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, RKLB, AMZN, and represent 32.42% of Darden Wealth Group's stock portfolio.
- Added to shares of these 10 stocks: AGX, HGER, CLS, IEMG, FTAI, FITB, RKLB, MRVL, VWO, AVUV.
- Started 20 new stock positions in PXF, XLU, FRDM, MRVL, DE, CCJ, VIST, HGER, AAAU, ACLS. XLV, VXUS, FITB, AGX, LITE, DDOG, IBM, SDVY, FTAI, PIZ.
- Reduced shares in these 10 stocks: CLOZ, GDX, NVDA, META, IEFA, RBRK, DGRO, , VOO, PANW.
- Sold out of its positions in AVAV, APO, CEG, DIS, PFFA, EPAM, CIBR, JUST, INOD, ISRG. RSP, IETC, DGRO, MELI, ORCL, QCOM, RBRK, TOST.
- Darden Wealth Group was a net seller of stock by $-1.5M.
- Darden Wealth Group has $196M in assets under management (AUM), dropping by -4.80%.
- Central Index Key (CIK): 0002011221
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Portfolio Holdings for Darden Wealth Group
Darden Wealth Group holds 150 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 15.5 | $31M | -2% | 175k | 174.40 |
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| Alphabet Cap Stk Cl A (GOOGL) | 5.2 | $10M | 35k | 287.57 |
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| Apple (AAPL) | 4.4 | $8.6M | -3% | 34k | 253.79 |
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| Rocket Lab Corp (RKLB) | 3.8 | $7.4M | +7% | 116k | 64.22 |
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| Amazon (AMZN) | 3.6 | $7.0M | 34k | 208.28 |
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| Broadcom (AVGO) | 3.4 | $6.7M | -3% | 22k | 309.52 |
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| Microsoft Corporation (MSFT) | 3.4 | $6.6M | -3% | 18k | 370.17 |
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| Alphabet Cap Stk Cl C (GOOG) | 2.1 | $4.2M | 15k | 286.86 |
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| Ishares Tr Fltg Rate Nt Etf (FLOT) | 2.0 | $4.0M | 78k | 50.95 |
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| Micron Technology (MU) | 2.0 | $3.9M | +10% | 11k | 337.85 |
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| Crowdstrike Hldgs Cl A (CRWD) | 1.9 | $3.7M | +6% | 9.6k | 390.41 |
|
| Arista Networks Com Shs (ANET) | 1.4 | $2.8M | 23k | 122.78 |
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| Eaton Corp PLC SHS (ETN) | 1.4 | $2.8M | -3% | 7.8k | 357.70 |
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| Celestica (CLS) | 1.4 | $2.8M | +29% | 9.8k | 281.68 |
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| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 1.4 | $2.7M | 151k | 17.75 |
|
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| Janus Detroit Str Tr Henderson Aaa Cl (JAAA) | 1.2 | $2.4M | +2% | 48k | 50.37 |
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| Raytheon Technologies Corp (RTX) | 1.2 | $2.4M | 12k | 192.90 |
|
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| Ishares Tr Select Divid Etf (DVY) | 1.1 | $2.1M | 14k | 151.42 |
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| Spdr Gold Tr Gold Shs (GLD) | 1.1 | $2.1M | +17% | 4.8k | 430.29 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 1.0 | $1.9M | 28k | 67.53 |
|
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| Ishares Core Msci Emkt (IEMG) | 0.9 | $1.8M | +45% | 26k | 69.75 |
|
| Applovin Corp Com Cl A (APP) | 0.9 | $1.8M | +18% | 4.4k | 398.08 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.9 | $1.8M | +3% | 4.6k | 383.46 |
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| JPMorgan Chase & Co. (JPM) | 0.9 | $1.7M | +25% | 5.8k | 294.21 |
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| STATE STR SPDR S&P 500 ETF t Tr Unit (SPY) | 0.9 | $1.7M | 2.6k | 650.56 |
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| Trane Technologies SHS (TT) | 0.9 | $1.7M | 4.0k | 416.76 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.8 | $1.6M | 13k | 124.31 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 0.8 | $1.6M | -2% | 10k | 155.12 |
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| Ge Vernova (GEV) | 0.8 | $1.6M | -2% | 1.8k | 872.90 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.8 | $1.6M | -4% | 14k | 110.36 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.8 | $1.5M | 1.2k | 1321.45 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.8 | $1.5M | 3.2k | 479.20 |
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| Mastercard Incorporated Cl A (MA) | 0.7 | $1.4M | -4% | 2.8k | 499.75 |
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| Boeing Company (BA) | 0.7 | $1.4M | 6.9k | 199.03 |
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| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.7 | $1.3M | 26k | 48.46 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.6 | $1.2M | -14% | 3.8k | 320.87 |
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| Ishares Tr Trust Ishare 0-1 (SHV) | 0.6 | $1.2M | 11k | 110.40 |
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| Ishares Tr TRS FLT RT BD (TFLO) | 0.6 | $1.2M | 24k | 50.63 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.6 | $1.2M | 2.0k | 577.43 |
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| Eli Lilly & Co. (LLY) | 0.5 | $1.1M | +3% | 1.2k | 919.77 |
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| Select Sector Spdr Tr State Street Ene (XLE) | 0.5 | $1.1M | 17k | 61.26 |
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| Abbvie (ABBV) | 0.5 | $1.0M | 4.8k | 217.49 |
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| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.5 | $1.0M | -11% | 26k | 38.96 |
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| Chevron Corporation (CVX) | 0.5 | $995k | 4.8k | 206.90 |
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| Quanta Services (PWR) | 0.5 | $988k | +5% | 1.8k | 549.02 |
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| Meta Platforms Cl A (META) | 0.5 | $947k | -41% | 1.7k | 572.13 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.5 | $939k | -23% | 3.3k | 287.18 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.5 | $913k | +106% | 17k | 54.05 |
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| Palo Alto Networks (PANW) | 0.5 | $903k | -30% | 5.6k | 160.32 |
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| Ishares Tr Msci Usa Value (VLUE) | 0.4 | $832k | 5.9k | 142.21 |
|
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| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.4 | $831k | 20k | 42.31 |
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| Costco Wholesale Corporation (COST) | 0.4 | $827k | 830.00 | 996.68 |
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| Home Depot (HD) | 0.4 | $817k | 2.5k | 328.95 |
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| Argan (AGX) | 0.4 | $790k | NEW | 1.5k | 544.65 |
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| Tesla Motors (TSLA) | 0.4 | $789k | +4% | 2.1k | 371.75 |
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| Ishares Tr Us Aer Def Etf (ITA) | 0.4 | $784k | +42% | 3.6k | 218.76 |
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| Nextera Energy (NEE) | 0.4 | $772k | 8.3k | 92.88 |
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| Lam Research Corp Com New (LRCX) | 0.4 | $762k | +2% | 3.6k | 213.66 |
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| Palantir Technologies Cl A (PLTR) | 0.4 | $751k | +4% | 5.1k | 146.28 |
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| Harbor Etf Trust Harbor Commodity (HGER) | 0.4 | $734k | NEW | 24k | 31.01 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.4 | $729k | +112% | 6.6k | 110.47 |
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| Wal-Mart Stores (WMT) | 0.4 | $720k | 5.8k | 124.30 |
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| Symbotic Class A Com (SYM) | 0.4 | $687k | -4% | 13k | 53.20 |
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| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.3 | $686k | +14% | 14k | 48.05 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.3 | $684k | +72% | 2.6k | 262.00 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $682k | -14% | 11k | 64.08 |
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| Applied Materials (AMAT) | 0.3 | $673k | 2.0k | 341.79 |
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| Ishares Tr Cre U S Reit Etf (USRT) | 0.3 | $669k | 11k | 59.19 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.3 | $637k | 11k | 56.68 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.3 | $634k | 2.1k | 298.85 |
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| Gilead Sciences (GILD) | 0.3 | $633k | 4.5k | 139.37 |
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| Advanced Micro Devices (AMD) | 0.3 | $628k | -23% | 3.1k | 203.43 |
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| Ishares Tr Us Treas Bd Etf (GOVT) | 0.3 | $592k | 26k | 22.91 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.3 | $565k | +49% | 1.7k | 338.04 |
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| Ftai Aviation SHS (FTAI) | 0.3 | $556k | NEW | 2.3k | 245.00 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.3 | $553k | +22% | 10k | 55.52 |
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| Fifth Third Ban (FITB) | 0.3 | $551k | NEW | 12k | 46.46 |
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| Spdr Series Trust State Street Spd (BILS) | 0.3 | $550k | +6% | 5.5k | 99.44 |
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| Johnson & Johnson (JNJ) | 0.3 | $549k | -4% | 2.2k | 244.44 |
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| Marvell Technology (MRVL) | 0.3 | $541k | NEW | 5.5k | 99.05 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.3 | $534k | 4.0k | 132.90 |
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| Ishares Silver Trust Ishares (SLV) | 0.3 | $531k | +13% | 7.8k | 68.14 |
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| Amgen (AMGN) | 0.3 | $529k | 1.5k | 351.85 |
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| Ge Aerospace Com New (GE) | 0.3 | $525k | 1.9k | 283.77 |
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| First Tr Exchange Traded Rba Indl Etf (AIRR) | 0.3 | $510k | -2% | 4.6k | 110.78 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.3 | $509k | -56% | 5.6k | 90.53 |
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| Visa Com Cl A (V) | 0.3 | $501k | -5% | 1.7k | 302.42 |
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| Linde SHS (LIN) | 0.3 | $499k | 1.0k | 495.76 |
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| Procter & Gamble Company (PG) | 0.2 | $485k | 3.4k | 144.48 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $470k | 15k | 30.68 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.2 | $436k | -4% | 2.3k | 191.81 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.2 | $405k | 4.2k | 95.62 |
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| Bwx Technologies (BWXT) | 0.2 | $401k | 2.0k | 204.49 |
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| United Rentals (URI) | 0.2 | $401k | -5% | 550.00 | 728.56 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.2 | $388k | 2.7k | 142.44 |
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| Morgan Stanley Com New (MS) | 0.2 | $387k | 2.4k | 164.57 |
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| Coca-Cola Company (KO) | 0.2 | $386k | -4% | 5.1k | 76.05 |
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| Blackrock (BLK) | 0.2 | $384k | 399.00 | 962.68 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $381k | 630.00 | 604.39 |
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| Comfort Systems USA (FIX) | 0.2 | $372k | +22% | 270.00 | 1378.99 |
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| Select Sector Spdr Tr State Street Hea (XLV) | 0.2 | $363k | NEW | 2.5k | 146.61 |
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| Caterpillar (CAT) | 0.2 | $362k | 510.00 | 708.81 |
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| Vanguard World Industrial Etf (VIS) | 0.2 | $353k | 1.1k | 312.23 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $352k | +23% | 2.1k | 169.66 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.2 | $350k | -76% | 3.8k | 91.79 |
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| Series Portfolios Tr Eldridge Bbb B (CLOZ) | 0.2 | $346k | -78% | 14k | 25.65 |
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| Gabelli Equity Trust (GAB) | 0.2 | $319k | 57k | 5.60 |
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| Boeing Dep Conv Pfd A (BA.PA) | 0.2 | $318k | 4.9k | 64.88 |
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| Ishares Msci Brazil Etf (EWZ) | 0.2 | $307k | +26% | 8.0k | 38.39 |
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| Astera Labs (ALAB) | 0.2 | $304k | +56% | 2.8k | 109.60 |
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| Sitime Corp (SITM) | 0.2 | $304k | 880.00 | 345.35 |
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| Northrop Grumman Corporation (NOC) | 0.1 | $293k | 430.00 | 682.24 |
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| Ies Hldgs (IESC) | 0.1 | $293k | +18% | 615.00 | 476.47 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $291k | 1.4k | 215.08 |
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| Select Sector Spdr Tr State Street Uti (XLU) | 0.1 | $291k | NEW | 6.3k | 45.89 |
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| Generac Holdings (GNRC) | 0.1 | $289k | -26% | 1.5k | 195.33 |
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| Tcw Etf Trust Flexible Income (FLXR) | 0.1 | $285k | +11% | 7.3k | 39.27 |
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| Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF) | 0.1 | $284k | NEW | 4.1k | 69.92 |
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| Datadog Cl A Com (DDOG) | 0.1 | $283k | NEW | 2.4k | 118.05 |
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| Vista Energy S.a.b. De C.v. Sponsored Ads (VIST) | 0.1 | $279k | NEW | 3.7k | 75.47 |
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| Iren Ordinary Shares (IREN) | 0.1 | $274k | +2% | 8.0k | 34.28 |
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| Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Dvlp (PIZ) | 0.1 | $273k | NEW | 5.5k | 49.53 |
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| Ea Series Trust Freedom 100 Em (FRDM) | 0.1 | $272k | NEW | 5.0k | 54.65 |
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| Tjx Cos New Com (TJX) | 0.1 | $272k | 1.7k | 159.70 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $270k | -61% | 452.00 | 597.98 |
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| Kratos Defense & Sec Solutions. Com New (KTOS) | 0.1 | $265k | -12% | 3.8k | 70.51 |
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| Ssga Active Etf Tr State Street Bla (SRLN) | 0.1 | $261k | -31% | 6.5k | 40.14 |
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| Cameco Corporation (CCJ) | 0.1 | $261k | NEW | 2.4k | 108.61 |
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| Ishares Tr Core Univrsl Usd (IUSB) | 0.1 | $254k | -5% | 5.5k | 46.19 |
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| Nebius Group Shs Class A (NBIS) | 0.1 | $251k | -15% | 2.4k | 103.76 |
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| American Intl Group Com New (AIG) | 0.1 | $236k | 3.1k | 75.25 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $235k | 1.2k | 198.29 |
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| Ishares Tr Esg Msci Kld 400 (DSI) | 0.1 | $231k | 1.9k | 121.23 |
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| First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD) | 0.1 | $230k | 8.2k | 28.00 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $228k | 349.00 | 653.21 |
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| Deere & Company (DE) | 0.1 | $225k | NEW | 399.00 | 563.30 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.1 | $225k | 683.00 | 328.81 |
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| Axcelis Technologies Com New (ACLS) | 0.1 | $222k | NEW | 2.4k | 93.08 |
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| International Business Machines (IBM) | 0.1 | $221k | NEW | 909.00 | 242.52 |
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| Oklo Com Cl A (OKLO) | 0.1 | $214k | -34% | 4.3k | 49.59 |
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| Goldman Sachs Physical Gold Unit (AAAU) | 0.1 | $213k | NEW | 4.6k | 46.19 |
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| Vanguard Star Fds Vgtl Intl Stk F (VXUS) | 0.1 | $209k | NEW | 2.7k | 77.14 |
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| First Tr Exchange Traded Smid Risng Etf (SDVY) | 0.1 | $208k | NEW | 5.3k | 39.44 |
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| Invesco Exch Trd Slf Idx Bulletshs 2032 (BSCW) | 0.1 | $206k | 10k | 20.59 |
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| Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) | 0.1 | $205k | 11k | 18.66 |
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| Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) | 0.1 | $204k | 10k | 20.42 |
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| Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) | 0.1 | $201k | 12k | 16.72 |
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| Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV) | 0.1 | $198k | 12k | 16.46 |
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| Lumentum Hldgs (LITE) | 0.0 | $69k | NEW | 98.00 | 702.76 |
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| Sachem Cap (SACH) | 0.0 | $21k | -17% | 21k | 1.01 |
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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 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