Barlow Wealth Partners, LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 14, 2026), Barlow Wealth Partners, LLC reported 149 stock positions worth $925.5 million. Its top holding was Alphabet Class C (GOOG) at 6.7% of the portfolio, followed by Nvidia (NVDA, 5.0%) and Microsoft (MSFT, 4.2%). Compared with Q1 2026, it opened 12 new positions, sold out of 1, added to 37 and reduced 25. The biggest buy was a new position in Uber Technologies (UBER) and the biggest sale Amazon.com (AMZN, shares −89%).

Most Recent 13F
Q2 2026
Location
LOUISVILLE, KY
CIK
0001999928
Portfolio Value
$925.5M (Q2 2026)
SEC Filing
0001951757-26-000999 ↗ filed Jul 14, 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 Q1 2026 Q2 2026: $925.5M $925.5M Q2 2026

Holdings 149 stocks · $925.5M
GOOG Alphabet Inc. Class C 6.71% 173,030 $62.1M Reduce -13.1%
NVDA Nvidia Corp. 4.98% 225,776 $46.1M Add +1.4%
MSFT Microsoft Corp. 4.22% 101,834 $39.0M Add +0.6%
V Visa Inc. Class A 4.11% 109,392 $38.0M Add +1.2%
AAPL Apple Inc. 3.98% 117,646 $36.9M Reduce -3.8%
COST Costco Wholesale Corp. 3.65% 35,455 $33.8M Add +1.0%
TJX TJX Companies Inc. filed as TJX COS INC NEW 3.46% 209,411 $32.0M Add +1.7%
ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV 3.18% 16,634 $29.4M Reduce -11.2%
BRK.B Berkshire Hathaway Inc. Class B 3.06% 57,201 $28.3M Add +1.6%
GWW WW Grainger Inc. 3.05% 20,912 $28.2M Add +0.7%
JPM JPMorgan Chase & Co. 3.05% 85,274 $28.2M Add +1.1%
MCK McKesson Corp. 2.99% 33,820 $27.7M Add +96.3%
HLI Houlihan Lokey Inc. 2.98% 205,696 $27.6M Add +0.3%
FTI Technipfmc PLC 2.96% 389,000 $27.4M Reduce -11.3%
MLI Mueller Industries Inc. 2.79% 463,736 $25.8M Add +82.9%
SCHW Schwab (charles) Corp. 2.73% 248,860 $25.3M Add +2.0%
TSM Taiwan Semiconductor-SP ADR 2.72% 57,667 $25.2M Reduce -1.3%
FTNT Fortinet Inc. 2.67% 157,525 $24.7M Reduce -2.3%
EME Emcor Group Inc. 2.66% 32,066 $24.7M Reduce -12.2%
RACE Ferrari NV 2.51% 61,855 $23.2M Add +0.9%
RGLD Royal Gold Inc. 2.35% 113,300 $21.7M Add +0.8%
TKO Tko Group Holdings Inc. 2.31% 110,783 $21.4M Reduce -12.6%
UBER Uber Technologies Inc. 2.29% 288,435 $21.2M New
WRB WR Berkley Corp. filed as BERKLEY W R CORP 2.09% 271,315 $19.3M Add +0.4%
GRMN Garmin Ltd. 2.01% 76,268 $18.6M Add +0.7%
CEG Constellation Energy 1.74% 66,046 $16.1M Add +27.2%
CRM Salesforce Inc. 1.73% 95,913 $16.0M Add +44.0%
FICO Fair Isaac Corp. 1.72% 12,601 $16.0M Reduce -17.5%
VRTX Vertex Pharmaceuticals Inc. 1.66% 30,786 $15.3M Add +1.2%
INTU Intuit Inc. 1.21% 41,262 $11.2M Add +191.6%
MORN Morningstar Inc. 1.03% 57,602 $9.5M Reduce -0.2%
JNJ Johnson & Johnson 0.70% 24,463 $6.4M Add +1.8%
GOOGL Alphabet Inc. Class A 0.67% 17,090 $6.2M No change
SYBT Stock Yards Bancorp Inc. 0.50% 61,517 $4.6M No change
ADBE Adobe Inc. 0.47% 19,487 $4.3M Reduce -45.1%
BRK.A Berkshire Hathaway Inc. Class A 0.40% 5 $3.7M No change
NOW ServiceNow Inc. 0.36% 30,921 $3.3M New
XOM Exxon Mobil Corp. 0.30% 19,597 $2.8M Add +0.0%
TT Trane Technologies PLC 0.28% 5,578 $2.6M Reduce -1.1%
TXRH Texas Roadhouse Inc. 0.28% 14,477 $2.6M No change
PNC PNC Financial Services Group 0.28% 10,415 $2.6M Add +0.2%
AMAT Applied Materials Inc. 0.27% 4,378 $2.5M Reduce -7.2%
AMZN Amazon.com Inc. 0.25% 9,637 $2.3M Reduce -89.3%
AMGN Amgen Inc. 0.23% 5,739 $2.1M No change
LLY Eli Lilly & Co. 0.19% 1,448 $1.8M No change
MCD McDonald's Corp. 0.17% 5,534 $1.5M No change
ALL Allstate Corp. 0.16% 5,905 $1.5M No change
FSLR First Solar Inc. 0.15% 6,050 $1.4M No change
KO The Coca-Cola Co. 0.14% 16,061 $1.3M Add +3.2%
CHDN Churchill Downs Inc. 0.14% 15,546 $1.3M Reduce -1.6%
IVV iShares Core S&P 500 ETF 0.13% 1,630 $1.2M No change
TRMK Trustmark Corp. 0.13% 26,864 $1.2M No change
SPY SS SPDR S&P 500 ETF Trust-US 0.13% 1,622 $1.2M No change
ITW Illinois Tool Works 0.13% 4,557 $1.2M Add +6.6%
ADP Automatic Data Processing 0.12% 4,569 $1.1M No change
PG The Procter & Gamble Co. 0.12% 7,401 $1.1M Reduce -4.8%
ABBV Abbvie Inc. 0.12% 4,334 $1.1M Add +19.0%
MS Morgan Stanley 0.12% 4,964 $1.1M No change
KR Kroger Co. 0.11% 17,696 $1.0M No change
UNH Unitedhealth Group Inc. 0.11% 2,448 $1.0M No change
BF.B Brown-Forman Corp. Class B 0.11% 40,023 $1.0M Reduce -0.1%
VT Vanguard Tot World STK ETF 0.11% 6,525 $1.0M No change
CVX Chevron Corp. 0.10% 5,363 $944K No change
MRK Merck & Co. Inc. 0.10% 7,490 $944K No change
ELV Elevance Health Inc. 0.10% 2,205 $917K No change
SPGI S&P Global Inc. 0.10% 2,076 $894K Reduce -0.4%
SYK Stryker Corp. 0.09% 2,556 $835K No change
VTI VG Morningstar TS MKT ETF-US 0.09% 2,196 $809K No change
ORLY O'reilly Automotive Inc. 0.09% 9,465 $804K Add +24.7%
CAT Caterpillar Inc. 0.09% 836 $793K No change
HUM Humana Inc. 0.08% 1,931 $765K Reduce -13.2%
QQQ Invesco QQQ Trust Series 1 0.08% 1,007 $716K No change
MELI MercadoLibre Inc. 0.08% 388 $702K Reduce -9.8%
GD General Dynamics Corp. 0.07% 1,797 $673K No change
NEE Nextera Energy Inc. 0.07% 7,632 $667K No change
SCHG Schwab US Large-Cap Growth 0.07% 19,284 $660K Add +24.1%
ACN Accenture PLC Class A 0.07% 4,731 $649K Reduce -13.7%
MA Mastercard Inc. Class A 0.07% 1,242 $646K Add +28.0%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.07% 6,407 $620K Reduce -3.0%
GLD SPDR Gold Shares 0.07% 1,646 $616K Add +6.0%
CL Colgate-Palmolive Co. 0.07% 6,534 $608K No change
CRWD CrowdStrike Holdings Inc. Class A 0.07% 3,152 $602K Add +300.0%
FIX Comfort Systems USA Inc. 0.06% 350 $590K Reduce -3.9%
PM Philip Morris International 0.06% 3,000 $561K No change
AVGO Broadcom Inc. 0.06% 1,438 $559K No change
VTV Vanguard Mrngstr Val ETF-Aui 0.06% 2,552 $555K No change
CINF Cincinnati Financial Corp. 0.06% 2,965 $538K No change
SHOP Shopify Inc. Class A 0.06% 4,425 $528K No change
DOV Dover Corp. 0.05% 2,270 $480K No change
AVGE Avantis All Eqty Mrkts ETF 0.05% 4,472 $439K No change
TXN Texas Instruments Inc. 0.05% 1,453 $438K Add +0.1%
AZO AutoZone Inc. 0.05% 142 $436K No change
DUK Duke Energy Corp. 0.05% 3,438 $436K New
LMT Lockheed Martin Corp. 0.05% 817 $431K No change
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.05% 1,220 $419K No change
FTEC Fidelity MSCI Info Tech Indx 0.04% 1,492 $412K No change
USB US Bancorp 0.04% 6,736 $411K No change
META Meta Platforms Inc. Class A 0.04% 679 $410K Reduce -11.1%
DE Deere & Co. 0.04% 667 $398K No change
COR Cencora Inc. 0.04% 1,268 $393K No change
GLW Corning Inc. 0.04% 2,126 $391K No change
NFLX Netflix Inc. 0.04% 5,070 $383K Add +0.2%
COF Capital One Financial Corp. 0.04% 1,976 $379K No change
WMT Walmart Inc. 0.04% 3,326 $376K No change
HONA Honeywell Aerospace Inc. 0.04% 1,616 $363K No change
ONTO Onto Innovation Inc. 0.04% 1,230 $358K No change
UPS United Parcel Service Class B 0.04% 3,249 $357K Add +22.6%
HON Honeywell International Inc. 0.04% 1,616 $356K No change
VBR Vngrd Mrngst SL-CP Val ETF-U 0.04% 1,482 $354K No change
MO Altria Group Inc. 0.04% 4,741 $345K No change
FNB FNB Corp. 0.04% 18,291 $337K Add +0.7%
BLK BlackRock Inc. 0.04% 339 $336K No change
VEU Vanguard Ftse All-World Ex-U 0.04% 3,971 $328K No change
FCAP First Capital Inc. 0.04% 5,350 $326K Add +0.4%
GPC Genuine Parts Co. 0.04% 2,608 $325K No change
APD Air Products & Chemicals Inc. 0.03% 1,077 $320K No change
APP AppLovin Corp. Class A 0.03% 612 $320K No change
ONB Old National Bancorp 0.03% 12,309 $317K No change
TSLA Tesla Inc. 0.03% 770 $303K Add +51.6%
SCHF Schwab Intl Equity ETF 0.03% 11,066 $302K New
AXP American Express Co. 0.03% 896 $301K No change
WPC WP Carey Inc. 0.03% 4,206 $297K No change
GS Goldman Sachs Group Inc. 0.03% 286 $294K No change
BF.A Brown-Forman Corp. Class A 0.03% 10,769 $284K No change
FAST Fastenal Co. 0.03% 5,969 $278K New
MDLZ Mondelez International Inc. Class A 0.03% 4,589 $273K No change
RBCAA Republic Bancorp Inc. Class A 0.03% 3,045 $267K No change
PEP Pepsico Inc. 0.03% 1,854 $264K No change
HD Home Depot Inc. 0.03% 775 $261K No change
HWC Hancock Whitney Corp. 0.03% 3,450 $254K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.03% 839 $253K No change
SO The Southern Co. 0.03% 2,620 $253K No change
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.03% 3,060 $245K No change
CB Chubb Ltd. 0.03% 673 $239K No change
MDT Medtronic PLC 0.03% 2,827 $232K No change
AMD Advanced Micro Devices 0.03% 447 $231K New
MEDP Medpace Holdings Inc. 0.02% 432 $230K Reduce -0.2%
DELL Dell Technologies -C 0.02% 505 $218K New
WAT Waters Corp. 0.02% 586 $216K New
SHBI Shore Bancshares Inc. 0.02% 9,696 $215K New
MCHP Microchip Technology Inc. 0.02% 2,520 $215K New
AFL Aflac Inc. 0.02% 1,770 $215K No change
CMI Cummins Inc. 0.02% 321 $215K No change
UCB United Community Banks 0.02% 6,020 $208K No change
VOO Vanguard S&P 500 ETF 0.02% 301 $206K New
PLTR Palantir Technologies Inc. Class A 0.02% 1,555 $206K No change
PSX Phillips 66 0.02% 1,092 $205K New
SHEL Shell PLC-ADR 0.02% 2,450 $201K No change
ORCL Oracle Corp. 0.02% 1,433 $201K No change

Portfolio Sells Q1 2026 → Q2 2026
AMZN Amazon.com Inc. Reduce -89.3% 0.25% −2.24
GOOG Alphabet Inc. Class C Reduce -13.1% 6.71% −0.80
EME Emcor Group Inc. Reduce -12.2% 2.66% −0.61
ADBE Adobe Inc. Reduce -45.1% 0.47% −0.50
FTI Technipfmc PLC Reduce -11.3% 2.96% −0.47
TKO Tko Group Holdings Inc. Reduce -12.6% 2.31% −0.32
MORN Morningstar Inc. Reduce -0.2% 1.03% −0.15
FICO Fair Isaac Corp. Reduce -17.5% 1.72% −0.10
ACN Accenture PLC Class A Reduce -13.7% 0.07% −0.05
T AT&T Inc. Sold out 0.00% −0.02
CHDN Churchill Downs Inc. Reduce -1.6% 0.14% −0.02
BF.B Brown-Forman Corp. Class B Reduce -0.1% 0.11% −0.02
META Meta Platforms Inc. Class A Reduce -11.1% 0.04% −0.01
TT Trane Technologies PLC Reduce -1.1% 0.28% −0.01
MELI MercadoLibre Inc. Reduce -9.8% 0.08% −0.01
DIS The Walt Disney Co. Reduce -3.0% 0.07% −0.01
PG The Procter & Gamble Co. Reduce -4.8% 0.12% −0.01
SPGI S&P Global Inc. Reduce -0.4% 0.10% −0.01
FIX Comfort Systems USA Inc. Reduce -3.9% 0.06% −0.00
MEDP Medpace Holdings Inc. Reduce -0.2% 0.02% −0.00
HUM Humana Inc. Reduce -13.2% 0.08% +0.03
AMAT Applied Materials Inc. Reduce -7.2% 0.27% +0.06
ASML ASML Holding NV-NY Reg SHS Reduce -11.2% 3.18% +0.14
AAPL Apple Inc. Reduce -3.8% 3.98% +0.31
TSM Taiwan Semiconductor-SP ADR Reduce -1.3% 2.72% +0.32
FTNT Fortinet Inc. Reduce -2.3% 2.67% +1.20

Portfolio Buys Q1 2026 → Q2 2026
UBER Uber Technologies Inc. New 2.29% +2.29
MCK McKesson Corp. Add +96.3% 2.99% +1.33
INTU Intuit Inc. Add +191.6% 1.21% +0.59
CRM Salesforce Inc. Add +44.0% 1.73% +0.38
GWW WW Grainger Inc. Add +0.7% 3.05% +0.37
NOW ServiceNow Inc. New 0.36% +0.36
V Visa Inc. Class A Add +1.2% 4.11% +0.30
SCHW Schwab (charles) Corp. Add +2.0% 2.73% +0.23
VRTX Vertex Pharmaceuticals Inc. Add +1.2% 1.66% +0.17
JPM JPMorgan Chase & Co. Add +1.1% 3.05% +0.14
BRK.B Berkshire Hathaway Inc. Class B Add +1.6% 3.06% +0.09
WRB WR Berkley Corp. Add +0.4% 2.09% +0.08
JNJ Johnson & Johnson Add +1.8% 0.70% +0.07
DUK Duke Energy Corp. New 0.05% +0.05
CEG Constellation Energy Add +27.2% 1.74% +0.04
ABBV Abbvie Inc. Add +19.0% 0.12% +0.03
SCHF Schwab Intl Equity ETF New 0.03% +0.03
FAST Fastenal Co. New 0.03% +0.03
CRWD CrowdStrike Holdings Inc. Class A Add +300.0% 0.07% +0.03
AMD Advanced Micro Devices New 0.03% +0.03
DELL Dell Technologies -C New 0.02% +0.02
MCHP Microchip Technology Inc. New 0.02% +0.02
SHBI Shore Bancshares Inc. New 0.02% +0.02
WAT Waters Corp. New 0.02% +0.02
VOO Vanguard S&P 500 ETF New 0.02% +0.02
PSX Phillips 66 New 0.02% +0.02
PNC PNC Financial Services Group Add +0.2% 0.28% +0.02
SCHG Schwab US Large-Cap Growth Add +24.1% 0.07% +0.01
KO The Coca-Cola Co. Add +3.2% 0.14% +0.01
MA Mastercard Inc. Class A Add +28.0% 0.07% +0.01
TSLA Tesla Inc. Add +51.6% 0.03% +0.01
TXN Texas Instruments Inc. Add +0.1% 0.05% +0.01
ORLY O'reilly Automotive Inc. Add +24.7% 0.09% +0.01
UPS United Parcel Service Class B Add +22.6% 0.04% +0.01
FCAP First Capital Inc. Add +0.4% 0.04% +0.00
ITW Illinois Tool Works Add +6.6% 0.13% +0.00
FNB FNB Corp. Add +0.7% 0.04% +0.00
GLD SPDR Gold Shares Add +6.0% 0.07% −0.01
NVDA Nvidia Corp. Add +1.4% 4.98% −0.01
NFLX Netflix Inc. Add +0.2% 0.04% −0.01
XOM Exxon Mobil Corp. Add +0.0% 0.30% −0.02
RACE Ferrari NV Add +0.9% 2.51% −0.03
TJX TJX Companies Inc. Add +1.7% 3.46% −0.22
GRMN Garmin Ltd. Add +0.7% 2.01% −0.24
COST Costco Wholesale Corp. Add +1.0% 3.65% −0.25
MSFT Microsoft Corp. Add +0.6% 4.22% −0.54
MLI Mueller Industries Inc. Add +82.9% 2.79% −0.65
HLI Houlihan Lokey Inc. Add +0.3% 2.98% −0.72
RGLD Royal Gold Inc. Add +0.8% 2.35% −1.00

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