Darrow Company, Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 20, 2026), Darrow Company, Inc. reported 56 stock positions worth $222.1 million. Its top holding was Invesco QQQ Trust Series 1 (QQQ) at 12.1% of the portfolio, followed by Vanguard Intermediate-Term B (BIV, 8.4%) and iShares MSCI USA Min Vol Fac (USMV, 7.5%). Compared with Q4 2025, it sold out of 3, added to 32 and reduced 10. The biggest buy was SS SPDR S&P 500 ETF Trust-US (SPY, shares +46%) and the biggest sale Vaneck Morningstar Wide Moat (MOAT, shares −6%).
- Most Recent 13F
- Q2 2026
- Location
- Needham, MA
- CIK
- 0001908169
- Portfolio Value
- $222.1M (Q1 2026)
- SEC Filing
- 0001172661-26-001511 ↗ filed Apr 20, 2026
Holdings Value
Holdings 56 stocks · $222.1M
| QQQ Invesco QQQ Trust Series 1 | 12.11% | 46,717 | $26.9M | Add +1.0% |
| BIV Vanguard Intermediate-Term B | 8.42% | 242,401 | $18.7M | Add +3.5% |
| USMV iShares MSCI USA Min Vol Fac | 7.50% | 179,532 | $16.6M | Add +2.7% |
| SPGP Invesco S&P 500 Garp ETF | 5.51% | 113,671 | $12.2M | Add +5.3% |
| DGRW Wisdomtree U.S. Quality Divi | 4.76% | 120,485 | $10.6M | Add +4.6% |
| BND Vanguard Total Bond Market | 4.68% | 141,244 | $10.4M | Reduce -0.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 4.44% | 15,173 | $9.9M | Add +46.3% |
| HEFA Isha Curr Hedged MSCI Eafe | 4.27% | 223,202 | $9.5M | Add +0.4% |
| SCHR Schwab Intermediate-Term US | 4.23% | 377,569 | $9.4M | Add +0.9% |
| VONG Vanguard Russell 1000 Growth | 3.92% | 79,346 | $8.7M | Add +0.8% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 3.67% | 293,128 | $8.1M | Add +3.1% |
| IGIB iShares 5-10Y Inv Grade Corp. | 3.16% | 131,930 | $7.0M | Add +0.5% |
| VYM Vanguard High DVD Yield ETF | 3.11% | 46,623 | $6.9M | Reduce -2.6% |
| MOAT Vaneck Morningstar Wide Moat | 3.05% | 70,147 | $6.8M | Reduce -5.7% |
| USTB Victoryshares Short-Term Bon | 2.59% | 113,884 | $5.8M | Add +13.4% |
| SPMO Invesco S&P 500 Momentum ETF | 2.57% | 50,974 | $5.7M | Add +3.6% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 2.57% | 71,798 | $5.7M | Reduce -4.8% |
| BSV Vanguard Short-Term Bond ETF | 2.55% | 72,106 | $5.7M | Reduce -1.8% |
| RSP Invesco S&P 500 Equal Weight | 2.37% | 27,484 | $5.3M | Reduce -0.1% |
| ANGL Vaneck Fallen Angel High YLD | 1.63% | 125,940 | $3.6M | Add +12.9% |
| IVV iShares Core S&P 500 ETF | 1.36% | 4,621 | $3.0M | Reduce -0.9% |
| IEMG iShares Core MSCI Emerging | 1.11% | 35,351 | $2.5M | Reduce -8.0% |
| VGT Vanguard Info Tech ETF | 1.01% | 3,363 | $2.2M | No change |
| IJK iShares S&P Mid-Cap 400 Grow | 0.91% | 20,082 | $2.0M | Add +0.0% |
| VOO Vanguard S&P 500 ETF | 0.79% | 3,003 | $1.7M | No change |
| VIG Vanguard Dividend Apprec ETF | 0.70% | 7,185 | $1.5M | No change |
| AAPL Apple Inc. | 0.52% | 4,591 | $1.2M | Add +4.5% |
| MDY State Street SPDR S&P Midcap | 0.47% | 1,683 | $1.0M | No change |
| SCHD Schwab US DVD Equity ETF | 0.42% | 30,582 | $935K | Reduce -6.8% |
| MSFT Microsoft Corp. | 0.40% | 2,380 | $881K | Add +4.9% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.36% | 10,191 | $806K | Add +2.6% |
| DFAI Dimensional International Co. | 0.34% | 19,654 | $766K | No change |
| NEAR iShares SH Dba ETF Usd Inc. | 0.32% | 13,965 | $710K | Add +0.0% |
| GOOGL Alphabet Inc. Class A | 0.31% | 2,410 | $693K | Add +5.7% |
| NFLX Netflix Inc. | 0.29% | 6,655 | $640K | Add +1.1% |
| VCR Vanguard Consumer Discre ETF | 0.27% | 1,742 | $606K | No change |
| XOM Exxon Mobil Corp. | 0.26% | 3,453 | $586K | Add +1.8% |
| SCHF Schwab Intl Equity ETF | 0.25% | 22,815 | $565K | No change |
| VCIT Vanguard Int-Term Corporate | 0.24% | 6,441 | $533K | Add +11.8% |
| AMZN Amazon.com Inc. | 0.23% | 2,499 | $520K | Add +5.7% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.22% | 6,297 | $499K | Add +14.1% |
| GOOG Alphabet Inc. Class C | 0.22% | 1,705 | $489K | No change |
| XLG Invesco S&P 500 Top 50 ETF | 0.21% | 8,436 | $460K | No change |
| SPYV SS SPDR P S&P 500 Value ETF | 0.20% | 7,841 | $436K | Reduce -13.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.19% | 1,314 | $422K | No change |
| WMT Walmart Inc. | 0.18% | 3,159 | $393K | Add +1.8% |
| RTX RTX Corp. | 0.13% | 1,474 | $284K | Add +1.4% |
| BSX Boston Scientific Corp. | 0.12% | 4,412 | $277K | Add +0.5% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.12% | 1,845 | $263K | No change |
| SHY iShares 1-3 Year Treasury Bo | 0.12% | 3,152 | $260K | Add +13.1% |
| NVDA Nvidia Corp. | 0.11% | 1,403 | $245K | Add +26.6% |
| IYF iShares US Financials ETF | 0.11% | 2,054 | $242K | No change |
| IJH iShares Core S&P Midcap ETF | 0.11% | 3,478 | $235K | No change |
| IOO iShares Global 100 ETF | 0.10% | 1,915 | $232K | No change |
| HD Home Depot Inc. | 0.09% | 638 | $210K | Add +4.9% |
| V Visa Inc. Class A | 0.09% | 674 | $204K | Add +4.7% |
Portfolio Sells Q4 2025 → Q1 2026
| MOAT Vaneck Morningstar Wide Moat | Reduce -5.7% | 3.05% | −0.41 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Reduce -4.8% | 2.57% | −0.16 |
| GSLC Goldman Activebeta US LC ETF | Sold out | 0.00% | −0.12 |
| SCHX Schwab US Large-Cap ETF | Sold out | 0.00% | −0.11 |
| META Meta Platforms Inc. Class A | Sold out | 0.00% | −0.10 |
| IVV iShares Core S&P 500 ETF | Reduce -0.9% | 1.36% | −0.08 |
| BSV Vanguard Short-Term Bond ETF | Reduce -1.8% | 2.55% | −0.06 |
| IEMG iShares Core MSCI Emerging | Reduce -8.0% | 1.11% | −0.05 |
| BND Vanguard Total Bond Market | Reduce -0.5% | 4.68% | −0.04 |
| SPYV SS SPDR P S&P 500 Value ETF | Reduce -13.8% | 0.20% | −0.04 |
| RSP Invesco S&P 500 Equal Weight | Reduce -0.1% | 2.37% | +0.01 |
| SCHD Schwab US DVD Equity ETF | Reduce -6.8% | 0.42% | +0.02 |
| VYM Vanguard High DVD Yield ETF | Reduce -2.6% | 3.11% | +0.02 |
Portfolio Buys Q4 2025 → Q1 2026
| SPY SS SPDR S&P 500 ETF Trust-US | Add +46.3% | 4.44% | +1.26 |
| USTB Victoryshares Short-Term Bon | Add +13.4% | 2.59% | +0.30 |
| BIV Vanguard Intermediate-Term B | Add +3.5% | 8.42% | +0.23 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Add +3.1% | 3.67% | +0.19 |
| ANGL Vaneck Fallen Angel High YLD | Add +12.9% | 1.63% | +0.15 |
| HEFA Isha Curr Hedged MSCI Eafe | Add +0.4% | 4.27% | +0.14 |
| DGRW Wisdomtree U.S. Quality Divi | Add +4.6% | 4.76% | +0.13 |
| USMV iShares MSCI USA Min Vol Fac | Add +2.7% | 7.50% | +0.10 |
| XOM Exxon Mobil Corp. | Add +1.8% | 0.26% | +0.08 |
| IJK iShares S&P Mid-Cap 400 Grow | Add +0.0% | 0.91% | +0.04 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +14.1% | 0.22% | +0.03 |
| VCIT Vanguard Int-Term Corporate | Add +11.8% | 0.24% | +0.02 |
| WMT Walmart Inc. | Add +1.8% | 0.18% | +0.02 |
| NVDA Nvidia Corp. | Add +26.6% | 0.11% | +0.02 |
| SCHR Schwab Intermediate-Term US | Add +0.9% | 4.23% | +0.02 |
| SHY iShares 1-3 Year Treasury Bo | Add +13.1% | 0.12% | +0.01 |
| NFLX Netflix Inc. | Add +1.1% | 0.29% | +0.01 |
| RTX RTX Corp. | Add +1.4% | 0.13% | +0.01 |
| HD Home Depot Inc. | Add +4.9% | 0.09% | +0.00 |
| NEAR iShares SH Dba ETF Usd Inc. | Add +0.0% | 0.32% | −0.00 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Add +2.6% | 0.36% | −0.01 |
| GOOGL Alphabet Inc. Class A | Add +5.7% | 0.31% | −0.01 |
| V Visa Inc. Class A | Add +4.7% | 0.09% | −0.01 |
| AMZN Amazon.com Inc. | Add +5.7% | 0.23% | −0.01 |
| AAPL Apple Inc. | Add +4.5% | 0.52% | −0.01 |
| SPGP Invesco S&P 500 Garp ETF | Add +5.3% | 5.51% | −0.01 |
| IGIB iShares 5-10Y Inv Grade Corp. | Add +0.5% | 3.16% | −0.02 |
| BSX Boston Scientific Corp. | Add +0.5% | 0.12% | −0.06 |
| SPMO Invesco S&P 500 Momentum ETF | Add +3.6% | 2.57% | −0.07 |
| MSFT Microsoft Corp. | Add +4.9% | 0.40% | −0.10 |
| VONG Vanguard Russell 1000 Growth | Add +0.8% | 3.92% | −0.39 |
| QQQ Invesco QQQ Trust Series 1 | Add +1.0% | 12.11% | −0.66 |
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 |