Darrow Company, Inc.
Reported holdings as of Q2 2026, from 19 quarterly filings.
Holdings
| Security | Ticker | Value | Shares | Weight | Weight change | Held | Change |
|---|---|---|---|---|---|---|---|
| INVESCO QQQ TR | QQQ | $33.4M | 45,458 | +0.85pp | 19q | -2.7%-$926.0K | |
| VANGUARD BD INDEX FDS | BIV | $19.1M | 248,701 | -1.03pp | 19q | +2.6%+$483.2K | |
| ISHARES TR | USMV | $17.4M | 180,315 | -0.76pp | 19q | HELD | |
| INVESCO EXCHANGE TRADED FD T | SPGP | $13.9M | 113,925 | -0.11pp | 11q | HELD | |
| OKLO INC | OKLO | $12.2M | 232,670 | - | new | NEW | |
| STATE STR SPDR S&P 500 ETF T | SPY | $11.8M | 15,830 | +0.14pp | 15q | +4.3%+$490.6K | |
| WISDOMTREE TR | DGRW | $11.6M | 120,844 | -0.28pp | 11q | HELD | |
| ISHARES TR | HEFA | $10.8M | 231,145 | -0.07pp | 10q | +3.6%+$372.7K | |
| VANGUARD BD INDEX FDS | BND | $10.4M | 141,630 | -0.65pp | 19q | HELD | |
| VANGUARD SCOTTSDALE FDS | VONG | $9.9M | 77,270 | -0.09pp | 6q | -2.6%-$265.3K | |
| SCHWAB STRATEGIC TR | SCHR | $9.5M | 384,310 | -0.56pp | 11q | +1.8%+$166.3K | |
| SCHWAB STRATEGIC TR | FNDX | $9.2M | 294,344 | -0.12pp | 13q | HELD | |
| INVESCO EXCH TRADED FD TR II | SPMO | $7.8M | 48,493 | +0.46pp | 6q | -4.9%-$400.8K | |
| ISHARES TR | IGIB | $7.5M | 141,012 | -0.25pp | 11q | +6.9%+$483.2K | |
| VANGUARD WHITEHALL FDS | VYM | $7.0M | 44,266 | -0.40pp | 19q | -5.1%-$372.5K | |
| VANECK ETF TRUST | MOAT | $6.7M | 64,077 | -0.47pp | 19q | -8.7%-$631.0K | |
| VICTORY PORTFOLIOS II | USTB | $6.0M | 118,115 | -0.28pp | 15q | +3.7%+$214.2K | |
| INVESCO EXCHANGE TRADED FD T | RSP | $5.8M | 27,343 | -0.12pp | 19q | -0.5%-$30.0K | |
| VANGUARD BD INDEX FDS | BSV | $5.6M | 71,456 | -0.39pp | 19q | -0.9%-$50.6K | |
| ISHARES TR | HYG | $5.5M | 68,944 | -0.43pp | 19q | -4.0%-$228.2K | |
| VANECK ETF TRUST | ANGL | $3.9M | 133,298 | -0.12pp | 10q | +5.8%+$215.2K | |
| ISHARES TR | IVV | $3.2M | 4,323 | -0.10pp | 19q | -6.4%-$223.1K | |
| VANGUARD WORLD FD | VGT | $3.2M | 27,725 | +0.24pp | 10q | +724.4%+$2.8M | |
| ISHARES INC | IEMG | $2.8M | 33,894 | -0.02pp | 19q | -4.1%-$120.7K | |
| ISHARES TR | IJK | $2.4M | 20,084 | flat | 19q | HELD | |
| VANGUARD INDEX FDS | VOO | $2.0M | 3,003 | +0.01pp | 10q | HELD | |
| VANGUARD SPECIALIZED FUNDS | VIG | $1.7M | 7,185 | -0.04pp | 19q | HELD | |
| APPLE INC | AAPL | $1.4M | 4,758 | +0.01pp | 11q | +3.6%+$48.3K | |
| STATE STR SPDR S&P MIDCAP 40 | MDY | $1.2M | 1,684 | -0.01pp | 19q | HELD | |
| AMAZON COM INC | AMZN | $1.1M | 4,637 | +0.19pp | 11q | +85.6%+$509.6K | |
| SCHWAB STRATEGIC TR | SCHD | $977.0K | 30,703 | -0.04pp | 17q | HELD | |
| SPDR SERIES TRUST | SPTM | $933.1K | 10,278 | flat | 15q | +0.9%+$7.9K | |
| MICROSOFT CORP | MSFT | $905.7K | 2,428 | -0.05pp | 11q | +2.0%+$17.9K | |
| ALPHABET INC | GOOGL | $892.4K | 2,497 | +0.03pp | 10q | +3.6%+$31.1K | |
| DIMENSIONAL ETF TRUST | DFAI | $810.7K | 19,654 | -0.03pp | 15q | HELD | |
| ISHARES U S ETF TR | NEAR | $708.0K | 13,975 | -0.05pp | 19q | HELD | |
| VANGUARD WORLD FD | VCR | $688.5K | 1,742 | -0.01pp | 10q | HELD | |
| SCHWAB STRATEGIC TR | SCHF | $632.0K | 22,815 | -0.01pp | 19q | HELD | |
| ALPHABET INC | GOOG | $617.9K | 1,749 | +0.02pp | 10q | +2.6%+$15.5K | |
| INVESCO EXCHANGE TRADED FD T | XLG | $516.6K | 8,436 | -0.01pp | 19q | HELD | |
| VANGUARD INDEX FDS | VTI | $486.4K | 1,314 | flat | 11q | HELD | |
| NETFLIX INC | NFLX | $479.5K | 6,715 | -0.10pp | 10q | +0.9%+$4.3K | |
| SPDR SERIES TRUST | SPYV | $478.1K | 7,864 | -0.01pp | 10q | HELD | |
| EXXON MOBIL CORP | XOMXXXX | $474.3K | 3,469 | -0.08pp | 19q | HELD | |
| VANGUARD SCOTTSDALE FDS | VCIT | $446.1K | 5,397 | -0.07pp | 11q | -16.2%-$86.3K | |
| META PLATFORMS INC | META | $422.5K | 750 | - | new | NEW | |
| VANGUARD SCOTTSDALE FDS | VCSH | $414.8K | 5,249 | -0.06pp | 7q | -16.6%-$82.8K | |
| WALMART INC | WMT | $357.2K | 3,154 | -0.04pp | 8q | HELD | |
| MICRON TECHNOLOGY INC | MU | $356.7K | 309 | - | new | NEW | |
| DELL TECHNOLOGIES INC | DELL | $350.8K | 813 | - | new | NEW | |
| NVIDIA CORPORATION | NVDA | $343.0K | 1,714 | +0.02pp | 3q | +22.2%+$62.2K | |
| VANGUARD WORLD FD | MGV | $303.0K | 1,851 | flat | 10q | HELD | |
| RTX CORPORATION | RTX | $284.2K | 1,498 | -0.02pp | 5q | +1.6%+$4.6K | |
| ISHARES TR | SHY | $266.4K | 3,244 | -0.01pp | 3q | +2.9%+$7.6K | |
| ISHARES TR | IYF | $261.9K | 2,054 | -0.01pp | 8q | HELD | |
| ISHARES TR | IJH | $246.4K | 3,195 | -0.01pp | 11q | -8.1%-$21.8K | |
| VISA INC | V | $235.7K | 687 | flat | 3q | +1.9%+$4.5K | |
| HOME DEPOT INC | HD | $225.4K | 639 | -0.01pp | 3q | HELD |
By sector
Industry comes from the SIC code on each company's own SEC filings, which is self-reported and sometimes out of date. Derivative exposure is counted with the shares. Securities the SEC assigns no industry - funds, trusts, foreign issues - are shown as not classified rather than dropped.
| Sector | Value | Share |
|---|---|---|
| Funds & ETFs | $46.4M | 18.0% |
| Utilities | $12.2M | 4.7% |
| Other sectors | $8.0M | 3.1% |
| Not classified | $191.5M | 74.2% |
Quarter by quarter
| Quarter | Value | Positions | New | Added | Trimmed | Exited | Top 10 | Days to file |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | $258.1M | 58 | 4 | 19 | 13 | 2 | 58.3% | 29 |
| Q1 2026 | $222.1M | 56 | 0 | 27 | 8 | 3 | 59.8% | 20 |
| Q4 2025 | $222.5M | 59 | 6 | 20 | 10 | 0 | 59.4% | 27 |
| Q3 2025 | $215.5M | 53 | 1 | 30 | 10 | 0 | 60.3% | 28 |
| Q2 2025 | $197.5M | 52 | 2 | 17 | 10 | 0 | 60.2% | 30 |
| Q1 2025 | $179.3M | 50 | 2 | 21 | 9 | 0 | 60.1% | 42 |
| Q4 2024 | $172.5M | 48 | 1 | 20 | 7 | 3 | 65.8% | 28 |
| Q3 2024 | $172.0M | 50 | 5 | 16 | 9 | 0 | 65.5% | 10 |
| Q2 2024 | $153.7M | 45 | 1 | 9 | 8 | 1 | 67.2% | 23 |
| Q1 2024 | $152.8M | 45 | 10 | 13 | 13 | 3 | 67.6% | 31 |
| Q4 2023 | $130.2M | 38 | 11 | 9 | 12 | 2 | 76.4% | 33 |
| Q3 2023 | $114.1M | 29 | 0 | 5 | 13 | 0 | 81.8% | 30 |
| Q2 2023 | $119.9M | 29 | 1 | 12 | 6 | 1 | 82.8% | 19 |
| Q1 2023 | $107.3M | 29 | 1 | 13 | 11 | 4 | 83.6% | 34 |
| Q4 2022 | $101.5M | 32 | 6 | 6 | 16 | 1 | 79.5% | 24 |
| Q3 2022 | $95.4M | 27 | 3 | 1 | 11 | 53 | 81.2% | 34 |
| Q2 2022 | $101.1M | 77 | 53 | 11 | 3 | 0 | 84.9% | 21 |
| Q1 2022 | $108.2M | 24 | 0 | 10 | 8 | 2 | 87.6% | 21 |
| Q4 2021 | $113.4M | 26 | 0 | 0 | 0 | 0 | 85.3% | 33 |
Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.
Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.
Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.