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Jody White

Farrow Financial, Inc.

Assets Managed
$176.084M
Holdings
53
Last Quarter
2026 - Q1
Filed Date
15d ago
Growth Rate
1.18%(2Q avg: 1.09%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Farrow Financial, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 53 positions.

Assets under management

The assets under management (AUM) of Farrow Financial, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 176.084M in assets, with a quarterly growth rate of 1.18% and a 2-quarter average growth rate of 1.09%. The portfolio is managed by Jody White, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
ITOT
Ishares Core S&p Total U.s.
Recent Activity
Decreased -1.27%
7.47%
$13.147M
92,304 shares@ $142.44 avg price
SUSA
Ishares Msci Usa Esg Select
Recent Activity
Decreased -0.48%
7.32%
$12.883M
97,527 shares@ $132.11 avg price
IVLU
Ishares Msci International V
Recent Activity
Decreased -0.19%
6.34%
$11.161M
281,287 shares@ $39.69 avg price
MOAT
Vaneck Morningstar Wide Moat
Recent Activity
Decreased -0.56%
5.75%
$10.116M
104,611 shares@ $96.71 avg price
SGOV
Ishares 0-3 Month Treasury B
Recent Activity
Decreased -8.99%
4.6%
$8.09M
80,366 shares@ $100.67 avg price
ICSH
Ishares Ult Stba Etf Usd Inc
Recent Activity
Decreased -0.52%
4.3%
$7.559M
149,338 shares@ $50.63 avg price
AAPL
Apple Inc
Recent Activity
Decreased -6.35%
3.86%
$6.792M
26,762 shares@ $253.8 avg price
SCHO
Schwab Short-term Us Treas
Recent Activity
Decreased -0.52%
3.18%
$5.586M
230,174 shares@ $24.28 avg price
HDV
Ishares Core High Dividend E
Recent Activity
Decreased -0.79%
3.04%
$5.34M
39,346 shares@ $135.73 avg price
DIVO
Amplify Cwp Enhanced Dividen
Recent Activity
Increased 1.2%
2.92%
$5.125M
114,277 shares@ $44.86 avg price

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