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Darrow Company, Inc.

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13F filer, CIK 1908169, Needham, MA

Darrow Company, Inc. reported $222,144,990 across 56 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-20. Its ten largest share positions make up 59.84% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-26-001511

Period
2026-03-31
Reported value
$222M
Holdings
56
Top 10 weight
59.84%
New
0
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SPYadded+4,802$3.12M
USTBadded+13,441$680K
BIVadded+8,258$637K
SPGPadded+5,771$621K
DGRWadded+5,319$467K

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
MOATreduced-4,272-$413K
HYGreduced-3,599-$286K
GSLCexited-2,045-$271K
SCHXexited-9,320-$251K
METAexited-328-$217K

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, Q1 2026

Share positions as resolved from 13F-HR 0001172661-26-001511, largest first. % of portfolio is the value over $222,144,990, 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; 2024Q2: restricted; 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 46,717$26.9M12.11%+457Timeline
BIVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 242,401$18.7M8.42%+8,258Timeline
USMVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 179,532$16.6M7.5%+4,726Timeline
SPGPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 113,671$12.2M5.51%+5,771Timeline
DGRWWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 120,485$10.6M4.76%+5,319Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 141,244$10.4M4.68%-632Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 15,173$9.87M4.44%+4,802Timeline
HEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 223,202$9.48M4.27%+895Timeline
SCHRSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 377,569$9.4M4.23%+3,464Timeline
VONGVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 79,346$8.7M3.92%+670Timeline
FNDXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 293,128$8.15M3.67%+8,722Timeline
IGIBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 131,930$7.02M3.16%+630Timeline
VYMVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 46,623$6.9M3.11%-1,261Timeline
MOATVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 70,147$6.78M3.05%-4,272Timeline
USTBVICTORY PORTFOLIOS IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 113,884$5.76M2.59%+13,441Timeline
SPMOINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 50,974$5.71M2.57%+1,768Timeline
HYGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 71,798$5.71M2.57%-3,599Timeline
BSVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 72,106$5.65M2.55%-1,304Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 27,484$5.27M2.37%-32Timeline
ANGLVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 125,940$3.61M1.63%+14,361Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 4,621$3.02M1.36%-42Timeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 35,351$2.47M1.11%-3,069Timeline
VGTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 3,363$2.25M1.01%0Timeline
IJKISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 20,082$2.02M0.91%+2Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 3,003$1.74M0.79%0Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 7,185$1.55M0.7%0Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 4,591$1.17M0.52%+200Timeline
MDYSTATE STR SPDR S&P MIDCAP 40Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 1,683$1.04M0.47%0Timeline
SCHDSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 30,582$935K0.42%-2,247Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 2,380$881K0.4%+111Timeline
SPTMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 10,191$806K0.36%+254Timeline
DFAIDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 19,654$766K0.34%0Timeline
NEARISHARES U S ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 13,965$710K0.32%+6Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 2,410$693K0.31%+130Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 594 shares; 2024Q4: 594 shares; 2025Q1: 594 shares; 2025Q2: 594 shares; 2025Q3: 601 shares; 2025Q4: 6,580 shares; 2026Q1: 6,655 shares 6,655$640K0.29%+75Timeline
VCRVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 1,742$606K0.27%0Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 3,453$586K0.26%+60Timeline
SCHFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 22,815$565K0.25%0Timeline
VCITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 6,441$533K0.24%+677Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 2,499$520K0.23%+134Timeline
VCSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 6,297$499K0.22%+776Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 1,705$489K0.22%0Timeline
XLGINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 8,436$460K0.21%0Timeline
SPYVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 7,841$436K0.2%-1,252Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 1,314$422K0.19%0Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 3,159$393K0.18%+55Timeline
RTXRTX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 1,474$284K0.13%+20Timeline
BSXBOSTON SCIENTIFIC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,382 shares; 2025Q4: 4,392 shares; 2026Q1: 4,412 shares 4,412$277K0.12%+20Timeline
MGVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 1,845$263K0.12%0Timeline
SHYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,787 shares; 2026Q1: 3,152 shares 3,152$260K0.12%+365Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,108 shares; 2026Q1: 1,403 shares 1,403$245K0.11%+295Timeline
IYFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 2,054$242K0.11%0Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 3,478$235K0.11%0Timeline
IOOISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,023 shares; 2024Q4: 2,680 shares; 2025Q1: 2,681 shares; 2025Q2: 2,716 shares; 2025Q3: 1,938 shares; 2025Q4: 1,915 shares; 2026Q1: 1,915 shares 1,915$232K0.1%0Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 608 shares; 2026Q1: 638 shares 638$210K0.09%+30Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 644 shares; 2026Q1: 674 shares 674$204K0.09%+30Timeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
GSLCGOLDMAN SACHS ETF TR2,045$271Kshares
SCHXSCHWAB STRATEGIC TR9,320$251Kshares
METAMETA PLATFORMS INC328$217Kshares

How Q1 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 0001172661-26-001511 base2026-04-20acceptance time not in the bulk data set