Darden Wealth Group Inc
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 5, 2025), Darden Wealth Group Inc reported 96 stock positions worth $128.0 million. Its top holding was Nvidia (NVDA) at 16.4% of the portfolio, followed by Apple (AAPL, 6.9%) and Microsoft (MSFT, 5.3%). Compared with Q4 2024, it opened 1 new position, sold out of 9, added to 25 and reduced 48. The biggest buy was iShares Floating Rate Bond E (FLOT, shares +2%) and the biggest sale Nvidia (NVDA, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- ANN ARBOR, MI
- CIK
- 0002011221
- Portfolio Value
- $128.0M (Q1 2025)
- SEC Filing
- 0002011221-25-000003 ↗ filed May 5, 2025
Holdings Value
Holdings 96 stocks · $128.0M
| NVDA Nvidia Corp. | 16.36% | 193,334 | $21.0M | Reduce -2.7% |
| AAPL Apple Inc. | 6.89% | 39,706 | $8.8M | Reduce -2.7% |
| MSFT Microsoft Corp. | 5.28% | 17,993 | $6.8M | Reduce -1.9% |
| AMZN Amazon.com Inc. | 5.15% | 34,638 | $6.6M | Reduce -0.5% |
| GOOGL Alphabet Inc. Class A | 4.63% | 38,332 | $5.9M | Reduce -1.9% |
| FLOT iShares Floating Rate Bond E | 2.97% | 74,397 | $3.8M | Add +2.1% |
| AVGO Broadcom Inc. | 2.54% | 19,445 | $3.3M | Reduce -11.7% |
| CRWD CrowdStrike Holdings Inc. Class A | 2.15% | 7,822 | $2.8M | Reduce -6.9% |
| FPE FT-Preferred Secur & Inc. ETF | 1.97% | 143,685 | $2.5M | Reduce -1.7% |
| ETN Eaton Corp. PLC | 1.87% | 8,824 | $2.4M | Reduce -13.5% |
| GOOG Alphabet Inc. Class C | 1.79% | 14,708 | $2.3M | Reduce -1.1% |
| DVY iShares Select Dividend ETF | 1.77% | 16,884 | $2.3M | Add +4.8% |
| IJH iShares Core S&P Midcap ETF | 1.39% | 30,559 | $1.8M | Add +0.1% |
| TIP iShares Tips Bond ETF | 1.38% | 15,945 | $1.8M | Reduce -0.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.28% | 3,078 | $1.6M | Add +11.6% |
| MA Mastercard Inc. Class A | 1.21% | 2,835 | $1.6M | Add +1.8% |
| ANET Arista Networks Inc. | 1.20% | 19,895 | $1.5M | Reduce -7.8% |
| IJR iShares Core S&P Small-Cap E | 1.19% | 14,546 | $1.5M | Reduce -2.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.15% | 2,637 | $1.5M | Reduce -0.9% |
| IUSG iShares Core S&P U.S. Growth | 1.12% | 11,266 | $1.4M | Reduce -1.9% |
| CVX Chevron Corp. | 1.11% | 8,461 | $1.4M | Add +3.9% |
| TT Trane Technologies PLC | 1.09% | 4,145 | $1.4M | Reduce -1.4% |
| NOW ServiceNow Inc. | 1.07% | 1,720 | $1.4M | Reduce -11.3% |
| RTX RTX Corp. | 1.06% | 10,295 | $1.4M | Reduce -1.1% |
| ISTB iShares Core 1-5 Year Usd Bo | 1.04% | 27,491 | $1.3M | Reduce -1.1% |
| JAAA Janus Henderson Aaa Clo ETF | 0.98% | 24,833 | $1.3M | Add +14.3% |
| SHV iShares 0-1 Year Treasury Bo | 0.98% | 11,366 | $1.3M | Reduce -0.9% |
| RKLB Rocket Lab USA Inc. | 0.95% | 68,250 | $1.2M | Add +37.2% |
| JPM JPMorgan Chase & Co. | 0.94% | 4,880 | $1.2M | No change |
| LLY Eli Lilly & Co. | 0.93% | 1,445 | $1.2M | Reduce -0.7% |
| TFLO iShares Treasury Floating Ra | 0.93% | 23,475 | $1.2M | Reduce -4.9% |
| PANW Palo Alto Networks Inc. | 0.90% | 6,766 | $1.2M | Reduce -5.8% |
| XLE SS Energy Select Sector | 0.87% | 11,920 | $1.1M | Reduce -0.9% |
| META Meta Platforms Inc. Class A | 0.83% | 1,847 | $1.1M | Add +13.7% |
| ASML ASML Holding NV-NY Reg SHS | 0.81% | 1,568 | $1.0M | Add +2.6% |
| IEMG iShares Core MSCI Emerging | 0.79% | 18,801 | $1.0M | Reduce -0.3% |
| ABBV Abbvie Inc. | 0.79% | 4,832 | $1.0M | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.78% | 3,644 | $1.0M | Reduce -0.6% |
| HD Home Depot Inc. | 0.74% | 2,582 | $946K | Reduce -1.9% |
| QQQ Invesco QQQ Trust Series 1 | 0.73% | 2,005 | $940K | Reduce -5.6% |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.69% | 20,818 | $885K | Add +0.0% |
| MU Micron Technology Inc. | 0.66% | 9,705 | $843K | Add +2.0% |
| JEPI JPMorgan Equity Premium Inco | 0.64% | 14,250 | $814K | Add +0.7% |
| VLUE iShares MSCI USA Value Facto | 0.57% | 6,801 | $725K | Reduce -3.0% |
| BA The Boeing Co. | 0.55% | 4,103 | $700K | Add +8.0% |
| SMH Vaneck Semiconductor ETF | 0.54% | 3,285 | $695K | Reduce -1.8% |
| ACN Accenture PLC Class A | 0.52% | 2,124 | $663K | Reduce -4.7% |
| COST Costco Wholesale Corp. | 0.51% | 688 | $651K | Add +3.5% |
| PG The Procter & Gamble Co. | 0.49% | 3,656 | $623K | Reduce -1.2% |
| GOVT iShares US Treasury Bond ETF | 0.47% | 25,929 | $596K | No change |
| BLK BlackRock Inc. | 0.43% | 587 | $556K | Reduce -6.2% |
| UNH Unitedhealth Group Inc. | 0.43% | 1,054 | $552K | No change |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.43% | 2,121 | $545K | No change |
| V Visa Inc. Class A | 0.40% | 1,461 | $512K | Add +1.4% |
| LRCX Lam Research Corp. | 0.40% | 7,020 | $510K | Reduce -8.7% |
| WMT Walmart Inc. | 0.40% | 5,810 | $510K | Add +5.0% |
| GILD Gilead Sciences Inc. | 0.39% | 4,433 | $497K | Add +0.3% |
| TSLA Tesla Inc. | 0.39% | 1,915 | $496K | Reduce -13.5% |
| JNJ Johnson & Johnson | 0.38% | 2,902 | $481K | Reduce -1.2% |
| LIN Linde PLC | 0.37% | 1,017 | $474K | Add +1.1% |
| SCHD Schwab US DVD Equity ETF | 0.37% | 16,877 | $472K | Reduce -7.7% |
| PFFA Virtus Infracap US Pref STCK | 0.36% | 22,002 | $467K | Add +0.0% |
| MCD McDonald's Corp. | 0.35% | 1,420 | $444K | No change |
| SRLN SS Blackstone Sr Loan ETF | 0.34% | 10,700 | $440K | Reduce -0.9% |
| QUAL iShares MSCI USA Quality Fac | 0.32% | 2,417 | $413K | Reduce -1.2% |
| PWR Quanta Services Inc. | 0.32% | 1,590 | $404K | Reduce -3.0% |
| CLS Celestica Inc. | 0.31% | 4,975 | $392K | Reduce -11.9% |
| GEV GE Vernova Inc. | 0.30% | 1,241 | $379K | Add +7.3% |
| KO The Coca-Cola Co. | 0.28% | 5,081 | $364K | No change |
| ITOT iShares Core S&P Total U.S. | 0.27% | 2,859 | $349K | Reduce -2.4% |
| ESGD iShares Trust iShares ESG Aw | 0.27% | 4,233 | $346K | No change |
| AIRR First Trust Rba American Ind | 0.27% | 5,050 | $345K | Reduce -3.6% |
| GAB Gabelli Equity Trust | 0.27% | 62,000 | $342K | No change |
| GLD SPDR Gold Shares | 0.26% | 1,149 | $331K | No change |
| XLK SS Technology Select Sector | 0.26% | 1,602 | $331K | Reduce -2.4% |
| XLV SS Health Care Select Sector | 0.25% | 2,221 | $324K | No change |
| TMO Thermo Fisher Scientific Inc. | 0.25% | 640 | $318K | No change |
| LMT Lockheed Martin Corp. | 0.24% | 698 | $312K | Add +6.6% |
| GE General Electric filed as GE AEROSPACE | 0.24% | 1,554 | $311K | Add +0.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.23% | 1,200 | $298K | Reduce -4.0% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.22% | 6,122 | $282K | Reduce -4.9% |
| URI United Rentals Inc. | 0.22% | 450 | $282K | No change |
| AIG American International Group | 0.22% | 3,233 | $281K | No change |
| VIS Vanguard Industrials ETF | 0.22% | 1,130 | $280K | No change |
| MS Morgan Stanley | 0.22% | 2,396 | $280K | No change |
| BNDX Vanguard Total Intl Bond ETF | 0.22% | 5,673 | $277K | Reduce -2.6% |
| ORCL Oracle Corp. | 0.21% | 1,900 | $266K | No change |
| XOM Exxon Mobil Corp. | 0.20% | 2,155 | $256K | No change |
| ITA iShares U.S. Aerospace & Def | 0.20% | 1,665 | $255K | Add +3.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.19% | 2,005 | $244K | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.19% | 2,431 | $240K | Add +0.6% |
| APO Apollo Global Management Inc. | 0.18% | 1,700 | $233K | No change |
| NOC Northrop Grumman Corp. | 0.17% | 430 | $220K | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.17% | 828 | $214K | No change |
| INTC Intel Corp. | 0.10% | 5,579 | $127K | New |
| SACH Sachem Capital Corp. | 0.04% | 42,000 | $49K | Reduce -6.5% |
Other holdings (2): bonds, preferreds, convertibles and warrants · $959K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| NEXTERA ENERGY INC (NEE 6.926 09/01/25) | UNIT 09/01/2025 | 15,201 | $618K | Reduce -1.1% |
| BOEING CO/THE (BA 6 10/15/27) | DEP CONV PFD A | 5,700 | $341K | Reduce -3.4% |
Total filed on the 13F, all lines: $129.0M.
Portfolio Sells Q4 2024 → Q1 2025
| NVDA Nvidia Corp. | Reduce -2.7% | 16.36% | −1.72 |
| AVGO Broadcom Inc. | Reduce -11.7% | 2.54% | −0.92 |
| AMD Advanced Micro Devices | Sold out | 0.00% | −0.87 |
| ETN Eaton Corp. PLC | Reduce -13.5% | 1.87% | −0.42 |
| ANET Arista Networks Inc. | Reduce -7.8% | 1.20% | −0.41 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.41 |
| GOOGL Alphabet Inc. Class A | Reduce -1.9% | 4.63% | −0.38 |
| NOW ServiceNow Inc. | Reduce -11.3% | 1.07% | −0.32 |
| BLDR Builders Firstsource Inc. | Sold out | 0.00% | −0.25 |
| TSLA Tesla Inc. | Reduce -13.5% | 0.39% | −0.22 |
| MRVL Marvell Technology Inc. | Sold out | 0.00% | −0.18 |
| NUMG Nuveen ESG Mid-Cap Grow ETF | Sold out | 0.00% | −0.17 |
| MSTR Strategy Inc. | Sold out | 0.00% | −0.17 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Sold out | 0.00% | −0.16 |
| SOXX iShares Semiconductor ETF | Sold out | 0.00% | −0.16 |
| DSI iShares ESG MSCI KLD 400 ETF | Sold out | 0.00% | −0.14 |
| GOOG Alphabet Inc. Class C | Reduce -1.1% | 1.79% | −0.12 |
| CLS Celestica Inc. | Reduce -11.9% | 0.31% | −0.05 |
| AAPL Apple Inc. | Reduce -2.7% | 6.89% | −0.04 |
| PWR Quanta Services Inc. | Reduce -3.0% | 0.32% | −0.04 |
| AMZN Amazon.com Inc. | Reduce -0.5% | 5.15% | −0.03 |
| ACN Accenture PLC Class A | Reduce -4.7% | 0.52% | −0.01 |
| SMH Vaneck Semiconductor ETF | Reduce -1.8% | 0.54% | −0.01 |
| AIRR First Trust Rba American Ind | Reduce -3.6% | 0.27% | −0.00 |
| SACH Sachem Capital Corp. | Reduce -6.5% | 0.04% | −0.00 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -5.6% | 0.73% | −0.00 |
| BLK BlackRock Inc. | Reduce -6.2% | 0.43% | −0.00 |
| XLK SS Technology Select Sector | Reduce -2.4% | 0.26% | −0.00 |
| PANW Palo Alto Networks Inc. | Reduce -5.8% | 0.90% | +0.02 |
| ITOT iShares Core S&P Total U.S. | Reduce -2.4% | 0.27% | +0.02 |
| LRCX Lam Research Corp. | Reduce -8.7% | 0.40% | +0.02 |
| IJR iShares Core S&P Small-Cap E | Reduce -2.5% | 1.19% | +0.02 |
| BNDX Vanguard Total Intl Bond ETF | Reduce -2.6% | 0.22% | +0.02 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -4.9% | 0.22% | +0.02 |
| QUAL iShares MSCI USA Quality Fac | Reduce -1.2% | 0.32% | +0.03 |
| SCHD Schwab US DVD Equity ETF | Reduce -7.7% | 0.37% | +0.03 |
| IUSG iShares Core S&P U.S. Growth | Reduce -1.9% | 1.12% | +0.03 |
| MSFT Microsoft Corp. | Reduce -1.9% | 5.28% | +0.03 |
| TT Trane Technologies PLC | Reduce -1.4% | 1.09% | +0.04 |
| SRLN SS Blackstone Sr Loan ETF | Reduce -0.9% | 0.34% | +0.04 |
| HD Home Depot Inc. | Reduce -1.9% | 0.74% | +0.05 |
| IBM Intl Business Machines Corp. | Reduce -4.0% | 0.23% | +0.05 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.6% | 0.78% | +0.06 |
| VLUE iShares MSCI USA Value Facto | Reduce -3.0% | 0.57% | +0.06 |
| PG The Procter & Gamble Co. | Reduce -1.2% | 0.49% | +0.07 |
| TFLO iShares Treasury Floating Ra | Reduce -4.9% | 0.93% | +0.08 |
| JNJ Johnson & Johnson | Reduce -1.2% | 0.38% | +0.09 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.9% | 1.15% | +0.09 |
| SHV iShares 0-1 Year Treasury Bo | Reduce -0.9% | 0.98% | +0.12 |
| IEMG iShares Core MSCI Emerging | Reduce -0.3% | 0.79% | +0.13 |
Portfolio Buys Q4 2024 → Q1 2025
| FLOT iShares Floating Rate Bond E | Add +2.1% | 2.97% | +0.45 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +11.6% | 1.28% | +0.43 |
| DVY iShares Select Dividend ETF | Add +4.8% | 1.77% | +0.34 |
| CVX Chevron Corp. | Add +3.9% | 1.11% | +0.31 |
| JAAA Janus Henderson Aaa Clo ETF | Add +14.3% | 0.98% | +0.24 |
| MA Mastercard Inc. Class A | Add +1.8% | 1.21% | +0.22 |
| META Meta Platforms Inc. Class A | Add +13.7% | 0.83% | +0.19 |
| MU Micron Technology Inc. | Add +2.0% | 0.66% | +0.12 |
| GILD Gilead Sciences Inc. | Add +0.3% | 0.39% | +0.11 |
| IJH iShares Core S&P Midcap ETF | Add +0.1% | 1.39% | +0.10 |
| INTC Intel Corp. | New | 0.10% | +0.10 |
| COST Costco Wholesale Corp. | Add +3.5% | 0.51% | +0.10 |
| RKLB Rocket Lab USA Inc. | Add +37.2% | 0.95% | +0.09 |
| ASML ASML Holding NV-NY Reg SHS | Add +2.6% | 0.81% | +0.09 |
| V Visa Inc. Class A | Add +1.4% | 0.40% | +0.09 |
| BA The Boeing Co. | Add +8.0% | 0.55% | +0.09 |
| SHYG iShares 0-5 YR HY Corp. Bond | Add +0.0% | 0.69% | +0.09 |
| LIN Linde PLC | Add +1.1% | 0.37% | +0.08 |
| JEPI JPMorgan Equity Premium Inco | Add +0.7% | 0.64% | +0.08 |
| GE General Electric | Add +0.2% | 0.24% | +0.07 |
| WMT Walmart Inc. | Add +5.0% | 0.40% | +0.06 |
| ITA iShares U.S. Aerospace & Def | Add +3.1% | 0.20% | +0.04 |
| GEV GE Vernova Inc. | Add +7.3% | 0.30% | +0.04 |
| PFFA Virtus Infracap US Pref STCK | Add +0.0% | 0.36% | +0.04 |
| LMT Lockheed Martin Corp. | Add +6.6% | 0.24% | +0.03 |
| DIS The Walt Disney Co. | Add +0.6% | 0.19% | +0.01 |
Notes & Other Activity Q4 2024 → Q1 2025
| NEXTERA ENERGY INC (NEE 6.926 09/01/25) | UNIT 09/01/2025 | Reduce -1.1% | 15,201 | $618K |
| BOEING CO/THE (BA 6 10/15/27) | DEP CONV PFD A | Reduce -3.4% | 5,700 | $341K |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
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 |