account_balance

Investment manager · 13F filer · SEC CIK 1999928

Barlow Wealth Partners, LLC

Reported value$970Mas of Sep 30, 2026
Positions152 9 new, 6 sold out
Top 10 weight41.7%GOOG alone is 6%
FiledOct 1515 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
GOOG Alphabet Inc. 6.2% HeldMSFT Microsoft Corp 5.6% HeldNVDA NVIDIA Corp 5.6% HeldV Visa Inc. 4.2% HeldAAPL Apple Inc. 4.1% HeldCOST Costco Wholesale Corp 3.5% Added +3%MCK McKesson Corp 3.2% HeldASML ASML Holding NV 3.2% HeldMLI Mueller Industries Inc 3.0% Trimmed −49%TJX TJX Companies Inc 3.0% HeldBRK-B Berkshire Hathaway Inc 3.0% HeldJPM JPMorgan Chase & Co 2.9% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 15, 2026, compared with the Jul 14, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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