Darden Wealth Group Inc — 13F Holdings & Portfolio
CIK 2011221 · latest 13F-HR filed 2026-08-06
Darden Wealth Group Inc manages $252.3M in 13F-reported U.S. long-equity assets across 155 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are NVDA (13.55%), MU (6.35%), GOOGL (4.98%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 19 new positions, exited 14, added to 85, and trimmed 19.
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.
STE. 100
ANN ARBOR, MI 48104
$252.3M
Long-equity book
155
Distinct positions
2026-06-30
Filed 2026-08-06
+19 / −14 / ↑85 / ↓19
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- MICRON TECHNOLOGY INC$12.2M +314.8%
- ROCKET LAB CORP$4.8M +65.0%
- NVIDIA CORPORATION$3.7M +12.1%
- CROWDSTRIKE HLDGS INC$3.6M +96.8%
- ALPHABET INC$2.4M +23.4%
Top Trims
- PALANTIR TECHNOLOGIES INC-$502.6K -66.9%
- VANGUARD CHARLOTTE FDS-$449.8K -65.6%
- META PLATFORMS INC-$273.7K -28.9%
- SPDR GOLD TR-$217.6K -10.5%
- VANGUARD TAX-MANAGED FDS-$183.6K -26.9%
New Positions
- ISHARES INC$1.7M
- ARM HOLDINGS PLC$1.4M
- SANDISK CORP$1.0M
- ETF SER SOLUTIONS$741.5K
- COHERENT CORP$548.3K
Exited Positions
- SELECT SECTOR SPDR TR$1.1M
- CHEVRON CORPORATION$995.0K
- HARBOR ETF TRUST$734.2K
- SYMBOTIC INC$687.1K
- ISHARES SILVER TRUST$531.4K
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 | $34.2M | 13.55% | 170,889 | SH |
| 2 | MICRON TECHNOLOGY INC | MU | 595112103 | $16.0M | 6.35% | 13,886 | SH |
| 3 | ALPHABET INC | GOOGL | 02079K305 | $12.6M | 4.98% | 35,140 | SH |
| 4 | ROCKET LAB CORP | RKLB | 773121108 | $12.2M | 4.85% | 120,484 | SH |
| 5 | APPLE INC | AAPL | 037833100 | $9.8M | 3.86% | 33,702 | SH |
| 6 | BROADCOM INC | AVGO | 11135F101 | $8.1M | 3.21% | 21,421 | SH |
| 7 | AMAZON COM INC | AMZN | 023135106 | $8.1M | 3.19% | 33,799 | SH |
| 8 | CROWDSTRIKE HLDGS INC | CRWD | 22788C105 | $7.4M | 2.91% | 9,632 | SH |
| 9 | MICROSOFT CORP | MSFT | 594918104 | $6.3M | 2.50% | 16,925 | SH |
| 10 | ALPHABET INC | GOOG | 02079K107 | $5.2M | 2.06% | 14,713 | SH |
| 11 | ISHARES TR | FLOT | 46429B655 | $4.1M | 1.64% | 80,936 | SH |
| 12 | ARISTA NETWORKS INC | ANET | 040413205 | $3.9M | 1.57% | 23,249 | SH |
| 13 | CELESTICA INC | CLS | 15101Q207 | $3.6M | 1.42% | 9,824 | SH |
| 14 | EATON CORP PLC | ETN | G29183103 | $3.3M | 1.30% | 7,682 | SH |
| 15 | VANECK ETF TRUST | SMH | 92189F676 | $3.2M | 1.29% | 4,951 | SH |
| 16 | JANUS DETROIT STR TR | JAAA | 47103U845 | $2.9M | 1.16% | 58,046 | SH |
| 17 | FIRST TR EXCH TRADED FD III | FPE | 33739E108 | $2.7M | 1.07% | 151,256 | SH |
| 18 | ASML HLDG NV | ASML | N07059210 | $2.3M | 0.92% | 1,169 | SH |
| 19 | RTX CORPORATION | RTX | 75513E101 | $2.3M | 0.92% | 12,230 | SH |
| 20 | ELI LILLY & CO | LLY | 532457108 | $2.3M | 0.92% | 1,932 | SH |
| 21 | GE VERNOVA INC | GEV | 36828A101 | $2.3M | 0.89% | 1,917 | SH |
| 22 | ISHARES TR | DVY | 464287168 | $2.1M | 0.84% | 13,570 | SH |
| 23 | ISHARES INC | IEMG | 46434G103 | $2.1M | 0.84% | 25,523 | SH |
| 24 | APPLOVIN CORP | APP | 03831W108 | $2.1M | 0.83% | 4,059 | SH |
| 25 | ISHARES TR | IJH | 464287507 | $2.1M | 0.83% | 27,076 | SH |
| 26 | MARVELL TECHNOLOGY INC | MRVL | 573874104 | $2.1M | 0.82% | 6,951 | SH |
| 27 | JPMORGAN CHASE & CO | JPM | 46625H100 | $2.0M | 0.80% | 6,181 | SH |
| 28 | ADVANCED MICRO DEVICES INC | AMD | 007903107 | $2.0M | 0.80% | 3,454 | SH |
| 29 | TRANE TECHNOLOGIES PLC | TT | G8994E103 | $2.0M | 0.79% | 4,071 | SH |
| 30 | PALO ALTO NETWORKS INC | PANW | 697435105 | $1.9M | 0.77% | 5,691 | SH |
| 31 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $1.9M | 0.77% | 2,594 | SH |
| 32 | ISHARES TR | IUSG | 464287671 | $1.9M | 0.75% | 10,046 | SH |
| 33 | ISHARES TR | IJR | 464287804 | $1.9M | 0.74% | 12,642 | SH |
| 34 | SPDR GOLD TR | GLD | 78463V107 | $1.9M | 0.74% | 5,044 | SH |
| 35 | ISHARES INC | EWY | 464286772 | $1.7M | 0.66% | 8,191 | SH |
| 36 | ISHARES TR | TIP | 464287176 | $1.6M | 0.62% | 14,188 | SH |
| 37 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $1.5M | 0.61% | 3,064 | SH |
| 38 | LAM RESEARCH CORP | LRCX | 512807306 | $1.5M | 0.61% | 3,533 | SH |
| 39 | INVESCO QQQ TR | QQQ | 46090E103 | $1.5M | 0.58% | 1,999 | SH |
| 40 | VANGUARD INDEX FDS | VTI | 922908769 | $1.5M | 0.58% | 3,942 | SH |
| 41 | MASTERCARD INCORPORATED | MA | 57636Q104 | $1.4M | 0.57% | 2,791 | SH |
| 42 | ASTERA LABS INC | ALAB | 04626A103 | $1.4M | 0.57% | 2,955 | SH |
| 43 | APPLIED MATLS INC | AMAT | 038222105 | $1.4M | 0.56% | 1,970 | SH |
| 44 | QUANTA SVCS INC | PWR | 74762E102 | $1.4M | 0.56% | 1,948 | SH |
| 45 | BOEING CO | BA | 097023105 | $1.4M | 0.55% | 6,450 | SH |
| 46 | ARM HOLDINGS PLC | ARM | 042068205 | $1.4M | 0.55% | 3,916 | SH |
| 47 | ISHARES TR | ISTB | 46432F859 | $1.3M | 0.50% | 26,127 | SH |
| 48 | ISHARES TR | SHV | 464288679 | $1.2M | 0.48% | 10,909 | SH |
| 49 | ABBVIE INC | ABBV | 00287Y109 | $1.2M | 0.48% | 4,782 | SH |
| 50 | ARGAN INC | AGX | 04010E109 | $1.2M | 0.47% | 1,500 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-06 | $252.3M | 155 | 0002011221-26-000003 |
| 2026-03-31 | 2026-05-08 | $196.2M | 150 | 0002011221-26-000002 |
| 2025-12-31 | 2026-02-09 | $206.1M | 148 | 0002011221-26-000001 |