Barlow Wealth Partners, LLC

Barlow Wealth Partners, LLC reported 152 holdings worth US$970M as of Sep 30, 2026 (Form 13F)

As of Sep 30, 2026 · Filed Oct 15, 2026

Barlow Wealth Partners, LLC reported 152 holdings worth US$970M as of Sep 30, 2026. Largest: Alphabet Inc (google) Class C, Microsoft Corp. and Nvidia Corporation. Filed Oct 15, 2026 (Form 13F).

Holdings
152
Value as reported
US$970M

The filing in full

CompanySharesValue as reported% of portfolio
Alphabet Inc (google) Class C191KUS$65.8M6.8%
Microsoft Corp.103KUS$54.5M5.6%
Nvidia Corporation227KUS$54.4M5.6%
Visa Inc.111KUS$41.1M4.2%
Apple Inc120KUS$39.9M4.1%
Costco Wholesale Corporation36,354US$34M3.5%
Berkshire Hathaway Inc.57,617US$32.9M3.4%
Mckesson Corporation34,154US$31.5M3.2%
Asml Holding Nv16,732US$30.7M3.2%
Mueller Industries, Inc.469KUS$29.6M3.0%
Tjx Companies, Inc. (the)214KUS$29.3M3.0%
Jp Morgan Chase & Co.85,875US$28.4M2.9%
Taiwan Semiconductor Manufacturing Co., Ltd.58,053US$28M2.9%
W.w. Grainger, Inc.21,059US$26.9M2.8%
Emcor Group, Inc.32,280US$26.6M2.7%
Fortinet, Inc.139KUS$26.6M2.7%
Amphenol Corporation298KUS$26.4M2.7%
Salesforce, Inc.110KUS$24.8M2.6%
Charles Schwab Corporation (the)252KUS$24.4M2.5%
S&p Global Inc.59,528US$23.6M2.4%
Houlihan Lokey, Inc.180KUS$23M2.4%
Uber Technologies, Inc.292KUS$20.2M2.1%
Constellation Energy Corporation66,617US$20M2.1%
Royal Gold, Inc.84,763US$19.9M2.0%
W.r. Berkley Corporation274KUS$19.1M2.0%
Vertex Pharmaceuticals Incorporated31,947US$16M1.7%
Tko Group Holdings, Inc.87,846US$15.5M1.6%
Johnson & Johnson24,448US$6.23M0.64%
Stock Yards Bancorp, Inc.60,448US$4.66M0.48%
Eli Lilly And Company2,599US$3.01M0.31%
Amazon.com, Inc.9,474US$2.43M0.25%
Texas Roadhouse, Inc.14,477US$2.37M0.24%
Applied Materials, Inc.4,378US$2.32M0.24%
Amgen Inc.5,739US$2.31M0.24%
Pnc Financial Services Group, Inc. (the)10,425US$2.3M0.24%
Coca-cola Company (the)16,477US$1.42M0.15%
Brown Forman Inc51,792US$1.37M0.14%
Allstate Corporation (the)5,905US$1.32M0.14%
Mcdonald's Corporation5,534US$1.29M0.13%
iShares Core S&P 500 ETF1,639US$1.28M0.13%
State Street SPDR S&P 500 ETF1,620US$1.26M0.13%
Illinois Tool Works Inc.4,557US$1.22M0.13%
Trustmark Corporation26,864US$1.21M0.13%
Automatic Data Processing, Inc.4,535US$1.19M0.12%
Churchill Downs, Incorporated15,198US$1.19M0.12%
Chevron Corporation5,671US$1.18M0.12%
Abbvie Inc.4,334US$1.16M0.12%
Procter & Gamble Company (the)7,602US$1.13M0.12%
First Solar, Inc.6,050US$1.09M0.11%
Merck & Company, Inc.7,590US$1.08M0.11%
Vanguard Total World Stock ETF6,525US$1.05M0.11%
Kroger Company (the)17,696US$1.03M0.11%
Morgan Stanley4,964US$948K0.10%
Unitedhealth Group Incorporated2,478US$933K0.10%
Elevance Health, Inc.2,205US$882K0.09%
Crowdstrike Holdings, Inc.3,152US$879K0.09%
Vanguard Morningstar Total Stock Market ETF2,252US$861K0.09%
O'reilly Automotive, Inc.9,465US$806K0.08%
Caterpillar, Inc.925US$799K0.08%
Deere & Company1,167US$797K0.08%
Humana Inc.1,915US$774K0.08%
Invesco QQQ Trust1,011US$768K0.08%
Shopify Inc.4,400US$724K0.07%
Mercadolibre, Inc.388US$721K0.07%
Schwab U.S. Large-Cap Growth ETF19,284US$712K0.07%
Stryker Corporation2,535US$705K0.07%
Mastercard Incorporated1,242US$704K0.07%
Walt Disney Company (the)6,608US$687K0.07%
Brightspring Health Services, Inc.10,478US$668K0.07%
Texas Instruments Incorporated2,155US$641K0.07%
Comfort Systems Usa, Inc.350US$636K0.07%
SPDR Gold Shares1,646US$629K0.06%
Nextera Energy, Inc.7,632US$594K0.06%
General Dynamics Corporation1,780US$590K0.06%
Philip Morris International Inc3,000US$571K0.06%
Colgate-palmolive Company6,534US$570K0.06%
Vanguard Morningstar Value ETF2,552US$559K0.06%
Broadcom Inc.1,438US$540K0.06%
Walmart Inc.4,983US$534K0.06%
Meta Platforms, Inc.666US$492K0.05%
Cincinnati Financial Corporation2,965US$484K0.05%
Fidelity MSCI Information Technology Index ETF1,492US$462K0.05%
Avantis All Equity Markets ETF4,472US$447K0.05%
Vanguard Morningstar Large-Cap ETF1,220US$439K0.05%
Dover Corporation2,270US$436K0.04%
Lockheed Martin Corporation817US$417K0.04%
Autozone, Inc.142US$412K0.04%
Duke Energy Corporation (holding Company)3,438US$398K0.04%
Cencora, Inc.1,234US$390K0.04%
Capital One Financial Corporation1,976US$387K0.04%
U.s. Bancorp6,736US$386K0.04%
Onto Innovation Inc.1,230US$386K0.04%
Blackrock, Inc.339US$366K0.04%
Corning Incorporated2,126US$359K0.04%
Vanguard Morningstar Small-Cap Value ETF1,482US$349K0.04%
First Capital, Inc.5,372US$347K0.04%
Woodward, Inc.1,026US$341K0.04%
Netflix, Inc.4,930US$339K0.03%
Vanguard FTSE All-World ex-US Index Fund3,971US$333K0.03%
Genuine Parts Company2,608US$332K0.03%

Every holding of Barlow Wealth Partners, LLC

Source

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