Darrow Company, Inc.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 28, 2025), Darrow Company, Inc. reported 53 stock positions worth $215.5 million. Its top holding was Invesco QQQ Trust Series 1 (QQQ) at 13.0% of the portfolio, followed by Vanguard Intermediate-Term B (BIV, 8.1%) and iShares MSCI USA Min Vol Fac (USMV, 7.6%). Compared with Q2 2025, it opened 1 new position, added to 31 and reduced 10. The biggest buy was Invesco QQQ Trust Series 1 (QQQ, shares +2%) and the biggest sale Ishr Ibx Usd Hiyld CB ETF-Ui (HYG, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- Needham, MA
- CIK
- 0001908169
- Portfolio Value
- $215.5M (Q3 2025)
- SEC Filing
- 0001172661-25-004447 ↗ filed Oct 28, 2025
Holdings Value
Holdings 53 stocks · $215.5M
| QQQ Invesco QQQ Trust Series 1 | 13.00% | 46,219 | $28.0M | Add +2.2% |
| BIV Vanguard Intermediate-Term B | 8.08% | 220,809 | $17.4M | Add +4.4% |
| USMV iShares MSCI USA Min Vol Fac | 7.58% | 172,423 | $16.3M | Add +4.9% |
| SPGP Invesco S&P 500 Garp ETF | 5.62% | 106,512 | $12.1M | Add +3.4% |
| BND Vanguard Total Bond Market | 4.94% | 141,756 | $10.6M | Add +5.6% |
| DGRW Wisdomtree U.S. Quality Divi | 4.74% | 114,633 | $10.2M | Add +6.4% |
| VONG Vanguard Russell 1000 Growth | 4.41% | 78,862 | $9.5M | Add +2.4% |
| HEFA Isha Curr Hedged MSCI Eafe | 4.22% | 224,070 | $9.1M | Add +10.3% |
| SCHR Schwab Intermediate-Term US | 4.13% | 351,528 | $8.9M | Add +2.9% |
| MOAT Vaneck Morningstar Wide Moat | 3.58% | 76,002 | $7.7M | Reduce -4.7% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 3.50% | 285,378 | $7.5M | Add +11.7% |
| VYM Vanguard High DVD Yield ETF | 3.12% | 47,887 | $6.7M | Reduce -2.6% |
| IGIB iShares 5-10Y Inv Grade Corp. | 3.10% | 122,664 | $6.7M | Add +3.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.97% | 9,582 | $6.4M | Add +6.9% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 2.84% | 75,930 | $6.1M | Reduce -1.0% |
| SPMO Invesco S&P 500 Momentum ETF | 2.63% | 47,453 | $5.7M | Add +3.9% |
| BSV Vanguard Short-Term Bond ETF | 2.63% | 71,551 | $5.7M | Add +1.9% |
| RSP Invesco S&P 500 Equal Weight | 2.48% | 28,122 | $5.3M | Reduce -1.5% |
| USTB Victoryshares Short-Term Bon | 2.11% | 89,157 | $4.5M | Add +10.7% |
| IVV iShares Core S&P 500 ETF | 1.46% | 4,693 | $3.1M | Reduce -0.6% |
| ANGL Vaneck Fallen Angel High YLD | 1.35% | 98,590 | $2.9M | Add +12.2% |
| VGT Vanguard Info Tech ETF | 1.19% | 3,363 | $2.6M | No change |
| IEMG iShares Core MSCI Emerging | 1.14% | 36,603 | $2.5M | Reduce -1.9% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.88% | 20,079 | $1.9M | Reduce -0.8% |
| VOO Vanguard S&P 500 ETF | 0.86% | 3,003 | $1.9M | No change |
| VIG Vanguard Dividend Apprec ETF | 0.72% | 7,185 | $1.6M | Reduce -1.0% |
| MSFT Microsoft Corp. | 0.54% | 2,254 | $1.2M | Add +7.0% |
| AAPL Apple Inc. | 0.47% | 3,941 | $1.0M | Add +7.9% |
| MDY State Street SPDR S&P Midcap | 0.46% | 1,683 | $996K | Reduce -2.7% |
| SCHD Schwab US DVD Equity ETF | 0.41% | 32,653 | $883K | Add +1.0% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.37% | 9,934 | $803K | No change |
| DFAI Dimensional International Co. | 0.36% | 21,406 | $783K | No change |
| VCR Vanguard Consumer Discre ETF | 0.32% | 1,742 | $688K | No change |
| NEAR iShares SH Dba ETF Usd Inc. | 0.31% | 13,089 | $672K | No change |
| NFLX Netflix Inc. | 0.31% | 601 | $671K | Add +1.2% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.25% | 9,500 | $532K | Add +0.3% |
| GOOGL Alphabet Inc. Class A | 0.23% | 1,970 | $496K | Add +11.6% |
| XLG Invesco S&P 500 Top 50 ETF | 0.23% | 8,436 | $487K | No change |
| VCIT Vanguard Int-Term Corporate | 0.23% | 5,746 | $487K | Add +3.8% |
| BSX Boston Scientific Corp. | 0.21% | 4,382 | $455K | New |
| VCSH Vanguard S/T Corp. Bond ETF | 0.21% | 5,521 | $442K | Add +2.5% |
| AMZN Amazon.com Inc. | 0.20% | 1,990 | $434K | Add +10.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.20% | 1,314 | $432K | No change |
| GOOG Alphabet Inc. Class C | 0.20% | 1,705 | $431K | Add +5.3% |
| SCHF Schwab Intl Equity ETF | 0.19% | 17,675 | $418K | No change |
| XOM Exxon Mobil Corp. | 0.18% | 3,383 | $388K | Add +2.3% |
| WMT Walmart Inc. | 0.14% | 2,854 | $306K | Add +3.6% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.13% | 1,970 | $273K | Add +0.5% |
| RTX RTX Corp. | 0.12% | 1,454 | $259K | Add +2.1% |
| IYF iShares US Financials ETF | 0.12% | 2,054 | $250K | No change |
| META Meta Platforms Inc. Class A | 0.11% | 332 | $243K | Add +14.9% |
| IOO iShares Global 100 ETF | 0.11% | 1,938 | $234K | Reduce -28.6% |
| IJH iShares Core S&P Midcap ETF | 0.10% | 3,478 | $225K | No change |
Portfolio Sells Q2 2025 → Q3 2025
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Reduce -1.0% | 2.84% | −0.29 |
| MOAT Vaneck Morningstar Wide Moat | Reduce -4.7% | 3.58% | −0.20 |
| VYM Vanguard High DVD Yield ETF | Reduce -2.6% | 3.12% | −0.20 |
| RSP Invesco S&P 500 Equal Weight | Reduce -1.5% | 2.48% | −0.15 |
| IJK iShares S&P Mid-Cap 400 Grow | Reduce -0.8% | 0.88% | −0.05 |
| IOO iShares Global 100 ETF | Reduce -28.6% | 0.11% | −0.04 |
| MDY State Street SPDR S&P Midcap | Reduce -2.7% | 0.46% | −0.03 |
| VIG Vanguard Dividend Apprec ETF | Reduce -1.0% | 0.72% | −0.03 |
| IVV iShares Core S&P 500 ETF | Reduce -0.6% | 1.46% | −0.02 |
| IEMG iShares Core MSCI Emerging | Reduce -1.9% | 1.14% | +0.00 |
Portfolio Buys Q2 2025 → Q3 2025
| QQQ Invesco QQQ Trust Series 1 | Add +2.2% | 13.00% | +0.37 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Add +11.7% | 3.50% | +0.33 |
| HEFA Isha Curr Hedged MSCI Eafe | Add +10.3% | 4.22% | +0.32 |
| BSX Boston Scientific Corp. | New | 0.21% | +0.21 |
| DGRW Wisdomtree U.S. Quality Divi | Add +6.4% | 4.74% | +0.17 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +6.9% | 2.97% | +0.17 |
| VONG Vanguard Russell 1000 Growth | Add +2.4% | 4.41% | +0.16 |
| AAPL Apple Inc. | Add +7.9% | 0.47% | +0.09 |
| GOOGL Alphabet Inc. Class A | Add +11.6% | 0.23% | +0.07 |
| GOOG Alphabet Inc. Class C | Add +5.3% | 0.20% | +0.05 |
| ANGL Vaneck Fallen Angel High YLD | Add +12.2% | 1.35% | +0.05 |
| USTB Victoryshares Short-Term Bon | Add +10.7% | 2.11% | +0.04 |
| SPMO Invesco S&P 500 Momentum ETF | Add +3.9% | 2.63% | +0.03 |
| RTX RTX Corp. | Add +2.1% | 0.12% | +0.01 |
| MSFT Microsoft Corp. | Add +7.0% | 0.54% | +0.01 |
| WMT Walmart Inc. | Add +3.6% | 0.14% | +0.01 |
| META Meta Platforms Inc. Class A | Add +14.9% | 0.11% | +0.01 |
| SPGP Invesco S&P 500 Garp ETF | Add +3.4% | 5.62% | +0.00 |
| AMZN Amazon.com Inc. | Add +10.3% | 0.20% | +0.00 |
| XOM Exxon Mobil Corp. | Add +2.3% | 0.18% | −0.00 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +0.3% | 0.25% | −0.00 |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | Add +0.5% | 0.13% | −0.00 |
| VCIT Vanguard Int-Term Corporate | Add +3.8% | 0.23% | −0.01 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +2.5% | 0.21% | −0.01 |
| SCHD Schwab US DVD Equity ETF | Add +1.0% | 0.41% | −0.02 |
| BND Vanguard Total Bond Market | Add +5.6% | 4.94% | −0.07 |
| NFLX Netflix Inc. | Add +1.2% | 0.31% | −0.09 |
| IGIB iShares 5-10Y Inv Grade Corp. | Add +3.1% | 3.10% | −0.11 |
| BSV Vanguard Short-Term Bond ETF | Add +1.9% | 2.63% | −0.17 |
| SCHR Schwab Intermediate-Term US | Add +2.9% | 4.13% | −0.20 |
| BIV Vanguard Intermediate-Term B | Add +4.4% | 8.08% | −0.20 |
| USMV iShares MSCI USA Min Vol Fac | Add +4.9% | 7.58% | −0.23 |
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 |