Long-term investor
Barlow Wealth Partners, LLC @barlowwealthpartnersllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001999928).
Record
- Tracked since 2025-06-30 (441 days), 65 trades recorded
- Returns: week n/a · month n/a · 90 days -0.9% · 6 months n/a · 1 year +12.9% · all +12.9%
- Max drawdown n/a · win rate 8% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- GOOG · 6.7% · long · since 2025-06-30
- NVDA · 5.0% · long · since 2025-06-30
- MSFT · 4.2% · long · since 2025-06-30
- V · 4.1% · long · since 2025-06-30
- AAPL · 4.0% · long · since 2025-06-30
- COST · 3.7% · long · since 2025-06-30
- TJX · 3.5% · long · since 2025-06-30
- ASML · 3.2% · long · since 2025-06-30
- BRK-B · 3.1% · long · since 2025-06-30
- GWW · 3.0% · long · since 2025-06-30
- JPM · 3.0% · long · since 2025-06-30
- MCK · 3.0% · long · since 2025-09-30