Filed: 4/21/2026ACC: 0001951757-26-000665
📋 What this filing means
BARLOW WEALTH PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 137 equity positions with a total reported market value of $900.01M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
137
Positions
$900.01M
Total AUM (reported)
4.18M
Total Shares
Allocation by class
COM$617.05M68.6%
CAP STK CL C$67.54M7.5%
CL A$62.93M7.0%
COM CL A$34.57M3.8%
N Y REGISTRY SHS$27.35M3.0%
CL B NEW$26.73M3.0%
SHS$23.18M2.6%
Portfolio Concentration
Top 3$155.24M17.2%
4–10$230.71M25.6%
11–25$347.17M38.6%
Rest$166.89M18.5%
Top 3 weight
17.2%
Top 10 weight
42.9%
Voting Authority Distribution
Total shares with voting rights: 4.18M
Sole
Full voting authority
4.09M
shares
% of voting shares97.8%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
93.09K
shares
% of voting shares2.2%
Investment Discretion (by position count)
Sole137
Shared0
Other0
Dominant voting typeSole · 97.8% of voting shares
Institutional Holdings137
Rows:
ALPHABET INC
SOLEShares198.99K
TypeSH
Market value$67.54M
7.50%
Sole
194.45K
Shared
0.00
None
4.54K
NVIDIA CORPORATION
SOLEShares222.75K
TypeSH
Market value$44.92M
4.99%
Sole
218.38K
Shared
0.00
None
4.37K
MICROSOFT CORP
SOLEShares101.19K
TypeSH
Market value$42.78M
4.75%
Sole
99.07K
Shared
0.00
None
2.13K
COSTCO WHOLESALE CORPORATION
SOLEShares35.11K
TypeSH
Market value$35.11M
3.90%
Sole
34.34K
Shared
0.00
None
767.00
VISA INC
SOLEShares108.14K
TypeSH
Market value$34.28M
3.81%
Sole
105.67K
Shared
0.00
None
2.48K
HOULIHAN LOKEY INC
SOLEShares205.16K
TypeSH
Market value$33.34M
3.70%
Sole
200.67K
Shared
0.00
None
4.49K
TJX COS INC NEW
SOLEShares205.97K
TypeSH
Market value$33.10M
3.68%
Sole
201.35K
Shared
0.00
None
4.62K
APPLE INC
SOLEShares122.23K
TypeSH
Market value$33.03M
3.67%
Sole
119.42K
Shared
0.00
None
2.82K
MUELLER INDS INC
SOLEShares253.57K
TypeSH
Market value$30.97M
3.44%
Sole
247.90K
Shared
0.00
None
5.67K
TECHNIPFMC PLC
SOLEShares438.43K
TypeSH
Market value$30.88M
3.43%
Sole
428.45K
Shared
0.00
None
9.98K
ROYAL GOLD INC
SOLEShares112.43K
TypeSH
Market value$30.14M
3.35%
Sole
109.73K
Shared
0.00
None
2.69K
EMCOR GROUP INC
SOLEShares36.52K
TypeSH
Market value$29.44M
3.27%
Sole
35.69K
Shared
0.00
None
827.00
ASML HLDG NV
SOLEShares18.73K
TypeSH
Market value$27.35M
3.04%
Sole
18.32K
Shared
0.00
None
412.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares56.33K
TypeSH
Market value$26.73M
2.97%
Sole
55.14K
Shared
0.00
None
1.19K
JPMORGAN CHASE & CO
SOLEShares84.36K
TypeSH
Market value$26.18M
2.91%
Sole
83.22K
Shared
0.00
None
1.14K
WW GRAINGER INC
SOLEShares20.76K
TypeSH
Market value$24.15M
2.68%
Sole
20.28K
Shared
0.00
None
480.00
TKO GROUP HOLDINGS INC
SOLEShares126.79K
TypeSH
Market value$23.62M
2.62%
Sole
123.78K
Shared
0.00
None
3.01K
FERRARI N V
SOLEShares61.29K
TypeSH
Market value$22.85M
2.54%
Sole
59.88K
Shared
0.00
None
1.42K
SCHWAB CHARLES CORP
SOLEShares243.99K
TypeSH
Market value$22.52M
2.50%
Sole
238.39K
Shared
0.00
None
5.60K
AMAZON COM INC
SOLEShares89.63K
TypeSH
Market value$22.46M
2.50%
Sole
87.34K
Shared
0.00
None
2.28K
TAIWAN SEMICONDUCTOR MANUFAC
SOLEShares58.42K
TypeSH
Market value$21.64M
2.40%
Sole
57.19K
Shared
0.00
None
1.23K
GARMIN LTD
SOLEShares75.71K
TypeSH
Market value$20.25M
2.25%
Sole
73.87K
Shared
0.00
None
1.84K
BERKLEY W R CORP
SOLEShares270.28K
TypeSH
Market value$18.06M
2.01%
Sole
263.69K
Shared
0.00
None
6.59K
FAIR ISAAC CORP
SOLEShares15.28K
TypeSH
Market value$16.40M
1.82%
Sole
14.93K
Shared
0.00
None
348.00
CONSTELLATION ENERGY CORP
SOLEShares51.93K
TypeSH
Market value$15.38M
1.71%
Sole
50.75K
Shared
0.00
None
1.18K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ALPHABET INCSOLE | CAP STK CL C | 198.99K | SH | $67.54M 7.50% | 194.45K | 0.00 | 4.54K |
NVIDIA CORPORATIONSOLE | COM | 222.75K | SH | $44.92M 4.99% | 218.38K | 0.00 | 4.37K |
MICROSOFT CORPSOLE | COM | 101.19K | SH | $42.78M 4.75% | 99.07K | 0.00 | 2.13K |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 35.11K | SH | $35.11M 3.90% | 34.34K | 0.00 | 767.00 |
VISA INCSOLE | COM CL A | 108.14K | SH | $34.28M 3.81% | 105.67K | 0.00 | 2.48K |
HOULIHAN LOKEY INCSOLE | CL A | 205.16K | SH | $33.34M 3.70% | 200.67K | 0.00 | 4.49K |
TJX COS INC NEWSOLE | COM | 205.97K | SH | $33.10M 3.68% | 201.35K | 0.00 | 4.62K |
APPLE INCSOLE | COM | 122.23K | SH | $33.03M 3.67% | 119.42K | 0.00 | 2.82K |
MUELLER INDS INCSOLE | COM | 253.57K | SH | $30.97M 3.44% | 247.90K | 0.00 | 5.67K |
TECHNIPFMC PLCSOLE | COM | 438.43K | SH | $30.88M 3.43% | 428.45K | 0.00 | 9.98K |
ROYAL GOLD INCSOLE | COM | 112.43K | SH | $30.14M 3.35% | 109.73K | 0.00 | 2.69K |
EMCOR GROUP INCSOLE | COM | 36.52K | SH | $29.44M 3.27% | 35.69K | 0.00 | 827.00 |
ASML HLDG NVSOLE | N Y REGISTRY SHS | 18.73K | SH | $27.35M 3.04% | 18.32K | 0.00 | 412.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 56.33K | SH | $26.73M 2.97% | 55.14K | 0.00 | 1.19K |
JPMORGAN CHASE & COSOLE | COM | 84.36K | SH | $26.18M 2.91% | 83.22K | 0.00 | 1.14K |
WW GRAINGER INCSOLE | COM | 20.76K | SH | $24.15M 2.68% | 20.28K | 0.00 | 480.00 |
TKO GROUP HOLDINGS INCSOLE | CL A | 126.79K | SH | $23.62M 2.62% | 123.78K | 0.00 | 3.01K |
FERRARI N VSOLE | COM | 61.29K | SH | $22.85M 2.54% | 59.88K | 0.00 | 1.42K |
SCHWAB CHARLES CORPSOLE | COM | 243.99K | SH | $22.52M 2.50% | 238.39K | 0.00 | 5.60K |
AMAZON COM INCSOLE | COM | 89.63K | SH | $22.46M 2.50% | 87.34K | 0.00 | 2.28K |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 58.42K | SH | $21.64M 2.40% | 57.19K | 0.00 | 1.23K |
GARMIN LTDSOLE | SHS | 75.71K | SH | $20.25M 2.25% | 73.87K | 0.00 | 1.84K |
BERKLEY W R CORPSOLE | COM | 270.28K | SH | $18.06M 2.01% | 263.69K | 0.00 | 6.59K |
FAIR ISAAC CORPSOLE | COM | 15.28K | SH | $16.40M 1.82% | 14.93K | 0.00 | 348.00 |
CONSTELLATION ENERGY CORPSOLE | COM | 51.93K | SH | $15.38M 1.71% | 50.75K | 0.00 | 1.18K |
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