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: $900.0M137 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$759K	0.1%Prev: 0.1%	3,642 SH	Increased+143 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$1.1M	0.1%Prev: 2.0%	5,480 SH	Decreased-47,395 SH
ADOBE INC	COM	$8.7M	1.0%Prev: 1.6%	35,519 SH	Decreased+1,673 SH
AFLAC INC	COM	$203K	0.0%	1,770 SH	New
AIR PRODUCTS AND CHEMICALS I	COM	$314K	0.0%	1,077 SH	New
ALLSTATE CORP	COM	$1.3M	0.1%Prev: 0.1%	5,905 SH	Increased+23 SH
ALPHABET INC	CAP STK CL A	$5.8M	0.6%Prev: 0.4%	17,090 SH	Increased-185 SH
ALPHABET INC	CAP STK CL C	$67.5M	7.5%Prev: 5.6%	198,988 SH	Increased-62,718 SH
ALTRIA GROUP INC	COM	$304K	0.0%Prev: 0.0%	4,741 SH	Increased-396 SH
AMAZON COM INC	COM	$22.5M	2.5%Prev: 0.3%	89,625 SH	Increased+77,104 SH
AMERICAN CENTY ETF TR	AVANTIS ALL EQT	$425K	0.0%Prev: 0.0%	4,472 SH	Increased
AMERICAN EXPRESS CO	COM	$297K	0.0%Prev: 0.0%	896 SH	Increased
AMGEN INC	COM	$2.0M	0.2%Prev: 0.3%	5,739 SH	Increased-1,256 SH
APPLE INC	COM	$33.0M	3.7%Prev: 3.5%	122,235 SH	Increased-6,901 SH
APPLIED MATLS INC	COM	$1.9M	0.2%Prev: 0.1%	4,718 SH	Increased+12 SH
APPLOVIN CORP	COM CL A	$292K	0.0%	612 SH	New
ASML HLDG NV	N Y REGISTRY SHS	$27.3M	3.0%	18,735 SH	New
AT&T INC	COM	$215K	0.0%	8,100 SH	New
AUTOMATIC DATA PROCESSING IN	COM	$916K	0.1%Prev: 0.2%	4,569 SH	Decreased-499 SH
AUTOZONE INC	COM	$507K	0.1%Prev: 0.1%	142 SH	Decreased
BERKLEY W R CORP	COM	$18.1M	2.0%Prev: 2.4%	270,284 SH	Decreased+11,226 SH
BERKSHIRE HATHAWAY INC DEL	CL A	$3.6M	0.4%Prev: 0.5%	5 SH	Decreased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$26.7M	3.0%Prev: 0.5%	56,327 SH	Increased+49,216 SH
BLACKROCK INC	COM	$357K	0.0%Prev: 0.0%	339 SH	Increased
BROADCOM INC	COM	$585K	0.1%Prev: 0.0%	1,438 SH	Increased+398 SH
BROWN FORMAN CORP	CL A	$320K	0.0%Prev: 0.1%	10,769 SH	Decreased-5,118 SH
BROWN FORMAN CORP	CL B	$1.2M	0.1%Prev: 0.2%	40,065 SH	Decreased-2,887 SH
CAPITAL ONE FINL CORP	COM	$408K	0.0%	1,976 SH	New
CATERPILLAR INC	COM	$664K	0.1%Prev: 0.0%	836 SH	Increased
CENCORA INC	COM	$415K	0.0%Prev: 0.1%	1,268 SH	Increased-71 SH
CHEVRON CORPORATION	COM	$987K	0.1%	5,363 SH	New
CHUBB LTD SWITZ	COM	$223K	0.0%	673 SH	New
CHURCHILL DOWNS INC	COM	$1.5M	0.2%Prev: 1.5%	15,796 SH	Decreased-110,325 SH
CINCINNATI FINL CORP	COM	$495K	0.1%Prev: 0.1%	2,965 SH	Increased
COCA COLA CO	COM	$1.2M	0.1%Prev: 0.1%	15,561 SH	Increased+1 SH
COLGATE PALMOLIVE CO	COM	$561K	0.1%Prev: 0.1%	6,534 SH	Decreased-162 SH
COMFORT SYS USA INC	COM	$601K	0.1%	364 SH	New
CONSTELLATION ENERGY CORP	COM	$15.4M	1.7%Prev: 2.7%	51,932 SH	Decreased-39,196 SH
CORNING INC	COM	$349K	0.0%	2,126 SH	New
COSTCO WHOLESALE CORPORATION	COM	$35.1M	3.9%	35,110 SH	New
CROWDSTRIKE HLDGS INC	CL A	$334K	0.0%Prev: 0.0%	788 SH	Increased+250 SH
CUMMINS INC	COM	$201K	0.0%Prev: 1.6%	321 SH	Decreased-41,999 SH
DEERE & CO	COM	$394K	0.0%Prev: 0.0%	667 SH	Increased+4 SH
DISNEY WALT CO	COM	$702K	0.1%Prev: 0.0%	6,607 SH	Increased+2,979 SH
DOVER CORP	COM	$497K	0.1%Prev: 0.0%	2,270 SH	Increased+200 SH
ELEVANCE HEALTH INC FORMERLY	COM	$712K	0.1%	2,205 SH	New
ELI LILLY & CO	COM	$1.3M	0.1%Prev: 2.5%	1,448 SH	Decreased-19,917 SH
EMCOR GROUP INC	COM	$29.4M	3.3%Prev: 2.0%	36,520 SH	Increased-1,223 SH
EXXON MOBIL CORP	COM	$2.9M	0.3%Prev: 1.7%	19,595 SH	Decreased-97,074 SH
F N B CORP	COM	$326K	0.0%Prev: 0.0%	18,163 SH	Increased+541 SH
FAIR ISAAC CORP	COM	$16.4M	1.8%Prev: 1.2%	15,275 SH	Increased+10,498 SH
FERRARI N V	COM	$22.9M	2.5%	61,293 SH	New
FIDELITY COVINGTON TRUST	MSCI INFO TECH I	$359K	0.0%Prev: 0.0%	1,492 SH	Increased+33 SH
FIRST CAP INC	COM	$291K	0.0%Prev: 0.0%	5,330 SH	Increased+77 SH
FIRST SOLAR INC	COM	$1.2M	0.1%Prev: 0.1%	6,050 SH	Increased-900 SH
FORTINET INC	COM	$13.2M	1.5%Prev: 2.4%	161,271 SH	Decreased-15,784 SH
GARMIN LTD	SHS	$20.2M	2.2%Prev: 1.9%	75,714 SH	Increased+3,202 SH
GENERAL DYNAMICS CORP	COM	$604K	0.1%Prev: 0.1%	1,797 SH	Increased-200 SH
GENUINE PARTS CO	COM	$297K	0.0%Prev: 0.0%	2,608 SH	Decreased
GOLDMAN SACHS GROUP INC	COM	$265K	0.0%	286 SH	New
HANCOCK WHITNEY CORPORATION	COM	$237K	0.0%	3,450 SH	New
HOME DEPOT INC	COM	$271K	0.0%Prev: 0.0%	775 SH	Increased+103 SH
HONEYWELL INTL INC	COM	$756K	0.1%Prev: 0.1%	3,235 SH	Increased-14 SH
HOULIHAN LOKEY INC	CL A	$33.3M	3.7%Prev: 4.3%	205,159 SH	Increased+1,345 SH
HUMANA INC	COM	$456K	0.1%Prev: 0.1%	2,224 SH	Decreased-499 SH
ILLINOIS TOOL WKS INC	COM	$1.2M	0.1%Prev: 0.2%	4,274 SH	Increased-539 SH
INTERNATIONAL BUSINESS MACHS	COM	$213K	0.0%Prev: 0.0%	839 SH	Decreased-213 SH
INTUIT	COM	$5.6M	0.6%Prev: 1.4%	14,151 SH	Decreased-3,293 SH
INVESCO QQQ TR	UNIT SER 1	$653K	0.1%Prev: 0.1%	1,007 SH	Increased+63 SH
ISHARES TR	CORE S&P500 ETF	$1.2M	0.1%Prev: 0.1%	1,630 SH	Increased+7 SH
JOHNSON & JOHNSON	COM	$5.6M	0.6%Prev: 0.5%	24,030 SH	Increased-1,704 SH
JPMORGAN CHASE & CO	COM	$26.2M	2.9%	84,361 SH	New
KROGER CO	COM	$1.2M	0.1%Prev: 0.2%	17,696 SH	Decreased-2,000 SH
LOCKHEED MARTIN CORP	COM	$484K	0.1%Prev: 0.1%	817 SH	Increased
MASTERCARD INCORPORATED	CL A	$506K	0.1%Prev: 0.1%	970 SH	Decreased-192 SH
MCDONALDS CORP	COM	$1.7M	0.2%Prev: 0.2%	5,534 SH	Decreased-65 SH
MCKESSON CORP	COM	$14.9M	1.7%	17,224 SH	New
MEDPACE HLDGS INC	COM	$225K	0.0%	433 SH	New
MEDTRONIC PLC	SHS	$244K	0.0%Prev: 0.0%	2,827 SH	Increased
MERCADOLIBRE INC	COM	$798K	0.1%Prev: 0.1%	430 SH	Decreased+56 SH
MERCK & CO INC	COM	$892K	0.1%Prev: 0.1%	7,490 SH	Increased-1,117 SH
META PLATFORMS INC	CL A	$526K	0.1%Prev: 1.9%	764 SH	Decreased-26,269 SH
MICROSOFT CORP	COM	$42.8M	4.8%Prev: 4.9%	101,194 SH	Increased+5,441 SH
MONDELEZ INTL INC	CL A	$263K	0.0%Prev: 0.0%	4,589 SH	Decreased-666 SH
MORGAN STANLEY	COM NEW	$937K	0.1%Prev: 0.1%	4,964 SH	Increased-500 SH
MORNINGSTAR INC	COM	$10.6M	1.2%Prev: 1.4%	57,720 SH	Increased+20,998 SH
MUELLER INDS INC	COM	$31.0M	3.4%Prev: 2.2%	253,567 SH	Increased+26,730 SH
NETFLIX INC.	COM	$492K	0.1%	5,060 SH	New
NEXTERA ENERGY INC	COM	$702K	0.1%Prev: 0.1%	7,632 SH	Increased-760 SH
NVIDIA CORPORATION	COM	$44.9M	5.0%Prev: 2.8%	222,748 SH	Increased+33,852 SH
OLD NATL BANCORP IND	COM	$295K	0.0%Prev: 0.0%	12,309 SH	Increased
ONTO INNOVATION INC	COM	$358K	0.0%	1,230 SH	New
ORACLE CORP	COM	$251K	0.0%	1,433 SH	New
OREILLY AUTOMOTIVE INC	COM	$711K	0.1%Prev: 0.1%	7,590 SH	Increased+7,124 SH
PALANTIR TECHNOLOGIES INC	CL A	$228K	0.0%	1,555 SH	New
PEPSICO INC	COM	$292K	0.0%Prev: 0.0%	1,854 SH	Decreased-955 SH
PHILIP MORRIS INTL INC	COM	$473K	0.1%Prev: 0.1%	3,000 SH	Decreased
PNC FINL SVCS GROUP INC	COM	$2.3M	0.3%Prev: 0.2%	10,391 SH	Increased+49 SH
PROCTER & GAMBLE CO	COM	$1.1M	0.1%	7,771 SH	New
REPUBLIC BANCORP INC KY	CL A	$230K	0.0%Prev: 0.0%	3,045 SH	Decreased-895 SH
ROYAL GOLD INC	COM	$30.1M	3.3%Prev: 2.6%	112,426 SH	Increased+252 SH
S&P GLOBAL INC	COM	$923K	0.1%Prev: 0.2%	2,085 SH	Decreased-342 SH
SALESFORCE INC	COM	$12.1M	1.3%	66,620 SH	New
SCHWAB CHARLES CORP	COM	$22.5M	2.5%	243,993 SH	New
SCHWAB STRATEGIC TR	US LCAP GR ETF	$507K	0.1%Prev: 0.1%	15,544 SH	Increased
SHELL PLC	SPON ADS	$215K	0.0%Prev: 0.0%	2,450 SH	Decreased-822 SH
SHOPIFY INC	CL A SUB VTG SHS	$580K	0.1%	4,425 SH	New
SOUTHERN CO	COM	$248K	0.0%Prev: 0.0%	2,620 SH	Increased-33 SH
SPDR GOLD TR	GOLD SHS	$693K	0.1%Prev: 0.1%	1,553 SH	Increased-121 SH
STATE STR SPDR S&P 500 ETF T	TR UNIT	$1.2M	0.1%	1,622 SH	New
STOCK YDS BANCORP INC	COM	$4.5M	0.5%Prev: 0.6%	61,517 SH	Decreased
STRYKER CORPORATION	COM	$878K	0.1%Prev: 0.1%	2,556 SH	Decreased-300 SH
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$21.6M	2.4%	58,419 SH	New
TECHNIPFMC PLC	COM	$30.9M	3.4%	438,429 SH	New
TESLA INC	COM	$204K	0.0%Prev: 0.0%	508 SH	Decreased-403 SH
TEXAS INSTRS INC	COM	$334K	0.0%Prev: 0.0%	1,452 SH	Increased+10 SH
TEXAS ROADHOUSE INC	COM	$2.4M	0.3%	14,477 SH	New
TJX COS INC NEW	COM	$33.1M	3.7%Prev: 3.4%	205,969 SH	Increased+3,959 SH
TKO GROUP HOLDINGS INC	CL A	$23.6M	2.6%Prev: 2.6%	126,794 SH	Increased+661 SH
TRANE TECHNOLOGIES PLC	SHS	$2.7M	0.3%Prev: 0.3%	5,639 SH	Increased-834 SH
TRUSTMARK CORP	COM	$1.2M	0.1%Prev: 0.1%	26,864 SH	Increased
UNITED CMNTY BKS BLAIRSVLE G	COM	$206K	0.0%	6,020 SH	New
UNITED PARCEL SVCS INC	CL B	$282K	0.0%	2,649 SH	New
UNITEDHEALTH GROUP INC	COM	$795K	0.1%Prev: 2.6%	2,448 SH	Decreased-45,012 SH
US BANCORP	COM NEW	$383K	0.0%	6,736 SH	New
VANGUARD INDEX FDS	LARGE CAP ETF	$398K	0.0%Prev: 0.0%	1,220 SH	Increased
VANGUARD INDEX FDS	MID CAP ETF	$235K	0.0%	765 SH	New
VANGUARD INDEX FDS	SM CP VAL ETF	$344K	0.0%Prev: 0.0%	1,482 SH	Increased+4 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$770K	0.1%Prev: 0.1%	2,196 SH	Increased-101 SH
VANGUARD INDEX FDS	VALUE ETF	$521K	0.1%Prev: 0.1%	2,552 SH	Increased
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$324K	0.0%Prev: 0.0%	3,971 SH	Increased
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$984K	0.1%Prev: 0.1%	6,525 SH	Increased
VERTEX PHARMACEUTICALS INC	COM	$13.4M	1.5%Prev: 3.2%	30,411 SH	Decreased-19,682 SH
VISA INC	COM CL A	$34.3M	3.8%Prev: 4.6%	108,141 SH	Decreased+4,302 SH
WALMART INC	COM	$424K	0.0%Prev: 0.1%	3,326 SH	Decreased-1,572 SH
WP CAREY INC	COM	$311K	0.0%Prev: 0.0%	4,206 SH	Increased-843 SH
WW GRAINGER INC	COM	$24.1M	2.7%	20,764 SH	New

Sold (vs prior filing)

ABBOTT LABS — $276K
AIR PRODS & CHEMS INC — $283K
ASML HOLDING N V — $17.8M
CHEVRON CORP NEW — $827K
CHUBB LIMITED — $262K
CONSTELLATION BRANDS INC — $233K
COSTCO WHSL CORP NEW — $32.7M
DECKERS OUTDOOR CORP — $899K
DISCOVER FINL SVCS — $359K
ELEVANCE HEALTH INC — $961K
GRAINGER W W INC — $14.1M
HERSHEY CO — $11.0M
JPMORGAN CHASE & CO. — $21.2M
KIMBERLY-CLARK CORP — $230K
LOWES COS INC — $220K
LULULEMON ATHLETICA INC — $7.6M
MCCORMICK & CO INC — $220K
NETFLIX INC — $593K
PAYCOM SOFTWARE INC — $22.5M
PAYPAL HLDGS INC — $297K
… and 12 more

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