Managers / Q3 2024 · view latest →
BARLOW WEALTH PARTNERS, LLC
CIK 0001999928 · 3700 BROWNSBORO ROAD, LOUISVILLE, KY, 40207 · (502) 308-4270
Reported Value
$765M
Q3 2024
Positions
147
Filings on Record
10
2019–present window
Filed
Oct 8, 2024
original filing
Summary
Barlow Wealth Partners, Llc reported $765M in U.S.-listed holdings across 147 positions for Q3 2024.
Its largest position, GOOG, represents 5.4% of the portfolio.
Compared with Q2 2024, the fund opened 4 new positions and exited 6.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
- Common Stock · 87.5% · $669M
- Other · 8.0% · $61M
- ADR · 3.6% · $28M
- ETP · 0.8% · $6M
- REIT · 0.1% · $568,602
Quarter-over-Quarter Changes full breakdown →
Holdings — Q3 2024
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $900M | 137 | Apr 21, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $927M | 135 | Jan 15, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $899M | 131 | Nov 3, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $836M | 134 | Jul 29, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $761M | 134 | Apr 28, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $790M | 136 | Jan 17, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $765M | 147 | Oct 8, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $722M | 149 | Jul 31, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $735M | 152 | Apr 18, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $704M | 148 | Feb 6, 2024 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.