Fund HoldingsDarwin Wealth Management, LLC

Total Portfolio Value
$321.88M
Total Bought
$71.52M
Total Sold
$65.11M
Net Transaction
+$6.42M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
SELECT SECTOR SPDR TR
ST STR TECHN ETF
081,881+81,881011,7883.66%+11,788
FIRST TR EXCHANGE-TRADED FD056,737+56,73708,0642.51%+8,064
SELECT SECTOR SPDR TR
ST STR SVC ETF
048,379+48,37905,6951.77%+5,695
SPDR SERIES TRUST
ST STR P500GRW
051,735+51,73505,5201.71%+5,520
SERIES PORTFOLIOS TR
EQUAB EQUIT ETF
0186,499+186,49905,4711.70%+5,471
SELECT SECTOR SPDR TR
ST STR FINL ETF
085,700+85,70004,6941.46%+4,694
SELECT SECTOR SPDR TR
ST STR DISCR ETF
032,213+32,21303,8471.20%+3,847
SELECT SECTOR SPDR TR
ST STR CARE ETF
023,156+23,15603,5851.11%+3,585
SELECT SECTOR SPDR TR
ST STR INDL ETF
015,165+15,16502,3520.73%+2,352
TE CONNECTIVITY PLC(TEL)08,718+8,71801,9830.62%+1,983
SPDR SERIES TRUST
ST STR SP METAL
018,690+18,69001,9360.60%+1,936
SELECT SECTOR SPDR TR
ST STR ENERG ETF
041,643+41,64301,8620.58%+1,862
ARCELORMITTAL SA LUXEMBOURG(MT)024,706+24,70601,1260.35%+1,126
SELECT SECTOR SPDR TR
ST STR STAPL ETF
012,732+12,73209890.31%+989
ISHARES INC
MSCI EMRG CHN
140,603143,571+2,9689,49210,4353.24%+943
SSGA ACTIVE ETF TR
ST STR BL LN ETF
021,046+21,04608690.27%+869
ISHARES TR153,327157,367+4,04014,31615,1124.69%+796
ETF SER SOLUTIONS
DISTILLATE US
72,20583,862+11,6574,1854,9401.53%+755
COCA COLA CO(KO)040,450+40,45002,8280.88%+2,828
VANECK ETF TRUST
MRNGSTR WDE MOAT
38,49942,175+3,6763,8164,3681.36%+552
INTERCONTINENTAL EXCHANGE IN(ICE)012,722+12,72202,0610.64%+2,061
NETFLIX INC(NFLX)024,315+24,31502,2800.71%+2,280
SPDR SERIES TRUST
ST STR R1K LOWV
02,437+2,43704280.13%+428
ALPHABET INC(GOOG)4,4854,570+851,0921,4340.45%+342
ALPHABET INC(GOOG)14,42412,101-2,3233,5063,7881.18%+281
CISCO SYS INC(CSCO)021,999+21,99901,6950.53%+1,695
BOSTON SCIENTIFIC CORP(BSX)016,276+16,27601,5520.48%+1,552
TWO RDS SHARED TR
ANFIELD UNVL ETF
1,256,2661,278,866+22,60011,79612,0343.74%+238
VANECK ETF TRUST
CLO ETF
253,678259,273+5,59513,47013,6924.25%+222
VISA INC(V)05,884+5,88402,0640.64%+2,064
ISHARES TR8,7229,051+3294,0864,2841.33%+198
KKR & CO INC(KKR)010,188+10,18801,2990.40%+1,299
META PLATFORMS INC(META)0859+85905670.18%+567
QUALCOMM INC(QCOM)9,78210,497+7151,6271,7960.56%+168
WORKDAY INC(WDAY)7,4459,098+1,6531,7921,9540.61%+162
AMAZON COM INC(AMZN)14,94914,911-383,2823,4421.07%+159
SPDR SERIES TRUST
ST STR P500ETF
01,864+1,86401500.05%+150
WALMART INC(WMT)16,55716,596+391,7061,8490.57%+143
SIMPLIFY EXCHANGE TRADED FUN
MANAGED FUTURES
57,46363,597+6,1341,6071,7340.54%+126
SPDR SERIES TRUST
ST STR BLO 1 ETF
01,346+1,34601230.04%+123
PIMCO ETF TR
ACTIVE BD ETF
72,61874,116+1,4986,7796,8992.14%+120
TJX COS INC NEW(TJX)11,64511,738+931,6831,8030.56%+120
SPDR SERIES TRUST
ST STR P500VAL
02,107+2,10701200.04%+120
ELI LILLY & CO(LLY)0371+37103990.12%+399
ISHARES TR45,65546,631+9765,4565,5651.73%+109
VANGUARD INDEX FDS0345+34501090.03%+109
VANECK ETF TRUST
AA BB CLO ETF
156,334159,453+3,1197,9718,0792.51%+108
NEW YORK LIFE INVESTMENTS ET
HEDGE MULTI STRA
105,088108,647+3,5593,5343,6411.13%+107
FIRST TR EXCHANGE-TRADED FD
FST LOW OPPT EFT
173,032174,461+1,4298,6158,7212.71%+106
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
22,66223,390+7281,5241,6250.50%+101
SPDR GOLD TR(GLD)02,412+2,41209560.30%+956
FIDELITY COVINGTON TRUST17,48717,944+4571,2041,2970.40%+92
APPLIED MATLS INC1,8131,787-263714590.14%+88
UNITED PARCEL SERVICE INC(UPS)05,412+5,41205370.17%+537
APPLE INC(AAPL)11,86811,400-4683,0223,0990.96%+77
RTX CORPORATION(RTX)5,0284,969-598419110.28%+70
SPDR SERIES TRUST
ST STR AGGRE ETF
02,686+2,6860690.02%+69
ISHARES TR03,202+3,20206740.21%+674
FIRST TR EXCHNG TRADED FD VI
SMIT UNCO BD ETF
356,779359,545+2,7668,9879,0502.81%+63
DYNE THERAPEUTICS INC(DYN)173,517115,267-58,2502,1952,2550.70%+60
VANGUARD TAX-MANAGED FDS0859+8590540.02%+54
MASTERCARD INCORPORATED(MA)0895+89505110.16%+511
ANALOG DEVICES INC(ADI)9,4148,720-6942,3132,3650.73%+52
SPDR SERIES TRUST
ST STR SP AERO
0214+2140520.02%+52
INVESCO EXCHANGE TRADED FD T
DORSEY WRGT TECH
9,0009,468+4686737240.22%+51
SPROTT ASSET MANAGEMENT LP(PHYS)14,83514,83504394900.15%+50
THERMO FISHER SCIENTIFIC INC(TMO)450459+92182660.08%+48
AUTODESK INC4,2414,707+4661,3471,3930.43%+46
ACCENTURE PLC IRELAND
SHS CLASS A
0903+90302420.08%+242
ETFS GOLD TR(SGOL)8,2218,421+2003033460.11%+43
INVESCO EXCHANGE TRADED FD T
DORSEY WRGT INDS
0244+2440430.01%+43
INVESCO EXCHANGE TRADED FD T
GBL LISTED PVT
18,19719,347+1,1501,2561,2980.40%+42
REVOLUTION MEDICINES INC(RVMD)0500+5000400.01%+40
ISHARES TR2,9343,230+2963493880.12%+40
VANGUARD INDEX FDS0123+1230360.01%+36
S&P GLOBAL INC(SPGI)0497+49702600.08%+260
ARK ETF TR
BLOC FIN INN ETF
0729+7290350.01%+35
INVESCO EXCHANGE TRADED FD T
DORSEY WRGT FINL
0598+5980350.01%+35
ISHARES TR4,4354,403-321,4761,5100.47%+34
ABACUS GLOBAL MGMT INC(ABX)11,47411,474066980.03%+32
INVESCO EXCHANGE TRADED FD T
DORSEY WRGT BASC
0285+2850310.01%+31
ISHARES TR07,954+7,95408540.27%+854
ISHARES SILVER TR(SLV)01,192+1,1920770.02%+77
AMGEN INC(AMGN)0509+50901670.05%+167
WISDOMTREE TR(WT)0628+6280250.01%+25
VALUED ADVISERS TR
KOVITZ CORE EQT
0901+9010240.01%+24
SPDR SERIES TRUST
ST STR SP TRANS
0265+2650240.01%+24
FIRST TR EXCHANGE-TRADED FD
LTD DUR INVT ETF
035,865+35,86506880.21%+688
CATERPILLAR INC(CAT)0247+24701420.04%+142
INTUITIVE SURGICAL INC0373+37302110.07%+211
SOLSTICE ADVANCED MATLS INC(SOLS)0481+4810230.01%+23
GE AEROSPACE(GE)1,6661,699+335015230.16%+22
FIRST TR EXCHNG TRADED FD VI
SMITH OPPORT FXD
076,839+76,83903,4061.06%+3,406
SPDR S&P 500 ETF TR(SPY)7802,678+1,8985205400.17%+20
VANGUARD BD INDEX FDS08,857+8,85706160.19%+616
JOHNSON & JOHNSON(JNJ)1,6661,585-813093280.10%+19
SCHWAB STRATEGIC TR015,480+15,48004210.13%+421
ADOBE INC(ADBE)0689+68902410.07%+241
ISHARES TR0388+3880480.01%+48
VANGUARD INDEX FDS1,5181,535+174985150.16%+16
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