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Amy Jones

Barlow Wealth Partners, Llc

Assets Managed
$925.544M
Holdings
149
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
2.84%(2Q avg: -0.01%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Barlow Wealth Partners, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 149 positions.

Assets under management

The assets under management (AUM) of Barlow Wealth Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 925.544M in assets, with a quarterly growth rate of 2.84% and a 2-quarter average growth rate of -0.01%. The portfolio is managed by Amy Jones, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -13.04%
6.71%
$62.067M
173,030 shares@ $358.71 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 1.36%
4.98%
$46.085M
225,776 shares@ $204.13 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 0.64%
4.22%
$39.037M
101,834 shares@ $383.35 avg price
V
Visa Inc-class A Shares
Recent Activity
Increased 1.16%
4.11%
$38.017M
109,392 shares@ $347.53 avg price
AAPL
Apple Inc
Recent Activity
Decreased -3.75%
3.99%
$36.869M
117,646 shares@ $313.39 avg price
COST
Costco Wholesale Corp
Recent Activity
Increased 0.99%
3.66%
$33.794M
35,455 shares@ $953.14 avg price
TJX
Tjx Companies Inc
Recent Activity
Increased 1.68%
3.46%
$31.996M
209,411 shares@ $152.8 avg price
ASML
Asml Holding Nv-ny Reg Shs
Recent Activity
Decreased -11.21%
3.18%
$29.419M
16,634 shares@ $1768.6 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Increased 1.56%
3.06%
$28.302M
57,201 shares@ $494.79 avg price
GWW
Ww Grainger Inc
Recent Activity
Increased 0.72%
3.05%
$28.226M
20,912 shares@ $1349.77 avg price

1-10 of 149