# Darrow Company, Inc.

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1908169. Source: https://holderbook.com/funds/1908169-darrow-company-inc/

- Reported value: $258.1M
- Positions: 58
- Weight of the ten largest: 58.3%
- Filed: 2026-07-29

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $33.4M | 45,458 | 13.0% | 19 |
| VANGUARD BD INDEX FDS | [BIV](https://holderbook.com/stocks/BIV/) | $19.1M | 248,701 | 7.4% | 19 |
| ISHARES TR | [USMV](https://holderbook.com/stocks/USMV/) | $17.4M | 180,315 | 6.7% | 19 |
| INVESCO EXCHANGE TRADED FD T | [SPGP](https://holderbook.com/stocks/SPGP/) | $13.9M | 113,925 | 5.4% | 11 |
| OKLO INC | [OKLO](https://holderbook.com/stocks/OKLO/) | $12.2M | 232,670 | 4.7% | 1 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $11.8M | 15,830 | 4.6% | 15 |
| WISDOMTREE TR | [DGRW](https://holderbook.com/stocks/DGRW/) | $11.6M | 120,844 | 4.5% | 11 |
| ISHARES TR | [HEFA](https://holderbook.com/stocks/HEFA/) | $10.8M | 231,145 | 4.2% | 10 |
| VANGUARD BD INDEX FDS | [BND](https://holderbook.com/stocks/BND/) | $10.4M | 141,630 | 4.0% | 19 |
| VANGUARD SCOTTSDALE FDS | [VONG](https://holderbook.com/stocks/VONG/) | $9.9M | 77,270 | 3.8% | 6 |
| SCHWAB STRATEGIC TR | [SCHR](https://holderbook.com/stocks/SCHR/) | $9.5M | 384,310 | 3.7% | 11 |
| SCHWAB STRATEGIC TR | [FNDX](https://holderbook.com/stocks/FNDX/) | $9.2M | 294,344 | 3.5% | 13 |
| INVESCO EXCH TRADED FD TR II | [SPMO](https://holderbook.com/stocks/SPMO/) | $7.8M | 48,493 | 3.0% | 6 |
| ISHARES TR | [IGIB](https://holderbook.com/stocks/IGIB/) | $7.5M | 141,012 | 2.9% | 11 |
| VANGUARD WHITEHALL FDS | [VYM](https://holderbook.com/stocks/VYM/) | $7.0M | 44,266 | 2.7% | 19 |
| VANECK ETF TRUST | [MOAT](https://holderbook.com/stocks/MOAT/) | $6.7M | 64,077 | 2.6% | 19 |
| VICTORY PORTFOLIOS II | [USTB](https://holderbook.com/stocks/USTB/) | $6.0M | 118,115 | 2.3% | 15 |
| INVESCO EXCHANGE TRADED FD T | [RSP](https://holderbook.com/stocks/RSP/) | $5.8M | 27,343 | 2.3% | 19 |
| VANGUARD BD INDEX FDS | [BSV](https://holderbook.com/stocks/BSV/) | $5.6M | 71,456 | 2.2% | 19 |
| ISHARES TR | [HYG](https://holderbook.com/stocks/HYG/) | $5.5M | 68,944 | 2.1% | 19 |
| VANECK ETF TRUST | [ANGL](https://holderbook.com/stocks/ANGL/) | $3.9M | 133,298 | 1.5% | 10 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $3.2M | 4,323 | 1.3% | 19 |
| VANGUARD WORLD FD | [VGT](https://holderbook.com/stocks/VGT/) | $3.2M | 27,725 | 1.3% | 10 |
| ISHARES INC | [IEMG](https://holderbook.com/stocks/IEMG/) | $2.8M | 33,894 | 1.1% | 19 |
| ISHARES TR | [IJK](https://holderbook.com/stocks/IJK/) | $2.4M | 20,084 | 0.9% | 19 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $2.0M | 3,003 | 0.8% | 10 |
| VANGUARD SPECIALIZED FUNDS | [VIG](https://holderbook.com/stocks/VIG/) | $1.7M | 7,185 | 0.7% | 19 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $1.4M | 4,758 | 0.5% | 11 |
| STATE STR SPDR S&P MIDCAP 40 | [MDY](https://holderbook.com/stocks/MDY/) | $1.2M | 1,684 | 0.5% | 19 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $1.1M | 4,637 | 0.4% | 11 |
| SCHWAB STRATEGIC TR | [SCHD](https://holderbook.com/stocks/SCHD/) | $977.0K | 30,703 | 0.4% | 17 |
| SPDR SERIES TRUST | [SPTM](https://holderbook.com/stocks/SPTM/) | $933.1K | 10,278 | 0.4% | 15 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $905.7K | 2,428 | 0.4% | 11 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $892.4K | 2,497 | 0.3% | 10 |
| DIMENSIONAL ETF TRUST | [DFAI](https://holderbook.com/stocks/DFAI/) | $810.7K | 19,654 | 0.3% | 15 |
| ISHARES U S ETF TR | [NEAR](https://holderbook.com/stocks/NEAR/) | $708.0K | 13,975 | 0.3% | 19 |
| VANGUARD WORLD FD | [VCR](https://holderbook.com/stocks/VCR/) | $688.5K | 1,742 | 0.3% | 10 |
| SCHWAB STRATEGIC TR | [SCHF](https://holderbook.com/stocks/SCHF/) | $632.0K | 22,815 | 0.2% | 19 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $617.9K | 1,749 | 0.2% | 10 |
| INVESCO EXCHANGE TRADED FD T | [XLG](https://holderbook.com/stocks/XLG/) | $516.6K | 8,436 | 0.2% | 19 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $486.4K | 1,314 | 0.2% | 11 |
| NETFLIX INC | [NFLX](https://holderbook.com/stocks/NFLX/) | $479.5K | 6,715 | 0.2% | 10 |
| SPDR SERIES TRUST | [SPYV](https://holderbook.com/stocks/SPYV/) | $478.1K | 7,864 | 0.2% | 10 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $474.3K | 3,469 | 0.2% | 19 |
| VANGUARD SCOTTSDALE FDS | [VCIT](https://holderbook.com/stocks/VCIT/) | $446.1K | 5,397 | 0.2% | 11 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $422.5K | 750 | 0.2% | 1 |
| VANGUARD SCOTTSDALE FDS | [VCSH](https://holderbook.com/stocks/VCSH/) | $414.8K | 5,249 | 0.2% | 7 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $357.2K | 3,154 | 0.1% | 8 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $356.7K | 309 | 0.1% | 1 |
| DELL TECHNOLOGIES INC | [DELL](https://holderbook.com/stocks/DELL/) | $350.8K | 813 | 0.1% | 1 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $343.0K | 1,714 | 0.1% | 3 |
| VANGUARD WORLD FD | [MGV](https://holderbook.com/stocks/MGV/) | $303.0K | 1,851 | 0.1% | 10 |
| RTX CORPORATION | [RTX](https://holderbook.com/stocks/RTX/) | $284.2K | 1,498 | 0.1% | 5 |
| ISHARES TR | [SHY](https://holderbook.com/stocks/SHY/) | $266.4K | 3,244 | 0.1% | 3 |
| ISHARES TR | [IYF](https://holderbook.com/stocks/IYF/) | $261.9K | 2,054 | 0.1% | 8 |
| ISHARES TR | [IJH](https://holderbook.com/stocks/IJH/) | $246.4K | 3,195 | 0.1% | 11 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $235.7K | 687 | 0.1% | 3 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $225.4K | 639 | 0.1% | 3 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +10.3% | +14.8% | -4.5% | 100% |
| Q1 2026 | -2.6% | -4.6% | +2.1% | 100% |
| Q4 2025 | +1.0% | +2.4% | -1.3% | 100% |
| Q3 2025 | +4.8% | +7.8% | -3.0% | 100% |
| Q2 2025 | +6.4% | +10.5% | -4.0% | 100% |
| Q1 2025 | -1.3% | -4.6% | +3.2% | 100% |
| Q4 2024 | +0.3% | +2.1% | -1.8% | 100% |
| Q3 2024 | +5.4% | +5.4% | -0.0% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $258.1M | 58 |
| Q1 2026 | $222.1M | 56 |
| Q4 2025 | $222.5M | 59 |
| Q3 2025 | $215.5M | 53 |
| Q2 2025 | $197.5M | 52 |
| Q1 2025 | $179.3M | 50 |
| Q4 2024 | $172.5M | 48 |
| Q3 2024 | $172.0M | 50 |
| Q2 2024 | $153.7M | 45 |
| Q1 2024 | $152.8M | 45 |
| Q4 2023 | $130.2M | 38 |
| Q3 2023 | $114.1M | 29 |