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CIK: 0001999928
Total reported value
$970.1M
$970.1M
149 檔
22.9%
As reported in its official Q2 2026 Form 13F filing, Barlow Wealth Partners, LLC's tracked investment portfolio stood at $970.1M with 149 total positions.
In Q2 2026, Barlow Wealth Partners, LLC displayed an active expansion posture, initiating 14 new positions and adding to 38 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 | 6.71% | -0.54% | -13.04% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 4.98% | +0.63% | +1.36% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.22% | +1.39% | +0.63% | |
| 4 | V | Visa Inc-class A Shares | Stock-Financials | 4.11% | +0.13% | +1.16% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.98% | +0.13% | -3.75% | |
| 6 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 3.65% | -0.14% | +0.98% | |
| 7 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 3.46% | -0.44% | +1.67% | |
| 8 | ASML | ASML Holding N.V. | Stock-Tech | 3.18% | -0.02% | -11.21% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.06% | -0.06% | +1.55% | |
| 10 | GWW | Ww Grainger Inc | Stock-Industrials | 3.05% | -0.28% | +0.71% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.05% | -0.12% | +1.08% | |
| 12 | MCK | Mckesson CORP | Stock-Healthcare | 2.99% | +0.25% | +96.35% | |
| 13 | HLI | Houlihan Lokey Inc | Stock-Financials | 2.98% | -0.61% | +0.26% | |
| 14 | FTI | TechnipFMC plc | Stock-Energy | 2.96% | -0.89% | -11.27% | |
| 15 | MLI | Mueller Industries Inc | Stock-Industrials | 2.79% | +0.26% | +82.89% | |
| 16 | SCHW | Schwab (charles) CORP | Stock-Financials | 2.73% | -0.21% | +1.99% | |
| 17 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 2.72% | +0.17% | -1.29% | |
| 18 | FTNT | Fortinet Inc | Stock-Tech | 2.67% | +0.07% | -2.32% | |
| 19 | EME | Emcor Group Inc | Stock-Industrials | 2.66% | +0.08% | -12.20% | |
| 20 | RACE | Ferrari N.V. | Stock-Consumer Disc | 2.51% | -0.02% | +0.92% | |
| 21 | RGLD | Royal Gold Inc | Stock-Materials | 2.35% | -0.30% | +0.78% | |
| 22 | TKO | Tko Group Holdings Inc | Stock-Comm Services | 2.31% | -0.71% | -12.63% | |
| 23 | UBER | Uber Technologies Inc | Stock-Industrials | 2.29% | -0.21% | — | |
| 24 | WRB | Wr Berkley CORP | Stock-Financials | 2.09% | -0.12% | +0.38% | |
| 25 | GRMN | Garmin Ltd. | Stock-Tech | 2.01% | +0.21% | +0.73% | |
| 26 | CEG | Constellation Energy | Stock-Utilities | 1.74% | +0.32% | +27.18% | |
| 27 | CRM | Salesforce Inc | Stock-Tech | 1.73% | +0.82% | +43.97% | |
| 28 | FICO | Fair Isaac CORP | Stock-Tech | 1.72% | -1.72% | EXIT | |
| 29 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.66% | -0.01% | +1.23% | |
| 30 | INTU | Intuit Inc | Stock-Tech | 1.21% | -1.18% | +191.58% | |
| 31 | MORN | Morningstar Inc | Stock-Financials | 1.03% | -1.03% | EXIT | |
| 32 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.70% | -0.06% | +1.80% | |
| 33 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.67% | -0.06% | — | |
| 34 | SYBT | Stock Yards Bancorp Inc | Stock-Other | 0.50% | -0.02% | — | |
| 35 | ADBE | Adobe Inc | Stock-Tech | 0.47% | -0.47% | EXIT | |
| 36 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.40% | -0.01% | — | |
| 37 | NOW | Servicenow Inc | Stock-Tech | 0.36% | -0.36% | EXIT | |
| 38 | XOM | Exxon Mobil CORP | Stock-Energy | 0.30% | -0.30% | EXIT | |
| 39 | TT | Trane Technologies plc | Stock-Industrials | 0.28% | -0.02% | -1.08% | |
| 40 | TXRH | Texas Roadhouse Inc | Stock-Consumer Disc | 0.28% | -0.04% | — | |
| 41 | PNC | Pnc Financial Services Group | Stock-Financials | 0.28% | -0.04% | +0.23% | |
| 42 | AMAT | Applied Materials Inc | Stock-Tech | 0.27% | -0.03% | -7.21% | |
| 43 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.25% | — | -89.25% | |
| 44 | AMGN | Amgen Inc | Stock-Healthcare | 0.23% | +0.01% | — | |
| 45 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.19% | +0.12% | — | |
| 46 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.17% | -0.04% | — | |
| 47 | ALL | Allstate CORP | Stock-Financials | 0.16% | -0.02% | — | |
| 48 | FSLR | First Solar Inc | Stock-Tech | 0.15% | -0.04% | — | |
| 49 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.14% | +0.01% | +3.21% | |
| 50 | CHDN | Churchill Downs Inc | Stock-Consumer Disc | 0.14% | -0.02% | -1.58% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | UBER | Uber Technologies Inc | +2.3% | NEW | New buy |
| 2 | MCK | Mckesson CORP | +1.3% | +96.35% | Add |
| 3 | FTNT | Fortinet Inc | +1.2% | -2.32% | Trim |
| 4 | INTU | Intuit Inc | +0.6% | +191.58% | Add |
| 5 | CRM | Salesforce Inc | +0.4% | +43.97% | Add |
| 6 | GWW | Ww Grainger Inc | +0.4% | +0.71% | Add |
| 7 | NOW | Servicenow Inc | +0.4% | NEW | New buy |
| 8 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | -1.29% | Trim |
| 9 | AAPL | Apple Inc | +0.3% | -3.75% | Trim |
| 10 | V | Visa Inc-class A Shares | +0.3% | +1.16% | Add |
| 11 | SCHW | Schwab (charles) CORP | +0.2% | +1.99% | Add |
| 12 | VRTX | Vertex Pharmaceuticals Inc | +0.2% | +1.23% | Add |
| 13 | ASML | ASML Holding N.V. | +0.1% | -11.21% | Trim |
| 14 | JPM | Jpmorgan Chase & Co | +0.1% | +1.08% | Add |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +1.55% | Add |
| 16 | WRB | Wr Berkley CORP | +0.1% | +0.38% | Add |
| 17 | JNJ | Johnson & Johnson | +0.1% | +1.80% | Add |
| 18 | AMAT | Applied Materials Inc | +0.1% | -7.21% | Trim |
| 19 | DUK | Duke Energy CORP | +0.1% | NEW | New buy |
| 20 | LLY | Eli Lilly & Co | 0% | — | Unchanged |
| 21 | ✓ | 0% | NEW | New buy | |
| 22 | ✓ | 0% | NEW | New buy | |
| 23 | ABBV | Abbvie Inc | 0% | +19.00% | Add |
| 24 | CEG | Constellation Energy | 0% | +27.18% | Add |
| 25 | HUM | Humana Inc | 0% | -13.17% | Trim |
| 26 | SCHF | Schwab Intl Equity ETF | 0% | NEW | New buy |
| 27 | FAST | Fastenal Co | 0% | NEW | New buy |
| 28 | CRWD | Crowdstrike Holdings Inc - A | 0% | +300.00% | Add |
| 29 | GOOGL | Alphabet Inc-cl A | 0% | — | Unchanged |
| 30 | UNH | Unitedhealth Group Inc | 0% | — | Unchanged |
| 31 | PNC | Pnc Financial Services Group | 0% | +0.23% | Add |
| 32 | AMD | Advanced Micro Devices | 0% | NEW | New buy |
| 33 | DELL | Dell Technologies -c | 0% | NEW | New buy |
| 34 | WAT | Waters CORP | 0% | NEW | New buy |
| 35 | SHBI | Shore Bancshares Inc | 0% | NEW | New buy |
| 36 | MCHP | Microchip Technology Inc | 0% | NEW | New buy |
| 37 | ALL | Allstate CORP | 0% | — | Unchanged |
| 38 | VOO | Vanguard S&p 500 ETF | 0% | NEW | New buy |
| 39 | ELV | Elevance Health Inc | 0% | — | Unchanged |
| 40 | PSX | Phillips 66 | 0% | NEW | New buy |
| 41 | FSLR | First Solar Inc | 0% | — | Unchanged |
| 42 | ADP | Automatic Data Processing | 0% | — | Unchanged |
| 43 | MS | Morgan Stanley | 0% | — | Unchanged |
| 44 | CAT | Caterpillar Inc | 0% | — | Unchanged |
| 45 | TXRH | Texas Roadhouse Inc | 0% | — | Unchanged |
| 46 | KO | Coca-cola Co/the | 0% | +3.21% | Add |
| 47 | SCHG | Schwab US Large-cap Growth | 0% | +24.06% | Add |
| 48 | MA | Mastercard Inc - A | 0% | +28.04% | Add |
| 49 | TXN | Texas Instruments Inc | 0% | +0.07% | Add |
| 50 | TSLA | Tesla Inc | 0% | +51.57% | Add |
According to official SEC Form 13F filings, Barlow Wealth Partners, LLC reported a total U.S. public equity portfolio value of $970.1M across 149 disclosed positions in Q2 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 22.9% of total reported equity market value during Q2 2026.
Top New Position Initiated
UBER
市值: $21.2M
Top Position Liquidated / Trimmed
HON
前期市值: $755.5K
During Q2 2026, Barlow Wealth Partners, LLC's top holdings by market value included GOOG (6.7%)、NVDA (5.0%)、MSFT (4.2%). The largest single position, GOOG, represented 6.7% of total portfolio value.
In Q2 2026, Barlow Wealth Partners, LLC made 79 total portfolio adjustments, initiating 14 new buys, adding to 38 positions, trimming 25 holdings, and fully liquidating 2 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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