Darden Wealth Group Inc
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 6, 2026), Darden Wealth Group Inc reported 154 stock positions worth $252.0 million. Its top holding was Nvidia (NVDA) at 13.6% of the portfolio, followed by Micron Technology (MU, 6.4%) and Alphabet Class A (GOOGL, 5.0%). Compared with Q1 2026, it opened 19 new positions, sold out of 14, added to 59 and reduced 52. The biggest buy was Micron Technology (MU, shares +21%) and the biggest sale Nvidia (NVDA, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- ANN ARBOR, MI
- CIK
- 0002011221
- Portfolio Value
- $252.0M (Q2 2026)
- SEC Filing
- 0002011221-26-000003 ↗ filed Aug 6, 2026
Holdings Value
Holdings 154 stocks · $252.0M
| NVDA Nvidia Corp. | 13.57% | 170,889 | $34.2M | Reduce -2.3% |
| MU Micron Technology Inc. | 6.36% | 13,886 | $16.0M | Add +21.4% |
| GOOGL Alphabet Inc. Class A | 4.98% | 35,140 | $12.6M | Reduce -0.7% |
| RKLB Rocket Lab Corp. | 4.86% | 120,484 | $12.2M | Add +4.3% |
| AAPL Apple Inc. | 3.87% | 33,702 | $9.8M | Reduce -0.1% |
| AVGO Broadcom Inc. | 3.21% | 21,421 | $8.1M | Reduce -0.6% |
| AMZN Amazon.com Inc. | 3.20% | 33,799 | $8.1M | Add +0.9% |
| CRWD CrowdStrike Holdings Inc. Class A | 2.92% | 9,632 | $7.4M | Add +0.7% |
| MSFT Microsoft Corp. | 2.51% | 16,925 | $6.3M | Reduce -5.5% |
| GOOG Alphabet Inc. Class C | 2.06% | 14,713 | $5.2M | Add +0.5% |
| FLOT iShares Floating Rate Bond E | 1.64% | 80,936 | $4.1M | Add +3.7% |
| ANET Arista Networks Inc. | 1.57% | 23,249 | $3.9M | Add +2.8% |
| CLS Celestica Inc. | 1.42% | 9,824 | $3.6M | Add +0.5% |
| ETN Eaton Corp. PLC | 1.30% | 7,682 | $3.3M | Reduce -0.9% |
| SMH Vaneck Semiconductor ETF | 1.29% | 4,951 | $3.2M | Add +8.2% |
| JAAA Janus Henderson Aaa Clo ETF | 1.16% | 58,046 | $2.9M | Add +20.8% |
| FPE FT-Preferred Secur & Inc. ETF | 1.07% | 151,256 | $2.7M | Add +0.2% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.92% | 1,169 | $2.3M | Add +0.1% |
| RTX RTX Corp. | 0.92% | 12,230 | $2.3M | Reduce -0.9% |
| LLY Eli Lilly & Co. | 0.92% | 1,932 | $2.3M | Add +66.7% |
| GEV GE Vernova Inc. | 0.89% | 1,917 | $2.3M | Add +6.2% |
| DVY iShares Select Dividend ETF | 0.84% | 13,570 | $2.1M | Reduce -2.7% |
| IEMG iShares Core MSCI Emerging | 0.84% | 25,523 | $2.1M | Reduce -0.1% |
| APP AppLovin Corp. Class A | 0.83% | 4,059 | $2.1M | Reduce -8.0% |
| IJH iShares Core S&P Midcap ETF | 0.83% | 27,076 | $2.1M | Reduce -4.1% |
| MRVL Marvell Technology Inc. | 0.82% | 6,951 | $2.1M | Add +27.2% |
| JPM JPMorgan Chase & Co. | 0.80% | 6,181 | $2.0M | Add +5.8% |
| AMD Advanced Micro Devices | 0.80% | 3,454 | $2.0M | Add +11.8% |
| TT Trane Technologies PLC | 0.79% | 4,071 | $2.0M | Add +1.0% |
| PANW Palo Alto Networks Inc. | 0.77% | 5,691 | $1.9M | Add +1.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.77% | 2,594 | $1.9M | Reduce -0.2% |
| IUSG iShares Core S&P U.S. Growth | 0.75% | 10,046 | $1.9M | Reduce -1.2% |
| IJR iShares Core S&P Small-Cap E | 0.74% | 12,642 | $1.9M | Reduce -2.7% |
| GLD SPDR Gold Shares | 0.74% | 5,044 | $1.9M | Add +4.6% |
| EWY iShares MSCI South Korea ETF | 0.66% | 8,191 | $1.7M | New |
| TIP iShares Tips Bond ETF | 0.62% | 14,188 | $1.6M | Reduce -0.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.61% | 3,064 | $1.5M | Reduce -2.9% |
| LRCX Lam Research Corp. | 0.61% | 3,533 | $1.5M | Reduce -0.9% |
| QQQ Invesco QQQ Trust Series 1 | 0.58% | 1,999 | $1.5M | Reduce -0.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.58% | 3,942 | $1.5M | Add +2.6% |
| MA Mastercard Inc. Class A | 0.57% | 2,791 | $1.4M | Reduce -1.7% |
| ALAB Astera Labs Inc. | 0.57% | 2,955 | $1.4M | Add +6.5% |
| AMAT Applied Materials Inc. | 0.57% | 1,970 | $1.4M | No change |
| PWR Quanta Services Inc. | 0.56% | 1,948 | $1.4M | Add +8.2% |
| BA The Boeing Co. | 0.55% | 6,450 | $1.4M | Reduce -6.9% |
| ARM Arm Holdings PLC-ADR | 0.55% | 3,916 | $1.4M | New |
| ISTB iShares Core 1-5 Year Usd Bo | 0.50% | 26,127 | $1.3M | Reduce -0.8% |
| SHV iShares 0-1 Year Treasury Bo | 0.48% | 10,909 | $1.2M | Add +0.9% |
| ABBV Abbvie Inc. | 0.48% | 4,782 | $1.2M | Add +0.1% |
| AGX Argan Inc. | 0.48% | 1,500 | $1.2M | Add +3.5% |
| TFLO iShares Treasury Floating Ra | 0.47% | 23,387 | $1.2M | Reduce -0.6% |
| VLUE iShares MSCI USA Value Facto | 0.46% | 5,811 | $1.2M | Reduce -0.7% |
| TSM Taiwan Semiconductor-SP ADR | 0.41% | 2,179 | $1.0M | Add +30.5% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.41% | 12,712 | $1.0M | Reduce -2.8% |
| SNDK Sandisk Corp. | 0.40% | 446 | $1.0M | New |
| VWO Vanguard Ftse Emerging Marke | 0.40% | 16,884 | $1.0M | No change |
| DFAI Dimensional International Co. | 0.38% | 23,170 | $956K | Reduce -11.5% |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.36% | 21,239 | $901K | Add +8.2% |
| TSLA Tesla Inc. | 0.34% | 2,043 | $859K | Reduce -3.8% |
| HD Home Depot Inc. | 0.33% | 2,390 | $843K | Reduce -3.7% |
| XLK SS Technology Select Sector | 0.32% | 4,294 | $818K | Add +7.0% |
| ITA iShares U.S. Aerospace & Def | 0.32% | 3,320 | $805K | Reduce -7.4% |
| AVUV Avantis US Small Cap Value | 0.31% | 6,200 | $774K | Reduce -6.1% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.31% | 2,542 | $770K | Reduce -2.6% |
| CAT Caterpillar Inc. | 0.30% | 711 | $758K | Add +39.4% |
| SMIG Bahl & Gaynor S/M Inc. Growth | 0.29% | 22,600 | $742K | New |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.29% | 2,121 | $729K | No change |
| USRT iShares Core US REIT ETF | 0.28% | 10,800 | $718K | Reduce -4.4% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.28% | 11,662 | $717K | Add +17.1% |
| COST Costco Wholesale Corp. | 0.28% | 762 | $713K | Reduce -8.2% |
| NEE Nextera Energy Inc. | 0.28% | 8,108 | $712K | Reduce -2.5% |
| SITM Sitime Corp. | 0.28% | 953 | $711K | Add +8.3% |
| NBIS Nebius Group NV | 0.28% | 2,566 | $709K | Add +6.3% |
| DDOG Datadog Inc. Class A | 0.28% | 2,700 | $703K | Add +12.5% |
| IREN Iren Ltd. filed as IREN LIMITED | 0.27% | 14,809 | $677K | Add +85.1% |
| META Meta Platforms Inc. Class A | 0.27% | 1,195 | $673K | Reduce -27.8% |
| FITB Fifth Third Bancorp | 0.27% | 11,912 | $671K | Add +0.5% |
| WMT Walmart Inc. | 0.26% | 5,867 | $665K | Add +1.2% |
| JNJ Johnson & Johnson | 0.26% | 2,588 | $657K | Add +15.2% |
| GE General Electric filed as GE AEROSPACE | 0.26% | 1,720 | $643K | Reduce -7.0% |
| JEPI JPMorgan Equity Premium Inco | 0.25% | 11,248 | $635K | Add +0.2% |
| FRDM Freedom 100 Emeging MRKT ETF | 0.25% | 8,623 | $629K | Add +73.0% |
| URI United Rentals Inc. | 0.25% | 550 | $623K | No change |
| AIRR First Trust Rba American Ind | 0.24% | 4,601 | $613K | No change |
| GOVT iShares US Treasury Bond ETF | 0.23% | 25,804 | $588K | Reduce -0.1% |
| GILD Gilead Sciences Inc. | 0.23% | 4,539 | $573K | No change |
| FTAI Ftai Aviation Ltd. | 0.22% | 2,080 | $563K | Reduce -8.4% |
| AMGN Amgen Inc. | 0.22% | 1,521 | $551K | Add +1.1% |
| COHR Coherent Corp. | 0.22% | 1,390 | $548K | New |
| FIX Comfort Systems USA Inc. | 0.21% | 270 | $535K | No change |
| V Visa Inc. Class A | 0.21% | 1,558 | $535K | Reduce -6.0% |
| LITE Lumentum Holdings Inc. | 0.21% | 616 | $529K | Add +528.6% |
| LIN Linde PLC | 0.21% | 1,006 | $522K | No change |
| BILS SS Spdrb B 3-12M T-Bill ETF | 0.21% | 5,251 | $522K | Reduce -5.0% |
| MS Morgan Stanley | 0.20% | 2,467 | $516K | Add +5.0% |
| SYNA Synaptics Inc. | 0.20% | 4,100 | $509K | New |
| VEA Vanguard Ftse Developed ETF | 0.20% | 6,994 | $498K | Reduce -34.3% |
| SCHD Schwab US DVD Equity ETF | 0.19% | 15,323 | $486K | Add +0.0% |
| QUAL iShares MSCI USA Quality Fac | 0.19% | 2,209 | $485K | Reduce -2.9% |
| CLOZ Eldridge BBB-B Clo ETF | 0.18% | 17,428 | $460K | Add +29.4% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $330K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| BOEING CO/THE (BA 6 10/15/27) | DEP CONV PFD A | 4,900 | $330K | No change |
Total filed on the 13F, all lines: $252.3M.
Portfolio Sells Q1 2026 → Q2 2026
| NVDA Nvidia Corp. | Reduce -2.3% | 13.57% | −2.00 |
| MSFT Microsoft Corp. | Reduce -5.5% | 2.51% | −0.88 |
| XLE SS Energy Select Sector | Sold out | 0.00% | −0.54 |
| CVX Chevron Corp. | Sold out | 0.00% | −0.51 |
| AAPL Apple Inc. | Reduce -0.1% | 3.87% | −0.50 |
| HGER Harbor Commodity All Weather | Sold out | 0.00% | −0.37 |
| SYM Symbotic Inc. | Sold out | 0.00% | −0.35 |
| RTX RTX Corp. | Reduce -0.9% | 0.92% | −0.29 |
| PLTR Palantir Technologies Inc. Class A | Reduce -58.5% | 0.10% | −0.28 |
| SLV iShares Silver Trust | Sold out | 0.00% | −0.27 |
| IEFA iShares Core MSCI Eafe ETF | Sold out | 0.00% | −0.26 |
| BNDX Vanguard Total Intl Bond ETF | Reduce -65.8% | 0.09% | −0.26 |
| PG The Procter & Gamble Co. | Sold out | 0.00% | −0.25 |
| DVY iShares Select Dividend ETF | Reduce -2.7% | 0.84% | −0.24 |
| META Meta Platforms Inc. Class A | Reduce -27.8% | 0.27% | −0.22 |
| GOOGL Alphabet Inc. Class A | Reduce -0.7% | 4.98% | −0.21 |
| AVGO Broadcom Inc. | Reduce -0.6% | 3.21% | −0.19 |
| TIP iShares Tips Bond ETF | Reduce -0.2% | 0.62% | −0.18 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -2.9% | 0.61% | −0.16 |
| MA Mastercard Inc. Class A | Reduce -1.7% | 0.57% | −0.16 |
| ISTB iShares Core 1-5 Year Usd Bo | Reduce -0.8% | 0.50% | −0.15 |
| VEA Vanguard Ftse Developed ETF | Reduce -34.3% | 0.20% | −0.15 |
| BA The Boeing Co. | Reduce -6.9% | 0.55% | −0.15 |
| IJH iShares Core S&P Midcap ETF | Reduce -4.1% | 0.83% | −0.14 |
| VIST Vista Energy Sab DE CV | Sold out | 0.00% | −0.14 |
| DFAI Dimensional International Co. | Reduce -11.5% | 0.38% | −0.14 |
| COST Costco Wholesale Corp. | Reduce -8.2% | 0.28% | −0.14 |
| TFLO iShares Treasury Floating Ra | Reduce -0.6% | 0.47% | −0.14 |
| KTOS Kratos Defense & Security | Sold out | 0.00% | −0.14 |
| SRLN SS Blackstone Sr Loan ETF | Sold out | 0.00% | −0.13 |
| ACN Accenture PLC Class A | Sold out | 0.00% | −0.12 |
| ETN Eaton Corp. PLC | Reduce -0.9% | 1.30% | −0.12 |
| NEE Nextera Energy Inc. | Reduce -2.5% | 0.28% | −0.11 |
| OKLO Oklo Inc. | Sold out | 0.00% | −0.11 |
| AAAU Goldman Sachs Physical Gold | Sold out | 0.00% | −0.11 |
| SDVY First Trust Smid Cap Rising | Sold out | 0.00% | −0.11 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.2% | 0.77% | −0.09 |
| HD Home Depot Inc. | Reduce -3.7% | 0.33% | −0.08 |
| ITA iShares U.S. Aerospace & Def | Reduce -7.4% | 0.32% | −0.08 |
| IJR iShares Core S&P Small-Cap E | Reduce -2.7% | 0.74% | −0.08 |
| XOM Exxon Mobil Corp. | Reduce -7.2% | 0.10% | −0.08 |
| BILS SS Spdrb B 3-12M T-Bill ETF | Reduce -5.0% | 0.21% | −0.07 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -2.8% | 0.41% | −0.07 |
| IEMG iShares Core MSCI Emerging | Reduce -0.1% | 0.84% | −0.07 |
| GOVT iShares US Treasury Bond ETF | Reduce -0.1% | 0.23% | −0.07 |
| APP AppLovin Corp. Class A | Reduce -8.0% | 0.83% | −0.07 |
| AVUV Avantis US Small Cap Value | Reduce -6.1% | 0.31% | −0.07 |
| TSLA Tesla Inc. | Reduce -3.8% | 0.34% | −0.06 |
| FTAI Ftai Aviation Ltd. | Reduce -8.4% | 0.22% | −0.06 |
| USRT iShares Core US REIT ETF | Reduce -4.4% | 0.28% | −0.06 |
Portfolio Buys Q1 2026 → Q2 2026
| MU Micron Technology Inc. | Add +21.4% | 6.36% | +4.39 |
| RKLB Rocket Lab Corp. | Add +4.3% | 4.86% | +1.07 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +0.7% | 2.92% | +1.01 |
| EWY iShares MSCI South Korea ETF | New | 0.66% | +0.66 |
| ARM Arm Holdings PLC-ADR | New | 0.55% | +0.55 |
| MRVL Marvell Technology Inc. | Add +27.2% | 0.82% | +0.55 |
| AMD Advanced Micro Devices | Add +11.8% | 0.80% | +0.48 |
| ALAB Astera Labs Inc. | Add +6.5% | 0.57% | +0.41 |
| SNDK Sandisk Corp. | New | 0.40% | +0.40 |
| SMH Vaneck Semiconductor ETF | Add +8.2% | 1.29% | +0.39 |
| LLY Eli Lilly & Co. | Add +66.7% | 0.92% | +0.38 |
| PANW Palo Alto Networks Inc. | Add +1.1% | 0.77% | +0.31 |
| SMIG Bahl & Gaynor S/M Inc. Growth | New | 0.29% | +0.29 |
| COHR Coherent Corp. | New | 0.22% | +0.22 |
| SYNA Synaptics Inc. | New | 0.20% | +0.20 |
| LITE Lumentum Holdings Inc. | Add +528.6% | 0.21% | +0.17 |
| NBIS Nebius Group NV | Add +6.3% | 0.28% | +0.15 |
| ANET Arista Networks Inc. | Add +2.8% | 1.57% | +0.15 |
| ASML ASML Holding NV-NY Reg SHS | Add +0.1% | 0.92% | +0.13 |
| DDOG Datadog Inc. Class A | Add +12.5% | 0.28% | +0.13 |
| IREN Iren Ltd. | Add +85.1% | 0.27% | +0.13 |
| UFO Procure Space ETF | New | 0.13% | +0.13 |
| SITM Sitime Corp. | Add +8.3% | 0.28% | +0.13 |
| TSM Taiwan Semiconductor-SP ADR | Add +30.5% | 0.41% | +0.12 |
| FNCL Fidelity MSCI Financial Indx | New | 0.12% | +0.12 |
| CAT Caterpillar Inc. | Add +39.4% | 0.30% | +0.12 |
| FRDM Freedom 100 Emeging MRKT ETF | Add +73.0% | 0.25% | +0.11 |
| CIBR First Trust Nasdaq Cybersecu | New | 0.11% | +0.11 |
| VECO Veeco Instruments Inc. | New | 0.10% | +0.10 |
| GH Guardant Health Inc. | New | 0.10% | +0.10 |
| HIMX Himax Technologies Inc.-ADR | New | 0.10% | +0.10 |
| GEV GE Vernova Inc. | Add +6.2% | 0.89% | +0.09 |
| JUST Goldman Sachs Just US LRG | New | 0.09% | +0.09 |
| QCOM Qualcomm Inc. | New | 0.09% | +0.09 |
| ESGE iShares Inc. iShares ESG Awar | New | 0.08% | +0.08 |
| TDY Teledyne Technologies Inc. | New | 0.08% | +0.08 |
| INTC Intel Corp. | New | 0.08% | +0.08 |
| APO Apollo Global Management Inc. | New | 0.08% | +0.08 |
| AGX Argan Inc. | Add +3.5% | 0.48% | +0.07 |
| INFQ Infleqtion Inc. | New | 0.06% | +0.06 |
| XLK SS Technology Select Sector | Add +7.0% | 0.32% | +0.05 |
| PWR Quanta Services Inc. | Add +8.2% | 0.56% | +0.05 |
| PIZ Invesco Dorsey Wright Develo | Add +41.5% | 0.17% | +0.03 |
| GNRC Generac Holdings Inc. | Add +0.1% | 0.17% | +0.02 |
| CLS Celestica Inc. | Add +0.5% | 1.42% | +0.02 |
| MS Morgan Stanley | Add +5.0% | 0.20% | +0.01 |
| CLOZ Eldridge BBB-B Clo ETF | Add +29.4% | 0.18% | +0.01 |
| GAB Gabelli Equity Trust | Add +29.6% | 0.17% | +0.00 |
| JEPQ JPM Nasdaq Equity Premium | Add +17.1% | 0.28% | +0.00 |
| DSI iShares ESG MSCI KLD 400 ETF | Add +0.1% | 0.11% | −0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 154 | $252.0M | NVDA, MU, GOOGL, RKLB, AAPL |
| Q1 2026 | 149 | $195.9M | NVDA, GOOGL, AAPL, RKLB, AMZN |
| Q4 2025 | 147 | $205.8M | NVDA, GOOGL, AAPL, MSFT, AMZN |
| Q3 2025 | 133 | $191.0M | NVDA, MSFT, AAPL, GOOGL, AMZN |
| Q2 2025 | 130 | $164.9M | NVDA, MSFT, AMZN, AAPL, GOOGL |
| Q1 2025 | 96 | $128.0M | NVDA, AAPL, MSFT, AMZN, GOOGL |
| Q4 2024 | 104 | $147.5M | NVDA, AAPL, MSFT, AMZN, GOOGL |
| Q3 2024 | 103 | $138.7M | NVDA, AAPL, MSFT, GOOGL, AMZN |
| Q2 2024 | 100 | $165.4M | ETN, NVDA, AAPL, MSFT, GOOGL |
| Q1 2024 | 106 | $126.9M | NVDA, MSFT, AAPL, AMZN, GOOGL |