Darrow Company, Inc. — 13F Holdings & Portfolio
CIK 1908169 · latest 13F-HR filed 2026-07-29
Darrow Company, Inc. manages $258.1M in 13F-reported U.S. long-equity assets across 58 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are QQQ (12.96%), BIV (7.39%), USMV (6.74%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 4 new positions, exited 2, added to 34, and trimmed 5.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
SUITE 303
NEEDHAM, MA 02494
$258.1M
Long-equity book
58
Distinct positions
2026-06-30
Filed 2026-07-29
+4 / −2 / ↑34 / ↓5
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- INVESCO QQQ TR$6.5M +24.3%
- INVESCO EXCH TRADED FD TR II$2.1M +37.1%
- STATE STR SPDR S&P 500 ETF T$2.0M +19.8%
- INVESCO EXCHANGE TRADED FD T$1.7M +13.9%
- ISHARES TR$1.4M +14.4%
Top Trims
- NETFLIX INC.-$160.4K -25.1%
- EXXON MOBIL CORP-$111.6K -19.0%
- VANGUARD SCOTTSDALE FDS-$87.0K -16.3%
- VANGUARD SCOTTSDALE FDS-$84.4K -16.9%
- WALMART INC-$35.4K -9.0%
New Positions
- OKLO INC$12.2M
- META PLATFORMS INC$422.5K
- MICRON TECHNOLOGY INC$356.7K
- DELL TECHNOLOGIES INC$350.8K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | INVESCO QQQ TR | QQQ | 46090E103 | $33.4M | 12.96% | 45,458 | SH |
| 2 | VANGUARD BD INDEX FDS | BIV | 921937819 | $19.1M | 7.39% | 248,701 | SH |
| 3 | ISHARES TR | USMV | 46429B697 | $17.4M | 6.74% | 180,315 | SH |
| 4 | INVESCO EXCHANGE TRADED FD T | SPGP | 46137V431 | $13.9M | 5.40% | 113,925 | SH |
| 5 | OKLO INC | OKLO | 02156V109 | $12.2M | 4.72% | 232,670 | SH |
| 6 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $11.8M | 4.58% | 15,830 | SH |
| 7 | WISDOMTREE TR | DGRW | 97717X669 | $11.6M | 4.48% | 120,844 | SH |
| 8 | ISHARES TR | HEFA | 46434V803 | $10.8M | 4.20% | 231,145 | SH |
| 9 | VANGUARD BD INDEX FDS | BND | 921937835 | $10.4M | 4.03% | 141,630 | SH |
| 10 | VANGUARD SCOTTSDALE FDS | VONG | 92206C680 | $9.9M | 3.83% | 77,270 | SH |
| 11 | SCHWAB STRATEGIC TR | SCHR | 808524854 | $9.5M | 3.67% | 384,310 | SH |
| 12 | SCHWAB STRATEGIC TR | FNDX | 808524771 | $9.2M | 3.55% | 294,344 | SH |
| 13 | INVESCO EXCH TRADED FD TR II | SPMO | 46138E339 | $7.8M | 3.04% | 48,493 | SH |
| 14 | ISHARES TR | IGIB | 464288638 | $7.5M | 2.91% | 141,012 | SH |
| 15 | VANGUARD WHITEHALL FDS | VYM | 921946406 | $7.0M | 2.71% | 44,266 | SH |
| 16 | VANECK ETF TRUST | MOAT | 92189F643 | $6.7M | 2.58% | 64,077 | SH |
| 17 | VICTORY PORTFOLIOS II | USTB | 92647N535 | $6.0M | 2.32% | 118,115 | SH |
| 18 | INVESCO EXCHANGE TRADED FD T | RSP | 46137V357 | $5.8M | 2.25% | 27,343 | SH |
| 19 | VANGUARD BD INDEX FDS | BSV | 921937827 | $5.6M | 2.16% | 71,456 | SH |
| 20 | ISHARES TR | HYG | 464288513 | $5.5M | 2.14% | 68,944 | SH |
| 21 | VANECK ETF TRUST | ANGL | 92189F437 | $3.9M | 1.51% | 133,298 | SH |
| 22 | ISHARES TR | IVV | 464287200 | $3.2M | 1.25% | 4,323 | SH |
| 23 | VANGUARD WORLD FD | VGT | 92204A702 | $3.2M | 1.25% | 27,725 | SH |
| 24 | ISHARES INC | IEMG | 46434G103 | $2.8M | 1.09% | 33,894 | SH |
| 25 | ISHARES TR | IJK | 464287606 | $2.4M | 0.91% | 20,084 | SH |
| 26 | VANGUARD INDEX FDS | VOO | 922908363 | $2.0M | 0.79% | 3,003 | SH |
| 27 | VANGUARD SPECIALIZED FUNDS | VIG | 921908844 | $1.7M | 0.66% | 7,185 | SH |
| 28 | APPLE INC | AAPL | 037833100 | $1.4M | 0.53% | 4,758 | SH |
| 29 | STATE STR SPDR S&P MIDCAP 40 | MDY | 78467Y107 | $1.2M | 0.46% | 1,684 | SH |
| 30 | AMAZON COM INC | AMZN | 023135106 | $1.1M | 0.43% | 4,637 | SH |
| 31 | SCHWAB STRATEGIC TR | SCHD | 808524797 | $977.0K | 0.38% | 30,703 | SH |
| 32 | SPDR SERIES TRUST | SPTM | 78464A805 | $933.1K | 0.36% | 10,278 | SH |
| 33 | MICROSOFT CORP | MSFT | 594918104 | $905.7K | 0.35% | 2,428 | SH |
| 34 | ALPHABET INC | GOOGL | 02079K305 | $892.4K | 0.35% | 2,497 | SH |
| 35 | DIMENSIONAL ETF TRUST | DFAI | 25434V203 | $810.7K | 0.31% | 19,654 | SH |
| 36 | ISHARES U S ETF TR | NEAR | 46431W507 | $708.0K | 0.27% | 13,975 | SH |
| 37 | VANGUARD WORLD FD | VCR | 92204A108 | $688.5K | 0.27% | 1,742 | SH |
| 38 | SCHWAB STRATEGIC TR | SCHF | 808524805 | $632.0K | 0.24% | 22,815 | SH |
| 39 | ALPHABET INC | GOOG | 02079K107 | $617.9K | 0.24% | 1,749 | SH |
| 40 | INVESCO EXCHANGE TRADED FD T | XLG | 46137V233 | $516.6K | 0.20% | 8,436 | SH |
| 41 | VANGUARD INDEX FDS | VTI | 922908769 | $486.4K | 0.19% | 1,314 | SH |
| 42 | NETFLIX INC. | NFLX | 64110L106 | $479.5K | 0.19% | 6,715 | SH |
| 43 | SPDR SERIES TRUST | SPYV | 78464A508 | $478.1K | 0.19% | 7,864 | SH |
| 44 | EXXON MOBIL CORP | XOM | 30231G102 | $474.3K | 0.18% | 3,469 | SH |
| 45 | VANGUARD SCOTTSDALE FDS | VCIT | 92206C870 | $446.1K | 0.17% | 5,397 | SH |
| 46 | META PLATFORMS INC | META | 30303M102 | $422.5K | 0.16% | 750 | SH |
| 47 | VANGUARD SCOTTSDALE FDS | VCSH | 92206C409 | $414.8K | 0.16% | 5,249 | SH |
| 48 | WALMART INC | WMT | 931142103 | $357.2K | 0.14% | 3,154 | SH |
| 49 | MICRON TECHNOLOGY INC | MU | 595112103 | $356.7K | 0.14% | 309 | SH |
| 50 | DELL TECHNOLOGIES INC | DELL | 24703L202 | $350.8K | 0.14% | 813 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-07-29 | $258.1M | 58 | 0001172661-26-002930 |
| 2026-03-31 | 2026-04-20 | $222.1M | 56 | 0001172661-26-001511 |
| 2025-12-31 | 2026-01-27 | $222.5M | 59 | 0001172661-26-000333 |