Filed: 11/3/2025ACC: 0001951757-25-001236
📋 What this filing means
BARLOW WEALTH PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 131 equity positions with a total reported market value of $898.63M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
131
Positions
$898.63M
Total AUM (reported)
4.26M
Total Shares
Allocation by class
COM$576.36M64.1%
CL A$94.86M10.6%
CAP STK CL C$62.90M7.0%
COM CL A$36.10M4.0%
N Y REGISTRY SHS$30.72M3.4%
SPONSORED ADS$24.08M2.7%
SHS$21.34M2.4%
Portfolio Concentration
Top 3$154.10M17.1%
4–10$230.47M25.6%
11–25$323.34M36.0%
Rest$190.73M21.2%
Top 3 weight
17.1%
Top 10 weight
42.8%
Voting Authority Distribution
Total shares with voting rights: 4.26M
Sole
Full voting authority
4.17M
shares
% of voting shares97.8%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
92.43K
shares
% of voting shares2.2%
Investment Discretion (by position count)
Sole131
Shared0
Other0
Dominant voting typeSole · 97.8% of voting shares
Institutional Holdings131
Rows:
ALPHABET INC
SOLEShares249.08K
TypeSH
Market value$62.90M
7.00%
Sole
243.39K
Shared
0.00
None
5.69K
MICROSOFT CORP
SOLEShares98.26K
TypeSH
Market value$51.15M
5.69%
Sole
96.31K
Shared
0.00
None
1.95K
NVIDIA CORPORATION
SOLEShares222.18K
TypeSH
Market value$40.05M
4.46%
Sole
218.15K
Shared
0.00
None
4.03K
HOULIHAN LOKEY INC
SOLEShares203.13K
TypeSH
Market value$39.43M
4.39%
Sole
198.87K
Shared
0.00
None
4.26K
VISA INC
SOLEShares103.57K
TypeSH
Market value$35.77M
3.98%
Sole
101.25K
Shared
0.00
None
2.32K
COSTCO WHSL CORP NEW
SOLEShares34.45K
TypeSH
Market value$32.55M
3.62%
Sole
33.72K
Shared
0.00
None
732.00
APPLE INC
SOLEShares121.11K
TypeSH
Market value$31.30M
3.48%
Sole
118.40K
Shared
0.00
None
2.71K
MUELLER INDS INC
SOLEShares299.17K
TypeSH
Market value$31.18M
3.47%
Sole
292.37K
Shared
0.00
None
6.80K
ASML HOLDING N V
SOLEShares30.37K
TypeSH
Market value$30.72M
3.42%
Sole
29.67K
Shared
0.00
None
699.00
TJX COS INC NEW
SOLEShares206.39K
TypeSH
Market value$29.53M
3.29%
Sole
201.91K
Shared
0.00
None
4.48K
EMCOR GROUP INC
SOLEShares39.07K
TypeSH
Market value$25.90M
2.88%
Sole
38.17K
Shared
0.00
None
892.00
JPMORGAN CHASE & CO.
SOLEShares85.79K
TypeSH
Market value$25.23M
2.81%
Sole
84.68K
Shared
0.00
None
1.11K
META PLATFORMS INC
SOLEShares34.36K
TypeSH
Market value$25.20M
2.80%
Sole
33.47K
Shared
0.00
None
891.00
TKO GROUP HOLDINGS INC
SOLEShares130.20K
TypeSH
Market value$24.34M
2.71%
Sole
127.08K
Shared
0.00
None
3.12K
CONSTELLATION ENERGY CORP
SOLEShares68.89K
TypeSH
Market value$24.12M
2.68%
Sole
67.41K
Shared
0.00
None
1.49K
MERCADOLIBRE INC
SOLEShares11.51K
TypeSH
Market value$24.11M
2.68%
Sole
11.25K
Shared
0.00
None
253.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares83.34K
TypeSH
Market value$24.08M
2.68%
Sole
81.50K
Shared
0.00
None
1.85K
ROYAL GOLD INC
SOLEShares115.61K
TypeSH
Market value$21.22M
2.36%
Sole
112.82K
Shared
0.00
None
2.79K
GRAINGER W W INC
SOLEShares20.59K
TypeSH
Market value$19.93M
2.22%
Sole
20.14K
Shared
0.00
None
456.00
BERKLEY W R CORP
SOLEShares265.70K
TypeSH
Market value$19.93M
2.22%
Sole
259.54K
Shared
0.00
None
6.16K
BERKSHIRE HATHAWAY INC DEL
SOLEShares39.34K
TypeSH
Market value$19.35M
2.15%
Sole
38.56K
Shared
0.00
None
774.00
GARMIN LTD
SOLEShares74.57K
TypeSH
Market value$18.46M
2.05%
Sole
72.85K
Shared
0.00
None
1.72K
TECHNIPFMC PLC
SOLEShares479.77K
TypeSH
Market value$18.00M
2.00%
Sole
468.93K
Shared
0.00
None
10.83K
AMAZON COM INC
SOLEShares76.84K
TypeSH
Market value$16.75M
1.86%
Sole
75.04K
Shared
0.00
None
1.81K
SPROUTS FMRS MKT INC
SOLEShares154.71K
TypeSH
Market value$16.72M
1.86%
Sole
151.20K
Shared
0.00
None
3.50K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ALPHABET INCSOLE | CAP STK CL C | 249.08K | SH | $62.90M 7.00% | 243.39K | 0.00 | 5.69K |
MICROSOFT CORPSOLE | COM | 98.26K | SH | $51.15M 5.69% | 96.31K | 0.00 | 1.95K |
NVIDIA CORPORATIONSOLE | COM | 222.18K | SH | $40.05M 4.46% | 218.15K | 0.00 | 4.03K |
HOULIHAN LOKEY INCSOLE | CL A | 203.13K | SH | $39.43M 4.39% | 198.87K | 0.00 | 4.26K |
VISA INCSOLE | COM CL A | 103.57K | SH | $35.77M 3.98% | 101.25K | 0.00 | 2.32K |
COSTCO WHSL CORP NEWSOLE | COM | 34.45K | SH | $32.55M 3.62% | 33.72K | 0.00 | 732.00 |
APPLE INCSOLE | COM | 121.11K | SH | $31.30M 3.48% | 118.40K | 0.00 | 2.71K |
MUELLER INDS INCSOLE | COM | 299.17K | SH | $31.18M 3.47% | 292.37K | 0.00 | 6.80K |
ASML HOLDING N VSOLE | N Y REGISTRY SHS | 30.37K | SH | $30.72M 3.42% | 29.67K | 0.00 | 699.00 |
TJX COS INC NEWSOLE | COM | 206.39K | SH | $29.53M 3.29% | 201.91K | 0.00 | 4.48K |
EMCOR GROUP INCSOLE | COM | 39.07K | SH | $25.90M 2.88% | 38.17K | 0.00 | 892.00 |
JPMORGAN CHASE & CO.SOLE | COM | 85.79K | SH | $25.23M 2.81% | 84.68K | 0.00 | 1.11K |
META PLATFORMS INCSOLE | CL A | 34.36K | SH | $25.20M 2.80% | 33.47K | 0.00 | 891.00 |
TKO GROUP HOLDINGS INCSOLE | CL A | 130.20K | SH | $24.34M 2.71% | 127.08K | 0.00 | 3.12K |
CONSTELLATION ENERGY CORPSOLE | COM | 68.89K | SH | $24.12M 2.68% | 67.41K | 0.00 | 1.49K |
MERCADOLIBRE INCSOLE | COM | 11.51K | SH | $24.11M 2.68% | 11.25K | 0.00 | 253.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 83.34K | SH | $24.08M 2.68% | 81.50K | 0.00 | 1.85K |
ROYAL GOLD INCSOLE | COM | 115.61K | SH | $21.22M 2.36% | 112.82K | 0.00 | 2.79K |
GRAINGER W W INCSOLE | COM | 20.59K | SH | $19.93M 2.22% | 20.14K | 0.00 | 456.00 |
BERKLEY W R CORPSOLE | COM | 265.70K | SH | $19.93M 2.22% | 259.54K | 0.00 | 6.16K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 39.34K | SH | $19.35M 2.15% | 38.56K | 0.00 | 774.00 |
GARMIN LTDSOLE | SHS | 74.57K | SH | $18.46M 2.05% | 72.85K | 0.00 | 1.72K |
TECHNIPFMC PLCSOLE | COM | 479.77K | SH | $18.00M 2.00% | 468.93K | 0.00 | 10.83K |
AMAZON COM INCSOLE | COM | 76.84K | SH | $16.75M 1.86% | 75.04K | 0.00 | 1.81K |
SPROUTS FMRS MKT INCSOLE | COM | 154.71K | SH | $16.72M 1.86% | 151.20K | 0.00 | 3.50K |
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