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
$182B
$1.2 Billion 0.14% of portfolio
2,284
Q2 2025 Reduced 5.89%
$80B
$1.18 Billion 0.14% of portfolio
4,606
Q2 2025 Reduced 4.3%
$55.9B
$1.15 Billion 0.14% of portfolio
5,882
Q4 2024 Reduced 5.16%
$0
$1.16 Billion 0.14% of portfolio
1,860
Q2 2025 Added 14.6%
$306B
$1.12 Billion 0.13% of portfolio
15,747
Q2 2025 Added 1.2%
$142B
$1.05 Billion 0.13% of portfolio
2,691
Q2 2025 Reduced 5.78%
$19.7B
$1.03 Billion 0.12% of portfolio
6,050
Q2 2025 Reduced 12.95%
$2.35B
$1.03 Billion 0.12% of portfolio
26,864
Q1 2025 New
$0
$906 Million 0.11% of portfolio
1,461
Q2 2025 Added 0.07%
$162B
$894 Million 0.11% of portfolio
4,706
Q1 2025 Reduced 0.76%
$302B
$861 Million 0.1% of portfolio
5,818
Q2 2025 Reduced 2.4%
$0
$843 Million 0.1% of portfolio
6,525
Q4 2023 New
$250B
$766 Million 0.09% of portfolio
5,364
Q2 2025 Reduced 1.83%
$608B
$740 Million 0.09% of portfolio
949
Q2 2025 Reduced 95.56%
$146B
$777 Million 0.09% of portfolio
3,249
Q1 2025 Added 18.19%
$34.8B
$632 Million 0.08% of portfolio
2,590
Q2 2025 Reduced 4.88%
$203B
$709 Million 0.08% of portfolio
8,607
Q1 2025 Reduced 8.5%
$0
$702 Million 0.08% of portfolio
2,297
Q1 2025 Added 1.37%
$351B
$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%
$141B
$613 Million 0.07% of portfolio
8,392
Q4 2024 Reduced 25.87%
$70.9B
$619 Million 0.07% of portfolio
6,696
Q1 2025 Added 5.25%
$6.4B
$624 Million 0.07% of portfolio
6,990
Q2 2025 Added 1,400.0%
$86.2B
$587 Million 0.07% of portfolio
1,997
Q4 2024 Reduced 41.64%
$178B
$508 Million 0.06% of portfolio
4,425
Q4 2024 Reduced 0.56%
$106B
$520 Million 0.06% of portfolio
1,683
Q2 2025 Added 0.54%
$281B
$488 Million 0.06% of portfolio
4,995
Q2 2025 Added 1.98%
-
$465 Million 0.06% of portfolio
-
Q1 2025 Reduced 0.58%
$75.9B
$523 Million 0.06% of portfolio
142
Q3 2024 Reduced 1.39%
$261B
$528 Million 0.06% of portfolio
3,000
Q1 2025 Added 15.38%
$0
$520 Million 0.06% of portfolio
944
Q3 2024 Added 16.83%
$113B
$378 Million 0.05% of portfolio
817
Q4 2024 Reduced 45.82%
$0
$456 Million 0.05% of portfolio
2,552
Q2 2024 Added 90.31%
$24.1B
$433 Million 0.05% of portfolio
2,965
Q4 2023 New
$83.2B
$432 Million 0.05% of portfolio
1,976
Q2 2025 New
$0
$453 Million 0.05% of portfolio
15,544
Q4 2024 Added 300.0%
$25B
$389 Million 0.05% of portfolio
2,070
Q1 2025 Reduced 0.96%
$207B
$450 Million 0.05% of portfolio
3,657
Q2 2025 Added 0.8%
-
$350 Million 0.04% of portfolio
-
Q4 2023 New
$38.4B
$369 Million 0.04% of portfolio
1,268
Q2 2025 Reduced 5.3%
$0
$349 Million 0.04% of portfolio
1,220
Q4 2023 New
Blackrock Inc
-
$363 Million 0.04% of portfolio
-
Q1 2025 Reduced 2.87%
$218B
$333 Million 0.04% of portfolio
836
Q1 2025 Reduced 2.45%
$127B
$298 Million 0.04% of portfolio
1,104
Q2 2025 Added 6.15%
$68B
$320 Million 0.04% of portfolio
6,736
Q1 2024 Reduced 6.29%
$84.1B
$319 Million 0.04% of portfolio
4,589
Q2 2025 Reduced 12.67%
$19B
$332 Million 0.04% of portfolio
2,608
Q1 2025 Reduced 7.12%
$153B
$345 Million 0.04% of portfolio
663
Q1 2024 Reduced 98.16%
$177B
$311 Million 0.04% of portfolio
1,445
Q2 2025 Added 0.21%

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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