Farrow Financial, Inc. — 13F Holdings & Portfolio

CIK 2010644 · latest 13F-HR filed 2026-08-04

Farrow Financial, Inc. manages $187.3M in 13F-reported U.S. long-equity assets across 55 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are SUSA (7.64%), ITOT (7.06%), IVLU (6.29%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 3 new positions, exited 1, added to 29, and trimmed 7.

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.

Filer Information
Address
1 KENNEDY DRIVE SUITE U8
SOUTH BURLINGTON, VT 05403
Phone
(802) 728-4287
Filing Manager
Farrow Financial, Inc.
SOUTH BURLINGTON, VT
Signatory
Jody White
President
Loading holdings…
AUM

$187.3M

Long-equity book

Holdings

55

Distinct positions

Period

2026-06-30

Filed 2026-08-04

Q/Q Activity

+3 / −1 / ↑29 / ↓7

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • SCHWAB STRATEGIC TR$1.7M +30.4%
  • ISHARES TR$1.4M +11.1%
  • PLEXUS CORP$1.4M +50.9%
  • SCHWAB STRATEGIC TR$1.3M +31.8%
  • ALPHABET INC$907.2K +24.1%
Show all 29

Top Trims

  • ISHARES TR-$1.8M -22.1%
  • TRIMBLE INC-$558.0K -22.2%
  • CANADIAN NAT RES LTD MED TER-$470.4K -14.0%
  • NRG ENERGY INC-$310.0K -9.9%
  • CONSOLIDATED WATER CO INC-$262.2K -9.4%
Show all 7

New Positions

  • INTEL CORP$335.1K
  • BROADCOM INC$213.4K
  • CATERPILLAR INC$213.0K
Show all 3

Exited Positions

  • VANGUARD INDEX FDS$1.8M
Show all 1
All Holdings

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 ISHARES TR SUSA 464288802 $14.3M 7.64% 92,788 SH
2 ISHARES TR ITOT 464287150 $13.2M 7.06% 80,562 SH
3 ISHARES TR IVLU 46435G409 $11.8M 6.29% 281,766 SH
4 VANECK ETF TRUST MOAT 92189F643 $9.9M 5.27% 94,997 SH
5 ISHARES TR ICSH 46434V878 $8.4M 4.50% 166,704 SH
6 APPLE INC AAPL 037833100 $7.7M 4.10% 26,514 SH
7 SCHWAB STRATEGIC TR SCHO 808524862 $7.3M 3.89% 301,665 SH
8 ISHARES TR SGOV 46436E718 $6.3M 3.37% 62,624 SH
9 ISHARES TR HDV 46429B663 $5.4M 2.91% 198,603 SH
10 AMPLIFY ETF TR DIVO 032108409 $5.4M 2.87% 117,539 SH
11 SCHWAB STRATEGIC TR SCHR 808524854 $5.3M 2.85% 216,288 SH
12 ISHARES TR PFF 464288687 $5.2M 2.80% 171,879 SH
13 NVIDIA CORPORATION NVDA 67066G104 $5.0M 2.67% 25,042 SH
14 ALPHABET INC GOOGL 02079K305 $4.7M 2.49% 13,074 SH
15 MASTEC INC MTZ 576323109 $4.4M 2.34% 10,516 SH
16 PLEXUS CORP PLXS 729132100 $4.2M 2.26% 14,076 SH
17 SCHWAB STRATEGIC TR SCHY 808524672 $4.0M 2.14% 126,377 SH
18 CISCO SYS INC CSCO 17275R102 $3.7M 1.99% 31,658 SH
19 INVESCO QQQ TR QQQ 46090E103 $3.5M 1.85% 4,713 SH
20 CANADIAN NATL RY CO CNI 136375102 $3.0M 1.59% 24,976 SH
21 MICROSOFT CORP MSFT 594918104 $3.0M 1.59% 7,981 SH
22 SCHWAB STRATEGIC TR SCHB 808524102 $2.9M 1.56% 101,066 SH
23 CANADIAN NAT RES LTD MED TER CNQ 136385101 $2.9M 1.55% 73,449 SH
24 QUEST DIAGNOSTICS INC DGX 74834L100 $2.8M 1.52% 13,420 SH
25 BADGER METER INC BMI 056525108 $2.8M 1.51% 19,072 SH
26 NRG ENERGY INC NRG 629377508 $2.8M 1.50% 19,242 SH
27 NEXTERA ENERGY INC NEE 65339F101 $2.7M 1.46% 31,091 SH
28 JPMORGAN CHASE & CO JPM 46625H100 $2.7M 1.44% 8,252 SH
29 GLOBAL X FDS BUG 37954Y384 $2.7M 1.42% 69,862 SH
30 ELI LILLY & CO LLY 532457108 $2.6M 1.40% 2,184 SH
31 LINCOLN ELEC HLDGS INC LECO 533900106 $2.6M 1.39% 9,822 SH
32 CONSOLIDATED WATER CO INC CWCO G23773107 $2.5M 1.36% 86,052 SH
33 VULCAN MATLS CO VMC 929160109 $2.5M 1.35% 8,582 SH
34 FIRST TR EXCHANGE-TRADED FD FIW 33733B100 $2.5M 1.35% 23,072 SH
35 COSTCO WHOLESALE CORPORATION COST 22160K105 $2.4M 1.29% 2,581 SH
36 BLACKROCK INC BLK 09290D101 $2.2M 1.18% 2,300 SH
37 TRIMBLE INC TRMB 896239100 $2.0M 1.04% 38,143 SH
38 BERKSHIRE HATHAWAY INC DEL BRK.A 084670108 $1.5M 0.80% 2 SH
39 CRISPR THERAPEUTICS AG CRSP H17182108 $1.1M 0.57% 19,643 SH
40 SPDR SERIES TRUST SPYX 78468R796 $938.1K 0.50% 15,354 SH
41 PROCTER & GAMBLE CO PG 742718109 $878.2K 0.47% 5,989 SH
42 ILLINOIS TOOL WKS INC ITW 452308109 $793.3K 0.42% 2,933 SH
43 ISHARES TR AGG 464287226 $747.5K 0.40% 7,552 SH
44 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $564.6K 0.30% 756 SH
45 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $479.4K 0.26% 958 SH
46 ISHARES TR IEFA 46432F842 $408.1K 0.22% 4,225 SH
47 GLOBAL X FDS CPTL 37954Y731 $394.6K 0.21% 8,400 SH
48 SPDR SERIES TRUST BIL 78468R663 $384.5K 0.21% 4,196 SH
49 INTEL CORP INTC 458140100 $335.1K 0.18% 2,400 SH
50 REGIONS FINANCIAL CORP NEW RF 7591EP100 $302.0K 0.16% 10,000 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-04 $187.3M 55 0002010644-26-000003
2026-03-31 2026-05-01 $176.1M 53 0002010644-26-000002
2025-12-31 2026-01-27 $174.0M 53 0002010644-26-000001