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Darwin Wealth Management, LLC

Q2 2026 13F filing

Updated 51 days ago

777 disclosed positions worth $365.3M

Portfolio value
$365.3M
Total holdings
777
New positions
195
Closed positions
22
Increased
247
Decreased
107
Turnover
27.9%
Filed
2026-07-21

Full holdings

Every line item disclosed in Q2 2026

S

SELECT SECTOR SPDR TR

-0.4%
Value
$14.7M
Shares
77.2K
% Port
4.03%
H

VANECK ETF TRUST

+5.1%
Value
$14.4M
Shares
272.5K
% Port
3.95%
E

ISHARES TR

+3.2%
Value
$14.3M
Shares
137.9K
% Port
3.92%
?
4.N/A

HORIZON FDS

Value
$13.6M
Shares
1.44M
% Port
3.71%
V

VANGUARD WORLD FD

+385.1%
Value
$11.4M
Shares
130.2K
% Port
3.13%
E

ISHARES INC

+1.0%
Value
$11.3M
Shares
110.6K
% Port
3.10%
F
7.FPF

FIRST TR EXCHNG TRADED FD VI

+2.8%
Value
$10.7M
Shares
428.4K
% Port
2.92%
F
8.FPF

FIRST TR EXCHANGE-TRADED FD

+3.4%
Value
$9.6M
Shares
192.5K
% Port
2.62%
Q
9.QQQ

INVESCO QQQ TR

-1.2%
Value
$8.1M
Shares
11.0K
% Port
2.21%
E
10.ETHA

ISHARES TR

+4.9%
Value
$8M
Shares
84.9K
% Port
2.20%
P
11.PDI

PIMCO ETF TR

+5.5%
Value
$7.2M
Shares
78.3K
% Port
1.98%
M
12.MMD

NEW YORK LIFE INVTS ACTIVE E

+4.4%
Value
$6.9M
Shares
282.2K
% Port
1.88%
L
13.LRCX

LAM RESEARCH CORP

-22.0%
Value
$5.9M
Shares
13.7K
% Port
1.63%
M
14.MSFT

MICROSOFT CORP

+18.7%
Value
$5.9M
Shares
15.8K
% Port
1.61%
S

SELECT SECTOR SPDR TR

+3.8%
Value
$5.8M
Shares
54.4K
% Port
1.59%
A
16.AMZN

AMAZON COM INC

+41.7%
Value
$5.5M
Shares
23.1K
% Port
1.51%
?
17.N/A

SERIES PORTFOLIOS TR

+5.2%
Value
$5.4M
Shares
181.3K
% Port
1.49%
G

ALPHABET INC

+19.1%
Value
$5.3M
Shares
14.7K
% Port
1.44%
F
19.FPF

FIRST TR EXCHANGE-TRADED FD

+4.0%
Value
$5.2M
Shares
32.4K
% Port
1.42%
?
20.N/A

VANECK ETF TRUST

Value
$5M
Shares
126.2K
% Port
1.37%
E
21.ETHA

ISHARES TR

+308.3%
Value
$4.9M
Shares
39.8K
% Port
1.35%
F
22.FPF

FIRST TR EXCHNG TRADED FD VI

+0.7%
Value
$4.9M
Shares
112.8K
% Port
1.35%
?
23.N/A

ETF SER SOLUTIONS

+5.9%
Value
$4.8M
Shares
80.8K
% Port
1.32%
S

SPDR SERIES TRUST

+2.1%
Value
$4.8M
Shares
40.5K
% Port
1.32%
K
25.KO

COCA COLA CO

+6.7%
Value
$4.2M
Shares
51.6K
% Port
1.15%
S

SELECT SECTOR SPDR TR

+3.8%
Value
$4.1M
Shares
26.1K
% Port
1.13%
S

SELECT SECTOR SPDR TR

+2.1%
Value
$3.8M
Shares
32.8K
% Port
1.05%
?
28.N/A

NEW YORK LIFE INVESTMENTS ET

+3.4%
Value
$3.8M
Shares
104.0K
% Port
1.04%
F
29.FPF

FIRST TR EXCHANGE-TRADED FD

+0.9%
Value
$3.7M
Shares
89.8K
% Port
1.00%
A
30.AAPL

APPLE INC

+9.7%
Value
$3.5M
Shares
12.1K
% Port
0.96%
H
31.HODL

VANECK ETF TRUST

+6.0%
Value
$3.5M
Shares
33.5K
% Port
0.95%
D
32.DYN

DYNE THERAPEUTICS INC

+0.3%
Value
$3.4M
Shares
155.3K
% Port
0.94%
T
33.TJX

TJX COS INC NEW

+53.3%
Value
$3.4M
Shares
22.7K
% Port
0.94%
A
34.AMAT

APPLIED MATLS INC

+299.7%
Value
$3.4M
Shares
4.8K
% Port
0.94%
V
35.VRT

VERTIV HOLDINGS CO

-14.2%
Value
$3.4M
Shares
10.2K
% Port
0.93%
W
36.WDAY

WORKDAY INC

+81.8%
Value
$3.4M
Shares
27.7K
% Port
0.93%
A
37.AVGO

BROADCOM INC

+0.4%
Value
$3.3M
Shares
8.7K
% Port
0.90%
C
38.CSCO

CISCO SYS INC

-0.2%
Value
$3.2M
Shares
27.6K
% Port
0.89%
V
39.V

VISA INC

+22.3%
Value
$3.2M
Shares
9.3K
% Port
0.88%
A
40.ADI

ANALOG DEVICES INC

-21.7%
Value
$3.1M
Shares
7.8K
% Port
0.85%
F
41.FPF

FIRST TR EXCHANGE TRADED FD

-2.4%
Value
$3.1M
Shares
71.5K
% Port
0.84%
N
42.NFLX

NETFLIX INC.

+15.8%
Value
$3M
Shares
42.6K
% Port
0.83%
L
43.LPG

FLEX LTD

+342.5%
Value
$2.8M
Shares
17.3K
% Port
0.77%
?
44.N/A

TIDAL TRUST I

+2.5%
Value
$2.8M
Shares
113.2K
% Port
0.76%
J
45.JBL

JABIL INC

-19.9%
Value
$2.7M
Shares
7.1K
% Port
0.75%
S

SELECT SECTOR SPDR TR

+2.2%
Value
$2.7M
Shares
49.7K
% Port
0.73%
T
47.TEL

TE CONNECTIVITY PLC

+12.3%
Value
$2.6M
Shares
12.9K
% Port
0.71%
E
48.ETHA

ISHARES TR

+3.5%
Value
$2.6M
Shares
10.6K
% Port
0.70%
F
49.FPF

FIRST TR EXCHANGE TRADED FD

+2.4%
Value
$2.6M
Shares
31.5K
% Port
0.70%
S

SELECT SECTOR SPDR TR

+2.6%
Value
$2.5M
Shares
13.8K
% Port
0.70%