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Portfolio (Quarterly) Guide ↗

Darwin Wealth Management, LLC

· CIK 0001663224
13F Portfolio $365M AUM 122 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 777 New
Page 5 of 39  ·  777 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 RTX RTX CORPORATION Industrials 5,041.0 $957K 0.26% NEW $189.76 +11.6%
82 META META PLATFORMS INC Communication Services 1,695.0 $955K 0.26% NEW $563.54 +2.6%
83 GLD SPDR GOLD TR Financial Services 2,514.0 $926K 0.25% NEW $368.38 +11.0%
84 IWY ISHARES TR 2,751.0 $800K 0.22% NEW $290.72 -1.2%
85 SRLN SSGA ACTIVE ETF TR 19,728.0 $795K 0.22% NEW $40.29 +1.2%
86 IWD ISHARES TR 3,155.0 $765K 0.21% NEW $242.48 +6.5%
87 JPM JPMORGAN CHASE & CO Financial Services 2,235.0 $732K 0.20% NEW $327.46 +9.2%
88 PWB INVESCO EXCHANGE TRADED FD T 4,000.0 $674K 0.18% NEW $168.46 -7.8%
89 PHDG INVESCO ACTIVELY MANAGED EXC 16,073.0 $658K 0.18% NEW $40.94 +1.5%
90 BLV VANGUARD BD INDEX FDS 9,377.0 $646K 0.18% NEW $68.93 -3.7%
91 UPS UNITED PARCEL SVCS INC Industrials 5,796.0 $623K 0.17% NEW $107.52 -2.0%
92 FTGC FIRST TR EXCHANGE TRAD FD VI 22,748.0 $615K 0.17% NEW $27.05 +13.4%
93 SPY STATE STR SPDR S&P 500 ETF T Financial Services 778.0 $581K 0.16% NEW $746.90 +3.0%
94 VTI VANGUARD INDEX FDS 1,538.0 $569K 0.16% NEW $370.24 +2.5%
95 MA MASTERCARD INCORPORATED Financial Services 1,107.0 $569K 0.16% NEW $513.90 +15.8%
96 VIG VANGUARD SPECIALIZED FUNDS 2,349.0 $556K 0.15% NEW $236.68 +2.7%
97 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 1,616.0 $513K 0.14% NEW $317.65 -12.0%
98 GE GE AEROSPACE Industrials 1,364.0 $510K 0.14% NEW $373.89 -8.4%
99 ABBV ABBVIE INC Healthcare 1,924.0 $484K 0.13% NEW $251.73 +1.5%
100 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 15,359.0 $463K 0.13% NEW $30.17 +12.0%
Page 5 of 39  ·  777 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 40.9%
Financial Services 15.9%
Consumer Cyclical 10.7%
Industrials 9.5%
Communication Services 8.5%
Healthcare 6.1%
Consumer Defensive 5.1%
Basic Materials 2.3%
Utilities 0.5%
Energy 0.3%