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CIK: 0001663224
Total reported value
$365.3M
$365.3M
638 檔
14.7%
According to the latest 13F quarterly dataset, Darwin Wealth Management, LLC managed an equity portfolio of $365.3M at the end of Q1 2025, spanning 638 distinct U.S. exchange-listed positions.
During Q1 2025, Darwin Wealth Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 638 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AFIF | Anfield Universal Fixed Inco | ETF-Other | 4.12% | -4.08% | EXIT | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-Other | 3.87% | -0.12% | — | |
| 3 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 3.85% | +0.06% | — | |
| 4 | UCON | First Trust Smith Unconstrai | ETF-Other | 3.14% | -0.30% | — | |
| 5 | LMBS | First Trust Low Duration Opp | ETF-Other | 3.08% | -0.27% | — | |
| 6 | CLOI | Vaneck Clo ETF | ETF-Other | 2.95% | -0.31% | — | |
| 7 | XLK | Ss Technology Select Sector | ETF-Tech | 2.89% | +0.82% | — | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.82% | +0.22% | — | |
| 9 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 2.51% | +0.42% | — | |
| 10 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 2.32% | -0.15% | — | |
| 11 | QQEW | First Tr Nasdaq-100 Sel Eq | ETF-Tech | 2.08% | +0.19% | — | |
| 12 | CLOB | Vaneck Aa-bb Clo ETF | ETF-Other | 1.98% | -0.01% | — | |
| 13 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 1.88% | -0.01% | — | |
| 14 | QAI | Nyli Hdg Multi-str Trk ETF | ETF-Other | 1.81% | -0.03% | — | |
| 15 | AAPL | Apple Inc | Stock-Tech | 1.75% | +0.09% | — | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.72% | +0.45% | — | |
| 17 | FTGC | First Trust Global Tactical | ETF-Other | 1.62% | -1.86% | — | |
| 18 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.57% | +0.11% | — | |
| 19 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.52% | -0.22% | — | |
| 20 | ANGL | Vaneck Fallen Angel High Yld | ETF-Other | 1.39% | — | — | |
| 21 | XLF | Ss Financial Select Sector | ETF-Other | 1.36% | -0.02% | — | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 1.33% | +0.08% | — | |
| 23 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.30% | +0.05% | — | |
| 24 | IFLN | Invesco Bloomberg Enhanced F | ETF-Other | 1.30% | — | — | |
| 25 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 1.23% | — | — | |
| 26 | DSTL | Distillate US Fundamental St | ETF-Other | 1.21% | -0.06% | — | |
| 27 | FIXD | First Trust Smith Opportunis | ETF-Other | 1.17% | -0.17% | — | |
| 28 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.13% | +0.33% | — | |
| 29 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 1.09% | — | — | |
| 30 | SDVY | First Trust Smid Cap Rising | ETF-Other | 1.03% | -0.06% | — | |
| 31 | XLV | Ss Health Care Select Sector | ETF-Other | 1.01% | -0.02% | — | |
| 32 | AVGO | Broadcom Inc | Stock-Tech | 0.99% | +0.07% | — | |
| 33 | HYLS | Ft Tactical High Yield ETF | ETF-High Yield | 0.92% | -0.12% | — | |
| 34 | NVDA | Nvidia CORP | Stock-Tech | 0.86% | +0.03% | — | |
| 35 | ADI | Analog Devices Inc | Stock-Tech | 0.85% | -0.14% | — | |
| 36 | WDAY | Workday Inc-class A | Stock-Tech | 0.80% | +0.31% | — | |
| 37 | PHDG | Invesco S&p 500 Downside Hed | ETF-Large Cap & Growth | 0.78% | -0.02% | — | |
| 38 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.77% | -0.04% | — | |
| 39 | V | Visa Inc-class A Shares | Stock-Financials | 0.76% | +0.16% | — | |
| 40 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.74% | -0.02% | — | |
| 41 | INTU | Intuit Inc | Stock-Tech | 0.72% | -0.02% | — | |
| 42 | ETN | Eaton Corporation plc | Stock-Industrials | 0.72% | -0.18% | — | |
| 43 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.72% | -0.01% | — | |
| 44 | XLI | Ss Industrial Select Sector | ETF-Other | 0.67% | +0.02% | — | |
| 45 | LRCX | Lam Research CORP | Stock-Tech | 0.65% | +0.46% | — | |
| 46 | FTLS | First Trust Long/short Eqty | ETF-Other | 0.64% | -0.03% | — | |
| 47 | HD | Home Depot Inc | Stock-Consumer Disc | 0.63% | -0.02% | — | |
| 48 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.63% | +0.20% | — | |
| 49 | HFND | Unltd Hfnd Mult St Ret Track | ETF-Other | 0.62% | -0.04% | — | |
| 50 | WMT | Walmart Inc | Stock-Consumer Staples | 0.61% | -0.02% | — |
According to official SEC Form 13F filings, Darwin Wealth Management, LLC reported a total U.S. public equity portfolio value of $365.3M across 638 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AFIF, EFA, MGK) accounted for 14.7% of total reported equity market value during Q1 2025.
During Q1 2025, Darwin Wealth Management, LLC's top holdings by market value included AFIF (4.1%)、EFA (3.9%)、MGK (3.9%). The largest single position, AFIF, represented 4.1% of total portfolio value.
In Q1 2025, Darwin Wealth Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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