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Filers›Family Office›Darwin Wealth Management, LLC
DOSSIER · 13F-HR · Q1 2026

Darwin Wealth Management, LLC

Darwin Wealth's family office based in Greenwich, CT — $321M in tracked AUM across 604 positions as of Q1 2026.

DW
Darwin Wealth·Greenwich, CT·Family Office
CIK 0001663224 · last filed Mar 31, 2026
Total AUM
$321M
▲ 4.9%
vs prior
Holdings
604
—
positions
Whale Score
47
47
tracked
Activity
—
no data
changes this Q
Top sector
Financials
29% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Darwin Wealth Management, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
CLOI
VANECK ETF TRUST
$14M259K4.3%
02
AFIF
TWO RDS SHARED TR
$13M1.4M4.1%
03
EFA
ISHARES TR
$13M134K4.0%
04
UCON
FIRST TR EXCHNG TRADED FD VI
$10M417K3.2%
05
XLK
SELECT SECTOR SPDR TR
$10M78K3.2%
06
MGK
VANGUARD WORLD FD
$10M27K3.1%
07
LMBS
FIRST TR EXCHANGE-TRADED FD
$9M186K2.9%
08
EMXC
ISHARES INC
$9M109K2.7%
09
MBB
ISHARES TR
$8M81K2.4%
10
BOND
PIMCO ETF TR
$7M74K2.1%

Filing history

Filing history loading…
AI Agent · grounded in Darwin
haiku-4-5 · 604 positions indexed
Sector mix
  • Financials29%
  • Health Care12%
  • Cons. Disc.52%
  • Communications8%
  • Industrials5%
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