StockDriftsStockDriftsTop 50 Darwin Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| XLK | SELECT SECTOR SPDR TR | 4.03% | 77.2K | $14.7M | -0.40%(-309) | $74.12(+157.34%) | 2026-06-30 | |
| CLOI | VANECK ETF TRUST | 3.95% | 272.5K | $14.4M | +5.08%(+13.18K) | $52.89(-0.04%) | 2026-06-30 | |
| EFA | ISHARES TR | 3.92% | 137.9K | $14.3M | +3.17%(+4.23K) | $76.39(+42.25%) | 2026-06-30 | |
| MGK | VANGUARD WORLD FD | 3.13% | 130.2K | $11.4M | -2.97%(-3.99K) | $30.29(+198.81%) | 2026-06-30 | |
| EMXC | ISHARES INC | 3.1% | 110.6K | $11.3M | +1.04%(+1.14K) | $52.99(+87.62%) | 2026-06-30 | |
| UCON | FIRST TR EXCHNG TRADED FD VI | 2.92% | 428.4K | $10.7M | +2.79%(+11.62K) | $25.65(-3.71%) | 2026-06-30 | |
| LMBS | FIRST TR EXCHANGE-TRADED FD | 2.62% | 192.5K | $9.6M | +3.42%(+6.37K) | $49.90(-0.43%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 2.21% | 11.0K | $8.1M | -1.16%(-129) | $279.62(+161.96%) | 2026-06-30 | |
| MBB | ISHARES TR | 2.2% | 84.9K | $8.0M | +4.93%(+3.99K) | $95.06(-2.03%) | 2026-06-30 | |
| BOND | PIMCO ETF TR | 1.98% | 78.3K | $7.2M | +5.53%(+4.10K) | $92.81(-2.40%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.75% | +35.82% | +4.45% | +24.32% |
| Top 20 Holdings Unweighted | +10.43% | +34.65% | +4.07% | +22.06% |
Darwin Wealth Management, LLC reports $593.47M in US-listed equity holdings across 777 positions in its most recent 13F filing. Its largest disclosed positions are XLK (4.0%), CLOI (4.0%) and EFA (3.9%). The top 20 holdings account for 45.35% of reported assets. Its disclosed equity book has returned +35.82% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Darwin Wealth Management, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1663224). View Darwin Wealth Management, LLC’s 13F filings on SEC