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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 14 of 39  ·  777 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 AFL AFLAC INC Financial Services 316.0 $37K 0.01% NEW $117.49 -1.2%
262 MEDP MEDPACE HLDGS INC Healthcare 70.0 $37K 0.01% NEW $529.59 +11.5%
263 GLW CORNING INC Technology 145.0 $37K 0.01% NEW $255.43 -42.0%
264 PRU PRUDENTIAL FINL INC Financial Services 342.0 $37K 0.01% NEW $108.23 +8.8%
265 EMLP FIRST TR EXCHANGE-TRADED FD 850.0 $37K 0.01% NEW $43.55 +1.0%
266 APOS APOLLO GLOBAL MGMT INC 311.0 $37K 0.01% NEW $118.54
267 SPACE EXPLORATION TECHN CORP 214.0 $37K 0.01% NEW $170.86
268 FCLD FIDELITY COVINGTON TRUST 924.0 $36K 0.01% NEW $38.87 +16.0%
269 GD GENERAL DYNAMICS CORP Industrials 99.0 $35K 0.01% NEW $357.51 +3.9%
270 TMO THERMO FISHER SCIENTIFIC INC Healthcare 69.0 $35K 0.01% NEW $506.62 +21.3%
271 DIVO AMPLIFY ETF TR 761.0 $35K 0.01% NEW $45.70 +5.5%
272 MMM 3M CO Industrials 214.0 $35K 0.01% NEW $162.39 +6.3%
273 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 385.0 $34K 0.01% NEW $88.71 -29.2%
274 MO ALTRIA GROUP INC Consumer Defensive 474.0 $34K 0.01% NEW $71.97 -4.6%
275 BIV VANGUARD BD INDEX FDS 442.0 $34K 0.01% NEW $76.70 -1.8%
276 AME AMETEK INC Industrials 138.0 $33K 0.01% NEW $241.95 -2.9%
277 ITB ISHARES TR 316.0 $33K 0.01% NEW $104.49 -9.1%
278 BMY BRISTOL-MYERS SQUIBB CO Healthcare 569.0 $33K 0.01% NEW $57.63 +15.5%
279 BANK OF AMER CORP 26.0 $33K 0.01% NEW $1254.50
280 PFE PFIZER INC Healthcare 1,354.0 $33K 0.01% NEW $24.08 +17.9%
Page 14 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%