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Manager record

Darwin Wealth Management, LLC

Tampa, FL · CIK 1663224 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$593.47MReported 13F valueQ2 2026 · as filed
122Holdings listed
+84.9%vs prior quartervalue change includes market moves
6Quarters on record
Jul 21Latest filed
Reported 13F value by quarter, Q4 2024 to Q2 2026Q4 2024: $297.5M$297.5MQ4 2024638 holdingsQ2 2025: $864.8M$864.8MQ2 20251,875 holdingsQ3 2025: $314.7M$314.7MQ3 2025607 holdingsQ4 2025: $321.9M$321.9MQ4 2025661 holdingsQ1 2026: $321.0M$321.0MQ1 2026604 holdingsQ2 2026: $593.5M$593.5MQ2 2026122 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Jul 21 2026 13F-HR · period Q2 2026

$593.47M · 122 holdings listed · View original SEC filing ↗
May 01 2026 13F-HR · period Q1 2026

$321.02M · 604 holdings listed · View original SEC filing ↗
Jan 22 2026 13F-HR · period Q4 2025

$321.88M · 661 holdings listed · View original SEC filing ↗
Oct 16 2025 13F-HR · period Q3 2025

$314.72M · 607 holdings listed · View original SEC filing ↗
Sep 02 2025 13F-HR/A · period Q4 2024

$297.54M · 638 holdings listed · amendment (restatement) · View original SEC filing ↗
Aug 18 2025 13F-HR · period Q2 2025

$278.24M · 627 holdings listed · View original SEC filing ↗
Aug 15 2025 13F-HR · period Q2 2025

$297.54M · 638 holdings listed · View original SEC filing ↗
Aug 14 2025 13F-HR · period Q2 2025

$288.99M · 610 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Jul 21, 2026 · Change methodology