Darwin Wealth Management, LLC

CIK 0001663224 · TAMPA, FL · Quarter end: 2026-06-30 · Filed on: 2026-07-21 · Open the SEC source

Darwin Wealth Management, LLC reported 777 positions worth $365.3M as of June 30, 2026 (13F filed July 21, 2026). Largest holding: XLK (4.0%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$365.3M
2026 Q2
Positions
777
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
31.8%
Est. Net Flow (Q)
2026 Q2
10 / 777 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1XLKSELECT SECTOR SPDR TRSH$14.7M4.03%77,222
2CLOIVANECK ETF TRUSTSH$14.4M3.95%272,492
3EFAISHARES TRSH$14.3M3.92%137,912
4AFIFHORIZON FDSSH$13.6M3.71%1,441,393
5MGKVANGUARD WORLD FDSH$11.4M3.13%130,172
6EMXCISHARES INCSH$11.3M3.10%110,605
7UCONFIRST TR EXCHNG TRADED FD VISH$10.7M2.92%428,366
8LMBSFIRST TR EXCHANGE-TRADED FDSH$9.6M2.62%192,500
9QQQINVESCO QQQ TRSH$8.1M2.21%10,966
10MBBISHARES TRSH$8.0M2.20%84,918

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Darwin Wealth Management, LLC hold as of Q2 2026?

Darwin Wealth Management, LLC reported 777 positions worth $365.3M in its Q2 2026 13F filing. Largest positions: XLK (4.0%), CLOI (4.0%), EFA (3.9%), AFIF (3.7%) and MGK (3.1%).

What did Darwin Wealth Management, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Darwin Wealth Management, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.