Darrow Company, Inc. Long-Term Concentrated

Name: Darrow Company, Inc. Q2 2026 13F Filing | 13F Explorer
Creator: Darrow Company, Inc.
Published: 2026-07-29

Location: Needham, MA

CIK: 0001908169 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Jul 29, 2026

Total Value: $258M (100.0% shares, 0.0% debt)

Holdings (58)

New Positions (4)

OKLO OKLO INC 4.7%

Value $12.18M Shares 232,670 Est. Cost $52.33 Unrealized —

META META PLATFORMS INC 0.2%

Value $422K Shares 750 Est. Cost $563.29 Unrealized —

MU MICRON TECHNOLOGY INC 0.1%

Value $357K Shares 309 Est. Cost $1154.29 Unrealized —

DELL DELL TECHNOLOGIES INC 0.1%

Value $351K Shares 813 Est. Cost $431.46 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
OKLO	OKLO INC	232,670	$12.18M	4.7%	$52.33	—	COM CL A	02156V109
META	META PLATFORMS INC	750	$422K	0.2%	$563.29	—	CL A	30303M102
MU	MICRON TECHNOLOGY INC	309	$357K	0.1%	$1154.29	—	COM	595112103
DELL	DELL TECHNOLOGIES INC	813	$351K	0.1%	$431.46	—	CL C	24703L202

Increased Positions (17)

SPY STATE STR SPDR S&P 500 ETF T 4.6%

Value $11.82M (+19.8%) Shares 15,830 (+4.3%) Est. Cost $592.13 Unrealized —

HEFA ISHARES TR 4.2%

Value $10.85M (+14.4%) Shares 231,145 (+3.6%) Est. Cost $36.29 Unrealized —

VGT VANGUARD WORLD FD 1.3%

Value $3.232M (+43.7%) Shares 27,725 (+724.4%) Est. Cost $166.05 Unrealized —

AMZN AMAZON COM INC 0.4%

Value $1.105M (+112.3%) Shares 4,637 (+85.6%) Est. Cost $198.55 Unrealized —

IGIB ISHARES TR 2.9%

Value $7.502M (+6.9%) Shares 141,012 (+6.9%) Est. Cost $52.20 Unrealized —

BIV VANGUARD BD INDEX FDS 7.4%

Value $19.08M (+2.0%) Shares 248,701 (+2.6%) Est. Cost $81.47 Unrealized —

ANGL VANECK ETF TRUST 1.5%

Value $3.898M (+7.9%) Shares 133,298 (+5.8%) Est. Cost $29.05 Unrealized —

USTB VICTORY PORTFOLIOS II 2.3%

Value $5.979M (+3.8%) Shares 118,115 (+3.7%) Est. Cost $50.13 Unrealized —

AAPL APPLE INC 0.5%

Value $1.377M (+18.2%) Shares 4,758 (+3.6%) Est. Cost $205.90 Unrealized —

GOOGL ALPHABET INC 0.3%

Value $892K (+28.8%) Shares 2,497 (+3.6%) Est. Cost $182.27 Unrealized —

GOOG ALPHABET INC 0.2%

Value $618K (+26.3%) Shares 1,749 (+2.6%) Est. Cost $151.79 Unrealized —

NVDA NVIDIA CORPORATION 0.1%

Value $343K (+40.2%) Shares 1,714 (+22.2%) Est. Cost $188.75 Unrealized —

SCHR SCHWAB STRATEGIC TR 3.7%

Value $9.479M (+0.8%) Shares 384,310 (+1.8%) Est. Cost $34.62 Unrealized —

V VISA INC 0.1%

Value $236K (+15.7%) Shares 687 (+1.9%) Est. Cost $339.94 Unrealized —

MSFT MICROSOFT CORP 0.4%

Value $906K (+2.8%) Shares 2,428 (+2.0%) Est. Cost $364.37 Unrealized —

SHY ISHARES TR 0.1%

Value $266K (+2.3%) Shares 3,244 (+2.9%) Est. Cost $82.77 Unrealized —

RTX RTX CORPORATION 0.1%

Value $284K (-0.0%) Shares 1,498 (+1.6%) Est. Cost $134.00 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
SPY	STATE STR SPDR S&P 500 ETF T	15,830 (+4.3%)	$11.82M (+19.8%)	4.6%	$592.13	—	TR UNIT	78462F103
HEFA	ISHARES TR	231,145 (+3.6%)	$10.85M (+14.4%)	4.2%	$36.29	—	HDG MSCI EAFE	46434V803
VGT	VANGUARD WORLD FD	27,725 (+724.4%)	$3.232M (+43.7%)	1.3%	$166.05	—	INF TECH ETF	92204A702
AMZN	AMAZON COM INC	4,637 (+85.6%)	$1.105M (+112.3%)	0.4%	$198.55	—	COM	023135106
IGIB	ISHARES TR	141,012 (+6.9%)	$7.502M (+6.9%)	2.9%	$52.20	—	ISHS 5-10YR INVT	464288638
BIV	VANGUARD BD INDEX FDS	248,701 (+2.6%)	$19.08M (+2.0%)	7.4%	$81.47	—	INTERMED TERM	921937819
ANGL	VANECK ETF TRUST	133,298 (+5.8%)	$3.898M (+7.9%)	1.5%	$29.05	—	FALLEN ANGEL HG	92189F437
USTB	VICTORY PORTFOLIOS II	118,115 (+3.7%)	$5.979M (+3.8%)	2.3%	$50.13	—	SHORT TRM BD ETF	92647N535
AAPL	APPLE INC	4,758 (+3.6%)	$1.377M (+18.2%)	0.5%	$205.90	—	COM	037833100
GOOGL	ALPHABET INC	2,497 (+3.6%)	$892K (+28.8%)	0.3%	$182.27	—	CAP STK CL A	02079K305
GOOG	ALPHABET INC	1,749 (+2.6%)	$618K (+26.3%)	0.2%	$151.79	—	CAP STK CL C	02079K107
NVDA	NVIDIA CORPORATION	1,714 (+22.2%)	$343K (+40.2%)	0.1%	$188.75	—	COM	67066G104
SCHR	SCHWAB STRATEGIC TR	384,310 (+1.8%)	$9.479M (+0.8%)	3.7%	$34.62	—	INT-TRM U.S TRES	808524854
V	VISA INC	687 (+1.9%)	$236K (+15.7%)	0.1%	$339.94	—	COM CL A	92826C839
MSFT	MICROSOFT CORP	2,428 (+2.0%)	$906K (+2.8%)	0.4%	$364.37	—	COM	594918104
SHY	ISHARES TR	3,244 (+2.9%)	$266K (+2.3%)	0.1%	$82.77	—	1 3 YR TREAS BD	464287457
RTX	RTX CORPORATION	1,498 (+1.6%)	$284K (-0.0%)	0.1%	$134.00	—	COM	75513E101

Exited Positions (2)

BSX BOSTON SCIENTIFIC CORP 0.1%

Value $277K Shares 4,412 Est. Cost $103.56 Unrealized —

IOO ISHARES TR 0.1%

Value $232K Shares 1,915 Est. Cost $97.76 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
BSX	BOSTON SCIENTIFIC CORP	4,412	$277K	0.1%	$103.56	—	—	101137107
IOO	ISHARES TR	1,915	$232K	0.1%	$97.76	—	—	464287572

Decreased Positions (11)

QQQ INVESCO QQQ TR 13.0%

Value $33.43M (+24.3%) Shares 45,458 (-2.7%) Est. Cost $413.79 Unrealized —

SPMO INVESCO EXCH TRADED FD TR II 3.0%

Value $7.834M (+37.1%) Shares 48,493 (-4.9%) Est. Cost $96.50 Unrealized —

VONG VANGUARD SCOTTSDALE FDS 3.8%

Value $9.876M (+13.5%) Shares 77,270 (-2.6%) Est. Cost $94.21 Unrealized —

IEMG ISHARES INC 1.1%

Value $2.808M (+13.9%) Shares 33,894 (-4.1%) Est. Cost $58.96 Unrealized —

IVV ISHARES TR 1.3%

Value $3.237M (+7.2%) Shares 4,323 (-6.4%) Est. Cost $456.65 Unrealized —

HYG ISHARES TR 2.1%

Value $5.513M (-3.5%) Shares 68,944 (-4.0%) Est. Cost $84.16 Unrealized —

MOAT VANECK ETF TRUST 2.6%

Value $6.661M (-1.8%) Shares 64,077 (-8.7%) Est. Cost $77.11 Unrealized —

VYM VANGUARD WHITEHALL FDS 2.7%

Value $6.995M (+1.3%) Shares 44,266 (-5.1%) Est. Cost $111.80 Unrealized —

VCIT VANGUARD SCOTTSDALE FDS 0.2%

Value $446K (-16.3%) Shares 5,397 (-16.2%) Est. Cost $81.60 Unrealized —

VCSH VANGUARD SCOTTSDALE FDS 0.2%

Value $415K (-16.9%) Shares 5,249 (-16.6%) Est. Cost $78.56 Unrealized —

IJH ISHARES TR 0.1%

Value $246K (+4.9%) Shares 3,195 (-8.1%) Est. Cost $104.02 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
QQQ	INVESCO QQQ TR	45,458 (-2.7%)	$33.43M (+24.3%)	13.0%	$413.79	—	UNIT SER 1	46090E103
SPMO	INVESCO EXCH TRADED FD TR II	48,493 (-4.9%)	$7.834M (+37.1%)	3.0%	$96.50	—	S&P 500 MOMNTM	46138E339
VONG	VANGUARD SCOTTSDALE FDS	77,270 (-2.6%)	$9.876M (+13.5%)	3.8%	$94.21	—	VNG RUS1000GRW	92206C680
IEMG	ISHARES INC	33,894 (-4.1%)	$2.808M (+13.9%)	1.1%	$58.96	—	CORE MSCI EMKT	46434G103
IVV	ISHARES TR	4,323 (-6.4%)	$3.237M (+7.2%)	1.3%	$456.65	—	CORE S&P500 ETF	464287200
HYG	ISHARES TR	68,944 (-4.0%)	$5.513M (-3.5%)	2.1%	$84.16	—	IBOXX HI YD ETF	464288513
MOAT	VANECK ETF TRUST	64,077 (-8.7%)	$6.661M (-1.8%)	2.6%	$77.11	—	MRNGSTR WDE MOAT	92189F643
VYM	VANGUARD WHITEHALL FDS	44,266 (-5.1%)	$6.995M (+1.3%)	2.7%	$111.80	—	HIGH DIV YLD	921946406
VCIT	VANGUARD SCOTTSDALE FDS	5,397 (-16.2%)	$446K (-16.3%)	0.2%	$81.60	—	INT-TERM CORP	92206C870
VCSH	VANGUARD SCOTTSDALE FDS	5,249 (-16.6%)	$415K (-16.9%)	0.2%	$78.56	—	SHRT TRM CORP BD	92206C409
IJH	ISHARES TR	3,195 (-8.1%)	$246K (+4.9%)	0.1%	$104.02	—	CORE S&P MCP ETF	464287507

Unchanged Positions (26)

SPGP INVESCO EXCHANGE TRADED FD T 5.4%

Value $13.93M Shares 113,925 Est. Cost $101.23 Unrealized —

FNDX SCHWAB STRATEGIC TR 3.5%

Value $9.155M Shares 294,344 Est. Cost $34.64 Unrealized —

DGRW WISDOMTREE TR 4.5%

Value $11.55M Shares 120,844 Est. Cost $78.99 Unrealized —

USMV ISHARES TR 6.7%

Value $17.39M Shares 180,315 Est. Cost $82.51 Unrealized —

RSP INVESCO EXCHANGE TRADED FD T 2.3%

Value $5.818M Shares 27,343 Est. Cost $159.65 Unrealized —

IJK ISHARES TR 0.9%

Value $2.36M Shares 20,084 Est. Cost $85.26 Unrealized —

VOO VANGUARD INDEX FDS 0.8%

Value $2.045M Shares 3,003 Est. Cost $480.70 Unrealized —

NFLX NETFLIX INC. 0.2%

Value $479K Shares 6,715 Est. Cost $102.96 Unrealized —

VIG VANGUARD SPECIALIZED FUNDS 0.7%

Value $1.7M Shares 7,185 Est. Cost $171.68 Unrealized —

MDY STATE STR SPDR S&P MIDCAP 40 0.5%

Value $1.184M Shares 1,684 Est. Cost $517.79 Unrealized —

SPTM SPDR SERIES TRUST 0.4%

Value $933K Shares 10,278 Est. Cost $59.02 Unrealized —

XOM EXXON MOBIL CORP 0.2%

Value $474K Shares 3,469 Est. Cost $58.16 Unrealized —

BSV VANGUARD BD INDEX FDS 2.2%

Value $5.567M Shares 71,456 Est. Cost $79.75 Unrealized —

VCR VANGUARD WORLD FD 0.3%

Value $689K Shares 1,742 Est. Cost $317.73 Unrealized —

SCHF SCHWAB STRATEGIC TR 0.2%

Value $632K Shares 22,815 Est. Cost $26.58 Unrealized —

VTI VANGUARD INDEX FDS 0.2%

Value $486K Shares 1,314 Est. Cost $237.31 Unrealized —

XLG INVESCO EXCHANGE TRADED FD T 0.2%

Value $517K Shares 8,436 Est. Cost $68.46 Unrealized —

DFAI DIMENSIONAL ETF TRUST 0.3%

Value $811K Shares 19,654 Est. Cost $25.04 Unrealized —

SCHD SCHWAB STRATEGIC TR 0.4%

Value $977K Shares 30,703 Est. Cost $43.80 Unrealized —

SPYV SPDR SERIES TRUST 0.2%

Value $478K Shares 7,864 Est. Cost $50.10 Unrealized —

MGV VANGUARD WORLD FD 0.1%

Value $303K Shares 1,851 Est. Cost $119.55 Unrealized —

WMT WALMART INC 0.1%

Value $357K Shares 3,154 Est. Cost $76.94 Unrealized —

IYF ISHARES TR 0.1%

Value $262K Shares 2,054 Est. Cost $103.90 Unrealized —

HD HOME DEPOT INC 0.1%

Value $225K Shares 639 Est. Cost $365.17 Unrealized —

BND VANGUARD BD INDEX FDS 4.0%

Value $10.4M Shares 141,630 Est. Cost $80.08 Unrealized —

NEAR ISHARES U S ETF TR 0.3%

Value $708K Shares 13,975 Est. Cost $50.09 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
SPGP	INVESCO EXCHANGE TRADED FD T	113,925	$13.93M	5.4%	$101.23	—	S&P 500 GARP ETF	46137V431
FNDX	SCHWAB STRATEGIC TR	294,344	$9.155M	3.5%	$34.64	—	FUNDAMENTAL US L	808524771
DGRW	WISDOMTREE TR	120,844	$11.55M	4.5%	$78.99	—	US QTLY DIV GRT	97717X669
USMV	ISHARES TR	180,315	$17.39M	6.7%	$82.51	—	MSCI USA MIN ETF	46429B697
RSP	INVESCO EXCHANGE TRADED FD T	27,343	$5.818M	2.3%	$159.65	—	S&P500 EQL WGT	46137V357
IJK	ISHARES TR	20,084	$2.36M	0.9%	$85.26	—	S&P MC 400GR ETF	464287606
VOO	VANGUARD INDEX FDS	3,003	$2.045M	0.8%	$480.70	—	S&P 500 ETF SHS	922908363
NFLX	NETFLIX INC.	6,715	$479K	0.2%	$102.96	—	COM	64110L106
VIG	VANGUARD SPECIALIZED FUNDS	7,185	$1.7M	0.7%	$171.68	—	DIV APP ETF	921908844
MDY	STATE STR SPDR S&P MIDCAP 40	1,684	$1.184M	0.5%	$517.79	—	UTSER1 S&PDCRP	78467Y107
SPTM	SPDR SERIES TRUST	10,278	$933K	0.4%	$59.02	—	ST STR PR SP1500	78464A805
XOM	EXXON MOBIL CORP	3,469	$474K	0.2%	$58.16	—	COM	30231G102
BSV	VANGUARD BD INDEX FDS	71,456	$5.567M	2.2%	$79.75	—	SHORT TRM BOND	921937827
VCR	VANGUARD WORLD FD	1,742	$689K	0.3%	$317.73	—	CONSUM DIS ETF	92204A108
SCHF	SCHWAB STRATEGIC TR	22,815	$632K	0.2%	$26.58	—	INTL EQTY ETF	808524805
VTI	VANGUARD INDEX FDS	1,314	$486K	0.2%	$237.31	—	TOTAL STK MKT	922908769
XLG	INVESCO EXCHANGE TRADED FD T	8,436	$517K	0.2%	$68.46	—	S&P 500 TOP 50	46137V233
DFAI	DIMENSIONAL ETF TRUST	19,654	$811K	0.3%	$25.04	—	INTL CORE EQT MK	25434V203
SCHD	SCHWAB STRATEGIC TR	30,703	$977K	0.4%	$43.80	—	US DIVIDEND EQ	808524797
SPYV	SPDR SERIES TRUST	7,864	$478K	0.2%	$50.10	—	ST STR P500VAL	78464A508
MGV	VANGUARD WORLD FD	1,851	$303K	0.1%	$119.55	—	MEGA CAP VAL ETF	921910840
WMT	WALMART INC	3,154	$357K	0.1%	$76.94	—	COM	931142103
IYF	ISHARES TR	2,054	$262K	0.1%	$103.90	—	U.S. FINLS ETF	464287788
HD	HOME DEPOT INC	639	$225K	0.1%	$365.17	—	COM	437076102
BND	VANGUARD BD INDEX FDS	141,630	$10.4M	4.0%	$80.08	—	TOTAL BND MRKT	921937835
NEAR	ISHARES U S ETF TR	13,975	$708K	0.3%	$50.09	—	SHOR DURA BD ETF	46431W507