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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.89T
$47.6 Billion 5.7% of portfolio
96,912
Q2 2025 Added 1.21%
$1.23T
$47.5 Billion 5.68% of portfolio
264,270
Q2 2025 Added 0.98%
$551B
$37.3 Billion 4.46% of portfolio
105,303
Q2 2025 Added 1.41%
$455B
$34.9 Billion 4.17% of portfolio
221,665
Q2 2025 Added 17.35%
$434B
$33.1 Billion 3.96% of portfolio
33,712
Q2 2025 Added 0.71%
$3.69T
$25.6 Billion 3.06% of portfolio
120,277
Q2 2025 Reduced 6.86%
$847B
$25 Billion 3.0% of portfolio
85,754
Q2 2025 Reduced 1.42%
$1.73T
$24 Billion 2.88% of portfolio
33,692
Q2 2025 Added 24.63%
$287B
$23.9 Billion 2.86% of portfolio
29,922
Q2 2025 Added 13.98%
$1.25T
$19 Billion 2.28% of portfolio
81,482
Q2 2025 Added 2,246.83%
$211B
$13.6 Billion 1.63% of portfolio
17,639
Q2 2025 Added 1.12%
$235B
$8.12 Billion 0.97% of portfolio
26,399
Q2 2025 Reduced 44.38%
$453B
$3.98 Billion 0.48% of portfolio
25,599
Q2 2025 Reduced 0.52%
$419B
$3.6 Billion 0.43% of portfolio
5
Q1 2025 Reduced 16.67%
$606B
$3.54 Billion 0.42% of portfolio
7,371
Q2 2025 Added 3.66%
$1.2T
$3.08 Billion 0.37% of portfolio
17,235
Q2 2025 Reduced 0.23%
$445B
$2.28 Billion 0.27% of portfolio
20,556
Q2 2025 Reduced 82.38%
$225B
$1.63 Billion 0.2% of portfolio
5,534
Q2 2025 Reduced 1.16%
$364B
$1.43 Billion 0.17% of portfolio
8,859
Q2 2025 Reduced 1.86%
$304B
$1.12 Billion 0.13% of portfolio
15,747
Q2 2025 Added 1.2%
$303B
$861 Million 0.1% of portfolio
5,818
Q2 2025 Reduced 2.4%
$243B
$766 Million 0.09% of portfolio
5,364
Q2 2025 Reduced 1.83%
$594B
$740 Million 0.09% of portfolio
949
Q2 2025 Reduced 95.56%
$539B
$663 Million 0.08% of portfolio
516
Q2 2025 Reduced 4.09%
$204B
$709 Million 0.08% of portfolio
8,607
Q1 2025 Reduced 8.5%
$350B
$687 Million 0.08% of portfolio
3,599
Q2 2025 Added 2.86%
$548B
$654 Million 0.08% of portfolio
1,164
Q2 2025 Added 0.17%
$282B
$488 Million 0.06% of portfolio
4,995
Q2 2025 Added 1.98%
$264B
$528 Million 0.06% of portfolio
3,000
Q1 2025 Added 15.38%
$205B
$450 Million 0.05% of portfolio
3,657
Q2 2025 Added 0.8%
$220B
$333 Million 0.04% of portfolio
836
Q1 2025 Reduced 2.45%
$674B
$327 Million 0.04% of portfolio
1,423
Q2 2025 New
$200B
$371 Million 0.04% of portfolio
2,716
Q2 2025 Reduced 3.31%
$397B
$250 Million 0.03% of portfolio
672
Q4 2024 Added 1.66%
$222B
$292 Million 0.03% of portfolio
896
Q3 2024 Added 0.11%
$235B
$236 Million 0.03% of portfolio
1,760
Q2 2025 Reduced 17.76%
$217B
$241 Million 0.03% of portfolio
839
Q2 2025 Reduced 20.25%
$1.04T
$288 Million 0.03% of portfolio
911
Q1 2025 Reduced 0.33%
$255B
$213 Million 0.03% of portfolio
2,950
Q2 2025 Reduced 9.84%
$246B
$205 Million 0.02% of portfolio
286
Q2 2025 New

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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