§ 13F · FUND PROFILE
BARLOW WEALTH PARTNERS, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $898.6T (13F)Positions · 131Turnover · — · Q3Filed · Apr 21, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q3 2025
FILED APR 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q3 |
|---|---|---|---|---|---|---|
| 1 | GOOG | ALPHABET INC | 249K | $62.9T | 7.0% | — |
| 2 | MSFT | MICROSOFT CORP | 98K | $51.1T | 5.7% | — |
| 3 | NVDA | NVIDIA CORPORATION | 222K | $40.1T | 4.5% | — |
| 4 | HLI | HOULIHAN LOKEY INC | 203K | $39.4T | 4.4% | — |
| 5 | V | VISA INC | 104K | $35.8T | 4.0% | — |
| 6 | COST | COSTCO WHSL CORP NEW | 34K | $32.5T | 3.6% | — |
| 7 | AAPL | APPLE INC | 121K | $31.3T | 3.5% | — |
| 8 | MLI | MUELLER INDS INC | 299K | $31.2T | 3.5% | — |
| 9 | ASML | ASML HOLDING N V | 30K | $30.7T | 3.4% | — |
| 10 | TJX | TJX COS INC NEW | 206K | $29.5T | 3.3% | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BARLOW SIGNAL
AC read
BARLOW WEALTH PARTNERS, LLC is a Other fund managing $898634.5 trillion in assets. The fund runs a portfolio of 131 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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