Darrow Company, Inc. has filed a Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing indicates that the firm manages a total portfolio value of approximately $250.3 million.
The portfolio is managed by Wealth Advisor Michelle Wells, who is the sole authorized signer on the report. The filing lists 58 distinct equity positions held by the firm at the end of the reporting period.
Among the largest individual stock holdings disclosed are:
- InvESCO Exchange Traded Fund T S&P 500 GARP ETF (Ticker: 46137V431) with 11,572,500 shares.
- InvESCO Exchange Traded Fund T S&P 500 MOMNTM (Ticker: 46138E339) with 4,808,117 shares.
- ISHARES TR MSCI USA MIN ETF (Ticker: 46429B697) with 184,583 shares.
- VANGUARD INDEX FDS S&P 500 ETF SHS (Ticker: 922908363) with 3,003 shares.
- ISHARES TR HDG MSCI EAFE (Ticker: 46434V803) with 235,654 shares.
The filing also lists significant positions in exchange-traded funds (ETFs) such as the Schwab Strategic Trust funds, including the Int-Term U.S. Tres Fund and the Fundamental US L Fund. Additionally, the portfolio includes individual equities including Microsoft, Apple, Amazon, Alphabet, Meta Platforms, and NVIDIA.
