Darwin Wealth Management, LLC

All Holdings — 2025 Q4

Portfolio Concentration Analytics: 7.6
Risk-based ENB:
Total Positions
694
Quarter
2025 Q4
Top Holding
EFA (4.7%)
Top 10 Concentration
34.1%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 694
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
EFA
ISHARES TR
ETF 4.69% 4.55% #1
Prev: #1
3.9 4,040 2.6%
P
S
157,367 $15,111,993
$64.19 +51.2%
$96.03 +1.1%
2017 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
CLOI
VANECK ETF TRUS...
ETF 4.25% 4.28% #2
Prev: #2
3.7 5,595 2.2%
P
S
259,273 $13,692,249
$49.03 +6.9%
$52.38 +0.1%
2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
AFIF
TWO RDS SHARED ...
ETF 3.74% 3.75% #3 2
Prev: #5
3.5 22,600 1.8%
P
S
1,278,866 $12,034,130
$7.94 +17.9%
$9.37 +0.0%
2020 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MGK
VANGUARD WORLD ...
Warrant 3.72% 3.88% #4 1
Prev: #3
1.5 -1,304 -4.3%
P
S
29,005 $11,972,590 2016 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
XLK
SELECT SECTOR S...
Unknown 3.66% 3.77% #5 1
Prev: #4
3.7 39,761 94.4%
P
S
81,881 $11,788,450 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
EMXC
ISHARES INC
ETF 3.24% 3.02% #6
Prev: #6
3.3 2,968 2.1%
P
S
143,571 $10,434,807 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
UCON
FIRST TR EXCHNG...
ETF 2.81% 2.86% #7 1
Prev: #8
3.1 2,766 0.8%
P
S
359,545 $9,049,767 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
QQQ
INVESCO QQQ TR
ETF 2.72% 2.88% #8 1
Prev: #7
1.1 -833 -5.5%
P
S
14,243 $8,749,692 2017 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
LMBS
FIRST TR EXCHAN...
ETF 2.71% 2.74% #9
Prev: #9
3.1 1,429 0.8%
P
S
174,461 $8,721,312 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
CLOB
VANECK ETF TRUS...
ETF 2.51% 2.53% #10
Prev: #10
3.0 3,119 2.0%
P
S
159,453 $8,078,739 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
QQEW
FIRST TR EXCHAN...
ETF 2.51% 2.38% #11
Prev: #11
3.0 3,558 6.7%
P
S
56,737 $8,064,016 2022 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
BOND
PIMCO ETF TR
ETF 2.14% 2.15% #12
Prev: #12
2.9 1,498 2.1%
P
S
74,116 $6,898,771 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
XLC
SELECT SECTOR S...
ETF 1.77% 1.82% #13
Prev: #13
0.7 -103 -0.2%
P
S
48,379 $5,695,289 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
IEI
ISHARES TR
ETF 1.73% 1.73% #14 1
Prev: #15
2.7 976 2.1%
P
S
46,631 $5,565,454 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SPYG
SPDR SERIES TRU...
Unknown 1.71% 1.76% #15 1
Prev: #14
0.7 -1,331 -2.5%
P
S
51,735 $5,520,169 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
HEDG
SERIES PORTFOLI...
Unknown 1.70% #16
Prev: #—
2.7 186,499 no change
NEW
186,499 $5,470,930 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MSFT
MICROSOFT CORP
Technology 1.59% 1.65% #17 1
Prev: #16
2.7 558 5.6%
P
S
10,564 $5,108,976 2016 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
DSTL
ETF SER SOLUTIO...
ETF 1.53% 1.33% #18 2
Prev: #20
2.7 11,657 16.1%
P
S
83,862 $4,939,527 2022 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
XLF
SELECT SECTOR S...
Unknown 1.46% 1.44% #19 1
Prev: #18
2.6 1,770 2.1%
P
S
85,700 $4,693,813 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
MOAT
VANECK ETF TRUS...
ETF 1.36% 1.21% #20 3
Prev: #23
2.6 3,676 9.5%
P
S
42,175 $4,367,742 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
IWF
ISHARES TR
ETF 1.33% 1.30% #21 1
Prev: #22
2.5 329 3.8%
P
S
9,051 $4,284,022 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
XLY
SELECT SECTOR S...
Unknown 1.20% 0.92% #22 10
Prev: #32
2.8 20,190 167.9%
P
S
32,213 $3,846,643 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
GOOGL
ALPHABET INC
Communication Services 1.18% 1.11% #23 2
Prev: #25
0.5 -2,323 -16.1%
P
S
12,101 $3,787,813 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
FTGC
FIRST TR EXCHAN...
ETF 1.14% 1.32% #24 3
Prev: #21
0.5 -2,296 -1.4%
P
S
158,398 $3,679,587 2016 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
QAI
NEW YORK LIFE I...
ETF 1.13% 1.12% #25 1
Prev: #24
2.5 3,559 3.4%
P
S
108,647 $3,640,783 2021 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
AXON
AXON ENTERPRISE...
Industrials 0.00% 0.01%
Sold All 😨
(Was: #254)
0.3 -45 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FE
FIRSTENERGY COR...
Utilities 0.00% 0.01%
Sold All 😨
(Was: #314)
0.3 -400 -100.0%
CLOSED
$— 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
OKE
ONEOK INC NEW
Energy 0.00% 0.00%
Sold All 😨
(Was: #333)
0.3 -200 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
HSAI
HESAI GROUP
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #338)
0.3 -500 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
OPRA
OPERA LTD
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #346)
0.3 -625 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
COP
CONOCOPHILLIPS
Energy 0.00% 0.00%
Sold All 😨
(Was: #347)
0.3 -134 -100.0%
CLOSED
$— 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
NTNX
NUTANIX INC
Technology 0.00% 0.00%
Sold All 😨
(Was: #355)
0.3 -160 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SFM
SPROUTS FMRS MK...
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #377)
0.3 -85 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
OXY
OCCIDENTAL PETE...
Energy 0.00% 0.00%
Sold All 😨
(Was: #391)
0.3 -160 -100.0%
CLOSED
$— 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
DUOL
DUOLINGO INC
Technology 0.00% 0.00%
Sold All 😨
(Was: #408)
0.3 -20 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
WING
WINGSTOP INC
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #410)
0.3 -25 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
GBTC
GRAYSCALE BITCO...
ETF 0.00% 0.00%
Sold All 😨
(Was: #421)
0.3 -65 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
KLAC
KLA CORP
Technology 0.00% 0.00%
Sold All 😨
(Was: #441)
0.3 -4 -100.0%
CLOSED
$— 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
BHP
BHP GROUP LTD
Basic Materials 0.00% 0.00%
Sold All 😨
(Was: #447)
0.3 -70 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CMG
CHIPOTLE MEXICA...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #448)
0.3 -100 -100.0%
CLOSED
$— 2021 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BBCA
J P MORGAN EXCH...
ETF 0.00% 0.00%
Sold All 😨
(Was: #467)
0.3 -38 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
XMLV
INVESCO EXCH TR...
ETF 0.00% 0.00%
Sold All 😨
(Was: #468)
0.3 -51 -100.0%
CLOSED
$— 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
TTE
TOTALENERGIES S...
Energy 0.00% 0.00%
Sold All 😨
(Was: #476)
0.3 -48 -100.0%
CLOSED
$— 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
LNG
CHENIERE ENERGY...
Energy 0.00% 0.00%
Sold All 😨
(Was: #486)
0.3 -10 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CF
CF INDS HLDGS I...
Basic Materials 0.00% 0.00%
Sold All 😨
(Was: #488)
0.3 -26 -100.0%
CLOSED
$— 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
FTSL
FIRST TR EXCHAN...
ETF 0.00% 0.00%
Sold All 😨
(Was: #495)
0.3 -48 -100.0%
CLOSED
$— 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
BRK/B
BERKSHIRE HATHA...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #503)
0.3 -4 -100.0%
CLOSED
$— 2016 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CNQ
CANADIAN NAT RE...
Energy 0.00% 0.00%
Sold All 😨
(Was: #511)
0.3 -58 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
BUD
ANHEUSER BUSCH ...
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #526)
0.3 -23 -100.0%
CLOSED
$— 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
BP
BP PLC
Energy 0.00% 0.00%
Sold All 😨
(Was: #529)
0.3 -38 -100.0%
CLOSED
$— 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
DFEV
DIMENSIONAL ETF...
ETF 0.00% 0.00%
Sold All 😨
(Was: #531)
0.3 -40 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SPDN
DIREXION SHS ET...
ETF 0.00% 0.00%
Sold All 😨
(Was: #545)
0.3 -87 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IWO
ISHARES TR
ETF 0.00% 0.00%
Sold All 😨
(Was: #553)
0.3 -2 -100.0%
CLOSED
$— 2020 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VOD
VODAFONE GROUP ...
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #555)
0.3 -54 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
RUM
RUMBLE INC
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #559)
0.3 -75 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ADNT
ADIENT PLC
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #577)
0.3 -8 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ANGI
ANGI INC
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #583)
0.3 -8 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
OGN
ORGANON & CO
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #599)
0.3 -1 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VATE
INNOVATE CORP
Industrials 0.00% 0.00%
Sold All 😨
(Was: #601)
0.3 -2 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CVM
CEL-SCI CORP
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #602)
0.3 -1 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-25 of 694 holdings

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