Darden Wealth Group

Darden Wealth Group as of Sept. 30, 2025

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 183k 186.58
Microsoft Corporation (MSFT) 4.8 $9.2M 18k 517.97
Apple (AAPL) 4.6 $8.8M 35k 254.63
Alphabet Inc Cap Stk Cl A (GOOGL) 4.5 $8.7M 36k 243.10
Amazon (AMZN) 3.7 $7.2M 33k 219.58
Broadcom (AVGO) 3.5 $6.7M 20k 329.92
Rocket Lab Corp (RKLB) 2.6 $5.0M 105k 47.91
Ishares Tr Fltg Rate Nt Etf (FLOT) 2.1 $4.0M 78k 51.09
Crowdstrike Hldgs Cl A (CRWD) 2.0 $3.8M 7.7k 490.38
Alphabet Inc Cap Stk Cl C CL C (GOOG) 1.8 $3.5M 15k 243.55
Eaton Corp SHS (ETN) 1.7 $3.2M 8.5k 374.27
Arista Networks Com Shs (ANET) 1.6 $3.0M 21k 145.71
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 1.5 $2.8M 153k 18.24
Applovin Corp Com Cl A (APP) 1.4 $2.6M 3.6k 718.64
Ishares Tr Select Divid Etf (DVY) 1.2 $2.2M 16k 142.10
Meta Platforms Inc Cl A Cl A (META) 1.1 $2.2M 3.0k 734.38
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 1.1 $2.1M 42k 50.78
Ishares Tr Core S&p Mcp Etf (IJH) 1.0 $1.9M 29k 65.26
Raytheon Technologies Corp (RTX) 0.9 $1.8M 11k 167.33
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.9 $1.8M 2.6k 666.27
Ishares Tr Core S&p Us Gwt (IUSG) 0.9 $1.8M 11k 164.55
Micron Technology (MU) 0.9 $1.7M 10k 167.33
Trane Technologies PLC SHS (TT) 0.9 $1.7M 4.0k 421.98
Palo Alto Networks (PANW) 0.9 $1.7M 8.3k 203.62
Ishares Tr Tips Bd Etf (TIP) 0.9 $1.7M 15k 111.22
Mastercard Incorporated Cl A Cl A (MA) 0.9 $1.7M 3.0k 568.88
Ishares Tr Core S&p Scp Etf (IJR) 0.9 $1.6M 14k 118.84
Celestica (CLS) 0.8 $1.6M 6.3k 246.38
Berkshire Hathaway Inc Del Cl B Cl B New (BRK.B) 0.8 $1.6M 3.1k 502.74
Vanguard Index Fds Total Stk Mkt (VTI) 0.8 $1.5M 4.5k 328.22
JPMorgan Chase & Co. (JPM) 0.8 $1.5M 4.7k 315.49
Series Portfolios Tr Eldridge Bbb B (CLOZ) 0.7 $1.4M 54k 26.82
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.7 $1.3M 27k 48.84
Boeing Company (BA) 0.7 $1.3M 6.1k 215.83
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.7 $1.3M 36k 36.35
Spdr Gold Tr Gold Shs (GLD) 0.7 $1.3M 3.6k 355.47
Ishares Tr Core Msci Eafe (IEFA) 0.7 $1.3M 14k 87.31
Vanguard Index Fds Mid Cap Etf (VO) 0.7 $1.3M 4.3k 293.74
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.6 $1.2M 2.1k 600.66
Ishares Tr Short Treas Bd (SHV) 0.6 $1.2M 11k 110.49
Vaneck Etf Trust Semiconductr Etf (SMH) 0.6 $1.2M 3.7k 326.39
Ishares Tr TRS FLT RT BD (TFLO) 0.6 $1.2M 23k 50.59
Ishares Tr Core Msci Emkt (IEMG) 0.6 $1.2M 18k 65.92
Asml Holding N V N Y Registry N Y Registry Shs (ASML) 0.6 $1.1M 1.2k 968.48
Abbvie (ABBV) 0.6 $1.1M 4.6k 231.54
Oracle Corporation (ORCL) 0.6 $1.1M 3.8k 281.24
Home Depot (HD) 0.5 $1.0M 2.5k 405.27
Tesla Motors (TSLA) 0.5 $909k 2.0k 444.72
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.5 $888k 21k 43.30
Ge Vernova (GEV) 0.5 $886k 1.4k 614.90
Palantir Technologies Inc Cl A Cl A (PLTR) 0.4 $857k 4.7k 182.42
Chevron Corporation (CVX) 0.4 $856k 5.5k 155.29
Costco Wholesale Corporation (COST) 0.4 $839k 906.00 925.82
Vaneck Etf Trust Gold Miners Etf (GDX) 0.4 $824k 11k 76.40
Select Sector Spdr Tr Energy (XLE) 0.4 $796k 8.9k 89.35
Eli Lilly & Co. (LLY) 0.4 $782k 1.0k 763.00
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.4 $750k 13k 59.92
Ishares Tr Msci Usa Value (VLUE) 0.4 $736k 5.9k 125.05
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $707k 1.2k 612.74
Advanced Micro Devices (AMD) 0.4 $691k 4.3k 161.79
Oklo Inc Com Cl A Com Cl A (OKLO) 0.4 $685k 6.1k 111.63
Rubrik Inc. Cl A Cl A (RBRK) 0.4 $681k 8.3k 82.25
Vanguard Index Fds Large Cap Etf (VV) 0.3 $653k 2.1k 307.86
Nextera Energy (NEE) 0.3 $638k 8.5k 75.49
Ishares Tr Core Div Grwth (DGRO) 0.3 $626k 9.2k 68.08
United Rentals (URI) 0.3 $625k 655.00 954.66
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.3 $625k 11k 57.10
Abrdn Platinum Etf Trust Physcl Platm Shs (PPLT) 0.3 $623k 4.4k 142.88
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.3 $617k 13k 49.46
Ishares Tr Us Treas Bd Etf (GOVT) 0.3 $599k 26k 23.12
Quanta Services (PWR) 0.3 $597k 1.4k 414.42
Wal-Mart Stores (WMT) 0.3 $576k 5.6k 103.08
Visa Inc Com Cl A Com Cl A (V) 0.3 $558k 1.6k 341.45
Ge Aerospace Com New (GE) 0.3 $530k 1.8k 300.82
MercadoLibre (MELI) 0.3 $526k 225.00 2336.94
Procter & Gamble Company (PG) 0.3 $522k 3.4k 153.69
Spdr Series Trust Bloomberg 3-12 M (BILS) 0.3 $518k 5.2k 99.52
Select Sector Spdr Tr Technology (XLK) 0.3 $517k 1.8k 281.98
Gilead Sciences (GILD) 0.3 $515k 4.6k 111.00
Ishares Tr Us Aer Def Etf (ITA) 0.3 $499k 2.4k 209.32
Etfis Ser Tr I Virtus Infrcap (PFFA) 0.3 $495k 23k 21.71
Blackrock (BLK) 0.3 $488k 418.00 1166.99
Linde SHS (LIN) 0.3 $483k 1.0k 475.00
Lam Research Corp Com New (LRCX) 0.2 $471k 3.5k 133.90
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.2 $470k 2.4k 194.51
First Tr Exchange Traded Rba Indl Etf (AIRR) 0.2 $450k 4.7k 96.70
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $441k 16k 27.30
Johnson & Johnson (JNJ) 0.2 $435k 2.3k 185.42
Amgen (AMGN) 0.2 $424k 1.5k 282.20
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $416k 2.9k 145.66
Applied Materials (AMAT) 0.2 $403k 2.0k 204.74
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.2 $401k 9.7k 41.58
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.2 $394k 4.2k 92.98
Vanguard Index Fds Small Cp Etf (VB) 0.2 $384k 1.5k 254.41
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $384k 7.1k 54.18
Morgan Stanley Com New (MS) 0.2 $374k 2.4k 158.96
Bwx Technologies (BWXT) 0.2 $361k 2.0k 184.37
Coca-Cola Company (KO) 0.2 $354k 5.3k 66.32
Nebius Group N.v. Shs Class A Shs Class A (NBIS) 0.2 $351k 3.1k 112.27
Gabelli Equity Trust (GAB) 0.2 $347k 57k 6.09
Lockheed Martin Corporation (LMT) 0.2 $343k 687.00 499.45
Boeing Dep Conv Pfd A (BA.PA) 0.2 $341k 4.9k 69.57
Vanguard World Industrial Etf (VIS) 0.2 $335k 1.1k 296.30
Symbotic Inc Class A Class A Com (SYM) 0.2 $332k 6.2k 53.90
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $324k 1.7k 189.70
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.2 $319k 3.2k 99.53
Accenture Plc Ireland Shs Class A Shs Class A (ACN) 0.2 $317k 1.3k 246.60
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $295k 1.4k 215.82
Coreweave Inc Com Cl A Com Cl A (CRWV) 0.2 $289k 2.1k 136.85
Walt Disney Company (DIS) 0.1 $271k 2.4k 114.50
Ishares Tr Core Total Usd (IUSB) 0.1 $271k 5.8k 46.71
Ishares U S Etf Tr U.s. Tech Indepd (IETC) 0.1 $265k 2.6k 101.93
Northrop Grumman Corporation (NOC) 0.1 $262k 430.00 609.32
Ishares Tr Core S&p500 Etf (IVV) 0.1 $253k 377.00 670.28
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.1 $252k 3.9k 65.01
TJX Companies (TJX) 0.1 $246k 1.7k 144.54
American Intl Group Com New (AIG) 0.1 $246k 3.1k 78.54
Caterpillar (CAT) 0.1 $246k 515.00 477.25
AeroVironment (AVAV) 0.1 $246k 780.00 314.89
Ishares Tr Esg Msci Kld 400 (DSI) 0.1 $240k 1.9k 125.99
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.1 $240k 3.2k 76.01
Sitime Corp (SITM) 0.1 $235k 780.00 301.31
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $231k 825.00 279.44
Draftkings Inc New Com Cl A Com Cl A (DKNG) 0.1 $227k 6.1k 37.40
Apollo Global Mgmt (APO) 0.1 $227k 1.7k 133.27
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD) 0.1 $213k 7.7k 27.64
Invesco Exch Trd Slf Idx Bulletshs 2032 (BSCW) 0.1 $209k 10k 20.88
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) 0.1 $207k 11k 18.81
Ies Hldgs (IESC) 0.1 $207k 520.00 397.65
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 0.1 $206k 10k 20.57
Tcw Etf Trust Flexible Income (FLXR) 0.1 $205k 5.2k 39.80
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) 0.1 $203k 12k 16.90
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV) 0.1 $200k 12k 16.68
Sachem Cap (SACH) 0.0 $36k 32k 1.11