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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 9 of 39  ·  777 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 KNGZ FIRST TR EXCHANGE TRADED FD 3,380.0 $135K 0.04% NEW $40.07 +6.3%
162 SPYM SPDR SERIES TRUST 1,488.0 $131K 0.04% NEW $87.90 +3.0%
163 DGRW WISDOMTREE TR 1,358.0 $130K 0.04% NEW $95.64 +3.9%
164 HYG ISHARES TR 1,613.0 $129K 0.04% NEW $80.01 -0.3%
165 BAC BANK OF AMER CORP Financial Services 2,263.0 $129K 0.04% NEW $57.00 +9.3%
166 MAR MARRIOTT INTL INC NEW Consumer Cyclical 346.0 $128K 0.04% NEW $370.63 -5.3%
167 BND VANGUARD BD INDEX FDS 1,738.0 $128K 0.04% NEW $73.43 -1.5%
168 IJH ISHARES TR 1,632.0 $126K 0.03% NEW $77.15 -1.8%
169 LMT LOCKHEED MARTIN CORP Industrials 246.0 $126K 0.03% NEW $510.76 +10.4%
170 BIL SPDR SERIES TRUST 1,357.0 $124K 0.03% NEW $91.67 -0.0%
171 ABX ABACUS GLOBAL MGMT INC Financial Services 11,474.0 $123K 0.03% NEW $10.71 -9.1%
172 IVE ISHARES TR 516.0 $117K 0.03% NEW $227.32 +4.4%
173 B BARRICK MNG CORP Basic Materials 3,158.0 $116K 0.03% NEW $36.73 +24.3%
174 FDRR FIDELITY COVINGTON TRUST 1,779.0 $115K 0.03% NEW $64.91 +7.3%
175 SBUX STARBUCKS CORP Consumer Cyclical 1,123.0 $115K 0.03% NEW $102.24 +5.5%
176 VYM VANGUARD WHITEHALL FDS 726.0 $115K 0.03% NEW $158.10 +3.9%
177 PEP PEPSICO INC Consumer Defensive 844.0 $114K 0.03% NEW $135.51 +4.1%
178 CTAS CINTAS CORP Industrials 634.0 $108K 0.03% NEW $170.26 +19.9%
179 IWP ISHARES TR 725.0 $106K 0.03% NEW $146.58 -3.9%
180 ANET ARISTA NETWORKS INC Technology 611.0 $104K 0.03% NEW $170.06 +14.9%
Page 9 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%