AiSiWhale

AI & tech investing

Darwin Wealth Management, LLC

CIK 1663224

13F filing for Q2 2026・No. 3,536

Holdings
US$593.47M
Quarter change
+US$272.45M
Entries
122
Net bought (estimate)
+US$9.25M

The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.

Net bought (estimate)

Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.

  • New 64
  • Sold out 26
  • Cut 105
  • Added 241
  • Corporate actions 2
  • Unchanged 226

Largest holdings

636 stocks worth US$365.25M, options and bonds left out.

StockThis quarterValueWeight
SELECT SECTOR SPDR TRST STR TECHN ETFCutUS$14.71M4.03%
VANECK ETF TRUSTCLO ETFAddedUS$14.43M3.95%
EFAISHARES TRMSCI EAFE ETFAddedUS$14.33M3.92%
HORIZON FDSANFIELD UNIVERSLNewUS$13.56M3.71%
VANGUARD WORLD FDMEGA GRWTH INDCutSplit 5:1US$11.44M3.13%
EMXCISHARES INCMSCI EMRG CHNAddedUS$11.31M3.10%
FIRST TR EXCHNG TRADED FD VISMIT UNCO BD ETFAddedUS$10.66M2.92%
FIRST TR EXCHANGE-TRADED FDFST LOW OPPT EFTAddedUS$9.58M2.62%
QQQInvesco QQQUNIT SER 1CutUS$8.08M2.21%
MBBISHARES TRMBS ETFAddedUS$8.03M2.20%

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Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

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Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

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Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.