Darden Wealth Group Inc — 13F Holdings & Portfolio
CIK 2011221 · latest 13F-HR filed 2026-05-08
Darden Wealth Group Inc manages $196.2M in 13F-reported U.S. long-equity assets across 150 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are NVDA (15.54%), GOOGL (5.18%), AAPL (4.36%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 20 new positions, exited 18, added to 46, and trimmed 51.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$196.2M
Long-equity book
150
Distinct positions
2026-03-31
Filed 2026-05-08
+20 / −18 / ↑46 / ↓51
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- MICRON TECHNOLOGY INC$903.2K +30.5%
- ISHARES INC$603.0K +51.1%
- CELESTICA INC$517.2K +23.1%
- VANGUARD INTL EQUITY INDEX F$472.6K +107.4%
- SPDR GOLD TR$441.7K +27.0%
Top Trims
- NVIDIA CORPORATION-$3.1M -9.2%
- MICROSOFT CORP-$2.3M -26.1%
- SERIES PORTFOLIOS TR-$1.3M -79.3%
- BROADCOM INC-$1.0M -13.3%
- VANECK ETF TRUST-$1.0M -74.4%
New Positions
- ARGAN INC$789.7K
- HARBOR ETF TRUST$734.2K
- FTAI AVIATION LTD$556.1K
- FIFTH THIRD BANCORP$551.0K
- MARVELL TECHNOLOGY INC$541.3K
Exited Positions
- RUBRIK INC.$642.0K
- ISHARES TR$638.7K
- ORACLE CORP$593.7K
- EPAM SYS INC$327.8K
- INVESCO EXCHANGE TRADED FD T$327.6K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 67066G104 | $30.5M | 15.54% | 174,847 | SH |
| 2 | ALPHABET INC | GOOGL | 02079K305 | $10.2M | 5.18% | 35,378 | SH |
| 3 | Apple Inc | AAPL | 037833100 | $8.6M | 4.36% | 33,729 | SH |
| 4 | ROCKET LAB CORP | RKLB | 773121108 | $7.4M | 3.78% | 115,558 | SH |
| 5 | AMAZON COM INC | AMZN | 023135106 | $7.0M | 3.55% | 33,483 | SH |
| 6 | BROADCOM INC | AVGO | 11135F101 | $6.7M | 3.40% | 21,542 | SH |
| 7 | MICROSOFT CORP | MSFT | 594918104 | $6.6M | 3.38% | 17,906 | SH |
| 8 | ALPHABET INC | GOOG | 02079K107 | $4.2M | 2.14% | 14,642 | SH |
| 9 | ISHARES TR | FLOT | 46429B655 | $4.0M | 2.03% | 78,065 | SH |
| 10 | MICRON TECHNOLOGY INC | MU | 595112103 | $3.9M | 1.97% | 11,439 | SH |
| 11 | CROWDSTRIKE HLDGS INC | CRWD | 22788C105 | $3.7M | 1.90% | 9,569 | SH |
| 12 | ARISTA NETWORKS INC | ANET | 040413205 | $2.8M | 1.42% | 22,627 | SH |
| 13 | EATON CORP | ETN | G29183103 | $2.8M | 1.41% | 7,753 | SH |
| 14 | CELESTICA INC | CLS | 15101Q207 | $2.8M | 1.40% | 9,773 | SH |
| 15 | FIRST TR EXCH TRADED FD III | FPE | 33739E108 | $2.7M | 1.37% | 150,988 | SH |
| 16 | JANUS DETROIT STR TR | JAAA | 47103U845 | $2.4M | 1.23% | 48,067 | SH |
| 17 | RTX CORPORATION | RTX | 75513E101 | $2.4M | 1.21% | 12,337 | SH |
| 18 | ISHARES TR | DVY | 464287168 | $2.1M | 1.08% | 13,945 | SH |
| 19 | SPDR GOLD TR | GLD | 78463V107 | $2.1M | 1.06% | 4,824 | SH |
| 20 | ISHARES TR | IJH | 464287507 | $1.9M | 0.97% | 28,229 | SH |
| 21 | ISHARES INC | IEMG | 46434G103 | $1.8M | 0.91% | 25,559 | SH |
| 22 | APPLOVIN CORP | APP | 03831W108 | $1.8M | 0.90% | 4,413 | SH |
| 23 | VANECK ETF TRUST | SMH | 92189F676 | $1.8M | 0.89% | 4,575 | SH |
| 24 | JPMORGAN CHASE & CO | JPM | 46625H100 | $1.7M | 0.88% | 5,845 | SH |
| 25 | STATE STR SPDR S&P 500 ETF t | SPY | 78462F103 | $1.7M | 0.86% | 2,600 | SH |
| 26 | TRANE TECHNOLOGIES PLC | TT | G8994E103 | $1.7M | 0.86% | 4,030 | SH |
| 27 | ISHARES TR | IJR | 464287804 | $1.6M | 0.82% | 12,991 | SH |
| 28 | ISHARES TR | IUSG | 464287671 | $1.6M | 0.80% | 10,164 | SH |
| 29 | GE VERNOVA INC | GEV | 36828A101 | $1.6M | 0.80% | 1,806 | SH |
| 30 | ISHARES TR | TIP | 464287176 | $1.6M | 0.80% | 14,220 | SH |
| 31 | ASML HLDG NV | ASML | N07059210 | $1.5M | 0.79% | 1,168 | SH |
| 32 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $1.5M | 0.77% | 3,154 | SH |
| 33 | MASTERCARD INCORPORATED | MA | 57636Q104 | $1.4M | 0.72% | 2,840 | SH |
| 34 | BOEING CO | BA | 097023105 | $1.4M | 0.70% | 6,925 | SH |
| 35 | ISHARES TR | ISTB | 46432F859 | $1.3M | 0.65% | 26,352 | SH |
| 36 | VANGUARD INDEX FDS | VTI | 922908769 | $1.2M | 0.63% | 3,843 | SH |
| 37 | ISHARES TR | SHV | 464288679 | $1.2M | 0.61% | 10,813 | SH |
| 38 | ISHARES TR | TFLO | 46434V860 | $1.2M | 0.61% | 23,536 | SH |
| 39 | INVESCO QQQ TR | QQQ | 46090E103 | $1.2M | 0.59% | 2,004 | SH |
| 40 | ELI LILLY & CO | LLY | 532457108 | $1.1M | 0.54% | 1,159 | SH |
| 41 | SELECT SECTOR SPDR TR | XLE | 81369Y506 | $1.1M | 0.54% | 17,384 | SH |
| 42 | ABBVIE INC | ABBV | 00287Y109 | $1.0M | 0.53% | 4,775 | SH |
| 43 | DIMENSIONAL ETF TRUST | DFAI | 25434V203 | $1.0M | 0.52% | 26,170 | SH |
| 44 | CHEVRON CORPORATION | CVX | 166764100 | $995.0K | 0.51% | 4,809 | SH |
| 45 | QUANTA SVCS INC | PWR | 74762E102 | $988.2K | 0.50% | 1,800 | SH |
| 46 | META PLATFORMS INC | META | 30303M102 | $946.9K | 0.48% | 1,655 | SH |
| 47 | VANGUARD INDEX FDS | VO | 922908629 | $939.4K | 0.48% | 3,271 | SH |
| 48 | VANGUARD INTL EQUITY INDEX F | VWO | 922042858 | $912.6K | 0.47% | 16,884 | SH |
| 49 | PALO ALTO NETWORKS INC | PANW | 697435105 | $902.8K | 0.46% | 5,631 | SH |
| 50 | ISHARES TR | VLUE | 46432F388 | $832.2K | 0.42% | 5,852 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-08 | $196.2M | 150 | 0002011221-26-000002 |
| 2025-12-31 | 2026-02-09 | $206.1M | 148 | 0002011221-26-000001 |