Barlow Wealth Partners, Inc. Portfolio Holdings

Barlow Wealth Partners, Inc.

  • $927 Billion
  • Q4 2025

Barlow Wealth Partners, Inc. has filed its 13F form on January 14, 2026 for Q4 2025 where it was disclosed a total value porftolio of $927 Billion distributed in 135 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Alphabet Inc. with a value of $77.6B, Microsoft Corp with a value of $47.6B, Nvidia Corp with a value of $41.1B, Houlihan Lokey, Inc. with a value of $37.2B, and Visa Inc. with a value of $36.9B.

Examining the 13F form we can see an increase of $27.9B in the current position value, from $899B to 927B.

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 $927 Billion
Technology: $256 Billion
Financial Services: $195 Billion
Communication Services: $107 Billion
Industrials: $86.6 Billion
Consumer Cyclical: $81.8 Billion
Healthcare: $51.2 Billion
Consumer Defensive: $37.8 Billion
Basic Materials: $28.2 Billion
Other: $54.7 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.74T
$77.6 Billion 8.38% of portfolio
235,754
Q4 2025 Reduced 5.35%
$3.78T
$47.6 Billion 5.14% of portfolio
99,304
Q4 2025 Added 1.07%
$465B
$41.1 Billion 4.44% of portfolio
222,394
Q4 2025 Added 0.1%
$8.94B
$37.2 Billion 4.01% of portfolio
204,387
Q4 2025 Added 0.62%
$533B
$36.9 Billion 3.98% of portfolio
105,509
Q4 2025 Added 1.87%
$170B
$32.4 Billion 3.5% of portfolio
205,204
Q4 2025 Reduced 0.57%
$404B
$32.2 Billion 3.48% of portfolio
34,827
Q4 2025 Added 1.09%
$4.3T
$31.7 Billion 3.42% of portfolio
122,146
Q4 2025 Added 0.85%
$6.08B
$31.5 Billion 3.4% of portfolio
254,963
Q4 2025 Reduced 14.78%
$405B
$30.3 Billion 3.27% of portfolio
23,772
Q4 2025 Reduced 21.72%
$881B
$28 Billion 3.02% of portfolio
84,914
Q4 2025 Reduced 1.02%
$12.2B
$27.7 Billion 2.99% of portfolio
112,927
Q4 2025 Reduced 2.32%
$1.46T
$27.3 Billion 2.95% of portfolio
84,392
Q4 2025 Added 1.26%
$29.5B
$25.5 Billion 2.76% of portfolio
39,518
Q4 2025 Added 1.15%
$19.5B
$24.3 Billion 2.62% of portfolio
485,044
Q4 2025 Added 1.1%
$54.4B
$23.4 Billion 2.53% of portfolio
88,580
Q4 2025 New
$2.39T
$22 Billion 2.38% of portfolio
89,099
Q4 2025 Added 15.95%
$46.8B
$21.3 Billion 2.3% of portfolio
20,694
Q4 2025 Added 0.5%
$662B
$20 Billion 2.16% of portfolio
40,093
Q4 2025 Added 1.92%
$103B
$19 Billion 2.06% of portfolio
8,742
Q4 2025 Reduced 24.02%
$20.5B
$18.5 Billion 1.99% of portfolio
269,657
Q4 2025 Added 1.49%
$111B
$18 Billion 1.94% of portfolio
52,588
Q4 2025 Reduced 23.67%
$37.2B
$16 Billion 1.73% of portfolio
75,497
Q4 2025 Added 1.24%
$182B
$15.1 Billion 1.63% of portfolio
23,346
Q4 2025 Added 1.13%
$64.9B
$14.4 Billion 1.56% of portfolio
182,342
Q4 2025 Reduced 0.88%
$121B
$14 Billion 1.51% of portfolio
17,123
Q4 2025 Added 7.78%
$111B
$14 Billion 1.51% of portfolio
30,087
Q4 2025 Added 0.69%
$44B
$13.2 Billion 1.42% of portfolio
7,912
Q4 2025 Added 0.69%
$9B
$12 Billion 1.3% of portfolio
55,533
Q4 2025 Reduced 3.38%
$151B
$11.9 Billion 1.28% of portfolio
35,591
Q4 2025 Reduced 1.79%
$41.2B
$8.91 Billion 0.96% of portfolio
37,089
Q4 2025 Reduced 31.31%
$1.65T
$5.61 Billion 0.61% of portfolio
17,073
Q4 2025 Reduced 1.32%
$522B
$4.93 Billion 0.53% of portfolio
24,137
Q4 2025 Reduced 2.72%
$1.95B
$4.1 Billion 0.44% of portfolio
61,517
Q4 2024 Reduced 3.45%
$453B
$3.74 Billion 0.4% of portfolio
5
Q1 2025 Reduced 16.67%
$11.2B
$2.65 Billion 0.29% of portfolio
14,477
Q3 2025 New
$490B
$2.45 Billion 0.26% of portfolio
19,647
Q4 2025 Reduced 0.77%
$74.3B
$2.26 Billion 0.24% of portfolio
10,382
Q4 2025 Reduced 0.34%
$96.9B
$2.15 Billion 0.23% of portfolio
5,638
Q4 2025 Reduced 11.67%
$183B
$1.87 Billion 0.2% of portfolio
5,739
Q4 2025 Reduced 16.13%
$3.71B
$1.76 Billion 0.19% of portfolio
16,276
Q4 2025 Added 1.43%
$224B
$1.7 Billion 0.18% of portfolio
5,534
Q2 2025 Reduced 1.16%
$152B
$1.56 Billion 0.17% of portfolio
5,571
Q4 2025 Reduced 4.29%
$27B
$1.44 Billion 0.16% of portfolio
6,050
Q2 2025 Reduced 12.95%
$971B
$1.53 Billion 0.16% of portfolio
1,435
Q4 2025 Added 7.09%
$197B
$1.42 Billion 0.15% of portfolio
4,718
Q4 2025 Added 0.25%
$57.9B
$1.25 Billion 0.14% of portfolio
5,905
Q3 2025 Added 0.39%
$104B
$1.22 Billion 0.13% of portfolio
4,569
Q4 2025 Reduced 0.82%
$74.9B
$1.14 Billion 0.12% of portfolio
4,460
Q4 2025 Reduced 3.17%

Summary

  • Portfolio
  • No. of Stocks 135
  • Current Value $927 Billion
  • Prior Value $899 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 14, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 7 stocks
  • Additional Purchases 41 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 34 stocks
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