DOSSIER · 13F-HR · Q2 2026

BARLOW WEALTH PARTNERS, INC.

$926M in tracked AUM across 149 positions as of Q2 2026.

BW
CIK 0001999928 · last filed Jun 30, 2026
Total AUM
$926M
as of Q2 2026
Holdings
149
positions
Whale Score
59
59
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026
Comprehensive Analysis of BARLOW WEALTH PARTNERS, INC. 13F Filing
1. Portfolio Overview

The most striking feature of this filing is the dramatic expansion of the portfolio's size. BARLOW WEALTH PARTNERS, INC. increased its total assets under management (AUM) reported on the 13F by 99.1%, rising from $465.46M to $926.52M in a single quarter (ending December 31, 2025). This near-doubling of capital suggests significant net inflows from clients or a substantial consolidation of a...

Concurrent with the growth in capital, the manager undertook a massive restructuring of the portfolio. The filing indicates high turnover, with 30 new positions initiated and 26 positions sold completely. The number of holdings expanded to 135, indicating a strategy that balances diversification with a focus on high-conviction names. The "activity summary" notes zero unchanged stakes, reinforcing that this was a period of active portfolio transition rather than passive holding.

2. Key Holdings
Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
GOOG
ALPHABET INC
$62M173K6.7%
02
NVDA
NVIDIA CORPORATION
$46M226K5.0%
03
MSFT
MICROSOFT CORP
$39M102K4.2%
04
V
VISA INC
$38M109K4.1%
05
AAPL
APPLE INC
$37M118K4.0%
06
COST
COSTCO WHOLESALE CORPORATION
$34M35K3.7%
07
TJX
TJX COS INC NEW
$32M209K3.5%
08
N07059210
ASML HLDG NV
$29M17K3.2%
09
BRK/B
BERKSHIRE HATHAWAY INC DEL
$28M57K3.1%
10
GWW
WW GRAINGER INC
$28M21K3.0%

Filing history

2026Q2Jun 30
$926M 2.8%
149 positionsView →
2026Q1Mar 31
$900M 2.9%
137 positionsView →
2025Q4Dec 31
$927M 3.1%
135 positionsView →
2025Q3Sep 30
$899M 7.5%
131 positionsView →
2025Q2Jun 30
$836M 9.7%
134 positionsLocked
2025Q1Mar 31
$761M 3.6%
134 positionsLocked
2024Q4Dec 31
$790M 3.3%
136 positionsLocked
2024Q3Sep 30
$765M 5.9%
147 positionsLocked
2024Q2Jun 30
$722M 1.7%
149 positionsLocked
2024Q1Mar 31
$735M 4.4%
152 positionsLocked
2023Q4Dec 31
$704M
148 positionsLocked