Fund HoldingsDarwin Wealth Management, LLC

Total Portfolio Value
$593.47M
Total Bought
$131.76M
Total Sold
$100.35M
Net Transaction
+$31.41M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
SELECT SECTOR SPDR TR
ST STR TECHN ETF
077,222+77,222014,7122.48%+14,712
HORIZON FDS01,441,393+1,441,393013,5562.28%+13,556
FIRST TR EXCHNG TRADED FD VI
SMIT UNCO BD ETF
0428,366+428,366010,6581.80%+10,658
NEW YORK LIFE INVTS ACTIVE E
MACKAY MUN INTER
0282,152+282,15206,8701.16%+6,870
SELECT SECTOR SPDR TR
ST STR SVC ETF
054,364+54,36405,8240.98%+5,824
SERIES PORTFOLIOS TR
EQUAB EQUIT ETF
0181,283+181,28305,4390.92%+5,439
VANECK ETF TRUST
REAL ASSETS ETF
0126,231+126,23105,0080.84%+5,008
SPDR SERIES TRUST
ST STR P500GRW
040,532+40,53204,8230.81%+4,823
SELECT SECTOR SPDR TR
ST STR CARE ETF
026,069+26,06904,1360.70%+4,136
SELECT SECTOR SPDR TR
ST STR DISCR ETF
032,816+32,81603,8490.65%+3,849
NEW YORK LIFE INVESTMENTS ET
HEDGE MULTI STRA
0104,033+104,03303,8080.64%+3,808
APPLIED MATLS INC04,756+4,75603,4390.58%+3,439
ISHARES INC
MSCI EMRG CHN
0110,605+110,605011,3151.91%+11,315
SELECT SECTOR SPDR TR
ST STR FINL ETF
049,682+49,68202,6630.45%+2,663
FLEX LTD(FLEX)3,91217,311+13,3992562,8060.47%+2,550
SELECT SECTOR SPDR TR
ST STR INDL ETF
013,760+13,76002,5490.43%+2,549
SELECT SECTOR SPDR TR
ST STR STAPL ETF
029,285+29,28502,4330.41%+2,433
LAM RESEARCH CORP(LRCX)17,56413,707-3,8573,7535,9401.00%+2,187
AMAZON COM INC(AMZN)023,105+23,10505,5070.93%+5,507
SPDR SERIES TRUST
ST STR SP METAL
018,039+18,03901,9290.33%+1,929
CITIGROUP INC(C)012,848+12,84801,7980.30%+1,798
ALPHABET INC(GOOG)014,743+14,74305,2690.89%+5,269
INVESCO QQQ TR010,966+10,96608,0761.36%+8,076
JOHNSON & JOHNSON(JNJ)1,5877,977+6,3903882,0260.34%+1,638
VANGUARD WORLD FD0130,172+130,172011,4431.93%+11,443
WORKDAY INC(WDAY)15,21627,655+12,4391,9773,3860.57%+1,409
ISHARES TR0137,912+137,912014,3262.41%+14,326
FIRST TR EXCHANGE-TRADED FD032,425+32,42505,1750.87%+5,175
CISCO SYS INC(CSCO)27,68727,644-432,1483,2470.55%+1,099
TJX COS INC NEW(TJX)14,81222,710+7,8982,3663,4410.58%+1,075
MICROSOFT CORP(MSFT)015,781+15,78105,8870.99%+5,887
VISA INC(V)7,6469,350+1,7042,3113,2080.54%+897
USA RARE EARTH INC(USAR)28,64760,176+31,5294341,2990.22%+865
SSGA ACTIVE ETF TR
ST STR BL LN ETF
019,728+19,72807950.13%+795
ISHARES TR039,829+39,82904,9460.83%+4,946
VANECK ETF TRUST
CLO ETF
0272,492+272,492014,4282.43%+14,428
APPLE INC(AAPL)012,101+12,10103,5020.59%+3,502
INVESCO EXCHANGE TRADED FD T
LARG CAP GRO ETF
04,000+4,00006740.11%+674
DYNE THERAPEUTICS INC(DYN)154,862155,270+4082,8083,4490.58%+641
BROADCOM INC(AVGO)8,6588,691+332,6803,2830.55%+603
COCA COLA CO(KO)48,37351,602+3,2293,6794,1940.71%+515
UBER TECHNOLOGIES INC(UBER)27,94634,944+6,9982,0102,5220.42%+511
FIRST TR EXCHANGE-TRADED FD
FT VEST RIS
20,43633,916+13,4805229970.17%+475
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
30,81731,546+7292,1042,5570.43%+453
INVESCO EXCHANGE TRADED FD T
DORSEY WRGT TECH
9,0009,00007771,2270.21%+450
VERTIV HOLDINGS CO(VRT)11,85110,174-1,6772,9703,4070.57%+437
VANECK ETF TRUST
MRNGSTR WDE MOAT
033,466+33,46603,4790.59%+3,479
ETF SER SOLUTIONS
DISTILLATE US
080,778+80,77804,8390.82%+4,839
SPDR SERIES TRUST
ST STR R1K LOWV
02,146+2,14603890.07%+389
JABIL INC(JBL)8,8627,100-1,7622,3542,7370.46%+383
HOWMET AEROSPACE INC(HWM)8,5718,742+1711,9752,3510.40%+375
PIMCO ETF TR
ACTIVE BD ETF
078,314+78,31407,2211.22%+7,221
ISHARES TR08,476+8,47603520.06%+352
ISHARES TR80,92784,918+3,9917,6848,0261.35%+342
ISHARES TR10,19810,553+3552,2312,5580.43%+327
FIDELITY COVINGTON TRUST25,85827,146+1,2881,7952,1160.36%+321
FIRST TR EXCHANGE-TRADED FD
FST LOW OPPT EFT
186,130192,500+6,3709,2719,5831.61%+311
KKR & CO INC(KKR)14,48417,791+3,3071,3401,6330.28%+293
NVIDIA CORPORATION(NVDA)7,4447,782+3381,2981,5570.26%+259
ALPHABET INC(GOOG)03,959+3,95901,3990.24%+1,399
TIDAL TRUST I0113,177+113,17702,7770.47%+2,777
CARNIVAL CORP LTD
COMMON SHARES
07,449+7,44902130.04%+213
DIREXION SHARES ETF TRUST02,634+2,63402110.04%+211
TE CONNECTIVITY PLC(TEL)11,48612,893+1,4072,4012,5990.44%+199
FIRST TR EXCHANGE TRADED FD
SMID RISNG ETF
071,493+71,49303,0840.52%+3,084
LATTICE SEMICONDUCTOR CORP(LSCC)2,9522,848-1042744360.07%+162
HONEYWELL INTL INC0720+72001610.03%+161
AUTODESK INC7,1809,668+2,4881,7191,8800.32%+161
HONEYWELL AEROSPACE INC0719+71901590.03%+159
ISHARES TR04,240+4,24001,5510.26%+1,551
HOME DEPOT INC(HD)05,162+5,16201,8210.31%+1,821
ISHARES TR
GLOBAL EQUITY
030,379+30,37901,7870.30%+1,787
FIRST TR EXCHNG TRADED FD VI
SECUR PLUS ETF
06,874+6,87401470.02%+147
INTEL CORP(INTC)01,000+1,00001400.02%+140
MICRON TECHNOLOGY INC(MU)0162+16201880.03%+188
GE AEROSPACE(GE)01,364+1,36405100.09%+510
SPDR SERIES TRUST
ST STR P500ETF
01,488+1,48801310.02%+131
FIDELITY COVINGTON TRUST02,546+2,54601540.03%+154
SPDR SERIES TRUST
ST STR BLO 1 ETF
01,357+1,35701240.02%+124
FIDELITY COMWLTH TR02,084+2,08402150.04%+215
VANGUARD INDEX FDS0638+63804380.07%+438
ABBVIE INC(ABBV)01,924+1,92404840.08%+484
CATERPILLAR INC(CAT)247266+191752830.05%+108
ELI LILLY & CO(LLY)0342+34204110.07%+411
ISHARES TR02,018+2,01801010.02%+101
INTUIT(INTU)04,640+4,64001,2110.20%+1,211
VANECK ETF TRUST
PREFERRED SECURT
010,842+10,84201930.03%+193
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
06,760+6,76001,4380.24%+1,438
ISHARES TR
MSCI USA MMENTM
0986+98603380.06%+338
JPMORGAN CHASE & CO(JPM)02,235+2,23507320.12%+732
SELECT SECTOR SPDR TR
ST STR ENERG ETF
01,671+1,6710890.01%+89
ISHARES TR02,751+2,75108000.13%+800
MARRIOTT INTL INC NEW(MAR)0346+34601280.02%+128
INVESCO EXCH TRADED FD TR II01,648+1,64802660.04%+266
FIDELITY COVINGTON TRUST04,339+4,33904280.07%+428
FIRST TR EXCH TRADED FD III
LNG/SHT EQUITY
018,468+18,46801,3630.23%+1,363
VANGUARD INDEX FDS01,538+1,53805690.10%+569
ISHARES TR03,027+3,02704490.08%+449
SPDR SERIES TRUST
ST STR P500VAL
01,181+1,1810720.01%+72
ROYAL CARIBBEAN GROUP
COM
01,616+1,61605130.09%+513
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