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Portfolio (Quarterly) Guide ↗

BARLOW WEALTH PARTNERS, LLC

· CIK 0001999928
13F Portfolio $926M AUM 149 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 14 New 31 Added 21 Reduced 2 Exited
Page 2 of 2  ·  31 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ITW ILLINOIS TOOL WKS INC Industrials 4,557.0 $1.2M 0.13% +283.0 +6.6% $265.10 +7.4%
22 ABBV ABBVIE INC Healthcare 4,334.0 $1.1M 0.12% +692.0 +19.0% $252.74 +2.4%
23 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 9,465.0 $804K 0.09% +2K +24.7% $84.98 +6.8%
24 SCHG SCHWAB STRATEGIC TR 19,284.0 $660K 0.07% +4K +24.1% $34.23 +3.0%
25 MA MASTERCARD INCORPORATED Financial Services 1,242.0 $646K 0.07% +272.0 +28.0% $519.86 +10.5%
26 GLD SPDR GOLD TR Financial Services 1,646.0 $616K 0.07% +93.0 +6.0% $374.45 +6.4%
27 CRWD CROWDSTRIKE HLDGS INC Technology 3,152.0 $602K 0.07% +2K +300.0% $47.78 +345.6%
28 UPS UNITED PARCEL SVCS INC Industrials 3,249.0 $357K 0.04% +600.0 +22.6% $109.94 -7.3%
29 FNB F N B CORP Financial Services 18,291.0 $337K 0.04% +128.0 +0.7% $18.41 +4.4%
30 TSLA TESLA INC Consumer Cyclical 770.0 $303K 0.03% +262.0 +51.6% $394.06 -14.5%
31 VO VANGUARD INDEX FDS 3,060.0 $245K 0.03% +2K +300.0% $80.14 +3.7%
Page 2 of 2  ·  31 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 33.0%
Financial Services 20.2%
Communication Services 10.9%
Industrials 10.6%
Consumer Cyclical 7.9%
Healthcare 7.2%
Consumer Defensive 4.8%
Basic Materials 2.7%
Utilities 2.1%
Energy 0.7%