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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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