Barlow Wealth Partners, LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 21, 2026), Barlow Wealth Partners, LLC reported 137 stock positions worth $900.0 million. Its top holding was Alphabet Class C (GOOG) at 7.5% of the portfolio, followed by Nvidia (NVDA, 5.0%) and Microsoft (MSFT, 4.8%). Compared with Q4 2025, it opened 9 new positions, sold out of 7, added to 38 and reduced 31. The biggest buy was a new position in Ferrari (RACE) and the biggest sale an exit from Arthur J Gallagher (AJG).

Most Recent 13F
Q2 2026
Location
LOUISVILLE, KY
CIK
0001999928
Portfolio Value
$900.0M (Q1 2026)
SEC Filing
0001951757-26-000665 ↗ filed Apr 21, 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 Q4 2025 Q1 2026: $900.0M $900.0M Q1 2026 Q2 2026: $925.5M Q2 2026

Holdings 137 stocks · $900.0M
GOOG Alphabet Inc. Class C 7.50% 198,988 $67.5M Reduce -15.6%
NVDA Nvidia Corp. 4.99% 222,748 $44.9M Add +0.2%
MSFT Microsoft Corp. 4.75% 101,194 $42.8M Add +1.9%
COST Costco Wholesale Corp. 3.90% 35,110 $35.1M Add +0.8%
V Visa Inc. Class A 3.81% 108,141 $34.3M Add +2.5%
HLI Houlihan Lokey Inc. 3.70% 205,159 $33.3M Add +0.4%
TJX TJX Companies Inc. filed as TJX COS INC NEW 3.68% 205,969 $33.1M Add +0.4%
AAPL Apple Inc. 3.67% 122,235 $33.0M Add +0.1%
MLI Mueller Industries Inc. 3.44% 253,567 $31.0M Reduce -0.6%
FTI Technipfmc PLC 3.43% 438,429 $30.9M Reduce -9.6%
RGLD Royal Gold Inc. 3.35% 112,426 $30.1M Reduce -0.4%
EME Emcor Group Inc. 3.27% 36,520 $29.4M Reduce -7.6%
ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV 3.04% 18,735 $27.3M Reduce -21.2%
BRK.B Berkshire Hathaway Inc. Class B 2.97% 56,327 $26.7M Add +40.5%
JPM JPMorgan Chase & Co. 2.91% 84,361 $26.2M Reduce -0.7%
GWW WW Grainger Inc. 2.68% 20,764 $24.1M Add +0.3%
TKO Tko Group Holdings Inc. 2.62% 126,794 $23.6M Reduce -3.4%
RACE Ferrari NV 2.54% 61,293 $22.9M New
SCHW Schwab (charles) Corp. 2.50% 243,993 $22.5M Add +4624.9%
AMZN Amazon.com Inc. 2.50% 89,625 $22.5M Add +0.6%
TSM Taiwan Semiconductor-SP ADR 2.40% 58,419 $21.6M Reduce -30.8%
GRMN Garmin Ltd. 2.25% 75,714 $20.2M Add +0.3%
WRB WR Berkley Corp. filed as BERKLEY W R CORP 2.01% 270,284 $18.1M Add +0.2%
FICO Fair Isaac Corp. 1.82% 15,275 $16.4M Add +93.1%
CEG Constellation Energy 1.71% 51,932 $15.4M Reduce -1.3%
MCK McKesson Corp. 1.66% 17,224 $14.9M Add +0.6%
VRTX Vertex Pharmaceuticals Inc. 1.49% 30,411 $13.4M Add +1.1%
FTNT Fortinet Inc. 1.47% 161,271 $13.2M Reduce -11.6%
CRM Salesforce Inc. 1.35% 66,620 $12.1M New
MORN Morningstar Inc. 1.18% 57,720 $10.6M Add +3.9%
ADBE Adobe Inc. 0.96% 35,519 $8.7M Reduce -0.2%
GOOGL Alphabet Inc. Class A 0.65% 17,090 $5.8M Add +0.1%
JNJ Johnson & Johnson 0.63% 24,030 $5.6M Reduce -0.4%
INTU Intuit Inc. 0.62% 14,151 $5.6M Reduce -39.4%
SYBT Stock Yards Bancorp Inc. 0.50% 61,517 $4.5M No change
BRK.A Berkshire Hathaway Inc. Class A 0.40% 5 $3.6M No change
XOM Exxon Mobil Corp. 0.32% 19,595 $2.9M Reduce -0.3%
TT Trane Technologies PLC 0.30% 5,639 $2.7M Add +0.0%
TXRH Texas Roadhouse Inc. 0.27% 14,477 $2.4M No change
PNC PNC Financial Services Group 0.26% 10,391 $2.3M Add +0.1%
AMGN Amgen Inc. 0.23% 5,739 $2.0M No change
AMAT Applied Materials Inc. 0.21% 4,718 $1.9M No change
MCD McDonald's Corp. 0.19% 5,534 $1.7M No change
CHDN Churchill Downs Inc. 0.16% 15,796 $1.5M Reduce -3.0%
LLY Eli Lilly & Co. 0.15% 1,448 $1.3M Add +0.9%
ALL Allstate Corp. 0.14% 5,905 $1.3M No change
TRMK Trustmark Corp. 0.14% 26,864 $1.2M No change
KR Kroger Co. 0.13% 17,696 $1.2M Reduce -5.3%
KO The Coca-Cola Co. 0.13% 15,561 $1.2M Add +0.1%
BF.B Brown-Forman Corp. Class B 0.13% 40,065 $1.2M Reduce -0.3%
ITW Illinois Tool Works 0.13% 4,274 $1.2M Reduce -4.2%
IVV iShares Core S&P 500 ETF 0.13% 1,630 $1.2M Add +10.4%
FSLR First Solar Inc. 0.13% 6,050 $1.2M No change
SPY SS SPDR S&P 500 ETF Trust-US 0.13% 1,622 $1.2M Add +1.2%
PG The Procter & Gamble Co. 0.13% 7,771 $1.1M Add +0.0%
ACN Accenture PLC Class A 0.12% 5,480 $1.1M Reduce -1.6%
CVX Chevron Corp. 0.11% 5,363 $987K No change
VT Vanguard Tot World STK ETF 0.11% 6,525 $984K No change
MS Morgan Stanley 0.10% 4,964 $937K No change
SPGI S&P Global Inc. 0.10% 2,085 $923K Add +0.2%
ADP Automatic Data Processing 0.10% 4,569 $916K No change
MRK Merck & Co. Inc. 0.10% 7,490 $892K Reduce -0.7%
SYK Stryker Corp. 0.10% 2,556 $878K No change
MELI MercadoLibre Inc. 0.09% 430 $798K Reduce -95.1%
UNH Unitedhealth Group Inc. 0.09% 2,448 $795K Reduce -3.3%
VTI VG Morningstar TS MKT ETF-US 0.09% 2,196 $770K No change
ABBV Abbvie Inc. 0.08% 3,642 $759K No change
HON Honeywell International Inc. 0.08% 3,235 $756K No change
ELV Elevance Health Inc. 0.08% 2,205 $712K No change
ORLY O'reilly Automotive Inc. 0.08% 7,590 $711K Add +8.6%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.08% 6,607 $702K Reduce -0.7%
NEE Nextera Energy Inc. 0.08% 7,632 $702K No change
GLD SPDR Gold Shares 0.08% 1,553 $693K Reduce -1.6%
CAT Caterpillar Inc. 0.07% 836 $664K No change
QQQ Invesco QQQ Trust Series 1 0.07% 1,007 $653K No change
GD General Dynamics Corp. 0.07% 1,797 $604K No change
FIX Comfort Systems USA Inc. 0.07% 364 $601K No change
AVGO Broadcom Inc. 0.07% 1,438 $585K Reduce -0.7%
SHOP Shopify Inc. Class A 0.06% 4,425 $580K No change
CL Colgate-Palmolive Co. 0.06% 6,534 $561K Reduce -2.4%
META Meta Platforms Inc. Class A 0.06% 764 $526K Reduce -97.8%
VTV Vanguard Mrngstr Val ETF-Aui 0.06% 2,552 $521K No change
AZO AutoZone Inc. 0.06% 142 $507K No change
SCHG Schwab US Large-Cap Growth 0.06% 15,544 $507K No change
MA Mastercard Inc. Class A 0.06% 970 $506K Add +0.4%
DOV Dover Corp. 0.06% 2,270 $497K No change
CINF Cincinnati Financial Corp. 0.06% 2,965 $495K No change
NFLX Netflix Inc. 0.05% 5,060 $492K No change
LMT Lockheed Martin Corp. 0.05% 817 $484K No change
PM Philip Morris International 0.05% 3,000 $473K No change
HUM Humana Inc. 0.05% 2,224 $456K Reduce -2.2%
AVGE Avantis All Eqty Mrkts ETF 0.05% 4,472 $425K No change
WMT Walmart Inc. 0.05% 3,326 $424K No change
COR Cencora Inc. 0.05% 1,268 $415K No change
COF Capital One Financial Corp. 0.05% 1,976 $408K No change
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.04% 1,220 $398K No change
DE Deere & Co. 0.04% 667 $394K Add +0.6%
USB US Bancorp 0.04% 6,736 $383K No change
FTEC Fidelity MSCI Info Tech Indx 0.04% 1,492 $359K Add +1.4%
ONTO Onto Innovation Inc. 0.04% 1,230 $358K No change

Show all 137 holdings

Portfolio Sells Q4 2025 → Q1 2026
AJG Arthur J Gallagher & Co. Sold out 0.00% −2.53
META Meta Platforms Inc. Class A Reduce -97.8% 0.06% −2.38
MELI MercadoLibre Inc. Reduce -95.1% 0.09% −1.97
INTU Intuit Inc. Reduce -39.4% 0.62% −1.01
VEEV Veeva Systems Inc. Class A Sold out 0.00% −0.96
GOOG Alphabet Inc. Class C Reduce -15.6% 7.50% −0.87
TSM Taiwan Semiconductor-SP ADR Reduce -30.8% 2.40% −0.54
ADBE Adobe Inc. Reduce -0.2% 0.96% −0.32
CEG Constellation Energy Reduce -1.3% 1.71% −0.23
ASML ASML Holding NV-NY Reg SHS Reduce -21.2% 3.04% −0.23
TKO Tko Group Holdings Inc. Reduce -3.4% 2.62% −0.20
JPM JPMorgan Chase & Co. Reduce -0.7% 2.91% −0.11
FTNT Fortinet Inc. Reduce -11.6% 1.47% −0.09
ACN Accenture PLC Class A Reduce -1.6% 0.12% −0.05
CHDN Churchill Downs Inc. Reduce -3.0% 0.16% −0.03
ABT Abbott Laboratories Sold out 0.00% −0.02
CBRE CBRE Group Inc. Class A Sold out 0.00% −0.02
TSCO Tractor Supply Company Sold out 0.00% −0.02
MLM Martin Marietta Materials Sold out 0.00% −0.02
HUM Humana Inc. Reduce -2.2% 0.05% −0.02
APP AppLovin Corp. Class A Reduce -5.1% 0.03% −0.01
SYPR Sypris Solutions Inc. Sold out 0.00% −0.01
UNH Unitedhealth Group Inc. Reduce -3.3% 0.09% −0.01
DIS The Walt Disney Co. Reduce -0.7% 0.08% −0.01
PEP Pepsico Inc. Reduce -14.4% 0.03% −0.00
CL Colgate-Palmolive Co. Reduce -2.4% 0.06% +0.00
GLD SPDR Gold Shares Reduce -1.6% 0.08% +0.01
ITW Illinois Tool Works Reduce -4.2% 0.13% +0.01
MRK Merck & Co. Inc. Reduce -0.7% 0.10% +0.01
AVGO Broadcom Inc. Reduce -0.7% 0.07% +0.01
KR Kroger Co. Reduce -5.3% 0.13% +0.01
BF.B Brown-Forman Corp. Class B Reduce -0.3% 0.13% +0.02
MLI Mueller Industries Inc. Reduce -0.6% 3.44% +0.04
XOM Exxon Mobil Corp. Reduce -0.3% 0.32% +0.05
JNJ Johnson & Johnson Reduce -0.4% 0.63% +0.09
RGLD Royal Gold Inc. Reduce -0.4% 3.35% +0.36
EME Emcor Group Inc. Reduce -7.6% 3.27% +0.51
FTI Technipfmc PLC Reduce -9.6% 3.43% +0.81

Portfolio Buys Q4 2025 → Q1 2026
RACE Ferrari NV New 2.54% +2.54
SCHW Schwab (charles) Corp. Add +4624.9% 2.50% +2.45
CRM Salesforce Inc. New 1.35% +1.35
BRK.B Berkshire Hathaway Inc. Class B Add +40.5% 2.97% +0.81
NVDA Nvidia Corp. Add +0.2% 4.99% +0.55
GRMN Garmin Ltd. Add +0.3% 2.25% +0.52
COST Costco Wholesale Corp. Add +0.8% 3.90% +0.42
FICO Fair Isaac Corp. Add +93.1% 1.82% +0.40
GWW WW Grainger Inc. Add +0.3% 2.68% +0.38
AAPL Apple Inc. Add +0.1% 3.67% +0.25
TJX TJX Companies Inc. Add +0.4% 3.68% +0.18
MCK McKesson Corp. Add +0.6% 1.66% +0.15
AMZN Amazon.com Inc. Add +0.6% 2.50% +0.12
TT Trane Technologies PLC Add +0.0% 0.30% +0.07
GOOGL Alphabet Inc. Class A Add +0.1% 0.65% +0.04
GLW Corning Inc. New 0.04% +0.04
PLTR Palantir Technologies Inc. Class A New 0.03% +0.03
T AT&T Inc. New 0.02% +0.02
SHEL Shell PLC-ADR New 0.02% +0.02
UCB United Community Banks New 0.02% +0.02
AFL Aflac Inc. New 0.02% +0.02
CMI Cummins Inc. New 0.02% +0.02
IVV iShares Core S&P 500 ETF Add +10.4% 0.13% +0.02
PNC PNC Financial Services Group Add +0.1% 0.26% +0.02
WRB WR Berkley Corp. Add +0.2% 2.01% +0.02
KO The Coca-Cola Co. Add +0.1% 0.13% +0.01
CRWD CrowdStrike Holdings Inc. Class A Add +46.5% 0.04% +0.01
DE Deere & Co. Add +0.6% 0.04% +0.01
ORLY O'reilly Automotive Inc. Add +8.6% 0.08% +0.01
PG The Procter & Gamble Co. Add +0.0% 0.13% +0.01
SPY SS SPDR S&P 500 ETF Trust-US Add +1.2% 0.13% +0.01
TXN Texas Instruments Inc. Add +0.1% 0.04% +0.01
FTEC Fidelity MSCI Info Tech Indx Add +1.4% 0.04% +0.00
FCAP First Capital Inc. Add +0.5% 0.03% +0.00
FNB FNB Corp. Add +0.8% 0.04% +0.00
UPS United Parcel Service Class B Add +4.7% 0.03% +0.00
TSLA Tesla Inc. Add +7.4% 0.02% −0.00
HD Home Depot Inc. Add +3.6% 0.03% −0.00
MEDP Medpace Holdings Inc. Add +1.9% 0.03% −0.00
MA Mastercard Inc. Class A Add +0.4% 0.06% −0.00
VRTX Vertex Pharmaceuticals Inc. Add +1.1% 1.49% −0.02
LLY Eli Lilly & Co. Add +0.9% 0.15% −0.02
SPGI S&P Global Inc. Add +0.2% 0.10% −0.02
MORN Morningstar Inc. Add +3.9% 1.18% −0.12
V Visa Inc. Class A Add +2.5% 3.81% −0.17
HLI Houlihan Lokey Inc. Add +0.4% 3.70% −0.31
MSFT Microsoft Corp. Add +1.9% 4.75% −0.38

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