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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 6 of 39  ·  777 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 IJR ISHARES TR 3,027.0 $449K 0.12% NEW $148.34 -1.9%
102 VOO VANGUARD INDEX FDS 638.0 $438K 0.12% NEW $687.04 +2.9%
103 LSCC LATTICE SEMICONDUCTOR CORP Technology 2,848.0 $436K 0.12% NEW $152.96 -25.2%
104 FDMO FIDELITY COVINGTON TRUST 4,339.0 $428K 0.12% NEW $98.59 -4.8%
105 FNDX SCHWAB STRATEGIC TR 13,557.0 $422K 0.12% NEW $31.10 +4.5%
106 LLY ELI LILLY & CO Healthcare 342.0 $411K 0.11% NEW $1200.80 -2.3%
107 VZ VERIZON COMMUNICATIONS INC Communication Services 9,265.0 $392K 0.11% NEW $42.34 +18.3%
108 LGLV SPDR SERIES TRUST 2,146.0 $389K 0.11% NEW $181.50 +3.4%
109 ETHV VANECK ETHEREUM TR Financial Services 16,184.0 $373K 0.10% NEW $23.05 +54.5%
110 RJF RAYMOND JAMES FINL INC Financial Services 2,450.0 $372K 0.10% NEW $152.04 +18.0%
111 AOK ISHARES TR 8,476.0 $352K 0.10% NEW $41.48 -0.4%
112 NOBL PROSHARES TR 6,063.0 $341K 0.09% NEW $56.16 +3.9%
113 MTUM ISHARES TR 986.0 $338K 0.09% NEW $343.15 -12.7%
114 LOW LOWES COS INC Consumer Cyclical 1,450.0 $320K 0.09% NEW $220.58 -5.7%
115 TSLA TESLA INC Consumer Cyclical 760.0 $320K 0.09% NEW $420.68 -17.1%
116 SGOL ETFS GOLD TR Financial Services 8,277.0 $316K 0.09% NEW $38.23 +11.0%
117 ITW ILLINOIS TOOL WKS INC Industrials 1,109.0 $300K 0.08% NEW $270.53 +3.5%
118 DRI DARDEN RESTAURANTS INC Consumer Cyclical 1,415.0 $292K 0.08% NEW $206.13 +4.6%
119 SPGP INVESCO EXCHANGE TRADED FD T 2,379.0 $291K 0.08% NEW $122.32 +3.7%
120 IVV ISHARES TR 385.0 $289K 0.08% NEW $749.63 +3.1%
Page 6 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%