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Harwood Advisory

Latest statistics and disclosures from Darwin Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are EFA, CLOI, MGK, XLK, AFIF, and represent 20.22% of Darwin Wealth Management's stock portfolio.
Added to shares of these 10 stocks: ADSK, MSFT, EFA, USAR, XLK, QQEW, EMXC, IVV, XLV, NVDA.
Started 34 new stock positions in FUBO, QQQM, RUM, TTD, VIOO, ESLT, MP, DFEV, BRK.B, OKE.
Reduced shares in these 10 stocks: PHM, ADBE, XLY, MGK, FAUG, GLD, PHYS, FSEP, SDVY, PHDG.
Sold out of its positions in ARKG, ANSS, AVNW, DYNF, CION, COKE, DELL, DAL, SOXL, HEAL.
Darwin Wealth Management was a net buyer of stock by $9.5M.
Darwin Wealth Management has $315M in assets under management (AUM), dropping by 8.90%.
Central Index Key (CIK): 0001663224

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Positions held by Harwood Advisory consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Darwin Wealth Management

Darwin Wealth Management holds 607 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Darwin Wealth Management has 607 total positions. Only the first 250 positions are shown.

Sign up to view all of the Darwin Wealth Management Sept. 30, 2025 positions
Download the Darwin Wealth Management September 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Msci Eafe Etf (EFA)	4.5	$14M	+5%	153k	93.37	View chart
Vaneck Etf Trust Clo Etf (CLOI)	4.3	$14M	+2%	254k	53.10	View chart
Vanguard World Mega Grwth Ind (MGK)	3.9	$12M	-3%	30k	402.42	View chart
Select Sector Spdr Tr Technology (XLK)	3.8	$12M	+5%	42k	281.86	View chart
Two Rds Shared Tr Anfield Unvl Etf (AFIF)	3.7	$12M		1.3M	9.39	View chart
Ishares Msci Emrg Chn (EMXC)	3.0	$9.5M	+6%	141k	67.51	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.9	$9.1M		15k	600.39	View chart
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)	2.9	$9.0M		357k	25.19	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	2.7	$8.6M		173k	49.79	View chart
Vaneck Etf Trust Aa Bb Clo Etf (CLOB)	2.5	$8.0M	+2%	156k	50.99	View chart
First Tr Exchange-traded SHS (QQEW)	2.4	$7.5M	+8%	53k	141.11	View chart
Pimco Etf Tr Active Bd Etf (BOND)	2.2	$6.8M	+2%	73k	93.35	View chart
Select Sector Spdr Tr Communication (XLC)	1.8	$5.7M	+5%	49k	118.37	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	1.8	$5.5M	+3%	53k	104.51	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	1.7	$5.5M	+2%	46k	119.51	View chart
Microsoft Corporation (MSFT)	1.6	$5.2M	+20%	10k	517.97	View chart
Lam Research Corp Com New (LRCX)	1.5	$4.7M		35k	133.90	View chart
Select Sector Spdr Tr Financial (XLF)	1.4	$4.5M	+5%	84k	53.87	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	1.4	$4.3M	+3%	16k	273.67	View chart
Etf Ser Solutions Distillate Us (DSTL)	1.3	$4.2M	+9%	72k	57.96	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	1.3	$4.2M		161k	25.90	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.3	$4.1M		8.7k	468.44	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	1.2	$3.8M	+8%	39k	99.11	View chart
New York Life Investments Et Nyli Hedge Multi (QAI)	1.1	$3.5M	+3%	105k	33.63	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.1	$3.5M		14k	243.10	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	1.1	$3.4M		76k	44.42	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	1.1	$3.4M	+14%	24k	139.17	View chart
Amazon (AMZN)	1.0	$3.3M	+5%	15k	219.57	View chart
Apple (AAPL)	1.0	$3.0M	+6%	12k	254.64	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	1.0	$3.0M	-3%	79k	38.02	View chart
Broadcom (AVGO)	0.9	$3.0M		9.0k	329.93	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.9	$2.9M	-15%	12k	239.65	View chart
Tidal Trust I Unlimited Hfnd (HFND)	0.9	$2.8M	+5%	117k	23.61	View chart
First Tr Exchange-traded First Tr Ta Hiyl (HYLS)	0.8	$2.6M		62k	42.05	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	0.8	$2.6M	+5%	37k	69.95	View chart
Select Sector Spdr Tr Indl (XLI)	0.8	$2.6M	+18%	17k	154.23	View chart
Eaton Corp SHS (ETN)	0.8	$2.4M		6.5k	374.30	View chart
Analog Devices (ADI)	0.7	$2.3M		9.4k	245.71	View chart
Coca-Cola Company (KO)	0.7	$2.2M	+2%	34k	66.32	View chart
Dyne Therapeutics (DYN)	0.7	$2.2M		174k	12.65	View chart
Vertiv Holdings Com Cl A (VRT)	0.7	$2.2M		15k	150.87	View chart
Invesco Actively Managed Exc S&p500 Downsid (PHDG)	0.7	$2.1M	-3%	56k	37.24	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.7	$2.1M	+2%	9.9k	209.27	View chart
Intuit (INTU)	0.6	$2.0M		2.9k	683.07	View chart
Home Depot (HD)	0.6	$2.0M		4.9k	405.25	View chart
Visa Com Cl A (V)	0.6	$1.9M	+2%	5.5k	341.44	View chart
Spdr Series Trust S&p Metals Mng (XME)	0.6	$1.8M	+2%	20k	93.19	View chart
Netflix (NFLX)	0.6	$1.8M	+2%	1.5k	1198.92	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.6	$1.8M	-2%	19k	93.64	View chart
Ishares Tr Global Equity (GLOF)	0.6	$1.8M	-3%	35k	51.62	View chart
Select Sector Spdr Tr Energy (XLE)	0.6	$1.8M	+7%	20k	89.34	View chart
Workday Cl A (WDAY)	0.6	$1.8M	+2%	7.4k	240.73	View chart
Howmet Aerospace (HWM)	0.6	$1.8M		9.0k	196.25	View chart
Advanced Micro Devices (AMD)	0.5	$1.7M		11k	161.79	View chart
Wal-Mart Stores (WMT)	0.5	$1.7M	+4%	17k	103.06	View chart
TJX Companies (TJX)	0.5	$1.7M		12k	144.55	View chart
Qualcomm (QCOM)	0.5	$1.6M	+2%	9.8k	166.36	View chart
Simplify Exchange Traded Fun Managed Futures (CTA)	0.5	$1.6M	+7%	58k	27.97	View chart
Uber Technologies (UBER)	0.5	$1.6M		16k	97.97	View chart
Intercontinental Exchange (ICE)	0.5	$1.5M		9.1k	168.49	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.5	$1.5M		23k	67.26	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.5	$1.5M	-2%	7.9k	189.70	View chart
Ishares Tr S&p 100 Etf (OEF)	0.5	$1.5M	+6%	4.4k	332.90	View chart
Cisco Systems (CSCO)	0.4	$1.4M		21k	68.42	View chart
Autodesk (ADSK)	0.4	$1.3M	NEW	4.2k	317.67	View chart
Boston Scientific Corporation (BSX)	0.4	$1.3M	+5%	13k	97.63	View chart
Invesco Exchange Traded Fd T Gbl Listed Pvt (PSP)	0.4	$1.3M	+5%	18k	69.02	View chart
Fidelity Covington Trust Vlu Factor Etf (FVAL)	0.4	$1.2M	+3%	18k	68.87	View chart
Kkr & Co (KKR)	0.4	$1.1M	-2%	8.6k	129.96	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$1.1M	+20%	4.5k	243.57	View chart
Fiserv (FI)	0.3	$1.1M	+4%	8.4k	128.93	View chart
NVIDIA Corporation (NVDA)	0.3	$1.1M	+62%	5.7k	186.58	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.3	$958k	+7%	12k	78.38	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.3	$894k		15k	59.91	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.3	$886k		21k	41.58	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$857k	-23%	2.4k	355.47	View chart
Raytheon Technologies Corp (RTX)	0.3	$841k		5.0k	167.34	View chart
Ishares Tr Intrm Gov Cr Etf (GVI)	0.3	$826k	-4%	7.7k	107.44	View chart
Costco Wholesale Corporation (COST)	0.2	$733k	+16%	792.00	925.88	View chart
USA Rare Earth Inc A (USAR)	0.2	$693k	NEW	40k	17.19	View chart
JPMorgan Chase & Co. (JPM)	0.2	$691k		2.2k	315.56	View chart
Invesco Exchange Traded Fd T Dorsey Wrgt Tech (PTF)	0.2	$673k		9.0k	74.82	View chart
First Tr Exchange-traded Limited Duration (FSIG)	0.2	$664k	-2%	35k	19.21	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$609k		3.0k	203.62	View chart
Royal Caribbean Cruises (RCL)	0.2	$607k		1.9k	323.72	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.2	$596k	+2%	8.4k	70.85	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$561k	+469%	837.00	669.62	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$543k		2.5k	215.82	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$520k	+3%	780.00	666.85	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.2	$519k	+35%	20k	25.85	View chart
Lowe's Companies (LOW)	0.2	$515k		2.0k	251.43	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAUG)	0.2	$507k		13k	38.61	View chart
Invesco Exchange Traded Fd T Large Cap Growth (PWB)	0.2	$502k		4.0k	125.42	View chart
Ge Aerospace Com New (GE)	0.2	$501k		1.7k	300.87	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$498k	+89%	1.5k	328.23	View chart
Mastercard Incorporated Cl A (MA)	0.1	$459k	+5%	806.00	569.40	View chart
United Parcel Service CL B (UPS)	0.1	$449k	+6%	5.4k	83.55	View chart
Spdr Series Trust Ssga Us Lrg Etf (LGLV)	0.1	$446k	+11%	2.5k	178.17	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)	0.1	$441k	-46%	8.5k	51.91	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.1	$439k	-23%	15k	29.62	View chart
Honeywell International (HON)	0.1	$420k	-2%	2.0k	210.55	View chart
Raymond James Financial (RJF)	0.1	$419k		2.4k	172.67	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.1	$403k	-5%	15k	26.30	View chart
Tesla Motors (TSLA)	0.1	$401k	+19%	901.00	444.72	View chart
Meta Platforms Cl A (META)	0.1	$395k		537.00	734.61	View chart
Verizon Communications (VZ)	0.1	$391k		8.9k	43.95	View chart
Metropcs Communications (TMUS)	0.1	$377k		1.6k	239.44	View chart
Abbvie (ABBV)	0.1	$372k	+7%	1.6k	231.66	View chart
Applied Materials (AMAT)	0.1	$371k	+5%	1.8k	204.77	View chart
At&t (T)	0.1	$363k	+3%	13k	28.24	View chart
Fidelity Covington Trust Momentum Factr (FDMO)	0.1	$360k		4.3k	83.17	View chart
Ishares Tr Core 30/70 Conse (AOK)	0.1	$349k	+12%	8.7k	40.16	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$349k	+144%	2.9k	118.84	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$338k		552.00	613.12	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$338k	-4%	3.3k	103.09	View chart
UnitedHealth (UNH)	0.1	$326k		944.00	345.35	View chart
Johnson & Johnson (JNJ)	0.1	$309k		1.7k	185.43	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP)	0.1	$304k	-29%	6.0k	50.54	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.1	$303k		8.2k	36.81	View chart
Eli Lilly & Co. (LLY)	0.1	$285k	+3%	373.00	764.68	View chart
Illinois Tool Works (ITW)	0.1	$284k		1.1k	260.84	View chart
Duke Energy Corp Com New (DUK)	0.1	$265k		2.1k	123.76	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$262k		1.0k	256.69	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.1	$239k		2.1k	113.64	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$229k	+127900%	2.6k	89.37	View chart
S&p Global (SPGI)	0.1	$225k	+5%	461.00	487.09	View chart
Adobe Systems Incorporated (ADBE)	0.1	$224k	-75%	634.00	352.75	View chart
Thermo Fisher Scientific (TMO)	0.1	$218k	+7%	450.00	485.23	View chart
Servicenow (NOW)	0.1	$215k	+3%	234.00	920.28	View chart
Fidelity Covington Trust Low Volity Etf (FDLO)	0.1	$203k		3.1k	65.89	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.1	$201k		1.7k	121.06	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.1	$200k		716.00	279.84	View chart
Procter & Gamble Company (PG)	0.1	$199k	-5%	1.3k	153.72	View chart
Everest Re Group (EG)	0.1	$199k	+6%	568.00	350.49	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$197k	+7%	800.00	246.61	View chart
Intuitive Surgical Com New (ISRG)	0.1	$188k	+4%	420.00	447.23	View chart
Carnival Corp Unit 99/99/9999 (CCL)	0.1	$186k		6.4k	28.91	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$182k		304.00	597.37	View chart
McDonald's Corporation (MCD)	0.1	$171k		561.00	304.28	View chart
First Tr Exchange-traded SHS (FDL)	0.1	$170k		3.9k	43.42	View chart
Walt Disney Company (DIS)	0.1	$166k	+5%	1.5k	114.53	View chart
Palantir Technologies Cl A (PLTR)	0.1	$165k	-2%	904.00	182.42	View chart
First Tr Exchange-traded SHS (QTEC)	0.1	$161k	+9%	700.00	229.71	View chart
Lockheed Martin Corporation (LMT)	0.1	$157k	+31%	315.00	499.76	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$150k	+338%	1.7k	87.32	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.0	$146k		2.0k	73.51	View chart
First Tr Exchng Traded Fd Vi Securitized Plus (DEED)	0.0	$145k		6.8k	21.38	View chart
Starbucks Corporation (SBUX)	0.0	$142k		1.7k	84.62	View chart
Amgen (AMGN)	0.0	$142k	+4%	503.00	282.57	View chart
First Tr Exchange-traded SHS (FVD)	0.0	$136k		2.9k	46.25	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	0.0	$135k	-14%	2.4k	55.35	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$135k	-2%	558.00	242.05	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.0	$132k		4.4k	29.73	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$131k	+22%	1.3k	100.30	View chart
Cintas Corporation (CTAS)	0.0	$130k		634.00	205.57	View chart
Chevron Corporation (CVX)	0.0	$126k	+7%	812.00	155.36	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$124k		1.3k	96.58	View chart
Spdr Series Trust Bloomberg 1-3 Mo (BIL)	0.0	$124k		1.3k	91.80	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	0.0	$123k	+20%	1.6k	78.35	View chart
Pepsi (PEP)	0.0	$122k		868.00	140.57	View chart
International Business Machines (IBM)	0.0	$121k		430.00	282.16	View chart
First Tr Exchange Traded First Trust S&p (KNGZ)	0.0	$121k		3.4k	35.81	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.0	$120k		1.3k	89.02	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$119k	+7%	843.00	140.98	View chart
Waste Management (WM)	0.0	$119k		537.00	221.08	View chart
Ishares Tr Core 40/60 Moder (AOM)	0.0	$119k		2.5k	47.59	View chart
Caterpillar (CAT)	0.0	$118k		247.00	477.19	View chart
Vanguard Admiral Fds Midcp 400 Idx (IVOO)	0.0	$115k	NEW	1.0k	110.45	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.0	$114k	-3%	1.4k	81.20	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$112k		788.00	142.54	View chart
Bank of America Corporation (BAC)	0.0	$110k	-5%	2.1k	51.59	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$107k		516.00	206.80	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$106k	NEW	1.6k	65.26	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$104k	+51%	1.4k	74.39	View chart
Blackrock Debt Strategies Com New (DSU)	0.0	$104k		9.8k	10.62	View chart
Fidelity Covington Trust Divid Etf Risi (FDRR)	0.0	$103k		1.7k	58.64	View chart
Charles Schwab Corporation (SCHW)	0.0	$99k		1.0k	95.50	View chart
West Pharmaceutical Services (WST)	0.0	$97k	+7%	370.00	262.53	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.0	$97k		1.1k	89.15	View chart
Arista Networks Com Shs (ANET)	0.0	$95k	-40%	654.00	145.71	View chart
Vaneck Etf Trust Preferred Securt (PFXF)	0.0	$91k	+42%	5.1k	17.77	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.0	$88k	+5%	1.8k	49.47	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.0	$87k		186.00	466.07	View chart
American Water Works (AWK)	0.0	$84k	+78%	605.00	139.36	View chart
Exxon Mobil Corporation (XOM)	0.0	$83k	-15%	736.00	112.83	View chart
Automatic Data Processing (ADP)	0.0	$80k		271.00	293.96	View chart
Goldman Sachs Physical Gold Unit (AAAU)	0.0	$78k		2.1k	38.12	View chart
General Mills (GIS)	0.0	$76k	+15%	1.5k	50.43	View chart
Nextera Energy (NEE)	0.0	$74k		982.00	75.52	View chart
Philip Morris International (PM)	0.0	$74k		454.00	162.40	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.0	$73k		741.00	98.70	View chart
Paychex (PAYX)	0.0	$72k		570.00	126.88	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.0	$71k	+8%	742.00	95.23	View chart
Spdr Series Trust Portfolio Agrgte (SPAB)	0.0	$71k	+34%	2.7k	25.86	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.0	$70k		843.00	83.00	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$68k	+7%	142.00	479.61	View chart
Ionq Inc Pipe (IONQ)	0.0	$68k		1.1k	61.50	View chart
Abacus Global Mgmt Cl A (ABL)	0.0	$66k	+118%	12k	5.73	View chart
Union Pacific Corporation (UNP)	0.0	$65k		276.00	237.07	View chart
Deere & Company (DE)	0.0	$65k		142.00	458.18	View chart
AutoZone (AZO)	0.0	$64k		15.00	4290.20	View chart
First Tr Exchange Traded S&p Intl Divid (FID)	0.0	$64k		3.2k	19.70	View chart
Strategy Cl A New (MSTR)	0.0	$61k		190.00	322.21	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.0	$60k		3.5k	17.01	View chart
Crispr Therapeutics Namen Akt (CRSP)	0.0	$60k	+99%	925.00	64.81	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV)	0.0	$59k	-22%	1.1k	52.89	View chart
Ulta Salon, Cosmetics & Fragrance (ULTA)	0.0	$59k		107.00	546.75	View chart
Realty Income (O)	0.0	$58k	-20%	954.00	60.84	View chart
Comcast Corp Cl A (CMCSA)	0.0	$57k		1.8k	31.42	View chart
Micron Technology (MU)	0.0	$56k	+81%	335.00	167.60	View chart
Interactive Brokers Group In Com Cl A (IBKR)	0.0	$56k		813.00	68.89	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAR)	0.0	$55k		1.2k	46.39	View chart
Southern Company (SO)	0.0	$54k		569.00	94.77	View chart
Consolidated Edison (ED)	0.0	$53k		522.00	100.56	View chart
Apollo Global Mgmt (APO)	0.0	$51k		385.00	133.32	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$51k		1.2k	42.37	View chart
Progressive Corporation (PGR)	0.0	$50k		204.00	247.21	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.0	$50k		1.1k	46.27	View chart
Wisdomtree Tr Yield Enhancd Us (AGGY)	0.0	$50k	+176%	1.1k	44.30	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$49k	-12%	250.00	195.04	View chart
Fortune Brands (FBIN)	0.0	$48k		907.00	53.39	View chart
Moody's Corporation (MCO)	0.0	$48k		100.00	478.00	View chart
Spdr Series Trust Aerospace Def (XAR)	0.0	$48k		202.00	234.96	View chart
Ishares Tr Yld Optim Bd (BYLD)	0.0	$47k		2.1k	22.92	View chart
Enbridge (ENB)	0.0	$46k		914.00	50.46	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$46k		676.00	68.11	View chart
Block Cl A (XYZ)	0.0	$46k		632.00	72.27	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$45k		725.00	62.53	View chart
O'reilly Automotive (ORLY)	0.0	$45k		420.00	107.81	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.0	$44k		832.00	53.03	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.0	$44k		891.00	49.36	View chart
Ark Etf Tr Fintech Innova (ARKF)	0.0	$44k	-5%	765.00	56.80	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.0	$43k		1.3k	31.63	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.0	$39k	+2500%	260.00	148.61	View chart
Kinsale Cap Group (KNSL)	0.0	$37k	+12%	88.00	425.27	View chart
Clorox Company (CLX)	0.0	$37k	+24%	298.00	123.32	View chart
Medpace Hldgs (MEDP)	0.0	$36k		70.00	514.16	View chart
Marriott Intl Cl A (MAR)	0.0	$35k		135.00	262.33	View chart
First Tr Exchange-traded Common Shs (FDD)	0.0	$35k		2.2k	16.16	View chart
Pulte (PHM)	0.0	$35k	-97%	265.00	132.18	View chart
American Healthcare Reit Com Shs (AHR)	0.0	$35k		833.00	42.01	View chart
Prudential Financial (PRU)	0.0	$35k		336.00	103.94	View chart
AFLAC Incorporated (AFL)	0.0	$35k		311.00	111.86	View chart
Pfizer (PFE)	0.0	$34k		1.3k	25.50	View chart
SYSCO Corporation (SYY)	0.0	$34k		411.00	82.35	View chart
Ishares Tr Us Home Cons Etf (ITB)	0.0	$34k		314.00	107.37	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.0	$34k		876.00	38.30	View chart
Janus Detroit Str Tr B-bbb Clo Etf (JBBB)	0.0	$34k		694.00	48.21	View chart
Target Corporation (TGT)	0.0	$34k		373.00	89.70	View chart
Bank America Corp 7.25%CNV PFD L (BAC.PL)	0.0	$33k		26.00	1280.00	View chart

Past Filings by Darwin Wealth Management

SEC 13F filings are viewable for Darwin Wealth Management going back to 2016

Darwin Wealth Management 2025 Q3 filed Oct. 16, 2025
Darwin Wealth Management 2024 Q4 restated filed Sept. 2, 2025
Darwin Wealth Management 2025 Q1 filed Aug. 18, 2025
Darwin Wealth Management 2024 Q4 filed Aug. 15, 2025
Darwin Wealth Management 2025 Q2 filed Aug. 14, 2025
Darwin Wealth Management 2024 Q3 filed Nov. 8, 2024
Darwin Wealth Management 2024 Q2 filed Aug. 8, 2024
Darwin Wealth Management 2024 Q1 filed May 13, 2024
Darwin Wealth Management 2023 Q4 filed Feb. 7, 2024
Darwin Wealth Management 2023 Q3 filed Nov. 7, 2023
Darwin Wealth Management 2023 Q2 filed July 12, 2023
Darwin Wealth Management 2023 Q1 filed April 18, 2023
Darwin Wealth Management 2022 Q4 filed Jan. 17, 2023
Darwin Wealth Management 2022 Q3 filed Oct. 18, 2022
Darwin Advisors 2022 Q2 filed Aug. 3, 2022
Darwin Advisors 2022 Q1 filed May 4, 2022

View all past filings

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