Darwin Wealth Management, LLC

CIK: 0001663224Latest portfolio: $321.9M · Q4 2025

Holdings

660

Total Value

$321.9M

New Positions

650

Closed Positions

0

#StockSharesValue% PortfolioChangeType
1
EFAISHARES TR
157,367$15.1M4.69%NEW
2
CLOIVANECK ETF TRUST
259,273$13.7M4.25%NEW
3
AFIFTWO RDS SHARED TR
1,278,866$12.0M3.74%NEW
4
MGKVANGUARD WORLD FD
29,005$12.0M3.72%NEW
5
XLKSELECT SECTOR SPDR TR
81,881$11.8M3.66%NEW
6
EMXCISHARES INC
143,571$10.4M3.24%NEW
7
UCONFIRST TR EXCHNG TRADED FD VI
359,545$9.0M2.81%NEW
8
NDQINVESCO QQQ TR
14,243$8.7M2.72%NEW
9
LMBSFIRST TR EXCHANGE-TRADED FD
174,461$8.7M2.71%NEW
10
CLOBVANECK ETF TRUST
159,453$8.1M2.51%NEW
11
QQEWFIRST TR EXCHANGE-TRADED FD
56,737$8.1M2.51%NEW
12
BONDPIMCO ETF TR
74,116$6.9M2.14%NEW
13
XLCSELECT SECTOR SPDR TR
48,379$5.7M1.77%NEW
14
IEIISHARES TR
46,631$5.6M1.73%NEW
15
SPYGSPDR SERIES TRUST
51,735$5.5M1.71%NEW
16
HEDGSERIES PORTFOLIOS TR
186,499$5.5M1.70%NEW
17
MSFTMICROSOFT CORP
10,564$5.1M1.59%NEW
18
DSTLETF SER SOLUTIONS
83,862$4.9M1.53%NEW
19
XLFSELECT SECTOR SPDR TR
85,700$4.7M1.46%NEW
20
MOATVANECK ETF TRUST
42,175$4.4M1.36%NEW
21
IWFISHARES TR
9,051$4.3M1.33%NEW
22
XLYSELECT SECTOR SPDR TR
32,213$3.8M1.19%NEW
23
GOOGLALPHABET INC
12,101$3.8M1.18%NEW
24
FTGCFIRST TR EXCHANGE TRAD FD VI
158,398$3.7M1.14%NEW
25
QAINEW YORK LIFE INVESTMENTS ET
108,647$3.6M1.13%NEW

Quarterly Changes

New Positions

Closed Positions

No closed positions this quarter

Sector Breakdown

Financial ServicesNaN% ($InfinityT)
Technology0.0% ($5.1083176309926025e+147T)
Industrials0.0% ($2.0521717144891155e+93T)
Healthcare0.0% ($2.2541551398366326e+71T)
Consumer Cyclical0.0% ($3.4411803170251945e+66T)
Unknown0.0% ($8.749206998995567e+59T)
Consumer Defensive0.0% ($2.8271849697180124e+28T)
Communication Services0.0% ($3.787227914345673e+25T)
Basic Materials0.0% ($112534035232218160.0T)
Energy0.0% ($866943221612975.4T)
Real Estate0.0% ($7239161412111.2T)
Utilities0.0% ($243785250312.4T)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Jan 22, 2026$321.9M661
Q3 2025Oct 16, 2025$314.7B0
Q2 2025Aug 18, 2025$297.5B638
Q2 2025Aug 15, 2025$297.5B638
Q2 2025Aug 14, 2025$289.0B610

Fund Information

CIK0001663224
Most Recent FilingJan 22, 2026
Number of Filings5

Darwin Wealth Management, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $321.9M across 660 holdings. The largest position is ISHARES TR (EFA), representing 4.7% of the portfolio. Compared to the previous quarter, the fund opened 660 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.