Latest Harwood Advisory Group, LLC Stock Portfolio

Harwood Advisory Group, LLC Performance:

2026 Q1: -1.9%YTD: -1.9%2025: 16.02%

Performance for 2026 Q1 is -1.9%, and YTD is -1.9%, and 2025 is 16.02%.

About Harwood Advisory Group, LLC and 13F Hedge Fund Stock Holdings

Darwin Wealth Management, LLC is a hedge fund based in Tampa, FL. On 2026-05-01, the fund reported it's updated stock portfolio. In the 13F Holdings report, Darwin Wealth Management, LLC reported an equity portfolio of $321 Millions as of 31 Mar, 2026.

The top stock holdings of Darwin Wealth Management, LLC are BUZZ, ACTV, IJR. The fund has invested 4.3% of it's portfolio in VANECK ETF TRUST and 4.1% of portfolio in TWO RDS SHARED TR.

The fund managers got completely rid off GSK PLC (GSK), VANGUARD INDEX FDS (VB) and FIRST TR EXCHNG TRADED FD VI (AFLG) stocks. They significantly reduced their stock positions in EVEREST GROUP LTD, FIRST TR EXCHANGE-TRADED FD (ECLN) and WEST PHARMACEUTICAL SVSC INC (WST). Darwin Wealth Management, LLC opened new stock positions in ISHARES TR (AAXJ), NEW YORK LIFE INVTS ACTIVE E (ESGB) and VANECK BITCOIN ETF. The fund showed a lot of confidence in some stocks as they added substantially to JABIL INC (JBL), SELECT SECTOR SPDR TR (XLB) and DARDEN RESTAURANTS INC (DRI).

Harwood Advisory Group, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Darwin Wealth Management, LLC made a return of -1.9% in the last quarter. In trailing 12 months, it's portfolio return was 13.82%.

Performance
S&P 500

New Buys

Ticker	$ Bought
ishares tr	7,684,090
new york life invts active e	6,515,580
vaneck bitcoin etf	1,501,760
ishares tr	1,175,920
vaneck ethereum tr	446,999
lattice semiconductor corp	273,827
flextronics intl ltd	256,079
berkshire hathaway inc del	193,596

New stocks bought by Harwood Advisory Group, LLC

Additions

Ticker	% Inc.
jabil inc	49,133
select sector spdr tr	6,400
darden restaurants inc	6,113
spdr series trust	1,711
barrick mng corp	1,163
ishares tr	1,088
ishares tr	927
vanguard intl equity index f	383

Additions to existing portfolio by Harwood Advisory Group, LLC

Reductions

Ticker	% Reduced
everest group ltd	-97.92
first tr exchange-traded fd	-97.72
west pharmaceutical svsc inc	-97.56
vaneck etf trust	-96.93
ishares tr	-96.55
select sector spdr tr	-94.07
disney walt co	-88.58
walmart inc	-85.84

Harwood Advisory Group, LLC reduced stake in above stock

Sold off

None of the stocks were completely sold off by Harwood Advisory Group, LLC

Sector Distribution

Darwin Wealth Management, LLC has about 72.4% of it's holdings in Others sector.

Sector	%
Others	72.4
Technology	11.2
Industrials	3.4
Communication Services	3.2
Consumer Cyclical	3
Financial Services	2.7
Healthcare	1.9
Consumer Defensive	1.8

Market Cap. Distribution

Darwin Wealth Management, LLC has about 26.6% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	72.4
MEGA-CAP	15
LARGE-CAP	11.6

Stocks belong to which Index?

About 23% of the stocks held by Darwin Wealth Management, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	76
S&P 500	23

Top 5 Winners (%)		%
BNDW	vanguard scottsdale fds
SPY	state str spdr s&p 500 etf t	144.3 %
ASRT	assertio holdings inc	110.2 %
LITE	lumentum hldgs inc	90.7 %
VIAV	viavi solutions inc	86.8 %

Top 5 Winners ($)		$
FTGC	first tr exchange trad fd vi	1.1 M
VRT	vertiv holdings co	1.0 M
SPY	state str spdr s&p 500 etf t	0.8 M
LRCX	lam research corp	0.8 M
EMGF	ishares inc	0.8 M

Top 5 Losers (%)		%
KD	kyndryl hldgs inc	-50.6 %
REE	ree automotive ltd	-50.0 %
SNAP	snap inc	-43.0 %
EVH	evolent health inc	-43.0 %
TTD	the trade desk inc	-40.2 %

Top 5 Losers ($)		$
MSFT	microsoft corp	-1.4 M
EDV	vanguard world fd	-1.3 M
WDAY	workday inc	-1.0 M
XLB	select sector spdr tr	-0.9 M
QQEW	first tr exchange-traded fd	-0.7 M

Harwood Advisory Group, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Harwood Advisory Group, LLC

Darwin Wealth Management, LLC has 595 stocks in it's portfolio. About 32% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. FTGC was the most profitable stock for Darwin Wealth Management, LLC last quarter.

Last Reported on: 01 May, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAAU	goldman sachs physical gold	0.02	1,485	68,592	reduced	-27.67

AAPL	apple inc	0.87	11,033	2,800,250	reduced	-3.22

AAXJ	ishares tr	2.39	80,927	7,684,090	new

AAXJ	ishares tr	0.70	10,198	2,231,000	added	5.79

AAXJ	ishares tr	0.37	22,041	1,175,920	new

AAXJ	ishares tr	0.33	9,986	1,065,340	added	25.55

AAXJ	ishares tr	0.06	1,610	191,013	reduced	-96.55

AAXJ	ishares tr	0.04	1,499	140,836	added	89.27

AAXJ	ishares tr	0.04	1,560	124,149	added	8.03

AAXJ	ishares tr	0.01	851	44,732	added	0.83

AAXJ	ishares tr	0.01	1,354	41,077	added	0.15

AAXJ	ishares tr	0.01	315	28,571	added	0.32

AAXJ	ishares tr	0.01	390	21,007	added	0.52

AAXJ	ishares tr	0.00	107	17,577	added	1,088

AAXJ	ishares tr	0.00	56.00	10,136	new

AAXJ	ishares tr	0.00	57.00	6,055	added	216

AAXJ	ishares tr	0.00	81.00	5,447	unchanged	0.00

AAXJ	ishares tr	0.00	39.00	3,928	new

ABBV	abbvie inc	0.12	1,729	376,210	added	7.73

ABT	abbott laboratories	0.00	161	16,529	unchanged	0.00