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CIK: 0001999928
Total reported value
$925.5M
$925.5M
134 檔
22.1%
At the close of Q2 2025, Barlow Wealth Partners, LLC disclosed equity holdings valued at approximately $925.5M, spread across 134 reported holdings.
During Q2 2025, Barlow Wealth Partners, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 5.70% | -0.53% | +1.21% | |
| 2 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 5.68% | -0.79% | +0.98% | |
| 3 | HLI | Houlihan Lokey Inc | Stock-Financials | 4.51% | -0.72% | +0.87% | |
| 4 | V | Visa Inc-class A Shares | Stock-Financials | 4.46% | +0.30% | +1.41% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 4.17% | -0.01% | +17.35% | |
| 6 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 3.96% | -0.25% | +0.71% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 3.06% | +0.31% | -6.86% | |
| 8 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 3.05% | -0.22% | +0.77% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.00% | +0.14% | -1.42% | |
| 10 | MLI | Mueller Industries Inc | Stock-Industrials | 2.93% | -0.65% | +29.72% | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.88% | -0.02% | +24.63% | |
| 12 | ASML | ASML Holding N.V. | Stock-Tech | 2.86% | +0.14% | +13.98% | |
| 13 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 2.79% | +0.17% | +1.73% | |
| 14 | TKO | Tko Group Holdings Inc | Stock-Comm Services | 2.70% | -0.31% | +0.80% | |
| 15 | PNW | Pinnacle West Capital Corporation | Stock-Utilities | 2.56% | — | +0.82% | |
| 16 | CEG | Constellation Energy | Stock-Utilities | 2.51% | +0.03% | -25.04% | |
| 17 | EME | Emcor Group Inc | Stock-Industrials | 2.48% | -0.61% | +1.19% | |
| 18 | RGLD | Royal Gold Inc | Stock-Materials | 2.43% | -1.00% | +1.02% | |
| 19 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 2.28% | +0.32% | +2246.83% | |
| 20 | WRB | Wr Berkley CORP | Stock-Financials | 2.21% | +0.08% | +0.79% | |
| 21 | PAYC | Paycom Software Inc | Stock-Tech | 2.19% | — | -18.70% | |
| 22 | FTNT | Fortinet Inc | Stock-Tech | 2.19% | +1.20% | +0.92% | |
| 23 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 1.98% | — | — | |
| 24 | ACN | Accenture plc | Stock-Tech | 1.92% | -0.05% | +0.32% | |
| 25 | GRMN | Garmin Ltd. | Stock-Tech | 1.87% | -0.24% | +1.24% | |
| 26 | MORN | Morningstar Inc | Stock-Financials | 1.82% | -0.15% | +33.63% | |
| 27 | GWW | Ww Grainger Inc | Stock-Industrials | 1.76% | +0.37% | +1.96% | |
| 28 | INTU | Intuit Inc | Stock-Tech | 1.63% | +0.59% | +1.12% | |
| 29 | ADBE | Adobe Inc | Stock-Tech | 1.62% | -0.49% | +5.79% | |
| 30 | FTI | TechnipFMC plc | Stock-Energy | 1.56% | -0.47% | — | |
| 31 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 1.50% | -0.01% | +1257.22% | |
| 32 | BF-B | Brown-forman Corp-class B | Stock-Other | 1.46% | -0.02% | +887.06% | |
| 33 | FICO | Fair Isaac CORP | Stock-Tech | 1.07% | -0.10% | +1.67% | |
| 34 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.97% | +0.02% | -44.38% | |
| 35 | ELV | Elevance Health Inc | Stock-Healthcare | 0.82% | +0.02% | +762.72% | |
| 36 | SYBT | Stock Yards Bancorp Inc | Stock-Other | 0.60% | — | — | |
| 37 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.48% | +0.07% | -0.52% | |
| 38 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.43% | — | — | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.42% | +0.09% | +3.66% | |
| 40 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.37% | +0.02% | -0.23% | |
| 41 | TT | Trane Technologies plc | Stock-Industrials | 0.34% | -0.02% | — | |
| 42 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.33% | -2.25% | +0.35% | |
| 43 | XOM | Exxon Mobil CORP | Stock-Energy | 0.27% | -0.02% | -82.38% | |
| 44 | AMGN | Amgen Inc | Stock-Healthcare | 0.24% | — | -2.17% | |
| 45 | PNC | Pnc Financial Services Group | Stock-Financials | 0.24% | +0.02% | +0.13% | |
| 46 | CHDN | Churchill Downs Inc | Stock-Consumer Disc | 0.21% | -0.02% | -86.48% | |
| 47 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.20% | -0.02% | -1.16% | |
| 48 | ADP | Automatic Data Processing | Stock-Tech | 0.18% | +0.02% | -5.15% | |
| 49 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.17% | -0.01% | -1.86% | |
| 50 | KR | Kroger Co | Stock-Consumer Staples | 0.16% | -0.02% | -5.08% |
According to official SEC Form 13F filings, Barlow Wealth Partners, LLC reported a total U.S. public equity portfolio value of $925.5M across 134 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, GOOG, HLI) accounted for 22.1% of total reported equity market value during Q2 2025.
During Q2 2025, Barlow Wealth Partners, LLC's top holdings by market value included MSFT (5.7%)、GOOG (5.7%)、HLI (4.5%). The largest single position, MSFT, represented 5.7% of total portfolio value.
In Q2 2025, Barlow Wealth Partners, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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