Darrow Company, Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 27, 2026), Darrow Company, Inc. reported 59 stock positions worth $222.5 million. Its top holding was Invesco QQQ Trust Series 1 (QQQ) at 12.8% of the portfolio, followed by Vanguard Intermediate-Term B (BIV, 8.2%) and iShares MSCI USA Min Vol Fac (USMV, 7.4%). Compared with Q3 2025, it opened 6 new positions, added to 28 and reduced 13. The biggest buy was SS SPDR S&P 500 ETF Trust-US (SPY, shares +8%) and the biggest sale Vaneck Morningstar Wide Moat (MOAT, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- Needham, MA
- CIK
- 0001908169
- Portfolio Value
- $222.5M (Q4 2025)
- SEC Filing
- 0001172661-26-000333 ↗ filed Jan 27, 2026
Holdings Value
Holdings 59 stocks · $222.5M
| QQQ Invesco QQQ Trust Series 1 | 12.77% | 46,260 | $28.4M | Add +0.1% |
| BIV Vanguard Intermediate-Term B | 8.20% | 234,143 | $18.2M | Add +6.0% |
| USMV iShares MSCI USA Min Vol Fac | 7.40% | 174,806 | $16.5M | Add +1.4% |
| SPGP Invesco S&P 500 Garp ETF | 5.52% | 107,900 | $12.3M | Add +1.3% |
| BND Vanguard Total Bond Market | 4.72% | 141,876 | $10.5M | Add +0.1% |
| DGRW Wisdomtree U.S. Quality Divi | 4.63% | 115,166 | $10.3M | Add +0.5% |
| VONG Vanguard Russell 1000 Growth | 4.30% | 78,676 | $9.6M | Reduce -0.2% |
| SCHR Schwab Intermediate-Term US | 4.22% | 374,105 | $9.4M | Add +6.4% |
| HEFA Isha Curr Hedged MSCI Eafe | 4.13% | 222,307 | $9.2M | Reduce -0.8% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 3.48% | 284,406 | $7.7M | Reduce -0.3% |
| MOAT Vaneck Morningstar Wide Moat | 3.46% | 74,419 | $7.7M | Reduce -2.1% |
| IGIB iShares 5-10Y Inv Grade Corp. | 3.18% | 131,300 | $7.1M | Add +7.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 3.18% | 10,371 | $7.1M | Add +8.2% |
| VYM Vanguard High DVD Yield ETF | 3.09% | 47,884 | $6.9M | Reduce -0.0% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 2.73% | 75,397 | $6.1M | Reduce -0.7% |
| SPMO Invesco S&P 500 Momentum ETF | 2.64% | 49,206 | $5.9M | Add +3.7% |
| BSV Vanguard Short-Term Bond ETF | 2.60% | 73,410 | $5.8M | Add +2.6% |
| RSP Invesco S&P 500 Equal Weight | 2.37% | 27,516 | $5.3M | Reduce -2.1% |
| USTB Victoryshares Short-Term Bon | 2.30% | 100,443 | $5.1M | Add +12.7% |
| ANGL Vaneck Fallen Angel High YLD | 1.47% | 111,579 | $3.3M | Add +13.2% |
| IVV iShares Core S&P 500 ETF | 1.44% | 4,663 | $3.2M | Reduce -0.6% |
| IEMG iShares Core MSCI Emerging | 1.16% | 38,420 | $2.6M | Add +5.0% |
| VGT Vanguard Info Tech ETF | 1.14% | 3,363 | $2.5M | No change |
| IJK iShares S&P Mid-Cap 400 Grow | 0.87% | 20,080 | $1.9M | Add +0.0% |
| VOO Vanguard S&P 500 ETF | 0.85% | 3,003 | $1.9M | No change |
| VIG Vanguard Dividend Apprec ETF | 0.71% | 7,185 | $1.6M | No change |
| AAPL Apple Inc. | 0.54% | 4,391 | $1.2M | Add +11.4% |
| MSFT Microsoft Corp. | 0.49% | 2,269 | $1.1M | Add +0.7% |
| MDY State Street SPDR S&P Midcap | 0.46% | 1,683 | $1.0M | No change |
| SCHD Schwab US DVD Equity ETF | 0.40% | 32,829 | $900K | Add +0.5% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.37% | 9,937 | $820K | Add +0.0% |
| DFAI Dimensional International Co. | 0.34% | 19,654 | $749K | Reduce -8.2% |
| GOOGL Alphabet Inc. Class A | 0.32% | 2,280 | $714K | Add +15.7% |
| NEAR iShares SH Dba ETF Usd Inc. | 0.32% | 13,959 | $713K | Add +6.7% |
| VCR Vanguard Consumer Discre ETF | 0.31% | 1,742 | $686K | No change |
| NFLX Netflix Inc. | 0.28% | 6,580 | $617K | Add +9.5% |
| SCHF Schwab Intl Equity ETF | 0.25% | 22,815 | $548K | Add +29.1% |
| AMZN Amazon.com Inc. | 0.25% | 2,365 | $546K | Add +18.8% |
| GOOG Alphabet Inc. Class C | 0.24% | 1,705 | $535K | No change |
| SPYV SS SPDR P S&P 500 Value ETF | 0.23% | 9,093 | $517K | Reduce -4.3% |
| XLG Invesco S&P 500 Top 50 ETF | 0.22% | 8,436 | $500K | No change |
| VCIT Vanguard Int-Term Corporate | 0.22% | 5,764 | $483K | Add +0.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.20% | 1,314 | $441K | No change |
| VCSH Vanguard S/T Corp. Bond ETF | 0.20% | 5,521 | $440K | No change |
| BSX Boston Scientific Corp. | 0.19% | 4,392 | $419K | Add +0.2% |
| XOM Exxon Mobil Corp. | 0.18% | 3,393 | $408K | Add +0.3% |
| WMT Walmart Inc. | 0.16% | 3,104 | $346K | Add +8.8% |
| GSLC Goldman Activebeta US LC ETF | 0.12% | 2,045 | $271K | New |
| RTX RTX Corp. | 0.12% | 1,454 | $267K | No change |
| IYF iShares US Financials ETF | 0.12% | 2,054 | $265K | No change |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.12% | 1,845 | $261K | Reduce -6.3% |
| SCHX Schwab US Large-Cap ETF | 0.11% | 9,320 | $251K | New |
| IOO iShares Global 100 ETF | 0.11% | 1,915 | $243K | Reduce -1.2% |
| SHY iShares 1-3 Year Treasury Bo | 0.10% | 2,787 | $231K | New |
| IJH iShares Core S&P Midcap ETF | 0.10% | 3,478 | $230K | No change |
| V Visa Inc. Class A | 0.10% | 644 | $226K | New |
| META Meta Platforms Inc. Class A | 0.10% | 328 | $217K | Reduce -1.2% |
| HD Home Depot Inc. | 0.09% | 608 | $209K | New |
| NVDA Nvidia Corp. | 0.09% | 1,108 | $207K | New |
Portfolio Sells Q3 2025 → Q4 2025
| MOAT Vaneck Morningstar Wide Moat | Reduce -2.1% | 3.46% | −0.12 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Reduce -0.7% | 2.73% | −0.11 |
| VONG Vanguard Russell 1000 Growth | Reduce -0.2% | 4.30% | −0.11 |
| RSP Invesco S&P 500 Equal Weight | Reduce -2.1% | 2.37% | −0.11 |
| HEFA Isha Curr Hedged MSCI Eafe | Reduce -0.8% | 4.13% | −0.09 |
| VYM Vanguard High DVD Yield ETF | Reduce -0.0% | 3.09% | −0.04 |
| DFAI Dimensional International Co. | Reduce -8.2% | 0.34% | −0.03 |
| IVV iShares Core S&P 500 ETF | Reduce -0.6% | 1.44% | −0.03 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Reduce -0.3% | 3.48% | −0.02 |
| META Meta Platforms Inc. Class A | Reduce -1.2% | 0.10% | −0.02 |
| SPYV SS SPDR P S&P 500 Value ETF | Reduce -4.3% | 0.23% | −0.01 |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | Reduce -6.3% | 0.12% | −0.01 |
| IOO iShares Global 100 ETF | Reduce -1.2% | 0.11% | +0.00 |
Portfolio Buys Q3 2025 → Q4 2025
| SPY SS SPDR S&P 500 ETF Trust-US | Add +8.2% | 3.18% | +0.21 |
| USTB Victoryshares Short-Term Bon | Add +12.7% | 2.30% | +0.19 |
| ANGL Vaneck Fallen Angel High YLD | Add +13.2% | 1.47% | +0.12 |
| GSLC Goldman Activebeta US LC ETF | New | 0.12% | +0.12 |
| BIV Vanguard Intermediate-Term B | Add +6.0% | 8.20% | +0.12 |
| SCHX Schwab US Large-Cap ETF | New | 0.11% | +0.11 |
| SHY iShares 1-3 Year Treasury Bo | New | 0.10% | +0.10 |
| V Visa Inc. Class A | New | 0.10% | +0.10 |
| HD Home Depot Inc. | New | 0.09% | +0.09 |
| NVDA Nvidia Corp. | New | 0.09% | +0.09 |
| GOOGL Alphabet Inc. Class A | Add +15.7% | 0.32% | +0.09 |
| SCHR Schwab Intermediate-Term US | Add +6.4% | 4.22% | +0.08 |
| IGIB iShares 5-10Y Inv Grade Corp. | Add +7.0% | 3.18% | +0.08 |
| AAPL Apple Inc. | Add +11.4% | 0.54% | +0.06 |
| SCHF Schwab Intl Equity ETF | Add +29.1% | 0.25% | +0.05 |
| AMZN Amazon.com Inc. | Add +18.8% | 0.25% | +0.04 |
| IEMG iShares Core MSCI Emerging | Add +5.0% | 1.16% | +0.02 |
| WMT Walmart Inc. | Add +8.8% | 0.16% | +0.01 |
| NEAR iShares SH Dba ETF Usd Inc. | Add +6.7% | 0.32% | +0.01 |
| SPMO Invesco S&P 500 Momentum ETF | Add +3.7% | 2.64% | +0.01 |
| XOM Exxon Mobil Corp. | Add +0.3% | 0.18% | +0.00 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Add +0.0% | 0.37% | −0.00 |
| SCHD Schwab US DVD Equity ETF | Add +0.5% | 0.40% | −0.00 |
| VCIT Vanguard Int-Term Corporate | Add +0.3% | 0.22% | −0.01 |
| IJK iShares S&P Mid-Cap 400 Grow | Add +0.0% | 0.87% | −0.01 |
| BSX Boston Scientific Corp. | Add +0.2% | 0.19% | −0.02 |
| BSV Vanguard Short-Term Bond ETF | Add +2.6% | 2.60% | −0.03 |
| NFLX Netflix Inc. | Add +9.5% | 0.28% | −0.03 |
| MSFT Microsoft Corp. | Add +0.7% | 0.49% | −0.05 |
| SPGP Invesco S&P 500 Garp ETF | Add +1.3% | 5.52% | −0.09 |
| DGRW Wisdomtree U.S. Quality Divi | Add +0.5% | 4.63% | −0.11 |
| USMV iShares MSCI USA Min Vol Fac | Add +1.4% | 7.40% | −0.18 |
| BND Vanguard Total Bond Market | Add +0.1% | 4.72% | −0.22 |
| QQQ Invesco QQQ Trust Series 1 | Add +0.1% | 12.77% | −0.22 |
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 |