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

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	HON	HONEYWELL INTL INC	Industrials	3,235	$756K	0.08%	SOLD
2	T	AT&T INC	Communication Services	8,100	$215K	0.02%	SOLD

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%