Barlow Wealth Partners, Inc. Top Holdings and 13F Report (2026)

About Barlow Wealth Partners, Inc.

Investment Activity

Barlow Wealth Partners, Inc. has $900.01 million in total holdings as of March 31, 2026.
Barlow Wealth Partners, Inc. owns shares of 137 different stocks, but just 25 companies or ETFs make up 80% of its holdings.
Approximately 8.65% of the portfolio was purchased this quarter.
About 12.70% of the portfolio was sold this quarter.
This quarter, Barlow Wealth Partners, Inc. has purchased 135 new stocks and bought additional shares in 38 stocks.
Barlow Wealth Partners, Inc. sold shares of 31 stocks and completely divested from 7 stocks this quarter.

Largest Holdings

Alphabet: $67,536,586
NVIDIA: $44,923,748
Microsoft: $42,783,802
Costco Wholesale: $35,106,634
Visa: $34,282,780

Largest New Holdings this Quarter

N3167Y103 - Ferrari: $22,853,095 Holding
79466L302 - Salesforce: $12,134,167 Holding
219350105 - Corning: $349,472 Holding
69608A108 - PALANTIR TECHNOLOGIES INC: $227,636 Holding
780259305 - Shell: $215,135 Holding

Largest Purchases this Quarter

Ferrari: 61,293 shares (about $22.85M)
Charles Schwab: 238,829 shares (about $22.04M)
Salesforce: 66,620 shares (about $12.13M)
Fair Isaac: 7,363 shares (about $7.90M)
Berkshire Hathaway: 16,234 shares (about $7.70M)

Largest Sales this Quarter

Meta Platforms: 33,818 shares (about $23.29M)
MercadoLibre: 8,312 shares (about $15.43M)
Alphabet: 36,766 shares (about $12.48M)
Taiwan Semiconductor Manufacturing: 25,973 shares (about $9.62M)
ASML: 5,037 shares (about $7.35M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
GOOG Alphabet	$67,536,586	$12,478,391 ▼	-15.6%	198,988	7.5%	Computer and Technology
NVDA NVIDIA	$44,923,748	$71,395 ▲	0.2%	222,748	5.0%	Computer and Technology
MSFT Microsoft	$42,783,802	$799,073 ▲	1.9%	101,194	4.8%	Computer and Technology
COST Costco Wholesale	$35,106,634	$282,973 ▲	0.8%	35,110	3.9%	Retail/Wholesale
V Visa	$34,282,780	$834,395 ▲	2.5%	108,141	3.8%	Business Services
HLI Houlihan Lokey	$33,338,289	$125,450 ▲	0.4%	205,159	3.7%	Finance
TJX TJX Companies	$33,095,164	$122,920 ▲	0.4%	205,969	3.7%	Retail/Wholesale
AAPL Apple	$33,031,445	$24,050 ▲	0.1%	122,235	3.7%	Computer and Technology
MLI Mueller Industries	$30,968,188	$170,494 ▼	-0.5%	253,567	3.4%	Industrials
FTI TechnipFMC	$30,882,959	$3,283,563 ▼	-9.6%	438,429	3.4%	Energy
RGLD Royal Gold	$30,143,689	$134,328 ▼	-0.4%	112,426	3.3%	Basic Materials
EME EMCOR Group	$29,437,140	$2,416,554 ▼	-7.6%	36,520	3.3%	Construction
ASML ASML	$27,349,992	$7,353,184 ▼	-21.2%	18,735	3.0%	Computer and Technology
BRK.B Berkshire Hathaway	$26,731,858	$7,704,387 ▲	40.5%	56,327	3.0%	Finance
JPM JPMorgan Chase & Co.	$26,176,262	$171,590 ▼	-0.7%	84,361	2.9%	Finance
GWW W.W. Grainger	$24,147,156	$81,405 ▲	0.3%	20,764	2.7%	Industrials
TKO GROUP HOLDINGS INC	$23,622,919	$826,469 ▼	-3.4%	126,794	2.6%	CL A
RACE Ferrari	$22,853,095	$22,853,095 ▲	New Holding	61,293	2.5%	Auto/Tires/Trucks
SCHW Charles Schwab	$22,515,674	$22,039,140 ▲	4,624.9%	243,993	2.5%	Finance
AMZN Amazon.com	$22,456,390	$131,794 ▲	0.6%	89,625	2.5%	Retail/Wholesale
TSM Taiwan Semiconductor Manufacturing	$21,644,069	$9,622,921 ▼	-30.8%	58,419	2.4%	Computer and Technology
GRMN Garmin	$20,247,383	$58,030 ▲	0.3%	75,714	2.2%	Computer and Technology
WRB W.R. Berkley	$18,063,074	$41,902 ▲	0.2%	270,284	2.0%	Finance
FICO Fair Isaac	$16,398,110	$7,904,372 ▲	93.1%	15,275	1.8%	Computer and Technology
CEG Constellation Energy	$15,382,912	$194,315 ▼	-1.2%	51,932	1.7%	Energy
MCK McKesson	$14,922,180	$87,502 ▲	0.6%	17,224	1.7%	Medical
VRTX Vertex Pharmaceuticals	$13,417,333	$142,949 ▲	1.1%	30,411	1.5%	Medical
FTNT Fortinet	$13,198,451	$1,724,455 ▼	-11.6%	161,271	1.5%	Computer and Technology
CRM Salesforce	$12,134,167	$12,134,167 ▲	New Holding	66,620	1.3%	Computer and Technology
MORN Morningstar	$10,636,699	$403,023 ▲	3.9%	57,720	1.2%	Business Services
ADBE Adobe	$8,682,622	$17,600 ▼	-0.2%	35,519	1.0%	Computer and Technology
GOOGL Alphabet	$5,839,311	$5,809 ▲	0.1%	17,090	0.6%	Computer and Technology
JNJ Johnson & Johnson	$5,627,345	$25,057 ▼	-0.4%	24,030	0.6%	Medical
INTU Intuit	$5,564,911	$3,615,953 ▼	-39.4%	14,151	0.6%	Computer and Technology
SYBT Stock Yards Bancorp	$4,464,289		0.0%	61,517	0.5%	Finance
BRK.A Berkshire Hathaway	$3,557,794		0.0%	5	0.4%	Finance
XOM ExxonMobil	$2,869,499	$7,615 ▼	-0.3%	19,595	0.3%	Energy
TT Trane Technologies	$2,684,549	$476 ▲	0.0%	5,639	0.3%	Construction
TXRH Texas Roadhouse	$2,389,863		0.0%	14,477	0.3%	Retail/Wholesale
PNC The PNC Financial Services Group	$2,336,095	$2,023 ▲	0.1%	10,391	0.3%	Finance
AMGN Amgen	$2,039,067		0.0%	5,739	0.2%	Medical
AMAT Applied Materials	$1,872,763		0.0%	4,718	0.2%	Computer and Technology
MCD McDonald's	$1,723,066		0.0%	5,534	0.2%	Retail/Wholesale
CHDN Churchill Downs	$1,456,549	$44,261 ▼	-2.9%	15,796	0.2%	Consumer Discretionary
LLY Eli Lilly and Company	$1,342,339	$12,051 ▲	0.9%	1,448	0.1%	Medical
ALL Allstate	$1,276,425		0.0%	5,905	0.1%	Finance
TRMK Trustmark	$1,216,671		0.0%	26,864	0.1%	Finance
KR Kroger	$1,206,690	$68,190 ▼	-5.3%	17,696	0.1%	Retail/Wholesale
KO CocaCola	$1,178,590	$1,136 ▲	0.1%	15,561	0.1%	Consumer Staples
BF.B Brown-Forman	$1,167,906	$3,207 ▼	-0.3%	40,065	0.1%	Consumer Staples
ITW Illinois Tool Works	$1,163,639	$50,640 ▼	-4.2%	4,274	0.1%	Industrials
IVV iShares Core S&P 500 ETF	$1,162,777	$109,857 ▲	10.4%	1,630	0.1%	ETF
FSLR First Solar	$1,152,162		0.0%	6,050	0.1%	Energy
SPY SPDR S&P 500 ETF Trust	$1,151,699	$13,491 ▲	1.2%	1,622	0.1%	Finance
PG Procter & Gamble	$1,141,722	$294 ▲	0.0%	7,771	0.1%	Consumer Staples
ACN Accenture	$1,083,122	$17,986 ▼	-1.6%	5,480	0.1%	Computer and Technology
CVX Chevron	$986,738		0.0%	5,363	0.1%	Energy
VT Vanguard Total World Stock ETF	$984,299		0.0%	6,525	0.1%	ETF
MS Morgan Stanley	$937,302		0.0%	4,964	0.1%	Finance
SPGI S&P Global	$922,758	$1,770 ▲	0.2%	2,085	0.1%	Finance
ADP Automatic Data Processing	$915,947		0.0%	4,569	0.1%	Computer and Technology
MRK Merck & Co., Inc.	$891,834	$5,953 ▼	-0.7%	7,490	0.1%	Medical
SYK Stryker	$877,526		0.0%	2,556	0.1%	Medical
MELI MercadoLibre	$798,007	$15,425,661 ▼	-95.1%	430	0.1%	Retail/Wholesale
UNH UnitedHealth Group	$794,694	$27,269 ▼	-3.3%	2,448	0.1%	Medical
VTI Vanguard Total Stock Market ETF	$769,764		0.0%	2,196	0.1%	ETF
ABBV AbbVie	$758,920		0.0%	3,642	0.1%	Medical
HON Honeywell International	$755,534		0.0%	3,235	0.1%	Multi-Sector Conglomerates
ELV Elevance Health	$712,325		0.0%	2,205	0.1%	Medical
ORLY O'Reilly Automotive	$711,259	$56,226 ▲	8.6%	7,590	0.1%	Retail/Wholesale
DIS Walt Disney	$702,265	$4,677 ▼	-0.7%	6,607	0.1%	Consumer Discretionary
NEE NextEra Energy	$701,991		0.0%	7,632	0.1%	Utilities
GLD SPDR Gold Shares	$692,529	$11,148 ▼	-1.6%	1,553	0.1%	Finance
CAT Caterpillar	$664,327		0.0%	836	0.1%	Industrials
QQQ Invesco QQQ	$653,392		0.0%	1,007	0.1%	Finance
GD General Dynamics	$604,313		0.0%	1,797	0.1%	Aerospace
FIX Comfort Systems USA	$600,771		0.0%	364	0.1%	Construction
AVGO Broadcom	$584,613	$4,065 ▼	-0.7%	1,438	0.1%	Computer and Technology
SHOPIFY INC	$580,339		0.0%	4,425	0.1%	CL A SUB VTG SHS
CL Colgate-Palmolive	$560,683	$13,901 ▼	-2.4%	6,534	0.1%	Consumer Staples
META Meta Platforms	$526,052	$23,285,375 ▼	-97.8%	764	0.1%	Computer and Technology
VTV Vanguard Value ETF	$521,220		0.0%	2,552	0.1%	ETF
AZO AutoZone	$507,278		0.0%	142	0.1%	Retail/Wholesale
SCHG Schwab U.S. Large-Cap Growth ETF	$507,045		0.0%	15,544	0.1%	ETF
MA Mastercard	$505,661	$2,085 ▲	0.4%	970	0.1%	Business Services
DOV Dover	$497,289		0.0%	2,270	0.1%	Industrials
CINF Cincinnati Financial	$494,621		0.0%	2,965	0.1%	Finance
NFLX Netflix	$492,389		0.0%	5,060	0.1%	Consumer Discretionary
LMT Lockheed Martin	$483,819		0.0%	817	0.1%	Aerospace
PM Philip Morris International	$473,370		0.0%	3,000	0.1%	Consumer Staples
HUM Humana	$456,211	$10,462 ▼	-2.2%	2,224	0.1%	Medical
AVGE Avantis All Equity Markets ETF	$424,689		0.0%	4,472	0.0%	ETF
WALMART INC	$424,065		0.0%	3,326	0.0%	COM
COR Cencora	$415,346		0.0%	1,268	0.0%	Medical
COF Capital One Financial	$407,985		0.0%	1,976	0.0%	Finance
VV Vanguard Large-Cap ETF	$398,379		0.0%	1,220	0.0%	ETF
DE Deere & Company	$393,837	$2,362 ▲	0.6%	667	0.0%	Industrials
USB U.S. Bancorp	$383,480		0.0%	6,736	0.0%	Finance
FTEC Fidelity MSCI Information Technology Index ETF	$358,513	$4,806 ▲	1.4%	1,492	0.0%	ETF
ONTO Onto Innovation	$357,635		0.0%	1,230	0.0%	Computer and Technology

Showing largest 100 holdings. View all holdings.

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Barlow Wealth Partners, Inc. Top Holdings and 13F Report (2026)

About Barlow Wealth Partners, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

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Barlow Wealth Partners, Inc. Top Holdings and 13F Report (2026)

About Barlow Wealth Partners, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofBarlow Wealth Partners, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools