BARLOW WEALTH PARTNERS, INC.

Q3 2025 13F-HR Holdings

Location
Louisville, KY
Holdings as of
9/30/2025
Date filed
11/3/2025
Form type
13F-HR
Num holdings
131
Total value ($000)
$898,634
Net value change ($000)
+62,984 (7.5%)
New positions
10
Sold out positions
13
Turnover %
12.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/29/2025 Next filing: 1/15/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SFM 16,724 NEW
BRK-B 15,804 446.2%
VEEV 15,656 NEW
GOOGL 15,396 32.4%
AMZN 13,985 506.2%
MCK 12,640 NEW
MELI 11,557 92.1%
ASML 6,793 28.4%
MLI 6,711 27.4%
AAPL 5,749 22.5%
Top Reduces (Value $000, Stocks/ETFs)
PINNACLE FINANCIAL PARTNERS INC -21,366 -100.0%
PAYC -18,312 -100.0%
NVO -16,547 -100.0%
ACN -14,584 -91.0%
BF-A -10,782 -88.6%
VRTX -10,547 -45.3%
UNH -7,198 -88.7%
ELV -6,126 -88.9%
FTNT -2,689 -14.7%
MORN -2,594 -17.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type