Barlow Wealth Partners, Inc. Portfolio Holdings

Barlow Wealth Partners, Inc.

  • $836 Billion
  • Q2 2025

Barlow Wealth Partners, Inc. has filed its 13F form on July 29, 2025 for Q2 2025 where it was disclosed a total value porftolio of $836 Billion distributed in 134 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $47.6B, Alphabet Inc. with a value of $47.5B, Houlihan Lokey, Inc. with a value of $37.7B, Visa Inc. with a value of $37.3B, and Nvidia Corp with a value of $34.9B.

Examining the 13F form we can see an increase of $74.2B in the current position value, from $761B to 836B.

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 $836 Billion
Technology: $259 Billion
Financial Services: $177 Billion
Communication Services: $75.7 Billion
Industrials: $68.4 Billion
Healthcare: $65.7 Billion
Consumer Cyclical: $46.8 Billion
Consumer Defensive: $40.3 Billion
Utilities: $21.8 Billion
Other: $44.3 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.91T
$47.6 Billion 5.7% of portfolio
96,912
Q2 2025 Added 1.21%
$1.2T
$47.5 Billion 5.68% of portfolio
264,270
Q2 2025 Added 0.98%
$9.53B
$37.7 Billion 4.51% of portfolio
205,578
Q2 2025 Added 0.87%
$555B
$37.3 Billion 4.46% of portfolio
105,303
Q2 2025 Added 1.41%
$447B
$34.9 Billion 4.17% of portfolio
221,665
Q2 2025 Added 17.35%
$429B
$33.1 Billion 3.96% of portfolio
33,712
Q2 2025 Added 0.71%
$3.43T
$25.6 Billion 3.06% of portfolio
120,277
Q2 2025 Reduced 6.86%
$153B
$25.5 Billion 3.05% of portfolio
203,569
Q2 2025 Added 0.77%
$855B
$25 Billion 3.0% of portfolio
85,754
Q2 2025 Reduced 1.42%
$4.97B
$24.5 Billion 2.93% of portfolio
294,243
Q2 2025 Added 29.72%
$1.72T
$24 Billion 2.88% of portfolio
33,692
Q2 2025 Added 24.63%
$274B
$23.9 Billion 2.86% of portfolio
29,922
Q2 2025 Added 13.98%
$99B
$23.3 Billion 2.79% of portfolio
50,958
Q2 2025 Added 1.73%
Tko Group Holdings Inc
-
$22.6 Billion 2.7% of portfolio
-
Q2 2025 Added 0.8%
$6.85B
$21.4 Billion 2.56% of portfolio
182,618
Q2 2025 Added 0.82%
$112B
$20.9 Billion 2.51% of portfolio
68,308
Q2 2025 Reduced 25.04%
$10.6B
$20.3 Billion 2.43% of portfolio
113,313
Q2 2025 Added 1.02%
$1.2T
$19 Billion 2.28% of portfolio
81,482
Q2 2025 Added 2,246.83%
$18.8B
$18.5 Billion 2.21% of portfolio
261,115
Q2 2025 Added 0.79%
$13.4B
$18.3 Billion 2.19% of portfolio
80,269
Q2 2025 Reduced 18.7%
$76.2B
$18.3 Billion 2.19% of portfolio
178,684
Q2 2025 Added 0.92%
$102B
$16.5 Billion 1.98% of portfolio
236,999
Q2 2025 New
$156B
$16 Billion 1.92% of portfolio
53,043
Q2 2025 Added 0.32%
$44.1B
$15.7 Billion 1.87% of portfolio
73,408
Q2 2025 Added 1.24%
$11B
$15.2 Billion 1.82% of portfolio
49,072
Q2 2025 Added 33.63%
$48.5B
$14.7 Billion 1.76% of portfolio
14,182
Q2 2025 Added 1.96%
$220B
$13.6 Billion 1.63% of portfolio
17,639
Q2 2025 Added 1.12%
$161B
$13.6 Billion 1.62% of portfolio
35,807
Q2 2025 Added 5.79%
$15.9B
$13 Billion 1.56% of portfolio
376,462
Q2 2025 New
$117B
$12.5 Billion 1.5% of portfolio
5,076
Q2 2025 Added 1,257.22%
-
$12.2 Billion 1.46% of portfolio
-
Q2 2025 Added 887.06%
$35.2B
$8.95 Billion 1.07% of portfolio
4,857
Q2 2025 Added 1.67%
$230B
$8.12 Billion 0.97% of portfolio
26,399
Q2 2025 Reduced 44.38%
$66.3B
$6.89 Billion 0.82% of portfolio
19,670
Q2 2025 Added 762.72%
$2.16B
$5.03 Billion 0.6% of portfolio
61,517
Q4 2024 Reduced 3.45%
$446B
$3.98 Billion 0.48% of portfolio
25,599
Q2 2025 Reduced 0.52%
$422B
$3.6 Billion 0.43% of portfolio
5
Q1 2025 Reduced 16.67%
$611B
$3.54 Billion 0.42% of portfolio
7,371
Q2 2025 Added 3.66%
$1.16T
$3.08 Billion 0.37% of portfolio
17,235
Q2 2025 Reduced 0.23%
$99B
$2.8 Billion 0.34% of portfolio
6,473
Q1 2025 Added 0.02%
$2.26T
$2.76 Billion 0.33% of portfolio
12,565
Q2 2025 Added 0.35%
$444B
$2.28 Billion 0.27% of portfolio
20,556
Q2 2025 Reduced 82.38%
$152B
$2.03 Billion 0.24% of portfolio
6,843
Q2 2025 Reduced 2.17%
$76.2B
$2.03 Billion 0.24% of portfolio
10,355
Q2 2025 Added 0.13%
$3.83B
$1.79 Billion 0.21% of portfolio
17,046
Q2 2025 Reduced 86.48%
$226B
$1.63 Billion 0.2% of portfolio
5,534
Q2 2025 Reduced 1.16%
$125B
$1.47 Billion 0.18% of portfolio
4,807
Q2 2025 Reduced 5.15%
$362B
$1.43 Billion 0.17% of portfolio
8,859
Q2 2025 Reduced 1.86%
$52.8B
$1.31 Billion 0.16% of portfolio
18,696
Q2 2025 Reduced 5.08%

Summary

  • Portfolio
  • No. of Stocks 134
  • Current Value $836 Billion
  • Prior Value $761 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 29, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 8 stocks
  • Additional Purchases 46 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 35 stocks
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