Holders — by stockHoldings — by fund
BARLOW WEALTH PARTNERS, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001999928
$925.5M
disclosed book value
149
positions
6.7%
largest position share
Positions, as of 2026-06-30
top 100 of 149 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | GOOGALPHABET INC | 173,030 | $62.1M | 6.7% |
| 2 | NVDANVIDIA CORPORATION | 225,776 | $46.1M | 5% |
| 3 | MSFTMICROSOFT CORP | 101,834 | $39.0M | 4.2% |
| 4 | VVISA INC | 109,392 | $38.0M | 4.1% |
| 5 | AAPLAPPLE INC | 117,646 | $36.9M | 4% |
| 6 | COSTCOSTCO WHOLESALE CORPORATION | 35,455 | $33.8M | 3.7% |
| 7 | TJXTJX COS INC NEW | 209,411 | $32.0M | 3.5% |
| 8 | ASMLASML HLDG NV | 16,634 | $29.4M | 3.2% |
| 9 | BRK/BBERKSHIRE HATHAWAY INC DEL | 57,201 | $28.3M | 3.1% |
| 10 | GWWWW GRAINGER INC | 20,912 | $28.2M | 3% |
| 11 | JPMJPMORGAN CHASE & CO | 85,274 | $28.2M | 3% |
| 12 | MCKMCKESSON CORP | 33,820 | $27.7M | 3% |
| 13 | HLIHOULIHAN LOKEY INC | 205,696 | $27.6M | 3% |
| 14 | FTITECHNIPFMC PLC | 389,000 | $27.4M | 3% |
| 15 | MLIMUELLER INDS INC | 463,736 | $25.8M | 2.8% |
| 16 | SCHWSCHWAB CHARLES CORP | 248,860 | $25.3M | 2.7% |
| 17 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 57,667 | $25.2M | 2.7% |
| 18 | FTNTFORTINET INC | 157,525 | $24.7M | 2.7% |
| 19 | EMEEMCOR GROUP INC | 32,066 | $24.7M | 2.7% |
| 20 | RACEFERRARI N V | 61,855 | $23.2M | 2.5% |
| 21 | RGLDROYAL GOLD INC | 113,300 | $21.7M | 2.3% |
| 22 | TKOTKO GROUP HOLDINGS INC | 110,783 | $21.4M | 2.3% |
| 23 | UBERUBER TECHNOLOGIES INC | 288,435 | $21.2M | 2.3% |
| 24 | WRBBERKLEY W R CORP | 271,315 | $19.3M | 2.1% |
| 25 | GRMNGARMIN LTD | 76,268 | $18.6M | 2% |
| 26 | CEGCONSTELLATION ENERGY CORP | 66,046 | $16.1M | 1.7% |
| 27 | CRMSALESFORCE INC | 95,913 | $16.0M | 1.7% |
| 28 | FICOFAIR ISAAC CORP | 12,601 | $16.0M | 1.7% |
| 29 | VRTXVERTEX PHARMACEUTICALS INC | 30,786 | $15.3M | 1.7% |
| 30 | INTUINTUIT | 41,262 | $11.2M | 1.2% |
| 31 | MORNMORNINGSTAR INC | 57,602 | $9.5M | 1% |
| 32 | JNJJOHNSON & JOHNSON | 24,463 | $6.4M | 0.7% |
| 33 | GOOGLALPHABET INC | 17,090 | $6.2M | 0.7% |
| 34 | SYBTSTOCK YDS BANCORP INC | 61,517 | $4.6M | 0.5% |
| 35 | ADBEADOBE INC | 19,487 | $4.3M | 0.5% |
| 36 | BRK/ABERKSHIRE HATHAWAY INC DEL | 5 | $3.7M | 0.4% |
| 37 | NOWSERVICENOW INC | 30,921 | $3.3M | 0.4% |
| 38 | XOMEXXON MOBIL CORP | 19,597 | $2.8M | 0.3% |
| 39 | TTTRANE TECHNOLOGIES PLC | 5,578 | $2.6M | 0.3% |
| 40 | TXRHTEXAS ROADHOUSE INC | 14,477 | $2.6M | 0.3% |
| 41 | PNCPNC FINL SVCS GROUP INC | 10,415 | $2.6M | 0.3% |
| 42 | AMATAPPLIED MATLS INC | 4,378 | $2.5M | 0.3% |
| 43 | AMZNAMAZON COM INC | 9,637 | $2.3M | 0.3% |
| 44 | AMGNAMGEN INC | 5,739 | $2.1M | 0.2% |
| 45 | LLYELI LILLY & CO | 1,448 | $1.8M | 0.2% |
| 46 | MCDMCDONALDS CORP | 5,534 | $1.5M | 0.2% |
| 47 | ALLALLSTATE CORP | 5,905 | $1.5M | 0.2% |
| 48 | FSLRFIRST SOLAR INC | 6,050 | $1.4M | 0.1% |
| 49 | KOCOCA COLA CO | 16,061 | $1.3M | 0.1% |
| 50 | CHDNCHURCHILL DOWNS INC | 15,546 | $1.3M | 0.1% |
| 51 | IVVISHARES TR | 1,630 | $1.2M | 0.1% |
| 52 | TRMKTRUSTMARK CORP | 26,864 | $1.2M | 0.1% |
| 53 | SPYSTATE STR SPDR S&P 500 ETF T | 1,622 | $1.2M | 0.1% |
| 54 | ITWILLINOIS TOOL WKS INC | 4,557 | $1.2M | 0.1% |
| 55 | ADPAUTOMATIC DATA PROCESSING IN | 4,569 | $1.1M | 0.1% |
| 56 | PGPROCTER & GAMBLE CO | 7,401 | $1.1M | 0.1% |
| 57 | ABBVABBVIE INC | 4,334 | $1.1M | 0.1% |
| 58 | MSMORGAN STANLEY | 4,964 | $1.1M | 0.1% |
| 59 | KRKROGER CO | 17,696 | $1.0M | 0.1% |
| 60 | UNHUNITEDHEALTH GROUP INC | 2,448 | $1.0M | 0.1% |
| 61 | BF/BBROWN FORMAN CORP | 40,023 | $1.0M | 0.1% |
| 62 | VTVANGUARD INTL EQUITY INDEX F | 6,525 | $1.0M | 0.1% |
| 63 | CVXCHEVRON CORPORATION | 5,363 | $943,727 | 0.1% |
| 64 | MRKMERCK & CO INC | 7,490 | $943,665 | 0.1% |
| 65 | ELVELEVANCE HEALTH INC FORMERLY | 2,205 | $917,456 | 0.1% |
| 66 | SPGIS&P GLOBAL INC | 2,076 | $894,320 | 0.1% |
| 67 | SYKSTRYKER CORPORATION | 2,556 | $835,429 | 0.1% |
| 68 | VTIVANGUARD INDEX FDS | 2,196 | $808,677 | 0.1% |
| 69 | ORLYOREILLY AUTOMOTIVE INC | 9,465 | $804,336 | 0.1% |
| 70 | CATCATERPILLAR INC | 836 | $792,595 | 0.1% |
| 71 | HUMHUMANA INC | 1,931 | $765,398 | 0.1% |
| 72 | QQQINVESCO QQQ TR | 1,007 | $716,420 | 0.1% |
| 73 | MELIMERCADOLIBRE INC | 388 | $702,039 | 0.1% |
| 74 | GDGENERAL DYNAMICS CORP | 1,797 | $672,635 | 0.1% |
| 75 | NEENEXTERA ENERGY INC | 7,632 | $667,342 | 0.1% |
| 76 | SCHGSCHWAB STRATEGIC TR | 19,284 | $660,091 | 0.1% |
| 77 | ACNACCENTURE PLC IRELAND | 4,731 | $649,046 | 0.1% |
| 78 | MAMASTERCARD INCORPORATED | 1,242 | $645,666 | 0.1% |
| 79 | DISDISNEY WALT CO | 6,407 | $619,563 | 0.1% |
| 80 | GLDSPDR GOLD TR | 1,646 | $616,345 | 0.1% |
| 81 | CLCOLGATE PALMOLIVE CO | 6,534 | $607,923 | 0.1% |
| 82 | CRWDCROWDSTRIKE HLDGS INC | 3,152 | $602,410 | 0.1% |
| 83 | FIXCOMFORT SYS USA INC | 350 | $589,729 | 0.1% |
| 84 | PMPHILIP MORRIS INTL INC | 3,000 | $561,210 | 0.1% |
| 85 | AVGOBROADCOM INC | 1,438 | $558,952 | 0.1% |
| 86 | VTVVANGUARD INDEX FDS | 2,552 | $555,417 | 0.1% |
| 87 | CINFCINCINNATI FINL CORP | 2,965 | $538,340 | 0.1% |
| 88 | SHOPSHOPIFY INC | 4,425 | $527,549 | 0.1% |
| 89 | DOVDOVER CORP | 2,270 | $480,037 | 0.1% |
| 90 | AVGEAMERICAN CENTY ETF TR | 4,472 | $438,597 | 0% |
| 91 | TXNTEXAS INSTRS INC | 1,453 | $437,960 | 0% |
| 92 | AZOAUTOZONE INC | 142 | $435,964 | 0% |
| 93 | DUKDUKE ENERGY CORP NEW | 3,438 | $435,904 | 0% |
| 94 | LMTLOCKHEED MARTIN CORP | 817 | $431,343 | 0% |
| 95 | VVVANGUARD INDEX FDS | 1,220 | $418,911 | 0% |
| 96 | FTECFIDELITY COVINGTON TRUST | 1,492 | $411,509 | 0% |
| 97 | USBUS BANCORP | 6,736 | $410,896 | 0% |
| 98 | METAMETA PLATFORMS INC | 679 | $409,518 | 0% |
| 99 | DEDEERE & CO | 667 | $398,026 | 0% |
| 100 | CORCENCORA INC | 1,268 | $392,535 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.