Darden Wealth Group
Latest statistics and disclosures from Darden Wealth Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, GOOGL, AAPL, MSFT, AMZN, and represent 34.40% of Darden Wealth Group's stock portfolio.
- Added to shares of these 10 stocks: AVGO, USRT, CRWD, JEPQ, SLV, GDX, SYM, XLE, CLS, MSFT.
- Started 18 new stock positions in GNRC, ISRG, KTOS, EPAM, SOXX, USRT, QCOM, CEG, SLV, JUST. FIX, TOST, ALAB, EWZ, INOD, JEPQ, XOM, IREN.
- Reduced shares in these 10 stocks: PPLT, NVDA, CRWV, IBIT, DFAI, DVY, DKNG, PFFA, MELI, ETN.
- Sold out of its positions in PPLT, CRWV, DKNG, IBIT.
- Darden Wealth Group was a net buyer of stock by $7.9M.
- Darden Wealth Group has $206M in assets under management (AUM), dropping by 7.75%.
- Central Index Key (CIK): 0002011221
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Portfolio Holdings for Darden Wealth Group
Darden Wealth Group holds 148 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 16.3 | $34M | 180k | 186.50 |
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| Alphabet Inc Cap Stk Cl A (GOOGL) | 5.4 | $11M | 36k | 313.01 |
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| Apple (AAPL) | 4.6 | $9.5M | 35k | 271.86 |
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| Microsoft Corporation (MSFT) | 4.3 | $9.0M | +3% | 19k | 483.63 |
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| Amazon (AMZN) | 3.7 | $7.7M | +2% | 34k | 230.83 |
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| Broadcom (AVGO) | 3.7 | $7.7M | +9% | 22k | 346.11 |
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| Rocket Lab Corp (RKLB) | 3.6 | $7.5M | 107k | 69.76 |
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| Alphabet Inc Cap Stk CL C (GOOG) | 2.3 | $4.7M | +2% | 15k | 313.80 |
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| Crowdstrike Hldgs Cl A (CRWD) | 2.1 | $4.2M | +17% | 9.0k | 468.76 |
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| Ishares Tr Fltg Rate Nt Etf (FLOT) | 2.0 | $4.1M | +2% | 80k | 50.86 |
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| Micron Technology (MU) | 1.4 | $3.0M | 10k | 285.42 |
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| Arista Networks Com Shs (ANET) | 1.4 | $3.0M | +8% | 23k | 131.03 |
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| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 1.3 | $2.8M | 152k | 18.22 |
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| Eaton Corp SHS (ETN) | 1.2 | $2.6M | -5% | 8.0k | 318.53 |
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| Applovin Corp Com Cl A (APP) | 1.2 | $2.5M | +3% | 3.7k | 673.97 |
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| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 1.2 | $2.4M | +10% | 47k | 50.58 |
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| Raytheon Technologies Corp (RTX) | 1.1 | $2.2M | +12% | 12k | 183.40 |
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| Celestica (CLS) | 1.1 | $2.2M | +19% | 7.6k | 295.61 |
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| Ishares Tr Select Divid Etf (DVY) | 1.0 | $2.0M | -10% | 14k | 141.15 |
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| Meta Platforms Cl A (META) | 0.9 | $1.9M | -4% | 2.8k | 660.09 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.9 | $1.9M | -3% | 28k | 66.00 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.9 | $1.8M | 2.6k | 682.09 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 0.8 | $1.7M | -2% | 10k | 167.94 |
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| Mastercard Incorporated Cl A (MA) | 0.8 | $1.7M | 3.0k | 570.96 |
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| Series Portfolios Tr Eldridge Bbb B (CLOZ) | 0.8 | $1.7M | +18% | 63k | 26.48 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.8 | $1.6M | -2% | 15k | 109.91 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.8 | $1.6M | +13% | 4.1k | 396.31 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.8 | $1.6M | +2% | 3.2k | 502.65 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.8 | $1.6M | +20% | 4.4k | 360.16 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.8 | $1.6M | -5% | 13k | 120.18 |
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| Trane Technologies SHS (TT) | 0.8 | $1.6M | 4.0k | 389.22 |
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| Boeing Company (BA) | 0.7 | $1.5M | +14% | 7.1k | 217.12 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.7 | $1.5M | 4.5k | 335.32 |
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| JPMorgan Chase & Co. (JPM) | 0.7 | $1.5M | 4.7k | 322.28 |
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| Palo Alto Networks (PANW) | 0.7 | $1.5M | -2% | 8.2k | 184.20 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.7 | $1.4M | +47% | 16k | 85.77 |
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| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.6 | $1.3M | 27k | 48.75 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.6 | $1.3M | 2.0k | 614.42 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.6 | $1.3M | 1.2k | 1070.33 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.6 | $1.2M | 4.3k | 290.22 |
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| Ge Vernova (GEV) | 0.6 | $1.2M | +28% | 1.9k | 653.57 |
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| Ishares Tr Trust Ishare 0-1 (SHV) | 0.6 | $1.2M | 11k | 110.16 |
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| Eli Lilly & Co. (LLY) | 0.6 | $1.2M | +9% | 1.1k | 1074.68 |
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| Ishares Tr TRS FLT RT BD (TFLO) | 0.6 | $1.2M | 24k | 50.46 |
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| Ishares Tr Core Msci Emkt (IEMG) | 0.6 | $1.2M | 18k | 67.22 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.6 | $1.2M | -9% | 13k | 89.46 |
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| Dimensional Etf Trust Intl Core Eqt Mkt (DFAI) | 0.5 | $1.1M | -18% | 30k | 38.11 |
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| Abbvie (ABBV) | 0.5 | $1.1M | +3% | 4.8k | 228.49 |
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| Tesla Motors (TSLA) | 0.4 | $910k | 2.0k | 449.72 |
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| Palantir Technologies Cl A (PLTR) | 0.4 | $876k | +4% | 4.9k | 177.75 |
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| Advanced Micro Devices (AMD) | 0.4 | $868k | -5% | 4.1k | 214.16 |
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| Home Depot (HD) | 0.4 | $854k | 2.5k | 344.17 |
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| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.4 | $829k | -5% | 19k | 42.87 |
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| Ishares Tr Msci Usa Value (VLUE) | 0.4 | $802k | 5.9k | 136.73 |
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| Symbotic Class A Com (SYM) | 0.4 | $802k | +119% | 14k | 59.50 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.4 | $782k | 13k | 62.47 |
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| Select Sector Spdr Tr Energy (XLE) | 0.4 | $771k | +93% | 17k | 44.71 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $738k | +2% | 1.2k | 627.18 |
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| Chevron Corp New Com (CVX) | 0.4 | $730k | -13% | 4.8k | 152.41 |
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| Quanta Services (PWR) | 0.3 | $718k | +18% | 1.7k | 422.06 |
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| Costco Whsl Corp New Com (COST) | 0.3 | $717k | -8% | 831.00 | 862.54 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.3 | $668k | 2.1k | 314.80 |
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| Nextera Energy (NEE) | 0.3 | $668k | 8.3k | 80.28 |
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| Wal-Mart Stores (WMT) | 0.3 | $646k | +3% | 5.8k | 111.43 |
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| Ishares Tr Cre U S Reit Etf (USRT) | 0.3 | $644k | NEW | 11k | 56.96 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.3 | $643k | +2% | 11k | 57.24 |
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| Rubrik Cl A (RBRK) | 0.3 | $642k | 8.4k | 76.48 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.3 | $639k | 9.2k | 69.42 |
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| Visa Com Cl A (V) | 0.3 | $617k | +7% | 1.8k | 350.84 |
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| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.3 | $603k | 13k | 48.32 |
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| Ishares Tr Us Treas Bd Etf (GOVT) | 0.3 | $596k | 26k | 23.02 |
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| Lam Research Corp Com New (LRCX) | 0.3 | $594k | 3.5k | 171.18 |
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| Oracle Corporation (ORCL) | 0.3 | $594k | -18% | 3.0k | 194.91 |
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| Ge Aerospace Com New (GE) | 0.3 | $579k | +6% | 1.9k | 308.03 |
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| Select Sector Spdr Tr Technology (XLK) | 0.3 | $576k | +118% | 4.0k | 143.97 |
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| Gilead Sciences (GILD) | 0.3 | $557k | -2% | 4.5k | 122.74 |
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| Ishares Tr Us Aer Def Etf (ITA) | 0.3 | $542k | +5% | 2.5k | 214.75 |
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| Spdr Series Trust Bloomberg 3-12 M (BILS) | 0.3 | $517k | 5.2k | 99.22 |
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| Applied Materials (AMAT) | 0.2 | $506k | 2.0k | 256.99 |
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| Amgen (AMGN) | 0.2 | $492k | 1.5k | 327.31 |
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| Johnson & Johnson (JNJ) | 0.2 | $486k | 2.3k | 206.95 |
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| Procter & Gamble Company (PG) | 0.2 | $481k | 3.4k | 143.35 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.2 | $475k | 2.4k | 198.67 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.2 | $472k | NEW | 8.1k | 58.12 |
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| United Rentals (URI) | 0.2 | $469k | -11% | 580.00 | 809.32 |
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| Oklo Com Cl A (OKLO) | 0.2 | $469k | +6% | 6.5k | 71.76 |
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| First Tr Exchange Traded Rba Indl Etf (AIRR) | 0.2 | $462k | 4.7k | 98.32 |
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| Ishares Silver Trust Ishares (SLV) | 0.2 | $444k | NEW | 6.9k | 64.42 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $440k | +15% | 8.2k | 53.76 |
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| Blackrock (BLK) | 0.2 | $431k | -3% | 402.00 | 1071.41 |
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| Linde SHS (LIN) | 0.2 | $429k | 1.0k | 426.39 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $420k | -5% | 15k | 27.43 |
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| Morgan Stanley Com New (MS) | 0.2 | $417k | 2.4k | 177.53 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.2 | $412k | -3% | 2.8k | 148.70 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.2 | $403k | 4.2k | 95.09 |
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| Ssga Active Etf Tr Blackstone Senr (SRLN) | 0.2 | $392k | 9.5k | 41.27 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $390k | 1.5k | 258.09 |
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| Coca-Cola Company (KO) | 0.2 | $373k | 5.3k | 69.91 |
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| Gabelli Equity Trust (GAB) | 0.2 | $352k | 57k | 6.17 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $341k | +35% | 1.1k | 304.00 |
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| Bwx Technologies (BWXT) | 0.2 | $339k | 2.0k | 172.84 |
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| Boeing Dep Conv Pfd A (BA.PA) | 0.2 | $338k | 4.9k | 69.06 |
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| Vanguard World Industrial Etf (VIS) | 0.2 | $337k | 1.1k | 298.39 |
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| Epam Systems (EPAM) | 0.2 | $328k | NEW | 1.6k | 204.88 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $328k | 1.7k | 191.56 |
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| Kratos Defense & Sec Solutions Com New (KTOS) | 0.2 | $326k | NEW | 4.3k | 75.91 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $319k | -7% | 1.2k | 268.30 |
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| Etfis Ser Tr I Virtus Infracap (PFFA) | 0.2 | $317k | -35% | 15k | 21.55 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.2 | $316k | -3% | 3.1k | 101.98 |
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| Sitime Corp (SITM) | 0.2 | $311k | +12% | 880.00 | 353.19 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $305k | -8% | 630.00 | 483.67 |
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| MercadoLibre (MELI) | 0.1 | $302k | -33% | 150.00 | 2014.26 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $302k | 1.4k | 219.89 |
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| Innodata Com New (INOD) | 0.1 | $296k | NEW | 5.8k | 50.95 |
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| Astera Labs (ALAB) | 0.1 | $295k | NEW | 1.8k | 166.36 |
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| Iren Ordinary Shares (IREN) | 0.1 | $294k | NEW | 7.8k | 37.77 |
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| Caterpillar (CAT) | 0.1 | $292k | 510.00 | 573.09 |
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| Generac Holdings (GNRC) | 0.1 | $273k | NEW | 2.0k | 136.37 |
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| Ishares Tr Core Total Usd (IUSB) | 0.1 | $270k | 5.8k | 46.55 |
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| American Intl Group Com New (AIG) | 0.1 | $268k | 3.1k | 85.55 |
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| Ishares U S Etf Tr U.s. Tech Indepd (IETC) | 0.1 | $264k | 2.6k | 101.59 |
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| Tjx Cos New Com (TJX) | 0.1 | $262k | 1.7k | 153.61 |
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| Tcw Etf Trust Flexible Income (FLXR) | 0.1 | $257k | +26% | 6.5k | 39.60 |
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| Apollo Global Mgmt (APO) | 0.1 | $246k | 1.7k | 144.76 |
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| Ishares Tr Esg Msci Kld 400 (DSI) | 0.1 | $246k | 1.9k | 128.87 |
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| Northrop Grumman Corporation (NOC) | 0.1 | $245k | 430.00 | 570.21 |
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| Nebius Group Shs Class A (NBIS) | 0.1 | $240k | -8% | 2.9k | 83.71 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $239k | -7% | 349.00 | 684.94 |
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| First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD) | 0.1 | $232k | +6% | 8.2k | 28.24 |
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| Walt Disney Company (DIS) | 0.1 | $231k | -14% | 2.0k | 113.77 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $227k | NEW | 400.00 | 566.36 |
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| Constellation Energy (CEG) | 0.1 | $212k | NEW | 600.00 | 353.27 |
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| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.1 | $212k | -6% | 3.0k | 71.45 |
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| Invesco Exch Trd Slf Idx Bulletshs 2032 (BSCW) | 0.1 | $209k | 10k | 20.88 |
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| Invesco Exch Trd Slf Idx Bulletshs 2029 (BSCT) | 0.1 | $207k | 11k | 18.84 |
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| Invesco Exch Trd Slf Idx Bulletshs 2028 (BSCS) | 0.1 | $206k | 10k | 20.60 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.1 | $206k | NEW | 683.00 | 301.29 |
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| AeroVironment (AVAV) | 0.1 | $206k | +8% | 850.00 | 241.89 |
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| Comfort Systems USA (FIX) | 0.1 | $205k | NEW | 220.00 | 933.29 |
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| Qualcomm (QCOM) | 0.1 | $205k | NEW | 1.2k | 171.05 |
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| Invesco Exch Trd Slf Idx Bulletshs 2030 (BSCU) | 0.1 | $203k | 12k | 16.92 |
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| Ies Hldgs (IESC) | 0.1 | $202k | 520.00 | 389.02 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $202k | NEW | 1.7k | 120.34 |
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| Toast Cl A (TOST) | 0.1 | $201k | NEW | 5.7k | 35.51 |
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| Invesco Exch Trd Slf Idx Bulletshs 2031 (BSCV) | 0.1 | $200k | 12k | 16.70 |
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| Goldman Sachs Etf Tr Just Us Lrg Cp (JUST) | 0.1 | $200k | NEW | 2.1k | 96.72 |
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| Ishares Msci Brazil Etf (EWZ) | 0.1 | $200k | NEW | 6.3k | 31.77 |
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| Sachem Cap (SACH) | 0.0 | $26k | -21% | 25k | 1.04 |
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Past Filings by Darden Wealth Group
SEC 13F filings are viewable for Darden Wealth Group going back to 2024
- Darden Wealth Group 2025 Q4 filed Feb. 9, 2026
- Darden Wealth Group 2025 Q3 filed Nov. 10, 2025
- Darden Wealth Group 2025 Q2 filed July 31, 2025
- Darden Wealth Group 2025 Q1 filed May 5, 2025
- Darden Wealth Group 2024 Q4 filed Feb. 13, 2025
- Darden Wealth Group 2024 Q3 filed Nov. 12, 2024
- Darden Wealth Group 2024 Q2 filed Aug. 6, 2024
- Darden Wealth Group 2024 Q1 filed May 8, 2024