Darwin Wealth Management, LLC
Top Portfolio Positions
344 positions ·
$103,897,872 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
11,095 | $6,403,812 | 6.16% | |
| MSFT |
Microsoft Corp
Technology
|
13,298 | $4,922,520 | 4.74% | |
| LRCX |
Lam Research Corp
Technology
|
17,564 | $3,752,724 | 3.61% | |
| KO |
Coca Cola Co
Consumer Defensive
|
48,373 | $3,678,766 | 3.54% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
12,373 | $3,557,979 | 3.42% | |
| NFLX |
Netflix Inc
Communication Services
|
36,753 | $3,533,800 | 3.40% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
16,308 | $3,396,467 | 3.27% | |
| ADI |
Analog Devices Inc
Technology
|
9,945 | $3,163,902 | 3.05% | |
| VRT |
Vertiv Holdings Co
Industrials
|
11,851 | $2,969,623 | 2.86% | |
| DYN |
Dyne Therapeutics, Inc.
Healthcare
|
154,862 | $2,807,648 | 2.70% |
Portfolio Trend
25 quarters · across all stocks
Holdings in IIM
Shares Held
Position Value (USD)
8 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $17,911 | 1,473 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $18,147 | 1,473 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $18,486 | 1,473 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $17,145 | 1,473 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $17,631 | 1,473 | Shares | Sole | 2025-08-18 | |
| 2024-12-31 | $17,513 | 1,473 | Shares | Sole | 2025-09-02 | |
| 2024-09-30 | $18,972 | 1,473 | Shares | Sole | 2024-11-08 | |
| 2020-03-31 | $20,828 | 1,473 | Shares | Sole | 2020-05-01 | |
| No 13F history on record for this holder in this stock. | ||||||