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BARLOW WEALTH PARTNERS, LLC

hedge fundUpdated 4 days ago

Managed by Barlow Wealth Partners, Llc • Latest filing Q3 2026

Portfolio value
$970.1M
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 5 quarters

Show data table
PeriodPortfolio value
Q3 2025$898.6M
Q4 2025$926.5M
Q1 2026$900M
Q2 2026$925.5M
Q3 2026$970.1M

Top holdings

152 positions as of Q3 2026

View filing
G

ALPHABET INC

Value
$59.9M
Shares
173.7K
% Port
6.17%
M

MICROSOFT CORP

Value
$54.5M
Shares
102.9K
% Port
5.61%
N

NVIDIA CORPORATION

Value
$54.4M
Shares
227.5K
% Port
5.61%
V

VISA INC

Value
$41.1M
Shares
110.9K
% Port
4.24%
A

APPLE INC

Value
$39.9M
Shares
119.5K
% Port
4.11%
C

COSTCO WHOLESALE CORPORATION

Value
$34M
Shares
36.4K
% Port
3.51%
M

MCKESSON CORP

Value
$31.5M
Shares
34.2K
% Port
3.24%
A

ASML HLDG NV

Value
$30.7M
Shares
16.7K
% Port
3.16%
M

MUELLER INDS INC

Value
$29.6M
Shares
468.7K
% Port
3.05%
T

TJX COS INC NEW

Value
$29.3M
Shares
213.5K
% Port
3.02%
B

BERKSHIRE HATHAWAY INC DEL

Value
$29.1M
Shares
57.6K
% Port
3.00%
J

JPMORGAN CHASE & CO

Value
$28.4M
Shares
85.9K
% Port
2.93%
T

TAIWAN SEMICONDUCTOR MANUFAC

Value
$28M
Shares
58.1K
% Port
2.89%
G

WW GRAINGER INC

Value
$26.9M
Shares
21.1K
% Port
2.77%
E

EMCOR GROUP INC

Value
$26.6M
Shares
32.3K
% Port
2.74%
F

FORTINET INC

Value
$26.6M
Shares
139.0K
% Port
2.74%
A

AMPHENOL CORP

Value
$26.4M
Shares
297.5K
% Port
2.72%
C

SALESFORCE INC

Value
$24.8M
Shares
110.1K
% Port
2.55%
S

CHARLES SCHWAB CORP (THE)

Value
$24.4M
Shares
252.5K
% Port
2.52%
R

FERRARI N V

Value
$24.2M
Shares
62.5K
% Port
2.49%

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