Darden Wealth Group Inc

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 12, 2024), Darden Wealth Group Inc reported 103 stock positions worth $138.7 million. Its top holding was Nvidia (NVDA) at 18.2% of the portfolio, followed by Apple (AAPL, 7.0%) and Microsoft (MSFT, 5.7%). Compared with Q2 2024, it opened 9 new positions, sold out of 6, added to 39 and reduced 30. The biggest buy was Apple (AAPL, shares +5%) and the biggest sale Eaton (ETN, shares −2%).

Most Recent 13F
Q2 2026
Location
ANN ARBOR, MI
CIK
0002011221
Portfolio Value
$138.7M (Q3 2024)
SEC Filing
0002011221-24-000013 ↗ filed Nov 12, 2024

Holdings Value

0$100.0M$200.0M$300.0M Q1 2024: $126.9M Q1 2024 Q2 2024: $165.4M Q2 2024 Q3 2024: $138.7M $138.7M Q3 2024 Q4 2024: $147.5M Q4 2024 Q1 2025: $128.0M Q1 2025 Q2 2025: $164.9M Q2 2025 Q3 2025: $191.0M Q3 2025 Q4 2025: $205.8M Q4 2025 Q1 2026: $195.9M Q1 2026 Q2 2026: $252.0M Q2 2026

Holdings 103 stocks · $138.7M
NVDA Nvidia Corp. 18.25% 208,414 $25.3M Reduce -3.5%
AAPL Apple Inc. 7.01% 41,706 $9.7M Add +4.8%
MSFT Microsoft Corp. 5.73% 18,478 $8.0M Add +0.5%
GOOGL Alphabet Inc. Class A 4.75% 39,702 $6.6M Reduce -3.5%
AMZN Amazon.com Inc. 4.57% 34,024 $6.3M Add +0.8%
FLOT iShares Floating Rate Bond E 2.69% 73,132 $3.7M Add +5.5%
ETN Eaton Corp. PLC 2.41% 10,071 $3.3M Reduce -1.9%
AVGO Broadcom Inc. 2.36% 18,940 $3.3M Add +4.7%
FPE FT-Preferred Secur & Inc. ETF 1.87% 143,072 $2.6M Add +7.8%
GOOG Alphabet Inc. Class C 1.77% 14,693 $2.5M Add +2.3%
DVY iShares Select Dividend ETF 1.57% 16,120 $2.2M Reduce -1.8%
AMD Advanced Micro Devices 1.49% 12,576 $2.1M Add +1.4%
IJH iShares Core S&P Midcap ETF 1.38% 30,699 $1.9M Reduce -1.0%
TIP iShares Tips Bond ETF 1.30% 16,328 $1.8M Reduce -1.0%
CRWD CrowdStrike Holdings Inc. Class A 1.29% 6,358 $1.8M Add +29.1%
IJR iShares Core S&P Small-Cap E 1.26% 14,911 $1.7M Add +1.8%
ANET Arista Networks Inc. 1.25% 4,511 $1.7M Reduce -4.3%
TT Trane Technologies PLC 1.18% 4,214 $1.6M Reduce -0.3%
IUSG iShares Core S&P U.S. Growth 1.10% 11,566 $1.5M Reduce -1.1%
SPY SS SPDR S&P 500 ETF Trust-US 1.08% 2,622 $1.5M Add +1.0%
MA Mastercard Inc. Class A 0.99% 2,785 $1.4M Reduce -0.1%
ISTB iShares Core 1-5 Year Usd Bo 0.97% 27,728 $1.3M Add +0.6%
LLY Eli Lilly & Co. 0.97% 1,515 $1.3M Add +3.8%
ASML ASML Holding NV-NY Reg SHS 0.93% 1,546 $1.3M Add +5.0%
SHV iShares 0-1 Year Treasury Bo 0.93% 11,614 $1.3M Reduce -0.2%
TFLO iShares Treasury Floating Ra 0.91% 25,080 $1.3M Add +22.0%
PANW Palo Alto Networks Inc. 0.89% 3,598 $1.2M Add +0.7%
BRK.B Berkshire Hathaway Inc. Class B 0.87% 2,633 $1.2M Add +0.2%
RTX RTX Corp. 0.87% 9,916 $1.2M Add +1.4%
CVX Chevron Corp. 0.82% 7,761 $1.1M Add +8.7%
IEMG iShares Core MSCI Emerging 0.81% 19,563 $1.1M Reduce -1.6%
XLE SS Energy Select Sector 0.78% 12,327 $1.1M Reduce -0.3%
HD Home Depot Inc. 0.77% 2,632 $1.1M Reduce -0.2%
MU Micron Technology Inc. 0.76% 10,120 $1.0M Reduce -0.8%
VTI VG Morningstar TS MKT ETF-US 0.75% 3,696 $1.0M Add +0.8%
QQQ Invesco QQQ Trust Series 1 0.75% 2,139 $1.0M Add +1.9%
BLDR Builders Firstsource Inc. 0.70% 4,990 $967K Add +18.8%
JAAA Janus Henderson Aaa Clo ETF 0.69% 18,933 $963K Add +183.6%
ABBV Abbvie Inc. 0.67% 4,732 $934K Add +3.4%
ADBE Adobe Inc. 0.67% 1,794 $929K Add +40.7%
JPM JPMorgan Chase & Co. 0.67% 4,390 $926K Add +0.2%
NOW ServiceNow Inc. 0.65% 1,015 $908K New
SMH Vaneck Semiconductor ETF 0.61% 3,452 $847K Reduce -4.9%
SHYG iShares 0-5 YR HY Corp. Bond 0.58% 18,431 $800K Add +24.5%
VLUE iShares MSCI USA Value Facto 0.55% 7,013 $765K Add +0.0%
JEPI JPMorgan Equity Premium Inco 0.55% 12,800 $762K Add +39.9%
ACN Accenture PLC Class A 0.53% 2,092 $740K No change
TGT Target Corp. 0.49% 4,319 $673K Reduce -1.8%
PG The Procter & Gamble Co. 0.47% 3,750 $650K Reduce -0.0%
UNH Unitedhealth Group Inc. 0.44% 1,054 $616K Reduce -0.1%
BA The Boeing Co. 0.44% 4,011 $610K Reduce -49.3%
META Meta Platforms Inc. Class A 0.44% 1,064 $609K Add +37.3%
GOVT iShares US Treasury Bond ETF 0.44% 25,929 $608K No change
LRCX Lam Research Corp. 0.44% 743 $606K New
BLK BlackRock Inc. 0.43% 626 $595K No change
COST Costco Wholesale Corp. 0.41% 640 $567K No change
TSLA Tesla Inc. 0.41% 2,165 $566K Add +10.2%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.40% 2,121 $558K Reduce -5.3%
SCHD Schwab US DVD Equity ETF 0.37% 6,089 $515K Add +5.2%
JNJ Johnson & Johnson 0.35% 3,031 $491K Reduce -1.5%
PWR Quanta Services Inc. 0.35% 1,640 $489K Add +2.5%
LIN Linde PLC 0.34% 1,000 $477K No change
QUAL iShares MSCI USA Quality Fac 0.33% 2,519 $452K No change
SRLN SS Blackstone Sr Loan ETF 0.32% 10,600 $443K Reduce -2.3%
MCD McDonald's Corp. 0.31% 1,420 $432K No change
TMO Thermo Fisher Scientific Inc. 0.29% 640 $396K No change
WMT Walmart Inc. 0.28% 4,785 $386K Add +0.9%
V Visa Inc. Class A 0.27% 1,386 $381K Reduce -0.4%
GILD Gilead Sciences Inc. 0.27% 4,420 $371K Reduce -2.0%
GAB Gabelli Equity Trust 0.27% 67,000 $368K No change
KO The Coca-Cola Co. 0.26% 5,081 $365K No change
URI United Rentals Inc. 0.26% 450 $364K No change
TMDX Transmedics Group Inc. 0.26% 2,315 $363K Add +4.5%
ESGD iShares Trust iShares ESG Aw 0.26% 4,233 $356K No change
ITOT iShares Core S&P Total U.S. 0.25% 2,719 $342K Add +1.1%
GE General Electric filed as GE AEROSPACE 0.24% 1,801 $340K No change
XLK SS Technology Select Sector 0.24% 1,455 $328K Reduce -0.6%
ORCL Oracle Corp. 0.23% 1,900 $324K No change
XOM Exxon Mobil Corp. 0.22% 2,656 $311K Reduce -0.0%
IUSB Ishr CR Unvrse Usd BD ETF-Ui 0.22% 6,496 $306K Add +1.9%
VIS Vanguard Industrials ETF 0.21% 1,130 $294K No change
BNDX Vanguard Total Intl Bond ETF 0.21% 5,815 $292K Add +0.0%
LMT Lockheed Martin Corp. 0.21% 490 $286K No change
SACH Sachem Capital Corp. 0.21% 113,000 $285K Reduce -37.9%
GLD SPDR Gold Shares 0.20% 1,149 $279K No change
XLV SS Health Care Select Sector 0.20% 1,800 $277K Add +11.5%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.20% 1,250 $276K New
SCHV Schwab US Large-Cap Value 0.19% 3,236 $260K No change
MS Morgan Stanley 0.18% 2,396 $250K No change
AIRR First Trust Rba American Ind 0.18% 3,300 $246K No change
NUMG Nuveen ESG Mid-Cap Grow ETF 0.17% 5,413 $243K No change
AIG American International Group 0.17% 3,233 $237K No change
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.17% 2,005 $236K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.17% 2,413 $232K New
NOC Northrop Grumman Corp. 0.16% 430 $227K New
ZTS Zoetis Inc. 0.16% 1,120 $219K New
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.16% 828 $218K No change
MGK Vngrd Mrgstr MG CP GR ETF-Ui 0.16% 674 $217K Reduce -3.3%
DHR Danaher Corp. 0.16% 780 $217K New
INTC Intel Corp. 0.15% 9,055 $212K Reduce -14.6%

Show all 103 holdings

Other holdings (1): bonds, preferreds, convertibles and warrants · $722K (not counted above)
SecurityClassShares / PrincipalValueChange
NEXTERA ENERGY INC (NEE 6.926 09/01/25) UNIT 09/01/2025 15,572$722KNo change

Total filed on the 13F, all lines: $139.4M.

Portfolio Sells Q2 2024 → Q3 2024
ETN Eaton Corp. PLC Reduce -1.9% 2.41% −17.05
LRCX Lam Research Corp. Sold out 0.00% −0.45
BA The Boeing Co. Reduce -49.3% 0.44% −0.43
SMCI Super Micro Computer Inc. Sold out 0.00% −0.38
BLD Topbuild Corp. Sold out 0.00% −0.14
AMAT Applied Materials Inc. Sold out 0.00% −0.14
QCOM Qualcomm Inc. Sold out 0.00% −0.13
COP Conocophillips Sold out 0.00% −0.12
SACH Sachem Capital Corp. Reduce -37.9% 0.21% −0.08
MU Micron Technology Inc. Reduce -0.8% 0.76% −0.05
INTC Intel Corp. Reduce -14.6% 0.15% −0.05
MGK Vngrd Mrgstr MG CP GR ETF-Ui Reduce -3.3% 0.16% +0.02
XLK SS Technology Select Sector Reduce -0.6% 0.24% +0.04
SMH Vaneck Semiconductor ETF Reduce -4.9% 0.61% +0.04
XOM Exxon Mobil Corp. Reduce -0.0% 0.22% +0.04
SRLN SS Blackstone Sr Loan ETF Reduce -2.3% 0.32% +0.04
V Visa Inc. Class A Reduce -0.4% 0.27% +0.05
VV Vngrd Mrgstr LRG-Cap ETF-Usd Reduce -5.3% 0.40% +0.06
GILD Gilead Sciences Inc. Reduce -2.0% 0.27% +0.08
JNJ Johnson & Johnson Reduce -1.5% 0.35% +0.08
TGT Target Corp. Reduce -1.8% 0.49% +0.09
PG The Procter & Gamble Co. Reduce -0.0% 0.47% +0.09
XLE SS Energy Select Sector Reduce -0.3% 0.78% +0.10
UNH Unitedhealth Group Inc. Reduce -0.1% 0.44% +0.12
SHV iShares 0-1 Year Treasury Bo Reduce -0.2% 0.93% +0.15
IEMG iShares Core MSCI Emerging Reduce -1.6% 0.81% +0.17
IUSG iShares Core S&P U.S. Growth Reduce -1.1% 1.10% +0.20
GOOGL Alphabet Inc. Class A Reduce -3.5% 4.75% +0.22
HD Home Depot Inc. Reduce -0.2% 0.77% +0.22
TIP iShares Tips Bond ETF Reduce -1.0% 1.30% +0.24
MA Mastercard Inc. Class A Reduce -0.1% 0.99% +0.25
ANET Arista Networks Inc. Reduce -4.3% 1.25% +0.25
IJH iShares Core S&P Midcap ETF Reduce -1.0% 1.38% +0.28
TT Trane Technologies PLC Reduce -0.3% 1.18% +0.34
DVY iShares Select Dividend ETF Reduce -1.8% 1.57% +0.37
NVDA Nvidia Corp. Reduce -3.5% 18.25% +2.11

Portfolio Buys Q2 2024 → Q3 2024
AAPL Apple Inc. Add +4.8% 7.01% +1.94
MSFT Microsoft Corp. Add +0.5% 5.73% +0.76
NOW ServiceNow Inc. New 0.65% +0.65
AMZN Amazon.com Inc. Add +0.8% 4.57% +0.63
AVGO Broadcom Inc. Add +4.7% 2.36% +0.60
FLOT iShares Floating Rate Bond E Add +5.5% 2.69% +0.55
JAAA Janus Henderson Aaa Clo ETF Add +183.6% 0.69% +0.49
FPE FT-Preferred Secur & Inc. ETF Add +7.8% 1.87% +0.47
LRCX Lam Research Corp. New 0.44% +0.44
BLDR Builders Firstsource Inc. Add +18.8% 0.70% +0.35
IJR iShares Core S&P Small-Cap E Add +1.8% 1.26% +0.31
TFLO iShares Treasury Floating Ra Add +22.0% 0.91% +0.29
RTX RTX Corp. Add +1.4% 0.87% +0.27
AMD Advanced Micro Devices Add +1.4% 1.49% +0.27
ADBE Adobe Inc. Add +40.7% 0.67% +0.24
JEPI JPMorgan Equity Premium Inco Add +39.9% 0.55% +0.24
SPY SS SPDR S&P 500 ETF Trust-US Add +1.0% 1.08% +0.23
BRK.B Berkshire Hathaway Inc. Class B Add +0.2% 0.87% +0.23
META Meta Platforms Inc. Class A Add +37.3% 0.44% +0.20
IBM Intl Business Machines Corp. New 0.20% +0.20
SHYG iShares 0-5 YR HY Corp. Bond Add +24.5% 0.58% +0.20
ABBV Abbvie Inc. Add +3.4% 0.67% +0.20
ISTB iShares Core 1-5 Year Usd Bo Add +0.6% 0.97% +0.18
GOOG Alphabet Inc. Class C Add +2.3% 1.77% +0.18
TSLA Tesla Inc. Add +10.2% 0.41% +0.17
LLY Eli Lilly & Co. Add +3.8% 0.97% +0.17
DIS The Walt Disney Co. New 0.17% +0.17
NOC Northrop Grumman Corp. New 0.16% +0.16
VTI VG Morningstar TS MKT ETF-US Add +0.8% 0.75% +0.16
ZTS Zoetis Inc. New 0.16% +0.16
DHR Danaher Corp. New 0.16% +0.16
PANW Palo Alto Networks Inc. Add +0.7% 0.89% +0.15
ITA iShares U.S. Aerospace & Def New 0.15% +0.15
DSI iShares ESG MSCI KLD 400 ETF New 0.15% +0.15
CVX Chevron Corp. Add +8.7% 0.82% +0.15
QQQ Invesco QQQ Trust Series 1 Add +1.9% 0.75% +0.14
CRWD CrowdStrike Holdings Inc. Class A Add +29.1% 1.29% +0.14
JPM JPMorgan Chase & Co. Add +0.2% 0.67% +0.13
VLUE iShares MSCI USA Value Facto Add +0.0% 0.55% +0.11
PWR Quanta Services Inc. Add +2.5% 0.35% +0.11
SCHD Schwab US DVD Equity ETF Add +5.2% 0.37% +0.10
WMT Walmart Inc. Add +0.9% 0.28% +0.08
TMDX Transmedics Group Inc. Add +4.5% 0.26% +0.06
XLV SS Health Care Select Sector Add +11.5% 0.20% +0.06
ITOT iShares Core S&P Total U.S. Add +1.1% 0.25% +0.05
IUSB Ishr CR Unvrse Usd BD ETF-Ui Add +1.9% 0.22% +0.05
BNDX Vanguard Total Intl Bond ETF Add +0.0% 0.21% +0.04
ASML ASML Holding NV-NY Reg SHS Add +5.0% 0.93% +0.02

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 154$252.0MNVDA, MU, GOOGL, RKLB, AAPL
Q1 2026 149$195.9MNVDA, GOOGL, AAPL, RKLB, AMZN
Q4 2025 147$205.8MNVDA, GOOGL, AAPL, MSFT, AMZN
Q3 2025 133$191.0MNVDA, MSFT, AAPL, GOOGL, AMZN
Q2 2025 130$164.9MNVDA, MSFT, AMZN, AAPL, GOOGL
Q1 2025 96$128.0MNVDA, AAPL, MSFT, AMZN, GOOGL
Q4 2024 104$147.5MNVDA, AAPL, MSFT, AMZN, GOOGL
Q3 2024 103$138.7MNVDA, AAPL, MSFT, GOOGL, AMZN
Q2 2024 100$165.4METN, NVDA, AAPL, MSFT, GOOGL
Q1 2024 106$126.9MNVDA, MSFT, AAPL, AMZN, GOOGL