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CIK: 0001999928
Total reported value
$925.5M
$925.5M
131 檔
24.8%
During the Q3 2025 filing period, Barlow Wealth Partners, LLC (CIK: 0001999928) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $925.5M across 131 reported positions.
In Q3 2025, Barlow Wealth Partners, LLC displayed an active expansion posture, initiating 6 new positions and adding to 23 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 7.00% | -0.79% | -5.75% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 5.69% | -0.53% | +1.39% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 4.46% | -0.01% | +0.23% | |
| 4 | HLI | Houlihan Lokey Inc | Stock-Financials | 4.39% | -0.72% | -1.19% | |
| 5 | V | Visa Inc-class A Shares | Stock-Financials | 3.98% | +0.30% | -1.64% | |
| 6 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 3.62% | -0.25% | +2.20% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 3.48% | +0.31% | +0.69% | |
| 8 | MLI | Mueller Industries Inc | Stock-Industrials | 3.47% | -0.65% | +1.68% | |
| 9 | ASML | ASML Holding N.V. | Stock-Tech | 3.42% | +0.14% | +1.49% | |
| 10 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 3.29% | -0.22% | +1.39% | |
| 11 | EME | Emcor Group Inc | Stock-Industrials | 2.88% | -0.61% | +2.29% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.81% | +0.14% | +0.04% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.80% | -0.02% | +1.99% | |
| 14 | TKO | Tko Group Holdings Inc | Stock-Comm Services | 2.71% | -0.31% | +2.41% | |
| 15 | CEG | Constellation Energy | Stock-Utilities | 2.68% | +0.03% | +0.86% | |
| 16 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 2.68% | -0.01% | +126.65% | |
| 17 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 2.68% | +0.32% | +2.29% | |
| 18 | RGLD | Royal Gold Inc | Stock-Materials | 2.36% | -1.00% | +2.03% | |
| 19 | GWW | Ww Grainger Inc | Stock-Industrials | 2.22% | +0.37% | +45.20% | |
| 20 | WRB | Wr Berkley CORP | Stock-Financials | 2.22% | +0.08% | +1.76% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.15% | +0.09% | +433.66% | |
| 22 | GRMN | Garmin Ltd. | Stock-Tech | 2.05% | -0.24% | +1.58% | |
| 23 | FTI | TechnipFMC plc | Stock-Energy | 2.00% | -0.47% | +27.44% | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.86% | -2.25% | +511.57% | |
| 25 | SFM | Sprouts Farmers Market Inc | Stock-Consumer Staples | 1.86% | — | — | |
| 26 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 1.74% | — | — | |
| 27 | FTNT | Fortinet Inc | Stock-Tech | 1.73% | +1.20% | +2.95% | |
| 28 | INTU | Intuit Inc | Stock-Tech | 1.72% | +0.59% | +30.87% | |
| 29 | ADBE | Adobe Inc | Stock-Tech | 1.43% | -0.49% | +1.20% | |
| 30 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.42% | +0.17% | -41.36% | |
| 31 | MORN | Morningstar Inc | Stock-Financials | 1.41% | -0.15% | +17.12% | |
| 32 | MCK | Mckesson CORP | Stock-Healthcare | 1.41% | +1.33% | — | |
| 33 | FICO | Fair Isaac CORP | Stock-Tech | 1.38% | -0.10% | +61.79% | |
| 34 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.53% | +0.07% | -3.07% | |
| 35 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.48% | +0.02% | +0.38% | |
| 36 | SYBT | Stock Yards Bancorp Inc | Stock-Other | 0.46% | — | — | |
| 37 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.41% | — | — | |
| 38 | TT | Trane Technologies plc | Stock-Industrials | 0.29% | -0.02% | -1.39% | |
| 39 | TXRH | Texas Roadhouse Inc | Stock-Consumer Disc | 0.29% | +0.01% | — | |
| 40 | XOM | Exxon Mobil CORP | Stock-Energy | 0.25% | -0.02% | -3.68% | |
| 41 | AMGN | Amgen Inc | Stock-Healthcare | 0.23% | — | — | |
| 42 | PNC | Pnc Financial Services Group | Stock-Financials | 0.21% | +0.02% | +0.60% | |
| 43 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.19% | -0.02% | — | |
| 44 | CHDN | Churchill Downs Inc | Stock-Consumer Disc | 0.17% | -0.02% | -5.87% | |
| 45 | ACN | Accenture plc | Stock-Tech | 0.16% | -0.05% | -89.03% | |
| 46 | BF-B | Brown-forman Corp-class B | Stock-Other | 0.15% | -0.02% | -88.33% | |
| 47 | FSLR | First Solar Inc | Stock-Tech | 0.15% | +0.02% | — | |
| 48 | ADP | Automatic Data Processing | Stock-Tech | 0.15% | +0.02% | -4.16% | |
| 49 | KR | Kroger Co | Stock-Consumer Staples | 0.14% | -0.02% | — | |
| 50 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.14% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TSM | Taiwan Semiconductor-sp Adr | +2.6% | +2.29% | Add |
| 2 | MELI | Mercadolibre Inc | +2.6% | +126.65% | Add |
| 3 | NVDA | Nvidia CORP | +1.7% | +0.23% | Add |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | +1.7% | +433.66% | Add |
| 5 | AMZN | Amazon.com Inc | +1.6% | +511.57% | Add |
| 6 | GOOG | Alphabet Inc-cl C | +1.4% | -5.75% | Trim |
| 7 | MLI | Mueller Industries Inc | +1.3% | +1.68% | Add |
| 8 | ASML | ASML Holding N.V. | +1.1% | +1.49% | Add |
| 9 | META | Meta Platforms Inc-class A | +0.9% | +1.99% | Add |
| 10 | EME | Emcor Group Inc | +0.9% | +2.29% | Add |
| 11 | MSFT | Microsoft CORP | +0.8% | +1.39% | Add |
| 12 | GWW | Ww Grainger Inc | +0.4% | +45.20% | Add |
| 13 | INTU | Intuit Inc | +0.3% | +30.87% | Add |
| 14 | GRMN | Garmin Ltd. | +0.2% | +1.58% | Add |
| 15 | FICO | Fair Isaac CORP | +0.2% | +61.79% | Add |
| 16 | HLI | Houlihan Lokey Inc | +0.1% | -1.19% | Trim |
| 17 | TKO | Tko Group Holdings Inc | +0.1% | +2.41% | Add |
| 18 | GOOGL | Alphabet Inc-cl A | +0.1% | +0.38% | Add |
| 19 | MORN | Morningstar Inc | +0.1% | +17.12% | Add |
| 20 | DIS | Walt Disney Co/the | +0.1% | +86.93% | Add |
| 21 | JPM | Jpmorgan Chase & Co | 0% | +0.04% | Trim |
| 22 | CEG | Constellation Energy | 0% | +0.86% | Trim |
| 23 | JNJ | Johnson & Johnson | 0% | -3.07% | Trim |
| 24 | AAPL | Apple Inc | -0.1% | +0.69% | Trim |
| 25 | TJX | Tjx Companies Inc | -0.1% | +1.39% | Add |
| 26 | SYBT | Stock Yards Bancorp Inc | -0.1% | — | Unchanged |
| 27 | WRB | Wr Berkley CORP | -0.2% | +1.76% | Add |
| 28 | ADBE | Adobe Inc | -0.2% | +1.20% | Add |
| 29 | RGLD | Royal Gold Inc | -0.3% | +2.03% | Add |
| 30 | V | Visa Inc-class A Shares | -0.6% | -1.64% | Trim |
| 31 | FTNT | Fortinet Inc | -0.6% | +2.95% | Add |
| 32 | CHDN | Churchill Downs Inc | -1.3% | -5.87% | Trim |
| 33 | XOM | Exxon Mobil CORP | -1.4% | -3.68% | Trim |
| 34 | VRTX | Vertex Pharmaceuticals Inc | -1.8% | -41.36% | Trim |
| 35 | ACN | Accenture plc | -1.9% | -89.03% | Trim |
| 36 | LLY | Eli Lilly & Co | -2.4% | +41.20% | Trim |
| 37 | UNH | Unitedhealth Group Inc | -2.5% | -90.35% | Trim |
| 38 | PAYC | Paycom Software Inc | — | EXIT | Sold out |
| 39 | PNW | Pinnacle West Capital Corporation | — | EXIT | Sold out |
| 40 | FTI | TechnipFMC plc | — | NEW | New buy |
| 41 | SFM | Sprouts Farmers Market Inc | — | NEW | New buy |
| 42 | VEEV | Veeva Systems Inc-class A | — | NEW | New buy |
| 43 | MCK | Mckesson CORP | — | NEW | New buy |
| 44 | CMI | Cummins Inc | — | EXIT | Sold out |
| 45 | HSY | Hershey Co/the | — | EXIT | Sold out |
| 46 | LULU | Lululemon Athletica Inc | — | EXIT | Sold out |
| 47 | NOW | Servicenow Inc | — | EXIT | Sold out |
| 48 | TXRH | Texas Roadhouse Inc | — | NEW | New buy |
| 49 | DECK | Deckers Outdoor CORP | — | EXIT | Sold out |
| 50 | COF | Capital One Financial CORP | — | NEW | New buy |
According to official SEC Form 13F filings, Barlow Wealth Partners, LLC reported a total U.S. public equity portfolio value of $925.5M across 131 disclosed positions in Q3 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 GOOG, MSFT, NVDA) accounted for 24.8% of total reported equity market value during Q3 2025.
Top New Position Initiated
FTI
市值: $18.0M
Top Position Liquidated / Trimmed
PAYC
前期市值: $22.5M
During Q3 2025, Barlow Wealth Partners, LLC's top holdings by market value included GOOG (7.0%)、MSFT (5.7%)、NVDA (4.5%). The largest single position, GOOG, represented 7.0% of total portfolio value.
In Q3 2025, Barlow Wealth Partners, LLC made 49 total portfolio adjustments, initiating 6 new buys, adding to 23 positions, trimming 13 holdings, and fully liquidating 7 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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