Darrow Company, Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 12, 2025), Darrow Company, Inc. reported 50 stock positions worth $179.3 million. Its top holding was Invesco QQQ Trust Series 1 (QQQ) at 11.3% of the portfolio, followed by Vanguard Intermediate-Term B (BIV, 8.8%) and iShares MSCI USA Min Vol Fac (USMV, 8.4%). Compared with Q4 2024, it opened 2 new positions, added to 25 and reduced 10. The biggest buy was a new position in Vanguard Russell 1000 Growth (VONG) and the biggest sale Vaneck Morningstar Wide Moat (MOAT, shares −52%).
- Most Recent 13F
- Q2 2026
- Location
- Needham, MA
- CIK
- 0001908169
- Portfolio Value
- $179.3M (Q1 2025)
- SEC Filing
- 0001172661-25-001662 ↗ filed May 12, 2025
Holdings Value
Holdings 50 stocks · $179.3M
| QQQ Invesco QQQ Trust Series 1 | 11.33% | 43,328 | $20.3M | Add +10.3% |
| BIV Vanguard Intermediate-Term B | 8.80% | 205,978 | $15.8M | Add +7.4% |
| USMV iShares MSCI USA Min Vol Fac | 8.37% | 160,202 | $15.0M | Add +3.4% |
| SPGP Invesco S&P 500 Garp ETF | 5.51% | 98,921 | $9.9M | Reduce -0.6% |
| BND Vanguard Total Bond Market | 5.30% | 129,488 | $9.5M | Add +3.4% |
| SCHR Schwab Intermediate-Term US | 4.74% | 341,685 | $8.5M | Add +2.8% |
| DGRW Wisdomtree U.S. Quality Divi | 4.35% | 97,653 | $7.8M | Add +22.2% |
| MOAT Vaneck Morningstar Wide Moat | 4.23% | 86,143 | $7.6M | Reduce -52.2% |
| VONG Vanguard Russell 1000 Growth | 3.79% | 73,321 | $6.8M | New |
| HEFA Isha Curr Hedged MSCI Eafe | 3.70% | 182,877 | $6.6M | Add +17.1% |
| VYM Vanguard High DVD Yield ETF | 3.61% | 50,191 | $6.5M | Reduce -21.1% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 3.38% | 76,902 | $6.1M | Reduce -0.7% |
| IGIB iShares 5-10Y Inv Grade Corp. | 3.35% | 114,300 | $6.0M | Add +2.9% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 3.27% | 248,825 | $5.9M | Add +4.9% |
| BSV Vanguard Short-Term Bond ETF | 3.01% | 69,003 | $5.4M | Add +3.3% |
| RSP Invesco S&P 500 Equal Weight | 2.78% | 28,818 | $5.0M | Reduce -22.3% |
| USTB Victoryshares Short-Term Bon | 2.21% | 78,335 | $4.0M | Add +24.8% |
| SPMO Invesco S&P 500 Momentum ETF | 2.17% | 42,011 | $3.9M | New |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.06% | 6,599 | $3.7M | Add +194.5% |
| IVV iShares Core S&P 500 ETF | 1.49% | 4,748 | $2.7M | Add +0.6% |
| ANGL Vaneck Fallen Angel High YLD | 1.31% | 81,684 | $2.4M | Add +3.2% |
| IEMG iShares Core MSCI Emerging | 1.23% | 40,901 | $2.2M | Reduce -1.6% |
| VGT Vanguard Info Tech ETF | 1.02% | 3,363 | $1.8M | No change |
| IJK iShares S&P Mid-Cap 400 Grow | 0.94% | 20,249 | $1.7M | Add +0.9% |
| VOO Vanguard S&P 500 ETF | 0.86% | 3,003 | $1.5M | No change |
| VIG Vanguard Dividend Apprec ETF | 0.78% | 7,255 | $1.4M | No change |
| MDY State Street SPDR S&P Midcap | 0.51% | 1,730 | $923K | Reduce -43.4% |
| SCHD Schwab US DVD Equity ETF | 0.50% | 32,368 | $899K | No change |
| MSFT Microsoft Corp. | 0.44% | 2,110 | $792K | Add +0.6% |
| AAPL Apple Inc. | 0.42% | 3,408 | $757K | Add +0.2% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.41% | 10,938 | $744K | Reduce -6.6% |
| NEAR iShares SH Dba ETF Usd Inc. | 0.38% | 13,287 | $676K | Add +10.4% |
| DFAI Dimensional International Co. | 0.37% | 21,406 | $669K | No change |
| VCR Vanguard Consumer Discre ETF | 0.32% | 1,742 | $568K | No change |
| NFLX Netflix Inc. | 0.31% | 594 | $554K | No change |
| SPYV SS SPDR P S&P 500 Value ETF | 0.27% | 9,438 | $478K | Add +0.2% |
| VCIT Vanguard Int-Term Corporate | 0.25% | 5,529 | $452K | Add +69.9% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.24% | 5,387 | $425K | Add +78.4% |
| XOM Exxon Mobil Corp. | 0.22% | 3,308 | $393K | No change |
| XLG Invesco S&P 500 Top 50 ETF | 0.22% | 8,436 | $388K | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.20% | 1,325 | $364K | Add +0.8% |
| SCHF Schwab Intl Equity ETF | 0.20% | 17,687 | $350K | Reduce -2.7% |
| AMZN Amazon.com Inc. | 0.19% | 1,816 | $346K | Add +0.6% |
| GOOGL Alphabet Inc. Class A | 0.15% | 1,765 | $273K | No change |
| IOO iShares Global 100 ETF | 0.14% | 2,681 | $258K | Add +0.0% |
| GOOG Alphabet Inc. Class C | 0.14% | 1,628 | $254K | Add +0.5% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.14% | 1,956 | $249K | No change |
| WMT Walmart Inc. | 0.13% | 2,754 | $242K | No change |
| IYF iShares US Financials ETF | 0.13% | 2,054 | $232K | No change |
| IJH iShares Core S&P Midcap ETF | 0.12% | 3,572 | $208K | Reduce -0.5% |
Portfolio Sells Q4 2024 → Q1 2025
| MOAT Vaneck Morningstar Wide Moat | Reduce -52.2% | 4.23% | −5.46 |
| VYM Vanguard High DVD Yield ETF | Reduce -21.1% | 3.61% | −1.09 |
| RSP Invesco S&P 500 Equal Weight | Reduce -22.3% | 2.78% | −0.99 |
| SPGP Invesco S&P 500 Garp ETF | Reduce -0.6% | 5.51% | −0.54 |
| MDY State Street SPDR S&P Midcap | Reduce -43.4% | 0.51% | −0.49 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Reduce -0.7% | 3.38% | −0.15 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Reduce -6.6% | 0.41% | −0.07 |
| IEMG iShares Core MSCI Emerging | Reduce -1.6% | 1.23% | −0.03 |
| IJH iShares Core S&P Midcap ETF | Reduce -0.5% | 0.12% | −0.01 |
| SCHF Schwab Intl Equity ETF | Reduce -2.7% | 0.20% | +0.00 |
Portfolio Buys Q4 2024 → Q1 2025
| VONG Vanguard Russell 1000 Growth | New | 3.79% | +3.79 |
| SPMO Invesco S&P 500 Momentum ETF | New | 2.17% | +2.17 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +194.5% | 2.06% | +1.30 |
| DGRW Wisdomtree U.S. Quality Divi | Add +22.2% | 4.35% | +0.60 |
| HEFA Isha Curr Hedged MSCI Eafe | Add +17.1% | 3.70% | +0.55 |
| BIV Vanguard Intermediate-Term B | Add +7.4% | 8.80% | +0.49 |
| USMV iShares MSCI USA Min Vol Fac | Add +3.4% | 8.37% | +0.39 |
| USTB Victoryshares Short-Term Bon | Add +24.8% | 2.21% | +0.38 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +78.4% | 0.24% | +0.10 |
| VCIT Vanguard Int-Term Corporate | Add +69.9% | 0.25% | +0.10 |
| BND Vanguard Total Bond Market | Add +3.4% | 5.30% | +0.08 |
| SCHR Schwab Intermediate-Term US | Add +2.8% | 4.74% | +0.06 |
| IGIB iShares 5-10Y Inv Grade Corp. | Add +2.9% | 3.35% | +0.03 |
| NEAR iShares SH Dba ETF Usd Inc. | Add +10.4% | 0.38% | +0.02 |
| BSV Vanguard Short-Term Bond ETF | Add +3.3% | 3.01% | +0.02 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Add +4.9% | 3.27% | +0.01 |
| ANGL Vaneck Fallen Angel High YLD | Add +3.2% | 1.31% | −0.00 |
| IOO iShares Global 100 ETF | Add +0.0% | 0.14% | −0.01 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +0.2% | 0.27% | −0.01 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.8% | 0.20% | −0.02 |
| AMZN Amazon.com Inc. | Add +0.6% | 0.19% | −0.04 |
| GOOG Alphabet Inc. Class C | Add +0.5% | 0.14% | −0.04 |
| MSFT Microsoft Corp. | Add +0.6% | 0.44% | −0.07 |
| AAPL Apple Inc. | Add +0.2% | 0.42% | −0.07 |
| IJK iShares S&P Mid-Cap 400 Grow | Add +0.9% | 0.94% | −0.12 |
| IVV iShares Core S&P 500 ETF | Add +0.6% | 1.49% | −0.12 |
| QQQ Invesco QQQ Trust Series 1 | Add +10.3% | 11.33% | −0.31 |
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 |