Filed: 7/14/2026ACC: 0001951757-26-000999
📋 What this filing means
BARLOW WEALTH PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 149 equity positions with a total reported market value of $925.54M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
149
Positions
$925.54M
Total AUM (reported)
4.65M
Total Shares
Allocation by class
COM$644.75M69.7%
CAP STK CL C$62.07M6.7%
CL A$55.43M6.0%
COM CL A$38.34M4.1%
N Y REGISTRY SHS$29.42M3.2%
CL B NEW$28.30M3.1%
SPONSORED ADS$25.20M2.7%
Portfolio Concentration
Top 3$147.19M15.9%
4–10$226.62M24.5%
11–25$362.05M39.1%
Rest$189.69M20.5%
Top 3 weight
15.9%
Top 10 weight
40.4%
Voting Authority Distribution
Total shares with voting rights: 4.65M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
4.65M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole149
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings149
Rows:
ALPHABET INC
SOLEShares173.03K
TypeSH
Market value$62.07M
6.71%
Sole
0.00
Shared
0.00
None
173.03K
NVIDIA CORPORATION
SOLEShares225.78K
TypeSH
Market value$46.09M
4.98%
Sole
0.00
Shared
0.00
None
225.78K
MICROSOFT CORP
SOLEShares101.83K
TypeSH
Market value$39.04M
4.22%
Sole
0.00
Shared
0.00
None
101.83K
VISA INC
SOLEShares109.39K
TypeSH
Market value$38.02M
4.11%
Sole
0.00
Shared
0.00
None
109.39K
APPLE INC
SOLEShares117.65K
TypeSH
Market value$36.87M
3.98%
Sole
0.00
Shared
0.00
None
117.65K
COSTCO WHOLESALE CORPORATION
SOLEShares35.45K
TypeSH
Market value$33.79M
3.65%
Sole
0.00
Shared
0.00
None
35.45K
TJX COS INC NEW
SOLEShares209.41K
TypeSH
Market value$32.00M
3.46%
Sole
0.00
Shared
0.00
None
209.41K
ASML HLDG NV
SOLEShares16.63K
TypeSH
Market value$29.42M
3.18%
Sole
0.00
Shared
0.00
None
16.63K
BERKSHIRE HATHAWAY INC DEL
SOLEShares57.20K
TypeSH
Market value$28.30M
3.06%
Sole
0.00
Shared
0.00
None
57.20K
WW GRAINGER INC
SOLEShares20.91K
TypeSH
Market value$28.23M
3.05%
Sole
0.00
Shared
0.00
None
20.91K
JPMORGAN CHASE & CO
SOLEShares85.27K
TypeSH
Market value$28.19M
3.05%
Sole
0.00
Shared
0.00
None
85.27K
MCKESSON CORP
SOLEShares33.82K
TypeSH
Market value$27.69M
2.99%
Sole
0.00
Shared
0.00
None
33.82K
HOULIHAN LOKEY INC
SOLEShares205.70K
TypeSH
Market value$27.63M
2.98%
Sole
0.00
Shared
0.00
None
205.70K
TECHNIPFMC PLC
SOLEShares389K
TypeSH
Market value$27.38M
2.96%
Sole
0.00
Shared
0.00
None
389K
MUELLER INDS INC
SOLEShares463.74K
TypeSH
Market value$25.85M
2.79%
Sole
0.00
Shared
0.00
None
463.74K
SCHWAB CHARLES CORP
SOLEShares248.86K
TypeSH
Market value$25.31M
2.73%
Sole
0.00
Shared
0.00
None
248.86K
TAIWAN SEMICONDUCTOR MANUFAC
SOLEShares57.67K
TypeSH
Market value$25.20M
2.72%
Sole
0.00
Shared
0.00
None
57.67K
FORTINET INC
SOLEShares157.53K
TypeSH
Market value$24.69M
2.67%
Sole
0.00
Shared
0.00
None
157.53K
EMCOR GROUP INC
SOLEShares32.07K
TypeSH
Market value$24.66M
2.66%
Sole
0.00
Shared
0.00
None
32.07K
FERRARI N V
SOLEShares61.85K
TypeSH
Market value$23.20M
2.51%
Sole
0.00
Shared
0.00
None
61.85K
ROYAL GOLD INC
SOLEShares113.30K
TypeSH
Market value$21.75M
2.35%
Sole
0.00
Shared
0.00
None
113.30K
TKO GROUP HOLDINGS INC
SOLEShares110.78K
TypeSH
Market value$21.37M
2.31%
Sole
0.00
Shared
0.00
None
110.78K
UBER TECHNOLOGIES INC
SOLEShares288.44K
TypeSH
Market value$21.23M
2.29%
Sole
0.00
Shared
0.00
None
288.44K
BERKLEY W R CORP
SOLEShares271.31K
TypeSH
Market value$19.34M
2.09%
Sole
0.00
Shared
0.00
None
271.31K
GARMIN LTD
SOLEShares76.27K
TypeSH
Market value$18.57M
2.01%
Sole
0.00
Shared
0.00
None
76.27K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ALPHABET INCSOLE | CAP STK CL C | 173.03K | SH | $62.07M 6.71% | 0.00 | 0.00 | 173.03K |
NVIDIA CORPORATIONSOLE | COM | 225.78K | SH | $46.09M 4.98% | 0.00 | 0.00 | 225.78K |
MICROSOFT CORPSOLE | COM | 101.83K | SH | $39.04M 4.22% | 0.00 | 0.00 | 101.83K |
VISA INCSOLE | COM CL A | 109.39K | SH | $38.02M 4.11% | 0.00 | 0.00 | 109.39K |
APPLE INCSOLE | COM | 117.65K | SH | $36.87M 3.98% | 0.00 | 0.00 | 117.65K |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 35.45K | SH | $33.79M 3.65% | 0.00 | 0.00 | 35.45K |
TJX COS INC NEWSOLE | COM | 209.41K | SH | $32.00M 3.46% | 0.00 | 0.00 | 209.41K |
ASML HLDG NVSOLE | N Y REGISTRY SHS | 16.63K | SH | $29.42M 3.18% | 0.00 | 0.00 | 16.63K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 57.20K | SH | $28.30M 3.06% | 0.00 | 0.00 | 57.20K |
WW GRAINGER INCSOLE | COM | 20.91K | SH | $28.23M 3.05% | 0.00 | 0.00 | 20.91K |
JPMORGAN CHASE & COSOLE | COM | 85.27K | SH | $28.19M 3.05% | 0.00 | 0.00 | 85.27K |
MCKESSON CORPSOLE | COM | 33.82K | SH | $27.69M 2.99% | 0.00 | 0.00 | 33.82K |
HOULIHAN LOKEY INCSOLE | CL A | 205.70K | SH | $27.63M 2.98% | 0.00 | 0.00 | 205.70K |
TECHNIPFMC PLCSOLE | COM | 389K | SH | $27.38M 2.96% | 0.00 | 0.00 | 389K |
MUELLER INDS INCSOLE | COM | 463.74K | SH | $25.85M 2.79% | 0.00 | 0.00 | 463.74K |
SCHWAB CHARLES CORPSOLE | COM | 248.86K | SH | $25.31M 2.73% | 0.00 | 0.00 | 248.86K |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 57.67K | SH | $25.20M 2.72% | 0.00 | 0.00 | 57.67K |
FORTINET INCSOLE | COM | 157.53K | SH | $24.69M 2.67% | 0.00 | 0.00 | 157.53K |
EMCOR GROUP INCSOLE | COM | 32.07K | SH | $24.66M 2.66% | 0.00 | 0.00 | 32.07K |
FERRARI N VSOLE | COM | 61.85K | SH | $23.20M 2.51% | 0.00 | 0.00 | 61.85K |
ROYAL GOLD INCSOLE | COM | 113.30K | SH | $21.75M 2.35% | 0.00 | 0.00 | 113.30K |
TKO GROUP HOLDINGS INCSOLE | CL A | 110.78K | SH | $21.37M 2.31% | 0.00 | 0.00 | 110.78K |
UBER TECHNOLOGIES INCSOLE | COM | 288.44K | SH | $21.23M 2.29% | 0.00 | 0.00 | 288.44K |
BERKLEY W R CORPSOLE | COM | 271.31K | SH | $19.34M 2.09% | 0.00 | 0.00 | 271.31K |
GARMIN LTDSOLE | SHS | 76.27K | SH | $18.57M 2.01% | 0.00 | 0.00 | 76.27K |
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