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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 7 of 39  ·  777 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 CAT CATERPILLAR INC Industrials 266.0 $283K 0.08% NEW $1065.22 -24.9%
122 AMD ADVANCED MICRO DEVICES INC Technology 486.0 $282K 0.08% NEW $581.11 -19.9%
123 TMUS T-MOBILE US INC Communication Services 1,650.0 $277K 0.08% NEW $167.73 +8.1%
124 DUK DUKE ENERGY CORP NEW Utilities 2,109.0 $267K 0.07% NEW $126.58 -5.0%
125 SPMO INVESCO EXCH TRADED FD TR II 1,648.0 $266K 0.07% NEW $161.58 -9.2%
126 WMT WALMART INC Consumer Defensive 2,239.0 $254K 0.07% NEW $113.29 -9.0%
127 IWR ISHARES TR 2,282.0 $252K 0.07% NEW $110.36 +1.7%
128 CLOB VANECK ETF TRUST 4,906.0 $248K 0.07% NEW $50.51 +0.0%
129 NOW SERVICENOW INC Technology 2,453.0 $244K 0.07% NEW $99.28 +45.8%
130 GAUG FIRST TR EXCHNG TRADED FD VI 5,843.0 $242K 0.07% NEW $41.42 +1.7%
131 SPGI S&P GLOBAL INC Financial Services 592.0 $241K 0.07% NEW $407.73 +8.6%
132 ONEQ FIDELITY COMWLTH TR 2,084.0 $215K 0.06% NEW $103.25 +0.8%
133 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 305.0 $215K 0.06% NEW $704.46 -2.0%
134 CARNIVAL CORP LTD 7,449.0 $213K 0.06% NEW $28.57
135 QTEC FIRST TR EXCHANGE-TRADED FD 635.0 $213K 0.06% NEW $334.74 -5.6%
136 FDLO FIDELITY COVINGTON TRUST 3,107.0 $212K 0.06% NEW $68.35 +7.0%
137 DFEN DIREXION SHARES ETF TRUST 2,634.0 $211K 0.06% NEW $79.92 -15.2%
138 BERKSHIRE HATHAWAY INC DEL 401.0 $201K 0.06% NEW $500.41
139 PFXF VANECK ETF TRUST 10,842.0 $193K 0.05% NEW $17.84 +0.7%
140 T AT&T INC Communication Services 9,317.0 $193K 0.05% NEW $20.70 +25.6%
Page 7 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%