SYK Stryker Corp. 0.10% 2,556 $939K No change
MS Morgan Stanley 0.10% 4,964 $925K No change
UNH Unitedhealth Group Inc. 0.09% 2,532 $871K Reduce -0.6%
CVX Chevron Corp. 0.09% 5,363 $869K Add +1.1%
MRK Merck & Co. Inc. 0.09% 7,540 $833K Reduce -1.1%
ELV Elevance Health Inc. 0.09% 2,205 $822K Reduce -0.2%
ABBV Abbvie Inc. 0.09% 3,642 $802K Add +1.9%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.08% 6,651 $771K Reduce -2.7%
VTI VG Morningstar TS MKT ETF-US 0.08% 2,196 $752K No change
SHOP Shopify Inc. Class A 0.08% 4,425 $728K No change
HON Honeywell International Inc. 0.07% 3,235 $671K Add +0.8%
ORLY O'reilly Automotive Inc. 0.07% 6,990 $656K No change
GLD SPDR Gold Shares 0.07% 1,578 $654K No change
GD General Dynamics Corp. 0.07% 1,797 $636K No change
QQQ Invesco QQQ Trust Series 1 0.07% 1,007 $631K Reduce -3.2%
HUM Humana Inc. 0.07% 2,275 $630K Reduce -16.2%
NEE Nextera Energy Inc. 0.07% 7,632 $610K Add +3.3%
MA Mastercard Inc. Class A 0.06% 966 $556K Add +0.4%
CL Colgate-Palmolive Co. 0.06% 6,696 $546K No change
SCHW Schwab (charles) Corp. 0.06% 5,164 $517K New
CAT Caterpillar Inc. 0.06% 836 $516K No change
SCHG Schwab US Large-Cap Growth 0.06% 15,544 $511K No change
VTV Vanguard Mrngstr Val ETF-Aui 0.05% 2,552 $502K No change
AVGO Broadcom Inc. 0.05% 1,448 $500K Add +25.4%
COF Capital One Financial Corp. 0.05% 1,976 $492K No change
PM Philip Morris International 0.05% 3,000 $488K No change
AZO AutoZone Inc. 0.05% 142 $486K No change
CINF Cincinnati Financial Corp. 0.05% 2,965 $483K No change
DOV Dover Corp. 0.05% 2,270 $458K No change
NFLX Netflix Inc. 0.05% 5,060 $453K Reduce -1.9%
LMT Lockheed Martin Corp. 0.05% 817 $444K No change
COR Cencora Inc. 0.05% 1,268 $426K No change
APP AppLovin Corp. Class A 0.05% 645 $418K Add +10.3%
AVGE Avantis All Eqty Mrkts ETF 0.04% 4,472 $397K No change
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.04% 1,220 $390K No change
WMT Walmart Inc. 0.04% 3,326 $381K Add +5.7%
USB US Bancorp 0.04% 6,736 $372K No change
BLK BlackRock Inc. 0.04% 339 $368K No change
FIX Comfort Systems USA Inc. 0.04% 364 $368K Add +37.9%
AXP American Express Co. 0.04% 896 $337K No change

Show all 135 holdings

Portfolio Sells Q3 2025 → Q4 2025
SFM Sprouts Farmers Market Inc. Sold out 0.00% −1.86
VEEV Veeva Systems Inc. Class A Reduce -31.3% 0.96% −0.78
CEG Constellation Energy Reduce -23.7% 1.94% −0.74
MELI MercadoLibre Inc. Reduce -24.0% 2.06% −0.63
FTNT Fortinet Inc. Reduce -0.9% 1.56% −0.17
ASML ASML Holding NV-NY Reg SHS Reduce -21.7% 3.27% −0.15
ADBE Adobe Inc. Reduce -1.8% 1.28% −0.15
MORN Morningstar Inc. Reduce -3.4% 1.30% −0.11
MLI Mueller Industries Inc. Reduce -14.8% 3.40% −0.07
TT Trane Technologies PLC Reduce -11.7% 0.23% −0.06
BF.B Brown-Forman Corp. Class B Reduce -18.8% 0.11% −0.04
IVV iShares Core S&P 500 ETF Reduce -20.6% 0.11% −0.03
PLTR Palantir Technologies Inc. Class A Sold out 0.00% −0.03
AMGN Amgen Inc. Reduce -16.1% 0.20% −0.02
KMB Kimberly-Clark Corp. Sold out 0.00% −0.02
PG The Procter & Gamble Co. Reduce -4.8% 0.12% −0.02
HUM Humana Inc. Reduce -16.2% 0.07% −0.02
BF.A Brown-Forman Corp. Class A Reduce -32.2% 0.03% −0.02
NFLX Netflix Inc. Reduce -1.9% 0.05% −0.02
ADP Automatic Data Processing Reduce -0.8% 0.13% −0.01
UNH Unitedhealth Group Inc. Reduce -0.6% 0.09% −0.01
ITW Illinois Tool Works Reduce -3.2% 0.12% −0.01
PEP Pepsico Inc. Reduce -2.3% 0.03% −0.01
DIS The Walt Disney Co. Reduce -2.7% 0.08% −0.00
QQQ Invesco QQQ Trust Series 1 Reduce -3.2% 0.07% −0.00
SPGI S&P Global Inc. Reduce -9.4% 0.12% −0.00
JNJ Johnson & Johnson Reduce -2.7% 0.53% −0.00
SPY SS SPDR S&P 500 ETF Trust-US Reduce -0.6% 0.12% +0.00
ELV Elevance Health Inc. Reduce -0.2% 0.09% +0.00
ACN Accenture PLC Class A Reduce -4.3% 0.17% +0.01
XOM Exxon Mobil Corp. Reduce -0.8% 0.26% +0.01
MRK Merck & Co. Inc. Reduce -1.1% 0.09% +0.02
PNC PNC Financial Services Group Reduce -0.3% 0.24% +0.03
GOOGL Alphabet Inc. Class A Reduce -1.3% 0.61% +0.12
JPM JPMorgan Chase & Co. Reduce -1.0% 3.02% +0.21
TJX TJX Companies Inc. Reduce -0.6% 3.50% +0.21
RGLD Royal Gold Inc. Reduce -2.3% 2.99% +0.63
GOOG Alphabet Inc. Class C Reduce -5.3% 8.38% +1.38

Portfolio Buys Q3 2025 → Q4 2025
AJG Arthur J Gallagher & Co. New 2.53% +2.53
FTI Technipfmc PLC Add +1.1% 2.62% +0.62
AMZN Amazon.com Inc. Add +15.9% 2.38% +0.52
TSM Taiwan Semiconductor-SP ADR Add +1.3% 2.95% +0.27
TKO Tko Group Holdings Inc. Add +0.8% 2.83% +0.12
MCK McKesson Corp. Add +7.8% 1.51% +0.10
VRTX Vertex Pharmaceuticals Inc. Add +0.7% 1.51% +0.09
GWW WW Grainger Inc. Add +0.5% 2.30% +0.08
SCHW Schwab (charles) Corp. New 0.06% +0.06
FICO Fair Isaac Corp. Add +0.7% 1.42% +0.05
LLY Eli Lilly & Co. Add +7.1% 0.16% +0.04
AMAT Applied Materials Inc. Add +0.3% 0.15% +0.04
HWC Hancock Whitney Corp. New 0.03% +0.03
ONTO Onto Innovation Inc. New 0.03% +0.03
TSLA Tesla Inc. New 0.02% +0.02
CB Chubb Ltd. New 0.02% +0.02
MLM Martin Marietta Materials New 0.02% +0.02
CHDN Churchill Downs Inc. Add +1.4% 0.19% +0.02
FIX Comfort Systems USA Inc. Add +37.9% 0.04% +0.02
AVGO Broadcom Inc. Add +25.4% 0.05% +0.01
APP AppLovin Corp. Class A Add +10.3% 0.05% +0.01
BRK.B Berkshire Hathaway Inc. Class B Add +1.9% 2.16% +0.01
UPS United Parcel Service Class B Add +1.0% 0.03% +0.01
FCAP First Capital Inc. Add +0.4% 0.03% +0.00
FNB FNB Corp. Add +0.7% 0.03% +0.00
WMT Walmart Inc. Add +5.7% 0.04% +0.00
V Visa Inc. Class A Add +1.9% 3.98% +0.00
TXN Texas Instruments Inc. Add +0.2% 0.03% +0.00
CVX Chevron Corp. Add +1.1% 0.09% +0.00
HD Home Depot Inc. Add +7.2% 0.03% 0.00
ABT Abbott Laboratories Add +3.6% 0.02% −0.00
FTEC Fidelity MSCI Info Tech Indx Add +0.9% 0.04% −0.00
MA Mastercard Inc. Class A Add +0.4% 0.06% −0.00
HON Honeywell International Inc. Add +0.8% 0.07% −0.00
NEE Nextera Energy Inc. Add +3.3% 0.07% −0.00
ABBV Abbvie Inc. Add +1.9% 0.09% −0.00
ORCL Oracle Corp. Add +5.9% 0.03% −0.01
NVDA Nvidia Corp. Add +0.1% 4.44% −0.02
AAPL Apple Inc. Add +0.8% 3.42% −0.06
INTU Intuit Inc. Add +1.1% 1.63% −0.09
EME Emcor Group Inc. Add +1.1% 2.76% −0.13
COST Costco Wholesale Corp. Add +1.1% 3.48% −0.15
WRB WR Berkley Corp. Add +1.5% 1.99% −0.23
GRMN Garmin Ltd. Add +1.2% 1.73% −0.32
META Meta Platforms Inc. Class A Add +0.6% 2.44% −0.37
HLI Houlihan Lokey Inc. Add +0.6% 4.01% −0.38
MSFT Microsoft Corp. Add +1.1% 5.14% −0.55

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