Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Darwin Wealth Management, LLC (CIK 1663224) reported $365.3M across 636 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: XLK ($14.7M, 4.03%), CLOI ($14.4M, 3.95%), EFA ($14.3M, 3.92%), AFIF ($13.6M, 3.71%), MGK ($11.4M, 3.13%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | XLK | SELECT SECTOR SPDR TR | $14.7M | 4.03% | 77,222 | Trimmed |
| 2 | CLOI | VANECK ETF TRUST | $14.4M | 3.95% | 272,492 | Added |
| 3 | EFA | ISHARES TR | $14.3M | 3.92% | 137,912 | Added |
| 4 | AFIF | HORIZON FDS | $13.6M | 3.71% | 1.4M | New |
| 5 | MGK | VANGUARD WORLD FD | $11.4M | 3.13% | 130,172 | Added |
| 6 | EMXC | ISHARES INC | $11.3M | 3.10% | 110,605 | Added |
| 7 | UCON | FIRST TR EXCHNG TRADED FD VI | $10.7M | 2.92% | 428,366 | Added |
| 8 | LMBS | FIRST TR EXCHANGE-TRADED FD | $9.6M | 2.62% | 192,500 | Added |
| 9 | QQQ | INVESCO QQQ TR | $8.1M | 2.21% | 10,966 | Trimmed |
| 10 | MBB | ISHARES TR | $8.0M | 2.20% | 84,918 | Added |
| 11 | BOND | PIMCO ETF TR | $7.2M | 1.98% | 78,314 | Added |
| 12 | MMIT | NEW YORK LIFE INVTS ACTIVE E | $6.9M | 1.88% | 282,152 | Added |
| 13 | LRCX | LAM RESEARCH CORP | $5.9M | 1.63% | 13,707 | Trimmed |
| 14 | MSFT | MICROSOFT CORP | $5.9M | 1.61% | 15,781 | Added |
| 15 | XLC | SELECT SECTOR SPDR TR | $5.8M | 1.59% | 54,364 | Added |
| 16 | AMZN | AMAZON COM INC | $5.5M | 1.51% | 23,105 | Added |
| 17 | HEDG | SERIES PORTFOLIOS TR | $5.4M | 1.49% | 181,283 | Added |
| 18 | GOOGL | ALPHABET INC | $5.3M | 1.44% | 14,743 | Added |
| 19 | QQEW | FIRST TR EXCHANGE-TRADED FD | $5.2M | 1.42% | 32,425 | Added |
| 20 | RAAX | VANECK ETF TRUST | $5.0M | 1.37% | 126,231 | New |
| 21 | IWF | ISHARES TR | $4.9M | 1.35% | 39,829 | Added |
| 22 | FIXD | FIRST TR EXCHNG TRADED FD VI | $4.9M | 1.35% | 112,766 | Added |
| 23 | SPYG | SPDR SERIES TRUST | $4.8M | 1.32% | 40,532 | Added |
| 24 | DSTL | ETF SER SOLUTIONS | $4.8M | 1.32% | 80,778 | Added |
| 25 | KO | COCA COLA CO | $4.2M | 1.15% | 51,602 | Added |
Source: SEC Form 13F filings · as of 2026-06-30