Darden Wealth Group
Latest statistics and disclosures from Darden Wealth Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, MU, GOOGL, RKLB, AAPL, and represent 33.60% of Darden Wealth Group's stock portfolio.
- Added to shares of these 10 stocks: MU, EWY, ARM, SNDK, LLY, VO, SMIG, COHR, SYNA, JAAA.
- Started 19 new stock positions in COHR, HIMX, INFQ, APO, TDY, GH, ESGE, VECO, CIBR, SNDK. SMIG, UFO, EWY, JUST, SYNA, QCOM, ARM, INTC, FNCL.
- Reduced shares in these 10 stocks: , CVX, NVDA, HGER, SYM, , , PG, BNDX, MSFT.
- Sold out of its positions in OKLO, CVX, SDVY, AAAU, HGER, SLV, IEFA, KTOS, PG, SRLN. XLE, SYM, VIST, ACN.
- Darden Wealth Group was a net buyer of stock by $8.0M.
- Darden Wealth Group has $252M in assets under management (AUM), dropping by 28.59%.
- Central Index Key (CIK): 0002011221
Tip: Access up to 7 years of quarterly data
Positions held by Darden Wealth Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Darden Wealth Group
Darden Wealth Group holds 155 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 13.6 | $34M | -2% | 171k | 200.09 |
|
| Micron Technology (MU) | 6.4 | $16M | +21% | 14k | 1154.31 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 5.0 | $13M | 35k | 357.37 |
|
|
| Rocket Lab Corp (RKLB) | 4.9 | $12M | +4% | 121k | 101.65 |
|
| Apple (AAPL) | 3.9 | $9.8M | 34k | 289.36 |
|
|
| Broadcom (AVGO) | 3.2 | $8.1M | 21k | 377.76 |
|
|
| Amazon (AMZN) | 3.2 | $8.1M | 34k | 238.34 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 2.9 | $7.4M | 9.6k | 763.14 |
|
|
| Microsoft Corporation (MSFT) | 2.5 | $6.3M | -5% | 17k | 373.03 |
|
| Alphabet Cap Stk Cl C (GOOG) | 2.1 | $5.2M | 15k | 353.33 |
|
|
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 1.6 | $4.1M | +3% | 81k | 51.05 |
|
| Arista Networks Com Shs (ANET) | 1.6 | $3.9M | +2% | 23k | 169.88 |
|
| Celestica (CLS) | 1.4 | $3.6M | 9.8k | 364.80 |
|
|
| Eaton Corp SHS (ETN) | 1.3 | $3.3M | 7.7k | 426.10 |
|
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 1.3 | $3.2M | +8% | 5.0k | 655.84 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 1.2 | $2.9M | +20% | 58k | 50.49 |
|
| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 1.1 | $2.7M | 151k | 17.88 |
|
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.9 | $2.3M | 1.2k | 1988.76 |
|
|
| Raytheon Technologies Corp (RTX) | 0.9 | $2.3M | 12k | 189.73 |
|
|
| Eli Lilly & Co. (LLY) | 0.9 | $2.3M | +66% | 1.9k | 1199.43 |
|
| Ge Vernova (GEV) | 0.9 | $2.3M | +6% | 1.9k | 1174.88 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.8 | $2.1M | -2% | 14k | 156.30 |
|
| Ishares Core Msci Emkt (IEMG) | 0.8 | $2.1M | 26k | 82.84 |
|
|
| Applovin Corp Com Cl A (APP) | 0.8 | $2.1M | -8% | 4.1k | 515.21 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.8 | $2.1M | -4% | 27k | 77.11 |
|
| Marvell Technology (MRVL) | 0.8 | $2.1M | +27% | 7.0k | 297.89 |
|
| JPMorgan Chase & Co. (JPM) | 0.8 | $2.0M | +5% | 6.2k | 327.32 |
|
| Advanced Micro Devices (AMD) | 0.8 | $2.0M | +11% | 3.5k | 580.91 |
|
| Trane Technologies SHS (TT) | 0.8 | $2.0M | 4.1k | 491.18 |
|
|
| Palo Alto Networks (PANW) | 0.8 | $1.9M | 5.7k | 341.02 |
|
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.8 | $1.9M | 2.6k | 746.84 |
|
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.7 | $1.9M | 10k | 188.09 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.7 | $1.9M | -2% | 13k | 148.31 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.7 | $1.9M | +4% | 5.0k | 368.38 |
|
| Ishares Msci Sth Kor Etf (EWY) | 0.7 | $1.7M | NEW | 8.2k | 201.90 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.6 | $1.6M | 14k | 109.43 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $1.5M | -2% | 3.1k | 500.39 |
|
| Lam Research Corp Com New (LRCX) | 0.6 | $1.5M | 3.5k | 433.33 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.6 | $1.5M | 2.0k | 736.27 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.6 | $1.5M | +2% | 3.9k | 370.01 |
|
| Mastercard Incorporated Cl A (MA) | 0.6 | $1.4M | 2.8k | 513.52 |
|
|
| Astera Labs (ALAB) | 0.6 | $1.4M | +6% | 3.0k | 483.02 |
|
| Applied Materials (AMAT) | 0.6 | $1.4M | 2.0k | 723.00 |
|
|
| Quanta Services (PWR) | 0.6 | $1.4M | +8% | 1.9k | 720.04 |
|
| Boeing Company (BA) | 0.6 | $1.4M | -6% | 6.5k | 216.47 |
|
| Arm Holdings Sponsored Ads (ARM) | 0.6 | $1.4M | NEW | 3.9k | 354.57 |
|
| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.5 | $1.3M | 26k | 48.25 |
|
|
| Ishares Tr Trust Ishare 0-1 (SHV) | 0.5 | $1.2M | 11k | 110.35 |
|
|
| Abbvie (ABBV) | 0.5 | $1.2M | 4.8k | 251.64 |
|
|
| Argan (AGX) | 0.5 | $1.2M | +3% | 1.5k | 798.55 |
|
| Ishares Tr TRS FLT RT BD (TFLO) | 0.5 | $1.2M | 23k | 50.63 |
|
|
| Ishares Tr Msci Usa Value (VLUE) | 0.5 | $1.2M | 5.8k | 199.79 |
|
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.4 | $1.0M | +30% | 2.2k | 477.66 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.4 | $1.0M | +288% | 13k | 80.57 |
|
| Sandisk Corp (SNDK) | 0.4 | $1.0M | NEW | 446.00 | 2272.25 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.4 | $1.0M | 17k | 59.69 |
|
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.4 | $956k | -11% | 23k | 41.25 |
|
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.4 | $901k | +8% | 21k | 42.41 |
|
| Tesla Motors (TSLA) | 0.3 | $859k | -3% | 2.0k | 420.60 |
|
| Home Depot (HD) | 0.3 | $843k | -3% | 2.4k | 352.75 |
|
| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.3 | $818k | +6% | 4.3k | 190.52 |
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.3 | $805k | -7% | 3.3k | 242.40 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.3 | $774k | -6% | 6.2k | 124.76 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.3 | $771k | -2% | 2.5k | 303.10 |
|
| Caterpillar (CAT) | 0.3 | $758k | +39% | 711.00 | 1065.42 |
|
| Etf Ser Solutions Bahl Gaynor Sml (SMIG) | 0.3 | $742k | NEW | 23k | 32.81 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.3 | $729k | 2.1k | 343.91 |
|
|
| Ishares Tr Cre U S Reit Etf (USRT) | 0.3 | $718k | -4% | 11k | 66.45 |
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.3 | $717k | +17% | 12k | 61.46 |
|
| Costco Wholesale Corporation (COST) | 0.3 | $713k | -8% | 762.00 | 935.93 |
|
| Nextera Energy (NEE) | 0.3 | $712k | -2% | 8.1k | 87.77 |
|
| Sitime Corp (SITM) | 0.3 | $711k | +8% | 953.00 | 745.56 |
|
| Nebius Group Shs Class A (NBIS) | 0.3 | $709k | +6% | 2.6k | 276.17 |
|
| Datadog Cl A Com (DDOG) | 0.3 | $703k | +12% | 2.7k | 260.36 |
|
| Iren Ordinary Shares (IREN) | 0.3 | $677k | +85% | 15k | 45.73 |
|
| Meta Platforms Cl A (META) | 0.3 | $673k | -27% | 1.2k | 563.29 |
|
| Fifth Third Ban (FITB) | 0.3 | $672k | 12k | 56.37 |
|
|
| Wal-Mart Stores (WMT) | 0.3 | $665k | 5.9k | 113.27 |
|
|
| Johnson & Johnson (JNJ) | 0.3 | $657k | +15% | 2.6k | 253.97 |
|
| Ge Aerospace Com New (GE) | 0.3 | $643k | -7% | 1.7k | 373.73 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.3 | $635k | 11k | 56.48 |
|
|
| Ea Series Trust Freedom 100 Em (FRDM) | 0.2 | $629k | +72% | 8.6k | 72.90 |
|
| United Rentals (URI) | 0.2 | $623k | 550.00 | 1132.89 |
|
|
| First Tr Exchange Traded Rba Indl Etf (AIRR) | 0.2 | $613k | 4.6k | 133.26 |
|
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.2 | $588k | 26k | 22.78 |
|
|
| Gilead Sciences (GILD) | 0.2 | $574k | 4.5k | 126.34 |
|
|
| Ftai Aviation SHS (FTAI) | 0.2 | $563k | -8% | 2.1k | 270.53 |
|
| Amgen (AMGN) | 0.2 | $551k | 1.5k | 362.12 |
|
|
| Coherent Corp (COHR) | 0.2 | $548k | NEW | 1.4k | 394.47 |
|
| Comfort Systems USA (FIX) | 0.2 | $535k | 270.00 | 1981.95 |
|
|
| Visa Com Cl A (V) | 0.2 | $535k | -5% | 1.6k | 343.15 |
|
| Lumentum Hldgs (LITE) | 0.2 | $529k | +528% | 616.00 | 858.06 |
|
| Linde SHS (LIN) | 0.2 | $522k | 1.0k | 518.94 |
|
|
| Spdr Series Trust St Str Bl 12 Etf (BILS) | 0.2 | $522k | -4% | 5.3k | 99.38 |
|
| Morgan Stanley Com New (MS) | 0.2 | $516k | +4% | 2.5k | 209.00 |
|
| Synaptics, Incorporated (SYNA) | 0.2 | $509k | NEW | 4.1k | 124.23 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $498k | -34% | 7.0k | 71.25 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $486k | 15k | 31.71 |
|
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.2 | $485k | -2% | 2.2k | 219.44 |
|
| Series Portfolios Tr Eldridge Bbb B (CLOZ) | 0.2 | $460k | +29% | 17k | 26.42 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.2 | $444k | 2.7k | 164.28 |
|
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.2 | $438k | 683.00 | 641.06 |
|
|
| Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Dvlp (PIZ) | 0.2 | $436k | +41% | 7.8k | 55.90 |
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.2 | $435k | 4.2k | 102.81 |
|
|
| Coca-Cola Company (KO) | 0.2 | $434k | +5% | 5.3k | 81.27 |
|
| Generac Holdings (GNRC) | 0.2 | $434k | 1.5k | 292.81 |
|
|
| Gabelli Equity Trust (GAB) | 0.2 | $418k | +29% | 74k | 5.66 |
|
| Vanguard World Industrial Etf (VIS) | 0.2 | $407k | 1.1k | 360.39 |
|
|
| Select Sector Spdr Tr St Str Care Etf (XLV) | 0.2 | $392k | 2.5k | 158.66 |
|
|
| Blackrock (BLK) | 0.2 | $387k | 402.00 | 962.52 |
|
|
| Bwx Technologies (BWXT) | 0.2 | $382k | 2.0k | 194.65 |
|
|
| Ies Hldgs (IESC) | 0.1 | $378k | -16% | 515.00 | 734.66 |
|
| Ishares Msci Brazil Etf (EWZ) | 0.1 | $361k | +30% | 11k | 34.50 |
|
| Axcelis Technologies Com New (ACLS) | 0.1 | $341k | -24% | 1.8k | 189.45 |
|
| Boeing Dep Conv Pfd A (BA.PA) | 0.1 | $330k | 4.9k | 67.30 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $326k | 1.4k | 236.59 |
|
|
| Procure Etf Trust Ii Space Etf (UFO) | 0.1 | $324k | NEW | 6.4k | 50.67 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $321k | 630.00 | 509.46 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $314k | 457.00 | 686.10 |
|
|
| Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF) | 0.1 | $308k | 4.1k | 75.64 |
|
|
| Fidelity Covington Trust Msci Finls Idx (FNCL) | 0.1 | $299k | NEW | 3.9k | 76.56 |
|
| Tcw Etf Trust Flexible Income (FLXR) | 0.1 | $298k | +4% | 7.6k | 39.21 |
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.1 | $298k | +3% | 3.9k | 75.45 |
|
| Select Sector Spdr Tr St Str Util Etf (XLU) | 0.1 | $277k | -3% | 6.1k | 45.34 |
|
| Ishares Tr Esg Msci Kld Etf (DSI) | 0.1 | $272k | 1.9k | 142.36 |
|
|
| First Tr Exchange-traded Nasdaq Cyb Etf (CIBR) | 0.1 | $267k | NEW | 3.0k | 89.86 |
|
| Exxon Mobil Corporation (XOM) | 0.1 | $263k | -7% | 1.9k | 136.72 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $261k | 349.00 | 748.89 |
|
|
| TJX Companies (TJX) | 0.1 | $258k | 1.7k | 151.50 |
|
|
| Veeco Instruments (VECO) | 0.1 | $258k | NEW | 3.4k | 75.80 |
|
| Guardant Health (GH) | 0.1 | $255k | NEW | 1.7k | 150.03 |
|
| Deere & Company (DE) | 0.1 | $253k | 399.00 | 634.33 |
|
|
| Ishares Tr Core Univrsl Usd (IUSB) | 0.1 | $253k | 5.5k | 46.15 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $248k | -58% | 2.1k | 116.67 |
|
| Cameco Corporation (CCJ) | 0.1 | $245k | 2.4k | 101.86 |
|
|
| First Tr Exchng Traded Fd Vi Ft Vest Deep Etf (BUFD) | 0.1 | $244k | 8.2k | 29.72 |
|
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $241k | +3% | 2.8k | 85.50 |
|
| Himax Technologies Sponsored Adr (HIMX) | 0.1 | $241k | NEW | 16k | 15.34 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.1 | $236k | -65% | 4.9k | 48.43 |
|
| American Intl Group Com New (AIG) | 0.1 | $234k | 3.1k | 74.53 |
|
|
| Goldman Sachs Etf Tr Just Us Lrg Cp (JUST) | 0.1 | $222k | NEW | 2.1k | 106.72 |
|
| Qualcomm (QCOM) | 0.1 | $221k | NEW | 1.2k | 184.79 |
|
| Northrop Grumman Corporation (NOC) | 0.1 | $219k | 430.00 | 509.31 |
|
|
| Ishares Esg Awr Msci Em (ESGE) | 0.1 | $214k | NEW | 3.9k | 54.69 |
|
| Teledyne Technologies Incorporated (TDY) | 0.1 | $213k | NEW | 320.00 | 666.90 |
|
| Intel Corporation (INTC) | 0.1 | $207k | NEW | 1.5k | 139.63 |
|
| Invesco Exch Trd Slf Idx Bulletshs 2032 (BSCW) | 0.1 | $205k | 10k | 20.51 |
|
|
| Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) | 0.1 | $204k | 11k | 18.57 |
|
|
| International Business Machines (IBM) | 0.1 | $204k | -20% | 725.00 | 281.21 |
|
| Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) | 0.1 | $204k | 10k | 20.36 |
|
|
| Apollo Global Mgmt (APO) | 0.1 | $201k | NEW | 1.7k | 118.31 |
|
| Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) | 0.1 | $200k | 12k | 16.64 |
|
|
| Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV) | 0.1 | $197k | 12k | 16.39 |
|
|
| Infleqtion Com Shs (INFQ) | 0.1 | $149k | NEW | 11k | 13.32 |
|
| Sachem Cap (SACH) | 0.0 | $12k | -36% | 13k | 0.94 |
|
Past Filings by Darden Wealth Group
SEC 13F filings are viewable for Darden Wealth Group going back to 2024
- Darden Wealth Group 2026 Q2 filed Aug. 6, 2026
- Darden Wealth Group 2026 Q1 filed May 8, 2026
- 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