Barlow Wealth Partners Q2 2026 Portfolio Changes

Barlow Wealth Partners, Llc's portfolio reached $924.8 million as of June 30th, 2026. This analysis highlights observable purchases and sales from the previous quarter based on available data.

By Insiderset.Jul 16, 2026, 8:49 PM
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Barlow Wealth Partners, Llc
Barlow Wealth Partners Q2 2026 Portfolio Changes

As of June 30th, 2026, Barlow Wealth Partners, Llc managed a substantial portfolio valued at $924.8 million.

The investment strategy appears diversified across various sectors, with Technology holding the largest allocation at 27.47% ($254 million), followed by Financial Services (21.29%, $196.8 million) and a significant portion in Unknown sectors (12.03%, $111.3 million).

Several notable changes occurred within the portfolio during this quarter, reflecting strategic buying and selling activities:

  • MCK: McKesson Corp gained a new position in Barlow's holdings.
  • MLI: Mueller Industrials Inc was added to the portfolio.
  • UBER: Uber Technologies Inc represents another significant purchase for this quarter.
  • INTU: Intuit, known as the parent company of TurboTax and QuickBooks, also entered Barlow's investment universe.
  • NOW: ServiceNow Inc was acquired by Barlow Wealth Partners during Q2.

    • In contrast to these new additions, the data indicates several exits or reductions in specific holdings:

    • AMZN: Amazon.com Inc experienced a substantial reduction of nearly 90% in its share count within Barlow's portfolio.
    • G87110105: TechnipFMC PLC saw a significant decrease, amounting to approximately an 11.27% change from the previous period.
    • ADBE: Adobe Inc was sold or its position drastically reduced by Barlow.
    • TKTO: Tko Group Holdings Inc also experienced a notable decrease in allocation, around 12.63% from the prior period.
    • AMZN, despite being listed under Consumer Cyclical sector here, is primarily noted for its large sell-off based on the more detailed 'changed_holdings' data provided elsewhere.

    The portfolio's structure shows a mix of established and newer positions. Technology remains heavily represented with several holdings like MCK, INTU, NOW, and CRM (Salesforce Inc) showing significant increases in this quarter.

    Barlow's portfolio also includes large-cap stalwarts such as Alphabet Inc (GOOG), Microsoft Corp (MSFT), Visa Inc (V), and Costco Wholesale Corporation (COST), which experienced moderate changes or reductions in their allocations.