Darden Wealth Group
Latest statistics and disclosures from Darden Wealth Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, MSFT, AAPL, GOOGL, AMZN, and represent 35.60% of Darden Wealth Group's stock portfolio.
- Added to shares of these 10 stocks: RKLB, CLOZ, GDX, NEE, GLD, PPLT, JAAA, PANW, AMGN, RBRK.
- Started 17 new stock positions in NBIS, SYM, FLXR, AMGN, GDX, IETC, VB, VIG, AVUV, NEE. SITM, AVAV, TSM, BUFD, PPLT, IVV, IESC.
- Reduced shares in these 10 stocks: , NVDA, Nextera Energy, MELI, EWG, IBM, BSV, , DGRO, .
- Sold out of its positions in ATI, DE, XOM, GNRC, IBM, ISRG, EWZ, EWG, INDA, MSTR. Nextera Energy, XLV, NOW, TOST, BSV.
- Darden Wealth Group was a net buyer of stock by $4.8M.
- Darden Wealth Group has $191M in assets under management (AUM), dropping by 15.35%.
- Central Index Key (CIK): 0002011221
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Portfolio Holdings for Darden Wealth Group
Darden Wealth Group holds 134 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 17.9 | $34M | -2% | 183k | 186.58 |
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| Microsoft Corporation (MSFT) | 4.8 | $9.2M | 18k | 517.97 |
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| Apple (AAPL) | 4.6 | $8.8M | -2% | 35k | 254.63 |
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| Alphabet Inc Cap Stk Cl A (GOOGL) | 4.5 | $8.7M | 36k | 243.10 |
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| Amazon (AMZN) | 3.7 | $7.2M | -2% | 33k | 219.58 |
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| Broadcom (AVGO) | 3.5 | $6.7M | +5% | 20k | 329.92 |
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| Rocket Lab Corp (RKLB) | 2.6 | $5.0M | +28% | 105k | 47.91 |
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| Ishares Tr Fltg Rate Nt Etf (FLOT) | 2.1 | $4.0M | +2% | 78k | 51.09 |
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| Crowdstrike Hldgs Cl A (CRWD) | 2.0 | $3.8M | +7% | 7.7k | 490.38 |
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| Alphabet Inc Cap Stk Cl C CL C (GOOG) | 1.8 | $3.5M | 15k | 243.55 |
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| Eaton Corp SHS (ETN) | 1.7 | $3.2M | 8.5k | 374.27 |
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| Arista Networks Com Shs (ANET) | 1.6 | $3.0M | +3% | 21k | 145.71 |
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| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 1.5 | $2.8M | 153k | 18.24 |
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| Applovin Corp Com Cl A (APP) | 1.4 | $2.6M | +2% | 3.6k | 718.64 |
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| Ishares Tr Select Divid Etf (DVY) | 1.2 | $2.2M | -3% | 16k | 142.10 |
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| Meta Platforms Inc Cl A Cl A (META) | 1.1 | $2.2M | +4% | 3.0k | 734.38 |
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| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 1.1 | $2.1M | +32% | 42k | 50.78 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 1.0 | $1.9M | +2% | 29k | 65.26 |
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| Raytheon Technologies Corp (RTX) | 0.9 | $1.8M | 11k | 167.33 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.9 | $1.8M | 2.6k | 666.27 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 0.9 | $1.8M | -4% | 11k | 164.55 |
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| Micron Technology (MU) | 0.9 | $1.7M | +7% | 10k | 167.33 |
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| Trane Technologies PLC SHS (TT) | 0.9 | $1.7M | 4.0k | 421.98 |
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| Palo Alto Networks (PANW) | 0.9 | $1.7M | +34% | 8.3k | 203.62 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.9 | $1.7M | 15k | 111.22 |
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| Mastercard Incorporated Cl A Cl A (MA) | 0.9 | $1.7M | +5% | 3.0k | 568.88 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.9 | $1.6M | +3% | 14k | 118.84 |
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| Celestica (CLS) | 0.8 | $1.6M | +11% | 6.3k | 246.38 |
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| Berkshire Hathaway Inc Del Cl B Cl B New (BRK.B) | 0.8 | $1.6M | +6% | 3.1k | 502.74 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.8 | $1.5M | +25% | 4.5k | 328.22 |
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| JPMorgan Chase & Co. (JPM) | 0.8 | $1.5M | 4.7k | 315.49 |
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| Series Portfolios Tr Eldridge Bbb B (CLOZ) | 0.7 | $1.4M | +188% | 54k | 26.82 |
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| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.7 | $1.3M | 27k | 48.84 |
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| Boeing Company (BA) | 0.7 | $1.3M | +22% | 6.1k | 215.83 |
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| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.7 | $1.3M | 36k | 36.35 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.7 | $1.3M | +94% | 3.6k | 355.47 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.7 | $1.3M | +7% | 14k | 87.31 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.7 | $1.3M | +6% | 4.3k | 293.74 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.6 | $1.2M | +5% | 2.1k | 600.66 |
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| Ishares Tr Short Treas Bd (SHV) | 0.6 | $1.2M | -2% | 11k | 110.49 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.6 | $1.2M | +8% | 3.7k | 326.39 |
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| Ishares Tr TRS FLT RT BD (TFLO) | 0.6 | $1.2M | 23k | 50.59 |
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| Ishares Tr Core Msci Emkt (IEMG) | 0.6 | $1.2M | 18k | 65.92 |
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| Asml Holding N V N Y Registry N Y Registry Shs (ASML) | 0.6 | $1.1M | -17% | 1.2k | 968.48 |
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| Abbvie (ABBV) | 0.6 | $1.1M | 4.6k | 231.54 |
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| Oracle Corporation (ORCL) | 0.6 | $1.1M | +57% | 3.8k | 281.24 |
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| Home Depot (HD) | 0.5 | $1.0M | 2.5k | 405.27 |
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| Tesla Motors (TSLA) | 0.5 | $909k | -4% | 2.0k | 444.72 |
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| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.5 | $888k | 21k | 43.30 |
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| Ge Vernova (GEV) | 0.5 | $886k | +14% | 1.4k | 614.90 |
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| Palantir Technologies Inc Cl A Cl A (PLTR) | 0.4 | $857k | +57% | 4.7k | 182.42 |
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| Chevron Corporation (CVX) | 0.4 | $856k | -9% | 5.5k | 155.29 |
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| Costco Wholesale Corporation (COST) | 0.4 | $839k | +17% | 906.00 | 925.82 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.4 | $824k | NEW | 11k | 76.40 |
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| Select Sector Spdr Tr Energy (XLE) | 0.4 | $796k | -5% | 8.9k | 89.35 |
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| Eli Lilly & Co. (LLY) | 0.4 | $782k | -22% | 1.0k | 763.00 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.4 | $750k | +3% | 13k | 59.92 |
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| Ishares Tr Msci Usa Value (VLUE) | 0.4 | $736k | -4% | 5.9k | 125.05 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $707k | -14% | 1.2k | 612.74 |
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| Advanced Micro Devices (AMD) | 0.4 | $691k | +38% | 4.3k | 161.79 |
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| Oklo Inc Com Cl A Com Cl A (OKLO) | 0.4 | $685k | -11% | 6.1k | 111.63 |
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| Rubrik Inc. Cl A Cl A (RBRK) | 0.4 | $681k | +143% | 8.3k | 82.25 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.3 | $653k | 2.1k | 307.86 |
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| Nextera Energy (NEE) | 0.3 | $638k | NEW | 8.5k | 75.49 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.3 | $626k | -31% | 9.2k | 68.08 |
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| United Rentals (URI) | 0.3 | $625k | +31% | 655.00 | 954.66 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.3 | $625k | -6% | 11k | 57.10 |
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| Abrdn Platinum Etf Trust Physcl Platm Shs (PPLT) | 0.3 | $623k | NEW | 4.4k | 142.88 |
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| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.3 | $617k | -14% | 13k | 49.46 |
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| Ishares Tr Us Treas Bd Etf (GOVT) | 0.3 | $599k | 26k | 23.12 |
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| Quanta Services (PWR) | 0.3 | $597k | -9% | 1.4k | 414.42 |
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| Wal-Mart Stores (WMT) | 0.3 | $576k | -3% | 5.6k | 103.08 |
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| Visa Inc Com Cl A Com Cl A (V) | 0.3 | $558k | +12% | 1.6k | 341.45 |
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| Ge Aerospace Com New (GE) | 0.3 | $530k | +21% | 1.8k | 300.82 |
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| MercadoLibre (MELI) | 0.3 | $526k | -45% | 225.00 | 2336.94 |
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| Procter & Gamble Company (PG) | 0.3 | $522k | -2% | 3.4k | 153.69 |
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| Spdr Series Trust Bloomberg 3-12 M (BILS) | 0.3 | $518k | +6% | 5.2k | 99.52 |
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| Select Sector Spdr Tr Technology (XLK) | 0.3 | $517k | +11% | 1.8k | 281.98 |
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| Gilead Sciences (GILD) | 0.3 | $515k | 4.6k | 111.00 |
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| Ishares Tr Us Aer Def Etf (ITA) | 0.3 | $499k | +8% | 2.4k | 209.32 |
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| Etfis Ser Tr I Virtus Infrcap (PFFA) | 0.3 | $495k | 23k | 21.71 |
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| Blackrock (BLK) | 0.3 | $488k | -7% | 418.00 | 1166.99 |
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| Linde SHS (LIN) | 0.3 | $483k | 1.0k | 475.00 |
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| Lam Research Corp Com New (LRCX) | 0.2 | $471k | -13% | 3.5k | 133.90 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.2 | $470k | 2.4k | 194.51 |
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| First Tr Exchange Traded Rba Indl Etf (AIRR) | 0.2 | $450k | 4.7k | 96.70 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $441k | -4% | 16k | 27.30 |
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| Johnson & Johnson (JNJ) | 0.2 | $435k | 2.3k | 185.42 |
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| Amgen (AMGN) | 0.2 | $424k | NEW | 1.5k | 282.20 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.2 | $416k | 2.9k | 145.66 |
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| Applied Materials (AMAT) | 0.2 | $403k | -9% | 2.0k | 204.74 |
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| Ssga Active Etf Tr Blackstone Senr (SRLN) | 0.2 | $401k | -5% | 9.7k | 41.58 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.2 | $394k | 4.2k | 92.98 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $384k | NEW | 1.5k | 254.41 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $384k | +2% | 7.1k | 54.18 |
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| Morgan Stanley Com New (MS) | 0.2 | $374k | 2.4k | 158.96 |
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| Bwx Technologies (BWXT) | 0.2 | $361k | +29% | 2.0k | 184.37 |
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| Coca-Cola Company (KO) | 0.2 | $354k | +4% | 5.3k | 66.32 |
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| Nebius Group N.v. Shs Class A Shs Class A (NBIS) | 0.2 | $351k | NEW | 3.1k | 112.27 |
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| Gabelli Equity Trust (GAB) | 0.2 | $347k | 57k | 6.09 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $343k | 687.00 | 499.45 |
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| Boeing Dep Conv Pfd A (BA.PA) | 0.2 | $341k | -9% | 4.9k | 69.57 |
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| Vanguard World Industrial Etf (VIS) | 0.2 | $335k | 1.1k | 296.30 |
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| Symbotic Inc Class A Class A Com (SYM) | 0.2 | $332k | NEW | 6.2k | 53.90 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $324k | 1.7k | 189.70 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.2 | $319k | NEW | 3.2k | 99.53 |
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| Accenture Plc Ireland Shs Class A Shs Class A (ACN) | 0.2 | $317k | -28% | 1.3k | 246.60 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $295k | NEW | 1.4k | 215.82 |
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| Coreweave Inc Com Cl A Com Cl A (CRWV) | 0.2 | $289k | -14% | 2.1k | 136.85 |
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| Walt Disney Company (DIS) | 0.1 | $271k | 2.4k | 114.50 |
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| Ishares Tr Core Total Usd (IUSB) | 0.1 | $271k | -5% | 5.8k | 46.71 |
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| Ishares U S Etf Tr U.s. Tech Indepd (IETC) | 0.1 | $265k | NEW | 2.6k | 101.93 |
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| Northrop Grumman Corporation (NOC) | 0.1 | $262k | 430.00 | 609.32 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $253k | NEW | 377.00 | 670.28 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.1 | $252k | +14% | 3.9k | 65.01 |
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| TJX Companies (TJX) | 0.1 | $246k | 1.7k | 144.54 |
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| American Intl Group Com New (AIG) | 0.1 | $246k | 3.1k | 78.54 |
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| Caterpillar (CAT) | 0.1 | $246k | -3% | 515.00 | 477.25 |
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| AeroVironment (AVAV) | 0.1 | $246k | NEW | 780.00 | 314.89 |
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| Ishares Tr Esg Msci Kld 400 (DSI) | 0.1 | $240k | 1.9k | 125.99 |
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| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.1 | $240k | +7% | 3.2k | 76.01 |
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| Sitime Corp (SITM) | 0.1 | $235k | NEW | 780.00 | 301.31 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $231k | NEW | 825.00 | 279.44 |
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| Draftkings Inc New Com Cl A Com Cl A (DKNG) | 0.1 | $227k | +24% | 6.1k | 37.40 |
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| Apollo Global Mgmt (APO) | 0.1 | $227k | 1.7k | 133.27 |
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| First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD) | 0.1 | $213k | NEW | 7.7k | 27.64 |
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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 Buletshs 2029 (BSCT) | 0.1 | $207k | 11k | 18.81 |
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| Ies Hldgs (IESC) | 0.1 | $207k | NEW | 520.00 | 397.65 |
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| Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) | 0.1 | $206k | 10k | 20.57 |
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| Tcw Etf Trust Flexible Income (FLXR) | 0.1 | $205k | NEW | 5.2k | 39.80 |
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| Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) | 0.1 | $203k | 12k | 16.90 |
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| Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV) | 0.1 | $200k | 12k | 16.68 |
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| Sachem Cap (SACH) | 0.0 | $36k | -13% | 32k | 1.11 |
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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 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