Darrow Company, Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 30, 2025), Darrow Company, Inc. reported 52 stock positions worth $197.5 million. Its top holding was Invesco QQQ Trust Series 1 (QQQ) at 12.6% of the portfolio, followed by Vanguard Intermediate-Term B (BIV, 8.3%) and iShares MSCI USA Min Vol Fac (USMV, 7.8%). Compared with Q1 2025, it opened 2 new positions, added to 22 and reduced 17. The biggest buy was Invesco QQQ Trust Series 1 (QQQ, shares +4%) and the biggest sale Vaneck Morningstar Wide Moat (MOAT, shares −7%).
- Most Recent 13F
- Q2 2026
- Location
- Needham, MA
- CIK
- 0001908169
- Portfolio Value
- $197.5M (Q2 2025)
- SEC Filing
- 0001172661-25-002790 ↗ filed Jul 30, 2025
Holdings Value
Holdings 52 stocks · $197.5M
| QQQ Invesco QQQ Trust Series 1 | 12.62% | 45,218 | $24.9M | Add +4.4% |
| BIV Vanguard Intermediate-Term B | 8.28% | 211,429 | $16.4M | Add +2.6% |
| USMV iShares MSCI USA Min Vol Fac | 7.81% | 164,325 | $15.4M | Add +2.6% |
| SPGP Invesco S&P 500 Garp ETF | 5.61% | 102,965 | $11.1M | Add +4.1% |
| BND Vanguard Total Bond Market | 5.00% | 134,238 | $9.9M | Add +3.7% |
| DGRW Wisdomtree U.S. Quality Divi | 4.57% | 107,728 | $9.0M | Add +10.3% |
| SCHR Schwab Intermediate-Term US | 4.33% | 341,775 | $8.6M | Add +0.0% |
| VONG Vanguard Russell 1000 Growth | 4.26% | 77,023 | $8.4M | Add +5.0% |
| HEFA Isha Curr Hedged MSCI Eafe | 3.90% | 203,112 | $7.7M | Add +11.1% |
| MOAT Vaneck Morningstar Wide Moat | 3.79% | 79,734 | $7.5M | Reduce -7.4% |
| VYM Vanguard High DVD Yield ETF | 3.32% | 49,189 | $6.6M | Reduce -2.0% |
| IGIB iShares 5-10Y Inv Grade Corp. | 3.21% | 119,005 | $6.3M | Add +4.1% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 3.17% | 255,428 | $6.3M | Add +2.6% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 3.13% | 76,663 | $6.2M | Reduce -0.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.80% | 8,962 | $5.5M | Add +35.8% |
| BSV Vanguard Short-Term Bond ETF | 2.80% | 70,199 | $5.5M | Add +1.7% |
| RSP Invesco S&P 500 Equal Weight | 2.63% | 28,546 | $5.2M | Reduce -0.9% |
| SPMO Invesco S&P 500 Momentum ETF | 2.60% | 45,666 | $5.1M | Add +8.7% |
| USTB Victoryshares Short-Term Bon | 2.07% | 80,578 | $4.1M | Add +2.9% |
| IVV iShares Core S&P 500 ETF | 1.48% | 4,721 | $2.9M | Reduce -0.6% |
| ANGL Vaneck Fallen Angel High YLD | 1.30% | 87,860 | $2.6M | Add +7.6% |
| IEMG iShares Core MSCI Emerging | 1.13% | 37,326 | $2.2M | Reduce -8.7% |
| VGT Vanguard Info Tech ETF | 1.12% | 3,363 | $2.2M | No change |
| IJK iShares S&P Mid-Cap 400 Grow | 0.93% | 20,252 | $1.8M | Add +0.0% |
| VOO Vanguard S&P 500 ETF | 0.86% | 3,003 | $1.7M | No change |
| VIG Vanguard Dividend Apprec ETF | 0.75% | 7,255 | $1.5M | No change |
| MSFT Microsoft Corp. | 0.53% | 2,106 | $1.0M | Reduce -0.2% |
| MDY State Street SPDR S&P Midcap | 0.50% | 1,729 | $980K | Reduce -0.1% |
| SCHD Schwab US DVD Equity ETF | 0.43% | 32,319 | $855K | Reduce -0.1% |
| NFLX Netflix Inc. | 0.40% | 594 | $795K | No change |
| AAPL Apple Inc. | 0.38% | 3,651 | $749K | Add +7.1% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.38% | 9,934 | $744K | Reduce -9.2% |
| DFAI Dimensional International Co. | 0.37% | 21,406 | $740K | No change |
| NEAR iShares SH Dba ETF Usd Inc. | 0.34% | 13,089 | $669K | Reduce -1.5% |
| VCR Vanguard Consumer Discre ETF | 0.32% | 1,742 | $635K | No change |
| SPYV SS SPDR P S&P 500 Value ETF | 0.25% | 9,470 | $493K | Add +0.3% |
| VCIT Vanguard Int-Term Corporate | 0.23% | 5,534 | $459K | Add +0.1% |
| XLG Invesco S&P 500 Top 50 ETF | 0.22% | 8,436 | $440K | No change |
| VCSH Vanguard S/T Corp. Bond ETF | 0.22% | 5,386 | $428K | Reduce -0.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.20% | 1,314 | $399K | Reduce -0.8% |
| AMZN Amazon.com Inc. | 0.20% | 1,805 | $396K | Reduce -0.6% |
| SCHF Schwab Intl Equity ETF | 0.20% | 17,675 | $391K | Reduce -0.1% |
| XOM Exxon Mobil Corp. | 0.18% | 3,308 | $357K | No change |
| GOOGL Alphabet Inc. Class A | 0.16% | 1,765 | $311K | No change |
| IOO iShares Global 100 ETF | 0.15% | 2,716 | $293K | Add +1.3% |
| GOOG Alphabet Inc. Class C | 0.15% | 1,620 | $287K | Reduce -0.5% |
| WMT Walmart Inc. | 0.14% | 2,754 | $269K | No change |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.13% | 1,960 | $257K | Add +0.2% |
| IYF iShares US Financials ETF | 0.13% | 2,054 | $249K | No change |
| IJH iShares Core S&P Midcap ETF | 0.11% | 3,478 | $216K | Reduce -2.6% |
| META Meta Platforms Inc. Class A | 0.11% | 289 | $213K | New |
| RTX RTX Corp. | 0.11% | 1,424 | $208K | New |
Portfolio Sells Q1 2025 → Q2 2025
| MOAT Vaneck Morningstar Wide Moat | Reduce -7.4% | 3.79% | −0.44 |
| VYM Vanguard High DVD Yield ETF | Reduce -2.0% | 3.32% | −0.29 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Reduce -0.3% | 3.13% | −0.25 |
| RSP Invesco S&P 500 Equal Weight | Reduce -0.9% | 2.63% | −0.16 |
| IEMG iShares Core MSCI Emerging | Reduce -8.7% | 1.13% | −0.10 |
| SCHD Schwab US DVD Equity ETF | Reduce -0.1% | 0.43% | −0.07 |
| NEAR iShares SH Dba ETF Usd Inc. | Reduce -1.5% | 0.34% | −0.04 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Reduce -9.2% | 0.38% | −0.04 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -0.0% | 0.22% | −0.02 |
| MDY State Street SPDR S&P Midcap | Reduce -0.1% | 0.50% | −0.02 |
| IJH iShares Core S&P Midcap ETF | Reduce -2.6% | 0.11% | −0.01 |
| IVV iShares Core S&P 500 ETF | Reduce -0.6% | 1.48% | −0.00 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.8% | 0.20% | −0.00 |
| SCHF Schwab Intl Equity ETF | Reduce -0.1% | 0.20% | +0.00 |
| GOOG Alphabet Inc. Class C | Reduce -0.5% | 0.15% | +0.00 |
| AMZN Amazon.com Inc. | Reduce -0.6% | 0.20% | +0.01 |
| MSFT Microsoft Corp. | Reduce -0.2% | 0.53% | +0.09 |
Portfolio Buys Q1 2025 → Q2 2025
| QQQ Invesco QQQ Trust Series 1 | Add +4.4% | 12.62% | +1.29 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +35.8% | 2.80% | +0.74 |
| VONG Vanguard Russell 1000 Growth | Add +5.0% | 4.26% | +0.46 |
| SPMO Invesco S&P 500 Momentum ETF | Add +8.7% | 2.60% | +0.43 |
| DGRW Wisdomtree U.S. Quality Divi | Add +10.3% | 4.57% | +0.22 |
| HEFA Isha Curr Hedged MSCI Eafe | Add +11.1% | 3.90% | +0.20 |
| META Meta Platforms Inc. Class A | New | 0.11% | +0.11 |
| RTX RTX Corp. | New | 0.11% | +0.11 |
| SPGP Invesco S&P 500 Garp ETF | Add +4.1% | 5.61% | +0.10 |
| IOO iShares Global 100 ETF | Add +1.3% | 0.15% | +0.00 |
| IJK iShares S&P Mid-Cap 400 Grow | Add +0.0% | 0.93% | −0.01 |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | Add +0.2% | 0.13% | −0.01 |
| ANGL Vaneck Fallen Angel High YLD | Add +7.6% | 1.30% | −0.01 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +0.3% | 0.25% | −0.02 |
| VCIT Vanguard Int-Term Corporate | Add +0.1% | 0.23% | −0.02 |
| AAPL Apple Inc. | Add +7.1% | 0.38% | −0.04 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Add +2.6% | 3.17% | −0.10 |
| IGIB iShares 5-10Y Inv Grade Corp. | Add +4.1% | 3.21% | −0.14 |
| USTB Victoryshares Short-Term Bon | Add +2.9% | 2.07% | −0.14 |
| BSV Vanguard Short-Term Bond ETF | Add +1.7% | 2.80% | −0.22 |
| BND Vanguard Total Bond Market | Add +3.7% | 5.00% | −0.30 |
| SCHR Schwab Intermediate-Term US | Add +0.0% | 4.33% | −0.41 |
| BIV Vanguard Intermediate-Term B | Add +2.6% | 8.28% | −0.52 |
| USMV iShares MSCI USA Min Vol Fac | Add +2.6% | 7.81% | −0.56 |
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 |