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Farrow Financial, Inc.

Q1 2026 13F Holdings

  • Location
    south burlington, VT
  • Num holdings

    53

  • Value ($000)

    $176,084

  • Date Filed
    05/01/2026
  • Form type
    13F-HR
  • CIK
    0002010644
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
ITOT

ISHARES TR

CORE S&P TTL STK
464287150
$13.15M
8 %

92,304

S
SUSA

ISHARES TR

ESG OPTIMIZED
464288802
$12.88M
7 %

97,527

I
IVLU

ISHARES TR

MSCI INTL VLU FT
46435G409
$11.16M
6 %

281,287

M
MOAT

VANECK ETF TRUST

MRNGSTR WDE MOAT
92189F643
$10.12M
6 %

104,611

S
SGOV

ISHARES TR

0-3 MNTH TREASRY
46436E718
$8.09M
5 %

80,366

I
ICSH

ISHARES TR

ULTRA SHORT DUR
46434V878
$7.56M
4 %

149,338

A
AAPL

APPLE INC

COM
037833100
$6.79M
4 %

26,762

S
SCHO

SCHWAB STRATEGIC TR

SHT TM US TRES
808524862
$5.59M
3 %

230,174

H
HDV

ISHARES TR

CORE HIGH DV ETF
46429B663
$5.34M
3 %

39,346

D
DIVO

AMPLIFY ETF TR

CWP ENHANCED DIV
032108409
$5.13M
3 %

114,277

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