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Barlow Wealth Partners, LLC

Diversified strategyMomentum followerQuality / disciplined sizing

Total reported value

$900.0M

Reporting period: 2026-03-31 · Number of holdings: 137

BARLOW WEALTH PARTNERS, LLC disclosed 137 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $900.0M and a quarterly turnover rate of 25.7%.

Personality snowflake

Concentration
12.57
Portfolio Stability
25.74
Momentum/Contrarian
100
Sector conviction
68.53
Diversification
100
Sizing Uniformity
81.75

Recent moves

  • Add SCHW

    +4624.9%　$22.0M

  • Trim META

    -97.8%　-$22.1M

  • Trim MELI

    -95.1%　-$18.2M

  • Trim INTU

    -39.4%　-$9.5M

  • Trim GOOG

    -15.6%　-$10.1M

  • Add BRK-B

    +40.5%　$6.7M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1GOOGAlphabet Inc-cl CStock-Comm Services7.50%-0.88%-15.60%
2NVDANvidia CORPStock-Tech4.99%+0.55%+0.16%
3MSFTMicrosoft CORPStock-Tech4.75%-0.39%+1.90%
4COSTCostco Wholesale CORPStock-Consumer Staples3.90%+0.42%+0.81%
5VVisa Inc-class A SharesStock-Financials3.81%-0.17%+2.49%
6HLIHoulihan Lokey INCStock-Financials3.70%-0.31%+0.38%
7TJXTjx Companies INCStock-Consumer Disc3.68%+0.18%+0.37%
8AAPLApple INCStock-Tech3.67%+0.25%+0.07%
9MLIMueller Industries INCStock-Industrials3.44%+0.04%-0.55%
10FTITechnipFMC plcStock-Energy3.43%+0.81%-9.61%
11RGLDRoyal Gold INCStock-Materials3.35%+0.36%-0.44%
12EMEEmcor Group INCStock-Industrials3.27%+0.51%-7.59%
13ASMLASML Holding N.V.Stock-Tech3.04%-0.23%-21.19%
14BRK-BBerkshire Hathaway Inc-cl BStock-Other2.97%+0.81%+40.49%
15JPMJpmorgan Chase & CoStock-Financials2.91%-0.11%-0.65%
16GWWWw Grainger INCStock-Industrials2.68%+0.38%+0.34%
17TKOTko Group Holdings INCStock-Comm Services2.62%-0.21%-3.38%
18RACEFerrari N.V.Stock-Consumer Disc2.54%+2.54%NEW
19SCHWSchwab (charles) CORPStock-Financials2.50%+2.44%+4624.88%
20AMZNAmazon.com INCStock-Consumer Disc2.50%+0.12%+0.59%
21TSMTaiwan Semiconductor-sp AdrStock-Tech2.40%-0.55%-30.78%
22GRMNGarmin Ltd.Stock-Tech2.25%+0.52%+0.29%
23WRBWr Berkley CORPStock-Financials2.01%+0.02%+0.23%
24FICOFair Isaac CORPStock-Tech1.82%+0.40%+93.06%
25CEGConstellation EnergyStock-Utilities1.71%-0.23%-1.25%
26MCKMckesson CORPStock-Healthcare1.66%+0.15%+0.59%
27VRTXVertex Pharmaceuticals INCStock-Healthcare1.49%-0.02%+1.08%
28FTNTFortinet INCStock-Tech1.47%-0.09%-11.56%
29CRMSalesforce INCStock-Tech1.35%+1.35%NEW
30MORNMorningstar INCStock-Financials1.18%-0.12%+3.94%
31ADBEAdobe INCStock-Tech0.96%-0.32%-0.20%
32GOOGLAlphabet Inc-cl AStock-Comm Services0.65%+0.04%+0.10%
33JNJJohnson & JohnsonStock-Healthcare0.63%+0.10%-0.44%
34INTUIntuit INCStock-Tech0.62%-1.01%-39.39%
35SYBTStock Yards Bancorp INCStock-Other0.50%+0.06%—
36BRK-ABerkshire Hathaway Inc-cl AStock-Other0.40%——
37XOMExxon Mobil CORPStock-Energy0.32%+0.06%-0.26%
38TTTrane Technologies plcStock-Industrials0.30%+0.07%+0.02%
39TXRHTexas Roadhouse INCStock-Consumer Disc0.27%-0.02%—
40PNCPnc Financial Services GroupStock-Financials0.26%—+0.09%
41AMGNAmgen INCStock-Healthcare0.23%——
42AMATApplied Materials INCStock-Tech0.21%+0.06%—
43MCDMcdonald's CORPStock-Consumer Disc0.19%——
44CHDNChurchill Downs INCStock-Consumer Disc0.16%-0.03%-2.95%
45LLYEli Lilly & CoStock-Healthcare0.15%—+0.91%
46ALLAllstate CORPStock-Financials0.14%——
47TRMKTrustmark CORPStock-Other0.14%——
48KRKroger CoStock-Consumer Staples0.13%—-5.35%
49KOCoca-cola Co/theStock-Consumer Staples0.13%—+0.10%
50BF-BBrown-forman Corp-class BStock-Other0.13%—-0.27%
1–50 of 137

Holding changes this quarter

Barlow Wealth Partners, LLC's most significant position changes for 2026-03-31: Sold out: Arthur J Gallagher & Co (AJG); New buy: Ferrari N.V. (RACE); New buy: Salesforce INC (CRM); Sold out: Veeva Systems Inc-class A (VEEV); New buy: Corning INC (GLW).

Position changes disclosed by Barlow Wealth Partners, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1SCHWSchwab (charles) CORP+2.4%+4624.88%Add
2BRK-BBerkshire Hathaway Inc-cl B+0.8%+40.49%Add
3FTITechnipFMC plc+0.8%-9.61%Trim
4NVDANvidia CORP+0.6%+0.16%Add
5GRMNGarmin Ltd.+0.5%+0.29%Add
6EMEEmcor Group INC+0.5%-7.59%Trim
7COSTCostco Wholesale CORP+0.4%+0.81%Add
8FICOFair Isaac CORP+0.4%+93.06%Add
9GWWWw Grainger INC+0.4%+0.34%Add
10RGLDRoyal Gold INC+0.4%-0.44%Trim
11AAPLApple INC+0.3%+0.07%Add
12TJXTjx Companies INC+0.2%+0.37%Add
13MCKMckesson CORP+0.2%+0.59%Add
14AMZNAmazon.com INC+0.1%+0.59%Add
15JNJJohnson & Johnson+0.1%-0.44%Trim
16TTTrane Technologies plc+0.1%+0.02%Add
17AMATApplied Materials INC+0.1%—Unchanged
18XOMExxon Mobil CORP+0.1%-0.26%Trim
19SYBTStock Yards Bancorp INC+0.1%—Unchanged
20MLIMueller Industries INC0%-0.55%Trim
21GOOGLAlphabet Inc-cl A0%+0.10%Add
22FIXComfort Systems USA INC0%—Unchanged
23WRBWr Berkley CORP0%+0.23%Add
24VRTXVertex Pharmaceuticals INC0%+1.08%Add
25TXRHTexas Roadhouse INC0%—Unchanged
26CHDNChurchill Downs INC0%-2.95%Trim
27ADPAutomatic Data Processing0%—Unchanged
28FSLRFirst Solar INC0%—Unchanged
29ACNAccenture plc-0.1%-1.63%Trim
30FTNTFortinet INC-0.1%-11.56%Trim
31JPMJpmorgan Chase & Co-0.1%-0.65%Trim
32MORNMorningstar INC-0.1%+3.94%Add
33VVisa Inc-class A Shares-0.2%+2.49%Add
34TKOTko Group Holdings INC-0.2%-3.38%Trim
35ASMLASML Holding N.V.-0.2%-21.19%Trim
36CEGConstellation Energy-0.2%-1.25%Trim
37HLIHoulihan Lokey INC-0.3%+0.38%Add
38ADBEAdobe INC-0.3%-0.20%Trim
39MSFTMicrosoft CORP-0.4%+1.90%Add
40TSMTaiwan Semiconductor-sp Adr-0.6%-30.78%Trim
41GOOGAlphabet Inc-cl C-0.9%-15.60%Trim
42INTUIntuit INC-1%-39.39%Trim
43MELIMercadolibre INC-2%-95.08%Trim
44METAMeta Platforms Inc-class A-2.4%-97.79%Trim
45AJGArthur J Gallagher & Co—EXITSold out
46RACEFerrari N.V.—NEWNew buy
47CRMSalesforce INC—NEWNew buy
48VEEVVeeva Systems Inc-class A—EXITSold out
49GLWCorning INC—NEWNew buy
50ABTAbbott Laboratories—EXITSold out

FAQ

What is Barlow Wealth Partners, LLC and what type of investor is it?
Barlow Wealth Partners, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $900.0M, spread across 137 disclosed positions.
What are Barlow Wealth Partners, LLC's largest equity positions?
Based on the latest 13F filing, Barlow Wealth Partners, LLC's top holdings by market value are: 1. Alphabet Inc-cl C (GOOG) — $67.5M (7.5%) 2. Nvidia CORP (NVDA) — $44.9M (5.0%) 3. Microsoft CORP (MSFT) — $42.8M (4.8%) 4. Costco Wholesale CORP (COST) — $35.1M (3.9%) 5. Visa Inc-class A Shares (V) — $34.3M (3.8%)
What changes did Barlow Wealth Partners, LLC make in its most recent portfolio filing?
In the latest reported quarter, Barlow Wealth Partners, LLC made 44 notable position adjustments: 3 new positions were initiated, 19 existing holdings were added to, 19 positions were partially reduced, and 3 were completely exited. The largest of these moves: Sold out: Arthur J Gallagher & Co (AJG); New buy: Ferrari N.V. (RACE); New buy: Salesforce INC (CRM); Sold out: Veeva Systems Inc-class A (VEEV); New buy: Corning INC (GLW)
What sectors does Barlow Wealth Partners, LLC focus on?
Barlow Wealth Partners, LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 36.5% • Financials: 23.6% • Communication Services: 15.8% • Consumer Staples: 8.3% • Health Care: 5.8% • Consumer Discretionary: 5.4%