BARLOW WEALTH PARTNERS, INC.

RIA/Wealth

BARLOW WEALTH PARTNERS, INC. is a RIA/Wealth based in Louisville, KY led by Barry Owens Barlow, reporting $1.2B in AUM as of Q3 2025 with GOOG as the largest holding (7% allocation).

Managing PartnerBarry Owens Barlow

Portfolio Value: $898.6M
Positions: 131
Top Holding: GOOG at 7%
Last Reported: Q3 2025

Address3700 Brownsboro Road, Louisville, KY, 40207, United States

Top Holdings

Largest long holdings in BARLOW WEALTH PARTNERS, INC.'s portfolio (42.8% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Alphabet Inc. GOOG	Internet Content & Information Communication Services	$62.9M	7.00%	-$3.8M Sold	0.00% 249.1K shares	Q4 2023 Held for 1y 11m
2 Microsoft MSFT	Software - Infrastructure Technology	$51.1M	5.69%	+$699.6K Bought	0.00% 98.3K shares	Q4 2023 Held for 1y 11m
3 Nvidia NVDA	Semiconductors Technology	$40.1M	4.46%	+$92.3K Bought	0.00% 222.2K shares	Q4 2023 Held for 1y 11m
4 Houlihan Lokey HLI	Financial - Capital Markets Financial Services	$39.4M	4.39%	-$474.6K Sold	0.29% 203.1K shares	Q4 2023 Held for 1y 11m
5 Visa V	Financial - Credit Services Financial Services	$35.8M	3.98%	-$597.8K Sold	0.01% 103.6K shares	Q4 2023 Held for 1y 11m
6 Costco Wholesale COST	Discount Stores Consumer Defensive	$32.5M	3.62%	+$699.1K Bought	0.01% 34.5K shares	Q4 2023 Held for 1y 11m
7 Apple AAPL	Consumer Electronics Technology	$31.3M	3.48%	+$215.5K Bought	0.00% 121.1K shares	Q4 2023 Held for 1y 11m
8 Mueller Industries MLI	Manufacturing - Metal Fabrication Industrials	$31.2M	3.47%	+$513.9K Bought	0.27% 299.2K shares	Q4 2023 Held for 1y 11m
9 ASML ASML ASML	Unknown Unknown	$30.7M	3.42%	+$450.1K Bought	— 30.4K shares	Q4 2024 Held for 11 months
10 TJX Companies TJX	Apparel - Retail Consumer Cyclical	$29.5M	3.29%	+$403.6K Bought	0.02% 206.4K shares	Q4 2023 Held for 1y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in BARLOW WEALTH PARTNERS, INC.'s latest filing

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Market Value

$898.6M

Prior: $835.7M

Q/Q Change

+7.54%

+$63.0M

Net Flows % of MV

+1.04%

Turnover Ratio

12.88%

New Purchases

8 stocks

$48.6M

Added To

42 stocks

+$71.6M

Sold Out Of

13 stocks

$58.5M

Reduced Holdings

31 stocks

-$52.4M

Increased Positions

Position	Shares Δ	Change
1 Sprouts Farmers Market SFM	New	0 → 154.7K +$16.7M
2 Veeva Systems VEEV	New	0 → 54.0K +$15.7M
3 McKesson MCK	New	0 → 15.9K +$12.6M
4 Texas Roadhouse TXRH	New	0 → 14.5K +$2.6M
5 Applovin Corporation APP	New	0 → 585.0 +$330.4K

Decreased Positions

Position	Shares Δ	Change
1 Pinnacle Financial Partners PNFP	Sold	182.6K → 0 −$21.4M
2 Paycom Software PAYC	Sold	80.3K → 0 −$18.3M
3 NVO Novo Nordisk NVO	Sold	237.0K → 0 −$16.5M
4 Tesla, Inc. TSLA	Sold	911.0 → 0 −$287.6K
5 Chubb CB	Sold	960.0 → 0 −$268.9K

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Analytics

Portfolio insights and performance metrics for BARLOW WEALTH PARTNERS, INC.

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Sector Allocation

Technology

25.20%

Financial Services

18.90%

Communication Services

13.10%

Industrials

9.50%

Consumer Cyclical

8.70%

Consumer Defensive

6.20%

Healthcare

6.10%

Utilities

2.80%

Energy

2.50%

Basic Materials

2.40%

ETF

0.80%

Real Estate

0.10%

Market Cap Distribution

Mega Cap (> $200B)

41.20%

Large Cap ($10B - $200B)

49.49%

Mid Cap ($2B - $10B)

2.22%

Small Cap ($300M - $2B)

0.02%

Micro Cap ($50M - $300M)

0.02%

Nano Cap (< $50M)

0.05%

N/A (ETF or Unknown)

6.99%

Portfolio Concentration

Top 10 Holdings %

42.79%

Top 20 Holdings %

68.84%

Top 50 Holdings %

95.42%

Top 100 Holdings %

99.14%