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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 8 of 39  ·  777 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 AMGN AMGEN INC Healthcare 525.0 $190K 0.05% NEW $362.64 +19.2%
142 MU MICRON TECHNOLOGY INC Technology 162.0 $188K 0.05% NEW $1160.52 -19.6%
143 IEI ISHARES TR 1,599.0 $188K 0.05% NEW $117.52 -1.1%
144 FDL FIRST TR EXCHANGE-TRADED FD 3,673.0 $179K 0.05% NEW $48.67 +9.2%
145 IWM ISHARES TR 585.0 $176K 0.05% NEW $300.68 -1.6%
146 ISRG INTUITIVE SURGICAL INC Healthcare 439.0 $175K 0.05% NEW $397.68 -6.3%
147 FDN FIRST TR EXCHANGE-TRADED FD 649.0 $172K 0.05% NEW $264.72 +11.2%
148 PG PROCTER & GAMBLE CO Consumer Defensive 1,136.0 $167K 0.05% NEW $146.70 -2.0%
149 HONEYWELL INTL INC 720.0 $161K 0.04% NEW $223.99
150 HONEYWELL AEROSPACE INC 719.0 $159K 0.04% NEW $221.23
151 IBM INTERNATIONAL BUSINESS MACHS Technology 558.0 $157K 0.04% NEW $281.50 -16.3%
152 MCD MCDONALDS CORP Consumer Cyclical 569.0 $154K 0.04% NEW $270.50 -2.0%
153 FDVV FIDELITY COVINGTON TRUST 2,546.0 $154K 0.04% NEW $60.31 +4.8%
154 XOM EXXON MOBIL CORP Energy 1,093.0 $149K 0.04% NEW $136.77 +14.6%
155 DEED FIRST TR EXCHNG TRADED FD VI 6,874.0 $147K 0.04% NEW $21.38 -1.4%
156 EMB ISHARES TR 1,483.0 $143K 0.04% NEW $96.50 -1.7%
157 INTC INTEL CORP Technology 1,000.0 $140K 0.04% NEW $139.74 -36.0%
158 FVD FIRST TR EXCHANGE-TRADED FD 2,894.0 $139K 0.04% NEW $48.19 +4.8%
159 QCOM QUALCOMM INC Technology 753.0 $139K 0.04% NEW $184.80 -11.2%
160 SPLV INVESCO EXCH TRADED FD TR II 1,814.0 $136K 0.04% NEW $74.94 +0.2%
Page 8 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%