Q3 2026 13F · SEC CIK 1908169

Darrow Company, Inc.

Wealth managerFiled 2026-10-22 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $250.3M
Reported positions: 58
Top holdings a year, 3 yrs: +12.7%
Assets under management: $392.4M

Darrow Company, Inc. is a wealth manager that reported 58 positions worth $250.3M in its Q3 2026 13F, filed 2026-10-22. Its largest holdings were Invesco Qqq Tr (QQQ, 13.3%), Vanguard Bd Index Fds (BIV, 7.8%), Ishares Tr (USMV, 7.2%). A portfolio copying its top holdings returned 12.7% a year over the last 3 years, against 22.3% for the S&P 500.

Darrow Company, Inc. holdings largest 50 of 58 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Darrow Company, Inc. 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
QQQInvesco Qqq Tr	13.3%	13.0%	45,119	-0.7%	$33.4M
BIVVanguard Bd Index Fds	7.8%	7.4%	268,074	+7.8%	$19.5M
USMVIshares Tr	7.2%	6.7%	184,583	+2.4%	$18.0M
SPGPInvesco Exchange Traded Fd T	5.5%	5.4%	115,725	+1.6%	$13.8M
SPYState Str Spdr S&p 500 ETF T	5.0%	4.6%	16,285	+2.9%	$12.4M
DGRWWisdomtree Tr	4.8%	4.5%	124,511	+3.0%	$12.1M
HEFAIshares Tr	4.4%	4.2%	235,654	+2.0%	$10.9M
BNDVanguard Bd Index Fds	4.2%	4.0%	148,670	+5.0%	$10.4M
VONGVanguard Scottsdale Fds	4.0%	3.8%	78,128	+1.1%	$10.1M
SCHRSchwab Strategic Tr	3.8%	3.7%	406,321	+5.7%	$9.6M
FNDXSchwab Strategic Tr	3.7%	3.5%	295,963	+0.6%	$9.3M
IGIBIshares Tr	3.0%	2.9%	149,837	+6.3%	$7.5M
SPMOInvesco Exch Traded Fd Tr II	2.9%	3.0%	48,081	-0.8%	$7.3M
VYMVanguard Whitehall Fds	2.7%	2.7%	43,680	-1.3%	$6.8M
USTBVictoryshares Short	2.6%	2.3%	130,688	+10.6%	$6.5M
MOATVaneck Morningstar Wide Moat ETF	2.6%	2.6%	60,849	-5.0%	$6.4M
BSVVanguard Bd Index Fds	2.3%	2.2%	75,921	+6.2%	$5.8M
RSPInvesco Exchange Traded Fd T	2.3%	2.3%	27,215	-0.5%	$5.7M
HYGIshares Tr	2.1%	2.1%	68,724	-0.3%	$5.3M
ANGLVaneck ETF Trust	1.7%	1.5%	149,772	+12.4%	$4.2M
VGTVanguard World Fd	1.4%	1.3%	27,725	+0.0%	$3.5M
IVVIshares Tr	1.3%	1.3%	4,322	-0.0%	$3.3M
IEMGIshares Inc	1.1%	1.1%	33,524	-1.1%	$2.7M
IJKIshares S&p Mid Cap 400 Growth	0.9%	0.9%	20,088	+0.0%	$2.2M
VOOVanguard Index Fds	0.8%	0.8%	3,003	+0.0%	$2.1M
AAPLApple Inc	0.8%	0.5%	6,221	+30.7%	$2.1M
VIGVanguard Specialized Funds	0.7%	0.7%	7,199	+0.2%	$1.7M
MSFTMicrosoft Corp	0.6%	0.4%	2,798	+15.2%	$1.4M
AMZNAmazon Com Inc	0.5%	0.4%	4,717	+1.7%	$1.2M
MDYState Str Spdr S&p Midcap 40	0.4%	0.5%	1,683	-0.1%	$1.1M
SCHDSchwab Strategic Tr	0.4%	0.4%	30,708	+0.0%	$1.0M
SPTMSpdr Series Trust	0.4%	0.4%	10,548	+2.6%	$971K
GOOGLAlphabet Inc	0.3%	0.3%	2,497	+0.0%	$859K
DFAIDimensional ETF Trust	0.3%	0.3%	19,654	+0.0%	$814K
NEARIshares U S ETF Tr	0.3%	0.3%	16,213	+16.0%	$808K
METAMeta Platforms Inc	0.3%	0.2%	924	+23.2%	$670K
VCRVanguard Consumer Discretionary ETF	0.3%	0.3%	1,742	+0.0%	$637K
SCHFSchwab Strategic Tr	0.3%	0.2%	22,874	+0.3%	$628K
GOOGAlphabet Inc	0.2%	0.2%	1,748	-0.1%	$596K
XOMExxonmobil Holdings Corp	0.2%	—	3,434	—	$559K
XLGInvesco Exchange Traded Fd T	0.2%	0.2%	8,436	+0.0%	$537K
VTIVanguard Index Fds	0.2%	0.2%	1,365	+3.9%	$511K
SPYVState Street Spdr Portfolio S&p 500 Valu	0.2%	0.2%	7,885	+0.3%	$484K
NFLXNetflix Inc.	0.2%	0.2%	6,700	-0.2%	$466K
VCITVanguard Scottsdale Fds	0.2%	0.2%	5,699	+5.6%	$446K
NVDANvidia Corporation	0.2%	—	1,937	—	$442K
DELLDell Technologies Inc	0.2%	0.1%	817	+0.5%	$440K
VCSHVanguard Scottsdale Fds	0.2%	0.2%	5,517	+5.1%	$426K
MUMicron Technology Inc	0.1%	0.1%	309	+0.0%	$329K
WMTWalmart Inc	0.1%	0.1%	3,154	+0.0%	$328K

What Darrow Company, Inc. bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

Reduced

MOAT Vaneck Morningstar Wide Moat ETF-5.0% shares

Left the top 50

OKLO Oklo Incwas 4.7%
XOM Exxon Mobil Corpwas 0.2%

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +3.9% /yr; S&P 500 +11.7%
3 years: +12.7% /yr; S&P 500 +22.3%
5 years: +5.6% /yr; S&P 500 +11.9%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$250.3M	58
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

Questions about Darrow Company, Inc.'s portfolio

What stocks does Darrow Company, Inc. own?

Darrow Company, Inc.'s latest 13F, for Q3 2026 and filed Oct 22, 2026, lists 58 positions worth $250.3M. The largest are Invesco Qqq Tr (QQQ) at 13.3%, Vanguard Bd Index Fds (BIV) at 7.8%, Ishares Tr (USMV) at 7.2%, Invesco Exchange Traded Fd T (SPGP) at 5.5% and State Str Spdr S&p 500 ETF T (SPY) at 5.0%.

What did Darrow Company, Inc. buy last quarter?

In Q3 2026, Darrow Company, Inc. added Apple Inc (AAPL) (+30.7% shares), Meta Platforms Inc (META) (+23.2% shares) and Ishares U S ETF Tr (NEAR) (+16.0% shares), compared with its Q2 2026 filing.

What did Darrow Company, Inc. sell last quarter?

In Q3 2026, Darrow Company, Inc. cut from its top 50 Oklo Inc (OKLO), cut from its top 50 Exxon Mobil Corp (XOM) and Vaneck Morningstar Wide Moat ETF (MOAT) (-5.0% shares), compared with its Q2 2026 filing.

How has Darrow Company, Inc.'s portfolio performed?

A portfolio copying Darrow Company, Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +12.7% a year over the last 3 years, against +22.3% for the S&P 500. Over 1 year: +3.9% against +11.7%. Over 5 years: +5.6% a year against +11.9%.

When is Darrow Company, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Darrow Company, Inc.'s filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Darrow Company, Inc. manage?

Darrow Company, Inc. reported $392.4M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $250.3M.