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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 4 of 8  ·  149 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BROWN FORMAN CORP 40,023.0 $1.0M 0.11% $25.78
62 VT VANGUARD INTL EQUITY INDEX F 6,525.0 $1.0M 0.11% $155.82 +2.7%
63 CVX CHEVRON CORPORATION Energy 5,363.0 $944K 0.10% $175.97 +16.9%
64 MRK MERCK & CO INC Healthcare 7,490.0 $944K 0.10% $125.99 +7.3%
65 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 2,205.0 $917K 0.10% $416.08 -4.3%
66 SPGI S&P GLOBAL INC Financial Services 2,076.0 $894K 0.10% $430.79 -3.0%
67 SYK STRYKER CORPORATION Healthcare 2,556.0 $835K 0.09% $326.85 +1.4%
68 VTI VANGUARD INDEX FDS 2,196.0 $809K 0.09% $368.25 +2.9%
69 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 9,465.0 $804K 0.09% +2K +24.7% $84.98 +6.8%
70 CAT CATERPILLAR INC Industrials 836.0 $793K 0.09% $948.08 -11.3%
71 HUM HUMANA INC Healthcare 1,931.0 $765K 0.08% -293.0 -13.2% $396.37 -3.6%
72 QQQ INVESCO QQQ TR Financial Services 1,007.0 $716K 0.08% $711.44 +0.9%
73 MELI MERCADOLIBRE INC Consumer Cyclical 388.0 $702K 0.08% -42.0 -9.8% $1809.38 -1.7%
74 GD GENERAL DYNAMICS CORP Industrials 1,797.0 $673K 0.07% $374.31 +5.1%
75 NEE NEXTERA ENERGY INC Utilities 7,632.0 $667K 0.07% $87.44 -1.4%
76 SCHG SCHWAB STRATEGIC TR 19,284.0 $660K 0.07% +4K +24.1% $34.23 +3.0%
77 ACN ACCENTURE PLC IRELAND Technology 4,731.0 $649K 0.07% -749.0 -13.7% $137.19 +26.1%
78 MA MASTERCARD INCORPORATED Financial Services 1,242.0 $646K 0.07% +272.0 +28.0% $519.86 +10.5%
79 DIS DISNEY WALT CO Communication Services 6,407.0 $620K 0.07% -200.0 -3.0% $96.70 +7.5%
80 GLD SPDR GOLD TR Financial Services 1,646.0 $616K 0.07% +93.0 +6.0% $374.45 +6.4%
Page 4 of 8  ·  149 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%