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Darrow Company, Inc.

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13F filer, CIK 1908169, Needham, MA

Darrow Company, Inc. reported $258,068,915 across 58 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-07-29. Its ten largest share positions make up 58.32% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-26-002930

Period
2026-06-30
Reported value
$258M
Holdings
58
Top 10 weight
58.32%
New
4
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
OKLOnew+232,670$12.2M
VGTadded+24,362$2.84M
AMZNadded+2,138$510K
SPYadded+657$491K
BIVadded+6,300$483K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
QQQreduced-1,259-$926K
MOATreduced-6,070-$631K
SPMOreduced-2,481-$401K
VYMreduced-2,357-$372K
BSXexited-4,412-$277K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001172661-26-002930, largest first. % of portfolio is the value over $258,068,915, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,431 shares; 2024Q4: 39,273 shares; 2025Q1: 43,328 shares; 2025Q2: 45,218 shares; 2025Q3: 46,219 shares; 2025Q4: 46,260 shares; 2026Q1: 46,717 shares; 2026Q2: 45,458 shares 45,458$33.4M12.96%-1,259Timeline
BIVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 180,721 shares; 2024Q4: 191,709 shares; 2025Q1: 205,978 shares; 2025Q2: 211,429 shares; 2025Q3: 220,809 shares; 2025Q4: 234,143 shares; 2026Q1: 242,401 shares; 2026Q2: 248,701 shares 248,701$19.1M7.39%+6,300Timeline
USMVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 153,662 shares; 2024Q4: 154,918 shares; 2025Q1: 160,202 shares; 2025Q2: 164,325 shares; 2025Q3: 172,423 shares; 2025Q4: 174,806 shares; 2026Q1: 179,532 shares; 2026Q2: 180,315 shares 180,315$17.4M6.74%+783Timeline
SPGPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 97,824 shares; 2024Q4: 99,503 shares; 2025Q1: 98,921 shares; 2025Q2: 102,965 shares; 2025Q3: 106,512 shares; 2025Q4: 107,900 shares; 2026Q1: 113,671 shares; 2026Q2: 113,925 shares 113,925$13.9M5.4%+254Timeline
OKLOOKLO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 229,125 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 232,670 shares 232,670$12.2M4.72%newTimeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,259 shares; 2024Q4: 2,241 shares; 2025Q1: 6,599 shares; 2025Q2: 8,962 shares; 2025Q3: 9,582 shares; 2025Q4: 10,371 shares; 2026Q1: 15,173 shares; 2026Q2: 15,830 shares 15,830$11.8M4.58%+657Timeline
DGRWWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,283 shares; 2024Q4: 79,898 shares; 2025Q1: 97,653 shares; 2025Q2: 107,728 shares; 2025Q3: 114,633 shares; 2025Q4: 115,166 shares; 2026Q1: 120,485 shares; 2026Q2: 120,844 shares 120,844$11.6M4.48%+359Timeline
HEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 139,693 shares; 2024Q4: 156,147 shares; 2025Q1: 182,877 shares; 2025Q2: 203,112 shares; 2025Q3: 224,070 shares; 2025Q4: 222,307 shares; 2026Q1: 223,202 shares; 2026Q2: 231,145 shares 231,145$10.8M4.2%+7,943Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 114,403 shares; 2024Q4: 125,231 shares; 2025Q1: 129,488 shares; 2025Q2: 134,238 shares; 2025Q3: 141,756 shares; 2025Q4: 141,876 shares; 2026Q1: 141,244 shares; 2026Q2: 141,630 shares 141,630$10.4M4.03%+386Timeline
VONGVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 73,321 shares; 2025Q2: 77,023 shares; 2025Q3: 78,862 shares; 2025Q4: 78,676 shares; 2026Q1: 79,346 shares; 2026Q2: 77,270 shares 77,270$9.88M3.83%-2,076Timeline
SCHRSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 154,537 shares; 2024Q4: 332,352 shares; 2025Q1: 341,685 shares; 2025Q2: 341,775 shares; 2025Q3: 351,528 shares; 2025Q4: 374,105 shares; 2026Q1: 377,569 shares; 2026Q2: 384,310 shares 384,310$9.48M3.67%+6,741Timeline
FNDXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,075 shares; 2024Q4: 237,235 shares; 2025Q1: 248,825 shares; 2025Q2: 255,428 shares; 2025Q3: 285,378 shares; 2025Q4: 284,406 shares; 2026Q1: 293,128 shares; 2026Q2: 294,344 shares 294,344$9.15M3.55%+1,216Timeline
SPMOINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 42,011 shares; 2025Q2: 45,666 shares; 2025Q3: 47,453 shares; 2025Q4: 49,206 shares; 2026Q1: 50,974 shares; 2026Q2: 48,493 shares 48,493$7.83M3.04%-2,481Timeline
IGIBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 105,604 shares; 2024Q4: 111,061 shares; 2025Q1: 114,300 shares; 2025Q2: 119,005 shares; 2025Q3: 122,664 shares; 2025Q4: 131,300 shares; 2026Q1: 131,930 shares; 2026Q2: 141,012 shares 141,012$7.5M2.91%+9,082Timeline
VYMVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,361 shares; 2024Q4: 63,577 shares; 2025Q1: 50,191 shares; 2025Q2: 49,189 shares; 2025Q3: 47,887 shares; 2025Q4: 47,884 shares; 2026Q1: 46,623 shares; 2026Q2: 44,266 shares 44,266$7M2.71%-2,357Timeline
MOATVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 180,203 shares; 2024Q4: 180,146 shares; 2025Q1: 86,143 shares; 2025Q2: 79,734 shares; 2025Q3: 76,002 shares; 2025Q4: 74,419 shares; 2026Q1: 70,147 shares; 2026Q2: 64,077 shares 64,077$6.66M2.58%-6,070Timeline
USTBVICTORY PORTFOLIOS IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,001 shares; 2024Q4: 62,792 shares; 2025Q1: 78,335 shares; 2025Q2: 80,578 shares; 2025Q3: 89,157 shares; 2025Q4: 100,443 shares; 2026Q1: 113,884 shares; 2026Q2: 118,115 shares 118,115$5.98M2.32%+4,231Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,236 shares; 2024Q4: 37,097 shares; 2025Q1: 28,818 shares; 2025Q2: 28,546 shares; 2025Q3: 28,122 shares; 2025Q4: 27,516 shares; 2026Q1: 27,484 shares; 2026Q2: 27,343 shares 27,343$5.82M2.25%-141Timeline
BSVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,785 shares; 2024Q4: 66,827 shares; 2025Q1: 69,003 shares; 2025Q2: 70,199 shares; 2025Q3: 71,551 shares; 2025Q4: 73,410 shares; 2026Q1: 72,106 shares; 2026Q2: 71,456 shares 71,456$5.57M2.16%-650Timeline
HYGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,499 shares; 2024Q4: 77,465 shares; 2025Q1: 76,902 shares; 2025Q2: 76,663 shares; 2025Q3: 75,930 shares; 2025Q4: 75,397 shares; 2026Q1: 71,798 shares; 2026Q2: 68,944 shares 68,944$5.51M2.14%-2,854Timeline
ANGLVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,539 shares; 2024Q4: 79,154 shares; 2025Q1: 81,684 shares; 2025Q2: 87,860 shares; 2025Q3: 98,590 shares; 2025Q4: 111,579 shares; 2026Q1: 125,940 shares; 2026Q2: 133,298 shares 133,298$3.9M1.51%+7,358Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,733 shares; 2024Q4: 4,718 shares; 2025Q1: 4,748 shares; 2025Q2: 4,721 shares; 2025Q3: 4,693 shares; 2025Q4: 4,663 shares; 2026Q1: 4,621 shares; 2026Q2: 4,323 shares 4,323$3.24M1.25%-298Timeline
VGTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,363 shares; 2024Q4: 3,363 shares; 2025Q1: 3,363 shares; 2025Q2: 3,363 shares; 2025Q3: 3,363 shares; 2025Q4: 3,363 shares; 2026Q1: 3,363 shares; 2026Q2: 27,725 shares 27,725$3.23M1.25%+24,362Timeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,263 shares; 2024Q4: 41,584 shares; 2025Q1: 40,901 shares; 2025Q2: 37,326 shares; 2025Q3: 36,603 shares; 2025Q4: 38,420 shares; 2026Q1: 35,351 shares; 2026Q2: 33,894 shares 33,894$2.81M1.09%-1,457Timeline
IJKISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,163 shares; 2024Q4: 20,072 shares; 2025Q1: 20,249 shares; 2025Q2: 20,252 shares; 2025Q3: 20,079 shares; 2025Q4: 20,080 shares; 2026Q1: 20,082 shares; 2026Q2: 20,084 shares 20,084$2.36M0.91%+2Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,003 shares; 2024Q4: 3,003 shares; 2025Q1: 3,003 shares; 2025Q2: 3,003 shares; 2025Q3: 3,003 shares; 2025Q4: 3,003 shares; 2026Q1: 3,003 shares; 2026Q2: 3,003 shares 3,003$2.05M0.79%0Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,329 shares; 2024Q4: 7,255 shares; 2025Q1: 7,255 shares; 2025Q2: 7,255 shares; 2025Q3: 7,185 shares; 2025Q4: 7,185 shares; 2026Q1: 7,185 shares; 2026Q2: 7,185 shares 7,185$1.7M0.66%0Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,401 shares; 2024Q4: 3,401 shares; 2025Q1: 3,408 shares; 2025Q2: 3,651 shares; 2025Q3: 3,941 shares; 2025Q4: 4,391 shares; 2026Q1: 4,591 shares; 2026Q2: 4,758 shares 4,758$1.38M0.53%+167Timeline
MDYSTATE STR SPDR S&P MIDCAP 40Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,124 shares; 2024Q4: 3,057 shares; 2025Q1: 1,730 shares; 2025Q2: 1,729 shares; 2025Q3: 1,683 shares; 2025Q4: 1,683 shares; 2026Q1: 1,683 shares; 2026Q2: 1,684 shares 1,684$1.18M0.46%+1Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,805 shares; 2024Q4: 1,805 shares; 2025Q1: 1,816 shares; 2025Q2: 1,805 shares; 2025Q3: 1,990 shares; 2025Q4: 2,365 shares; 2026Q1: 2,499 shares; 2026Q2: 4,637 shares 4,637$1.11M0.43%+2,138Timeline
SCHDSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,687 shares; 2024Q4: 32,368 shares; 2025Q1: 32,368 shares; 2025Q2: 32,319 shares; 2025Q3: 32,653 shares; 2025Q4: 32,829 shares; 2026Q1: 30,582 shares; 2026Q2: 30,703 shares 30,703$977K0.38%+121Timeline
SPTMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,322 shares; 2024Q4: 11,715 shares; 2025Q1: 10,938 shares; 2025Q2: 9,934 shares; 2025Q3: 9,934 shares; 2025Q4: 9,937 shares; 2026Q1: 10,191 shares; 2026Q2: 10,278 shares 10,278$933K0.36%+87Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,097 shares; 2024Q4: 2,097 shares; 2025Q1: 2,110 shares; 2025Q2: 2,106 shares; 2025Q3: 2,254 shares; 2025Q4: 2,269 shares; 2026Q1: 2,380 shares; 2026Q2: 2,428 shares 2,428$906K0.35%+48Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,865 shares; 2024Q4: 1,765 shares; 2025Q1: 1,765 shares; 2025Q2: 1,765 shares; 2025Q3: 1,970 shares; 2025Q4: 2,280 shares; 2026Q1: 2,410 shares; 2026Q2: 2,497 shares 2,497$892K0.35%+87Timeline
DFAIDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,406 shares; 2024Q4: 21,406 shares; 2025Q1: 21,406 shares; 2025Q2: 21,406 shares; 2025Q3: 21,406 shares; 2025Q4: 19,654 shares; 2026Q1: 19,654 shares; 2026Q2: 19,654 shares 19,654$811K0.31%0Timeline
NEARISHARES U S ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,039 shares; 2024Q4: 12,039 shares; 2025Q1: 13,287 shares; 2025Q2: 13,089 shares; 2025Q3: 13,089 shares; 2025Q4: 13,959 shares; 2026Q1: 13,965 shares; 2026Q2: 13,975 shares 13,975$708K0.27%+10Timeline
VCRVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,742 shares; 2024Q4: 1,742 shares; 2025Q1: 1,742 shares; 2025Q2: 1,742 shares; 2025Q3: 1,742 shares; 2025Q4: 1,742 shares; 2026Q1: 1,742 shares; 2026Q2: 1,742 shares 1,742$689K0.27%0Timeline
SCHFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,088 shares; 2024Q4: 18,176 shares; 2025Q1: 17,687 shares; 2025Q2: 17,675 shares; 2025Q3: 17,675 shares; 2025Q4: 22,815 shares; 2026Q1: 22,815 shares; 2026Q2: 22,815 shares 22,815$632K0.24%0Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,620 shares; 2024Q4: 1,620 shares; 2025Q1: 1,628 shares; 2025Q2: 1,620 shares; 2025Q3: 1,705 shares; 2025Q4: 1,705 shares; 2026Q1: 1,705 shares; 2026Q2: 1,749 shares 1,749$618K0.24%+44Timeline
XLGINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,436 shares; 2024Q4: 8,436 shares; 2025Q1: 8,436 shares; 2025Q2: 8,436 shares; 2025Q3: 8,436 shares; 2025Q4: 8,436 shares; 2026Q1: 8,436 shares; 2026Q2: 8,436 shares 8,436$517K0.2%0Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,313 shares; 2024Q4: 1,314 shares; 2025Q1: 1,325 shares; 2025Q2: 1,314 shares; 2025Q3: 1,314 shares; 2025Q4: 1,314 shares; 2026Q1: 1,314 shares; 2026Q2: 1,314 shares 1,314$486K0.19%0Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 594 shares; 2024Q4: 594 shares; 2025Q1: 594 shares; 2025Q2: 594 shares; 2025Q3: 601 shares; 2025Q4: 6,580 shares; 2026Q1: 6,655 shares; 2026Q2: 6,715 shares 6,715$479K0.19%+60Timeline
SPYVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,371 shares; 2024Q4: 9,415 shares; 2025Q1: 9,438 shares; 2025Q2: 9,470 shares; 2025Q3: 9,500 shares; 2025Q4: 9,093 shares; 2026Q1: 7,841 shares; 2026Q2: 7,864 shares 7,864$478K0.19%+23Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,308 shares; 2024Q4: 3,308 shares; 2025Q1: 3,308 shares; 2025Q2: 3,308 shares; 2025Q3: 3,383 shares; 2025Q4: 3,393 shares; 2026Q1: 3,453 shares; 2026Q2: 3,469 shares 3,469$474K0.18%+16Timeline
VCITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,547 shares; 2024Q4: 3,255 shares; 2025Q1: 5,529 shares; 2025Q2: 5,534 shares; 2025Q3: 5,746 shares; 2025Q4: 5,764 shares; 2026Q1: 6,441 shares; 2026Q2: 5,397 shares 5,397$446K0.17%-1,044Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 289 shares; 2025Q3: 332 shares; 2025Q4: 328 shares; 2026Q1: not reported; 2026Q2: 750 shares 750$422K0.16%newTimeline
VCSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,019 shares; 2025Q1: 5,387 shares; 2025Q2: 5,386 shares; 2025Q3: 5,521 shares; 2025Q4: 5,521 shares; 2026Q1: 6,297 shares; 2026Q2: 5,249 shares 5,249$415K0.16%-1,048Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,754 shares; 2024Q4: 2,754 shares; 2025Q1: 2,754 shares; 2025Q2: 2,754 shares; 2025Q3: 2,854 shares; 2025Q4: 3,104 shares; 2026Q1: 3,159 shares; 2026Q2: 3,154 shares 3,154$357K0.14%-5Timeline
MUMICRON TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 309 shares 309$357K0.14%newTimeline
DELLDELL TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 813 shares 813$351K0.14%newTimeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,108 shares; 2026Q1: 1,403 shares; 2026Q2: 1,714 shares 1,714$343K0.13%+311Timeline
MGVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,945 shares; 2024Q4: 1,956 shares; 2025Q1: 1,956 shares; 2025Q2: 1,960 shares; 2025Q3: 1,970 shares; 2025Q4: 1,845 shares; 2026Q1: 1,845 shares; 2026Q2: 1,851 shares 1,851$303K0.12%+6Timeline
RTXRTX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,424 shares; 2025Q3: 1,454 shares; 2025Q4: 1,454 shares; 2026Q1: 1,474 shares; 2026Q2: 1,498 shares 1,498$284K0.11%+24Timeline
SHYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,787 shares; 2026Q1: 3,152 shares; 2026Q2: 3,244 shares 3,244$266K0.1%+92Timeline
IYFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,054 shares; 2024Q4: 2,054 shares; 2025Q1: 2,054 shares; 2025Q2: 2,054 shares; 2025Q3: 2,054 shares; 2025Q4: 2,054 shares; 2026Q1: 2,054 shares; 2026Q2: 2,054 shares 2,054$262K0.1%0Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,588 shares; 2024Q4: 3,588 shares; 2025Q1: 3,572 shares; 2025Q2: 3,478 shares; 2025Q3: 3,478 shares; 2025Q4: 3,478 shares; 2026Q1: 3,478 shares; 2026Q2: 3,195 shares 3,195$246K0.1%-283Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 644 shares; 2026Q1: 674 shares; 2026Q2: 687 shares 687$236K0.09%+13Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 608 shares; 2026Q1: 638 shares; 2026Q2: 639 shares 639$225K0.09%+1Timeline

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
BSXBOSTON SCIENTIFIC CORP4,412$277Kshares
IOOISHARES TR1,915$232Kshares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001172661-26-002930 base2026-07-29acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0001172661-26-002930 Quarter ended 2026-06-302026-07-29acceptance time not in the bulk data set
13F-HR 0001172661-26-001511 Quarter ended 2026-03-312026-04-20acceptance time not in the bulk data set
13F-HR 0001172661-26-000333 Quarter ended 2025-12-312026-01-27acceptance time not in the bulk data set
13F-HR 0001172661-25-004447 Quarter ended 2025-09-302025-10-28acceptance time not in the bulk data set
13F-HR 0001172661-25-002790 Quarter ended 2025-06-302025-07-30acceptance time not in the bulk data set
13F-HR 0001172661-25-001662 Quarter ended 2025-03-312025-05-12acceptance time not in the bulk data set
13F-HR 0001172661-25-000372 Quarter ended 2024-12-312025-01-28acceptance time not in the bulk data set
13F-HR 0001172661-24-004214 Quarter ended 2024-09-302024-10-10acceptance time not in the bulk data set
13F-HR 0001172661-24-002869 Quarter ended 2024-06-302024-07-23acceptance time not in the bulk data set
13F-HR 0001172661-24-001962 Quarter ended 2024-03-312024-05-01acceptance time not in the bulk data set
13F-HR 0001172661-24-000433 Quarter ended 2023-12-312024-02-02acceptance time not in the bulk data set
13F-HR 0001172661-23-003531 Quarter ended 2023-09-302023-10-30acceptance time not in the bulk data set
13F-HR 0001172661-23-002538 Quarter ended 2023-06-302023-07-19acceptance time not in the bulk data set
13F-HR 0001172661-23-001844 Quarter ended 2023-03-312023-05-04acceptance time not in the bulk data set
13F-HR 0001172661-23-000268 Quarter ended 2022-12-312023-01-24acceptance time not in the bulk data set
13F-HR 0001606587-22-002125 Quarter ended 2022-09-302022-11-03acceptance time not in the bulk data set
13F-HR 0001606587-22-001393 Quarter ended 2022-06-302022-07-21acceptance time not in the bulk data set
13F-HR 0001606587-22-000724 Quarter ended 2022-03-312022-04-21acceptance time not in the bulk data set
13F-HR 0001606587-22-000273 Quarter ended 2021-12-312022-02-02acceptance time not in the bulk data set