Darden Wealth Group

Darden Wealth Group as of March 31, 2026

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 175k 174.40
Alphabet Cap Stk Cl A (GOOGL) 5.2 $10M 35k 287.57
Apple (AAPL) 4.4 $8.6M 34k 253.79
Rocket Lab Corp (RKLB) 3.8 $7.4M 116k 64.22
Amazon (AMZN) 3.6 $7.0M 34k 208.28
Broadcom (AVGO) 3.4 $6.7M 22k 309.52
Microsoft Corporation (MSFT) 3.4 $6.6M 18k 370.17
Alphabet Cap Stk Cl C (GOOG) 2.1 $4.2M 15k 286.86
Ishares Tr Fltg Rate Nt Etf (FLOT) 2.0 $4.0M 78k 50.95
Micron Technology (MU) 2.0 $3.9M 11k 337.85
Crowdstrike Hldgs Cl A (CRWD) 1.9 $3.7M 9.6k 390.41
Arista Networks Com Shs (ANET) 1.4 $2.8M 23k 122.78
Eaton Corp PLC SHS (ETN) 1.4 $2.8M 7.8k 357.70
Celestica (CLS) 1.4 $2.8M 9.8k 281.68
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 1.4 $2.7M 151k 17.75
Janus Detroit Str Tr Henderson Aaa Cl (JAAA) 1.2 $2.4M 48k 50.37
Raytheon Technologies Corp (RTX) 1.2 $2.4M 12k 192.90
Ishares Tr Select Divid Etf (DVY) 1.1 $2.1M 14k 151.42
Spdr Gold Tr Gold Shs (GLD) 1.1 $2.1M 4.8k 430.29
Ishares Tr Core S&p Mcp Etf (IJH) 1.0 $1.9M 28k 67.53
Ishares Core Msci Emkt (IEMG) 0.9 $1.8M 26k 69.75
Applovin Corp Com Cl A (APP) 0.9 $1.8M 4.4k 398.08
Vaneck Etf Trust Semiconductr Etf (SMH) 0.9 $1.8M 4.6k 383.46
JPMorgan Chase & Co. (JPM) 0.9 $1.7M 5.8k 294.21
STATE STR SPDR S&P 500 ETF t Tr Unit (SPY) 0.9 $1.7M 2.6k 650.56
Trane Technologies SHS (TT) 0.9 $1.7M 4.0k 416.76
Ishares Tr Core S&p Scp Etf (IJR) 0.8 $1.6M 13k 124.31
Ishares Tr Core S&p Us Gwt (IUSG) 0.8 $1.6M 10k 155.12
Ge Vernova (GEV) 0.8 $1.6M 1.8k 872.90
Ishares Tr Tips Bd Etf (TIP) 0.8 $1.6M 14k 110.36
Asml Hldg Nv N Y Registry Shs (ASML) 0.8 $1.5M 1.2k 1321.45
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.8 $1.5M 3.2k 479.20
Mastercard Incorporated Cl A (MA) 0.7 $1.4M 2.8k 499.75
Boeing Company (BA) 0.7 $1.4M 6.9k 199.03
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.7 $1.3M 26k 48.46
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $1.2M 3.8k 320.87
Ishares Tr Trust Ishare 0-1 (SHV) 0.6 $1.2M 11k 110.40
Ishares Tr TRS FLT RT BD (TFLO) 0.6 $1.2M 24k 50.63
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.6 $1.2M 2.0k 577.43
Eli Lilly & Co. (LLY) 0.5 $1.1M 1.2k 919.77
Select Sector Spdr Tr State Street Ene (XLE) 0.5 $1.1M 17k 61.26
Abbvie (ABBV) 0.5 $1.0M 4.8k 217.49
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.5 $1.0M 26k 38.96
Chevron Corporation (CVX) 0.5 $995k 4.8k 206.90
Quanta Services (PWR) 0.5 $988k 1.8k 549.02
Meta Platforms Cl A (META) 0.5 $947k 1.7k 572.13
Vanguard Index Fds Mid Cap Etf (VO) 0.5 $939k 3.3k 287.18
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.5 $913k 17k 54.05
Palo Alto Networks (PANW) 0.5 $903k 5.6k 160.32
Ishares Tr Msci Usa Value (VLUE) 0.4 $832k 5.9k 142.21
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.4 $831k 20k 42.31
Costco Wholesale Corporation (COST) 0.4 $827k 830.00 996.68
Home Depot (HD) 0.4 $817k 2.5k 328.95
Argan (AGX) 0.4 $790k 1.5k 544.65
Tesla Motors (TSLA) 0.4 $789k 2.1k 371.75
Ishares Tr Us Aer Def Etf (ITA) 0.4 $784k 3.6k 218.76
Nextera Energy (NEE) 0.4 $772k 8.3k 92.88
Lam Research Corp Com New (LRCX) 0.4 $762k 3.6k 213.66
Palantir Technologies Cl A (PLTR) 0.4 $751k 5.1k 146.28
Harbor Etf Trust Harbor Commodity (HGER) 0.4 $734k 24k 31.01
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.4 $729k 6.6k 110.47
Wal-Mart Stores (WMT) 0.4 $720k 5.8k 124.30
Symbotic Class A Com (SYM) 0.4 $687k 13k 53.20
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.3 $686k 14k 48.05
Vanguard Index Fds Small Cp Etf (VB) 0.3 $684k 2.6k 262.00
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $682k 11k 64.08
Applied Materials (AMAT) 0.3 $673k 2.0k 341.79
Ishares Tr Cre U S Reit Etf (USRT) 0.3 $669k 11k 59.19
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.3 $637k 11k 56.68
Vanguard Index Fds Large Cap Etf (VV) 0.3 $634k 2.1k 298.85
Gilead Sciences (GILD) 0.3 $633k 4.5k 139.37
Advanced Micro Devices (AMD) 0.3 $628k 3.1k 203.43
Ishares Tr Us Treas Bd Etf (GOVT) 0.3 $592k 26k 22.91
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.3 $565k 1.7k 338.04
Ftai Aviation SHS (FTAI) 0.3 $556k 2.3k 245.00
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.3 $553k 10k 55.52
Fifth Third Ban (FITB) 0.3 $551k 12k 46.46
Spdr Series Trust State Street Spd (BILS) 0.3 $550k 5.5k 99.44
Johnson & Johnson (JNJ) 0.3 $549k 2.2k 244.44
Marvell Technology (MRVL) 0.3 $541k 5.5k 99.05
Select Sector Spdr Tr State Street Tec (XLK) 0.3 $534k 4.0k 132.90
Ishares Silver Trust Ishares (SLV) 0.3 $531k 7.8k 68.14
Amgen (AMGN) 0.3 $529k 1.5k 351.85
Ge Aerospace Com New (GE) 0.3 $525k 1.9k 283.77
First Tr Exchange Traded Rba Indl Etf (AIRR) 0.3 $510k 4.6k 110.78
Ishares Tr Core Msci Eafe (IEFA) 0.3 $509k 5.6k 90.53
Visa Com Cl A (V) 0.3 $501k 1.7k 302.42
Linde SHS (LIN) 0.3 $499k 1.0k 495.76
Procter & Gamble Company (PG) 0.2 $485k 3.4k 144.48
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $470k 15k 30.68
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.2 $436k 2.3k 191.81
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.2 $405k 4.2k 95.62
Bwx Technologies (BWXT) 0.2 $401k 2.0k 204.49
United Rentals (URI) 0.2 $401k 550.00 728.56
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $388k 2.7k 142.44
Morgan Stanley Com New (MS) 0.2 $387k 2.4k 164.57
Coca-Cola Company (KO) 0.2 $386k 5.1k 76.05
Blackrock (BLK) 0.2 $384k 399.00 962.68
Lockheed Martin Corporation (LMT) 0.2 $381k 630.00 604.39
Comfort Systems USA (FIX) 0.2 $372k 270.00 1378.99
Select Sector Spdr Tr State Street Hea (XLV) 0.2 $363k 2.5k 146.61
Caterpillar (CAT) 0.2 $362k 510.00 708.81
Vanguard World Industrial Etf (VIS) 0.2 $353k 1.1k 312.23
Exxon Mobil Corporation (XOM) 0.2 $352k 2.1k 169.66
Vaneck Etf Trust Gold Miners Etf (GDX) 0.2 $350k 3.8k 91.79
Series Portfolios Tr Eldridge Bbb B (CLOZ) 0.2 $346k 14k 25.65
Gabelli Equity Trust (GAB) 0.2 $319k 57k 5.60
Boeing Dep Conv Pfd A (BA.PA) 0.2 $318k 4.9k 64.88
Ishares Msci Brazil Etf (EWZ) 0.2 $307k 8.0k 38.39
Astera Labs (ALAB) 0.2 $304k 2.8k 109.60
Sitime Corp (SITM) 0.2 $304k 880.00 345.35
Northrop Grumman Corporation (NOC) 0.1 $293k 430.00 682.24
Ies Hldgs (IESC) 0.1 $293k 615.00 476.47
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $291k 1.4k 215.08
Select Sector Spdr Tr State Street Uti (XLU) 0.1 $291k 6.3k 45.89
Generac Holdings (GNRC) 0.1 $289k 1.5k 195.33
Tcw Etf Trust Flexible Income (FLXR) 0.1 $285k 7.3k 39.27
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF) 0.1 $284k 4.1k 69.92
Datadog Cl A Com (DDOG) 0.1 $283k 2.4k 118.05
Vista Energy S.a.b. De C.v. Sponsored Ads (VIST) 0.1 $279k 3.7k 75.47
Iren Ordinary Shares (IREN) 0.1 $274k 8.0k 34.28
Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Dvlp (PIZ) 0.1 $273k 5.5k 49.53
Ea Series Trust Freedom 100 Em (FRDM) 0.1 $272k 5.0k 54.65
Tjx Cos New Com (TJX) 0.1 $272k 1.7k 159.70
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $270k 452.00 597.98
Kratos Defense & Sec Solutions. Com New (KTOS) 0.1 $265k 3.8k 70.51
Ssga Active Etf Tr State Street Bla (SRLN) 0.1 $261k 6.5k 40.14
Cameco Corporation (CCJ) 0.1 $261k 2.4k 108.61
Ishares Tr Core Univrsl Usd (IUSB) 0.1 $254k 5.5k 46.19
Nebius Group Shs Class A (NBIS) 0.1 $251k 2.4k 103.76
American Intl Group Com New (AIG) 0.1 $236k 3.1k 75.25
Accenture Plc Ireland Shs Class A (ACN) 0.1 $235k 1.2k 198.29
Ishares Tr Esg Msci Kld 400 (DSI) 0.1 $231k 1.9k 121.23
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD) 0.1 $230k 8.2k 28.00
Ishares Tr Core S&p500 Etf (IVV) 0.1 $228k 349.00 653.21
Deere & Company (DE) 0.1 $225k 399.00 563.30
Ishares Tr Ishares Semicdtr (SOXX) 0.1 $225k 683.00 328.81
Axcelis Technologies Com New (ACLS) 0.1 $222k 2.4k 93.08
International Business Machines (IBM) 0.1 $221k 909.00 242.52
Oklo Com Cl A (OKLO) 0.1 $214k 4.3k 49.59
Goldman Sachs Physical Gold Unit (AAAU) 0.1 $213k 4.6k 46.19
Vanguard Star Fds Vgtl Intl Stk F (VXUS) 0.1 $209k 2.7k 77.14
First Tr Exchange Traded Smid Risng Etf (SDVY) 0.1 $208k 5.3k 39.44
Invesco Exch Trd Slf Idx Bulletshs 2032 (BSCW) 0.1 $206k 10k 20.59
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) 0.1 $205k 11k 18.66
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 0.1 $204k 10k 20.42
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) 0.1 $201k 12k 16.72
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV) 0.1 $198k 12k 16.46
Lumentum Hldgs (LITE) 0.0 $69k 98.00 702.76
Sachem Cap (SACH) 0.0 $21k 21k 1.01