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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 27 of 39  ·  777 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 TIP ISHARES TR 19.0 $2K 0.00% NEW $110.63 -3.4%
522 CVNA CARVANA CO Consumer Cyclical 31.0 $2K 0.00% NEW $67.52 +8.8%
523 WRAP WRAP TECHNOLOGIES INC Technology 1,616.0 $2K 0.00% NEW $1.29 +26.4%
524 BLK BLACKROCK INC Financial Services 2.0 $2K 0.00% NEW $992.00 +16.5%
525 VLTO VERALTO CORP Industrials 22.0 $2K 0.00% NEW $89.77 +9.8%
526 MUB ISHARES TR 18.0 $2K 0.00% NEW $108.72 -3.3%
527 NTES NETEASE COM INC Technology 15.0 $2K 0.00% NEW $130.20 -6.5%
528 HMC HONDA MOTOR CO LTD Consumer Cyclical 70.0 $2K 0.00% NEW $27.44 +16.5%
529 BUZZ VANECK ETF TRUST 50.0 $2K 0.00% NEW $36.94 -1.1%
530 GLTR ABRDN PRECIOUS METALS BASKET Financial Services 10.0 $2K NEW $181.10 +11.5%
531 UNILEVER PLC 30.0 $2K NEW $60.17
532 XLRE SELECT SECTOR SPDR TR 40.0 $2K NEW $44.02 +0.2%
533 CLIX PROSHARES TR 31.0 $2K NEW $55.84 +6.5%
534 RNG RINGCENTRAL INC Technology 44.0 $2K NEW $39.11 +78.0%
535 SHLD GLOBAL X FDS 28.0 $2K NEW $59.86 +9.4%
536 IPAY AMPLIFY ETF TR 36.0 $2K NEW $46.53 +10.2%
537 VGLT VANGUARD SCOTTSDALE FDS 30.0 $2K NEW $55.23 -4.1%
538 BOTZ GLOBAL X FDS 43.0 $2K NEW $38.09 -5.8%
539 GUNR FLEXSHARES TR 33.0 $2K NEW $49.27 +14.2%
540 SONY SONY GROUP CORP Technology 80.0 $2K NEW $20.19 +21.7%
Page 27 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%