Fund Holdings

Darwin Wealth Management, LLC

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
ISHARES TR080,927+80,92707,684,0922.39%+7,684,092
NEW YORK LIFE INVTS ACTIVE E0270,300+270,30006,515,5832.03%+6,515,583
FIRST TR EXCHANGE TRAD FD VI0226,821+226,82106,512,0542.03%+6,512,054
JABIL INC(JBL)08,862+8,86202,354,1620.73%+2,354,162
VANECK BITCOIN ETF(HODL)078,380+78,38001,501,7600.47%+1,501,760
FIRST TR EXCHNG TRADED FD VI0112,043+112,04304,883,9871.52%+4,883,987
SELECT SECTOR SPDR TR027,918+27,91802,288,7660.71%+2,288,766
FIRST TR EXCHNG TRADED FD VI0416,747+416,747010,322,8243.22%+10,322,824
NETFLIX INC.(NFLX)036,753+36,75303,533,8001.10%+3,533,800
VERTIV HOLDINGS CO(VRT)011,851+11,85102,969,7730.93%+2,969,773
ISHARES TR022,041+22,04101,175,9150.37%+1,175,915
TWO RDS SHARED TR01,407,249+1,407,249013,109,0914.08%+13,109,091
FIRST TR EXCHANGE-TRADED FD088,982+88,98203,610,0361.12%+3,610,036
COCA COLA CO(KO)048,373+48,37303,678,7751.15%+3,678,775
ANALOG DEVICES INC(ADI)09,945+9,94503,164,1230.99%+3,164,123
UBER TECHNOLOGIES INC(UBER)027,946+27,94602,010,1550.63%+2,010,155
LAM RESEARCH CORP(LRCX)017,564+17,56403,752,8021.17%+3,752,802
TJX COS INC NEW(TJX)014,812+14,81202,365,6020.74%+2,365,602
DYNE THERAPEUTICS INC(DYN)0154,862+154,86202,807,6480.87%+2,807,648
INTERCONTINENTAL EXCHANGE IN(ICE)016,611+16,61102,612,6210.81%+2,612,621
FIRST TR EXCHANGE-TRADED FD0186,130+186,13009,271,1752.89%+9,271,175
ADVANCED MICRO DEVICES INC(AMD)09,750+9,75001,983,4420.62%+1,983,442
HOWMET AEROSPACE INC(HWM)08,571+8,57101,975,4230.62%+1,975,423
FIDELITY COVINGTON TRUST025,858+25,85801,794,6090.56%+1,794,609
COSTCO WHOLESALE CORPORATION(COST)01,183+1,18301,179,5660.37%+1,179,566
FIRST TR EXCHANGE TRADED FD030,817+30,81702,104,2020.66%+2,104,202
CISCO SYS INC(CSCO)027,687+27,68702,148,2450.67%+2,148,245
VANECK ETHEREUM TR(ETHV)014,584+14,5840446,9990.14%+446,999
TE CONNECTIVITY PLC(TEL)011,486+11,48602,400,8440.75%+2,400,844
META PLATFORMS INC(META)01,630+1,6300932,8620.29%+932,862
FIRST TR EXCHANGE-TRADED FD020,615+20,61501,232,3770.38%+1,232,377
AUTODESK INC07,180+7,18001,718,8920.54%+1,718,892
NVIDIA CORPORATION(NVDA)07,444+7,44401,298,3140.40%+1,298,314
ARCELORMITTAL SA LUXEMBOURG(MT)027,093+27,09301,408,3160.44%+1,408,316
LATTICE SEMICONDUCTOR CORP(LSCC)02,952+2,9520273,8270.09%+273,827
DARDEN RESTAURANTS INC(DRI)01,367+1,3670268,1340.08%+268,134
FLEXTRONICS INTL LTD(FLEX)03,912+3,9120256,0790.08%+256,079
EATON CORP PLC(ETN)06,440+6,44002,303,7500.72%+2,303,750
VISA INC(V)07,646+7,64602,310,9640.72%+2,310,964
ISHARES TR09,986+9,98601,065,3350.33%+1,065,335
BERKSHIRE HATHAWAY INC DEL0404+4040193,5960.06%+193,596
CARNIVAL CORP06,239+6,2390161,4680.05%+161,468
ISHARES TR010,198+10,19802,231,0030.69%+2,231,003
SPDR GOLD TR(GLD)02,514+2,51401,081,7490.34%+1,081,749
QUALCOMM INC(QCOM)014,912+14,91201,920,3700.60%+1,920,370
BARRICK MNG CORP(B)03,158+3,1580128,8140.04%+128,814
SELECT SECTOR SPDR TR052,377+52,37705,806,6231.81%+5,806,623
PUBLIC SVC ENTERPRISE GROUP(PEG)01,235+1,235099,9730.03%+99,973
SELECT SECTOR SPDR TR025,110+25,11003,681,4681.15%+3,681,468
VERIZON COMMUNICATIONS INC(VZ)09,142+9,1420458,9570.14%+458,957
USA RARE EARTH INC(USAR)028,647+28,6470433,5720.14%+433,572
ISHARES TR02,128+2,1280206,9050.06%+206,905
BROADCOM INC(AVGO)08,658+8,65802,679,7810.83%+2,679,781
SIMPLIFY EXCHANGE TRADED FUN059,512+59,51201,798,4760.56%+1,798,476
ISHARES TR01,499+1,4990140,8360.04%+140,836
SONIDA SENIOR LIVING INC(SNDA)01,963+1,963063,3170.02%+63,317
HONEYWELL INTL INC(HON)01,984+1,9840448,5410.14%+448,541
JOHNSON & JOHNSON(JNJ)01,587+1,5870388,0820.12%+388,082
SPROTT ASSET MANAGEMENT LP(PHYS)015,359+15,3590544,3220.17%+544,322
SERVICENOW INC(NOW)02,345+2,3450245,1690.08%+245,169
INVESCO EXCHANGE TRADED FD T09,000+9,0000776,9250.24%+776,925
RTX CORPORATION(RTX)04,973+4,9730959,4470.30%+959,447
ISHARES TR0470+470048,0570.01%+48,057
ISHARES TR01,211+1,211042,2030.01%+42,203
ISHARES TR03,345+3,3450714,7310.22%+714,731
KKR & CO INC(KKR)014,484+14,48401,339,8150.42%+1,339,815
AT&T INC(T)09,445+9,4450273,8100.09%+273,810
ISHARES TR0387+387038,6880.01%+38,688
EXXON MOBIL CORP(XOM)0727+7270123,3580.04%+123,358
VANGUARD BD INDEX FDS0466+466035,9710.01%+35,971
VANGUARD BD INDEX FDS01,899+1,8990139,8900.04%+139,890
ISHARES TR0218+218033,8130.01%+33,813
CATERPILLAR INC(CAT)0247+2470175,4250.05%+175,425
ISHARES TR0568+568032,7220.01%+32,722
LOCKHEED MARTIN CORP(LMT)0281+2810170,3220.05%+170,322
DUKE ENERGY CORP NEW(DUK)02,093+2,0930274,0580.09%+274,058
ISHARES INC0346+346029,2160.01%+29,216
ISHARES INC0389+389027,1320.01%+27,132
SPDR INDEX SHS FDS0422+422026,2360.01%+26,236
VANGUARD INTL EQUITY INDEX F0600+600032,4360.01%+32,436
VANGUARD BD INDEX FDS09,325+9,3250641,4050.20%+641,405
CHEVRON CORPORATION(CVX)0453+453093,8000.03%+93,800
FIRST TR EXCHANGE-TRADED FD03,888+3,8880197,5600.06%+197,560
ETFS GOLD TR(SGOL)08,277+8,2770369,3190.12%+369,319
VANGUARD INTL EQUITY INDEX F0279+279022,9970.01%+22,997
ISHARES TR0756+756068,4490.02%+68,449
WORKDAY INC(WDAY)015,216+15,21601,976,8620.62%+1,976,862
ISHARES TR0242+242022,6360.01%+22,636
MASTERCARD INCORPORATED(MA)01,064+1,0640531,6500.17%+531,650
ISHARES TR0175+175020,5900.01%+20,590
UNITED PARCEL SVCS INC(UPS)05,653+5,6530556,2330.17%+556,233
AMGEN INC(AMGN)0522+5220183,8980.06%+183,898
ILLINOIS TOOL WKS INC(ITW)01,103+1,1030287,1250.09%+287,125
INVESCO ACTVELY MNGD ETC FD01,155+1,155020,0040.01%+20,004
ISHARES TR0107+107017,5770.01%+17,577
SPDR SERIES TRUST0163+163015,6280.00%+15,628
ARGAN INC062+62034,1660.01%+34,166
FIRST TR EXCHANGE-TRADED FD020,436+20,4360522,1420.16%+522,142
SOLSTICE ADVANCED MATLS INC(SOLS)0481+481036,6740.01%+36,674
DEERE & CO(DE)0133+133074,9180.02%+74,918
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