BARLOW WEALTH PARTNERS, LLC

Q1 2026 13F-HR Holdings

Location
Louisville, KY
Holdings as of
3/31/2026
Date filed
4/21/2026
Form type
13F-HR
Num holdings
137
Total value ($000)
$900,008
Net value change ($000)
-26,512 (-2.9%)
New positions
9
Sold out positions
7
Turnover %
7.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
RACE 22,853 NEW
SCHW 21,999 4255.1%
CRM 12,134 NEW
BRK-B 6,721 33.6%
FTI 6,597 27.2%
GARMIN LTD 4,223 26.4%
EME 3,898 15.3%
NVDA 3,812 9.3%
FICO 3,220 24.4%
COST 2,896 9.0%
Top Reduces (Value $000, Stocks/ETFs)
AJG -23,437 -100.0%
META -22,058 -97.7%
MELI -18,246 -95.8%
GOOGL -10,059 -13.0%
INTU -9,537 -63.2%
VEEV -8,906 -100.0%
TSM -5,668 -20.8%
MSFT -4,810 -10.1%
HLI -3,813 -10.3%
ADBE -3,203 -26.9%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type