Darden Wealth Group

Darden Wealth Group as of Dec. 31, 2025

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
Alphabet Inc Cap Stk Cl A (GOOGL) 5.4 $11M 36k 313.01
Apple (AAPL) 4.6 $9.5M 35k 271.86
Microsoft Corporation (MSFT) 4.3 $9.0M 19k 483.63
Amazon (AMZN) 3.7 $7.7M 34k 230.83
Broadcom (AVGO) 3.7 $7.7M 22k 346.11
Rocket Lab Corp (RKLB) 3.6 $7.5M 107k 69.76
Alphabet Inc Cap Stk CL C (GOOG) 2.3 $4.7M 15k 313.80
Crowdstrike Hldgs Cl A (CRWD) 2.1 $4.2M 9.0k 468.76
Ishares Tr Fltg Rate Nt Etf (FLOT) 2.0 $4.1M 80k 50.86
Micron Technology (MU) 1.4 $3.0M 10k 285.42
Arista Networks Com Shs (ANET) 1.4 $3.0M 23k 131.03
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 1.3 $2.8M 152k 18.22
Eaton Corp SHS (ETN) 1.2 $2.6M 8.0k 318.53
Applovin Corp Com Cl A (APP) 1.2 $2.5M 3.7k 673.97
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 1.2 $2.4M 47k 50.58
Raytheon Technologies Corp (RTX) 1.1 $2.2M 12k 183.40
Celestica (CLS) 1.1 $2.2M 7.6k 295.61
Ishares Tr Select Divid Etf (DVY) 1.0 $2.0M 14k 141.15
Meta Platforms Cl A (META) 0.9 $1.9M 2.8k 660.09
Ishares Tr Core S&p Mcp Etf (IJH) 0.9 $1.9M 28k 66.00
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.9 $1.8M 2.6k 682.09
Ishares Tr Core S&p Us Gwt (IUSG) 0.8 $1.7M 10k 167.94
Mastercard Incorporated Cl A (MA) 0.8 $1.7M 3.0k 570.96
Series Portfolios Tr Eldridge Bbb B (CLOZ) 0.8 $1.7M 63k 26.48
Ishares Tr Tips Bd Etf (TIP) 0.8 $1.6M 15k 109.91
Spdr Gold Tr Gold Shs (GLD) 0.8 $1.6M 4.1k 396.31
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.8 $1.6M 3.2k 502.65
Vaneck Etf Trust Semiconductr Etf (SMH) 0.8 $1.6M 4.4k 360.16
Ishares Tr Core S&p Scp Etf (IJR) 0.8 $1.6M 13k 120.18
Trane Technologies SHS (TT) 0.8 $1.6M 4.0k 389.22
Boeing Company (BA) 0.7 $1.5M 7.1k 217.12
Vanguard Index Fds Total Stk Mkt (VTI) 0.7 $1.5M 4.5k 335.32
JPMorgan Chase & Co. (JPM) 0.7 $1.5M 4.7k 322.28
Palo Alto Networks (PANW) 0.7 $1.5M 8.2k 184.20
Vaneck Etf Trust Gold Miners Etf (GDX) 0.7 $1.4M 16k 85.77
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.6 $1.3M 27k 48.75
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.6 $1.3M 2.0k 614.42
Asml Holding N V N Y Registry Shs (ASML) 0.6 $1.3M 1.2k 1070.33
Vanguard Index Fds Mid Cap Etf (VO) 0.6 $1.2M 4.3k 290.22
Ge Vernova (GEV) 0.6 $1.2M 1.9k 653.57
Ishares Tr Trust Ishare 0-1 (SHV) 0.6 $1.2M 11k 110.16
Eli Lilly & Co. (LLY) 0.6 $1.2M 1.1k 1074.68
Ishares Tr TRS FLT RT BD (TFLO) 0.6 $1.2M 24k 50.46
Ishares Tr Core Msci Emkt (IEMG) 0.6 $1.2M 18k 67.22
Ishares Tr Core Msci Eafe (IEFA) 0.6 $1.2M 13k 89.46
Dimensional Etf Trust Intl Core Eqt Mkt (DFAI) 0.5 $1.1M 30k 38.11
Abbvie (ABBV) 0.5 $1.1M 4.8k 228.49
Tesla Motors (TSLA) 0.4 $910k 2.0k 449.72
Palantir Technologies Cl A (PLTR) 0.4 $876k 4.9k 177.75
Advanced Micro Devices (AMD) 0.4 $868k 4.1k 214.16
Home Depot (HD) 0.4 $854k 2.5k 344.17
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.4 $829k 19k 42.87
Ishares Tr Msci Usa Value (VLUE) 0.4 $802k 5.9k 136.73
Symbotic Class A Com (SYM) 0.4 $802k 14k 59.50
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.4 $782k 13k 62.47
Select Sector Spdr Tr Energy (XLE) 0.4 $771k 17k 44.71
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $738k 1.2k 627.18
Chevron Corp New Com (CVX) 0.4 $730k 4.8k 152.41
Quanta Services (PWR) 0.3 $718k 1.7k 422.06
Costco Whsl Corp New Com (COST) 0.3 $717k 831.00 862.54
Vanguard Index Fds Large Cap Etf (VV) 0.3 $668k 2.1k 314.80
Nextera Energy (NEE) 0.3 $668k 8.3k 80.28
Wal-Mart Stores (WMT) 0.3 $646k 5.8k 111.43
Ishares Tr Cre U S Reit Etf (USRT) 0.3 $644k 11k 56.96
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.3 $643k 11k 57.24
Rubrik Cl A (RBRK) 0.3 $642k 8.4k 76.48
Ishares Tr Core Div Grwth (DGRO) 0.3 $639k 9.2k 69.42
Visa Com Cl A (V) 0.3 $617k 1.8k 350.84
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.3 $603k 13k 48.32
Ishares Tr Us Treas Bd Etf (GOVT) 0.3 $596k 26k 23.02
Lam Research Corp Com New (LRCX) 0.3 $594k 3.5k 171.18
Oracle Corporation (ORCL) 0.3 $594k 3.0k 194.91
Ge Aerospace Com New (GE) 0.3 $579k 1.9k 308.03
Select Sector Spdr Tr Technology (XLK) 0.3 $576k 4.0k 143.97
Gilead Sciences (GILD) 0.3 $557k 4.5k 122.74
Ishares Tr Us Aer Def Etf (ITA) 0.3 $542k 2.5k 214.75
Spdr Series Trust Bloomberg 3-12 M (BILS) 0.3 $517k 5.2k 99.22
Applied Materials (AMAT) 0.2 $506k 2.0k 256.99
Amgen (AMGN) 0.2 $492k 1.5k 327.31
Johnson & Johnson (JNJ) 0.2 $486k 2.3k 206.95
Procter & Gamble Company (PG) 0.2 $481k 3.4k 143.35
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.2 $475k 2.4k 198.67
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.2 $472k 8.1k 58.12
United Rentals (URI) 0.2 $469k 580.00 809.32
Oklo Com Cl A (OKLO) 0.2 $469k 6.5k 71.76
First Tr Exchange Traded Rba Indl Etf (AIRR) 0.2 $462k 4.7k 98.32
Ishares Silver Trust Ishares (SLV) 0.2 $444k 6.9k 64.42
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $440k 8.2k 53.76
Blackrock (BLK) 0.2 $431k 402.00 1071.41
Linde SHS (LIN) 0.2 $429k 1.0k 426.39
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $420k 15k 27.43
Morgan Stanley Com New (MS) 0.2 $417k 2.4k 177.53
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $412k 2.8k 148.70
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.2 $403k 4.2k 95.09
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.2 $392k 9.5k 41.27
Vanguard Index Fds Small Cp Etf (VB) 0.2 $390k 1.5k 258.09
Coca-Cola Company (KO) 0.2 $373k 5.3k 69.91
Gabelli Equity Trust (GAB) 0.2 $352k 57k 6.17
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $341k 1.1k 304.00
Bwx Technologies (BWXT) 0.2 $339k 2.0k 172.84
Boeing Dep Conv Pfd A (BA.PA) 0.2 $338k 4.9k 69.06
Vanguard World Industrial Etf (VIS) 0.2 $337k 1.1k 298.39
Epam Systems (EPAM) 0.2 $328k 1.6k 204.88
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $328k 1.7k 191.56
Kratos Defense & Sec Solutions Com New (KTOS) 0.2 $326k 4.3k 75.91
Accenture Plc Ireland Shs Class A (ACN) 0.2 $319k 1.2k 268.30
Etfis Ser Tr I Virtus Infracap (PFFA) 0.2 $317k 15k 21.55
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.2 $316k 3.1k 101.98
Sitime Corp (SITM) 0.2 $311k 880.00 353.19
Lockheed Martin Corporation (LMT) 0.1 $305k 630.00 483.67
MercadoLibre (MELI) 0.1 $302k 150.00 2014.26
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $302k 1.4k 219.89
Innodata Com New (INOD) 0.1 $296k 5.8k 50.95
Astera Labs (ALAB) 0.1 $295k 1.8k 166.36
Iren Ordinary Shares (IREN) 0.1 $294k 7.8k 37.77
Caterpillar (CAT) 0.1 $292k 510.00 573.09
Generac Holdings (GNRC) 0.1 $273k 2.0k 136.37
Ishares Tr Core Total Usd (IUSB) 0.1 $270k 5.8k 46.55
American Intl Group Com New (AIG) 0.1 $268k 3.1k 85.55
Ishares U S Etf Tr U.s. Tech Indepd (IETC) 0.1 $264k 2.6k 101.59
Tjx Cos New Com (TJX) 0.1 $262k 1.7k 153.61
Tcw Etf Trust Flexible Income (FLXR) 0.1 $257k 6.5k 39.60
Apollo Global Mgmt (APO) 0.1 $246k 1.7k 144.76
Ishares Tr Esg Msci Kld 400 (DSI) 0.1 $246k 1.9k 128.87
Northrop Grumman Corporation (NOC) 0.1 $245k 430.00 570.21
Nebius Group Shs Class A (NBIS) 0.1 $240k 2.9k 83.71
Ishares Tr Core S&p500 Etf (IVV) 0.1 $239k 349.00 684.94
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD) 0.1 $232k 8.2k 28.24
Walt Disney Company (DIS) 0.1 $231k 2.0k 113.77
Intuitive Surgical Com New (ISRG) 0.1 $227k 400.00 566.36
Constellation Energy (CEG) 0.1 $212k 600.00 353.27
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.1 $212k 3.0k 71.45
Invesco Exch Trd Slf Idx Bulletshs 2032 (BSCW) 0.1 $209k 10k 20.88
Invesco Exch Trd Slf Idx Bulletshs 2029 (BSCT) 0.1 $207k 11k 18.84
Invesco Exch Trd Slf Idx Bulletshs 2028 (BSCS) 0.1 $206k 10k 20.60
Ishares Tr Ishares Semicdtr (SOXX) 0.1 $206k 683.00 301.29
AeroVironment (AVAV) 0.1 $206k 850.00 241.89
Comfort Systems USA (FIX) 0.1 $205k 220.00 933.29
Qualcomm (QCOM) 0.1 $205k 1.2k 171.05
Invesco Exch Trd Slf Idx Bulletshs 2030 (BSCU) 0.1 $203k 12k 16.92
Ies Hldgs (IESC) 0.1 $202k 520.00 389.02
Exxon Mobil Corporation (XOM) 0.1 $202k 1.7k 120.34
Toast Cl A (TOST) 0.1 $201k 5.7k 35.51
Invesco Exch Trd Slf Idx Bulletshs 2031 (BSCV) 0.1 $200k 12k 16.70
Goldman Sachs Etf Tr Just Us Lrg Cp (JUST) 0.1 $200k 2.1k 96.72
Ishares Msci Brazil Etf (EWZ) 0.1 $200k 6.3k 31.77
Sachem Cap (SACH) 0.0 $26k 25k 1.04