13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001999928
Total reported value
$925.5M
$925.5M
137 檔
24.3%
In Q1 2026, Barlow Wealth Partners, LLC's U.S. equity holdings reached a combined market value of $925.5M, distributed across 137 disclosed stock positions.
Barlow Wealth Partners, LLC executed strategic sector rebalancing during Q1 2026, establishing 9 new positions while fully exiting 7 holdings and trimming 31 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 7.50% | -0.79% | -15.60% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 4.99% | -0.01% | +0.16% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.75% | -0.53% | +1.90% | |
| 4 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 3.90% | -0.25% | +0.81% | |
| 5 | V | Visa Inc-class A Shares | Stock-Financials | 3.81% | +0.30% | +2.49% | |
| 6 | HLI | Houlihan Lokey Inc | Stock-Financials | 3.70% | -0.72% | +0.38% | |
| 7 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 3.68% | -0.22% | +0.37% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 3.67% | +0.31% | +0.07% | |
| 9 | MLI | Mueller Industries Inc | Stock-Industrials | 3.44% | -0.65% | -0.55% | |
| 10 | FTI | TechnipFMC plc | Stock-Energy | 3.43% | -0.47% | -9.61% | |
| 11 | RGLD | Royal Gold Inc | Stock-Materials | 3.35% | -1.00% | -0.44% | |
| 12 | EME | Emcor Group Inc | Stock-Industrials | 3.27% | -0.61% | -7.59% | |
| 13 | ASML | ASML Holding N.V. | Stock-Tech | 3.04% | +0.14% | -21.19% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.97% | +0.09% | +40.49% | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.91% | +0.14% | -0.65% | |
| 16 | GWW | Ww Grainger Inc | Stock-Industrials | 2.68% | +0.37% | +0.34% | |
| 17 | TKO | Tko Group Holdings Inc | Stock-Comm Services | 2.62% | -0.31% | -3.38% | |
| 18 | RACE | Ferrari N.V. | Stock-Consumer Disc | 2.54% | -0.03% | — | |
| 19 | SCHW | Schwab (charles) CORP | Stock-Financials | 2.50% | +0.23% | +4624.88% | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.50% | -2.25% | +0.59% | |
| 21 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 2.40% | +0.32% | -30.78% | |
| 22 | GRMN | Garmin Ltd. | Stock-Tech | 2.25% | -0.24% | +0.29% | |
| 23 | WRB | Wr Berkley CORP | Stock-Financials | 2.01% | +0.08% | +0.23% | |
| 24 | FICO | Fair Isaac CORP | Stock-Tech | 1.82% | -0.10% | +93.06% | |
| 25 | CEG | Constellation Energy | Stock-Utilities | 1.71% | +0.03% | -1.25% | |
| 26 | MCK | Mckesson CORP | Stock-Healthcare | 1.66% | +1.33% | +0.59% | |
| 27 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.49% | +0.17% | +1.08% | |
| 28 | FTNT | Fortinet Inc | Stock-Tech | 1.47% | +1.20% | -11.56% | |
| 29 | CRM | Salesforce Inc | Stock-Tech | 1.35% | +0.38% | — | |
| 30 | MORN | Morningstar Inc | Stock-Financials | 1.18% | -0.15% | +3.94% | |
| 31 | ADBE | Adobe Inc | Stock-Tech | 0.96% | -0.49% | -0.20% | |
| 32 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.65% | +0.02% | +0.10% | |
| 33 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.63% | +0.07% | -0.44% | |
| 34 | INTU | Intuit Inc | Stock-Tech | 0.62% | +0.59% | -39.39% | |
| 35 | SYBT | Stock Yards Bancorp Inc | Stock-Other | 0.50% | — | — | |
| 36 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.40% | — | — | |
| 37 | XOM | Exxon Mobil CORP | Stock-Energy | 0.32% | -0.02% | -0.26% | |
| 38 | TT | Trane Technologies plc | Stock-Industrials | 0.30% | -0.02% | +0.02% | |
| 39 | TXRH | Texas Roadhouse Inc | Stock-Consumer Disc | 0.27% | +0.01% | — | |
| 40 | PNC | Pnc Financial Services Group | Stock-Financials | 0.26% | +0.02% | +0.09% | |
| 41 | AMGN | Amgen Inc | Stock-Healthcare | 0.23% | — | — | |
| 42 | AMAT | Applied Materials Inc | Stock-Tech | 0.21% | +0.06% | — | |
| 43 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.19% | -0.02% | — | |
| 44 | CHDN | Churchill Downs Inc | Stock-Consumer Disc | 0.16% | -0.02% | -2.95% | |
| 45 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.15% | +0.04% | +0.91% | |
| 46 | ALL | Allstate CORP | Stock-Financials | 0.14% | +0.02% | — | |
| 47 | TRMK | Trustmark CORP | Stock-Other | 0.14% | -0.01% | — | |
| 48 | KR | Kroger Co | Stock-Consumer Staples | 0.13% | -0.02% | -5.35% | |
| 49 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.13% | +0.01% | +0.10% | |
| 50 | BF-B | Brown-forman Corp-class B | Stock-Other | 0.13% | -0.02% | -0.27% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SCHW | Schwab (charles) CORP | +2.4% | +4624.88% | Add |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | +0.8% | +40.49% | Add |
| 3 | FTI | TechnipFMC plc | +0.8% | -9.61% | Trim |
| 4 | NVDA | Nvidia CORP | +0.6% | +0.16% | Add |
| 5 | GRMN | Garmin Ltd. | +0.5% | +0.29% | Add |
| 6 | EME | Emcor Group Inc | +0.5% | -7.59% | Trim |
| 7 | COST | Costco Wholesale CORP | +0.4% | +0.81% | Add |
| 8 | FICO | Fair Isaac CORP | +0.4% | +93.06% | Add |
| 9 | GWW | Ww Grainger Inc | +0.4% | +0.34% | Add |
| 10 | RGLD | Royal Gold Inc | +0.4% | -0.44% | Trim |
| 11 | AAPL | Apple Inc | +0.3% | +0.07% | Add |
| 12 | TJX | Tjx Companies Inc | +0.2% | +0.37% | Add |
| 13 | MCK | Mckesson CORP | +0.2% | +0.59% | Add |
| 14 | AMZN | Amazon.com Inc | +0.1% | +0.59% | Add |
| 15 | JNJ | Johnson & Johnson | +0.1% | -0.44% | Trim |
| 16 | TT | Trane Technologies plc | +0.1% | +0.02% | Add |
| 17 | AMAT | Applied Materials Inc | +0.1% | — | Unchanged |
| 18 | XOM | Exxon Mobil CORP | +0.1% | -0.26% | Trim |
| 19 | SYBT | Stock Yards Bancorp Inc | +0.1% | — | Unchanged |
| 20 | MLI | Mueller Industries Inc | 0% | -0.55% | Trim |
| 21 | GOOGL | Alphabet Inc-cl A | 0% | +0.10% | Add |
| 22 | FIX | Comfort Systems USA Inc | 0% | — | Unchanged |
| 23 | AMGN | Amgen Inc | 0% | — | Unchanged |
| 24 | WRB | Wr Berkley CORP | 0% | +0.23% | Add |
| 25 | TRMK | Trustmark CORP | 0% | — | Unchanged |
| 26 | IVV | Ishares Core S&p 500 ETF | 0% | +10.43% | Add |
| 27 | BF-B | Brown-forman Corp-class B | 0% | -0.27% | Trim |
| 28 | CVX | Chevron CORP | 0% | — | Unchanged |
| 29 | PNC | Pnc Financial Services Group | 0% | +0.09% | Add |
| 30 | CAT | Caterpillar Inc | 0% | — | Unchanged |
| 31 | ONTO | Onto Innovation Inc | 0% | — | Unchanged |
| 32 | KR | Kroger Co | 0% | -5.35% | Trim |
| 33 | NEE | Nextera Energy Inc | 0% | — | Unchanged |
| 34 | AVGO | Broadcom Inc | 0% | -0.69% | Trim |
| 35 | HON | Honeywell International Inc | 0% | — | Unchanged |
| 36 | KO | Coca-cola Co/the | 0% | +0.10% | Add |
| 37 | CRWD | Crowdstrike Holdings Inc - A | 0% | +46.47% | Add |
| 38 | DE | Deere & Co | 0% | +0.60% | Add |
| 39 | MRK | Merck & Co. Inc. | 0% | -0.66% | Trim |
| 40 | TXN | Texas Instruments Inc | 0% | +0.14% | Add |
| 41 | ORLY | O'reilly Automotive Inc | 0% | +8.58% | Add |
| 42 | WMT | Walmart Inc | 0% | — | Unchanged |
| 43 | VT | Vanguard Tot World Stk ETF | 0% | — | Unchanged |
| 44 | PG | Procter & Gamble Co/the | 0% | +0.03% | Add |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +1.19% | Add |
| 46 | DOV | Dover CORP | 0% | — | Unchanged |
| 47 | BF-A | Brown-forman Corp-class A | 0% | — | Unchanged |
| 48 | GLD | Spdr Gold Shares | 0% | -1.58% | Trim |
| 49 | AVGE | Avantis All Eqty Mrkts ETF | 0% | — | Unchanged |
| 50 | ITW | Illinois Tool Works | 0% | -4.17% | Trim |
According to official SEC Form 13F filings, Barlow Wealth Partners, LLC reported a total U.S. public equity portfolio value of $925.5M across 137 disclosed positions in Q1 2026.
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, NVDA, MSFT) accounted for 24.3% of total reported equity market value during Q1 2026.
Top New Position Initiated
RACE
市值: $22.9M
Top Position Liquidated / Trimmed
AJG
前期市值: $23.4M
During Q1 2026, Barlow Wealth Partners, LLC's top holdings by market value included GOOG (7.5%)、NVDA (5.0%)、MSFT (4.8%). The largest single position, GOOG, represented 7.5% of total portfolio value.
In Q1 2026, Barlow Wealth Partners, LLC made 85 total portfolio adjustments, initiating 9 new buys, adding to 38 positions, trimming 31 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.