BARLOW WEALTH PARTNERS, LLC — 13F Holdings & Portfolio
CIK 1999928 · latest 13F-HR filed 2026-04-21
BARLOW WEALTH PARTNERS, LLC manages $900.0M in 13F-reported U.S. long-equity assets across 137 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are GOOG (7.50%), NVDA (4.99%), MSFT (4.75%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 9 new positions, exited 7, added to 50, and trimmed 38.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$900.0M
Long-equity book
137
Distinct positions
2026-03-31
Filed 2026-04-21
+9 / −7 / ↑50 / ↓38
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- SCHWAB CHARLES CORP$22.0M +4252.7%
- BERKSHIRE HATHAWAY INC DEL$6.7M +33.6%
- TECHNIPFMC PLC$6.6M +27.2%
- GARMIN LTD$4.2M +26.4%
- EMCOR GROUP INC$3.9M +15.3%
Top Trims
- META PLATFORMS INC-$22.1M -97.7%
- MERCADOLIBRE INC-$18.2M -95.8%
- ALPHABET INC-$10.1M -13.0%
- INTUIT-$9.5M -63.2%
- TAIWAN SEMICONDUCTOR MANUFAC-$5.7M -20.8%
New Positions
- FERRARI N V$22.9M
- SALESFORCE INC$12.1M
- CORNING INC$349.5K
- PALANTIR TECHNOLOGIES INC$227.6K
- SHELL PLC$215.1K
Exited Positions
- GALLAGHER ARTHUR J & CO$23.4M
- VEEVA SYS INC$8.9M
- ABBOTT LABS$229.7K
- CBRE GROUP INC$221.6K
- TRACTOR SUPPLY CO$200.9K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | ALPHABET INC | GOOG | 02079K107 | $67.5M | 7.50% | 198,988 | SH |
| 2 | NVIDIA CORPORATION | NVDA | 67066G104 | $44.9M | 4.99% | 222,748 | SH |
| 3 | MICROSOFT CORP | MSFT | 594918104 | $42.8M | 4.75% | 101,194 | SH |
| 4 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $35.1M | 3.90% | 35,110 | SH |
| 5 | VISA INC | V | 92826C839 | $34.3M | 3.81% | 108,141 | SH |
| 6 | HOULIHAN LOKEY INC | HLI | 441593100 | $33.3M | 3.70% | 205,159 | SH |
| 7 | TJX COS INC NEW | TJX | 872540109 | $33.1M | 3.68% | 205,969 | SH |
| 8 | APPLE INC | AAPL | 037833100 | $33.0M | 3.67% | 122,235 | SH |
| 9 | MUELLER INDS INC | MLI | 624756102 | $31.0M | 3.44% | 253,567 | SH |
| 10 | TECHNIPFMC PLC | FTI | G87110105 | $30.9M | 3.43% | 438,429 | SH |
| 11 | ROYAL GOLD INC | RGLD | 780287108 | $30.1M | 3.35% | 112,426 | SH |
| 12 | EMCOR GROUP INC | EME | 29084Q100 | $29.4M | 3.27% | 36,520 | SH |
| 13 | ASML HLDG NV | ASML | N07059210 | $27.3M | 3.04% | 18,735 | SH |
| 14 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $26.7M | 2.97% | 56,327 | SH |
| 15 | JPMORGAN CHASE & CO | JPM | 46625H100 | $26.2M | 2.91% | 84,361 | SH |
| 16 | WW GRAINGER INC | GWW | 384802104 | $24.1M | 2.68% | 20,764 | SH |
| 17 | TKO GROUP HOLDINGS INC | TKO | 87256C101 | $23.6M | 2.62% | 126,794 | SH |
| 18 | FERRARI N V | RACE | N3167Y103 | $22.9M | 2.54% | 61,293 | SH |
| 19 | SCHWAB CHARLES CORP | SCHW | 808513105 | $22.5M | 2.50% | 243,993 | SH |
| 20 | AMAZON COM INC | AMZN | 023135106 | $22.5M | 2.50% | 89,625 | SH |
| 21 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $21.6M | 2.40% | 58,419 | SH |
| 22 | GARMIN LTD | GRMN | H2906T109 | $20.2M | 2.25% | 75,714 | SH |
| 23 | BERKLEY W R CORP | WRB | 084423102 | $18.1M | 2.01% | 270,284 | SH |
| 24 | FAIR ISAAC CORP | FICO | 303250104 | $16.4M | 1.82% | 15,275 | SH |
| 25 | CONSTELLATION ENERGY CORP | CEG | 21037T109 | $15.4M | 1.71% | 51,932 | SH |
| 26 | MCKESSON CORP | MCK | 58155Q103 | $14.9M | 1.66% | 17,224 | SH |
| 27 | VERTEX PHARMACEUTICALS INC | VRTX | 92532F100 | $13.4M | 1.49% | 30,411 | SH |
| 28 | FORTINET INC | FTNT | 34959E109 | $13.2M | 1.47% | 161,271 | SH |
| 29 | SALESFORCE INC | CRM | 79466L302 | $12.1M | 1.35% | 66,620 | SH |
| 30 | MORNINGSTAR INC | MORN | 617700109 | $10.6M | 1.18% | 57,720 | SH |
| 31 | ADOBE INC | ADBE | 00724F101 | $8.7M | 0.96% | 35,519 | SH |
| 32 | ALPHABET INC | GOOGL | 02079K305 | $5.8M | 0.65% | 17,090 | SH |
| 33 | JOHNSON & JOHNSON | JNJ | 478160104 | $5.6M | 0.63% | 24,030 | SH |
| 34 | INTUIT | INTU | 461202103 | $5.6M | 0.62% | 14,151 | SH |
| 35 | STOCK YDS BANCORP INC | SYBT | 861025104 | $4.5M | 0.50% | 61,517 | SH |
| 36 | BERKSHIRE HATHAWAY INC DEL | BRK.A | 084670108 | $3.6M | 0.40% | 5 | SH |
| 37 | EXXON MOBIL CORP | XOM | 30231G102 | $2.9M | 0.32% | 19,595 | SH |
| 38 | TRANE TECHNOLOGIES PLC | TT | G8994E103 | $2.7M | 0.30% | 5,639 | SH |
| 39 | TEXAS ROADHOUSE INC | TXRH | 882681109 | $2.4M | 0.27% | 14,477 | SH |
| 40 | PNC FINL SVCS GROUP INC | PNC | 693475105 | $2.3M | 0.26% | 10,391 | SH |
| 41 | AMGEN INC | AMGN | 031162100 | $2.0M | 0.23% | 5,739 | SH |
| 42 | APPLIED MATLS INC | AMAT | 038222105 | $1.9M | 0.21% | 4,718 | SH |
| 43 | MCDONALDS CORP | MCD | 580135101 | $1.7M | 0.19% | 5,534 | SH |
| 44 | CHURCHILL DOWNS INC | CHDN | 171484108 | $1.5M | 0.16% | 15,796 | SH |
| 45 | ELI LILLY & CO | LLY | 532457108 | $1.3M | 0.15% | 1,448 | SH |
| 46 | ALLSTATE CORP | ALL | 020002101 | $1.3M | 0.14% | 5,905 | SH |
| 47 | TRUSTMARK CORP | TRMK | 898402102 | $1.2M | 0.14% | 26,864 | SH |
| 48 | KROGER CO | KR | 501044101 | $1.2M | 0.13% | 17,696 | SH |
| 49 | COCA COLA CO | KO | 191216100 | $1.2M | 0.13% | 15,561 | SH |
| 50 | BROWN FORMAN CORP | BF.B | 115637209 | $1.2M | 0.13% | 40,065 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-21 | $900.0M | 137 | 0001951757-26-000665 |
| 2025-12-31 | 2026-01-15 | $926.5M | 135 | 0001951757-26-000096 |