Barlow Wealth Partners, LLC holds a diversified book of 149 stocks worth $925.5M as of Q2 2026 (disclosed Jul 14, 2026, a ~45-day 13F lag). This quarter they opened Uber Technologies Inc and trimmed Alphabet Inc-CL C. Their largest long position is Alphabet Inc-CL C at 7% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1999928/holdings"
Use Arkolith to show BARLOW WEALTH PARTNERS, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
99% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Barlow Wealth Partners, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 80 / 80 | $2.2T |
| FMR LLC | 80 / 80 | $733.0B |
| MORGAN STANLEY | 80 / 80 | $563.3B |
| JPMORGAN CHASE & CO | 80 / 80 | $529.4B |
| BANK OF AMERICA CORP /DE/ | 80 / 80 | $344.4B |
| NORTHERN TRUST CORP | 80 / 80 | $314.7B |
| GOLDMAN SACHS GROUP INC | 80 / 80 | $256.7B |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | 80 / 80 | $212.4B |
Ranked by how many of Barlow Wealth Partners, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Alphabet Inc CAP STK CL C | $62.1M | 173.0K | 6.7% | ▼−13% Reduced · −26K sh | |
| 2 | Nvidia Corporation COM | $46.1M | 225.8K | 5.0% | ▲+1.4% Added · +3K sh | |
| 3 | Microsoft Corp COM | $39.0M | 101.8K | 4.2% | ▲+0.6% Added · +640 sh | |
| 4 | Visa Inc COM CL A | $38.0M | 109.4K | 4.1% | ▲+1.1% Added · +1K sh | |
| 5 | Apple Inc COM | $36.9M | 117.6K | 4.0% | ▼−3.8% Reduced · −5K sh | |
| 6 | Costco Wholesale Corporation COM | $33.8M | 35.5K | 3.7% | ▲+1.0% Added · +345 sh | |
| 7 | TJX Cos Inc New COM | $32.0M | 209.4K | 3.5% | ▲+1.7% Added · +3K sh | |
| 8 | ASML Hldg NV N Y REGISTRY SHS | $29.4M | 16.6K | 3.2% | ▼−11% Reduced · −2K sh | |
| 9 | Berkshire Hathaway Inc Del CL B NEW | $28.3M | 57.2K | 3.1% | ▲+1.6% Added · +874 sh | |
| 10 | WW Grainger Inc COM | $28.2M | 20.9K | 3.0% | ▲+0.7% Added · +148 sh | |
| 11 | JPMorgan Chase & Co COM | $28.2M | 85.3K | 3.0% | ▲+1.1% Added · +913 sh | |
| 12 | McKesson Corp COM | $27.7M | 33.8K | 3.0% | ▲+96% Added · +17K sh | |
| 13 | Houlihan Lokey Inc CL A | $27.6M | 205.7K | 3.0% | ▲+0.3% Added · +537 sh | |
| 14 | Technipfmc PLC COM | $27.4M | 389.0K | 3.0% | ▼−11% Reduced · −49K sh | |
| 15 | Mueller Inds Inc COM | $25.8M | 463.7K | 2.8% | ▲+83% Added · +210K sh | |
| 16 | Schwab Charles Corp COM | $25.3M | 248.9K | 2.7% | ▲+2.0% Added · +5K sh | |
| 17 | Taiwan Semiconductor Manufac SPONSORED ADS | $25.2M | 57.7K | 2.7% | ▼−1.3% Reduced · −752 sh | |
| 18 | Fortinet Inc COM | $24.7M | 157.5K | 2.7% | ▼−2.3% Reduced · −4K sh | |
| 19 | Emcor Group Inc COM | $24.7M | 32.1K | 2.7% | ▼−12% Reduced · −4K sh | |
| 20 | Ferrari N V COM | $23.2M | 61.9K | 2.5% | ▲+0.9% Added · +562 sh | |
| 21 | Royal Gold Inc COM | $21.7M | 113.3K | 2.3% | ▲+0.8% Added · +874 sh | |
| 22 | Tko Group Holdings Inc CL A | $21.4M | 110.8K | 2.3% | ▼−13% Reduced · −16K sh | |
| 23 | Uber Technologies Inc COM | $21.2M | 288.4K | 2.3% | ▲New New position | |
| 24 | Berkley W R Corp COM | $19.3M | 271.3K | 2.1% | ▲+0.4% Added · +1K sh | |
| 25 | Garmin Ltd SHS | $18.6M | 76.3K | 2.0% | ▲+0.7% Added · +554 sh | |
| 26 | Constellation Energy Corp COM | $16.1M | 66.0K | 1.7% | ▲+27% Added · +14K sh | |
| 27 | Salesforce Inc COM | $16.0M | 95.9K | 1.7% | ▲+44% Added · +29K sh | |
| 28 | Fair Isaac Corp COM | $16.0M | 12.6K | 1.7% | ▼−18% Reduced · −3K sh | |
| 29 | Vertex Pharmaceuticals Inc COM | $15.3M | 30.8K | 1.7% | ▲+1.2% Added · +375 sh | |
| 30 | Intuit COM | $11.2M | 41.3K | 1.2% | ▲+192% Added · +27K sh | |
| 31 | Morningstar Inc COM | $9.5M | 57.6K | 1.0% | ▼−0.2% Reduced · −118 sh | |
| 32 | Johnson & Johnson COM | $6.4M | 24.5K | 0.7% | ▲+1.8% Added · +433 sh | |
| 33 | Alphabet Inc CAP STK CL A | $6.2M | 17.1K | 0.7% | —Held | |
| 34 | Stock Yds Bancorp Inc COM | $4.6M | 61.5K | 0.5% | —Held | |
| 35 | Adobe Inc COM | $4.3M | 19.5K | 0.5% | ▼−45% Reduced · −16K sh | |
| 36 | Berkshire Hathaway Inc Del CL A | $3.7M | 5 | 0.4% | —Held | |
| 37 | Servicenow Inc COM | $3.3M | 30.9K | 0.4% | ▲New New position | |
| 38 | Exxon Mobil Corp COM | $2.8M | 19.6K | 0.3% | ▲~0% Added · +2 sh | |
| 39 | Trane Technologies PLC SHS | $2.6M | 5.6K | 0.3% | ▼−1.1% Reduced · −61 sh | |
| 40 | Texas Roadhouse Inc COM | $2.6M | 14.5K | 0.3% | —Held | |
| 41 | PNC Finl Svcs Group Inc COM | $2.6M | 10.4K | 0.3% | ▲+0.2% Added · +24 sh | |
| 42 | Applied Matls Inc COM | $2.5M | 4.4K | 0.3% | ▼−7.2% Reduced · −340 sh | |
| 43 | Amazon Com Inc COM | $2.3M | 9.6K | 0.3% | ▼−89% Reduced · −80K sh | |
| 44 | Amgen Inc COM | $2.1M | 5.7K | 0.2% | —Held | |
| 45 | Eli Lilly & Co COM | $1.8M | 1.4K | 0.2% | —Held | |
| 46 | McDonalds Corp COM | $1.5M | 5.5K | 0.2% | —Held | |
| 47 | Allstate Corp COM | $1.5M | 5.9K | 0.2% | —Held | |
| 48 | First Solar Inc COM | $1.4M | 6.0K | 0.1% | —Held | |
| 49 | Coca Cola Co COM | $1.3M | 16.1K | 0.1% | ▲+3.2% Added · +500 sh | |
| 50 | Churchill Downs Inc COM | $1.3M | 15.5K | 0.1% | ▼−1.6% Reduced · −250 sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.