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Portfolio (Quarterly) Guide ↗

BARLOW WEALTH PARTNERS, LLC

· CIK 0001999928
13F Portfolio $926M AUM 149 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 14 New 31 Added 21 Reduced 2 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 UBER UBER TECHNOLOGIES INC Technology 288,435.0 $21.2M 2.29% NEW — $73.60 -5.4%
2 NOW SERVICENOW INC Technology 30,921.0 $3.3M 0.36% NEW — $107.78 +25.8%
3 DUK DUKE ENERGY CORP NEW Utilities 3,438.0 $436K 0.05% NEW — $126.79 -10.6%
4 — HONEYWELL AEROSPACE INC — 1,616.0 $363K 0.04% NEW — $224.35 —
5 — HONEYWELL INTL INC — 1,616.0 $356K 0.04% NEW — $220.36 —
6 SCHF SCHWAB STRATEGIC TR — 11,066.0 $302K 0.03% NEW — $27.29 +2.3%
7 FAST FASTENAL CO Industrials 5,969.0 $278K 0.03% NEW — $46.51 +8.4%
8 AMD ADVANCED MICRO DEVICES INC Technology 447.0 $231K 0.03% NEW — $517.40 +21.9%
9 DELL DELL TECHNOLOGIES INC Technology 505.0 $218K 0.02% NEW — $431.97 +30.3%
10 WAT WATERS CORP Healthcare 586.0 $216K 0.02% NEW — $368.13 +17.8%
11 SHBI SHORE BANCSHARES INC Financial Services 9,696.0 $215K 0.02% NEW — $22.22 +3.6%
12 MCHP MICROCHIP TECHNOLOGY INC. Technology 2,520.0 $215K 0.02% NEW — $85.49 -8.0%
13 VOO VANGUARD INDEX FDS — 301.0 $206K 0.02% NEW — $685.26 +3.7%
14 PSX PHILLIPS 66 Energy 1,092.0 $205K 0.02% NEW — $187.81 +36.2%

① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 35.7%
Financial Services 21.8%
Industrials 11.4%
Consumer Cyclical 8.6%
Healthcare 7.7%
Consumer Defensive 5.2%
Communication Services 3.8%
Basic Materials 2.9%
Utilities 2.3%
Energy 0.7%