Darrow Company, Inc.
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 1, 2024), Darrow Company, Inc. reported 45 stock positions worth $152.8 million. Its top holding was Invesco QQQ Trust Series 1 (QQQ) at 11.2% of the portfolio, followed by Vaneck Morningstar Wide Moat (MOAT, 10.1%) and Vanguard Intermediate-Term B (BIV, 8.5%). Compared with Q4 2023, it opened 10 new positions, sold out of 3, added to 13 and reduced 14. The biggest buy was Wisdomtree U.S. Quality Divi (DGRW, shares +718%) and the biggest sale Vanguard Short-Term Bond ETF (BSV, shares −35%).
- Most Recent 13F
- Q2 2026
- Location
- Needham, MA
- CIK
- 0001908169
- Portfolio Value
- $152.8M (Q1 2024)
- SEC Filing
- 0001172661-24-001962 ↗ filed May 1, 2024
Holdings Value
Holdings 45 stocks · $152.8M
| QQQ Invesco QQQ Trust Series 1 | 11.15% | 38,375 | $17.0M | Add +5.6% |
| MOAT Vaneck Morningstar Wide Moat | 10.13% | 172,066 | $15.5M | Add +5.1% |
| BIV Vanguard Intermediate-Term B | 8.52% | 172,644 | $13.0M | Add +9.9% |
| USMV iShares MSCI USA Min Vol Fac | 8.14% | 148,860 | $12.4M | Reduce -4.7% |
| SPGP Invesco S&P 500 Garp ETF | 6.40% | 91,824 | $9.8M | Add +22.6% |
| BND Vanguard Total Bond Market | 5.25% | 110,501 | $8.0M | Reduce -7.3% |
| VYM Vanguard High DVD Yield ETF | 5.22% | 65,903 | $8.0M | Reduce -14.1% |
| SCHR Schwab Intermediate-Term US | 4.45% | 138,728 | $6.8M | Add +58.0% |
| RSP Invesco S&P 500 Equal Weight | 4.25% | 38,305 | $6.5M | Reduce -0.6% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 4.07% | 80,080 | $6.2M | Reduce -20.3% |
| BSV Vanguard Short-Term Bond ETF | 3.38% | 67,257 | $5.2M | Reduce -34.9% |
| DGRW Wisdomtree U.S. Quality Divi | 3.23% | 64,847 | $4.9M | Add +718.0% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 3.13% | 70,967 | $4.8M | Add +58.7% |
| IGIB iShares 5-10Y Inv Grade Corp. | 2.96% | 87,616 | $4.5M | Add +1930.5% |
| HEFA Isha Curr Hedged MSCI Eafe | 2.64% | 115,560 | $4.0M | New |
| IVV iShares Core S&P 500 ETF | 1.64% | 4,775 | $2.5M | Reduce -0.3% |
| USTB Victoryshares Short-Term Bon | 1.47% | 44,934 | $2.2M | Add +37.1% |
| IEMG iShares Core MSCI Emerging | 1.44% | 42,605 | $2.2M | Reduce -55.8% |
| IJK iShares S&P Mid-Cap 400 Grow | 1.29% | 21,650 | $2.0M | Reduce -19.2% |
| VGT Vanguard Info Tech ETF | 1.15% | 3,363 | $1.8M | New |
| MDY State Street SPDR S&P Midcap | 1.14% | 3,128 | $1.7M | No change |
| VOO Vanguard S&P 500 ETF | 0.94% | 3,003 | $1.4M | New |
| VIG Vanguard Dividend Apprec ETF | 0.88% | 7,353 | $1.3M | Reduce -0.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.77% | 2,253 | $1.2M | No change |
| ANGL Vaneck Fallen Angel High YLD | 0.69% | 36,226 | $1.1M | New |
| MSFT Microsoft Corp. | 0.58% | 2,097 | $882K | Reduce -17.7% |
| SCHD Schwab US DVD Equity ETF | 0.56% | 10,670 | $860K | Add +212.4% |
| DFAI Dimensional International Co. | 0.42% | 21,406 | $647K | No change |
| NEAR iShares SH Dba ETF Usd Inc. | 0.40% | 12,039 | $607K | No change |
| VCR Vanguard Consumer Discre ETF | 0.36% | 1,742 | $553K | New |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.35% | 8,358 | $536K | Reduce -17.3% |
| AAPL Apple Inc. | 0.33% | 2,937 | $504K | Add +32.4% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.30% | 9,298 | $466K | New |
| XOM Exxon Mobil Corp. | 0.25% | 3,290 | $382K | No change |
| NFLX Netflix Inc. | 0.24% | 611 | $371K | New |
| SCHF Schwab Intl Equity ETF | 0.24% | 9,367 | $366K | Reduce -3.4% |
| XLG Invesco S&P 500 Top 50 ETF | 0.23% | 8,459 | $356K | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.22% | 1,311 | $341K | Add +0.1% |
| AMZN Amazon.com Inc. | 0.21% | 1,805 | $326K | No change |
| GOOGL Alphabet Inc. Class A | 0.18% | 1,865 | $281K | New |
| GOOG Alphabet Inc. Class C | 0.16% | 1,620 | $247K | New |
| VCSH Vanguard S/T Corp. Bond ETF | 0.16% | 3,156 | $244K | Reduce -56.7% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.15% | 1,938 | $232K | New |
| IJH iShares Core S&P Midcap ETF | 0.14% | 3,610 | $219K | No change |
| VCIT Vanguard Int-Term Corporate | 0.13% | 2,542 | $205K | Add +1.5% |
Portfolio Sells Q4 2023 → Q1 2024
| BSV Vanguard Short-Term Bond ETF | Reduce -34.9% | 3.38% | −2.73 |
| IEMG iShares Core MSCI Emerging | Reduce -55.8% | 1.44% | −2.31 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Reduce -20.3% | 4.07% | −1.90 |
| BND Vanguard Total Bond Market | Reduce -7.3% | 5.25% | −1.48 |
| VYM Vanguard High DVD Yield ETF | Reduce -14.1% | 5.22% | −1.36 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -4.7% | 8.14% | −1.22 |
| JPST JPMorgan Ultra-Short Income | Sold out | 0.00% | −0.95 |
| RSP Invesco S&P 500 Equal Weight | Reduce -0.6% | 4.25% | −0.42 |
| VPL Vanguard Ftse Pacific ETF | Sold out | 0.00% | −0.40 |
| IJK iShares S&P Mid-Cap 400 Grow | Reduce -19.2% | 1.29% | −0.34 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -56.7% | 0.16% | −0.27 |
| HUM Humana Inc. | Sold out | 0.00% | −0.16 |
| MSFT Microsoft Corp. | Reduce -17.7% | 0.58% | −0.16 |
| IVV iShares Core S&P 500 ETF | Reduce -0.3% | 1.64% | −0.11 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Reduce -17.3% | 0.35% | −0.10 |
| VIG Vanguard Dividend Apprec ETF | Reduce -0.9% | 0.88% | −0.09 |
| SCHF Schwab Intl Equity ETF | Reduce -3.4% | 0.24% | −0.04 |
Portfolio Buys Q4 2023 → Q1 2024
| DGRW Wisdomtree U.S. Quality Divi | Add +718.0% | 3.23% | +2.81 |
| IGIB iShares 5-10Y Inv Grade Corp. | Add +1930.5% | 2.96% | +2.79 |
| HEFA Isha Curr Hedged MSCI Eafe | New | 2.64% | +2.64 |
| VGT Vanguard Info Tech ETF | New | 1.15% | +1.15 |
| SCHR Schwab Intermediate-Term US | Add +58.0% | 4.45% | +1.10 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Add +58.7% | 3.13% | +1.00 |
| VOO Vanguard S&P 500 ETF | New | 0.94% | +0.94 |
| SPGP Invesco S&P 500 Garp ETF | Add +22.6% | 6.40% | +0.76 |
| ANGL Vaneck Fallen Angel High YLD | New | 0.69% | +0.69 |
| SCHD Schwab US DVD Equity ETF | Add +212.4% | 0.56% | +0.36 |
| VCR Vanguard Consumer Discre ETF | New | 0.36% | +0.36 |
| SPYV SS SPDR P S&P 500 Value ETF | New | 0.30% | +0.30 |
| NFLX Netflix Inc. | New | 0.24% | +0.24 |
| USTB Victoryshares Short-Term Bon | Add +37.1% | 1.47% | +0.22 |
| GOOGL Alphabet Inc. Class A | New | 0.18% | +0.18 |
| GOOG Alphabet Inc. Class C | New | 0.16% | +0.16 |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | New | 0.15% | +0.15 |
| AAPL Apple Inc. | Add +32.4% | 0.33% | +0.00 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.1% | 0.22% | −0.02 |
| VCIT Vanguard Int-Term Corporate | Add +1.5% | 0.13% | −0.02 |
| QQQ Invesco QQQ Trust Series 1 | Add +5.6% | 11.15% | −0.28 |
| MOAT Vaneck Morningstar Wide Moat | Add +5.1% | 10.13% | −0.54 |
| BIV Vanguard Intermediate-Term B | Add +9.9% | 8.52% | −0.69 |
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 |