BARLOW WEALTH PARTNERS, LLC
•CIK: 1999928•Filing: Q4 2025
**BARLOW WEALTH PARTNERS, LLC** manages $927M across a diversified portfolio of 135 positions. The fund exhibits significant concentration in mega-cap technology and industrials, with top holdings including GOOG ($77.6M) and MSFT ($47.6M). Notable allocations also include NVDA ($41.1M), HLI ($37.2M), and V ($36.9M). This structure suggests a conviction-driven, large-cap growth mandate.
Total AUM
$926.5M
QoQ Performance
+3.1%
Positions
127
Top 10 Concentration
43.0%
Latest Filing
Q4 2025
Top Holdings Allocation
GOOGL
MSFT
GOOGL8.4%
MSFT5.1%
NVDA4.4%
HLI4.0%
V4.0%
TJX3.5%
COST3.5%
AAPL3.4%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other56.1%
Technology27.6%
Financial7.4%
Consumer6.1%
Healthcare1.3%
Consumer Staples0.4%
Energy0.4%
Industrial0.2%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW7 new positions
↑41 increased
↓34 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023