BARLOW WEALTH PARTNERS, INC.

CIK 0001999928 • 3 13F filings • Apr 28, 2025 – Nov 3, 2025

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyOther

Holdings by filing

Portfolio value: $926.5M135 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$230K	0.0%Prev: 0.0%	1,824 SH	Increased+64 SH
ABBVIE INC	COM	$802K	0.1%Prev: 0.1%	3,642 SH	Decreased+67 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$1.6M	0.2%Prev: 0.2%	5,571 SH	Increased-250 SH
ADOBE INC	COM	$11.9M	1.3%Prev: 1.4%	35,591 SH	Decreased-647 SH
AIR PRODS & CHEMS INC	COM	$284K	0.0%Prev: 0.0%	1,077 SH	Increased
ALLSTATE CORP	COM	$1.3M	0.1%Prev: 0.1%	5,905 SH	Increased
ALPHABET INC	CAP STK CL A	$5.6M	0.6%Prev: 0.5%	17,073 SH	Increased-228 SH
ALPHABET INC	CAP STK CL C	$77.6M	8.4%Prev: 7.0%	235,754 SH	Increased-13,329 SH
ALTRIA GROUP INC	COM	$273K	0.0%Prev: 0.0%	4,741 SH	Decreased
AMAZON COM INC	COM	$22.0M	2.4%Prev: 1.9%	89,099 SH	Increased+12,255 SH
AMERICAN CENTY ETF TR	AVANTIS ALL EQT	$397K	0.0%Prev: 0.0%	4,472 SH	Increased
AMERICAN EXPRESS CO	COM	$337K	0.0%Prev: 0.0%	896 SH	Increased
AMGEN INC	COM	$1.9M	0.2%Prev: 0.2%	5,739 SH	Decreased-1,104 SH
APPLE INC	COM	$31.7M	3.4%Prev: 3.5%	122,146 SH	Increased+1,035 SH
APPLIED MATLS INC	COM	$1.4M	0.2%Prev: 0.1%	4,718 SH	Increased+12 SH
APPLOVIN CORP	COM CL A	$418K	0.0%Prev: 0.0%	645 SH	Increased+60 SH
ASML HOLDING N V	N Y REGISTRY SHS	$30.3M	3.3%Prev: 3.4%	23,772 SH	Decreased-6,595 SH
AUTOMATIC DATA PROCESSING IN	COM	$1.2M	0.1%Prev: 0.1%	4,569 SH	Decreased-38 SH
AUTOZONE INC	COM	$486K	0.1%Prev: 0.1%	142 SH	Decreased
BERKLEY W R CORP	COM	$18.5M	2.0%Prev: 2.2%	269,657 SH	Decreased+3,952 SH
BERKSHIRE HATHAWAY INC DEL	CL A	$3.7M	0.4%Prev: 0.4%	5 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$20.0M	2.2%Prev: 2.2%	40,093 SH	Increased+757 SH
BLACKROCK INC	COM	$368K	0.0%Prev: 0.0%	339 SH	Decreased
BROADCOM INC	COM	$500K	0.1%Prev: 0.0%	1,448 SH	Increased+293 SH
BROWN FORMAN CORP	CL A	$281K	0.0%Prev: 0.0%	10,769 SH	Decreased-5,118 SH
BROWN FORMAN CORP	CL B	$1.0M	0.1%Prev: 0.2%	40,175 SH	Decreased-9,302 SH
CAPITAL ONE FINL CORP	COM	$492K	0.1%Prev: 0.0%	1,976 SH	Increased
CATERPILLAR INC	COM	$516K	0.1%Prev: 0.0%	836 SH	Increased
CBRE GROUP INC	CL A	$222K	0.0%Prev: 0.0%	1,339 SH	Increased
CENCORA INC	COM	$426K	0.0%Prev: 0.0%	1,268 SH	Increased
CHEVRON CORP NEW	COM	$869K	0.1%Prev: 0.1%	5,363 SH	Increased+60 SH
CHUBB LIMITED	COM	$206K	0.0%	673 SH	New
CHURCHILL DOWNS INC	COM	$1.8M	0.2%Prev: 0.2%	16,276 SH	Increased+230 SH
CINCINNATI FINL CORP	COM	$483K	0.1%Prev: 0.1%	2,965 SH	Increased
COCA COLA CO	COM	$1.1M	0.1%Prev: 0.1%	15,546 SH	Decreased
COLGATE PALMOLIVE CO	COM	$546K	0.1%Prev: 0.1%	6,696 SH	Increased
COMFORT SYS USA INC	COM	$368K	0.0%Prev: 0.0%	364 SH	Increased+100 SH
CONSTELLATION ENERGY CORP	COM	$18.0M	1.9%Prev: 2.7%	52,588 SH	Decreased-16,306 SH
COSTCO WHSL CORP NEW	COM	$32.2M	3.5%Prev: 3.6%	34,827 SH	Decreased+375 SH
CROWDSTRIKE HLDGS INC	CL A	$253K	0.0%Prev: 0.0%	538 SH	Decreased
DEERE & CO	COM	$324K	0.0%Prev: 0.0%	663 SH	Increased
DISNEY WALT CO	COM	$771K	0.1%Prev: 0.1%	6,651 SH	Decreased-185 SH
DOVER CORP	COM	$458K	0.0%Prev: 0.0%	2,270 SH	Increased
ELEVANCE HEALTH INC FORMERLY	COM	$822K	0.1%Prev: 0.1%	2,205 SH	Increased-4 SH
ELI LILLY & CO	COM	$1.5M	0.2%Prev: 0.1%	1,435 SH	Increased+95 SH
EMCOR GROUP INC	COM	$25.5M	2.8%Prev: 2.9%	39,518 SH	Decreased+451 SH
EXXON MOBIL CORP	COM	$2.4M	0.3%Prev: 0.3%	19,647 SH	Increased-153 SH
F N B CORP	COM	$317K	0.0%Prev: 0.0%	18,028 SH	Increased+123 SH
FAIR ISAAC CORP	COM	$13.2M	1.4%Prev: 1.4%	7,912 SH	Increased+54 SH
FIDELITY COVINGTON TRUST	MSCI INFO TECH I	$334K	0.0%Prev: 0.0%	1,472 SH	Increased+13 SH
FIRST CAP INC	COM	$273K	0.0%Prev: 0.0%	5,304 SH	Increased+21 SH
FIRST SOLAR INC	COM	$1.4M	0.2%Prev: 0.2%	6,050 SH	Increased
FORTINET INC	COM	$14.4M	1.6%Prev: 1.7%	182,342 SH	Decreased-1,620 SH
GALLAGHER ARTHUR J & CO	COM	$23.4M	2.5%	88,580 SH	New
GARMIN LTD	SHS	$16.0M	1.7%Prev: 2.1%	75,497 SH	Decreased+927 SH
GENERAL DYNAMICS CORP	COM	$636K	0.1%Prev: 0.1%	1,797 SH	Increased
GENUINE PARTS CO	COM	$335K	0.0%Prev: 0.0%	2,608 SH	Decreased
GOLDMAN SACHS GROUP INC	COM	$269K	0.0%Prev: 0.0%	286 SH	Increased
HANCOCK WHITNEY CORPORATION	COM	$235K	0.0%	3,450 SH	New
HOME DEPOT INC	COM	$280K	0.0%Prev: 0.0%	748 SH	Increased+50 SH
HONEYWELL INTL INC	COM	$671K	0.1%Prev: 0.1%	3,235 SH	Increased+25 SH
HOULIHAN LOKEY INC	CL A	$37.2M	4.0%Prev: 4.4%	204,387 SH	Decreased+1,254 SH
HUMANA INC	COM	$630K	0.1%Prev: 0.1%	2,275 SH	Decreased-441 SH
ILLINOIS TOOL WKS INC	COM	$1.1M	0.1%Prev: 0.1%	4,460 SH	Decreased-146 SH
INTERNATIONAL BUSINESS MACHS	COM	$255K	0.0%Prev: 0.0%	839 SH	Increased
INTUIT	COM	$15.1M	1.6%Prev: 1.7%	23,346 SH	Decreased+261 SH
INVESCO QQQ TR	UNIT SER 1	$631K	0.1%Prev: 0.1%	1,007 SH	Increased-33 SH
ISHARES TR	CORE S&P500 ETF	$1.0M	0.1%Prev: 0.1%	1,476 SH	Decreased-384 SH
JOHNSON & JOHNSON	COM	$4.9M	0.5%Prev: 0.5%	24,137 SH	Increased-675 SH
JPMORGAN CHASE & CO.	COM	$28.0M	3.0%Prev: 2.8%	84,914 SH	Increased-875 SH
KROGER CO	COM	$1.1M	0.1%Prev: 0.1%	18,696 SH	Decreased
LOCKHEED MARTIN CORP	COM	$444K	0.0%Prev: 0.0%	817 SH	Increased
MARTIN MARIETTA MATLS INC	COM	$200K	0.0%	300 SH	New
MASTERCARD INCORPORATED	CL A	$556K	0.1%Prev: 0.1%	966 SH	Increased+4 SH
MCDONALDS CORP	COM	$1.7M	0.2%Prev: 0.2%	5,534 SH	Decreased
MCKESSON CORP	COM	$14.0M	1.5%Prev: 1.4%	17,123 SH	Increased+1,236 SH
MEDPACE HLDGS INC	COM	$253K	0.0%Prev: 0.0%	425 SH	Increased
MEDTRONIC PLC	SHS	$276K	0.0%Prev: 0.0%	2,827 SH	Increased
MERCADOLIBRE INC	COM	$19.0M	2.1%Prev: 2.7%	8,742 SH	Decreased-2,763 SH
MERCK & CO INC	COM	$833K	0.1%Prev: 0.1%	7,540 SH	Increased-85 SH
META PLATFORMS INC	CL A	$22.6M	2.4%Prev: 2.8%	34,582 SH	Decreased+219 SH
MICROSOFT CORP	COM	$47.6M	5.1%Prev: 5.7%	99,304 SH	Decreased+1,048 SH
MONDELEZ INTL INC	CL A	$253K	0.0%Prev: 0.0%	4,589 SH	Decreased
MORGAN STANLEY	COM NEW	$925K	0.1%Prev: 0.1%	4,964 SH	Increased
MORNINGSTAR INC	COM	$12.0M	1.3%Prev: 1.4%	55,533 SH	Decreased-1,942 SH
MUELLER INDS INC	COM	$31.5M	3.4%Prev: 3.5%	254,963 SH	Increased-44,211 SH
NETFLIX INC	COM	$453K	0.0%Prev: 0.1%	5,060 SH	Decreased+4,544 SH
NEXTERA ENERGY INC	COM	$610K	0.1%Prev: 0.1%	7,632 SH	Decreased+240 SH
NVIDIA CORPORATION	COM	$41.1M	4.4%Prev: 4.5%	222,394 SH	Increased+217 SH
OLD NATL BANCORP IND	COM	$286K	0.0%Prev: 0.0%	12,309 SH	Increased
ONTO INNOVATION INC	COM	$233K	0.0%	1,230 SH	New
ORACLE CORP	COM	$284K	0.0%Prev: 0.0%	1,433 SH	Decreased+80 SH
OREILLY AUTOMOTIVE INC	COM	$656K	0.1%Prev: 0.1%	6,990 SH	Decreased
PEPSICO INC	COM	$303K	0.0%Prev: 0.0%	2,166 SH	Decreased-50 SH
PHILIP MORRIS INTL INC	COM	$488K	0.1%Prev: 0.1%	3,000 SH	Increased
PNC FINL SVCS GROUP INC	COM	$2.3M	0.2%Prev: 0.2%	10,382 SH	Increased-35 SH
PROCTER AND GAMBLE CO	COM	$1.1M	0.1%Prev: 0.1%	7,769 SH	Decreased-394 SH
REPUBLIC BANCORP INC KY	CL A	$213K	0.0%Prev: 0.0%	3,045 SH	Decreased
ROYAL GOLD INC	COM	$27.7M	3.0%Prev: 2.4%	112,927 SH	Increased-2,683 SH
S&P GLOBAL INC	COM	$1.1M	0.1%Prev: 0.1%	2,081 SH	Increased-215 SH
SCHWAB CHARLES CORP	COM	$517K	0.1%	5,164 SH	New
SCHWAB STRATEGIC TR	US LCAP GR ETF	$511K	0.1%Prev: 0.1%	15,544 SH	Increased
SHOPIFY INC	CL A SUB VTG SHS	$728K	0.1%Prev: 0.1%	4,425 SH	Increased
SOUTHERN CO	COM	$228K	0.0%Prev: 0.0%	2,620 SH	Decreased
SPDR GOLD TR	GOLD SHS	$654K	0.1%Prev: 0.1%	1,578 SH	Increased
SPDR S&P 500 ETF TR	TR UNIT	$1.1M	0.1%Prev: 0.1%	1,603 SH	Increased-10 SH
STOCK YDS BANCORP INC	COM	$4.1M	0.4%Prev: 0.5%	61,517 SH	Decreased
STRYKER CORPORATION	COM	$939K	0.1%Prev: 0.1%	2,556 SH	Decreased
SYPRIS SOLUTIONS INC	COM	$64K	0.0%Prev: 0.0%	25,000 SH	Increased
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$27.3M	2.9%Prev: 2.7%	84,392 SH	Increased+1,048 SH
TECHNIPFMC PLC	COM	$24.3M	2.6%Prev: 2.0%	485,044 SH	Increased+5,278 SH
TESLA INC	COM	$210K	0.0%	473 SH	New
TEXAS INSTRS INC	COM	$276K	0.0%Prev: 0.0%	1,450 SH	Increased+3 SH
TEXAS ROADHOUSE INC	COM	$2.7M	0.3%Prev: 0.3%	14,477 SH	Increased
TJX COS INC NEW	COM	$32.4M	3.5%Prev: 3.3%	205,204 SH	Increased-1,186 SH
TKO GROUP HOLDINGS INC	CL A	$26.2M	2.8%Prev: 2.7%	131,230 SH	Increased+1,030 SH
TRACTOR SUPPLY CO	COM	$201K	0.0%Prev: 0.0%	3,900 SH	Decreased
TRANE TECHNOLOGIES PLC	SHS	$2.2M	0.2%Prev: 0.3%	5,638 SH	Decreased-745 SH
TRUSTMARK CORP	COM	$1.1M	0.1%Prev: 0.1%	26,864 SH	Increased
UNITED PARCEL SERVICE INC	CL B	$273K	0.0%Prev: 0.0%	2,530 SH	Increased+25 SH
UNITEDHEALTH GROUP INC	COM	$871K	0.1%Prev: 0.1%	2,532 SH	Decreased-15 SH
US BANCORP DEL	COM NEW	$372K	0.0%Prev: 0.0%	6,736 SH	Increased
VANGUARD INDEX FDS	LARGE CAP ETF	$390K	0.0%Prev: 0.0%	1,220 SH	Increased
VANGUARD INDEX FDS	MID CAP ETF	$228K	0.0%Prev: 0.0%	765 SH	Increased
VANGUARD INDEX FDS	SM CP VAL ETF	$329K	0.0%Prev: 0.0%	1,482 SH	Increased
VANGUARD INDEX FDS	TOTAL STK MKT	$752K	0.1%Prev: 0.1%	2,196 SH	Increased
VANGUARD INDEX FDS	VALUE ETF	$502K	0.1%Prev: 0.1%	2,552 SH	Increased
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$302K	0.0%Prev: 0.0%	3,971 SH	Increased
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$944K	0.1%Prev: 0.1%	6,525 SH	Increased
VEEVA SYS INC	CL A COM	$8.9M	1.0%Prev: 1.7%	37,089 SH	Decreased-16,908 SH
VERTEX PHARMACEUTICALS INC	COM	$14.0M	1.5%Prev: 1.4%	30,087 SH	Increased+207 SH
VISA INC	COM CL A	$36.9M	4.0%Prev: 4.0%	105,509 SH	Increased+1,937 SH
WALMART INC	COM	$381K	0.0%Prev: 0.0%	3,326 SH	Increased+180 SH
WP CAREY INC	COM	$280K	0.0%Prev: 0.0%	4,206 SH	Decreased
WW GRAINGER INC	COM	$21.3M	2.3%	20,694 SH	New

Sold (vs prior filing)

GRAINGER W W INC — $19.9M
KIMBERLY-CLARK CORP — $210K
PALANTIR TECHNOLOGIES INC — $225K
SPROUTS FMRS MKT INC — $16.7M

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 15, 2026	Q3 2026	13F-HR	0001951757-26-001662	—	View
Jan 15, 2026	Q4 2025	13F-HR	0001951757-26-000096	$926.5M	View
Nov 3, 2025	Q3 2025