BARLOW WEALTH PARTNERS, INC.
Sector Allocation
- Technology41.9%$406.8M
- Financials23.6%$228.8M
- Consumer Discretionary9.2%$89.1M
- Consumer Staples7.6%$73.4M
- Healthcare3.6%$34.8M
- Industrials3.5%$33.8M
- Materials3.1%$30.2M
- Energy2.6%$25.1M
- Utilities2.2%$21.2M
- Communication Services1.9%$17.9M
AUM History
13fpro.ai/research/fund/barlow-wealth-partners-inc-1999928
Conviction and streaks
Concentrating · top 10 = 41.7%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
GOOG
$59.9MMSFT
$54.5MNVDA
$54.4MV
$41.1MAAPL
$39.9MCOST
$34.0MMCK
$31.5MASML
$30.7MMLI
$29.6MTJX
$29.3MBRK.B
$29.1MJPM
$28.4MTSM
$28.0MGWW
$26.9MEME
$26.6MFTNT
$26.6MAPH
$26.4MCRM
$24.8MSCHW
$24.4MRACE
$24.2M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/barlow-wealth-partners-inc-1999928
BARLOW WEALTH PARTNERS, INC. 13F holdings — Q3 2026
$970.1M portfolio (+4.8% QoQ) · 152 holdings · Q3 2026 13F · top 10 are 42% of the stock portfolio
$59.9M
6.2% of stocks
+0.4%This quarter-8.9%Since filed8+ qtrsHeld$54.5M
5.6% of stocks
+1%This quarter-1.3%Since filed8+ qtrsHeld$54.4M
5.6% of stocks
+0.8%This quarter-0.6%Since filed8+ qtrsHeld$41.1M
4.2% of stocks
+1%This quarter+1.1%Since filed8+ qtrsHeld$39.9M
4.1% of stocks
+2%This quarter+0.6%Since filed8+ qtrsHeld$34.0M
3.5% of stocks
+3%This quarter+2.8%Since filed8+ qtrsHeld$31.5M
3.2% of stocks
+1.0%This quarter-0.6%Since filed5 qtrsHeld$30.7M
3.2% of stocks
+0.6%This quarter-4.0%Since filed8+ qtrsHeld$29.6M
3.0% of stocks
+1%This quarter-10.3%Since filed8+ qtrsHeld$29.3M
3.0% of stocks
+2%This quarter-0.6%Since filed8+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row
All holdings — BARLOW WEALTH PARTNERS, INC. (Q3 2026)
152 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | BERKSHIRE HATHAWAY INC | Financials | $29.1M | 3.0% | 58K | +0.7% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | JPMORGAN CHASE & CO | Financials | $28.4M | 2.9% | 86K | +0.7% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDadr | Technology | $28.0M | 2.9% | 58K | +0.7% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | W.W. GRAINGER, INC. | Consumer Discretionary | $26.9M | 2.8% | 21K | +0.7% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | EMCOR Group, Inc. | Industrials | $26.6M | 2.7% | 32K | +0.7% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | Fortinet, Inc. | Technology | $26.6M | 2.7% | 139K | -12% | 8+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | AMPHENOL CORP /DE/ | Technology | $26.4M | 2.7% | 298K | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | Salesforce, Inc. | Technology | $24.8M | 2.5% | 110K | +15% | 3 qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | SCHWAB CHARLES CORP | Financials | $24.4M | 2.5% | 252K | +1% | 4 qtrsAdded 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | Ferrari N.V. | Consumer Discretionary | $24.2M | 2.5% | 62K | +1% | 3 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | S&P Global Inc. | Financials | $23.6M | 2.4% | 60K | +2767% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | HOULIHAN LOKEY, INC. | Financials | $23.0M | 2.4% | 180K | -12% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | GARMIN LTD | Technology | $21.5M | 2.2% | 77K | +1.0% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | Uber Technologies, Inc | Technology | $20.2M | 2.1% | 292K | +1% | 2 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | TechnipFMC plc | Energy | $20.1M | 2.1% | 288K | -26% | 6 qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $CEG | Constellation Energy Corp | Utilities | $20.0M | 2.1% | 67K | +0.9% | |||
| 27 | $RGLD | ROYAL GOLD INC | Financials | $19.9M | 2.0% | 85K | -25% | |||
| 28 | $WRB | BERKLEY W R CORP | Financials | $19.1M | 2.0% | 274K | +1% | |||
| 29 | $VRTX | VERTEX PHARMACEUTICALS INC / MA | Healthcare | $16.0M | 1.6% | 32K | +4% | |||
| 30 | $TKO | TKO Group Holdings, Inc. | Communication Services | $15.5M | 1.6% | 88K | -21% | |||
| 31 | $JNJ | JOHNSON & JOHNSON | Healthcare | $6.2M | 0.6% | 24K | -0.1% | |||
| 32 | $GOOGL | Alphabet Inc. | Technology | $5.9M | 0.6% | 17K | — | |||
| 33 | $SYBT | Stock Yards Bancorp, Inc. | Financials | $4.7M | 0.5% | 60K | -2% | |||
| 34 | $BRK.A | BERKSHIRE HATHAWAY INC | Financials | $3.8M | 0.4% | 5 | — | |||
| 35 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $3.3M | 0.3% | 20K | +2% | |||
| 36 | $LLY | ELI LILLY & Co | Healthcare | $3.0M | 0.3% | 2,599 | +79% | |||
| 37 | $TT | Trane Technologies plc | Technology | $2.6M | 0.3% | 5,361 | -4% | |||
| 38 | $AMZN | AMAZON COM INC | Consumer Discretionary | $2.4M | 0.3% | 9,474 | -2% | |||
| 39 | $TXRH | Texas Roadhouse, Inc. | Consumer Discretionary | $2.4M | 0.2% | 14K | — | |||
| 40 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $2.3M | 0.2% | 4,378 | — | |||
| 41 | $AMGN | AMGEN INC | Healthcare | $2.3M | 0.2% | 5,739 | — | |||
| 42 | $PNC | PNC FINANCIAL SERVICES GROUP, INC. | Financials | $2.3M | 0.2% | 10K | +0.1% | |||
| 43 | $KO | COCA COLA CO | Consumer Staples | $1.4M | 0.1% | 16K | +3% | |||
| 44 | $ALL | ALLSTATE CORP | Financials | $1.3M | 0.1% | 5,905 | — | |||
| 45 | $MCD | MCDONALDS CORP | Consumer Discretionary | $1.3M | 0.1% | 5,534 | — | |||
| 46 | — | ISHARES TR - CORE S&P500 ETF | — | $1.3M | 0.1% | 1,639 | +0.6% | |||
| 47 | $SPY | SPDR S&P 500 ETF TRUST | — | $1.3M | 0.1% | 1,620 | -0.1% | |||
| 48 | $ITW | ILLINOIS TOOL WORKS INC | Industrials | $1.2M | 0.1% | 4,557 | — | |||
| 49 | $TRMK | TRUSTMARK CORP | Financials | $1.2M | 0.1% | 27K | — | |||
| 50 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $1.2M | 0.1% | 4,535 | -0.7% | |||
| 51 | $CHDN | Churchill Downs Inc | Communication Services | $1.2M | 0.1% | 15K | -2% | |||
| 52 | $CVX | CHEVRON CORP | Energy | $1.2M | 0.1% | 5,671 | +6% | |||
| 53 | $ABBV | AbbVie Inc. | Healthcare | $1.2M | 0.1% | 4,334 | — | |||
| 54 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $1.1M | 0.1% | 7,602 | +3% | |||
| 55 | $FSLR | FIRST SOLAR, INC. | Technology | $1.1M | 0.1% | 6,050 | — | |||
| 56 | $BF-A | BROWN FORMAN CORP | Consumer Staples | $1.1M | 0.1% | 41K | +2% | |||
| 57 | $MRK | Merck & Co., Inc. | Healthcare | $1.1M | 0.1% | 7,590 | +1% | |||
| 58 | $DOV | DOVER Corp | Industrials | $1.0M | 0.1% | 6,525 | — | |||
| 59 | $KR | KROGER CO | Consumer Staples | $1.0M | 0.1% | 18K | — | |||
| 60 | $MS | MORGAN STANLEY | Financials | $948K | 0.1% | 4,964 | — | |||
| 61 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $933K | 0.1% | 2,478 | +1% | |||
| 62 | $ELV | Elevance Health, Inc. | Healthcare | $882K | 0.1% | 2,205 | — | |||
| 63 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $879K | 0.1% | 3,152 | — | |||
| 64 | — | VANGUARD INDEX FDS - MRNGSTR TTL STK | — | $861K | 0.1% | 2,252 | +3% | |||
| 65 | $ACN | Accenture plc | Technology | $850K | 0.1% | 4,393 | -7% | |||
| 66 | $ORLY | O REILLY AUTOMOTIVE INC | Consumer Discretionary | $806K | 0.1% | 9,465 | — | |||
| 67 | $CAT | CATERPILLAR INC | Industrials | $799K | 0.1% | 925 | +11% | |||
| 68 | $DE | DEERE & CO | Industrials | $797K | 0.1% | 1,167 | +75% | |||
| 69 | $HUM | HUMANA INC | Healthcare | $774K | 0.1% | 1,915 | -0.8% | |||
| 70 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $768K | 0.1% | 1,011 | +0.4% | |||
| 71 | $SHOP | SHOPIFY INC. | Technology | $724K | 0.1% | 4,400 | -0.6% | |||
| 72 | $MELI | MERCADOLIBRE INC | Consumer Discretionary | $721K | 0.1% | 388 | — | |||
| 73 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | — | $712K | 0.1% | 19K | — | |||
| 74 | $SYK | STRYKER CORP | Healthcare | $705K | 0.1% | 2,535 | -0.8% | |||
| 75 | $MA | Mastercard Inc | Financials | $704K | 0.1% | 1,242 | — | |||
| 76 | $DIS | Walt Disney Co | Communication Services | $687K | 0.1% | 6,608 | +3% | |||
| 77 | $BTSG | BrightSpring Health Services, Inc. | Healthcare | $668K | 0.1% | 10K | New | |||
| 78 | $TXN | TEXAS INSTRUMENTS INC | Technology | $641K | 0.1% | 2,155 | +48% | |||
| 79 | $FIX | COMFORT SYSTEMS USA INC | Industrials | $636K | 0.1% | 350 | — | |||
| 80 | $GLD | SPDR GOLD TRUST | Financials | $629K | 0.1% | 1,646 | — | |||
| 81 | $NEE | NEXTERA ENERGY INC | Utilities | $594K | 0.1% | 7,632 | — | |||
| 82 | $GD | GENERAL DYNAMICS CORP | Industrials | $590K | 0.1% | 1,780 | -0.9% | |||
| 83 | $PM | Philip Morris International Inc. | Consumer Staples | $571K | 0.1% | 3,000 | — | |||
| 84 | $CL | COLGATE PALMOLIVE CO | Consumer Staples | $570K | 0.1% | 6,534 | — | |||
| 85 | — | VANGUARD INDEX FDS - MRNGSTR VAL ETF | — | $559K | 0.1% | 2,552 | — | |||
| 86 | $AVGO | Broadcom Inc. | Technology | $540K | 0.1% | 1,438 | — | |||
| 87 | $WMT | Walmart Inc. | Consumer Staples | $534K | 0.1% | 4,983 | +50% | |||
| 88 | $META | Meta Platforms, Inc. | Technology | $492K | 0.1% | 666 | -2% | |||
| 89 | $CINF | CINCINNATI FINANCIAL CORP | Financials | $484K | 0.1% | 2,965 | — | |||
| 90 | — | FIDELITY COVINGTON TRUST - MSCI INFO TECH I | — | $462K | 0.1% | 1,492 | — | |||
| 91 | — | AMERICAN CENTY ETF TR - AVANTIS ALL EQT | — | $447K | 0.1% | 4,472 | — | |||
| 92 | — | VANGUARD INDEX FDS - MRNGSTR LRG CAP | — | $439K | 0.1% | 1,220 | — | |||
| 93 | $DOV | DOVER Corp | Industrials | $436K | 0.0% | 2,270 | — | |||
| 94 | $LMT | LOCKHEED MARTIN CORP | Industrials | $417K | 0.0% | 817 | — | |||
| 95 | $AZO | AUTOZONE INC | Consumer Discretionary | $412K | 0.0% | 142 | — | |||
| 96 | $DUK | Duke Energy CORP | Utilities | $398K | 0.0% | 3,438 | — | |||
| 97 | $COR | Cencora, Inc. | Consumer Staples | $390K | 0.0% | 1,234 | -3% | |||
| 98 | $COF | CAPITAL ONE FINANCIAL CORP | Financials | $387K | 0.0% | 1,976 | — | |||
| 99 | $USB | US BANCORP DE | Financials | $386K | 0.0% | 6,736 | — | |||
| 100 | $ONTO | ONTO INNOVATION INC. | Technology | $386K | 0.0% | 1,230 | — | |||
| 101 | $BLK | BlackRock, Inc. | Financials | $366K | 0.0% | 339 | — | |||
| 102 | $GLW | CORNING INC /NY | Materials | $359K | 0.0% | 2,126 | — | |||
| 103 | — | VANGUARD INDEX FDS - MRNGSTR SML CP V | — | $349K | 0.0% | 1,482 | — | |||
| 104 | $FCAP | FIRST CAPITAL INC | Financials | $347K | 0.0% | 5,372 | +0.4% | |||
| 105 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $344K | 0.0% | 1,616 | — | |||
| 106 | $WWD | Woodward, Inc. | Technology | $341K | 0.0% | 1,026 | New | |||
| 107 | $NFLX | NETFLIX INC | Communication Services | $339K | 0.0% | 4,930 | -3% | |||
| 108 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | — | $333K | 0.0% | 3,971 | — | |||
| 109 | $GPC | GENUINE PARTS CO | Consumer Discretionary | $332K | 0.0% | 2,608 | — | |||
| 110 | $FNB | FNB CORP/PA/ | Financials | $318K | 0.0% | 18K | +0.7% | |||
| 111 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $318K | 0.0% | 4,634 | -2% | |||
| 112 | $PEP | PEPSICO INC | Consumer Staples | $310K | 0.0% | 2,463 | +33% | |||
| 113 | $ONB | OLD NATIONAL BANCORP /IN/ | Financials | $306K | 0.0% | 12K | — | |||
| 114 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | — | $305K | 0.0% | 11K | — | |||
| 115 | $FAST | FASTENAL CO | Industrials | $303K | 0.0% | 5,969 | — | |||
| 116 | $UPS | UNITED PARCEL SERVICE INC | Industrials | $302K | 0.0% | 3,245 | -0.1% | |||
| 117 | $PSX | Phillips 66 | Energy | $295K | 0.0% | 1,092 | — | |||
| 118 | $DELL | Dell Technologies Inc. | Technology | $290K | 0.0% | 505 | — | |||
| 119 | $BF-A | BROWN FORMAN CORP | Consumer Staples | $290K | 0.0% | 11K | — | |||
| 120 | $UCB | UNITED COMMUNITY BANKS INC | Financials | $288K | 0.0% | 8,546 | +42% | |||
| 121 | $RBCAA | REPUBLIC BANCORP INC /KY/ | Financials | $284K | 0.0% | 3,045 | — | |||
| 122 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $281K | 0.0% | 432 | -3% | |||
| 123 | $AXP | AMERICAN EXPRESS CO | Financials | $274K | 0.0% | 900 | +0.4% | |||
| 124 | $MDLZ | Mondelez International, Inc. | Consumer Staples | $274K | 0.0% | 4,589 | — | |||
| 125 | $WPC | W. P. Carey Inc. | Real Estate | $269K | 0.0% | 4,206 | — | |||
| 126 | $INTU | INTUIT INC. | Technology | $264K | 0.0% | 911 | -98% | |||
| 127 | $MEDP | Medpace Holdings, Inc. | Healthcare | $260K | 0.0% | 432 | — | |||
| 128 | $GS | GOLDMAN SACHS GROUP INC | Financials | $257K | 0.0% | 286 | — | |||
| 129 | $WAT | WATERS CORP /DE/ | Healthcare | $256K | 0.0% | 586 | — | |||
| 130 | $HONA | Honeywell Aerospace Inc. | Industrials | $254K | 0.0% | 1,616 | — | |||
| 131 | $APD | Air Products & Chemicals, Inc. | Materials | $253K | 0.0% | 902 | -16% | |||
| 132 | $HWC | HANCOCK WHITNEY CORP | Financials | $251K | 0.0% | 3,450 | — | |||
| 133 | — | VANGUARD INDEX FDS - MRNGSTR MID CAP | — | $248K | 0.0% | 3,060 | — | |||
| 134 | $MDT | Medtronic plc | Healthcare | $246K | 0.0% | 2,827 | — | |||
| 135 | — | AMERICAN CENTY ETF TR - US QUALITY GROW | — | $243K | 0.0% | 2,043 | New | |||
| 136 | $INTC | INTEL CORP | Technology | $241K | 0.0% | 2,143 | New | |||
| 137 | $SHEL | Shell plc | Energy | $239K | 0.0% | 2,450 | — | |||
| 138 | $PLTR | Palantir Technologies Inc. | Technology | $236K | 0.0% | 1,231 | -21% | |||
| 139 | $T | AT&T INC. | Communication Services | $228K | 0.0% | 9,343 | New | |||
| 140 | $CB | Chubb Ltd | Financials | $225K | 0.0% | 673 | — | |||
| 141 | $SO | SOUTHERN CO | Utilities | $224K | 0.0% | 2,620 | — | |||
| 142 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $222K | 0.0% | 775 | — | |||
| 143 | $SHBI | SHORE BANCSHARES INC | Financials | $221K | 0.0% | 9,754 | +0.6% | |||
| 144 | $CSCO | CISCO SYSTEMS, INC. | Technology | $221K | 0.0% | 1,873 | New | |||
| 145 | $TSLA | Tesla, Inc. | Consumer Discretionary | $220K | 0.0% | 578 | -25% | |||
| 146 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $216K | 0.0% | 301 | — | |||
| 147 | — | VANGUARD INDEX FDS - MRNGSTR GRWT ETF | — | $215K | 0.0% | 2,316 | New | |||
| 148 | $A | AGILENT TECHNOLOGIES, INC. | Healthcare | $210K | 0.0% | 1,240 | New | |||
| 149 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $210K | 0.0% | 948 | +13% | |||
| 150 | $ORCL | ORACLE CORP | Technology | $207K | 0.0% | 1,433 | — |
What changed in Q3 2026
Against the previous quarter's 13F: 9 new, 48 added to, 27 trimmed, 6 sold out. Share-count changes; largest moves by dollar size first.
New positions (9)
first bought this quarter
$BTSGBrightSpring Health Services, Inc.$668K
first bought this quarter
$WWDWoodward, Inc.$341K
first bought this quarter
- AMERICAN CENTY ETF TR - US QUALITY GROW$243K
first bought this quarter
$INTCINTEL CORP$241K
first bought this quarter
$TAT&T INC.$228K
first bought this quarter
+3 more in the Excel export
Added to (48)
$SPGIS&P Global Inc.+2767%
now $23.6M · held 8+ qtrs
now $24.8M · held 3 qtrs, 3 adds in a row
$LLYELI LILLY & Co+79%
now $3.0M · held 8+ qtrs
now $34.0M · held 8+ qtrs
now $39.9M · held 8+ qtrs
$VRTXVERTEX PHARMACEUTICALS INC / MA+4%
now $16.0M · held 8+ qtrs, 3 adds in a row
+42 more in the Excel export
Trimmed (27)
$INTUINTUIT INC.-98%
now $264K · held 8+ qtrs
$FTITechnipFMC plc-26%
now $20.1M · held 6 qtrs, 3 trims in a row
$RGLDROYAL GOLD INC-25%
now $19.9M · held 8+ qtrs
$TKOTKO Group Holdings, Inc.-21%
now $15.5M · held 8+ qtrs, 3 trims in a row
now $26.6M · held 8+ qtrs, 3 trims in a row
$HLIHOULIHAN LOKEY, INC.-12%
now $23.0M · held 8+ qtrs
+21 more in the Excel export
Holdings by quarter
Every 13F BARLOW WEALTH PARTNERS, INC. has filed, 11 earlier quarters. Pick one to see what it held then.
Is it too late to follow BARLOW WEALTH PARTNERS?
Q3 2026 13F filed with the SEC on Oct 15, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of BARLOW WEALTH PARTNERS's top 20 holdings: 75/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
-2.3%
Value-weighted move of the 10 largest stock positions
Turnover
7%
Last quarter; 25% over the last 4
Top 10 weight
42%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
90%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
BARLOW WEALTH PARTNERS, INC. disclosed 152 positions worth $970.1M in its Form 13F-HR for Q3 2026, led by $GOOG (Alphabet Inc.) at 6.2% of the equity portfolio, followed by $MSFT and $NVDA. During the quarter the fund opened 9 new positions and exited 6 — including a new stake in $APH and a full exit from $FICO. The portfolio is most concentrated in Technology (41.9% of disclosed assets). All figures are sourced directly from BARLOW WEALTH PARTNERS, INC.’s Form 13F-HR filing with the SEC under CIK 1999928.
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AI-Powered Hedge Fund Analysis: BARLOW WEALTH PARTNERS, INC.
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Every holding in BARLOW WEALTH PARTNERS, INC.'s portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.