Barlow Wealth Partners, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of the close of business on September 30, 2026. The filing lists 152 separate equity securities held by the firm.
The filing indicates that the firm holds a diversified portfolio of common stocks and exchange-traded funds. The top holdings by number of shares include Microsoft Corporation, NVIDIA Corporation, and Taiwan Semiconductor Manufacturing Company. Microsoft is listed with 54,465,293 shares, NVIDIA with 54,420,733 shares, and Taiwan Semiconductor Manufacturing with 27,998,856 shares.
Other significant positions include Salesforce Inc. with 24,770,123 shares, S&P Global Inc. with 23,580,841 shares, and Amazon.com Inc. with 2,428,091 shares. The portfolio also includes substantial positions in Visa Inc., Procter & Gamble Co., and Johnson & Johnson.
The filing notes that the firm holds shares in various sectors, including technology, healthcare, consumer staples, and financial services. Specific holdings mentioned include Eli Lilly & Co., Merck & Co., and UnitedHealth Group in the healthcare sector, as well as Costco Wholesale Corporation, Walmart Inc., and PepsiCo Inc. in the consumer sector.
The report was signed by Amy Jones, Chief Compliance Officer, and was filed on October 15, 2026.
