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Darrow Company, Inc.
Darrow Wealth Management is an SEC-registered investment adviser and independent, fee-only wealth management firm headquartered in Needham, Massachusetts, with additional offices in Boston. Founded in 1987, Darrow specializes in ongoing asset management and comprehensive financial planning for high-net-worth individuals and families, particularly those undergoing sudden wealth events such as IPOs, sale of a business, inheritance, or other liquidity events. The firm employs 1-10 professionals with expertise in investment management, retirement planning, estate planning, and tax strategies, serving clients across the United States.
Investment Strategy
Darrow Wealth Management employs a disciplined, research-driven investment strategy focused on long-term asset management, portfolio diversification, and risk management. The firm blends active and passive investment approaches based on each client's unique financial situation and risk tolerance. Darrow tailors portfolios to address the complexities of sudden wealth and liquidity events, and utilizes advanced financial technologies and analytical tools to optimize returns and ensure transparency. The firm prioritizes fiduciary responsibility, ethical standards, and customized planning, incorporating strategies such as tax optimization, estate planning, and options when appropriate.
Latest 13F Filing Activity
Darrow Company, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 52 equity positions with a total 13F market value of $198M. The fund increased holdings in Invesco QQQ TR, SPDR S&P 500 Etf TR, Vanguard Scottsdale FDS among other positions. Darrow Company, Inc. reduced exposure to Vaneck Etf Trust, Schwab Strategic TR, Exxon Mobil Corp. among others.
Top Holdings
Equity Positions (52)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
Q QQQ | INVESCO QQQ TR | 12.62% | $24.9M | 45,218 | $408.77 | $551.64 | +$4.6M |
B BIV | VANGUARD BD INDEX FDS | 8.28% | $16.4M | 211,429 | $82.02 | $77.34 | +$580.1K |
U USMV | ISHARES TR | 7.81% | $15.4M | 164,325 | $78.75 | $93.87 | +$420.7K |
S SPGP | INVESCO EXCHANGE TRADED FD T | 5.61% | $11.1M | 102,965 | $100.32 | $107.70 | +$1.2M |
B BND | VANGUARD BD INDEX FDS | 5.00% | $9.9M | 134,238 | $80.34 | $73.63 | +$373.1K |
Industry Allocation
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