BARLOW WEALTH PARTNERS, INC.

Q2 2025 13F Holdings

  • Location
    louisville, KY
  • Num holdings

    134

  • Value ($000)

    $835,650

  • Date Filed
    07/29/2025
  • Form type
    13F-HR
  • CIK
    0001999928
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
MSFT
MSFT

MICROSOFT CORP

COM
$47.59 M
6 %

96,912

GOOG
GOOG

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CAP STK CL C
$47.51 M
6 %

264,270

HLI
HLI

HOULIHAN LOKEY INC

CL A
$37.72 M
5 %

205,578

V
V

VISA INC

COM CL A
$37.30 M
5 %

105,303

NVDA
NVDA

NVIDIA CORPORATION

COM
$34.86 M
4 %

221,665

COST
COST

COSTCO WHSL CORP NEW

COM
$33.12 M
4 %

33,712

AAPL
AAPL

APPLE INC

COM
$25.55 M
3 %

120,277

---

TJX COS INC NEW

COM
$25.51 M
3 %

203,569

JPM
JPM

JPMORGAN CHASE & CO.

COM
$25.04 M
3 %

85,754

MLI
MLI

MUELLER INDS INC

COM
$24.47 M
3 %

294,243

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