Darwin Wealth Management’s Kovitz Core Equity ETF EQTY Stock Holding History

Darwin Wealth Management’s Portfolio EQTY Stock Details EQTY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$25.2K	Hold	901	–	–	0.01%	300
2026 Q1	$22.9K	Hold	901	–	–	0.01%	289
2025 Q4	$24.3K	Buy	+901	New	+$23.7K	0.01%	282

Other funds holding EQTY

DWA

Delta Wealth Advisors Indianapolis, Indiana $140M AUM 16.28% 1-Year Est. Return

Darwin Wealth Management's EQTY Position: Q2 2026 in Review

Darwin Wealth Management held its Kovitz Core Equity ETF (EQTY) position steady in Q2 2026 at 901 shares worth $25.2K. The position accounts for 0.01% of the portfolio, ranked #300.

Darwin Wealth Management first reported a position in EQTY in Q4 2025 and has held it in 3 quarters since. 2 funds tracked by Wall St. Rank hold EQTY as of Q2 2026.

Darwin Wealth Management held 901 shares of Kovitz Core Equity ETF worth $25.2K as of Q2 2026.
Darwin Wealth Management left its Kovitz Core Equity ETF share count unchanged in Q2 2026.
Kovitz Core Equity ETF made up 0.01% of Darwin Wealth Management's portfolio in Q2 2026, its #300 holding.
Darwin Wealth Management first reported a position in Kovitz Core Equity ETF in Q4 2025 and has held it in 3 quarters since.
2 funds tracked by Wall St. Rank held Kovitz Core Equity ETF as of Q2 2026.

Based on Darwin Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.