BARLOW WEALTH PARTNERS, LLC

CIK: 0001999928Latest portfolio: $926.5M · Q4 2025

Holdings

135

Total Value

$926.5M

New Positions

135

Closed Positions

0

#StockSharesValue% PortfolioChangeType
1
GOOGALPHABET INC
235,754$77.6M8.37%NEW
2
MSFTMICROSOFT CORP
99,304$47.6M5.14%NEW
3
NVDANVIDIA CORPORATION
222,394$41.1M4.44%NEW
4
HLIHOULIHAN LOKEY INC
204,387$37.2M4.01%NEW
5
VVISA INC
105,509$36.9M3.98%NEW
6
TJXTJX COS INC NEW
205,204$32.4M3.50%NEW
7
COSTCOSTCO WHSL CORP NEW
34,827$32.2M3.48%NEW
8
AAPLAPPLE INC
122,146$31.7M3.42%NEW
9
MLIMUELLER INDS INC
254,963$31.5M3.40%NEW
10
ASMLASML HOLDING N V
23,772$30.3M3.27%NEW
11
JPMJPMORGAN CHASE & CO.
84,914$28.0M3.02%NEW
12
RGLDROYAL GOLD INC
112,927$27.7M2.99%NEW
13
TSMTAIWAN SEMICONDUCTOR MFG LTD
84,392$27.3M2.95%NEW
14
TKOTKO GROUP HOLDINGS INC
131,230$26.2M2.83%NEW
15
EMEEMCOR GROUP INC
39,518$25.5M2.76%NEW
16
FTITECHNIPFMC PLC
485,044$24.3M2.62%NEW
17
AJGGALLAGHER ARTHUR J & CO
88,580$23.4M2.53%NEW
18
METAMETA PLATFORMS INC
34,582$22.6M2.44%NEW
19
AMZNAMAZON COM INC
89,099$22.0M2.38%NEW
20
GWWWW GRAINGER INC
20,694$21.3M2.30%NEW
21
BRK/BBERKSHIRE HATHAWAY INC DEL
40,093$20.0M2.16%NEW
22
MLB1MERCADOLIBRE INC
8,742$19.0M2.06%NEW
23
WRBBERKLEY W R CORP
269,657$18.5M1.99%NEW
24
CEGCONSTELLATION ENERGY CORP
52,588$18.0M1.94%NEW
25
GRMNGARMIN LTD
75,497$16.0M1.73%NEW

Quarterly Changes

New Positions

Closed Positions

No closed positions this quarter

Sector Breakdown

Financial Services0.0% ($3.7151369032795226e+113T)
Technology0.0% ($4.759441111316813e+72T)
Healthcare0.0% ($1.3973139568905493e+43T)
Industrials0.0% ($3.151325539213112e+41T)
Consumer Cyclical0.0% ($3.2383220412651173e+31T)
Unknown0.0% ($2.0010190433740128e+30T)
Consumer Defensive0.0% ($3.2210111211021095e+22T)
Communication Services0.0% ($77596261972258455552.0T)
Energy0.0% ($2428624.5T)
Basic Materials0.0% ($27.7T)
Utilities0.0% ($18.0T)
Real Estate0.0% ($279.2M)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Jan 15, 2026$926.5M135
Q3 2025Nov 3, 2025$898.6B0
Q2 2025Jul 29, 2025$835.7B134
Q1 2025Apr 28, 2025$761.4B134

Fund Information

CIK0001999928
Most Recent FilingJan 15, 2026
Number of Filings4

BARLOW WEALTH PARTNERS, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $926.5M across 135 holdings. The largest position is ALPHABET INC (GOOG), representing 8.4% of the portfolio. Compared to the previous quarter, the fund opened 135 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.