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 $321.0M across 593 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: CLOI ($13.7M, 4.26%), AFIF ($13.1M, 4.08%), EFA ($13.0M, 4.04%), UCON ($10.3M, 3.22%), XLK ($10.3M, 3.21%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CLOI | VANECK ETF TRUST | $13.7M | 4.26% | 259,309 | Added |
| 2 | AFIF | TWO RDS SHARED TR | $13.1M | 4.08% | 1.4M | Added |
| 3 | EFA | ISHARES TR | $13.0M | 4.04% | 133,679 | Trimmed |
| 4 | UCON | FIRST TR EXCHNG TRADED FD VI | $10.3M | 3.22% | 416,747 | Added |
| 5 | XLK | SELECT SECTOR SPDR TR | $10.3M | 3.21% | 77,531 | Trimmed |
| 6 | MGK | VANGUARD WORLD FD | $9.9M | 3.07% | 26,832 | Trimmed |
| 7 | LMBS | FIRST TR EXCHANGE-TRADED FD | $9.3M | 2.89% | 186,130 | Added |
| 8 | EMXC | ISHARES INC | $8.6M | 2.68% | 109,462 | Trimmed |
| 9 | MBB | ISHARES TR | $7.7M | 2.39% | 80,927 | New |
| 10 | BOND | PIMCO ETF TR | $6.8M | 2.13% | 74,210 | Added |
| 11 | MMIT | NEW YORK LIFE INVTS ACTIVE E | $6.5M | 2.03% | 270,300 | New |
| 12 | FTGC | FIRST TR EXCHANGE TRAD FD VI | $6.5M | 2.03% | 226,821 | Added |
| 13 | QQQ | INVESCO QQQ TR | $6.4M | 1.99% | 11,095 | Trimmed |
| 14 | XLC | SELECT SECTOR SPDR TR | $5.8M | 1.81% | 52,377 | Added |
| 15 | WEISX | SERIES PORTFOLIOS TR | $5.0M | 1.56% | 172,319 | Trimmed |
| 16 | MSFT | MICROSOFT CORP | $4.9M | 1.53% | 13,298 | Added |
| 17 | FIXD | FIRST TR EXCHNG TRADED FD VI | $4.9M | 1.52% | 112,043 | Added |
| 18 | DSTL | ETF SER SOLUTIONS | $4.4M | 1.38% | 76,302 | Trimmed |
| 19 | IWF | ISHARES TR | $4.2M | 1.30% | 9,755 | Added |
| 20 | QQEW | FIRST TR EXCHANGE-TRADED FD | $4.0M | 1.23% | 31,183 | Trimmed |
| 21 | SPYG | SPDR SERIES TRUST | $3.9M | 1.21% | 39,710 | Trimmed |
| 22 | LRCX | LAM RESEARCH CORP | $3.8M | 1.17% | 17,564 | Trimmed |
| 23 | XLV | SELECT SECTOR SPDR TR | $3.7M | 1.15% | 25,110 | Added |
| 24 | KO | COCA COLA CO | $3.7M | 1.15% | 48,373 | Added |
| 25 | HYLS | FIRST TR EXCHANGE-TRADED FD | $3.6M | 1.12% | 88,982 | Added |
Source: SEC Form 13F filings · as of 2026-03-31