Darwin Advisors, LLC Portfolio Holdings

Darwin Advisors, LLC

  • $291 Million
  • Q3 2025

Darwin Advisors, LLC has filed its 13F form on October 16, 2025 for Q3 2025 where it was disclosed a total value porftolio of $291 Million distributed in 607 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr Msci Eafe ETF with a value of $14.3M, Vaneck ETF Tr with a value of $13.5M, Vanguard Mega Cap Growth ETF with a value of $12.2M, Technology Sector Spdr with a value of $11.9M, and Two Rds Shared Tr with a value of $11.8M.

Examining the 13F form we can see an increase of $22.3M in the current position value, from $269M to 291M. Also it can be appreciated an additional of 41 stocks purchases and 1 closed positions.

Below you can find more details about Darwin Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $291 Million
ETFs: $215 Million
Technology: $28.6 Million
Consumer Cyclical: $9.38 Million
Industrials: $9.26 Million
Communication Services: $8.2 Million
Financial Services: $7.92 Million
Healthcare: $5.79 Million
Consumer Defensive: $5.37 Million
Other: $1.19 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$14.3 Million 4.91% of portfolio
153,327
Q3 2025 Added 5.1%
$0
$13.5 Million 4.62% of portfolio
253,678
Q3 2025 Added 2.95%
$0
$12.2 Million 4.18% of portfolio
30,309
Q3 2025 Reduced 3.14%
$0
$11.9 Million 4.07% of portfolio
42,120
Q3 2025 Added 5.35%
$0
$11.8 Million 4.05% of portfolio
1,256,266
Q3 2025 Added 1.05%
$0
$9.49 Million 3.26% of portfolio
140,603
Q3 2025 Added 6.55%
$0
$9.05 Million 3.11% of portfolio
15,076
Q3 2025 Reduced 0.24%
$0
$8.99 Million 3.08% of portfolio
356,779
Q3 2025 Added 0.88%
$0
$8.62 Million 2.96% of portfolio
173,032
Q3 2025 Added 1.37%
$0
$7.5 Million 2.57% of portfolio
53,179
Q3 2025 Added 8.59%
$0
$6.78 Million 2.33% of portfolio
72,618
Q3 2025 Added 2.62%
$0
$5.74 Million 1.97% of portfolio
48,482
Q3 2025 Added 5.39%
$0
$5.55 Million 1.9% of portfolio
53,066
Q3 2025 Added 3.42%
$0
$5.46 Million 1.87% of portfolio
45,655
Q3 2025 Added 2.34%
$3.78T
$5.18 Million 1.78% of portfolio
10,006
Q3 2025 Added 20.37%
$0
$4.52 Million 1.55% of portfolio
83,930
Q3 2025 Added 5.62%
$0
$4.19 Million 1.44% of portfolio
72,205
Q3 2025 Added 9.57%
$0
$4.16 Million 1.43% of portfolio
160,694
Q3 2025 Reduced 0.43%
$0
$4.09 Million 1.4% of portfolio
8,722
Q3 2025 Added 1.0%
$0
$3.53 Million 1.21% of portfolio
105,088
Q3 2025 Added 3.79%
$1.65T
$3.51 Million 1.2% of portfolio
14,424
Q3 2025 Reduced 0.7%
$0
$3.38 Million 1.16% of portfolio
76,174
Q3 2025 Reduced 1.3%
$0
$3.37 Million 1.16% of portfolio
24,204
Q3 2025 Added 14.39%
$0
$3.3 Million 1.13% of portfolio
38,499
Q3 2025 Added 8.62%
$2.39T
$3.28 Million 1.13% of portfolio
14,949
Q3 2025 Added 5.14%
$0
$3.02 Million 1.04% of portfolio
79,359
Q3 2025 Reduced 3.36%
$4.3T
$3.02 Million 1.04% of portfolio
11,868
Q3 2025 Added 6.39%
$139B
$2.95 Million 1.01% of portfolio
8,956
Q3 2025 Reduced 1.07%
$0
$2.88 Million 0.99% of portfolio
12,023
Q3 2025 Reduced 15.27%
$0
$2.62 Million 0.9% of portfolio
62,297
Q3 2025 Reduced 1.28%
$0
$2.61 Million 0.9% of portfolio
37,301
Q3 2025 Added 5.52%
$0
$2.61 Million 0.89% of portfolio
16,898
Q3 2025 Added 18.3%
$140B
$2.43 Million 0.83% of portfolio
6,484
Q3 2025 Added 0.62%
$118B
$2.31 Million 0.79% of portfolio
9,414
Q3 2025 Reduced 0.43%
$306B
$2.22 Million 0.76% of portfolio
33,490
Q3 2025 Added 2.99%
$975M
$2.19 Million 0.75% of portfolio
173,517
Q3 2025 Added 0.5%
$0
$2.09 Million 0.72% of portfolio
56,215
Q3 2025 Reduced 3.92%
$0
$2.08 Million 0.71% of portfolio
9,935
Q3 2025 Added 2.73%
$182B
$2.01 Million 0.69% of portfolio
2,939
Q3 2025 Added 0.44%
$367B
$1.99 Million 0.68% of portfolio
4,922
Q3 2025 Added 1.82%
$533B
$1.86 Million 0.64% of portfolio
5,455
Q3 2025 Added 2.08%
$0
$1.84 Million 0.63% of portfolio
19,785
Q3 2025 Added 2.81%
$0
$1.81 Million 0.62% of portfolio
19,308
Q3 2025 Reduced 2.95%
$0
$1.79 Million 0.62% of portfolio
20,073
Q3 2025 Added 7.04%
$49.1B
$1.81 Million 0.62% of portfolio
1,513
Q3 2025 Added 2.09%
$84.4B
$1.76 Million 0.61% of portfolio
8,994
Q3 2025 Reduced 0.45%
$46.4B
$1.79 Million 0.61% of portfolio
7,445
Q3 2025 Added 2.73%
$388B
$1.71 Million 0.59% of portfolio
10,555
Q3 2025 Reduced 0.29%
$279B
$1.71 Million 0.59% of portfolio
16,557
Q3 2025 Added 4.61%

Summary

  • Portfolio
  • No. of Stocks 607
  • Current Value $291 Million
  • Prior Value $269 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 16, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 41 stocks
  • Additional Purchases 214 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 69 stocks
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