Darwin Wealth Management, LLC

data from 30/09/2025

Capitalization

$ 314.720 M 8.90 %

Average holding period

8 ans

Performance

$ 142.256 M 68.65 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Darwin Wealth Management, LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 EFA ISHARES TR 4.55% 14.316 M $ 153327 2021/03/31 580.646 K $ 4.45 %
2025/09/30 CLOI VANECK ETF TRUST 4.28% 13.470 M $ 253678 2024/06/30 36.962 K $ 0.28 %
2025/09/30 MGK VANGUARD WORLD FD 3.88% 12.197 M $ 30309 2016/06/30 1.134 M $ 9.90 %
2025/09/30 XLK SELECT SECTOR SPDR TR 3.77% 11.872 M $ 42120 2020/03/31 1.145 M $ 11.31 %
2025/09/30 AFIF TWO RDS SHARED TR 3.75% 11.796 M $ 1256266 2020/09/30 99.458 K $ 0.86 %
2025/09/30 EMXC ISHARES INC 3.02% 9.492 M $ 140603 2023/03/31 576.656 K $ 6.92 %
2025/09/30 QQQ INVESCO QQQ TR 2.88% 9.051 M $ 15076 2018/06/30 736.456 K $ 8.83 %
2025/09/30 UCON FIRST TR EXCHNG TRADED FD VI 2.86% 8.987 M $ 356779 2020/06/30 106.104 K $ 1.21 %
2025/09/30 LMBS FIRST TR EXCHANGE-TRADED FD 2.74% 8.615 M $ 173032 2020/03/31 90.469 K $ 1.08 %
2025/09/30 CLOB VANECK ETF TRUST 2.53% 7.971 M $ 156334 2024/12/31 25.941 K $ 0.33 %
2025/09/30 QQEW FIRST TR EXCHANGE-TRADED FD 2.38% 7.504 M $ 53179 2022/06/30 226.255 K $ 3.38 %
2025/09/30 BOND PIMCO ETF TR 2.15% 6.779 M $ 72618 2024/09/30 82.797 K $ 1.27 %
2025/09/30 XLC SELECT SECTOR SPDR TR 1.82% 5.739 M $ 48482 2021/06/30 452.669 K $ 9.07 %
2025/09/30 SPYG SPDR SERIES TRUST 1.76% 5.546 M $ 53066 2021/06/30 471.548 K $ 9.64 %
2025/09/30 IEI ISHARES TR 1.73% 5.456 M $ 45655 2024/09/30 18.736 K $ 0.35 %
2025/09/30 MSFT MICROSOFT CORP 1.65% 5.183 M $ 10006 2016/06/30 170.749 K $ 4.13 %
2025/09/30 LRCX LAM RESEARCH CORP 1.48% 4.666 M $ 34848 2024/12/31 1.294 M $ 37.56 %
2025/09/30 XLF SELECT SECTOR SPDR TR 1.44% 4.521 M $ 83930 2021/03/31 119.199 K $ 2.86 %
2025/09/30 IWY ISHARES TR 1.35% 4.250 M $ 15531 2021/06/30 406.774 K $ 11.01 %
2025/09/30 DSTL ETF SER SOLUTIONS 1.33% 4.185 M $ 72205 2022/09/30 171.991 K $ 4.72 %
2025/09/30 FTGC FIRST TR EXCHANGE TRAD FD VI 1.32% 4.162 M $ 160694 2021/06/30 198.512 K $ 4.99 %
2025/09/30 IWF ISHARES TR 1.30% 4.086 M $ 8722 2020/12/31 378.515 K $ 10.32 %
2025/09/30 MOAT VANECK ETF TRUST 1.21% 3.816 M $ 38499 2023/12/31 188.556 K $ 5.67 %
2025/09/30 QAI NEW YORK LIFE INVESTMENTS ET 1.12% 3.534 M $ 105088 2021/03/31 132.636 K $ 4.05 %
2025/09/30 GOOGL ALPHABET INC 1.11% 3.506 M $ 14424 2017/12/31 971.353 K $ 37.94 %
2025/09/30 FIXD FIRST TR EXCHNG TRADED FD VI 1.08% 3.384 M $ 76174 2020/06/30 40.904 K $ 1.21 %
2025/09/30 XLV SELECT SECTOR SPDR TR 1.07% 3.368 M $ 24204 2021/03/31 92.676 K $ 3.25 %
2025/09/30 AMZN AMAZON COM INC 1.04% 3.282 M $ 14949 2016/06/30 2.559 K $ 0.08 %
2025/09/30 AAPL APPLE INC 0.96% 3.022 M $ 11868 2016/06/30 551.726 K $ 24.11 %
2025/09/30 SDVY FIRST TR EXCHANGE-TRADED FD 0.96% 3.017 M $ 79359 2024/03/31 224.992 K $ 7.77 %
2025/09/30 AVGO BROADCOM INC 0.94% 2.955 M $ 8956 2021/09/30 491.215 K $ 19.68 %
2025/09/30 XLY SELECT SECTOR SPDR TR 0.92% 2.881 M $ 12023 2021/03/31 316.556 K $ 10.27 %
2025/09/30 HFND TIDAL TRUST I 0.88% 2.754 M $ 116644 2023/03/31 221.846 K $ 9.01 %
2025/09/30 HYLS FIRST TR EXCHANGE-TRADED FD 0.83% 2.620 M $ 62297 2020/12/31 15.144 K $ 0.57 %
2025/09/30 FTLS FIRST TR EXCH TRADED FD III 0.83% 2.609 M $ 37301 2022/06/30 129.730 K $ 5.54 %
2025/09/30 XLI SELECT SECTOR SPDR TR 0.83% 2.606 M $ 16898 2021/03/31 95.845 K $ 4.55 %
2025/09/30 ETN EATON CORP PLC 0.77% 2.427 M $ 6484 2018/06/30 111.223 K $ 4.83 %
2025/09/30 ADI ANALOG DEVICES INC 0.74% 2.313 M $ 9414 2022/12/31 72.614 K $ 3.23 %
2025/09/30 KO COCA COLA CO 0.71% 2.221 M $ 33490 2017/12/31 -144.059 K $ -6.26 %
2025/09/30 DYN DYNE THERAPEUTICS INC 0.70% 2.195 M $ 173517 2024/12/31 540.413 K $ 32.88 %
2025/09/30 VRT VERTIV HOLDINGS CO 0.69% 2.182 M $ 14465 2024/03/31 326.220 K $ 17.48 %
2025/09/30 PHDG INVESCO ACTIVELY MANAGED EXC 0.67% 2.094 M $ 56215 2022/06/30 114.092 K $ 5.53 %
2025/09/30 ITA ISHARES TR 0.66% 2.079 M $ 9935 2024/09/30 199.416 K $ 10.93 %
2025/09/30 INTU INTUIT 0.64% 2.008 M $ 2939 2021/09/30 -306.410 K $ -13.29 %
2025/09/30 HD HOME DEPOT INC 0.63% 1.995 M $ 4922 2016/06/30 186.350 K $ 10.51 %
2025/09/30 V VISA INC 0.59% 1.863 M $ 5455 2016/06/30 -73.052 K $ -3.85 %
2025/09/30 XME SPDR SERIES TRUST 0.59% 1.844 M $ 19785 2024/12/31 499.792 K $ 38.63 %
2025/09/30 NFLX NETFLIX INC 0.58% 1.814 M $ 1513 2016/06/30 -207.791 K $ -10.47 %
2025/09/30 FTCS FIRST TR EXCHANGE-TRADED FD 0.57% 1.808 M $ 19308 2020/06/30 54.708 K $ 3.03 %
2025/09/30 GLOF ISHARES TR 0.57% 1.801 M $ 34884 2020/06/30 123.906 K $ 7.10 %
2025/09/30 XLE SELECT SECTOR SPDR TR 0.57% 1.793 M $ 20073 2024/03/31 84.951 K $ 5.34 %
2025/09/30 WDAY WORKDAY INC 0.57% 1.792 M $ 7445 2023/09/30 5.290 K $ 0.30 %
2025/09/30 HWM HOWMET AEROSPACE INC 0.56% 1.765 M $ 8994 2024/09/30 91.253 K $ 5.43 %
2025/09/30 AMD ADVANCED MICRO DEVICES INC 0.54% 1.708 M $ 10555 2020/03/31 210.555 K $ 14.02 %
2025/09/30 WMT WALMART INC 0.54% 1.706 M $ 16557 2023/12/31 83.566 K $ 5.40 %
2025/09/30 TJX TJX COS INC NEW 0.53% 1.683 M $ 11645 2022/12/31 241.927 K $ 17.05 %
2025/09/30 QCOM QUALCOMM INC 0.52% 1.627 M $ 9782 2020/12/31 68.025 K $ 4.46 %
2025/09/30 CTA SIMPLIFY EXCHANGE TRADED FUN 0.51% 1.607 M $ 57463 2025/06/30 66.009 K $ 4.60 %
2025/09/30 UBER UBER TECHNOLOGIES INC 0.50% 1.576 M $ 16085 2024/06/30 74.285 K $ 5.01 %
2025/09/30 ICE INTERCONTINENTAL EXCHANGE IN 0.49% 1.530 M $ 9078 2024/09/30 -133.620 K $ -8.17 %
2025/09/30 RDVY FIRST TR EXCHANGE TRADED FD 0.48% 1.524 M $ 22662 2024/09/30 103.254 K $ 7.20 %
2025/09/30 RSP INVESCO EXCHANGE TRADED FD T 0.48% 1.503 M $ 7924 2021/03/31 64.850 K $ 4.38 %
2025/09/30 OEF ISHARES TR 0.47% 1.476 M $ 4435 2016/06/30 118.746 K $ 9.36 %
2025/09/30 CSCO CISCO SYS INC 0.45% 1.414 M $ 20670 2016/06/30 -19.454 K $ -1.38 %
2025/09/30 ADSK AUTODESK INC 0.43% 1.347 M $ 4241 2025/09/30 0.000 $ 0.00 %
2025/09/30 BSX BOSTON SCIENTIFIC CORP 0.41% 1.294 M $ 13255 2024/09/30 -122.739 K $ -9.10 %
2025/09/30 PSP INVESCO EXCHANGE TRADED FD T 0.40% 1.256 M $ 18197 2023/09/30 2.935 K $ 0.25 %
2025/09/30 FVAL FIDELITY COVINGTON TRUST 0.38% 1.204 M $ 17487 2022/06/30 84.090 K $ 7.83 %
2025/09/30 KKR KKR & CO INC 0.35% 1.114 M $ 8571 2024/09/30 -27.097 K $ -2.32 %
2025/09/30 GOOG ALPHABET INC 0.35% 1.092 M $ 4485 2016/06/30 245.255 K $ 37.29 %
2025/09/30 FI FISERV INC 0.35% 1.089 M $ 8449 2023/03/31 -352.101 K $ -25.22 %
2025/09/30 NVDA NVIDIA CORPORATION 0.34% 1.060 M $ 5681 2020/03/31 100.150 K $ 18.09 %
2025/09/30 XLP SELECT SECTOR SPDR TR 0.30% 958.070 K $ 12224 2022/06/30 -29.663 K $ -3.21 %
2025/09/30 FTSM FIRST TR EXCHANGE-TRADED FD 0.28% 894.434 K $ 14929 2024/09/30 604.000 $ 0.07 %
2025/09/30 SRLN SSGA ACTIVE ETF TR 0.28% 885.622 K $ 21299 2021/06/30 -212.000 $ -0.02 %
2025/09/30 GLD SPDR GOLD TR 0.27% 857.393 K $ 2412 2023/12/31 158.705 K $ 16.61 %
2025/09/30 RTX RTX CORPORATION 0.27% 841.394 K $ 5028 2023/09/30 105.207 K $ 14.59 %
2025/09/30 GVI ISHARES TR 0.26% 826.324 K $ 7691 2021/09/30 5.259 K $ 0.61 %
2025/09/30 COST COSTCO WHSL CORP NEW 0.23% 733.300 K $ 792 2016/06/30 -43.795 K $ -6.49 %
2025/09/30 USAR USA RARE EARTH INC 0.22% 693.117 K $ 40321 2025/09/30 0.000 $ 0.00 %
2025/09/30 JPM JPMORGAN CHASE & CO. 0.22% 690.760 K $ 2189 2016/06/30 55.378 K $ 8.80 %
2025/09/30 PTF INVESCO EXCHANGE TRADED FD T 0.21% 673.341 K $ 9000 2024/12/31 58.769 K $ 9.56 %
2025/09/30 FSIG FIRST TR EXCHANGE-TRADED FD 0.21% 664.409 K $ 34586 2022/06/30 3.192 K $ 0.47 %
2025/09/30 IWD ISHARES TR 0.19% 609.449 K $ 2993 2020/12/31 28.182 K $ 4.82 %
2025/09/30 RCL ROYAL CARIBBEAN GROUP 0.19% 607.293 K $ 1876 2023/12/31 19.574 K $ 3.33 %
2025/09/30 BLV VANGUARD BD INDEX FDS 0.19% 596.158 K $ 8414 2020/09/30 10.779 K $ 1.88 %
2025/09/30 IVV ISHARES TR 0.18% 560.476 K $ 837 2021/03/31 7.114 K $ 7.77 %
2025/09/30 VIG VANGUARD SPECIALIZED FUNDS 0.17% 543.424 K $ 2518 2016/06/30 28.333 K $ 5.43 %
2025/09/30 SPY SPDR S&P 500 ETF TR 0.17% 520.144 K $ 780 2016/12/31 36.392 K $ 7.81 %
2025/09/30 RDVI FIRST TR EXCHANGE-TRADED FD 0.16% 518.923 K $ 20074 2024/09/30 16.898 K $ 4.61 %
2025/09/30 LOW LOWES COS INC 0.16% 514.677 K $ 2047 2017/12/31 59.351 K $ 13.27 %
2025/09/30 GAUG FIRST TR EXCHNG TRADED FD VI 0.16% 506.949 K $ 13130 2023/09/30 21.270 K $ 4.38 %
2025/09/30 PWB INVESCO EXCHANGE TRADED FD T 0.16% 501.680 K $ 4000 2024/12/31 31.920 K $ 6.80 %
2025/09/30 GE GE AEROSPACE 0.16% 501.247 K $ 1666 2022/12/31 71.789 K $ 16.87 %
2025/09/30 VTI VANGUARD INDEX FDS 0.16% 498.254 K $ 1518 2024/09/30 19.367 K $ 7.97 %
2025/09/30 MA MASTERCARD INCORPORATED 0.15% 458.937 K $ 806 2021/06/30 5.269 K $ 1.22 %
2025/09/30 UPS UNITED PARCEL SERVICE INC 0.14% 448.804 K $ 5372 2016/06/30 -88.077 K $ -17.25 %
2025/09/30 LGLV SPDR SERIES TRUST 0.14% 446.132 K $ 2504 2017/12/31 8.001 K $ 2.03 %
2025/09/30 FAUG FIRST TR EXCHNG TRADED FD VI 0.14% 441.338 K $ 8502 2024/09/30 45.558 K $ 5.87 %
2025/09/30 PHYS SPROTT ASSET MANAGEMENT LP 0.14% 439.412 K $ 14835 2024/09/30 82.338 K $ 16.84 %