Farrow Financial, Inc.

Est. AUM

$176.1M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE S&P TTL STK	$13.1M	92304	7.47%	SOLE
2	ISHARES TR	ESG OPTIMIZED	$12.9M	97527	7.32%	SOLE
3	ISHARES TR	MSCI INTL VLU FT	$11.2M	281287	6.34%	SOLE
4	VANECK ETF TRUST	MRNGSTR WDE MOAT	$10.1M	104611	5.74%	SOLE
5	ISHARES TR	0-3 MNTH TREASRY	$8.1M	80366	4.59%	SOLE
6	ISHARES TR	ULTRA SHORT DUR	$7.6M	149338	4.29%	SOLE
7	APPLE INC	COM	$6.8M	26762	3.86%	SOLE
8	SCHWAB STRATEGIC TR	SHT TM US TRES	$5.6M	230174	3.17%	SOLE
9	ISHARES TR	CORE HIGH DV ETF	$5.3M	39346	3.03%	SOLE
10	AMPLIFY ETF TR	CWP ENHANCED DIV	$5.1M	114277	2.91%	SOLE
11	NVIDIA CORPORATION	COM	$4.6M	26357	2.61%	SOLE
12	ISHARES TR	PFD AND INCM SEC	$4.5M	148525	2.56%	SOLE
13	MASTEC INC	COM	$4.2M	13029	2.38%	SOLE
14	SCHWAB STRATEGIC TR	INT-TRM U.S TRES	$4.0M	162488	2.30%	SOLE
15	SCHWAB STRATEGIC TR	INTERNL DIVID	$3.9M	124338	2.24%	SOLE
16	ALPHABET INC	CAP STK CL A	$3.8M	13093	2.14%	SOLE
17	CANADIAN NAT RES LTD MED TER	COM	$3.4M	69190	1.91%	SOLE
18	NRG ENERGY INC	COM NEW	$3.1M	21353	1.77%	SOLE
19	MICROSOFT CORP	COM	$3.1M	8368	1.76%	SOLE
20	CISCO SYS INC	COM	$3.1M	39635	1.75%	SOLE
21	PLEXUS CORP	COM	$2.8M	13848	1.59%	SOLE
22	CONSOLIDATED WATER CO INC	ORD	$2.8M	84563	1.59%	SOLE
23	NEXTERA ENERGY INC	COM	$2.7M	29430	1.55%	SOLE
24	INVESCO QQQ TR	UNIT SER 1	$2.7M	4676	1.53%	SOLE
25	SCHWAB STRATEGIC TR	US BRD MKT ETF	$2.7M	106388	1.52%	SOLE
26	QUEST DIAGNOSTICS INC	COM	$2.6M	13311	1.48%	SOLE
27	COSTCO WHOLESALE CORPORATION	COM	$2.5M	2557	1.45%	SOLE
28	CANADIAN NATL RY CO	COM	$2.5M	24752	1.44%	SOLE
29	BADGER METER INC	COM	$2.5M	16532	1.43%	SOLE
30	TRIMBLE INC	COM	$2.5M	38481	1.43%	SOLE
31	LINCOLN ELEC HLDGS INC	COM	$2.4M	9639	1.36%	SOLE
32	JPMORGAN CHASE & CO	COM	$2.4M	8142	1.36%	SOLE
33	FIRST TR EXCHANGE-TRADED FD	WTR ETF	$2.4M	23075	1.35%	SOLE
34	ELI LILLY & CO	COM	$2.3M	2504	1.31%	SOLE
35	VULCAN MATLS CO	COM	$2.3M	8377	1.30%	SOLE
36	GLOBAL X FDS	CYBRSCURTY ETF	$2.2M	86085	1.23%	SOLE
37	BLACKROCK INC	COM	$2.1M	2200	1.20%	SOLE
38	VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.8M	3064	1.04%	SOLE
39	BERKSHIRE HATHAWAY INC DEL	CL A	$1.4M	2	0.82%	SOLE
40	PROCTER & GAMBLE CO	COM	$865K	5989	0.49%	SOLE
41	SPDR SERIES TRUST	STATE STREET SPD	$814K	15354	0.46%	SOLE
42	CRISPR THERAPEUTICS AG	NAMEN AKT	$808K	16979	0.46%	SOLE
43	ILLINOIS TOOL WKS INC	COM	$763K	2933	0.43%	SOLE
44	ISHARES TR	CORE US AGGBD ET	$736K	7416	0.42%	SOLE
45	STATE STR SPDR S&P 500 ETF T	TR UNIT	$515K	792	0.29%	SOLE
46	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$471K	983	0.27%	SOLE
47	ISHARES TR	CORE MSCI EAFE	$373K	4116	0.21%	SOLE
48	SPDR SERIES TRUST	STATE STREET SPD	$369K	4025	0.21%	SOLE
49	GLOBAL X FDS	CONSCIOUS COS	$348K	8380	0.20%	SOLE
50	JOHNSON & JOHNSON	COM	$274K	1120	0.16%	SOLE

1–50 of 53

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.