StockDriftsStockDriftsTop 50 Barlow Wealth Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOG | ALPHABET INC | 6.17% | 173.7K | $59.9M | +0.38%(+661) | $140.20(+142.62%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 5.61% | 102.9K | $54.5M | +1.05%(+1.07K) | $357.30(+49.32%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 5.61% | 227.5K | $54.4M | +0.75%(+1.70K) | $102.59(+111.61%) | 2026-09-30 | |
| V | VISA INC | 4.24% | 110.9K | $41.1M | +1.35%(+1.48K) | $257.55(+56.44%) | 2026-09-30 | |
| AAPL | APPLE INC | 4.11% | 119.5K | $39.9M | +1.60%(+1.88K) | $189.22(+81.24%) | 2026-09-30 | |
| COST | COSTCO WHOLESALE CORPORATION | 3.51% | 36.4K | $34.0M | +2.54%(+899) | $658.60(+51.16%) | 2026-09-30 | |
| MCK | MCKESSON CORP | 3.24% | 34.2K | $31.5M | +0.99%(+334) | $781.86(+29.23%) | 2026-09-30 | |
| ASML | ASML HLDG NV | 3.16% | 16.7K | $30.7M | +0.59%(+98) | $745.75(+120.87%) | 2026-09-30 | |
| MLI | MUELLER INDS INC | 3.05% | 468.7K | $29.6M | -49.47%(-458.82K) | $40.95(+48.51%) | 2026-09-30 | |
| TJX | TJX COS INC NEW | 3.02% | 213.5K | $29.3M | +1.97%(+4.12K) | $96.24(+53.12%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (11 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +57.89% |
| Top 20 Holdings Unweighted | — | — | — | — | +57.26% |
Barlow Wealth Partners LLC reports $970.11M in US-listed equity holdings across 152 positions in its most recent 13F filing. Its largest disclosed positions are GOOG (6.2%), MSFT (5.6%) and NVDA (5.6%). The top 20 holdings account for 69.07% of reported assets. Its disclosed equity book has returned +57.89% cumulatively over 11 quarters. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Barlow Wealth Partners LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1999928). View Barlow Wealth Partners LLC’s 13F filings on SEC