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| Happy Holidays!! thanks for using AUM13F!! |
| Barlow Wealth Partners LLC
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| CRD # | 325308 |
| SEC # | 801-127506 |
| CIK # | 0001999928 |
| AUM | $1.2 B (2025-05-15) |
| Employees | 6 (83% Investors, 0% Brokers) |
| Phone | 502-308-4270 |
| Address | 3700 Brownsboro Road Louisville, KY 40207 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001999928 |
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Microsoft Corp | 47.6 | |
| Alphabet Inc | 47.5 | |
| Houlihan Lokey Inc | 37.7 | |
| VISA Inc | 37.3 | |
| Nvidia Corp | 34.9 | |
| Costco Wholesale Corp /NEW | 33.1 | |
| Apple Inc | 25.6 | |
| TJX Companies Inc /DE/ | 25.5 | |
| J P Morgan Chase & Co | 25.0 | |
| Mueller Industries Inc | 24.5 | |
| Facebook Inc | 24.0 | |
| ASML Holding NV | 23.9 | |
| Vertex Pharmaceuticals Inc / Ma | 23.3 | |
| TKO Group Holdings Inc | 22.6 | |
| Pinnacle Financial Partners Inc | 21.4 | |
| Constellation Energy Corp | 20.9 | |
| Emcor Group Inc | 20.7 | |
| Royal Gold Inc | 20.3 | |
| Taiwan Semiconductor Manufacturing Co Ltd | 19.0 | |
| Berkley W R Corp | 18.5 | |
| Paycom Software Inc | 18.3 | |
| Fortinet Inc | 18.3 | |
| Novo Nordisk A S | 16.5 | |
| Accenture PLC | 16.0 | |
| Garmin Ltd | 15.7 | |
| Morningstar Inc | 15.2 | |
| Grainger W W Inc | 14.7 | |
| Intuit Inc | 13.6 | |
| Adobe Systems Inc | 13.6 | |
| TechnipFMC PLC | 13.0 | Prev | Page 1 | Next |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 74 | 18.3 |
| (b) Individuals (high net worth individuals) | 310 | 1,168.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 6 | 16.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 12.4 |
| (n) Other | 0 | 0.0 |
| Total | 1,404 | 1,215.7 |
| By Discretionary | ||
| Discretionary | 1,063 | 1,063.9 |
| Non-Discretionary | 341 | 151.9 |
| Total | 1,404 | 1,215.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,215.7 | |
| Total | 1,404 | 1,215.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001999928] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
CS Planning Corp
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|
OR | 1.3 |
|
Baldwin Investment Management LLC
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PA | 1.2 |
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Alterna Wealth Management Inc
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TX | 1.2 |
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Financial Plan Inc
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WA | 1.2 |
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J L Bainbridge & Co Inc
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FL | 1.2 |
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Professional Advisory Services Inc
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FL | 1.2 |
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ETZ Advisory LLC
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|
1.2 | |
|
Callahan Advisors LLC
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TX | 1.2 |
|
Class VI Family Office LLC
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|
CO | 1.2 |
|
Action Point Financial Planning LLC
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|
MI | 1.2 |