2026 Q2 Portfolio Activity
In 2026 Q2, Darrow Company, Inc. maintained a portfolio of 60 distinct positions. The most significant new addition was OKLO INC, now representing 4.72% of the total fund value. They heavily accumulated shares in VANGUARD WORLD FD, increasing the position by 724.4%.
Position History
hover any row below to update
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Total Positions
60
Quarter
2026 Q2
Top Holding
QQQ (13.0%)
Top 10 Concentration
58.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 60
Darrow Company, Inc. Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
QQQ
INVESCO QQQ TR
|
ETF | 12.96% | 12.11% |
#1
Prev: #1
|
6.5 |
—
|
-1,259 | -2.7% |
P
S
|
45,458 | $33,433,607 |
$403.93
+76.6%
|
2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | ||
|
BIV
VANGUARD BD IND...
|
Bond/Debt | 7.39% | 8.42% |
#2
Prev: #2
|
5.0 |
—
|
6,300 | 2.6% |
P
S
|
248,701 | $19,076,187 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
USMV
ISHARES TR
|
ETF | 6.74% | 7.50% |
#3
Prev: #3
|
4.2 |
—
|
783 | 0.4% |
P
S
|
180,315 | $17,393,148 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
SPGP
INVESCO EXCHANG...
|
ETF | 5.40% | 5.51% |
#4
Prev: #4
|
3.2 |
—
|
254 | 0.2% |
P
S
|
113,925 | $13,931,872 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
OKLO
OKLO INC
|
Utilities | 4.72% | — |
#5
Prev: #—
|
5.9 |
—
|
232,670 | — |
NEW
|
232,670 | $12,175,621 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 4.58% | 4.44% |
#6
1
Prev: #7
|
2.3 |
—
|
657 | 4.3% |
P
S
|
15,830 | $11,821,348 | 2022 Q2 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
DGRW
WISDOMTREE TR
|
ETF | 4.48% | 4.76% |
#7
2
Prev: #5
|
2.3 |
—
|
359 | 0.3% |
P
S
|
120,844 | $11,554,200 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
HEFA
ISHARES TR
|
ETF | 4.20% | 4.27% |
#8
Prev: #8
|
2.2 |
—
|
7,943 | 3.6% |
P
S
|
231,145 | $10,846,494 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
BND
VANGUARD BD IND...
|
ETF | 4.03% | 4.68% |
#9
3
Prev: #6
|
2.1 |
—
|
386 | 0.3% |
P
S
|
141,630 | $10,397,024 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
VONG
VANGUARD SCOTTS...
|
ETF | 3.83% | 3.92% |
#10
Prev: #10
|
2.0 |
—
|
-2,076 | -2.6% |
P
S
|
77,270 | $9,875,879 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
SCHR
SCHWAB STRATEGI...
|
Bond/Debt | 3.67% | 4.23% |
#11
2
Prev: #9
|
2.0 |
—
|
6,741 | 1.8% |
P
S
|
384,310 | $9,478,588 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
FNDX
SCHWAB STRATEGI...
|
Bond/Debt | 3.55% | 3.67% |
#12
1
Prev: #11
|
1.9 |
—
|
1,216 | 0.4% |
P
S
|
294,344 | $9,154,758 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
SPMO
INVESCO EXCH TR...
|
Bond/Debt | 3.04% | 2.57% |
#13
3
Prev: #16
|
1.7 |
—
|
-2,481 | -4.9% |
P
S
|
48,493 | $7,833,559 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
IGIB
ISHARES TR
|
ETF | 2.91% | 3.16% |
#14
2
Prev: #12
|
3.2 |
—
|
9,082 | 6.9% |
P
S
|
141,012 | $7,501,730 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
VYM
VANGUARD WHITEH...
|
ETF | 2.71% | 3.11% |
#15
2
Prev: #13
|
1.6 |
—
|
-2,357 | -5.1% |
P
S
|
44,266 | $6,995,306 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
MOAT
VANECK ETF TRUS...
|
ETF | 2.58% | 3.05% |
#16
2
Prev: #14
|
1.5 |
—
|
-6,070 | -8.7% |
P
S
|
64,077 | $6,661,439 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
USTB
VICTORY PORTFOL...
|
ETF | 2.32% | 2.59% |
#17
2
Prev: #15
|
1.4 |
—
|
4,231 | 3.7% |
P
S
|
118,115 | $5,979,016 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
RSP
INVESCO EXCHANG...
|
Unknown | 2.25% | 2.37% |
#18
1
Prev: #19
|
1.4 |
—
|
-141 | -0.5% |
P
S
|
27,343 | $5,817,800 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
BSV
VANGUARD BD IND...
|
Bond/Debt | 2.16% | 2.55% |
#19
1
Prev: #18
|
1.4 |
—
|
-650 | -0.9% |
P
S
|
71,456 | $5,567,161 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
HYG
ISHARES TR
|
ETF | 2.14% | 2.57% |
#20
3
Prev: #17
|
1.4 |
—
|
-2,854 | -4.0% |
P
S
|
68,944 | $5,513,485 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
ANGL
VANECK ETF TRUS...
|
ETF | 1.51% | 1.63% |
#21
1
Prev: #20
|
2.6 |
—
|
7,358 | 5.8% |
P
S
|
133,298 | $3,897,839 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
IVV
ISHARES TR
|
ETF | 1.25% | 1.36% |
#22
1
Prev: #21
|
1.0 |
—
|
-298 | -6.4% |
P
S
|
4,323 | $3,237,131 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
VGT
VANGUARD WORLD ...
|
ETF | 1.25% | 1.01% |
#23
Prev: #23
|
3.5 |
—
|
24,362 | 724.4% |
P
S
|
27,725 | $3,232,442 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
IEMG
ISHARES INC
|
ETF | 1.09% | 1.11% |
#24
2
Prev: #22
|
0.9 |
—
|
-1,457 | -4.1% |
P
S
|
33,894 | $2,807,806 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
IJK
ISHARES TR
|
ETF | 0.91% | 0.91% |
#25
1
Prev: #24
|
0.9 |
—
|
2 | 0.0% |
P
S
|
20,084 | $2,359,886 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 0.79% | 0.79% |
#26
1
Prev: #25
|
1.3 |
—
|
no change | no change |
P
S
|
3,003 | $2,045,075 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
VIG
VANGUARD SPECIA...
|
ETF | 0.66% | 0.70% |
#27
1
Prev: #26
|
1.3 |
—
|
no change | no change |
P
S
|
7,185 | $1,700,207 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
AAPL
APPLE INC
|
Technology | 0.53% | 0.52% |
#28
1
Prev: #27
|
0.7 |
—
|
167 | 3.6% |
P
S
|
4,758 | $1,376,831 | 2022 Q2 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
MDY
STATE STR SPDR ...
|
Unknown | 0.46% | 0.47% |
#29
1
Prev: #28
|
0.7 |
—
|
1 | 0.1% |
P
S
|
1,684 | $1,184,230 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.43% | 0.23% |
#30
10
Prev: #40
|
3.2 |
—
|
2,138 | 85.6% |
P
S
|
4,637 | $1,105,183 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
SCHD
SCHWAB STRATEGI...
|
ETF | 0.38% | 0.42% |
#31
2
Prev: #29
|
0.7 |
—
|
121 | 0.4% |
P
S
|
30,703 | $976,995 | 2022 Q2 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
SPTM
SPDR SERIES TRU...
|
ETF | 0.36% | 0.36% |
#32
1
Prev: #31
|
0.6 |
—
|
87 | 0.9% |
P
S
|
10,278 | $933,106 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.35% | 0.40% |
#33
3
Prev: #30
|
0.6 |
—
|
48 | 2.0% |
P
S
|
2,428 | $905,748 | 2022 Q2 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.35% | 0.31% |
#34
Prev: #34
|
0.6 |
—
|
87 | 3.6% |
P
S
|
2,497 | $892,353 | 2022 Q2 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
DFAI
DIMENSIONAL ETF...
|
Bond/Debt | 0.31% | 0.34% |
#35
3
Prev: #32
|
1.1 |
—
|
no change | no change |
P
S
|
19,654 | $810,728 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
NEAR
ISHARES U S ETF...
|
ETF | 0.27% | 0.32% |
#36
3
Prev: #33
|
0.6 |
—
|
10 | 0.1% |
P
S
|
13,975 | $708,005 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
VCR
VANGUARD WORLD ...
|
ETF | 0.27% | 0.27% |
#37
1
Prev: #36
|
1.1 |
—
|
no change | no change |
P
S
|
1,742 | $688,526 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
SCHF
SCHWAB STRATEGI...
|
Bond/Debt | 0.24% | 0.25% |
#38
Prev: #38
|
1.1 |
—
|
no change | no change |
P
S
|
22,815 | $631,976 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.24% | 0.22% |
#39
3
Prev: #42
|
0.6 |
—
|
44 | 2.6% |
P
S
|
1,749 | $617,926 | 2022 Q2 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
XLG
INVESCO EXCHANG...
|
Unknown | 0.20% | 0.21% |
#40
3
Prev: #43
|
1.1 |
—
|
no change | no change |
P
S
|
8,436 | $516,562 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 0.19% | 0.19% |
#41
4
Prev: #45
|
1.1 |
—
|
no change | no change |
P
S
|
1,314 | $486,374 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
NFLX
NETFLIX INC.
|
Communication Services | 0.19% | 0.29% |
#42
7
Prev: #35
|
0.6 |
—
|
60 | 0.9% |
P
S
|
6,715 | $479,451 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
SPYV
SPDR SERIES TRU...
|
Unknown | 0.19% | 0.20% |
#43
1
Prev: #44
|
0.6 |
—
|
23 | 0.3% |
P
S
|
7,864 | $478,109 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 0.18% | 0.26% |
#44
7
Prev: #37
|
0.6 |
—
|
16 | 0.5% |
P
S
|
3,469 | $474,301 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
VCIT
VANGUARD SCOTTS...
|
Bond/Debt | 0.17% | 0.24% |
#45
6
Prev: #39
|
0.6 |
—
|
-1,044 | -16.2% |
P
S
|
5,397 | $446,071 | 2022 Q2 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.16% | — |
#46
Prev: #—
|
3.6 |
—
|
750 | — |
NEW
|
750 | $422,468 | 2022 Q2 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
VCSH
VANGUARD SCOTTS...
|
ETF | 0.16% | 0.22% |
#47
6
Prev: #41
|
0.6 |
—
|
-1,048 | -16.6% |
P
S
|
5,249 | $414,806 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 0.14% | 0.18% |
#48
2
Prev: #46
|
0.6 |
—
|
-5 | -0.2% |
P
S
|
3,154 | $357,222 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
MU
MICRON TECHNOLO...
|
Technology | 0.14% | — |
#49
Prev: #—
|
3.6 |
—
|
309 | — |
NEW
|
309 | $356,676 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
DELL
DELL TECHNOLOGI...
|
Technology | 0.14% | — |
#50
Prev: #—
|
3.6 |
—
|
813 | — |
NEW
|
813 | $350,777 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-29 |
Showing 1-50 of 60 holdings