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
$1.74T
$62.9 Billion 7.0% of portfolio
249,083
Q3 2025 Reduced 5.75%
$3.78T
$51.1 Billion 5.69% of portfolio
98,256
Q3 2025 Added 1.39%
$465B
$40.1 Billion 4.46% of portfolio
222,177
Q3 2025 Added 0.23%
$8.94B
$39.4 Billion 4.39% of portfolio
203,133
Q3 2025 Reduced 1.19%
$533B
$35.8 Billion 3.98% of portfolio
103,572
Q3 2025 Reduced 1.64%
$404B
$32.5 Billion 3.62% of portfolio
34,452
Q3 2025 Added 2.2%
$4.3T
$31.3 Billion 3.48% of portfolio
121,111
Q3 2025 Added 0.69%
$6.08B
$31.2 Billion 3.47% of portfolio
299,174
Q3 2025 Added 1.68%
$405B
$30.7 Billion 3.42% of portfolio
30,367
Q3 2025 Added 1.49%
$170B
$29.5 Billion 3.29% of portfolio
206,390
Q3 2025 Added 1.39%
$29.5B
$25.9 Billion 2.88% of portfolio
39,067
Q3 2025 Added 2.29%
$881B
$25.2 Billion 2.81% of portfolio
85,789
Q3 2025 Added 0.04%
$1.37T
$25.2 Billion 2.8% of portfolio
34,363
Q3 2025 Added 1.99%
Tko Group Holdings Inc
-
$24.3 Billion 2.71% of portfolio
-
Q3 2025 Added 2.41%
$111B
$24.1 Billion 2.68% of portfolio
68,894
Q3 2025 Added 0.86%
$103B
$24.1 Billion 2.68% of portfolio
11,505
Q3 2025 Added 126.65%
$12.2B
$21.2 Billion 2.36% of portfolio
115,610
Q3 2025 Added 2.03%
$46.8B
$19.9 Billion 2.22% of portfolio
20,592
Q3 2025 Added 45.2%
$20.5B
$19.9 Billion 2.22% of portfolio
265,705
Q3 2025 Added 1.76%
$662B
$19.3 Billion 2.15% of portfolio
39,336
Q3 2025 Added 433.66%
$37.2B
$18.5 Billion 2.05% of portfolio
74,570
Q3 2025 Added 1.58%
$19.5B
$18 Billion 2.0% of portfolio
479,766
Q3 2025 Added 27.44%
$8.79B
$16.7 Billion 1.86% of portfolio
154,705
Q3 2025 New
$2.39T
$16.7 Billion 1.86% of portfolio
76,844
Q3 2025 Added 511.57%
$41.2B
$15.7 Billion 1.74% of portfolio
53,997
Q3 2025 New
$64.9B
$15.6 Billion 1.73% of portfolio
183,962
Q3 2025 Added 2.95%
$182B
$15.5 Billion 1.72% of portfolio
23,085
Q3 2025 Added 30.87%
$151B
$12.8 Billion 1.43% of portfolio
36,238
Q3 2025 Added 1.2%
$111B
$12.7 Billion 1.42% of portfolio
29,880
Q3 2025 Reduced 41.36%
$9B
$12.6 Billion 1.41% of portfolio
57,475
Q3 2025 Added 17.12%
$121B
$12.6 Billion 1.41% of portfolio
15,887
Q3 2025 New
$44B
$12.4 Billion 1.38% of portfolio
7,858
Q3 2025 Added 61.79%
$522B
$4.79 Billion 0.53% of portfolio
24,812
Q3 2025 Reduced 3.07%
$1.65T
$4.35 Billion 0.48% of portfolio
17,301
Q3 2025 Added 0.38%
$1.95B
$4.17 Billion 0.46% of portfolio
61,517
Q4 2024 Reduced 3.45%
$453B
$3.68 Billion 0.41% of portfolio
5
Q1 2025 Reduced 16.67%
$96.9B
$2.61 Billion 0.29% of portfolio
6,383
Q3 2025 Reduced 1.39%
$11.2B
$2.59 Billion 0.29% of portfolio
14,477
Q3 2025 New
$490B
$2.27 Billion 0.25% of portfolio
19,800
Q3 2025 Reduced 3.68%
$183B
$2.03 Billion 0.23% of portfolio
6,843
Q2 2025 Reduced 2.17%
$74.3B
$1.89 Billion 0.21% of portfolio
10,417
Q3 2025 Added 0.6%
$224B
$1.72 Billion 0.19% of portfolio
5,534
Q2 2025 Reduced 1.16%
$3.71B
$1.54 Billion 0.17% of portfolio
16,046
Q3 2025 Reduced 5.87%
$152B
$1.45 Billion 0.16% of portfolio
5,821
Q3 2025 Reduced 89.03%
$104B
$1.31 Billion 0.15% of portfolio
4,607
Q3 2025 Reduced 4.16%
-
$1.39 Billion 0.15% of portfolio
-
Q3 2025 Reduced 88.33%
$27B
$1.35 Billion 0.15% of portfolio
6,050
Q2 2025 Reduced 12.95%
$47.8B
$1.28 Billion 0.14% of portfolio
18,696
Q2 2025 Reduced 5.08%
$0
$1.25 Billion 0.14% of portfolio
1,860
Q2 2025 Added 14.6%

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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