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Darwin Wealth Management, LLC
Darwin Wealth Management, LLC is an SEC-registered investment adviser headquartered in Tampa, Florida. The firm primarily serves U.S. individuals, including both high-net-worth and retail clients, as well as other types of accounts. As of March 2025, it manages approximately $617.3 million in assets for more than 3,600 client accounts, with a team of around 10-15 employees. Darwin Wealth Management provides discretionary portfolio management, financial planning, and investment advice.
Investment Strategy
Darwin Wealth Management, LLC provides discretionary investment management services focused on diversified portfolios of publicly traded securities, tailored to the risk tolerance and financial objectives of individual and high-net-worth clients. The firm emphasizes long-term asset growth through a disciplined, research-driven approach, managing holdings across sectors and asset classes. Its strategies are customized for each client’s goals, with an emphasis on risk-adjusted returns and consistent portfolio monitoring.
Latest 13F Filing Activity
Darwin Wealth Management, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 593 equity positions with a total 13F market value of $315M. The fund increased holdings in Select Sector SPDR TR, Autodesk Inc., Ishares TR among other positions. Darwin Wealth Management, LLC reduced exposure to Pulte Group Inc., Adobe Inc., First TR Exchng Traded FD VI among others.
Top Holdings
Equity Positions (593)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
E EFA | ISHARES TR | 4.55% | $14.3M | 153,327 | $84.10 | $93.37 | +$1.3M |
C CLOI | VANECK ETF TRUST | 4.28% | $13.5M | 253,678 | $52.78 | $53.10 | +$422.5K |
M MGK | VANGUARD WORLD FD | 3.88% | $12.2M | 30,309 | $321.95 | $402.42 | +$738.8K |
X XLK | SELECT SECTOR SPDR TR | 3.77% | $11.9M | 42,120 | $155.03 | $281.86 | +$1.7M |
A AFIF | TWO RDS SHARED TR | 3.75% | $11.8M | 1,256,266 | $9.74 | $9.39 | +$216.9K |
Industry Allocation
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