§ 13F · FUND PROFILE
BARLOW WEALTH PARTNERS, INC..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $835.7T (13F)Positions · 134Turnover · — · Q4Filed · Jan 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$25.0T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | GOOG | ALPHABET INC | 236K | $77.6T | 8.4% | −5% |
| 2 | MSFT | MICROSOFT CORP | 99K | $47.6T | 5.1% | +1% |
| 3 | NVDA | NVIDIA CORPORATION | 222K | $41.1T | 4.4% | ±0% |
| 4 | HLI | HOULIHAN LOKEY INC | 204K | $37.2T | 4.0% | +1% |
| 5 | V | VISA INC | 106K | $36.9T | 4.0% | +2% |
| 6 | TJX | TJX COS INC NEW | 205K | $32.4T | 3.5% | −1% |
| 7 | COST | COSTCO WHSL CORP NEW | 35K | $32.2T | 3.5% | +1% |
| 8 | AAPL | APPLE INC | 122K | $31.7T | 3.4% | +1% |
| 9 | MLI | MUELLER INDS INC | 255K | $31.5T | 3.4% | −15% |
| 10 | ASML | ASML HOLDING N V | 24K | $30.3T | 3.3% | −22% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BARLOW SIGNAL
AC read
BARLOW WEALTH PARTNERS, INC. is a Other fund managing $835650.4 trillion in assets. The fund runs a portfolio of 134 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed