BARLOW WEALTH PARTNERS, LLC

CIK 0001999928 · LOUISVILLE, KY · Quarter end: 2026-06-30 · Filed on: 2026-07-14 · Open the SEC source

BARLOW WEALTH PARTNERS, LLC reported 149 positions worth $925.5M as of June 30, 2026 (13F filed July 14, 2026). Largest holding: GOOG (6.7%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$925.5M
2026 Q2
Positions
149
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
40.4%
Est. Net Flow (Q)
2026 Q2
10 / 149 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1GOOGALPHABET INCSH$62.1M6.71%173,030
2NVDANVIDIA CORPORATIONSH$46.1M4.98%225,776
3MSFTMICROSOFT CORPSH$39.0M4.22%101,834
4VVISA INCSH$38.0M4.11%109,392
5AAPLAPPLE INCSH$36.9M3.98%117,646
6COSTCOSTCO WHOLESALE CORPORATIONSH$33.8M3.65%35,455
7TJXTJX COS INC NEWSH$32.0M3.46%209,411
8ASMLASML HLDG NVSH$29.4M3.18%16,634
9BRK-BBERKSHIRE HATHAWAY INC DELSH$28.3M3.06%57,201
10GWWWW GRAINGER INCSH$28.2M3.05%20,912

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does BARLOW WEALTH PARTNERS, LLC hold as of Q2 2026?

BARLOW WEALTH PARTNERS, LLC reported 149 positions worth $925.5M in its Q2 2026 13F filing. Largest positions: GOOG (6.7%), NVDA (5.0%), MSFT (4.2%), V (4.1%) and AAPL (4.0%).

What did BARLOW WEALTH PARTNERS, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did BARLOW WEALTH PARTNERS, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.