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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 CLOI, AFIF, EFA, UCON, XLK, and represent 18.81% of Darwin Wealth Management's stock portfolio.
Added to shares of these 10 stocks: MBB (+$7.7M), MMIT (+$6.5M), JBL, FTGC, FIXD, HODL, UCON, XLP, AFIF, NFLX.
Started 53 new stock positions in IUSV, PEG, FUBO, MMIT, IHI, IXN, FDIS, EWJ, KDP, FEZ.
Reduced shares in these 10 stocks: CLOB (-$7.7M), IEI (-$5.3M), QQEW, EMXC, XLE, EFA, XLF, QQQ, WMT, FTLS.
Sold out of its positions in AMLP, ADTX, AEM, AGI, DRLL, AEP, AXP, AMP, APP, ARGX.
Darwin Wealth Management was a net buyer of stock by $5.1M.
Darwin Wealth Management has $321M in assets under management (AUM), dropping by -0.10%.
Central Index Key (CIK): 0001663224

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Portfolio Holdings for Darwin Wealth Management

Darwin Wealth Management holds 604 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Darwin Wealth Management has 604 total positions. Only the first 250 positions are shown.

Sign up to view all of the Darwin Wealth Management March 31, 2026 positions
Download the Darwin Wealth Management March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vaneck Etf Trust Clo Etf (CLOI)	4.3	$14M		259k	52.70	View chart
Two Rds Shared Tr Anfield Unvl Etf (AFIF)	4.1	$13M	+10%	1.4M	9.32	View chart
Ishares Tr Msci Eafe Etf (EFA)	4.0	$13M	-15%	134k	97.13	View chart
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)	3.2	$10M	+15%	417k	24.77	View chart
Select Sector Spdr Tr State Street Tec (XLK)	3.2	$10M	-5%	78k	132.90	View chart
Vanguard World Mega Grwth Ind (MGK)	3.1	$9.9M	-7%	27k	367.45	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	2.9	$9.3M	+6%	186k	49.81	View chart
Ishares Msci Emrg Chn (EMXC)	2.7	$8.6M	-23%	110k	78.66	View chart
Ishares Tr Mbs Etf (MBB)	2.4	$7.7M	NEW	81k	94.95	View chart
Pimco Etf Tr Active Bd Etf (BOND)	2.1	$6.8M		74k	92.28	View chart
New York Life Invts Active E Nyli Mackay Mun (MMIT)	2.0	$6.5M	NEW	270k	24.11	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	2.0	$6.5M	+43%	227k	28.71	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.0	$6.4M	-22%	11k	577.20	View chart
Select Sector Spdr Tr State Street Com (XLC)	1.8	$5.8M	+8%	52k	110.86	View chart
Series Portfolios Tr Equable Shares H (HEDG)	1.6	$5.0M	-7%	172k	28.98	View chart
Microsoft Corporation (MSFT)	1.5	$4.9M	+25%	13k	370.18	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	1.5	$4.9M	+45%	112k	43.59	View chart
Etf Ser Solutions Distillate Us (DSTL)	1.4	$4.4M	-9%	76k	57.88	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.3	$4.2M	+7%	9.8k	426.43	View chart
First Tr Exchange-traded Nasdaq-100 Sel (QQEW)	1.2	$4.0M	-45%	31k	126.98	View chart
Spdr Series Trust State Street Spd (SPYG)	1.2	$3.9M	-23%	40k	97.91	View chart
Lam Research Corp Com New (LRCX)	1.2	$3.8M	-5%	18k	213.66	View chart
Select Sector Spdr Tr State Street Hea (XLV)	1.1	$3.7M	+8%	25k	146.61	View chart
Coca-Cola Company (KO)	1.1	$3.7M	+19%	48k	76.05	View chart
First Tr Exchange-traded First Tr Ta Hiyl (HYLS)	1.1	$3.6M	+42%	89k	40.57	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.1	$3.6M	+2%	12k	287.56	View chart
Netflix (NFLX)	1.1	$3.5M	+51%	37k	96.15	View chart
Select Sector Spdr Tr State Street Con (XLY)	1.1	$3.5M		32k	108.98	View chart
New York Life Investments Et Nyli Hedge Multi (QAI)	1.1	$3.4M	-7%	101k	34.12	View chart
Amazon (AMZN)	1.1	$3.4M	+9%	16k	208.27	View chart
Analog Devices (ADI)	1.0	$3.2M	+14%	9.9k	318.16	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	1.0	$3.1M	-25%	32k	96.70	View chart
Vertiv Holdings Com Cl A (VRT)	0.9	$3.0M	+11%	12k	250.59	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.9	$2.9M	-5%	73k	39.43	View chart
Dyne Therapeutics (DYN)	0.9	$2.8M	+34%	155k	18.13	View chart
Apple (AAPL)	0.9	$2.8M	-3%	11k	253.81	View chart
Broadcom (AVGO)	0.8	$2.7M	+15%	8.7k	309.51	View chart
Intercontinental Exchange (ICE)	0.8	$2.6M	+30%	17k	157.28	View chart
Tidal Trust I Unlimited Hfnd (HFND)	0.8	$2.6M	-10%	110k	23.21	View chart
Te Connectivity Ord Shs (TEL)	0.7	$2.4M	+31%	12k	209.02	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.7	$2.4M	-43%	49k	49.37	View chart
TJX Companies (TJX)	0.7	$2.4M	+26%	15k	159.71	View chart
Jabil Circuit (JBL)	0.7	$2.4M	+49133%	8.9k	265.65	View chart
Visa Com Cl A (V)	0.7	$2.3M	+29%	7.6k	302.24	View chart
Eaton Corp SHS (ETN)	0.7	$2.3M		6.4k	357.73	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.7	$2.3M	+119%	28k	81.98	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.7	$2.2M	+5%	10k	218.77	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.7	$2.2M	-11%	13k	161.74	View chart
Cisco Systems (CSCO)	0.7	$2.1M	+25%	28k	77.59	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.7	$2.1M	+31%	31k	68.28	View chart
Uber Technologies (UBER)	0.6	$2.0M	+66%	28k	71.93	View chart
Advanced Micro Devices (AMD)	0.6	$2.0M	+44%	9.8k	203.43	View chart
Workday Cl A (WDAY)	0.6	$2.0M	+67%	15k	129.92	View chart
Howmet Aerospace (HWM)	0.6	$2.0M	+21%	8.6k	230.48	View chart
Qualcomm (QCOM)	0.6	$1.9M	+42%	15k	128.78	View chart
Spdr Series Trust State Street Spd (XME)	0.6	$1.9M	-6%	17k	108.01	View chart
Simplify Exchange Traded Fun Managed Futures (CTA)	0.6	$1.8M	-6%	60k	30.22	View chart
Fidelity Covington Trust Vlu Factor Etf (FVAL)	0.6	$1.8M	+44%	26k	69.40	View chart
Autodesk (ADSK)	0.5	$1.7M	+52%	7.2k	239.40	View chart
Home Depot (HD)	0.5	$1.7M	+2%	5.1k	328.90	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.5	$1.6M	-6%	18k	92.76	View chart
Ishares Tr Global Equity (GLOF)	0.5	$1.6M	-5%	32k	52.12	View chart
Vaneck Bitcoin Etf Sh Ben Int (HODL)	0.5	$1.5M	NEW	78k	19.16	View chart
Boston Scientific Corporation (BSX)	0.5	$1.5M	+45%	24k	62.75	View chart
Arcelormittal Sa Luxembourg Ny Registry Sh (MT)	0.4	$1.4M	+9%	27k	51.98	View chart
Ishares Tr S&p 100 Etf (OEF)	0.4	$1.4M		4.4k	318.08	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.4	$1.3M	-7%	7.0k	191.94	View chart
Kkr & Co (KKR)	0.4	$1.3M	+42%	15k	92.50	View chart
NVIDIA Corporation (NVDA)	0.4	$1.3M	+37%	7.4k	174.41	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	0.4	$1.3M	-49%	18k	70.36	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.4	$1.2M	+40%	21k	59.78	View chart
Costco Wholesale Corporation (COST)	0.4	$1.2M	+46%	1.2k	997.10	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.4	$1.2M	NEW	22k	53.35	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$1.1M	-13%	4.0k	286.87	View chart
Intuit (INTU)	0.3	$1.1M	+41%	2.6k	432.54	View chart
Invesco Exchange Traded Fd T Gbl Listed Pvt (PSP)	0.3	$1.1M		19k	56.52	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$1.1M	+4%	2.5k	430.29	View chart
Ishares Tr Intrm Gov Cr Etf (GVI)	0.3	$1.1M	+25%	10k	106.68	View chart
Raytheon Technologies Corp (RTX)	0.3	$959k		5.0k	192.93	View chart
Meta Platforms Cl A (META)	0.3	$933k	+89%	1.6k	572.31	View chart
Ssga Active Etf Tr State Street Bla (SRLN)	0.3	$808k	-4%	20k	40.14	View chart
Invesco Exchange Traded Fd T Dorsey Wrgt Tech (PTF)	0.2	$777k	-4%	9.0k	86.33	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$715k	+4%	3.3k	213.67	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.2	$713k	-12%	2.9k	248.86	View chart
Invesco Actively Managed Exc S&p500 Downsid (PHDG)	0.2	$656k	-4%	17k	37.79	View chart
JPMorgan Chase & Co. (JPM)	0.2	$642k		2.2k	294.16	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.2	$641k	+5%	9.3k	68.78	View chart
United Parcel Svcs CL B (UPS)	0.2	$556k	+4%	5.7k	98.40	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.2	$544k	+3%	15k	35.44	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$541k		2.5k	215.08	View chart
Mastercard Incorporated Cl A (MA)	0.2	$532k	+18%	1.1k	499.67	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.2	$522k	+5%	20k	25.55	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$516k	-70%	792.00	651.08	View chart
Invesco Exchange Traded Fd T Large Cap Growth (PWB)	0.2	$504k		4.0k	125.93	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$493k		1.5k	320.88	View chart
Verizon Communications (VZ)	0.1	$459k		9.1k	50.20	View chart
Honeywell International (HON)	0.1	$449k		2.0k	226.08	View chart
Vaneck Ethereum Tr SHS (ETHV)	0.1	$447k	NEW	15k	30.65	View chart
Royal Caribbean Cruises (RCL)	0.1	$443k		1.6k	275.20	View chart
Spdr Series Trust State Street Spd (LGLV)	0.1	$435k		2.4k	178.14	View chart
USA Rare Earth Inc A (USAR)	0.1	$434k		29k	15.13	View chart
Applied Materials (AMAT)	0.1	$407k	-33%	1.2k	341.96	View chart
Johnson & Johnson (JNJ)	0.1	$388k		1.6k	244.54	View chart
Ge Aerospace Com New (GE)	0.1	$377k	-21%	1.3k	283.86	View chart
Abbvie (ABBV)	0.1	$376k	+7%	1.7k	217.59	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.1	$376k	-12%	14k	27.85	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$375k	-6%	3.0k	124.32	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.1	$369k		8.3k	44.62	View chart
Raymond James Financial (RJF)	0.1	$354k		2.4k	144.82	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$348k		3.3k	106.03	View chart
Fidelity Covington Trust Momentum Factr (FDMO)	0.1	$347k		4.3k	80.11	View chart
Lowe's Companies (LOW)	0.1	$344k	-32%	1.5k	236.33	View chart
Ishares Tr Core 30/70 Conse (AOK)	0.1	$342k		8.6k	39.89	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$329k		550.00	598.60	View chart
Metropcs Communications (TMUS)	0.1	$326k		1.6k	210.04	View chart
Eli Lilly & Co. (LLY)	0.1	$309k	-9%	335.00	921.18	View chart
Wal-Mart Stores (WMT)	0.1	$292k	-85%	2.4k	124.30	View chart
Illinois Tool Works (ITW)	0.1	$287k		1.1k	260.31	View chart
Tesla Motors (TSLA)	0.1	$282k	-9%	759.00	371.75	View chart
Duke Energy Corp Com New (DUK)	0.1	$274k		2.1k	130.94	View chart
Lattice Semiconductor (LSCC)	0.1	$274k	NEW	3.0k	92.76	View chart
At&t (T)	0.1	$274k		9.4k	28.99	View chart
Darden Restaurants (DRI)	0.1	$268k	+6113%	1.4k	196.15	View chart
Flextronics Intl Ord (FLEX)	0.1	$256k	NEW	3.9k	65.46	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.1	$256k	+6%	2.4k	107.62	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$251k	-5%	384.00	653.84	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$247k		1.0k	240.11	View chart
Servicenow (NOW)	0.1	$245k	+86%	2.3k	104.55	View chart
Vaneck Etf Trust Aa Bb Clo Etf (CLOB)	0.1	$245k	-96%	4.9k	49.99	View chart
S&p Global (SPGI)	0.1	$240k	+13%	564.00	425.79	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$228k	+27%	1.1k	198.29	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAUG)	0.1	$226k	-51%	5.8k	38.71	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$207k	+65%	2.1k	97.23	View chart
Fidelity Covington Trust Low Volity Etf (FDLO)	0.1	$200k		3.1k	64.60	View chart
First Tr Exchange-traded SHS (FDL)	0.1	$198k		3.9k	50.81	View chart
Intuitive Surgical Com New (ISRG)	0.1	$194k	+12%	421.00	460.99	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$194k	NEW	404.00	479.20	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$191k	-96%	1.6k	118.64	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.1	$188k		305.00	617.30	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.1	$185k		1.6k	112.15	View chart
Amgen (AMGN)	0.1	$184k	+2%	522.00	352.30	View chart
Procter & Gamble Company (PG)	0.1	$177k	-3%	1.2k	144.51	View chart
McDonald's Corporation (MCD)	0.1	$176k		566.00	311.22	View chart
Caterpillar (CAT)	0.1	$175k		247.00	710.22	View chart
Lockheed Martin Corporation (LMT)	0.1	$170k		281.00	606.13	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.1	$165k		703.00	234.03	View chart
Carnival Corp Common Stock (CCL)	0.1	$162k		6.2k	25.88	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)	0.0	$153k	-65%	3.0k	51.78	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.0	$151k	-94%	2.5k	61.28	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$148k	+4%	595.00	248.25	View chart
First Tr Exchange-traded SHS (QTEC)	0.0	$145k		673.00	216.08	View chart
First Tr Exchng Traded Fd Vi Securitized Plus (DEED)	0.0	$145k		6.8k	21.33	View chart
Spdr Series Trust State Street Spd (SPYM)	0.0	$143k		1.9k	76.55	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.0	$141k	+89%	1.5k	93.95	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$140k	+34%	1.9k	73.67	View chart
First Tr Exchange-traded SHS (FVD)	0.0	$140k		3.0k	47.04	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.0	$135k	-6%	1.8k	73.15	View chart
Pepsi (PEP)	0.0	$131k	-2%	842.00	155.43	View chart
Barrick Mng Corp Com Shs (B)	0.0	$129k	+1163%	3.2k	40.79	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.0	$124k	+8%	1.6k	79.58	View chart
Spdr Series Trust State Street Spd (BIL)	0.0	$124k		1.4k	91.69	View chart
Exxon Mobil Corporation (XOM)	0.0	$123k		727.00	169.68	View chart
First Tr Exchange Traded First Trust S&p (KNGZ)	0.0	$122k		3.4k	36.02	View chart
Spdr Series Trust State Street Spd (SPYV)	0.0	$120k		2.1k	56.59	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.0	$119k		1.4k	87.85	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$110k		1.6k	67.56	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$109k		516.00	211.19	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$107k		724.00	148.29	View chart
Cintas Corporation (CTAS)	0.0	$107k		634.00	169.14	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$105k		1.1k	99.35	View chart
International Business Machines (IBM)	0.0	$105k		432.00	242.89	View chart
Bank of America Corporation (BAC)	0.0	$105k		2.1k	48.75	View chart
Fidelity Covington Trust Divid Etf Risi (FDRR)	0.0	$104k		1.8k	58.83	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.0	$101k	-19%	3.5k	28.72	View chart
Public Service Enterprise (PEG)	0.0	$100k	NEW	1.2k	80.95	View chart
Starbucks Corporation (SBUX)	0.0	$100k	-28%	1.1k	89.66	View chart
Ishares Tr Core 40/60 Moder (AOM)	0.0	$99k	-12%	2.1k	47.39	View chart
Vaneck Etf Trust Preferred Securt (PFXF)	0.0	$99k	+7%	5.6k	17.54	View chart
Charles Schwab Corporation (SCHW)	0.0	$98k		1.0k	94.03	View chart
Chevron Corporation (CVX)	0.0	$94k		453.00	207.06	View chart
Blackrock Debt Strategies Com New (DSU)	0.0	$94k		9.8k	9.59	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$93k	-4%	724.00	128.29	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.0	$92k		1.1k	84.93	View chart
Nextera Energy (NEE)	0.0	$92k		986.00	92.97	View chart
Abacus Global Mgmt Cl A (ABX)	0.0	$90k		12k	7.88	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP)	0.0	$87k	-70%	1.7k	50.33	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.0	$84k		181.00	464.22	View chart
Realty Income (O)	0.0	$80k		1.3k	61.20	View chart
Palantir Technologies Cl A (PLTR)	0.0	$78k	-27%	535.00	146.28	View chart
Philip Morris International (PM)	0.0	$76k		458.00	165.56	View chart
Arista Networks Com Shs (ANET)	0.0	$75k		611.00	122.78	View chart
Deere & Company (DE)	0.0	$75k		133.00	563.29	View chart
AutoZone (AZO)	0.0	$74k	+4%	22.00	3377.77	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.0	$70k		852.00	82.63	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.0	$69k		738.00	93.73	View chart
American Water Works (AWK)	0.0	$69k		507.00	136.31	View chart
Spdr Series Trust State Street Spd (SPAB)	0.0	$69k		2.7k	25.63	View chart
Goldman Sachs Physical Gold Unit (AAAU)	0.0	$69k	-27%	1.5k	46.19	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$69k		157.00	436.83	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$68k	+48%	756.00	90.54	View chart
First Tr Exchange Traded S&p Intl Divid (FID)	0.0	$68k		3.3k	20.95	View chart
Union Pacific Corporation (UNP)	0.0	$68k		280.00	242.70	View chart
Waste Management (WM)	0.0	$67k	-30%	291.00	230.56	View chart
Capital Sr Living Corp (SNDA)	0.0	$63k	NEW	2.0k	32.26	View chart
Consolidated Edison (ED)	0.0	$60k		528.00	113.27	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAR)	0.0	$58k		1.2k	48.49	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$57k	-29%	840.00	68.14	View chart
Ulta Salon, Cosmetics & Fragrance (ULTA)	0.0	$56k		107.00	522.70	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.0	$56k	-7%	3.3k	17.15	View chart
Southern Company (SO)	0.0	$55k		573.00	96.57	View chart
Automatic Data Processing (ADP)	0.0	$55k		271.00	203.91	View chart
Interactive Brokers Group In Com Cl A (IBKR)	0.0	$55k		815.00	67.09	View chart
Micron Technology (MU)	0.0	$55k	-13%	161.00	339.14	View chart
Paychex (PAYX)	0.0	$53k		577.00	92.14	View chart
Spdr Series Trust State Street Spd (XAR)	0.0	$52k	-3%	206.00	254.03	View chart
General Mills (GIS)	0.0	$51k	-3%	1.4k	37.23	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.0	$51k	-35%	1.1k	48.08	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.0	$51k		1.1k	45.63	View chart
Enbridge (ENB)	0.0	$50k		923.00	54.16	View chart
Comcast Corp Cl A (CMCSA)	0.0	$50k		1.7k	28.72	View chart
Wisdomtree Tr Yield Enhancd Us (AGGY)	0.0	$49k		1.1k	43.47	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$49k	+2%	255.00	192.42	View chart
Revolution Medicines (RVMD)	0.0	$49k		500.00	97.25	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.0	$48k	NEW	470.00	102.25	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$48k		682.00	70.27	View chart
UnitedHealth (UNH)	0.0	$48k	-80%	176.00	271.42	View chart
Ishares Tr Yld Optim Bd (BYLD)	0.0	$47k		2.1k	22.53	View chart
Target Corporation (TGT)	0.0	$45k		373.00	121.46	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.0	$45k		851.00	52.56	View chart
Marriott Intl Cl A (MAR)	0.0	$45k		136.00	328.57	View chart
Moody's Corporation (MCO)	0.0	$44k		101.00	438.88	View chart
Crispr Therapeutics Namen Akt (CRSP)	0.0	$44k		925.00	47.57	View chart
Ishares Tr Msci Euro Fl Etf (EUFN)	0.0	$42k	NEW	1.2k	34.85	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.0	$41k		1.4k	30.34	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.0	$41k	-25%	639.00	64.09	View chart
Wisdomtree Tr Japn Hedge Eqt (DXJ)	0.0	$41k		256.00	158.58	View chart
American Healthcare Reit Com Shs (AHR)	0.0	$39k		833.00	47.16	View chart
O'reilly Automotive (ORLY)	0.0	$39k		420.00	92.31	View chart
Ishares Tr Global Tech Etf (IXN)	0.0	$39k	NEW	387.00	99.97	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.0	$39k		882.00	43.68	View chart
First Tr Exchange-traded Common Shs (FDD)	0.0	$38k		2.2k	17.82	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$38k	-13%	335.00	113.38	View chart
Pfizer (PFE)	0.0	$38k		1.4k	28.09	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$37k		639.00	57.67	View chart
Solstice Advanced Matls Com Shs (SOLS)	0.0	$37k		481.00	76.25	View chart
Block Cl A (XYZ)	0.0	$37k	-3%	607.00	60.18	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.0	$36k	NEW	466.00	77.19	View chart
Fortune Brands (FBIN)	0.0	$36k		914.00	38.99	View chart
ON Semiconductor (ON)	0.0	$35k	-16%	558.00	61.92	View chart
AFLAC Incorporated (AFL)	0.0	$35k		314.00	110.00	View chart

Past Filings by Darwin Wealth Management

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

Darwin Wealth Management 2026 Q1 filed May 1, 2026
Darwin Wealth Management 2025 Q4 filed Jan. 22, 2026
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

View all past filings

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