Barlow Wealth Partners
Barlow Wealth Partners reported 152 stocks worth $970M in its 13F filing for Q3 2026, filed Oct 15, 2026. Its largest holdings are GOOG (6.2%), MSFT (5.6%) and NVDA (5.6%). Compared with Q2 2026, the fund opened new positions in APH, XOM and BTSG, added to GOOG, MSFT and NVDA, trimmed FTNT, HLI and FTI and sold out of FICO, MORN and ADBE.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  GOOG Alphabet Inc | $59.9M | 6.2% | 174K | +661 (+0%) | 8 of 8 | |
| 2 |  MSFT Microsoft Corp | $54.5M | 5.6% | 103K | +1,067 (+1%) | 8 of 8 | |
| 3 |  NVDA Nvidia Corporation | $54.4M | 5.6% | 227K | +1,697 (+1%) | 8 of 8 | |
| 4 |  V Visa Inc | $41.1M | 4.2% | 111K | +1,475 (+1%) | 8 of 8 | |
| 5 |  AAPL Apple Inc | $39.9M | 4.1% | 120K | +1,884 (+2%) | 8 of 8 | |
| 6 |  COST Costco Whsl Corp New | $34M | 3.5% | 36K | +899 (+3%) | 8 of 8 | |
| 7 |  MCK Mckesson Corp | $31.5M | 3.2% | 34K | +334 (+1%) | 5 of 8 | |
| 8 |  ASML Asml Holding N V | $30.7M | 3.2% | 17K | +98 (+1%) | 8 of 8 | |
| 9 |  MLI Mueller Inds Inc | $29.6M | 3.0% | 469K | +4,918 (+1%) | 8 of 8 | |
| 10 |  TJX Tjx Cos Inc New | $29.3M | 3.0% | 214K | +4,122 (+2%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 FICO Fair Isaac Corp | $16M | 13K |
 MORN Morningstar Inc | $9.5M | 58K |
 ADBE Adobe Inc | $4.3M | 19K |
 NOW Servicenow Inc | $3.3M | 31K |
 XOM Exxon Mobil Corp | $2.8M | 20K |
🔒 Free account: see all 7.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 15, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Barlow Wealth Partners 13F FAQ
What does Barlow Wealth Partners own?
Barlow Wealth Partners reported 152 stocks worth $970M in its 13F filing for Q3 2026, filed Oct 15, 2026. Its largest holdings are GOOG (6.2%), MSFT (5.6%) and NVDA (5.6%). The table above lists every position in the filing (the top 10 without an account).
What did Barlow Wealth Partners buy and sell in Q3 2026?
Compared with Q2 2026: 10 new positions, 46 added to, 26 trimmed and 7 sold out. New positions include APH, XOM and BTSG. It sold all of FICO, MORN and ADBE.
When will Barlow Wealth Partners file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Barlow Wealth Partners's portfolio worth?
The Q3 2026 filing reports $970M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.