Darwin Wealth Management, LLC
All 13F Filings
- Location
- Tampa, FL
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 321,880
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/22/2026 | 660 | 321,880 | 13F-HR | Darwin Wealth Management, LLC |
| Q3 2025 | 10/16/2025 | 607 | 314,720 | 13F-HR | Darwin Wealth Management, LLC |
| Q2 2025 | 8/14/2025 | 610 | 288,988 | 13F-HR | Darwin Wealth Management, LLC |
| Q1 2025 | 8/18/2025 | 638 | 297,539 | 13F-HR | Darwin Wealth Management, LLC |
| Q4 2024 | 9/2/2025 | 638 | 297,539 | 13F-HR/A - RESTATEMENT | Darwin Wealth Management, LLC |
| Q4 2024 | 8/15/2025 | 638 | 297,539 | 13F-HR | Darwin Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 245.1 K | 76.2% | 9.308 K | 0 | 9.308 K |
| ETFs | 76.02 K | 23.6% | 0 | 2.154 K | -2.154 K |
| Debt | 621 | 0.2% | 18 | 0 | 18 |
| Other | 76 | 0.0% | 5 | 0 | 5 |
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Fund Snapshot
Q4 2025
Latest filed
1/22/2026
Total value ($000)
321,880
Holdings
660
QoQ value change ($000)
7,160
(2.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.