Darden Wealth Group

Darden Wealth Group as of June 30, 2026

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 171k 200.09
Micron Technology (MU) 6.4 $16M 14k 1154.31
Alphabet Cap Stk Cl A (GOOGL) 5.0 $13M 35k 357.37
Rocket Lab Corp (RKLB) 4.9 $12M 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 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 81k 51.05
Arista Networks Com Shs (ANET) 1.6 $3.9M 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 5.0k 655.84
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 1.2 $2.9M 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 1.9k 1199.43
Ge Vernova (GEV) 0.9 $2.3M 1.9k 1174.88
Ishares Tr Select Divid Etf (DVY) 0.8 $2.1M 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 4.1k 515.21
Ishares Tr Core S&p Mcp Etf (IJH) 0.8 $2.1M 27k 77.11
Marvell Technology (MRVL) 0.8 $2.1M 7.0k 297.89
JPMorgan Chase & Co. (JPM) 0.8 $2.0M 6.2k 327.32
Advanced Micro Devices (AMD) 0.8 $2.0M 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 13k 148.31
Spdr Gold Tr Gold Shs (GLD) 0.7 $1.9M 5.0k 368.38
Ishares Msci Sth Kor Etf (EWY) 0.7 $1.7M 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 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 3.9k 370.01
Mastercard Incorporated Cl A (MA) 0.6 $1.4M 2.8k 513.52
Astera Labs (ALAB) 0.6 $1.4M 3.0k 483.02
Applied Materials (AMAT) 0.6 $1.4M 2.0k 723.00
Quanta Services (PWR) 0.6 $1.4M 1.9k 720.04
Boeing Company (BA) 0.6 $1.4M 6.5k 216.47
Arm Holdings Sponsored Ads (ARM) 0.6 $1.4M 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 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 2.2k 477.66
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $1.0M 13k 80.57
Sandisk Corp (SNDK) 0.4 $1.0M 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 23k 41.25
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.4 $901k 21k 42.41
Tesla Motors (TSLA) 0.3 $859k 2.0k 420.60
Home Depot (HD) 0.3 $843k 2.4k 352.75
Select Sector Spdr Tr St Str Techn Etf (XLK) 0.3 $818k 4.3k 190.52
Ishares Tr Us Aer Def Etf (ITA) 0.3 $805k 3.3k 242.40
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.3 $774k 6.2k 124.76
Vanguard Index Fds Small Cp Etf (VB) 0.3 $771k 2.5k 303.10
Caterpillar (CAT) 0.3 $758k 711.00 1065.42
Etf Ser Solutions Bahl Gaynor Sml (SMIG) 0.3 $742k 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 11k 66.45
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.3 $717k 12k 61.46
Costco Wholesale Corporation (COST) 0.3 $713k 762.00 935.93
Nextera Energy (NEE) 0.3 $712k 8.1k 87.77
Sitime Corp (SITM) 0.3 $711k 953.00 745.56
Nebius Group Shs Class A (NBIS) 0.3 $709k 2.6k 276.17
Datadog Cl A Com (DDOG) 0.3 $703k 2.7k 260.36
Iren Ordinary Shares (IREN) 0.3 $677k 15k 45.73
Meta Platforms Cl A (META) 0.3 $673k 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 2.6k 253.97
Ge Aerospace Com New (GE) 0.3 $643k 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 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 2.1k 270.53
Amgen (AMGN) 0.2 $551k 1.5k 362.12
Coherent Corp (COHR) 0.2 $548k 1.4k 394.47
Comfort Systems USA (FIX) 0.2 $535k 270.00 1981.95
Visa Com Cl A (V) 0.2 $535k 1.6k 343.15
Lumentum Hldgs (LITE) 0.2 $529k 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 5.3k 99.38
Morgan Stanley Com New (MS) 0.2 $516k 2.5k 209.00
Synaptics, Incorporated (SYNA) 0.2 $509k 4.1k 124.23
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $498k 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 2.2k 219.44
Series Portfolios Tr Eldridge Bbb B (CLOZ) 0.2 $460k 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 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 5.3k 81.27
Generac Holdings (GNRC) 0.2 $434k 1.5k 292.81
Gabelli Equity Trust (GAB) 0.2 $418k 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 515.00 734.66
Ishares Msci Brazil Etf (EWZ) 0.1 $361k 11k 34.50
Axcelis Technologies Com New (ACLS) 0.1 $341k 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 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 3.9k 76.56
Tcw Etf Trust Flexible Income (FLXR) 0.1 $298k 7.6k 39.21
Vaneck Etf Trust Gold Miners Etf (GDX) 0.1 $298k 3.9k 75.45
Select Sector Spdr Tr St Str Util Etf (XLU) 0.1 $277k 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 3.0k 89.86
Exxon Mobil Corporation (XOM) 0.1 $263k 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 3.4k 75.80
Guardant Health (GH) 0.1 $255k 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 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 2.8k 85.50
Himax Technologies Sponsored Adr (HIMX) 0.1 $241k 16k 15.34
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $236k 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 2.1k 106.72
Qualcomm (QCOM) 0.1 $221k 1.2k 184.79
Northrop Grumman Corporation (NOC) 0.1 $219k 430.00 509.31
Ishares Esg Awr Msci Em (ESGE) 0.1 $214k 3.9k 54.69
Teledyne Technologies Incorporated (TDY) 0.1 $213k 320.00 666.90
Intel Corporation (INTC) 0.1 $207k 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 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 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 11k 13.32
Sachem Cap (SACH) 0.0 $12k 13k 0.94