Darwin Advisors, LLC Portfolio Holdings

Darwin Advisors, LLC

  • $269 Million
  • Q2 2025

Darwin Advisors, LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $269 Million distributed in 610 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 $13M, Vaneck ETF Tr with a value of $13M, Two Rds Shared Tr with a value of $11.6M, Vanguard Mega Cap Growth ETF with a value of $11.5M, and Technology Sector Spdr with a value of $10.1M.

Examining the 13F form we can see an decrease of $86.9M in the current position value, from $356M to 269M. Also it can be appreciated an additional of 92 stocks purchases and 4 closed positions.

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

Portfolio value $269 Million
ETFs: $199 Million
Technology: $25.2 Million
Consumer Cyclical: $9.46 Million
Industrials: $8.88 Million
Financial Services: $8.04 Million
Communication Services: $6.98 Million
Consumer Defensive: $5.25 Million
Healthcare: $4.97 Million
Other: $1.03 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2,000 0.0% of portfolio
200
Q3 2024 New
$10B
$8,000 0.0% of portfolio
225
Q2 2025 Reduced 69.3%
$278M
$0 0.0% of portfolio
10
Q3 2024 New
$1.97B
$0 0.0% of portfolio
10
Q3 2024 New
$210B
$7,000 0.0% of portfolio
91
Q4 2024 Added 228.57%
$885M
$0 0.0% of portfolio
15
Q3 2024 New
$48B
$3,000 0.0% of portfolio
42
Q2 2025 New
Millrose Pptys Inc
-
$0 0.0% of portfolio
-
Q2 2025 New
$22.7B
$3,000 0.0% of portfolio
19
Q4 2024 Added 31.58%
$10.4B
$0 0.0% of portfolio
135
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 610
  • Current Value $269 Million
  • Prior Value $356 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 92 stocks
  • Additional Purchases 98 stocks
  • Sold out of 4 stocks
  • Reduced holdings in 271 stocks
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