Darrow Company, Inc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 29, 2026), Darrow Company, Inc. reported 58 stock positions worth $258.1 million. Its top holding was Invesco QQQ Trust Series 1 (QQQ) at 13.0% of the portfolio, followed by Vanguard Intermediate-Term B (BIV, 7.4%) and iShares MSCI USA Min Vol Fac (USMV, 6.7%). Compared with Q1 2026, it opened 4 new positions, sold out of 2, added to 32 and reduced 14. The biggest buy was a new position in Oklo (OKLO) and the biggest sale Vaneck Morningstar Wide Moat (MOAT, shares −9%).
- Most Recent 13F
- Q2 2026
- Location
- Needham, MA
- CIK
- 0001908169
- Portfolio Value
- $258.1M (Q2 2026)
- SEC Filing
- 0001172661-26-002930 ↗ filed Jul 29, 2026
Holdings Value
Holdings 58 stocks · $258.1M
| QQQ Invesco QQQ Trust Series 1 | 12.96% | 45,458 | $33.4M | Reduce -2.7% |
| BIV Vanguard Intermediate-Term B | 7.39% | 248,701 | $19.1M | Add +2.6% |
| USMV iShares MSCI USA Min Vol Fac | 6.74% | 180,315 | $17.4M | Add +0.4% |
| SPGP Invesco S&P 500 Garp ETF | 5.40% | 113,925 | $13.9M | Add +0.2% |
| OKLO Oklo Inc. | 4.72% | 232,670 | $12.2M | New |
| SPY SS SPDR S&P 500 ETF Trust-US | 4.58% | 15,830 | $11.8M | Add +4.3% |
| DGRW Wisdomtree U.S. Quality Divi | 4.48% | 120,844 | $11.6M | Add +0.3% |
| HEFA Isha Curr Hedged MSCI Eafe | 4.20% | 231,145 | $10.8M | Add +3.6% |
| BND Vanguard Total Bond Market | 4.03% | 141,630 | $10.4M | Add +0.3% |
| VONG Vanguard Russell 1000 Growth | 3.83% | 77,270 | $9.9M | Reduce -2.6% |
| SCHR Schwab Intermediate-Term US | 3.67% | 384,310 | $9.5M | Add +1.8% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 3.55% | 294,344 | $9.2M | Add +0.4% |
| SPMO Invesco S&P 500 Momentum ETF | 3.04% | 48,493 | $7.8M | Reduce -4.9% |
| IGIB iShares 5-10Y Inv Grade Corp. | 2.91% | 141,012 | $7.5M | Add +6.9% |
| VYM Vanguard High DVD Yield ETF | 2.71% | 44,266 | $7.0M | Reduce -5.1% |
| MOAT Vaneck Morningstar Wide Moat | 2.58% | 64,077 | $6.7M | Reduce -8.7% |
| USTB Victoryshares Short-Term Bon | 2.32% | 118,115 | $6.0M | Add +3.7% |
| RSP Invesco S&P 500 Equal Weight | 2.25% | 27,343 | $5.8M | Reduce -0.5% |
| BSV Vanguard Short-Term Bond ETF | 2.16% | 71,456 | $5.6M | Reduce -0.9% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 2.14% | 68,944 | $5.5M | Reduce -4.0% |
| ANGL Vaneck Fallen Angel High YLD | 1.51% | 133,298 | $3.9M | Add +5.8% |
| IVV iShares Core S&P 500 ETF | 1.25% | 4,323 | $3.2M | Reduce -6.5% |
| VGT Vanguard Info Tech ETF | 1.25% | 27,725 | $3.2M | Add +3.0% |
| IEMG iShares Core MSCI Emerging | 1.09% | 33,894 | $2.8M | Reduce -4.1% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.91% | 20,084 | $2.4M | Add +0.0% |
| VOO Vanguard S&P 500 ETF | 0.79% | 3,003 | $2.0M | No change |
| VIG Vanguard Dividend Apprec ETF | 0.66% | 7,185 | $1.7M | No change |
| AAPL Apple Inc. | 0.53% | 4,758 | $1.4M | Add +3.6% |
| MDY State Street SPDR S&P Midcap | 0.46% | 1,684 | $1.2M | Add +0.1% |
| AMZN Amazon.com Inc. | 0.43% | 4,637 | $1.1M | Add +85.5% |
| SCHD Schwab US DVD Equity ETF | 0.38% | 30,703 | $977K | Add +0.4% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.36% | 10,278 | $933K | Add +0.8% |
| MSFT Microsoft Corp. | 0.35% | 2,428 | $906K | Add +2.0% |
| GOOGL Alphabet Inc. Class A | 0.35% | 2,497 | $892K | Add +3.6% |
| DFAI Dimensional International Co. | 0.31% | 19,654 | $811K | No change |
| NEAR iShares SH Dba ETF Usd Inc. | 0.27% | 13,975 | $708K | Add +0.1% |
| VCR Vanguard Consumer Discre ETF | 0.27% | 1,742 | $689K | No change |
| SCHF Schwab Intl Equity ETF | 0.24% | 22,815 | $632K | No change |
| GOOG Alphabet Inc. Class C | 0.24% | 1,749 | $618K | Add +2.6% |
| XLG Invesco S&P 500 Top 50 ETF | 0.20% | 8,436 | $517K | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.19% | 1,314 | $486K | No change |
| NFLX Netflix Inc. | 0.19% | 6,715 | $479K | Add +0.9% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.19% | 7,864 | $478K | Add +0.3% |
| XOM Exxon Mobil Corp. | 0.18% | 3,469 | $474K | Add +0.5% |
| VCIT Vanguard Int-Term Corporate | 0.17% | 5,397 | $446K | Reduce -16.2% |
| META Meta Platforms Inc. Class A | 0.16% | 750 | $422K | New |
| VCSH Vanguard S/T Corp. Bond ETF | 0.16% | 5,249 | $415K | Reduce -16.6% |
| WMT Walmart Inc. | 0.14% | 3,154 | $357K | Reduce -0.2% |
| MU Micron Technology Inc. | 0.14% | 309 | $357K | New |
| DELL Dell Technologies -C | 0.14% | 813 | $351K | New |
| NVDA Nvidia Corp. | 0.13% | 1,714 | $343K | Add +22.2% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.12% | 1,851 | $303K | Add +0.3% |
| RTX RTX Corp. | 0.11% | 1,498 | $284K | Add +1.6% |
| SHY iShares 1-3 Year Treasury Bo | 0.10% | 3,244 | $266K | Add +2.9% |
| IYF iShares US Financials ETF | 0.10% | 2,054 | $262K | No change |
| IJH iShares Core S&P Midcap ETF | 0.10% | 3,195 | $246K | Reduce -8.1% |
| V Visa Inc. Class A | 0.09% | 687 | $236K | Add +1.9% |
| HD Home Depot Inc. | 0.09% | 639 | $225K | Add +0.2% |
Portfolio Sells Q1 2026 → Q2 2026
| MOAT Vaneck Morningstar Wide Moat | Reduce -8.7% | 2.58% | −0.47 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Reduce -4.0% | 2.14% | −0.43 |
| VYM Vanguard High DVD Yield ETF | Reduce -5.1% | 2.71% | −0.40 |
| BSV Vanguard Short-Term Bond ETF | Reduce -0.9% | 2.16% | −0.39 |
| BSX Boston Scientific Corp. | Sold out | 0.00% | −0.12 |
| RSP Invesco S&P 500 Equal Weight | Reduce -0.5% | 2.25% | −0.12 |
| IVV iShares Core S&P 500 ETF | Reduce -6.5% | 1.25% | −0.10 |
| IOO iShares Global 100 ETF | Sold out | 0.00% | −0.10 |
| VONG Vanguard Russell 1000 Growth | Reduce -2.6% | 3.83% | −0.09 |
| VCIT Vanguard Int-Term Corporate | Reduce -16.2% | 0.17% | −0.07 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -16.6% | 0.16% | −0.06 |
| WMT Walmart Inc. | Reduce -0.2% | 0.14% | −0.04 |
| IEMG iShares Core MSCI Emerging | Reduce -4.1% | 1.09% | −0.02 |
| IJH iShares Core S&P Midcap ETF | Reduce -8.1% | 0.10% | −0.01 |
| SPMO Invesco S&P 500 Momentum ETF | Reduce -4.9% | 3.04% | +0.46 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -2.7% | 12.96% | +0.85 |
Portfolio Buys Q1 2026 → Q2 2026
| OKLO Oklo Inc. | New | 4.72% | +4.72 |
| VGT Vanguard Info Tech ETF | Add +3.0% | 1.25% | +0.24 |
| AMZN Amazon.com Inc. | Add +85.5% | 0.43% | +0.19 |
| META Meta Platforms Inc. Class A | New | 0.16% | +0.16 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +4.3% | 4.58% | +0.14 |
| MU Micron Technology Inc. | New | 0.14% | +0.14 |
| DELL Dell Technologies -C | New | 0.14% | +0.14 |
| GOOGL Alphabet Inc. Class A | Add +3.6% | 0.35% | +0.03 |
| NVDA Nvidia Corp. | Add +22.2% | 0.13% | +0.02 |
| GOOG Alphabet Inc. Class C | Add +2.6% | 0.24% | +0.02 |
| AAPL Apple Inc. | Add +3.6% | 0.53% | +0.01 |
| IJK iShares S&P Mid-Cap 400 Grow | Add +0.0% | 0.91% | +0.00 |
| V Visa Inc. Class A | Add +1.9% | 0.09% | −0.00 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Add +0.8% | 0.36% | −0.00 |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | Add +0.3% | 0.12% | −0.00 |
| HD Home Depot Inc. | Add +0.2% | 0.09% | −0.01 |
| MDY State Street SPDR S&P Midcap | Add +0.1% | 0.46% | −0.01 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +0.3% | 0.19% | −0.01 |
| SHY iShares 1-3 Year Treasury Bo | Add +2.9% | 0.10% | −0.01 |
| RTX RTX Corp. | Add +1.6% | 0.11% | −0.02 |
| SCHD Schwab US DVD Equity ETF | Add +0.4% | 0.38% | −0.04 |
| NEAR iShares SH Dba ETF Usd Inc. | Add +0.1% | 0.27% | −0.05 |
| MSFT Microsoft Corp. | Add +2.0% | 0.35% | −0.05 |
| HEFA Isha Curr Hedged MSCI Eafe | Add +3.6% | 4.20% | −0.07 |
| XOM Exxon Mobil Corp. | Add +0.5% | 0.18% | −0.08 |
| NFLX Netflix Inc. | Add +0.9% | 0.19% | −0.10 |
| SPGP Invesco S&P 500 Garp ETF | Add +0.2% | 5.40% | −0.11 |
| ANGL Vaneck Fallen Angel High YLD | Add +5.8% | 1.51% | −0.12 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Add +0.4% | 3.55% | −0.12 |
| IGIB iShares 5-10Y Inv Grade Corp. | Add +6.9% | 2.91% | −0.25 |
| USTB Victoryshares Short-Term Bon | Add +3.7% | 2.32% | −0.28 |
| DGRW Wisdomtree U.S. Quality Divi | Add +0.3% | 4.48% | −0.28 |
| SCHR Schwab Intermediate-Term US | Add +1.8% | 3.67% | −0.56 |
| BND Vanguard Total Bond Market | Add +0.3% | 4.03% | −0.65 |
| USMV iShares MSCI USA Min Vol Fac | Add +0.4% | 6.74% | −0.76 |
| BIV Vanguard Intermediate-Term B | Add +2.6% | 7.39% | −1.03 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 58 | $258.1M | QQQ, BIV, USMV, SPGP, OKLO |
| Q1 2026 | 56 | $222.1M | QQQ, BIV, USMV, SPGP, DGRW |
| Q4 2025 | 59 | $222.5M | QQQ, BIV, USMV, SPGP, BND |
| Q3 2025 | 53 | $215.5M | QQQ, BIV, USMV, SPGP, BND |
| Q2 2025 | 52 | $197.5M | QQQ, BIV, USMV, SPGP, BND |
| Q1 2025 | 50 | $179.3M | QQQ, BIV, USMV, SPGP, BND |
| Q4 2024 | 48 | $172.5M | QQQ, MOAT, BIV, USMV, SPGP |
| Q3 2024 | 50 | $172.0M | QQQ, MOAT, BIV, USMV, SPGP |
| Q2 2024 | 45 | $153.7M | QQQ, MOAT, BIV, USMV, SPGP |
| Q1 2024 | 45 | $152.8M | QQQ, MOAT, BIV, USMV, SPGP |