BARLOW WEALTH PARTNERS, LLC

LOUISVILLE, KY · CIK 1999928 · 13F filing filed 2026-07-14

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyLouisville, KY

$925.5m reported value +2.8% vs Q1 2026

149positions

40.4%in top 10

14 new 37 added 25 reduced 2 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ALPHABET INC CAP STK CL C GOOG	GOOG	173,030	$62.1m6.71%	6.71%	Reduced -26.0k	-25,958 -13.1%
2	NVIDIA CORPORATION COM NVDA	NVDA	225,776	$46.1m4.98%	4.98%	Added +3.0k	+3,028 1.4%
3	MICROSOFT CORP COM MSFT	MSFT	101,834	$39.0m4.22%	4.22%	Added +640	+640 0.6%
4	VISA INC COM CL A V	V	109,392	$38.0m4.11%	4.11%	Added +1.3k	+1,251 1.2%
5	APPLE INC COM AAPL	AAPL	117,646	$36.9m3.98%	3.98%	Reduced -4.6k	-4,589 -3.8%
6	COSTCO WHSL CORP NEW COM COST	COST	35,455	$33.8m3.65%	3.65%	Added +345	+345 1.0%
7	TJX COS INC NEW COM TJX	TJX	209,411	$32.0m3.46%	3.46%	Added +3.4k	+3,442 1.7%
8	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	16,634	$29.4m3.18%	3.18%	Reduced -2.1k	-2,101 -11.2%
9	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	57,201	$28.3m3.06%	3.06%	Added +874	+874 1.6%
10	GRAINGER W W INC COM GWW	GWW	20,912	$28.2m3.05%	3.05%	Added +148	+148 0.7%
11	JPMORGAN CHASE & CO COM JPM	JPM	85,274	$28.2m3.05%	3.05%	Added +913	+913 1.1%
12	MCKESSON CORP COM MCK	MCK	33,820	$27.7m2.99%	2.99%	Added +16.6k	+16,596 96.3%
13	HOULIHAN LOKEY INC CL A HLI	HLI	205,696	$27.6m2.98%	2.98%	Added +537	+537 0.3%
14	TECHNIPFMC PLC COM FTI	FTI	389,000	$27.4m2.96%	2.96%	Reduced -49.4k	-49,429 -11.3%
15	MUELLER INDS INC COM MLI	MLI	463,736	$25.8m2.79%	2.79%	Added +210.2k	+210,169 82.9%
16	SCHWAB CHARLES CORP COM SCHW	SCHW	248,860	$25.3m2.73%	2.73%	Added +4.9k	+4,867 2.0%
17	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	57,667	$25.2m2.72%	2.72%	Reduced -752	-752 -1.3%
18	FORTINET INC COM FTNT	FTNT	157,525	$24.7m2.67%	2.67%	Reduced -3.7k	-3,746 -2.3%
19	EMCOR GROUP INC COM EME	EME	32,066	$24.7m2.66%	2.66%	Reduced -4.5k	-4,454 -12.2%
20	FERRARI N V COM RACE	RACE	61,855	$23.2m2.51%	2.51%	Added +562	+562 0.9%
21	ROYAL GOLD INC COM RGLD	RGLD	113,300	$21.7m2.35%	2.35%	Added +874	+874 0.8%
22	TKO GROUP HOLDINGS INC CL A TKO	TKO	110,783	$21.4m2.31%	2.31%	Reduced -16.0k	-16,011 -12.6%
23	UBER TECHNOLOGIES INC COM UBER	UBER	288,435	$21.2m2.29%	2.29%	New
24	BERKLEY W R CORP COM WRB	WRB	271,315	$19.3m2.09%	2.09%	Added +1.0k	+1,031 0.4%
25	GARMIN LTD SHS GRMN	GRMN	76,268	$18.6m2.01%	2.01%	Added +554	+554 0.7%
26	CONSTELLATION ENERGY CORP COM CEG	CEG	66,046	$16.1m1.74%	1.74%	Added +14.1k	+14,114 27.2%
27	SALESFORCE INC COM CRM	CRM	95,913	$16.0m1.73%	1.73%	Added +29.3k	+29,293 44.0%
28	FAIR ISAAC CORP COM FICO	FICO	12,601	$16.0m1.72%	1.72%	Reduced -2.7k	-2,674 -17.5%
29	VERTEX PHARMACEUTICALS INC COM VRTX	VRTX	30,786	$15.3m1.66%	1.66%	Added +375	+375 1.2%
30	INTUIT COM INTU	INTU	41,262	$11.2m1.21%	1.21%	Added +27.1k	+27,111 191.6%
31	MORNINGSTAR INC COM MORN	MORN	57,602	$9.5m1.03%	1.03%	Reduced -118	-118 -0.2%
32	JOHNSON & JOHNSON COM JNJ	JNJ	24,463	$6.4m0.70%	0.70%	Added +433	+433 1.8%
33	ALPHABET INC CAP STK CL A GOOGL	GOOGL	17,090	$6.2m0.67%	0.67%	Unchanged
34	STOCK YDS BANCORP INC COM SYBT	SYBT	61,517	$4.6m0.50%	0.50%	Unchanged
35	ADOBE INC COM ADBE	ADBE	19,487	$4.3m0.47%	0.47%	Reduced -16.0k	-16,032 -45.1%
36	BERKSHIRE HATHAWAY INC DEL CL A BRK.A	BRK.A	5	$3.7m0.40%	0.40%	Unchanged
37	SERVICENOW INC COM NOW	NOW	30,921	$3.3m0.36%	0.36%	New
38	EXXON MOBIL CORP COM XOM	XOM	19,597	$2.8m0.30%	0.30%	Added +2	+2 0.0%
39	TRANE TECHNOLOGIES PLC SHS TT	TT	5,578	$2.6m0.28%	0.28%	Reduced -61	-61 -1.1%
40	TEXAS ROADHOUSE INC COM TXRH	TXRH	14,477	$2.6m0.28%	0.28%	Unchanged
41	PNC FINL SVCS GROUP INC COM PNC	PNC	10,415	$2.6m0.28%	0.28%	Added +24	+24 0.2%
42	APPLIED MATLS INC COM AMAT	AMAT	4,378	$2.5m0.27%	0.27%	Reduced -340	-340 -7.2%
43	AMAZON COM INC COM AMZN	AMZN	9,637	$2.3m0.25%	0.25%	Reduced -80.0k	-79,988 -89.2%
44	AMGEN INC COM AMGN	AMGN	5,739	$2.1m0.23%	0.23%	Unchanged
45	ELI LILLY & CO COM LLY	LLY	1,448	$1.8m0.19%	0.19%	Unchanged
46	MCDONALDS CORP COM MCD	MCD	5,534	$1.5m0.17%	0.17%	Unchanged
47	ALLSTATE CORP COM ALL	ALL	5,905	$1.5m0.16%	0.16%	Unchanged
48	FIRST SOLAR INC COM FSLR	FSLR	6,050	$1.4m0.15%	0.15%	Unchanged
49	COCA COLA CO COM KO	KO	16,061	$1.3m0.14%	0.14%	Added +500	+500 3.2%
50	CHURCHILL DOWNS INC COM CHDN	CHDN	15,546	$1.3m0.14%	0.14%	Reduced -250	-250 -1.6%
51	ISHARES TR CORE S&P500 ETF IVV	IVV	1,630	$1.2m0.13%	0.13%	Unchanged
52	TRUSTMARK CORP COM TRMK	TRMK	26,864	$1.2m0.13%	0.13%	Unchanged
53	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	1,622	$1.2m0.13%	0.13%	Unchanged
54	ILLINOIS TOOL WKS INC COM ITW	ITW	4,557	$1.2m0.13%	0.13%	Added +283	+283 6.6%
55	AUTOMATIC DATA PROCESSING IN COM ADP	ADP	4,569	$1.1m0.12%	0.12%	Unchanged
56	PROCTER AND GAMBLE CO COM PG	PG	7,401	$1.1m0.12%	0.12%	Reduced -370	-370 -4.8%
57	ABBVIE INC COM ABBV	ABBV	4,334	$1.1m0.12%	0.12%	Added +692	+692 19.0%
58	MORGAN STANLEY COM NEW MS	MS	4,964	$1.1m0.12%	0.12%	Unchanged
59	KROGER CO COM KR	KR	17,696	$1.0m0.11%	0.11%	Unchanged
60	UNITEDHEALTH GROUP INC COM UNH	UNH	2,448	$1.0m0.11%	0.11%	Unchanged
61	BROWN FORMAN CORP CL B BF.B	BF.B	40,023	$1.0m0.11%	0.11%	Reduced -42	-42 -0.1%
62	VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF VT	VT	6,525	$1.0m0.11%	0.11%	Unchanged
63	CHEVRON CORP NEW COM CVX	CVX	5,363	$943.7k0.10%	0.10%	Unchanged
64	MERCK & CO INC COM MRK	MRK	7,490	$943.7k0.10%	0.10%	Unchanged
65	ELEVANCE HEALTH INC COM ELV	ELV	2,205	$917.5k0.10%	0.10%	Unchanged
66	S&P GLOBAL INC COM SPGI	SPGI	2,076	$894.3k0.10%	0.10%	Reduced -9	-9 -0.4%
67	STRYKER CORPORATION COM SYK	SYK	2,556	$835.4k0.09%	0.09%	Unchanged
68	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	2,196	$808.7k0.09%	0.09%	Unchanged
69	OREILLY AUTOMOTIVE INC COM ORLY	ORLY	9,465	$804.3k0.09%	0.09%	Added +1.9k	+1,875 24.7%
70	CATERPILLAR INC COM CAT	CAT	836	$792.6k0.09%	0.09%	Unchanged
71	HUMANA INC COM HUM	HUM	1,931	$765.4k0.08%	0.08%	Reduced -293	-293 -13.2%
72	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	1,007	$716.4k0.08%	0.08%	Unchanged
73	MERCADOLIBRE INC COM MELI	MELI	388	$702.0k0.08%	0.08%	Reduced -42	-42 -9.8%
74	GENERAL DYNAMICS CORP COM GD	GD	1,797	$672.6k0.07%	0.07%	Unchanged
75	NEXTERA ENERGY INC COM NEE	NEE	7,632	$667.3k0.07%	0.07%	Unchanged
76	SCHWAB STRATEGIC TR US LCAP GR ETF SCHG	SCHG	19,284	$660.1k0.07%	0.07%	Added +3.7k	+3,740 24.1%
77	ACCENTURE PLC IRELAND SHS CLASS A ACN	ACN	4,731	$649.0k0.07%	0.07%	Reduced -749	-749 -13.7%
78	MASTERCARD INCORPORATED CL A MA	MA	1,242	$645.7k0.07%	0.07%	Added +272	+272 28.0%
79	DISNEY WALT CO COM DIS	DIS	6,407	$619.6k0.07%	0.07%	Reduced -200	-200 -3.0%
80	SPDR GOLD TR GOLD SHS GLD	GLD	1,646	$616.3k0.07%	0.07%	Added +93	+93 6.0%
81	COLGATE PALMOLIVE CO COM CL	CL	6,534	$607.9k0.07%	0.07%	Unchanged
82	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	3,152	$602.4k0.07%	0.07%	Added +2.4k	+2,364 300.0%
83	COMFORT SYS USA INC COM FIX	FIX	350	$589.7k0.06%	0.06%	Reduced -14	-14 -3.9%
84	PHILIP MORRIS INTL INC COM PM	PM	3,000	$561.2k0.06%	0.06%	Unchanged
85	BROADCOM INC COM AVGO	AVGO	1,438	$559.0k0.06%	0.06%	Unchanged
86	VANGUARD INDEX FDS VALUE ETF VTV	VTV	2,552	$555.4k0.06%	0.06%	Unchanged
87	CINCINNATI FINL CORP COM CINF	CINF	2,965	$538.3k0.06%	0.06%	Unchanged
88	SHOPIFY INC CL A SUB VTG SHS SHOP	SHOP	4,425	$527.5k0.06%	0.06%	Unchanged
89	DOVER CORP COM DOV	DOV	2,270	$480.0k0.05%	0.05%	Unchanged
90	AMERICAN CENTY ETF TR AVANTIS ALL EQT AVGE	AVGE	4,472	$438.6k0.05%	0.05%	Unchanged
91	TEXAS INSTRS INC COM TXN	TXN	1,453	$438.0k0.05%	0.05%	Added +1	+1 0.1%
92	AUTOZONE INC COM AZO	AZO	142	$436.0k0.05%	0.05%	Unchanged
93	DUKE ENERGY CORP NEW COM NEW DUK	DUK	3,438	$435.9k0.05%	0.05%	New
94	LOCKHEED MARTIN CORP COM LMT	LMT	817	$431.3k0.05%	0.05%	Unchanged
95	VANGUARD INDEX FDS LARGE CAP ETF VV	VV	1,220	$418.9k0.05%	0.05%	Unchanged
96	FIDELITY COVINGTON TRUST MSCI INFO TECH I FTEC	FTEC	1,492	$411.5k0.04%	0.04%	Unchanged
97	US BANCORP DEL COM NEW USB	USB	6,736	$410.9k0.04%	0.04%	Unchanged
98	META PLATFORMS INC CL A META	META	679	$409.5k0.04%	0.04%	Reduced -85	-85 -11.1%
99	DEERE & CO COM DE	DE	667	$398.0k0.04%	0.04%	Unchanged
100	CENCORA INC COM COR	COR	1,268	$392.5k0.04%	0.04%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
HONEYWELL INTL INC		1,618	$755.5k1.6k shares
AT&T INC T	T	8,100	$214.7k8.1k shares