Barlow Wealth Partners, Inc. Portfolio Holdings

Barlow Wealth Partners, Inc.

  • $899 Billion
  • Q3 2025

Barlow Wealth Partners, Inc. has filed its 13F form on November 03, 2025 for Q3 2025 where it was disclosed a total value porftolio of $899 Billion distributed in 131 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Alphabet Inc. with a value of $62.9B, Microsoft Corp with a value of $51.1B, Nvidia Corp with a value of $40.1B, Houlihan Lokey, Inc. with a value of $39.4B, and Visa Inc. with a value of $35.8B.

Examining the 13F form we can see an increase of $63B in the current position value, from $836B to 899B.

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 $899 Billion
Technology: $259 Billion
Financial Services: $169 Billion
Communication Services: $93.8 Billion
Industrials: $85.3 Billion
Consumer Cyclical: $78.4 Billion
Consumer Defensive: $55.4 Billion
Healthcare: $55 Billion
Utilities: $25 Billion
Other: $50.8 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$352B
$1.24 Billion 0.14% of portfolio
8,163
Q3 2025 Reduced 7.86%
$56B
$1.15 Billion 0.13% of portfolio
5,905
Q3 2025 Added 0.39%
$75.4B
$1.17 Billion 0.13% of portfolio
4,606
Q2 2025 Reduced 4.3%
$162B
$1.1 Billion 0.12% of portfolio
2,296
Q3 2025 Added 0.53%
$310B
$1.1 Billion 0.12% of portfolio
15,546
Q3 2025 Reduced 1.28%
$939B
$1.09 Billion 0.12% of portfolio
1,340
Q3 2025 Added 41.2%
$197B
$1.04 Billion 0.12% of portfolio
4,706
Q1 2025 Reduced 0.76%
$0
$1.08 Billion 0.12% of portfolio
1,613
Q3 2025 Added 10.4%
$138B
$993 Million 0.11% of portfolio
2,556
Q3 2025 Reduced 5.02%
$2.4B
$1.02 Billion 0.11% of portfolio
26,864
Q1 2025 New
$306B
$921 Million 0.1% of portfolio
2,547
Q3 2025 Reduced 90.35%
$0
$904 Million 0.1% of portfolio
6,525
Q4 2023 New
$282B
$785 Million 0.09% of portfolio
4,964
Q3 2025 Reduced 7.46%
$209B
$773 Million 0.09% of portfolio
6,836
Q3 2025 Added 86.93%
$30.8B
$781 Million 0.09% of portfolio
2,716
Q3 2025 Added 4.86%
$306B
$825 Million 0.09% of portfolio
5,303
Q3 2025 Reduced 8.85%
$75.7B
$763 Million 0.08% of portfolio
2,209
Q3 2025 Reduced 88.77%
$189B
$717 Million 0.08% of portfolio
4,425
Q4 2024 Reduced 0.56%
$6.23B
$707 Million 0.08% of portfolio
6,990
Q2 2025 Added 1,400.0%
$0
$722 Million 0.08% of portfolio
2,196
Q3 2025 Reduced 4.4%
$131B
$595 Million 0.07% of portfolio
1,578
Q3 2025 Reduced 6.24%
$168B
$612 Million 0.07% of portfolio
7,392
Q3 2025 Reduced 11.92%
$96.8B
$608 Million 0.07% of portfolio
1,797
Q3 2025 Reduced 10.02%
$0
$630 Million 0.07% of portfolio
1,040
Q3 2025 Added 10.17%
$135B
$663 Million 0.07% of portfolio
3,210
Q3 2025 Reduced 1.2%
$230B
$668 Million 0.07% of portfolio
7,625
Q3 2025 Reduced 11.41%
$66.3B
$535 Million 0.06% of portfolio
6,696
Q1 2025 Added 5.25%
$506B
$576 Million 0.06% of portfolio
516
Q2 2025 Reduced 4.09%
$0
$498 Million 0.06% of portfolio
15,544
Q4 2024 Added 300.0%
$71.3B
$568 Million 0.06% of portfolio
142
Q3 2024 Reduced 1.39%
$533B
$550 Million 0.06% of portfolio
962
Q3 2025 Reduced 17.35%
$38.4B
$419 Million 0.05% of portfolio
1,268
Q2 2025 Reduced 5.3%
$0
$476 Million 0.05% of portfolio
2,552
Q2 2024 Added 90.31%
$26.4B
$461 Million 0.05% of portfolio
2,965
Q4 2023 New
$84.7B
$435 Million 0.05% of portfolio
1,976
Q2 2025 New
-
$440 Million 0.05% of portfolio
-
Q1 2025 Reduced 0.58%
$243B
$471 Million 0.05% of portfolio
3,000
Q1 2025 Added 15.38%
$300B
$430 Million 0.05% of portfolio
836
Q1 2025 Reduced 2.45%
$637B
$369 Million 0.04% of portfolio
1,353
Q3 2025 Reduced 4.92%
$120B
$398 Million 0.04% of portfolio
817
Q4 2024 Reduced 45.82%
$143B
$393 Million 0.04% of portfolio
1,155
Q3 2025 Added 4.62%
$277B
$315 Million 0.04% of portfolio
896
Q3 2024 Added 0.11%
$174B
$330 Million 0.04% of portfolio
585
Q3 2025 New
$0
$327 Million 0.04% of portfolio
1,459
Q4 2023 New
$70.8B
$319 Million 0.04% of portfolio
6,736
Q1 2024 Reduced 6.29%
$0
$376 Million 0.04% of portfolio
1,220
Q4 2023 New
-
$373 Million 0.04% of portfolio
-
Q4 2023 New
$25.8B
$380 Million 0.04% of portfolio
2,270
Q3 2025 Added 9.66%
$281B
$337 Million 0.04% of portfolio
3,146
Q3 2025 Reduced 37.02%

Summary

  • Portfolio
  • No. of Stocks 131
  • Current Value $899 Billion
  • Prior Value $836 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 03, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 10 stocks
  • Additional Purchases 42 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
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