BARLOW WEALTH PARTNERS, LLC
SEC Form 13F institutional filer · CIK 0001999928
13F-HR · 102 reported holdings · 2026-03-31
Reported long-US-equity value
$0.67B
Top-10 concentration
55.3%
BARLOW WEALTH PARTNERS, LLC — $674M AUM allocation strategy
BARLOW WEALTH PARTNERS, LLC files SEC Form 13F and reports $674M of long US equity value across 102 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 20.4%, followed by Financials 19.0% and Communication Services 13.5%.
The top 10 holdings account for 55% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
BARLOW WEALTH PARTNERS, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$674M
total across 102 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
55% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$SCHW +239K sh · +$22M+$BRK.B +16.2K sh · +$6.72M+$FICO +7.36K sh · +$3.22M
Biggest trims (shares)
−$GOOGL −36.8K sh · −$10.1M−$META −33.8K sh · −$22.1M−$FTNT −21.1K sh · −$1.25M
Exited to nil (held last quarter, gone now)
$AJG ($23.4M last qtr)$VEEV ($8.91M last qtr)$ABT ($230K last qtr)$CBRE ($222K last qtr)$TSCO ($201K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Interactive Media & Services10.1%—
- Semiconductors6.7%—
- Systems Software6.4%—
- Consumer Staples Merchandise Retail5.2%—
- Transaction & Payment Processing Services5.1%—
- Apparel Retail4.9%—
- Technology Hardware, Storage & Peripherals4.9%—
- Construction & Engineering4.4%—
- Other holdings52.4%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $GOOGL | Alphabet Inc | 199K | $67.5M | -36.8K | 10.0% |
| $NVDA | NVIDIA Corporation | 223K | $44.9M | +354 | 6.7% |
| $MSFT | Microsoft Corporation | 101K | $42.8M | +1.89K | 6.3% |
| $COST | Costco Wholesale Corporation | 35.1K | $35.1M | +283 | 5.2% |
| $V | Visa Inc | 108K | $34.3M | +2.63K | 5.1% |
| $TJX | TJX Companies Inc | 206K | $33.1M | +765 | 4.9% |
| $AAPL | Apple Inc | 122K | $33M | +89 | 4.9% |
| $EME | EMCOR Group Inc | 36.5K | $29.4M | -3K | 4.4% |
| $BRK.B | Berkshire Hathaway Inc.-Class B | 56.3K | $26.7M | +16.2K | 4.0% |
| $JPM | JP Morgan Chase & Co | 84.4K | $26.2M | -553 | 3.9% |
…and 92 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
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How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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