Q3 2026 13F · SEC CIK 1999928

Barlow Wealth Partners, LLC

Wealth managerFiled 2026-10-15 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $970.1M
Reported positions: 152
Top holdings a year, 3 yrs: +13.9%
Assets under management: $1.4B

Barlow Wealth Partners, LLC is a wealth manager that reported 152 positions worth $970.1M in its Q3 2026 13F, filed 2026-10-15. Its largest holdings were Alphabet Inc (GOOG, 6.2%), Microsoft Corp (MSFT, 5.6%), Nvidia Corporation (NVDA, 5.6%). A portfolio copying its top holdings returned 13.9% a year over the last 3 years, against 16.7% for the S&P 500.

Barlow Wealth Partners, LLC holdings largest 50 of 152 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Barlow Wealth Partners, LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
GOOGAlphabet Inc	6.2%	6.7%	173,691	+0.4%	$59.9M
MSFTMicrosoft Corp	5.6%	4.2%	102,901	+1.0%	$54.5M
NVDANvidia Corporation	5.6%	5.0%	227,473	+0.8%	$54.4M
VVisa Inc	4.2%	4.1%	110,867	+1.3%	$41.1M
AAPLApple Inc	4.1%	4.0%	119,530	+1.6%	$39.9M
COSTCostco Wholesale Corporation	3.5%	3.7%	36,354	+2.5%	$34.0M
MCKMckesson Corp	3.2%	3.0%	34,154	+1.0%	$31.5M
ASMLAsml Hldg NV	3.2%	3.2%	16,732	+0.6%	$30.7M
MLIMueller Industries, Inc.	3.0%	2.8%	468,654	+1.1%	$29.6M
TJXTjx Cos Inc New	3.0%	3.5%	213,533	+2.0%	$29.3M
BRK-BBerkshire Hathaway Inc Del	3.0%	3.1%	57,612	+0.7%	$29.1M
JPMJpmorgan Chase & Co	2.9%	3.0%	85,875	+0.7%	$28.4M
TSMTaiwan Semiconductor Manufac	2.9%	2.7%	58,053	+0.7%	$28.0M
GWWWw Grainger Inc	2.8%	3.0%	21,059	+0.7%	$26.9M
EMEEmcor Group Inc	2.7%	2.7%	32,280	+0.7%	$26.6M
FTNTFortinet Inc	2.7%	2.7%	138,986	-11.8%	$26.6M
APHAmphenol Corp	2.7%	—	297,544	—	$26.4M
CRMSalesforce Inc	2.6%	1.7%	110,094	+14.8%	$24.8M
SCHWCharles Schwab Corp (the)	2.5%	2.7%	252,451	+1.4%	$24.4M
RACEFerrari N V	2.5%	2.5%	62,495	+1.0%	$24.2M
SPGIS&p Global Inc	2.4%	—	59,528	—	$23.6M
HLIHoulihan Lokey Inc	2.4%	3.0%	180,034	-12.5%	$23.0M
GRMNGarmin Ltd	2.2%	2.0%	77,019	+1.0%	$21.5M
UBERUber Technologies Inc	2.1%	2.3%	291,859	+1.2%	$20.2M
FTITechnipfmc PLC	2.1%	3.0%	287,914	-26.0%	$20.1M
CEGConstellation Energy Corp	2.1%	1.7%	66,617	+0.9%	$20.0M
RGLDRoyal Gold Inc	2.0%	2.3%	84,763	-25.2%	$19.9M
WRBBerkley W R Corp	2.0%	2.1%	274,206	+1.1%	$19.1M
VRTXVertex Pharmaceuticals Inc	1.7%	1.7%	31,947	+3.8%	$16.0M
TKOTko Group Holdings Inc	1.6%	2.3%	87,846	-20.7%	$15.5M
JNJJohnson & Johnson	0.6%	0.7%	24,448	-0.1%	$6.2M
GOOGLAlphabet Inc	0.6%	0.7%	17,090	+0.0%	$5.9M
SYBTStock Yds Bancorp Inc	0.5%	0.5%	60,448	-1.7%	$4.7M
BRK-ABerkshire Hathaway Inc Del	0.4%	0.4%	5	+0.0%	$3.8M
XOMExxonmobil Holdings Corp	0.3%	—	20,059	—	$3.3M
LLYEli Lilly & Co	0.3%	0.2%	2,599	+79.5%	$3.0M
TTTrane Technologies PLC	0.3%	0.3%	5,361	-3.9%	$2.6M
AMZNAmazon Com Inc	0.3%	0.3%	9,474	-1.7%	$2.4M
TXRHTexas Roadhouse Inc	0.2%	0.3%	14,477	+0.0%	$2.4M
AMATApplied Matls Inc	0.2%	0.3%	4,378	+0.0%	$2.3M
AMGNAmgen Inc	0.2%	0.2%	5,739	+0.0%	$2.3M
PNCPnc Finl Svcs Group Inc	0.2%	0.3%	10,425	+0.1%	$2.3M
KOCoca Cola Co	0.1%	0.1%	16,477	+2.6%	$1.4M
ALLAllstate Corp	0.1%	0.2%	5,905	+0.0%	$1.3M
MCDMcdonalds Corp	0.1%	0.2%	5,534	+0.0%	$1.3M
IVVIshares Tr	0.1%	—	1,639	—	$1.3M
SPYState Str Spdr S&p 500 ETF T	0.1%	—	1,620	—	$1.3M
ITWIllinois Tool Wks Inc	0.1%	—	4,557	—	$1.2M
TRMKTrustmark Corp.	0.1%	—	26,864	—	$1.2M
ADPAutomatic Data Processing in	0.1%	—	4,535	—	$1.2M

What Barlow Wealth Partners, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

LLY Eli Lilly & Co+79.5% shares
CRM Salesforce Inc+14.8% shares

Reduced

FTI Technipfmc PLC-26.0% shares
RGLD Royal Gold Inc-25.2% shares
TKO Tko Group Holdings Inc-20.7% shares
HLI Houlihan Lokey Inc-12.5% shares
FTNT Fortinet Inc-11.8% shares

Left the top 50

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +8.8% /yr; S&P 500 +11.7%
3 years: +13.9% /yr; S&P 500 +16.7%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$970.1M	152
Q2 2026	$925.5M	149
Q1 2026	$900.0M	137
Q4 2025	$926.5M	135
Q3 2025	$898.6M	131
Q2 2025	$835.7M	134
Q1 2025	$761.4M	134
Q4 2024	$790.2M	136
Q3 2024	$764.9M	147
Q2 2024	$722.4M	149
Q1 2024	$734.7M	152
Q4 2023	$703.5M	148

Questions about Barlow Wealth Partners, LLC's portfolio

What stocks does Barlow Wealth Partners, LLC own?

Barlow Wealth Partners, LLC's latest 13F, for Q3 2026 and filed Oct 15, 2026, lists 152 positions worth $970.1M. The largest are Alphabet Inc (GOOG) at 6.2%, Microsoft Corp (MSFT) at 5.6%, Nvidia Corporation (NVDA) at 5.6%, Visa Inc (V) at 4.2% and Apple Inc (AAPL) at 4.1%.

What did Barlow Wealth Partners, LLC buy last quarter?

In Q3 2026, Barlow Wealth Partners, LLC added Eli Lilly & Co (LLY) (+79.5% shares) and Salesforce Inc (CRM) (+14.8% shares), compared with its Q2 2026 filing.

What did Barlow Wealth Partners, LLC sell last quarter?

In Q3 2026, Barlow Wealth Partners, LLC cut from its top 50 Fair Isaac Corp (FICO), cut from its top 50 Intuit (INTU), cut from its top 50 Morningstar Inc (MORN), cut from its top 50 Adobe Inc (ADBE), cut from its top 50 Servicenow Inc (NOW), Technipfmc PLC (FTI) (-26.0% shares), Royal Gold Inc (RGLD) (-25.2% shares) and Tko Group Holdings Inc (TKO) (-20.7% shares), compared with its Q2 2026 filing.

How has Barlow Wealth Partners, LLC's portfolio performed?

A portfolio copying Barlow Wealth Partners, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +13.9% a year over the last 3 years, against +16.7% for the S&P 500. Over 1 year: +8.8% against +11.7%.

When is Barlow Wealth Partners, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Barlow Wealth Partners, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Barlow Wealth Partners, LLC manage?

Barlow Wealth Partners, LLC reported $1.4B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $970.1M.