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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$152M
$273 Million 0.03% of portfolio
5,304
Q4 2025 Added 0.4%

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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