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
$200B
$339 Million 0.04% of portfolio
2,216
Q3 2025 Reduced 18.41%
Blackrock Inc
-
$383 Million 0.04% of portfolio
-
Q1 2025 Reduced 2.87%
$17.7B
$346 Million 0.04% of portfolio
2,608
Q1 2025 Reduced 7.12%
$13.8B
$285 Million 0.03% of portfolio
4,206
Q2 2025 Reduced 16.7%
$105B
$305 Million 0.03% of portfolio
4,741
Q2 2025 Reduced 7.71%
$383B
$272 Million 0.03% of portfolio
698
Q3 2025 Added 3.87%
$58.2B
$273 Million 0.03% of portfolio
1,077
Q3 2025 Added 1.51%
$222B
$225 Million 0.03% of portfolio
1,760
Q2 2025 Reduced 17.76%
$127B
$271 Million 0.03% of portfolio
2,827
Q4 2023 New
$0
$287 Million 0.03% of portfolio
3,971
Q4 2023 New
$0
$308 Million 0.03% of portfolio
1,482
Q3 2025 Reduced 5.61%
$78.3B
$284 Million 0.03% of portfolio
4,589
Q2 2025 Reduced 12.67%
$6.16B
$256 Million 0.03% of portfolio
12,309
Q2 2024 New
$120B
$269 Million 0.03% of portfolio
538
Q1 2025 New
$144B
$307 Million 0.03% of portfolio
663
Q1 2024 Reduced 98.16%
$99.2B
$255 Million 0.03% of portfolio
2,620
Q2 2025 Reduced 1.24%
$5.68B
$274 Million 0.03% of portfolio
17,905
Q3 2025 Added 0.73%
$177B
$247 Million 0.03% of portfolio
1,447
Q3 2025 Added 0.14%
$18.7B
$232 Million 0.03% of portfolio
425
Q3 2025 New
$49.7B
$219 Million 0.02% of portfolio
1,339
Q3 2025 New
$380B
$225 Million 0.02% of portfolio
1,280
Q3 2025 New
$6.16B
$214 Million 0.02% of portfolio
3,900
Q2 2025 New
$1.15B
$213 Million 0.02% of portfolio
3,045
Q3 2025 Reduced 12.75%
$277B
$213 Million 0.02% of portfolio
286
Q2 2025 New
$152M
$223 Million 0.02% of portfolio
5,283
Q3 2025 Added 0.57%
$34.8B
$209 Million 0.02% of portfolio
264
Q3 2025 New
$69.3B
$218 Million 0.02% of portfolio
2,505
Q2 2025 New
$0
$223 Million 0.02% of portfolio
765
Q3 2025 New
$34.8B
$210 Million 0.02% of portfolio
1,749
Q1 2025 Reduced 18.61%
$46.9M
$51 Million 0.01% of portfolio
25,000
Q4 2023 New

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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