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Michael Sorrentino

Darwin Wealth Management, Llc

Assets Managed
$365.262M
Holdings
777
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
13.79%(2Q avg: 6.76%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Darwin Wealth Management, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 777 positions.

Assets under management

The assets under management (AUM) of Darwin Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 365.262M in assets, with a quarterly growth rate of 13.79% and a 2-quarter average growth rate of 6.76%. The portfolio is managed by Michael Sorrentino, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
XLK
Technology Select Sect Spdr
Recent Activity
Decreased -0.39%
4.03%
$14.712M
77,222 shares@ $190.53 avg price
CLOI
Vaneck Clo Etf
Recent Activity
Increased 5.09%
3.96%
$14.428M
272,492 shares@ $52.96 avg price
EFA
Ishares Msci Eafe Etf
Recent Activity
Increased 3.17%
3.93%
$14.326M
137,912 shares@ $103.89 avg price
AFIF
Anfield Universal Fixed Inco
Recent Activity
New Position
3.72%
$13.556M
1.441M shares@ $9.41 avg price
MGK
Vanguard Mega Cap Growth Etf
Recent Activity
Increased 385.14%
3.14%
$11.443M
130,172 shares@ $87.92 avg price
EMXC
Ishares Msci Emr Mrk Ex Chna
Recent Activity
Increased 1.05%
3.1%
$11.315M
110,605 shares@ $102.31 avg price
UCON
First Trust Tcw Unconstraine
Recent Activity
Increased 2.79%
2.92%
$10.658M
428,366 shares@ $24.89 avg price
LMBS
First Trust Low Duration Opp
Recent Activity
Increased 3.43%
2.63%
$9.583M
192,500 shares@ $49.79 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -1.16%
2.22%
$8.076M
10,966 shares@ $736.43 avg price
MBB
Ishares Mbs Etf
Recent Activity
Increased 4.94%
2.2%
$8.026M
84,918 shares@ $94.53 avg price

1-10 of 777