Barlow Wealth Partners, LLC holds a diversified book of 149 reported positions worth $925.5M as of Q2 2026 (disclosed Jul 14, 2026, a ~14-day 13F lag). This quarter Honeywell Aerospace Inc first appears in 13F filings, a listing rather than a purchase; they opened Uber Technologies Inc and trimmed Alphabet Inc-CL C. Their largest long position is Alphabet Inc-CL C at 7% of the reported non-option book. Cloning the disclosed picks since 2025 would be +9% (+10.9%/yr). That is a simulation of the disclosed long book, not audited returns.
Barlow Wealth Partners, LLC is a wealth platform: this book aggregates client accounts across many advisers.
Following at the filing date actually beat the quarter-end book by 1.7 points over this window.
Growth of $10,000 cloning Barlow Wealth Partners, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~14 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
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
+5 sectors below the cut, 1% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Barlow Wealth Partners, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Hoffman, Alan N Investment Management | 10 / 80 | $162.1M |
| United American Securities Inc. (d/b/a UAS Asset Management) | 10 / 80 | $442.1M |
| Swiss Re Ltd | 45 / 80 | $1.0B |
| Mirae Asset Global Investments Co., Ltd. | 70 / 80 | $278.2B |
| 7G Capital Management, LLC | 8 / 80 | $200.4M |
| New World Advisors LLC | 34 / 80 | $526.8M |
| 9823 Capital, L.P. | 8 / 80 | $126.2M |
| Armstrong Henry H Associates Inc | 26 / 80 | $873.4M |
Ranked by the share of each fund's own book sitting in the names it shares with Barlow Wealth Partners, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position'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 |
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Use Arkolith to show BARLOW WEALTH PARTNERS, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.