SEC 13F Intelligence

Managers / Q1 2026

Farrow Financial, Inc.

CIK 0002010644 · 1 KENNEDY DRIVE SUITE U8, SOUTH BURLINGTON, VT, 05403 · 8027284287

Reported Value
$176M
Q1 2026
Positions
53
Filings on Record
10
2019–present window
Filed
May 1, 2026
original filing

Summary

Farrow Financial, Inc. reported $176M in U.S.-listed holdings across 53 positions for Q1 2026.

Its largest position, Ishares Tr, represents 7.5% of the portfolio.

Compared with Q4 2025, the fund opened 1 new position and exited 1.

Portfolio Metrics

Turnover
+5.9%
vs prior filed quarter
Top-10 Concentration
+48.7%
share of reported value
Largest Position
+7.5%
Ishares Tr
New / Exited
1 / 1
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’23: $133MQ4 ’23Q1 ’24: $143MQ2 ’24: $147MQ2 ’24Q3 ’24: $159MQ4 ’24: $154MQ4 ’24Q1 ’25: $149MQ2 ’25: $165MQ2 ’25Q3 ’25: $172MQ4 ’25: $174MQ4 ’25Q1 ’26: $176Mfilingsflow.com

Portfolio Composition

By security type
ETP: 60.4%Common Stock: 37.5%Other: 2.0%
  • ETP · 60.4% · $106M
  • Common Stock · 37.5% · $66M
  • Other · 2.0% · $4M

Quarter-over-Quarter Changes full breakdown →

vs Q4 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
ISHARES TRNEW+148.5K148.5K+$5M$5M
AVGOBROADCOM INCSOLD OUT5800$200,738$0
SCHYSCHWAB STRATEGIC TRADDED+43.5K124.3K+$2M$4M
COSTCOSTCO WHOLESALE CORPORATIONADDED+6952.6K+$942,194$3M
SCHWAB STRATEGIC TRADDED+23.1K106.4K+$485,773$3M
JPMJPMORGAN CHASE & COTRIMMED2.2K8.1K$923,815$2M
PLXSPLEXUS CORPTRIMMED3.4K13.8K+$274,169$3M
SCHWAB STRATEGIC TRADDED+21.6K162.5K+$515,259$4M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q1 2026

36 positions
#IssuerClass% PortfolioValueShares
1ISHARES TRCORE S&P TTL STK · ESG OPTIMIZED · MSCI INTL VLU FT · 0-3 MNTH TREASRY · ULTRA SHORT DUR · CORE HIGH DV ETF · PFD AND INCM SEC · CORE US AGGBD ET · CORE MSCI EAFE36.23%$64M900.2K
2SCHYSCHWAB STRATEGIC TRSHT TM US TRES · INT-TRM U.S TRES · INTERNL DIVID · US BRD MKT ETF9.22%$16M623.4K
3VANECK ETF TRUSTMRNGSTR WDE MOAT5.74%$10M104.6K
4AAPLAPPLE INChistory →COM3.86%$7M26.8K
5AMPLIFY ETF TRCWP ENHANCED DIV2.91%$5M114.3K
6NVDANVIDIA CORPORATIONhistory →COM2.61%$5M26.4K
7MTZMASTEC INChistory →COM2.38%$4M13.0K
8GOOGLALPHABET INChistory →CAP STK CL A2.14%$4M13.1K
9CRCCANADIAN NAT RES LTD MED TERhistory →COM1.91%$3M69.2K
10NRANRG ENERGY INChistory →COM NEW1.77%$3M21.4K
11MSFTMICROSOFT CORPhistory →COM1.76%$3M8.4K
12CSCOCISCO SYS INChistory →COM1.75%$3M39.6K
13PLXSPLEXUS CORPhistory →COM1.59%$3M13.8K
14CONSOLIDATED WATER CO INCORD1.59%$3M84.6K
15NEENEXTERA ENERGY INChistory →COM1.55%$3M29.4K
16NDQINVESCO QQQ TRhistory →UNIT SER 11.53%$3M4.7K
17DGXQUEST DIAGNOSTICS INChistory →COM1.48%$3M13.3K
18COSTCOSTCO WHOLESALE CORPORATIONhistory →COM1.45%$3M2.6K
19CNRCANADIAN NATL RY COhistory →COM1.44%$3M24.8K
20BMIBADGER METER INChistory →COM1.43%$3M16.5K
21TRMBTRIMBLE INChistory →COM1.43%$3M38.5K
22GLOBAL X FDSCYBRSCURTY ETF · CONSCIOUS COS1.43%$3M94.5K
23LECOLINCOLN ELEC HLDGS INChistory →COM1.36%$2M9.6K
24JPMJPMORGAN CHASE & COhistory →COM1.36%$2M8.1K
25FIRST TR EXCHANGE-TRADED FDWTR ETF1.35%$2M23.1K
26LLYELI LILLY & COhistory →COM1.31%$2M2.5K
27VMCVULCAN MATLS COhistory →COM1.30%$2M8.4K
28BLKBLACKROCK INChistory →COM1.20%$2M2.2K
29BRK/ABERKSHIRE HATHAWAY INC DELCL A · CL B NEW1.08%$2M985
30VANGUARD INDEX FDSS&P 500 ETF SHS1.04%$2M3.1K
31SPDR SERIES TRUSTSTATE STREET SPD0.67%$1M19.4K
32PGPROCTER & GAMBLE COCOM0.49%$865,0526.0K
33CRISPR THERAPEUTICS AGNAMEN AKT0.46%$807,69217.0K
34ITWILLINOIS TOOL WKS INCCOM0.43%$763,4312.9K
35STATE STR SPDR S&P 500 ETF TTR UNIT0.29%$515,070792
36JNJJOHNSON & JOHNSONCOM0.16%$273,7731.1K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$176M53May 1, 202613F-HRchanges · EDGAR ↗
Q4 2025$174M53Jan 27, 202613F-HRchanges · EDGAR ↗
Q3 2025$172M53Nov 3, 202513F-HRchanges · EDGAR ↗
Q2 2025$165M51Aug 11, 202513F-HRchanges · EDGAR ↗
Q1 2025$149M50May 9, 202513F-HRchanges · EDGAR ↗
Q4 2024$154M50Feb 7, 202513F-HRchanges · EDGAR ↗
Q3 2024$159M52Oct 24, 202413F-HRchanges · EDGAR ↗
Q2 2024$147M50Jul 15, 202413F-HRchanges · EDGAR ↗
Q1 2024$143M53May 2, 202413F-HRchanges · EDGAR ↗
Q4 2023$133M51Feb 8, 202413F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.