Barlow Wealth Partners, Inc.
- SEC CIK
- 0001999928
- Latest filing
- Jul 14, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Jul 14, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 149
- +12 vs. Q1 2026
- Portfolio value
- $925.5M
- +$25.5M (+2.8%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| GOOGAlphabet Inc. | Stock | 173,030 | $62.1M | 6.7% | −25,958−13.0% | Reduced | History |
| NVDANVIDIA Corp | Stock | 225,776 | $46.1M | 5.0% | +3,028+1.4% | Added | History |
| MSFTMicrosoft Corp | Stock | 101,834 | $39.0M | 4.2% | +640+0.6% | Added | History |
| VVisa Inc. | Stock | 109,392 | $38.0M | 4.1% | +1,251+1.2% | Added | History |
| AAPLApple Inc. | Stock | 117,646 | $36.9M | 4.0% | −4,589−3.8% | Reduced | History |
| COSTCostco Wholesale Corp | Stock | 35,455 | $33.8M | 3.7% | +345+1.0% | Added | History |
| TJXTJX Companies Inc | Stock | 209,411 | $32.0M | 3.5% | +3,442+1.7% | Added | History |
| ASMLASML Holding NV | ADR | 16,634 | $29.4M | 3.2% | −2,101−11.2% | Reduced | History |
| BRK.BBerkshire Hathaway Inc | Stock | 57,201 | $28.3M | 3.1% | +874+1.6% | Added | History |
| GWWW.W. Grainger, Inc. | Stock | 20,912 | $28.2M | 3.0% | +148+0.7% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 85,274 | $28.2M | 3.0% | +913+1.1% | Added | History |
| MCKMcKesson Corp | Stock | 33,820 | $27.7M | 3.0% | +16,596+96.4% | Added | History |
| HLIHoulihan Lokey, Inc. | CL A | 205,696 | $27.6M | 3.0% | +537+0.3% | Added | History |
| FTITechnipFMC plc | COM | 389,000 | $27.4M | 3.0% | −49,429−11.3% | Reduced | History |
| MLIMueller Industries Inc | COM | 463,736 | $25.8M | 2.8% | +210,169+82.9% | Added | History |
| SCHWSchwab Charles Corp | Stock | 248,860 | $25.3M | 2.7% | +4,867+2.0% | Added | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 57,667 | $25.2M | 2.7% | −752−1.3% | Reduced | History |
| FTNTFortinet, Inc. | Stock | 157,525 | $24.7M | 2.7% | −3,746−2.3% | Reduced | History |
| EMEEMCOR Group, Inc. | Stock | 32,066 | $24.7M | 2.7% | −4,454−12.2% | Reduced | History |
| RACEFerrari N.V. | COM | 61,855 | $23.2M | 2.5% | +562+0.9% | Added | History |
| RGLDRoyal Gold Inc | Stock | 113,300 | $21.7M | 2.3% | +874+0.8% | Added | History |
| TKOTKO Group Holdings, Inc. | CL A | 110,783 | $21.4M | 2.3% | −16,011−12.6% | Reduced | History |
| UBERUber Technologies, Inc | Stock | 288,435 | $21.2M | 2.3% | +288,435 | New | History |
| WRBBerkley W R Corp | COM | 271,315 | $19.3M | 2.1% | +1,031+0.4% | Added | History |
| GRMNGarmin Ltd | SHS | 76,268 | $18.6M | 2.0% | +554+0.7% | Added | History |
| CEGConstellation Energy Corp | Stock | 66,046 | $16.1M | 1.7% | +14,114+27.2% | Added | History |
| CRMSalesforce, Inc. | Stock | 95,913 | $16.0M | 1.7% | +29,293+44.0% | Added | History |
| FICOFair Isaac Corp | COM | 12,601 | $16.0M | 1.7% | −2,674−17.5% | Reduced | History |
| VRTXVertex Pharmaceuticals Inc | Stock | 30,786 | $15.3M | 1.7% | +375+1.2% | Added | History |
| INTUIntuit Inc. | Stock | 41,262 | $11.2M | 1.2% | +27,111+191.6% | Added | History |
| MORNMorningstar, Inc. | COM | 57,602 | $9.51M | 1.0% | −118−0.2% | Reduced | History |
| JNJJohnson & Johnson | Stock | 24,463 | $6.44M | 0.7% | +433+1.8% | Added | History |
| GOOGLAlphabet Inc. | Stock | 17,090 | $6.19M | 0.7% | 00.0% | Unchanged | History |
| SYBTStock Yards Bancorp, Inc. | COM | 61,517 | $4.64M | 0.5% | 00.0% | Unchanged | History |
| ADBEAdobe Inc. | Stock | 19,487 | $4.31M | 0.5% | −16,032−45.1% | Reduced | History |
| BRK.ABerkshire Hathaway Inc | CL A | 5 | $3.74M | 0.4% | 00.0% | Unchanged | History |
| NOWServiceNow, Inc. | Stock | 30,921 | $3.33M | 0.4% | +30,921 | New | History |
| XOMExxonMobil Holdings Corp | COM | 19,597 | $2.77M | 0.3% | +20.0% | Added | History |
| TTTrane Technologies plc | SHS | 5,578 | $2.63M | 0.3% | −61−1.1% | Reduced | History |
| TXRHTexas Roadhouse, Inc. | COM | 14,477 | $2.63M | 0.3% | 00.0% | Unchanged | History |
| PNCPNC Financial Services Group, Inc. | Stock | 10,415 | $2.57M | 0.3% | +24+0.2% | Added | History |
| AMATApplied Materials Inc | Stock | 4,378 | $2.50M | 0.3% | −340−7.2% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 9,637 | $2.35M | 0.3% | −79,988−89.2% | Reduced | History |
| AMGNAmgen Inc | Stock | 5,739 | $2.11M | 0.2% | 00.0% | Unchanged | History |
| LLYEli Lilly & Co | Stock | 1,448 | $1.76M | 0.2% | 00.0% | Unchanged | History |
| MCDMcDonalds Corp | Stock | 5,534 | $1.54M | 0.2% | 00.0% | Unchanged | History |
| ALLAllstate Corp | Stock | 5,905 | $1.48M | 0.2% | 00.0% | Unchanged | History |
| FSLRFirst Solar, Inc. | Stock | 6,050 | $1.36M | 0.1% | 00.0% | Unchanged | History |
| KOCoca Cola Co | Stock | 16,061 | $1.34M | 0.1% | +500+3.2% | Added | History |
| CHDNChurchill Downs Inc | COM | 15,546 | $1.33M | 0.1% | −250−1.6% | Reduced | History |
| iShares Core S&P 500 ETF464287200 | ETF | 1,630 | $1.22M | 0.1% | 00.0% | Unchanged | – |
| TRMKTrustmark Corp | COM | 26,864 | $1.21M | 0.1% | 00.0% | Unchanged | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,622 | $1.21M | 0.1% | 00.0% | Unchanged | History |
| ITWIllinois Tool Works Inc | Stock | 4,557 | $1.21M | 0.1% | +283+6.6% | Added | History |
| ADPAutomatic Data Processing Inc | Stock | 4,569 | $1.10M | 0.1% | 00.0% | Unchanged | History |
| PGProcter & Gamble Co | Stock | 7,401 | $1.10M | 0.1% | −370−4.8% | Reduced | History |
| ABBVAbbVie Inc. | Stock | 4,334 | $1.10M | 0.1% | +692+19.0% | Added | History |
| MSMorgan Stanley | Stock | 4,964 | $1.08M | 0.1% | 00.0% | Unchanged | History |
| KRKroger Co | Stock | 17,696 | $1.05M | 0.1% | 00.0% | Unchanged | History |
| UNHUnitedHealth Group Inc | Stock | 2,448 | $1.04M | 0.1% | 00.0% | Unchanged | History |
| BF.BBrown Forman Corp | Stock | 40,023 | $1.03M | 0.1% | −42−0.1% | Reduced | History |
| Vanguard Total World Stock ETF922042742 | ETF | 6,525 | $1.02M | 0.1% | 00.0% | Unchanged | – |
| CVXChevron Corp | Stock | 5,363 | $943.7K | 0.1% | 00.0% | Unchanged | History |
| MRKMerck & Co., Inc. | Stock | 7,490 | $943.7K | 0.1% | 00.0% | Unchanged | History |
| ELVElevance Health, Inc. | Stock | 2,205 | $917.5K | 0.1% | 00.0% | Unchanged | History |
| SPGIS&P Global Inc. | Stock | 2,076 | $894.3K | 0.1% | −9−0.4% | Reduced | History |
| SYKStryker Corp | Stock | 2,556 | $835.4K | 0.1% | 00.0% | Unchanged | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,196 | $808.7K | 0.1% | 00.0% | Unchanged | – |
| ORLYO Reilly Automotive Inc | Stock | 9,465 | $804.3K | 0.1% | +1,875+24.7% | Added | History |
| CATCaterpillar Inc | Stock | 836 | $792.6K | 0.1% | 00.0% | Unchanged | History |
| HUMHumana Inc | Stock | 1,931 | $765.4K | 0.1% | −293−13.2% | Reduced | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,007 | $716.4K | 0.1% | 00.0% | Unchanged | – |
| MELIMercadolibre Inc | COM | 388 | $702.0K | 0.1% | −42−9.8% | Reduced | History |
| GDGeneral Dynamics Corp | Stock | 1,797 | $672.6K | 0.1% | 00.0% | Unchanged | History |
| NEENextera Energy Inc | Stock | 7,632 | $667.3K | 0.1% | 00.0% | Unchanged | History |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 19,284 | $660.1K | 0.1% | +3,740+24.1% | Added | – |
| ACNAccenture plc | Stock | 4,731 | $649.0K | 0.1% | −749−13.7% | Reduced | History |
| MAMastercard Inc | Stock | 1,242 | $645.7K | 0.1% | +272+28.0% | Added | History |
| DISWalt Disney Co | Stock | 6,407 | $619.6K | 0.1% | −200−3.0% | Reduced | History |
| GLDSPDR Gold Trust | ETF | 1,646 | $616.3K | 0.1% | +93+6.0% | Added | History |
| CLColgate Palmolive Co | Stock | 6,534 | $607.9K | 0.1% | 00.0% | Unchanged | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 3,152 | $602.4K | 0.1% | +2,364+300.0% | Added | History |
| FIXComfort Systems USA Inc | COM | 350 | $589.7K | 0.1% | −14−3.8% | Reduced | History |
| PMPhilip Morris International Inc. | Stock | 3,000 | $561.2K | 0.1% | 00.0% | Unchanged | History |
| AVGOBroadcom Inc. | Stock | 1,438 | $559.0K | 0.1% | 00.0% | Unchanged | History |
| Vanguard Morningstar Value ETF922908744 | ETF | 2,552 | $555.4K | 0.1% | 00.0% | Unchanged | – |
| CINFCincinnati Financial Corp | COM | 2,965 | $538.3K | 0.1% | 00.0% | Unchanged | History |
| SHOPShopify Inc. | Stock | 4,425 | $527.5K | 0.1% | 00.0% | Unchanged | History |
| DOVDOVER Corp | COM | 2,270 | $480.0K | 0.1% | 00.0% | Unchanged | History |
| American Centy ETF Tr025072232 | AVANTIS ALL EQT | 4,472 | $438.6K | <0.1% | 00.0% | Unchanged | – |
| TXNTexas Instruments Inc | Stock | 1,453 | $438.0K | <0.1% | +1+0.1% | Added | History |
| AZOAutoZone Inc | COM | 142 | $436.0K | <0.1% | 00.0% | Unchanged | History |
| DUKDuke Energy CORP | Stock | 3,438 | $435.9K | <0.1% | +3,438 | New | History |
| LMTLockheed Martin Corp | Stock | 817 | $431.3K | <0.1% | 00.0% | Unchanged | History |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 1,220 | $418.9K | <0.1% | 00.0% | Unchanged | – |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 1,492 | $411.5K | <0.1% | 00.0% | Unchanged | – |
| USBUS Bancorp DE | COM NEW | 6,736 | $410.9K | <0.1% | 00.0% | Unchanged | History |
| METAMeta Platforms, Inc. | Stock | 679 | $409.5K | <0.1% | −85−11.1% | Reduced | History |
| DEDeere & Co | Stock | 667 | $398.0K | <0.1% | 00.0% | Unchanged | History |
| CORCencora, Inc. | Stock | 1,268 | $392.5K | <0.1% | 00.0% | Unchanged | History |
Sold out since Q1 2026 (2)
Positions held at the end of Q1 2026 that are gone from this filing.