Top 50 Darwin Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CLOI | VANECK ETF TRUST | 4.26% | 259.3K | $13.7M | +0.01%(+36) | $52.90(-0.22%) | 2026-03-31 | |
| AFIF | TWO RDS SHARED TR | 4.08% | 1.41M | $13.1M | +10.04%(+128.38K) | $9.72(-2.94%) | 2026-03-31 | |
| EFA | ISHARES TR | 4.04% | 133.7K | $13.0M | -15.05%(-23.69K) | $75.67(+37.93%) | 2026-03-31 | |
| UCON | FIRST TR EXCHNG TRADED FD VI | 3.22% | 416.7K | $10.3M | +15.91%(+57.20K) | $25.68(-3.06%) | 2026-03-31 | |
| XLK | SELECT SECTOR SPDR TR | 3.21% | 77.5K | $10.3M | -5.31%(-4.35K) | $74.12(+143.66%) | 2026-03-31 | |
| MGK | VANGUARD WORLD FD | 3.07% | 26.8K | $9.9M | -7.49%(-2.17K) | $30.29(+187.29%) | 2026-03-31 | |
| LMBS | FIRST TR EXCHANGE-TRADED FD | 2.89% | 186.1K | $9.3M | +6.69%(+11.67K) | $49.90(-0.34%) | 2026-03-31 | |
| EMXC | ISHARES INC | 2.68% | 109.5K | $8.6M | -23.76%(-34.11K) | $52.58(+84.44%) | 2026-03-31 | |
| MBB | ISHARES TR | 2.39% | 80.9K | $7.7M | new | $95.08(-1.00%) | 2026-03-31 | |
| BOND | PIMCO ETF TR | 2.13% | 74.2K | $6.8M | +0.13%(+94) | $92.85(-1.13%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.05% | +29.70% |
| Top 20 Holdings Unweighted | +8.62% | +28.16% |
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