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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 13 of 39  ·  777 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 GIS GENERAL MILLS INC Consumer Defensive 1,383.0 $48K 0.01% NEW $34.81 +20.1%
242 BYLD ISHARES TR 2,124.0 $48K 0.01% NEW $22.66 -1.6%
243 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 384.0 $47K 0.01% NEW $123.27 +29.5%
244 MCO MOODYS CORP Financial Services 103.0 $47K 0.01% NEW $454.57 +11.1%
245 IVW ISHARES TR 336.0 $46K 0.01% NEW $137.58 +1.2%
246 BLOCK INC 607.0 $46K 0.01% NEW $76.00
247 GEV GE VERNOVA INC Utilities 38.0 $45K 0.01% NEW $1196.58 -25.5%
248 IGSB ISHARES TR 860.0 $45K 0.01% NEW $52.46 -0.7%
249 SLV ISHARES SILVER TR Financial Services 840.0 $45K 0.01% NEW $53.47 +12.2%
250 DXJ WISDOMTREE TR 256.0 $44K 0.01% NEW $173.52 +3.6%
251 CMCSA COMCAST CORP NEW Communication Services 1,767.0 $43K 0.01% NEW $24.56 +9.2%
252 PANW PALO ALTO NETWORKS INC Technology 124.0 $42K 0.01% NEW $341.02 +10.4%
253 XOVR ENTREPRENEURSHARES SERIES TR 2,000.0 $42K 0.01% NEW $21.05 -2.0%
254 IEMG ISHARES INC 503.0 $42K 0.01% NEW $83.00 -1.6%
255 PFF ISHARES TR 1,358.0 $41K 0.01% NEW $30.51 -0.4%
256 SMH VANECK ETF TRUST 59.0 $39K 0.01% NEW $660.68 -16.1%
257 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 420.0 $39K 0.01% NEW $92.16 -3.3%
258 IBB ISHARES TR 200.0 $38K 0.01% NEW $190.38 +9.4%
259 FDD FIRST TR EXCHANGE-TRADED FD 2,030.0 $38K 0.01% NEW $18.56 +10.5%
260 MDLZ MONDELEZ INTL INC Consumer Defensive 642.0 $37K 0.01% NEW $57.93 +7.6%
Page 13 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%