BARLOW WEALTH PARTNERS, LLC
CIK 1999928
13F filing for Q2 2026・No. 2,703
- Holdings
- US$925.54M
- Quarter change
- +US$25.54M
- Entries
- 149
- Net bought (estimate)
- +US$7.08M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 14
- Sold out 2
- Cut 26
- Added 35
- Corporate actions 2
- Unchanged 74
Largest holdings
149 stocks worth US$925.54M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| GOOGALPHABET INCCAP STK CL C | Cut | 173,030 | US$62.07M | 6.71% |
| NVDANvidiaCOM | Added | 225,776 | US$46.09M | 4.98% |
| MSFTMicrosoftCOM | Added | 101,834 | US$39.04M | 4.22% |
| VVISA INCCOM CL A | Added | 109,392 | US$38.02M | 4.11% |
| AAPLAppleCOM | Cut | 117,646 | US$36.87M | 3.98% |
| COSTCOSTCO WHOLESALE CORPORATIONCOM | Added | 35,455 | US$33.79M | 3.65% |
| TJXTJX COS INC NEWCOM | Added | 209,411 | US$32M | 3.46% |
| ASMLASML HLDG NVN Y REGISTRY SHS | Cut | 16,634 | US$29.42M | 3.18% |
| BRK.BBERKSHIRE HATHAWAY INC DELCL B NEW | Added | 57,201 | US$28.3M | 3.06% |
| GWWWW GRAINGER INCCOM | Added | 20,912 | US$28.23M | 3.05% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.