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Darwin Wealth Management, LLC

Portfolio Manager
Darwin Wealth Management, LLC
Performance
-3.61% (2026 Q1)
AUM (13F)
$321.02M
# of Holdings
604
Performance Rank
Allocation (Top 20)
48.35%

Darwin Wealth Management, LLC Holdings Map

Top 50 Darwin Wealth Management, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
CLOI
VANECK ETF TRUST
4.26%259.3K$13.7M
+0.01%(+36)
2025-Q1: 166.4K shares2025-Q2: 246.4K shares2025-Q3: 253.7K shares2025-Q4: 259.3K shares2026-Q1: 259.3K shares
$52.90(-0.22%)
2026-03-31
AFIF
TWO RDS SHARED TR
4.08%1.41M$13.1M
+10.04%(+128.38K)
2025-Q1: 1.34M shares2025-Q2: 1.24M shares2025-Q3: 1.26M shares2025-Q4: 1.28M shares2026-Q1: 1.41M shares
$9.72(-2.94%)
2026-03-31
EFA
ISHARES TR
4.04%133.7K$13.0M
-15.05%(-23.69K)
2025-Q1: 152.2K shares2025-Q2: 145.9K shares2025-Q3: 153.3K shares2025-Q4: 157.4K shares2026-Q1: 133.7K shares
$75.67(+37.93%)
2026-03-31
UCON
FIRST TR EXCHNG TRADED FD VI
3.22%416.7K$10.3M
+15.91%(+57.20K)
2025-Q1: 379.5K shares2025-Q2: 353.7K shares2025-Q3: 356.8K shares2025-Q4: 359.5K shares2026-Q1: 416.7K shares
$25.68(-3.06%)
2026-03-31
XLK
SELECT SECTOR SPDR TR
3.21%77.5K$10.3M
-5.31%(-4.35K)
2025-Q1: 37.0K shares2025-Q2: 40.0K shares2025-Q3: 42.1K shares2025-Q4: 81.9K shares2026-Q1: 77.5K shares
$74.12(+143.66%)
2026-03-31
MGK
VANGUARD WORLD FD
3.07%26.8K$9.9M
-7.49%(-2.17K)
2025-Q1: 33.4K shares2025-Q2: 31.3K shares2025-Q3: 30.3K shares2025-Q4: 29.0K shares2026-Q1: 26.8K shares
$30.29(+187.29%)
2026-03-31
LMBS
FIRST TR EXCHANGE-TRADED FD
2.89%186.1K$9.3M
+6.69%(+11.67K)
2025-Q1: 188.4K shares2025-Q2: 170.7K shares2025-Q3: 173.0K shares2025-Q4: 174.5K shares2026-Q1: 186.1K shares
$49.90(-0.34%)
2026-03-31
EMXC
ISHARES INC
2.68%109.5K$8.6M
-23.76%(-34.11K)
2025-Q1: 134.8K shares2025-Q2: 132.0K shares2025-Q3: 140.6K shares2025-Q4: 143.6K shares2026-Q1: 109.5K shares
$52.58(+84.44%)
2026-03-31
MBB
ISHARES TR
2.39%80.9K$7.7Mnew2025-Q1: 4 shares2025-Q2: 4 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 80.9K shares
$95.08(-1.00%)
2026-03-31
BOND
PIMCO ETF TR
2.13%74.2K$6.8M
+0.13%(+94)
2025-Q1: 76.3K shares2025-Q2: 70.8K shares2025-Q3: 72.6K shares2025-Q4: 74.1K shares2026-Q1: 74.2K shares
$92.85(-1.13%)
2026-03-31

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