Darrow Company, Inc. Long-Term Concentrated

Name: Darrow Company, Inc. Q3 2026 13F Filing | 13F Explorer
Creator: Darrow Company, Inc.
Published: 2026-10-22

Location: Needham, MA

CIK: 0001908169 · Show all filings

Period: Q3 2026 (← Previous)

Filing Date: Oct 22, 2026

Total Value: $250M (100.0% shares, 0.0% debt)

Holdings (58)

New Positions (3)

XOM EXXONMOBIL HOLDINGS CORP 0.2%

Value $559K Shares 3,434 Share Price $162.76 Est. Cost/Share $162.76 Unrealized @ Report Date —

TMO THERMO FISHER SCIENTIFIC INC 0.1%

Value $302K Shares 447 Share Price $675.05 Est. Cost/Share $594.06 Unrealized @ Report Date +13.6%

JNJ JOHNSON & JOHNSON 0.1%

Value $208K Shares 784 Share Price $264.74 Est. Cost/Share $263.82 Unrealized @ Report Date +0.3%

Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
XOM	EXXONMOBIL HOLDINGS CORP	3,434	$559K	0.2%	$162.76	$162.76	—	COM SHS	30233Q108
TMO	THERMO FISHER SCIENTIFIC INC	447	$302K	0.1%	$675.05	$594.06	+13.6%	COM	883556102
JNJ	JOHNSON & JOHNSON	784	$208K	0.1%	$264.74	$263.82	+0.3%	COM	478160104

Increased Positions (23)

AAPL APPLE INC 0.8%

Value $2.072M (+50.5%) Shares 6,221 (+30.7%) Share Price $333.03 Est. Cost/Share $232.84 Unrealized @ Report Date +43.0%

SPY STATE STR SPDR S&P 500 ETF T 5.0%

Value $12.42M (+5.1%) Shares 16,285 (+2.9%) Share Price $762.68 Est. Cost/Share $603.36 Unrealized @ Report Date +26.4%

USMV ISHARES TR 7.2%

Value $17.99M (+3.4%) Shares 184,583 (+2.4%) Share Price $97.44 Est. Cost/Share $80.05 Unrealized @ Report Date +21.7%

DGRW WISDOMTREE TR 4.8%

Value $12.11M (+4.8%) Shares 124,511 (+3.0%) Share Price $97.26 Est. Cost/Share $77.57 Unrealized @ Report Date +25.4%

USTB VICTORY PORTFOLIOS II 2.6%

Value $6.519M (+9.0%) Shares 130,688 (+10.6%) Share Price $49.88 Est. Cost/Share $50.07 Unrealized @ Report Date -0.4%

MSFT MICROSOFT CORP 0.6%

Value $1.435M (+58.5%) Shares 2,798 (+15.2%) Share Price $512.94 Est. Cost/Share $377.22 Unrealized @ Report Date +36.0%

BIV VANGUARD BD INDEX FDS 7.8%

Value $19.53M (+2.4%) Shares 268,074 (+7.8%) Share Price $72.86 Est. Cost/Share $81.45 Unrealized @ Report Date -10.6%

ANGL VANECK ETF TRUST 1.7%

Value $4.167M (+6.9%) Shares 149,772 (+12.4%) Share Price $27.82 Est. Cost/Share $28.99 Unrealized @ Report Date -4.1%

META META PLATFORMS INC 0.3%

Value $670K (+58.6%) Shares 924 (+23.2%) Share Price $725.18 Est. Cost/Share $613.87 Unrealized @ Report Date +18.1%

BSV VANGUARD BD INDEX FDS 2.3%

Value $5.8M (+4.2%) Shares 75,921 (+6.2%) Share Price $76.40 Est. Cost/Share $80.04 Unrealized @ Report Date -4.6%

VONG VANGUARD SCOTTSDALE FDS 4.0%

Value $10.07M (+2.0%) Shares 78,128 (+1.1%) Share Price $128.93 Est. Cost/Share $101.99 Unrealized @ Report Date +26.4%

SPGP INVESCO EXCHANGE TRADED FD T 5.5%

Value $13.75M (-1.3%) Shares 115,725 (+1.6%) Share Price $118.82 Est. Cost/Share $96.78 Unrealized @ Report Date +22.8%

SCHR SCHWAB STRATEGIC TR 3.8%

Value $9.63M (+1.6%) Shares 406,321 (+5.7%) Share Price $23.70 Est. Cost/Share $24.53 Unrealized @ Report Date -3.4%

NEAR ISHARES U S ETF TR 0.3%

Value $808K (+14.2%) Shares 16,213 (+16.0%) Share Price $49.86 Est. Cost/Share $50.18 Unrealized @ Report Date -0.6%

NVDA NVIDIA CORPORATION 0.2%

Value $442K (+29.0%) Shares 1,937 (+13.0%) Share Price $228.38 Est. Cost/Share $192.12 Unrealized @ Report Date +18.9%

HEFA ISHARES TR 4.4%

Value $10.93M (+0.8%) Shares 235,654 (+2.0%) Share Price $46.39 Est. Cost/Share $35.15 Unrealized @ Report Date +32.0%

AMZN AMAZON COM INC 0.5%

Value $1.175M (+6.3%) Shares 4,717 (+1.7%) Share Price $249.15 Est. Cost/Share $205.04 Unrealized @ Report Date +21.5%

IGIB ISHARES TR 3.0%

Value $7.546M (+0.6%) Shares 149,837 (+6.3%) Share Price $50.36 Est. Cost/Share $51.87 Unrealized @ Report Date -2.9%

SPTM SPDR SERIES TRUST 0.4%

Value $971K (+4.1%) Shares 10,548 (+2.6%) Share Price $92.06 Est. Cost/Share $58.77 Unrealized @ Report Date +56.6%

BND VANGUARD BD INDEX FDS 4.2%

Value $10.43M (+0.3%) Shares 148,670 (+5.0%) Share Price $70.15 Est. Cost/Share $79.80 Unrealized @ Report Date -12.1%

VTI VANGUARD INDEX FDS 0.2%

Value $511K (+5.1%) Shares 1,365 (+3.9%) Share Price $374.34 Est. Cost/Share $226.82 Unrealized @ Report Date +65.0%

VCSH VANGUARD SCOTTSDALE FDS 0.2%

Value $426K (+2.8%) Shares 5,517 (+5.1%) Share Price $77.26 Est. Cost/Share $78.59 Unrealized @ Report Date -1.7%

VCIT VANGUARD SCOTTSDALE FDS 0.2%

Value $446K (+0.1%) Shares 5,699 (+5.6%) Share Price $78.31 Est. Cost/Share $79.97 Unrealized @ Report Date -2.1%

Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
AAPL	APPLE INC	6,221 (+30.7%)	$2.072M (+50.5%)	0.8%	$333.03	$232.84	+43.0%	COM	037833100
SPY	STATE STR SPDR S&P 500 ETF T	16,285 (+2.9%)	$12.42M (+5.1%)	5.0%	$762.68	$603.36	+26.4%	TR UNIT	78462F103
USMV	ISHARES TR	184,583 (+2.4%)	$17.99M (+3.4%)	7.2%	$97.44	$80.05	+21.7%	MSCI USA MIN ETF	46429B697
DGRW	WISDOMTREE TR	124,511 (+3.0%)	$12.11M (+4.8%)	4.8%	$97.26	$77.57	+25.4%	US QTLY DIV GRT	97717X669
USTB	VICTORY PORTFOLIOS II	130,688 (+10.6%)	$6.519M (+9.0%)	2.6%	$49.88	$50.07	-0.4%	SHORT TRM BD ETF	92647N535
MSFT	MICROSOFT CORP	2,798 (+15.2%)	$1.435M (+58.5%)	0.6%	$512.94	$377.22	+36.0%	COM	594918104
BIV	VANGUARD BD INDEX FDS	268,074 (+7.8%)	$19.53M (+2.4%)	7.8%	$72.86	$81.45	-10.6%	INTERMED TERM	921937819
ANGL	VANECK ETF TRUST	149,772 (+12.4%)	$4.167M (+6.9%)	1.7%	$27.82	$28.99	-4.1%	FALLEN ANGEL HG	92189F437
META	META PLATFORMS INC	924 (+23.2%)	$670K (+58.6%)	0.3%	$725.18	$613.87	+18.1%	CL A	30303M102
BSV	VANGUARD BD INDEX FDS	75,921 (+6.2%)	$5.8M (+4.2%)	2.3%	$76.40	$80.04	-4.6%	SHORT TRM BOND	921937827
VONG	VANGUARD SCOTTSDALE FDS	78,128 (+1.1%)	$10.07M (+2.0%)	4.0%	$128.93	$101.99	+26.4%	VNG RUS1000GRW	92206C680
SPGP	INVESCO EXCHANGE TRADED FD T	115,725 (+1.6%)	$13.75M (-1.3%)	5.5%	$118.82	$96.78	+22.8%	S&P 500 GARP ETF	46137V431
SCHR	SCHWAB STRATEGIC TR	406,321 (+5.7%)	$9.63M (+1.6%)	3.8%	$23.70	$24.53	-3.4%	INT-TRM U.S TRES	808524854
NEAR	ISHARES U S ETF TR	16,213 (+16.0%)	$808K (+14.2%)	0.3%	$49.86	$50.18	-0.6%	SHOR DURA BD ETF	46431W507
NVDA	NVIDIA CORPORATION	1,937 (+13.0%)	$442K (+29.0%)	0.2%	$228.38	$192.12	+18.9%	COM	67066G104
HEFA	ISHARES TR	235,654 (+2.0%)	$10.93M (+0.8%)	4.4%	$46.39	$35.15	+32.0%	HDG MSCI EAFE	46434V803
AMZN	AMAZON COM INC	4,717 (+1.7%)	$1.175M (+6.3%)	0.5%	$249.15	$205.04	+21.5%	COM	023135106
IGIB	ISHARES TR	149,837 (+6.3%)	$7.546M (+0.6%)	3.0%	$50.36	$51.87	-2.9%	ISHS 5-10YR INVT	464288638
SPTM	SPDR SERIES TRUST	10,548 (+2.6%)	$971K (+4.1%)	0.4%	$92.06	$58.77	+56.6%	ST STR PR SP1500	78464A805
BND	VANGUARD BD INDEX FDS	148,670 (+5.0%)	$10.43M (+0.3%)	4.2%	$70.15	$79.80	-12.1%	TOTAL BND MRKT	921937835
VTI	VANGUARD INDEX FDS	1,365 (+3.9%)	$511K (+5.1%)	0.2%	$374.34	$226.82	+65.0%	MRNGSTR TTL STK	922908769
VCSH	VANGUARD SCOTTSDALE FDS	5,517 (+5.1%)	$426K (+2.8%)	0.2%	$77.26	$78.59	-1.7%	SHRT TRM CORP BD	92206C409
VCIT	VANGUARD SCOTTSDALE FDS	5,699 (+5.6%)	$446K (+0.1%)	0.2%	$78.31	$79.97	-2.1%	INT-TERM CORP	92206C870

Exited Positions (3)

OKLO OKLO INC 4.9%

Value $12.18M Shares 232,670 Share Price $52.33 * Est. Cost/Share $62.41 Unrealized @ Report Date -40.7%

XOM EXXON MOBIL CORP 0.2%

Value $474K Shares 3,469 Share Price $136.73 * Est. Cost/Share $58.29 Unrealized @ Report Date +179.2%

HD HOME DEPOT INC 0.1%

Value $225K Shares 639 Share Price $352.68 * Est. Cost/Share $364.58 Unrealized @ Report Date -22.0%

Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
OKLO	OKLO INC	232,670	$12.18M	4.9%	$52.33 *	$62.41	-40.7%	—	02156V109
XOM	EXXON MOBIL CORP	3,469	$474K	0.2%	$136.73 *	$58.29	+179.2%	—	30231G102
HD	HOME DEPOT INC	639	$225K	0.1%	$352.68 *	$364.58	-22.0%	—	437076102

Decreased Positions (5)

MOAT VANECK ETF TRUST 2.6%

Value $6.432M (-3.4%) Shares 60,849 (-5.0%) Share Price $105.71 Est. Cost/Share $76.35 Unrealized @ Report Date +38.5%

VYM VANGUARD WHITEHALL FDS 2.7%

Value $6.779M (-3.1%) Shares 43,680 (-1.3%) Share Price $155.20 Est. Cost/Share $108.73 Unrealized @ Report Date +42.7%

IEMG ISHARES INC 1.1%

Value $2.721M (-3.1%) Shares 33,524 (-1.1%) Share Price $81.16 Est. Cost/Share $60.62 Unrealized @ Report Date +33.9%

SHY ISHARES TR 0.1%

Value $243K (-8.7%) Shares 2,995 (-7.7%) Share Price $81.20 Est. Cost/Share $82.86 Unrealized @ Report Date -2.0%

IJH ISHARES TR 0.1%

Value $227K (-7.8%) Shares 3,156 (-1.2%) Share Price $71.95 Est. Cost/Share $55.44 Unrealized @ Report Date +29.8%

Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
MOAT	VANECK ETF TRUST	60,849 (-5.0%)	$6.432M (-3.4%)	2.6%	$105.71	$76.35	+38.5%	MRNGSTR WDE MOAT	92189F643
VYM	VANGUARD WHITEHALL FDS	43,680 (-1.3%)	$6.779M (-3.1%)	2.7%	$155.20	$108.73	+42.7%	HIGH DIV YLD	921946406
IEMG	ISHARES INC	33,524 (-1.1%)	$2.721M (-3.1%)	1.1%	$81.16	$60.62	+33.9%	CORE MSCI EMKT	46434G103
SHY	ISHARES TR	2,995 (-7.7%)	$243K (-8.7%)	0.1%	$81.20	$82.86	-2.0%	1 3 YR TREAS BD	464287457
IJH	ISHARES TR	3,156 (-1.2%)	$227K (-7.8%)	0.1%	$71.95	$55.44	+29.8%	CORE S&P MCP ETF	464287507

Unchanged Positions (27)

SPMO INVESCO EXCH TRADED FD TR II 2.9%

Value $7.288M Shares 48,081 Share Price $151.58 Est. Cost/Share $100.12 Unrealized @ Report Date +51.4%

VGT VANGUARD WORLD FD 1.4%

Value $3.462M Shares 27,725 Share Price $124.87 Est. Cost/Share $103.90 Unrealized @ Report Date +21.0%

HYG ISHARES TR 2.1%

Value $5.306M Shares 68,724 Share Price $77.21 Est. Cost/Share $83.98 Unrealized @ Report Date -8.1%

FNDX SCHWAB STRATEGIC TR 3.7%

Value $9.32M Shares 295,963 Share Price $31.49 Est. Cost/Share $23.32 Unrealized @ Report Date +35.0%

IJK ISHARES TR 0.9%

Value $2.202M Shares 20,088 Share Price $109.61 Est. Cost/Share $83.85 Unrealized @ Report Date +30.7%

RSP INVESCO EXCHANGE TRADED FD T 2.3%

Value $5.661M Shares 27,215 Share Price $208.02 Est. Cost/Share $155.33 Unrealized @ Report Date +33.9%

DELL DELL TECHNOLOGIES INC 0.2%

Value $440K Shares 817 Share Price $537.95 Est. Cost/Share $289.23 Unrealized @ Report Date +86.0%

MDY STATE STR SPDR S&P MIDCAP 40 0.4%

Value $1.106M Shares 1,683 Share Price $656.99 Est. Cost/Share $508.76 Unrealized @ Report Date +29.1%

IVV ISHARES TR 1.3%

Value $3.31M Shares 4,322 Share Price $765.95 Est. Cost/Share $450.64 Unrealized @ Report Date +69.9%

VOO VANGUARD INDEX FDS 0.8%

Value $2.109M Shares 3,003 Share Price $702.46 Est. Cost/Share $457.68 Unrealized @ Report Date +53.1%

QQQ INVESCO QQQ TR 13.3%

Value $33.37M Shares 45,119 Share Price $739.63 Est. Cost/Share $404.09 Unrealized @ Report Date +83.1%

VCR VANGUARD WORLD FD 0.3%

Value $637K Shares 1,742 Share Price $365.58 Est. Cost/Share $305.11 Unrealized @ Report Date +19.5%

GOOGL ALPHABET INC 0.3%

Value $859K Shares 2,497 Share Price $344.08 Est. Cost/Share $181.89 Unrealized @ Report Date +89.2%

WMT WALMART INC 0.1%

Value $328K Shares 3,154 Share Price $103.92 Est. Cost/Share $76.95 Unrealized @ Report Date +35.0%

MU MICRON TECHNOLOGY INC 0.1%

Value $329K Shares 309 Share Price $1065.11 Est. Cost/Share $749.89 Unrealized @ Report Date +42.0%

SCHD SCHWAB STRATEGIC TR 0.4%

Value $1.004M Shares 30,708 Share Price $32.69 Est. Cost/Share $27.53 Unrealized @ Report Date +18.2%

GOOG ALPHABET INC 0.2%

Value $596K Shares 1,748 Share Price $340.93 Est. Cost/Share $151.89 Unrealized @ Report Date +124.3%

VIG VANGUARD SPECIALIZED FUNDS 0.7%

Value $1.68M Shares 7,199 Share Price $233.32 Est. Cost/Share $164.83 Unrealized @ Report Date +41.5%

XLG INVESCO EXCHANGE TRADED FD T 0.2%

Value $537K Shares 8,436 Share Price $63.61 Est. Cost/Share $35.21 Unrealized @ Report Date +80.6%

NFLX NETFLIX INC. 0.2%

Value $466K Shares 6,700 Share Price $69.58 Est. Cost/Share $103.01 Unrealized @ Report Date -32.5%

V VISA INC 0.1%

Value $247K Shares 687 Share Price $359.33 Est. Cost/Share $339.19 Unrealized @ Report Date +5.9%

RTX RTX CORPORATION 0.1%

Value $278K Shares 1,498 Share Price $185.65 Est. Cost/Share $133.92 Unrealized @ Report Date +38.6%

SPYV SPDR SERIES TRUST 0.2%

Value $484K Shares 7,885 Share Price $61.40 Est. Cost/Share $47.68 Unrealized @ Report Date +28.2%

IYF ISHARES TR 0.1%

Value $258K Shares 2,054 Share Price $125.66 Est. Cost/Share $100.30 Unrealized @ Report Date +25.3%

SCHF SCHWAB STRATEGIC TR 0.3%

Value $628K Shares 22,874 Share Price $27.47 Est. Cost/Share $20.16 Unrealized @ Report Date +36.3%

DFAI DIMENSIONAL ETF TRUST 0.3%

Value $814K Shares 19,654 Share Price $41.43 Est. Cost/Share $24.00 Unrealized @ Report Date +72.6%

MGV VANGUARD WORLD FD 0.1%

Value $301K Shares 1,854 Share Price $162.55 Est. Cost/Share $113.27 Unrealized @ Report Date +42.2%

Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
SPMO	INVESCO EXCH TRADED FD TR II	48,081	$7.288M	2.9%	$151.58	$100.12	+51.4%	S&P 500 MOMNTM	46138E339
VGT	VANGUARD WORLD FD	27,725	$3.462M	1.4%	$124.87	$103.90	+21.0%	INF TECH ETF	92204A702
HYG	ISHARES TR	68,724	$5.306M	2.1%	$77.21	$83.98	-8.1%	IBOXX HI YD ETF	464288513
FNDX	SCHWAB STRATEGIC TR	295,963	$9.32M	3.7%	$31.49	$23.32	+35.0%	FUNDAMENTAL US L	808524771
IJK	ISHARES TR	20,088	$2.202M	0.9%	$109.61	$83.85	+30.7%	S&P MC 400GR ETF	464287606
RSP	INVESCO EXCHANGE TRADED FD T	27,215	$5.661M	2.3%	$208.02	$155.33	+33.9%	S&P500 EQL WGT	46137V357
DELL	DELL TECHNOLOGIES INC	817	$440K	0.2%	$537.95	$289.23	+86.0%	CL C	24703L202
MDY	STATE STR SPDR S&P MIDCAP 40	1,683	$1.106M	0.4%	$656.99	$508.76	+29.1%	UTSER1 S&PDCRP	78467Y107
IVV	ISHARES TR	4,322	$3.31M	1.3%	$765.95	$450.64	+69.9%	CORE S&P500 ETF	464287200
VOO	VANGUARD INDEX FDS	3,003	$2.109M	0.8%	$702.46	$457.68	+53.1%	S&P 500 ETF SHS	922908363
QQQ	INVESCO QQQ TR	45,119	$33.37M	13.3%	$739.63	$404.09	+83.1%	UNIT SER 1	46090E103
VCR	VANGUARD WORLD FD	1,742	$637K	0.3%	$365.58	$305.11	+19.5%	CONSUM DIS ETF	92204A108
GOOGL	ALPHABET INC	2,497	$859K	0.3%	$344.08	$181.89	+89.2%	CAP STK CL A	02079K305
WMT	WALMART INC	3,154	$328K	0.1%	$103.92	$76.95	+35.0%	COM	931142103
MU	MICRON TECHNOLOGY INC	309	$329K	0.1%	$1065.11	$749.89	+42.0%	COM	595112103
SCHD	SCHWAB STRATEGIC TR	30,708	$1.004M	0.4%	$32.69	$27.53	+18.2%	US DIVIDEND EQ	808524797
GOOG	ALPHABET INC	1,748	$596K	0.2%	$340.93	$151.89	+124.3%	CAP STK CL C	02079K107
VIG	VANGUARD SPECIALIZED FUNDS	7,199	$1.68M	0.7%	$233.32	$164.83	+41.5%	DIV APP ETF	921908844
XLG	INVESCO EXCHANGE TRADED FD T	8,436	$537K	0.2%	$63.61	$35.21	+80.6%	S&P 500 TOP 50	46137V233
NFLX	NETFLIX INC.	6,700	$466K	0.2%	$69.58	$103.01	-32.5%	COM	64110L106
V	VISA INC	687	$247K	0.1%	$359.33	$339.19	+5.9%	COM CL A	92826C839
RTX	RTX CORPORATION	1,498	$278K	0.1%	$185.65	$133.92	+38.6%	COM	75513E101
SPYV	SPDR SERIES TRUST	7,885	$484K	0.2%	$61.40	$47.68	+28.2%	ST STR P500VAL	78464A508
IYF	ISHARES TR	2,054	$258K	0.1%	$125.66	$100.30	+25.3%	U.S. FINLS ETF	464287788
SCHF	SCHWAB STRATEGIC TR	22,874	$628K	0.3%	$27.47	$20.16	+36.3%	INTL EQTY ETF	808524805
DFAI	DIMENSIONAL ETF TRUST	19,654	$814K	0.3%	$41.43	$24.00	+72.6%	INTL CORE EQT MK	25434V203
MGV	VANGUARD WORLD FD	1,854	$301K	0.1%	$162.55	$113.27	+42.2%	MRNGSTR VAL ETF	921910840