Barlow Wealth Partners, Inc. Portfolio Holdings

Barlow Wealth Partners, Inc.

  • $927 Billion
  • Q4 2025

Barlow Wealth Partners, Inc. has filed its 13F form on January 14, 2026 for Q4 2025 where it was disclosed a total value porftolio of $927 Billion distributed in 135 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Alphabet Inc. with a value of $77.6B, Microsoft Corp with a value of $47.6B, Nvidia Corp with a value of $41.1B, Houlihan Lokey, Inc. with a value of $37.2B, and Visa Inc. with a value of $36.9B.

Examining the 13F form we can see an increase of $27.9B in the current position value, from $899B to 927B.

Barlow Wealth Partners, Inc. is based out at Louisville, KY

Below you can find more details about Barlow Wealth Partners, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $927 Billion
Technology: $256 Billion
Financial Services: $195 Billion
Communication Services: $107 Billion
Industrials: $86.6 Billion
Consumer Cyclical: $81.8 Billion
Healthcare: $51.2 Billion
Consumer Defensive: $37.8 Billion
Basic Materials: $28.2 Billion
Other: $54.7 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$74.9B
$1.14 Billion 0.12% of portfolio
4,460
Q4 2025 Reduced 3.17%
$0
$1.11 Billion 0.12% of portfolio
1,603
Q4 2025 Reduced 0.62%
$2.36B
$1.08 Billion 0.12% of portfolio
26,864
Q1 2025 New
$159B
$1.13 Billion 0.12% of portfolio
2,081
Q4 2025 Reduced 9.36%
$346B
$1.1 Billion 0.12% of portfolio
7,769
Q4 2025 Reduced 4.83%
$47.8B
$1.11 Billion 0.12% of portfolio
18,696
Q2 2025 Reduced 5.08%
$306B
$1.1 Billion 0.12% of portfolio
15,546
Q3 2025 Reduced 1.28%
-
$1.04 Billion 0.11% of portfolio
-
Q4 2025 Reduced 18.8%
$0
$1.03 Billion 0.11% of portfolio
1,476
Q4 2025 Reduced 20.65%
$0
$944 Million 0.1% of portfolio
6,525
Q4 2023 New
$270B
$925 Million 0.1% of portfolio
4,964
Q3 2025 Reduced 7.46%
$136B
$939 Million 0.1% of portfolio
2,556
Q3 2025 Reduced 5.02%
$414B
$802 Million 0.09% of portfolio
3,642
Q4 2025 Added 1.87%
$303B
$869 Million 0.09% of portfolio
5,363
Q4 2025 Added 1.13%
$300B
$871 Million 0.09% of portfolio
2,532
Q4 2025 Reduced 0.59%
$78.2B
$822 Million 0.09% of portfolio
2,205
Q4 2025 Reduced 0.18%
$174B
$728 Million 0.08% of portfolio
4,425
Q4 2024 Reduced 0.56%
$193B
$771 Million 0.08% of portfolio
6,651
Q4 2025 Reduced 2.71%
$0
$752 Million 0.08% of portfolio
2,196
Q3 2025 Reduced 4.4%
$130B
$654 Million 0.07% of portfolio
1,578
Q3 2025 Reduced 6.24%
$132B
$671 Million 0.07% of portfolio
3,235
Q4 2025 Added 0.78%
$94.5B
$636 Million 0.07% of portfolio
1,797
Q3 2025 Reduced 10.02%
$30B
$630 Million 0.07% of portfolio
2,275
Q4 2025 Reduced 16.24%
$168B
$610 Million 0.07% of portfolio
7,632
Q4 2025 Added 3.25%
$6.2B
$656 Million 0.07% of portfolio
6,990
Q2 2025 Added 1,400.0%
$0
$631 Million 0.07% of portfolio
1,007
Q4 2025 Reduced 3.17%
$291B
$516 Million 0.06% of portfolio
836
Q1 2025 Reduced 2.45%
$0
$511 Million 0.06% of portfolio
15,544
Q4 2024 Added 300.0%
$167B
$517 Million 0.06% of portfolio
5,164
Q4 2025 New
$65.7B
$546 Million 0.06% of portfolio
6,696
Q1 2025 Added 5.25%
$512B
$556 Million 0.06% of portfolio
966
Q4 2025 Added 0.42%
$38.4B
$426 Million 0.05% of portfolio
1,268
Q2 2025 Reduced 5.3%
$77.2B
$492 Million 0.05% of portfolio
1,976
Q2 2025 New
$237B
$488 Million 0.05% of portfolio
3,000
Q1 2025 Added 15.38%
$49.1B
$453 Million 0.05% of portfolio
5,060
Q4 2025 Added 880.62%
$0
$502 Million 0.05% of portfolio
2,552
Q2 2024 Added 90.31%
$139B
$500 Million 0.05% of portfolio
1,448
Q4 2025 Added 25.37%
$25.7B
$458 Million 0.05% of portfolio
2,270
Q3 2025 Added 9.66%
$26.1B
$483 Million 0.05% of portfolio
2,965
Q4 2023 New
$123B
$444 Million 0.05% of portfolio
817
Q4 2024 Reduced 45.82%
$73.2B
$486 Million 0.05% of portfolio
142
Q3 2024 Reduced 1.39%
$163B
$418 Million 0.05% of portfolio
645
Q4 2025 Added 10.26%
$0
$329 Million 0.04% of portfolio
1,482
Q3 2025 Reduced 5.61%
$0
$390 Million 0.04% of portfolio
1,220
Q4 2023 New
Blackrock Inc
-
$368 Million 0.04% of portfolio
-
Q1 2025 Reduced 2.87%
$255B
$337 Million 0.04% of portfolio
896
Q3 2024 Added 0.11%
-
$397 Million 0.04% of portfolio
-
Q4 2023 New
$279B
$381 Million 0.04% of portfolio
3,326
Q4 2025 Added 5.72%
$67.6B
$372 Million 0.04% of portfolio
6,736
Q1 2024 Reduced 6.29%

Summary

  • Portfolio
  • No. of Stocks 135
  • Current Value $927 Billion
  • Prior Value $899 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 14, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 7 stocks
  • Additional Purchases 41 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 34 stocks
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