BARLOW WEALTH PARTNERS, LLC

All 13F Filings

Location
Louisville, KY
Most recent 13F
Q3 2026
Holdings value ($000)
970,114
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q3 2026 10/15/2026 152 970,114 13F-HR BARLOW WEALTH PARTNERS, LLC
Q2 2026 7/14/2026 149 925,544 13F-HR BARLOW WEALTH PARTNERS, LLC
Q1 2026 4/21/2026 137 900,008 13F-HR BARLOW WEALTH PARTNERS, LLC
Q4 2025 1/15/2026 135 926,520 13F-HR BARLOW WEALTH PARTNERS, LLC
Q3 2025 11/3/2025 131 898,634 13F-HR BARLOW WEALTH PARTNERS, INC.
Q2 2025 7/29/2025 134 835,650 13F-HR BARLOW WEALTH PARTNERS, INC.
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 960.2 K 99.0% 43.75 K 0 43.75 K
ETFs 9.918 K 1.0% 822 0 822
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Fund Snapshot

Q3 2026
Latest filed
10/15/2026
Total value ($000)
970,114
Holdings
152
QoQ value change ($000)
44,570 (4.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.