Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Farrow Financial, Inc. 13F Holdings -- Portfolio & Top Positions (2026-03-31)

Farrow Financial, Inc. (CIK 2010644) reported $176.1M across 53 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: ITOT ($13.1M, 7.47%), SUSA ($12.9M, 7.32%), IVLU ($11.2M, 6.34%), MOAT ($10.1M, 5.74%), SGOV ($8.1M, 4.59%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1ITOTISHARES TR$13.1M7.47%92,304Trimmed
2SUSAISHARES TR$12.9M7.32%97,527Trimmed
3IVLUISHARES TR$11.2M6.34%281,287Trimmed
4MOATVANECK ETF TRUST$10.1M5.74%104,611Trimmed
5SGOVISHARES TR$8.1M4.59%80,366Trimmed
6ICSHISHARES TR$7.6M4.29%149,338Trimmed
7AAPLAPPLE INC$6.8M3.86%26,762Trimmed
8SCHOSCHWAB STRATEGIC TR$5.6M3.17%230,174Trimmed
9HDVISHARES TR$5.3M3.03%39,346Trimmed
10DIVOAMPLIFY ETF TR$5.1M2.91%114,277Added
11NVDANVIDIA CORPORATION$4.6M2.61%26,357Trimmed
12PFFISHARES TR$4.5M2.56%148,525New
13MTZMASTEC INC$4.2M2.38%13,029Trimmed
14SCHRSCHWAB STRATEGIC TR$4.0M2.30%162,488Added
15SCHYSCHWAB STRATEGIC TR$3.9M2.24%124,338Added
16GOOGLALPHABET INC$3.8M2.14%13,093Added
17CNQCANADIAN NAT RES LTD MED TER$3.4M1.91%69,190Added
18NRGNRG ENERGY INC$3.1M1.77%21,353Trimmed
19MSFTMICROSOFT CORP$3.1M1.76%8,368Added
20CSCOCISCO SYS INC$3.1M1.75%39,635Trimmed
21PLXSPLEXUS CORP$2.8M1.59%13,848Trimmed
22CWCOCONSOLIDATED WATER CO INC$2.8M1.59%84,563Trimmed
23NEENEXTERA ENERGY INC$2.7M1.55%29,430Added
24QQQINVESCO QQQ TR$2.7M1.53%4,676Added
25SCHBSCHWAB STRATEGIC TR$2.7M1.52%106,388Added

Source: SEC Form 13F filings · as of 2026-03-31