Holdings of Farrow Financial, Inc.
45 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 54 % of the equity sleeve
Sector breakdown
- Funds 13.4 %
- Technology 11.1 %
- Financials 4.2 %
- Utilities 3.7 %
- Health care 3.3 %
- Industrials 3.1 %
- Communication 2.4 %
- Consumer staples 2.2 %
- Materials 1.4 %
- Consumer discretionary 0.1 %
- Unattributed 55.0 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|
| 1 | US | 45 | 157.9M $ | 100.00 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|
| 1 | iShares Core S&P Total U.S. Stock Market ETF | 92,304 | 13.1M $ | |
| 2 | iShares ESG Optimized MSCI USA ETF | 97,527 | 12.9M $ | |
| 3 | iShares MSCI International Value Factor ETF | 281,287 | 11.2M $ | |
| 4 | VanEck Morningstar Wide Moat ETF | 104,611 | 10.1M $ | |
| 5 | iShares Trust | 80,366 | 8.1M $ | |
| 6 | iShares Ultra Short Duration B | 149,338 | 7.6M $ | |
| 7 | Apple Inc | 26,762 | 6.8M $ | |
| 8 | Schwab Short-Term U.S. Treasury ETF | 230,174 | 5.6M $ | |
| 9 | iShares Core High Dividend ETF | 39,346 | 5.3M $ | |
| 10 | NVIDIA Corp | 26,357 | 4.6M $ | |
| 11 | iShares Preferred and Income S | 148,525 | 4.5M $ | |
| 12 | MasTec Inc | 13,029 | 4.2M $ | |
| 13 | Schwab Intermediate-Term U.S. Treasury ETF | 162,488 | 4M $ | |
| 14 | Schwab International Dividend Equity ETF | 124,338 | 3.9M $ | |
| 15 | Alphabet Inc | 13,093 | 3.8M $ | |
| 16 | NRG Energy Inc | 21,353 | 3.1M $ | |
| 17 | Microsoft Corp | 8,368 | 3.1M $ | |
| 18 | Cisco Systems, Inc. | 39,635 | 3.1M $ | |
| 19 | Plexus Corp | 13,848 | 2.8M $ | |
| 20 | NextEra Energy Inc | 29,430 | 2.7M $ | |
| 21 | Invesco QQQ Trust Series 1 | 4,676 | 2.7M $ | |
| 22 | Schwab US Broad Market ETF | 106,388 | 2.7M $ | |
| 23 | Quest Diagnostics Inc | 13,311 | 2.6M $ | |
| 24 | Costco Wholesale Corp | 2,557 | 2.5M $ | |
| 25 | Badger Meter Inc | 16,532 | 2.5M $ | |
| 26 | Trimble Inc | 38,481 | 2.5M $ | |
| 27 | Lincoln Electric Holdings Inc | 9,639 | 2.4M $ | |
| 28 | JPMorgan Chase & Co | 8,142 | 2.4M $ | |
| 29 | Eli Lilly & Co | 2,504 | 2.3M $ | |
| 30 | Vulcan Materials Co | 8,377 | 2.3M $ | |
| 31 | Global X Funds | 86,085 | 2.2M $ | |
| 32 | Blackrock Inc | 2,200 | 2.1M $ | |
| 33 | Vanguard S&P 500 ETF | 3,064 | 1.8M $ | |
| 34 | Berkshire Hathaway Inc | 2 | 1.4M $ | |
| 35 | Procter & Gamble Co/The | 5,989 | 865.1K $ | |
| 36 | Illinois Tool Works Inc | 2,933 | 763.4K $ | |
| 37 | iShares Core U.S. Aggregate Bond ETF | 7,416 | 736.2K $ | |
| 38 | State Street SPDR S&P 500 ETF Trust | 792 | 515.1K $ | |
| 39 | Berkshire Hathaway Inc | 983 | 471.1K $ | |
| 40 | iShares Core MSCI EAFE ETF | 4,116 | 372.6K $ | |
| 41 | SPDR Series Trust | 4,025 | 368.9K $ | |
| 42 | Johnson & Johnson | 1,120 | 273.8K $ | |
| 43 | Regions Financial Corp | 10,000 | 261.2K $ | |
| 44 | Amazon.com Inc | 1,058 | 220.4K $ | |
| 45 | Lineage Cell Therapeutics Inc | 11,500 | 18.2K $ | |