BARLOW WEALTH PARTNERS, LLC
CIK: 0001999928SEC EDGAR →
Portfolio Value
$926.5M
Holdings
135
As of
Q4 2025
New Positions
135
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ALPHABET INC | 235,754 | $77.6M | 8.37% |
| 2 | MICROSOFT CORP | 99,304 | $47.6M | 5.14% |
| 3 | NVIDIA CORPORATION | 222,394 | $41.1M | 4.44% |
| 4 | HOULIHAN LOKEY INC | 204,387 | $37.2M | 4.01% |
| 5 | VISA INC | 105,509 | $36.9M | 3.98% |
| 6 | TJX COS INC NEW | 205,204 | $32.4M | 3.50% |
| 7 | COSTCO WHSL CORP NEW | 34,827 | $32.2M | 3.48% |
| 8 | APPLE INC | 122,146 | $31.7M | 3.42% |
| 9 | MUELLER INDS INC | 254,963 | $31.5M | 3.40% |
| 10 | ASML HOLDING N V | 23,772 | $30.3M | 3.27% |
Quarterly Changes
New Positions (135)
$77.6M · 236K shares
$47.6M · 99K shares
$41.1M · 222K shares
$37.2M · 204K shares
$36.9M · 106K shares
$32.4M · 205K shares
$32.2M · 35K shares
$31.7M · 122K shares
$31.5M · 255K shares
$30.3M · 24K shares
$28.0M · 85K shares
$27.7M · 113K shares
$27.3M · 84K shares
$26.2M · 131K shares
$25.5M · 40K shares
$24.3M · 485K shares
$23.4M · 89K shares
$22.6M · 35K shares
$22.0M · 89K shares
$21.3M · 21K shares
$20.0M · 40K shares
$19.0M · 9K shares
$18.5M · 270K shares
$18.0M · 53K shares
$16.0M · 75K shares
$15.1M · 23K shares
$14.4M · 182K shares
$14.0M · 17K shares
$14.0M · 30K shares
$13.2M · 8K shares
$12.0M · 56K shares
$11.9M · 36K shares
$8.9M · 37K shares
$5.6M · 17K shares
$4.9M · 24K shares
$4.1M · 62K shares
$3.7M · 5 shares
$2.7M · 14K shares
$2.4M · 20K shares
$2.3M · 10K shares
$2.2M · 6K shares
$1.9M · 6K shares
$1.8M · 16K shares
$1.7M · 6K shares
$1.6M · 6K shares
$1.5M · 1K shares
$1.4M · 6K shares
$1.4M · 5K shares
$1.3M · 6K shares
$1.2M · 5K shares
$1.1M · 4K shares
$1.1M · 2K shares
$1.1M · 19K shares
$1.1M · 2K shares
$1.1M · 8K shares
$1.1M · 16K shares
$1.1M · 27K shares
$1.0M · 40K shares
$1.0M · 1K shares
$943K · 7K shares
$939K · 3K shares
$924K · 5K shares
$870K · 3K shares
$869K · 5K shares
$833K · 8K shares
$822K · 2K shares
$801K · 4K shares
$770K · 7K shares
$751K · 2K shares
$727K · 4K shares
$670K · 3K shares
$655K · 7K shares
$654K · 2K shares
$635K · 2K shares
$631K · 1K shares
$629K · 2K shares
$609K · 8K shares
$555K · 966 shares
$545K · 7K shares
$517K · 5K shares
$516K · 836 shares
$510K · 16K shares
$502K · 3K shares
$499K · 1K shares
$492K · 2K shares
$487K · 3K shares
$485K · 142 shares
$483K · 3K shares
$458K · 2K shares
$452K · 5K shares
$443K · 817 shares
$425K · 1K shares
$417K · 645 shares
$396K · 4K shares
$390K · 1K shares
$380K · 3K shares
$371K · 7K shares
$367K · 364 shares
$367K · 339 shares
$336K · 896 shares
$334K · 1K shares
$334K · 3K shares
$329K · 1K shares
$323K · 663 shares
$316K · 18K shares
$303K · 2K shares
$301K · 4K shares
$286K · 12K shares
$284K · 1K shares
$284K · 1K shares
$281K · 11K shares
$280K · 748 shares
$279K · 4K shares
$275K · 1K shares
$275K · 3K shares
$273K · 3K shares
$273K · 5K shares
$272K · 5K shares
$268K · 286 shares
$255K · 839 shares
$253K · 538 shares
$252K · 425 shares
$252K · 5K shares
$234K · 3K shares
$233K · 1K shares
$229K · 2K shares
$228K · 765 shares
$227K · 3K shares
$221K · 1K shares
$212K · 3K shares
$210K · 473 shares
$206K · 673 shares
$200K · 300 shares
$200K · 4K shares
$63K · 25K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 20 | $254.5M | 27.5% |
| Financial Services | 35 | $176.0M | 19.0% |
| Communication Services | 7 | $135.0M | 14.6% |
| Industrials | 14 | $86.6M | 9.3% |
| Consumer Cyclical | 12 | $61.4M | 6.6% |
| Healthcare | 15 | $50.8M | 5.5% |
| Unknown | 11 | $48.4M | 5.2% |
| Consumer Defensive | 9 | $37.3M | 4.0% |
| Energy | 4 | $29.0M | 3.1% |
| Basic Materials | 3 | $28.2M | 3.0% |
| Utilities | 3 | $18.8M | 2.0% |
| Real Estate | 2 | $500K | 0.1% |