Darden Wealth Group Inc

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 31, 2025), Darden Wealth Group Inc reported 130 stock positions worth $164.9 million. Its top holding was Nvidia (NVDA) at 18.0% of the portfolio, followed by Microsoft (MSFT, 5.3%) and Amazon.com (AMZN, 4.5%). Compared with Q1 2025, it opened 38 new positions, sold out of 4, added to 26 and reduced 51. The biggest buy was Rocket Lab (RKLB, shares +20%) and the biggest sale Apple (AAPL, shares −10%).

Most Recent 13F
Q2 2026
Location
ANN ARBOR, MI
CIK
0002011221
Portfolio Value
$164.9M (Q2 2025)
SEC Filing
0002011221-25-000007 ↗ filed Jul 31, 2025

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 Q3 2024 Q4 2024: $147.5M Q4 2024 Q1 2025: $128.0M Q1 2025 Q2 2025: $164.9M $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 130 stocks · $164.9M
NVDA Nvidia Corp. 17.97% 187,564 $29.6M Reduce -3.0%
MSFT Microsoft Corp. 5.35% 17,729 $8.8M Reduce -1.5%
AMZN Amazon.com Inc. 4.47% 33,558 $7.4M Reduce -3.1%
AAPL Apple Inc. 4.45% 35,748 $7.3M Reduce -10.0%
GOOGL Alphabet Inc. Class A 3.83% 35,867 $6.3M Reduce -6.4%
AVGO Broadcom Inc. 3.22% 19,259 $5.3M Reduce -1.0%
FLOT iShares Floating Rate Bond E 2.35% 75,887 $3.9M Add +2.0%
CRWD CrowdStrike Holdings Inc. Class A 2.19% 7,104 $3.6M Reduce -9.2%
ETN Eaton Corp. PLC 1.86% 8,594 $3.1M Reduce -2.6%
RKLB Rocket Lab Corp. 1.78% 81,900 $2.9M Add +20.0%
FPE FT-Preferred Secur & Inc. ETF 1.62% 149,748 $2.7M Add +4.2%
GOOG Alphabet Inc. Class C 1.54% 14,318 $2.5M Reduce -2.6%
DVY iShares Select Dividend ETF 1.31% 16,207 $2.2M Reduce -4.0%
META Meta Platforms Inc. Class A 1.28% 2,862 $2.1M Add +55.0%
ANET Arista Networks Inc. 1.25% 20,065 $2.1M Add +0.8%
IJH iShares Core S&P Midcap ETF 1.08% 28,631 $1.8M Reduce -6.3%
TT Trane Technologies PLC 1.07% 4,045 $1.8M Reduce -2.4%
TIP iShares Tips Bond ETF 1.03% 15,454 $1.7M Reduce -3.1%
IUSG iShares Core S&P U.S. Growth 1.02% 11,164 $1.7M Reduce -0.9%
NOW ServiceNow Inc. 0.99% 1,588 $1.6M Reduce -7.7%
SPY SS SPDR S&P 500 ETF Trust-US 0.98% 2,624 $1.6M Reduce -0.5%
JAAA Janus Henderson Aaa Clo ETF 0.98% 31,933 $1.6M Add +28.6%
RTX RTX Corp. 0.97% 10,927 $1.6M Add +6.1%
MA Mastercard Inc. Class A 0.97% 2,835 $1.6M No change
IJR iShares Core S&P Small-Cap E 0.88% 13,350 $1.5M Reduce -8.2%
BRK.B Berkshire Hathaway Inc. Class B 0.85% 2,898 $1.4M Reduce -5.8%
JPM JPMorgan Chase & Co. 0.82% 4,670 $1.4M Reduce -4.3%
ISTB iShares Core 1-5 Year Usd Bo 0.81% 27,443 $1.3M Reduce -0.2%
PANW Palo Alto Networks Inc. 0.77% 6,191 $1.3M Reduce -8.5%
SHV iShares 0-1 Year Treasury Bo 0.76% 11,420 $1.3M Add +0.5%
DFAI Dimensional International Co. 0.76% 36,270 $1.3M New
APP AppLovin Corp. Class A 0.75% 3,528 $1.2M New
TFLO iShares Treasury Floating Ra 0.72% 23,375 $1.2M Reduce -0.4%
MU Micron Technology Inc. 0.71% 9,493 $1.2M Reduce -2.2%
ASML ASML Holding NV-NY Reg SHS 0.69% 1,423 $1.1M Reduce -9.3%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.68% 4,028 $1.1M Add +386.5%
IEFA iShares Core MSCI Eafe ETF 0.68% 13,426 $1.1M New
VTI VG Morningstar TS MKT ETF-US 0.66% 3,583 $1.1M Reduce -1.7%
MELI MercadoLibre Inc. 0.66% 415 $1.1M New
QQQ Invesco QQQ Trust Series 1 0.65% 1,937 $1.1M Reduce -3.4%
IEMG iShares Core MSCI Emerging 0.65% 17,732 $1.1M Reduce -5.7%
BA The Boeing Co. 0.64% 5,000 $1.0M Add +21.9%
LLY Eli Lilly & Co. 0.63% 1,325 $1.0M Reduce -8.3%
SMH Vaneck Semiconductor ETF 0.57% 3,375 $941K Add +2.7%
HD Home Depot Inc. 0.55% 2,482 $910K Reduce -3.9%
SHYG iShares 0-5 YR HY Corp. Bond 0.54% 20,820 $898K Add +0.0%
CLS Celestica Inc. 0.54% 5,703 $890K Add +14.6%
CVX Chevron Corp. 0.53% 6,071 $869K Reduce -28.3%
DGRO iShares Core Dividend Growth 0.52% 13,500 $863K New
ABBV Abbvie Inc. 0.52% 4,627 $859K Reduce -4.2%
XLE SS Energy Select Sector 0.49% 9,444 $801K Reduce -20.8%
VOO Vanguard S&P 500 ETF 0.47% 1,351 $768K New
COST Costco Wholesale Corp. 0.46% 768 $760K Add +11.6%
BNDX Vanguard Total Intl Bond ETF 0.44% 14,539 $720K Add +156.3%
VLUE iShares MSCI USA Value Facto 0.42% 6,179 $700K Reduce -9.2%
VEA Vanguard Ftse Developed ETF 0.42% 12,042 $687K New
TSLA Tesla Inc. 0.41% 2,143 $681K Add +11.9%
JEPI JPMorgan Equity Premium Inco 0.41% 11,750 $668K Reduce -17.5%
GEV GE Vernova Inc. 0.40% 1,261 $667K Add +1.6%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.37% 2,121 $605K No change
PWR Quanta Services Inc. 0.36% 1,590 $601K No change
GOVT iShares US Treasury Bond ETF 0.36% 25,929 $596K No change
GLD SPDR Gold Shares 0.35% 1,867 $569K Add +62.5%
WMT Walmart Inc. 0.34% 5,810 $568K No change
PG The Procter & Gamble Co. 0.34% 3,473 $553K Reduce -5.0%
ACN Accenture PLC Class A 0.32% 1,790 $535K Reduce -15.7%
ORCL Oracle Corp. 0.32% 2,380 $520K Add +25.3%
GILD Gilead Sciences Inc. 0.31% 4,639 $514K Add +4.7%
V Visa Inc. Class A 0.31% 1,446 $513K Reduce -1.0%
CLOZ Eldridge BBB-B Clo ETF 0.30% 18,550 $496K New
BILS SS Spdrb B 3-12M T-Bill ETF 0.30% 4,909 $488K New
PFFA Virtus Infracap US Pref STCK 0.29% 22,907 $477K Add +4.1%
LIN Linde PLC 0.29% 1,017 $477K No change
BLK BlackRock Inc. 0.29% 454 $477K Reduce -22.7%
SCHD Schwab US DVD Equity ETF 0.27% 17,016 $451K Add +0.8%
QUAL iShares MSCI USA Quality Fac 0.27% 2,417 $442K No change
AMD Advanced Micro Devices 0.27% 3,092 $439K New
SRLN SS Blackstone Sr Loan ETF 0.26% 10,200 $424K Reduce -4.7%
XLK SS Technology Select Sector 0.25% 1,643 $416K Add +2.6%
ITA iShares U.S. Aerospace & Def 0.25% 2,202 $415K Add +32.3%
PLTR Palantir Technologies Inc. Class A 0.25% 2,978 $406K New
CRWV Coreweave Inc. Class A 0.24% 2,455 $400K New
AMAT Applied Materials Inc. 0.24% 2,170 $397K New
LRCX Lam Research Corp. 0.24% 4,070 $396K Reduce -42.0%
OKLO Oklo Inc. 0.24% 6,950 $389K New
ITOT iShares Core S&P Total U.S. 0.23% 2,859 $386K No change
AIRR First Trust Rba American Ind 0.23% 4,650 $379K Reduce -7.9%
ESGD iShares Trust iShares ESG Aw 0.23% 4,233 $378K No change
URI United Rentals Inc. 0.23% 500 $377K Add +11.1%
GE General Electric filed as GE AEROSPACE 0.23% 1,454 $374K Reduce -6.4%
KO The Coca-Cola Co. 0.22% 5,081 $359K No change
EWG iShares MSCI Germany ETF 0.22% 8,475 $359K New
JNJ Johnson & Johnson 0.21% 2,306 $352K Reduce -20.5%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.21% 1,159 $342K Reduce -3.4%
VWO Vanguard Ftse Emerging Marke 0.21% 6,900 $341K New
MS Morgan Stanley 0.20% 2,396 $338K No change
GAB Gabelli Equity Trust 0.20% 57,000 $332K Reduce -8.1%
LMT Lockheed Martin Corp. 0.20% 698 $323K No change
VIS Vanguard Industrials ETF 0.19% 1,130 $316K No change
BSV Vanguard Short-Term Bond ETF 0.19% 4,014 $316K New

Show all 130 holdings

Other holdings (2): bonds, preferreds, convertibles and warrants · $966K (not counted above)
SecurityClassShares / PrincipalValueChange
NEXTERA ENERGY INC (NEE 6.926 09/01/25) UNIT 09/01/2025 15,069$599KReduce -0.9%
BOEING CO/THE (BA 6 10/15/27) DEP CONV PFD A 5,400$367KReduce -5.3%

Total filed on the 13F, all lines: $165.8M.

Portfolio Sells Q1 2025 → Q2 2025
AAPL Apple Inc. Reduce -10.0% 4.45% −2.44
GOOGL Alphabet Inc. Class A Reduce -6.4% 3.83% −0.80
AMZN Amazon.com Inc. Reduce -3.1% 4.47% −0.68
CVX Chevron Corp. Reduce -28.3% 0.53% −0.58
DVY iShares Select Dividend ETF Reduce -4.0% 1.31% −0.47
UNH Unitedhealth Group Inc. Sold out 0.00% −0.43
BRK.B Berkshire Hathaway Inc. Class B Reduce -5.8% 0.85% −0.43
XLE SS Energy Select Sector Reduce -20.8% 0.49% −0.38
TIP iShares Tips Bond ETF Reduce -3.1% 1.03% −0.35
MCD McDonald's Corp. Sold out 0.00% −0.35
IJH iShares Core S&P Midcap ETF Reduce -6.3% 1.08% −0.32
LLY Eli Lilly & Co. Reduce -8.3% 0.63% −0.31
IJR iShares Core S&P Small-Cap E Reduce -8.2% 0.88% −0.30
ABBV Abbvie Inc. Reduce -4.2% 0.52% −0.27
GOOG Alphabet Inc. Class C Reduce -2.6% 1.54% −0.25
TMO Thermo Fisher Scientific Inc. Sold out 0.00% −0.25
JEPI JPMorgan Equity Premium Inco Reduce -17.5% 0.41% −0.23
ISTB iShares Core 1-5 Year Usd Bo Reduce -0.2% 0.81% −0.23
TFLO iShares Treasury Floating Ra Reduce -0.4% 0.72% −0.21
ACN Accenture PLC Class A Reduce -15.7% 0.32% −0.19
HD Home Depot Inc. Reduce -3.9% 0.55% −0.19
SPY SS SPDR S&P 500 ETF Trust-US Reduce -0.5% 0.98% −0.17
JNJ Johnson & Johnson Reduce -20.5% 0.21% −0.16
LRCX Lam Research Corp. Reduce -42.0% 0.24% −0.16
PG The Procter & Gamble Co. Reduce -5.0% 0.34% −0.15
IEMG iShares Core MSCI Emerging Reduce -5.7% 0.65% −0.15
BLK BlackRock Inc. Reduce -22.7% 0.29% −0.14
VLUE iShares MSCI USA Value Facto Reduce -9.2% 0.42% −0.14
PANW Palo Alto Networks Inc. Reduce -8.5% 0.77% −0.13
VTI VG Morningstar TS MKT ETF-US Reduce -1.7% 0.66% −0.12
ASML ASML Holding NV-NY Reg SHS Reduce -9.3% 0.69% −0.12
JPM JPMorgan Chase & Co. Reduce -4.3% 0.82% −0.11
IUSG iShares Core S&P U.S. Growth Reduce -0.9% 1.02% −0.10
INTC Intel Corp. Sold out 0.00% −0.10
XLV SS Health Care Select Sector Reduce -10.3% 0.16% −0.09
V Visa Inc. Class A Reduce -1.0% 0.31% −0.09
SRLN SS Blackstone Sr Loan ETF Reduce -4.7% 0.26% −0.09
QQQ Invesco QQQ Trust Series 1 Reduce -3.4% 0.65% −0.09
NOW ServiceNow Inc. Reduce -7.7% 0.99% −0.08
XOM Exxon Mobil Corp. Reduce -9.3% 0.13% −0.07
GAB Gabelli Equity Trust Reduce -8.1% 0.20% −0.07
TJX TJX Companies Inc. Reduce -15.0% 0.13% −0.06
AIG American International Group Reduce -1.6% 0.17% −0.05
AIRR First Trust Rba American Ind Reduce -7.9% 0.23% −0.04
IBM Intl Business Machines Corp. Reduce -3.4% 0.21% −0.03
TT Trane Technologies PLC Reduce -2.4% 1.07% −0.02
GE General Electric Reduce -6.4% 0.23% −0.02
ETN Eaton Corp. PLC Reduce -2.6% 1.86% −0.01
SACH Sachem Capital Corp. Reduce -11.9% 0.03% −0.01
DIS The Walt Disney Co. Reduce -2.1% 0.18% −0.01

Portfolio Buys Q1 2025 → Q2 2025
RKLB Rocket Lab Corp. Add +20.0% 1.78% +0.82
DFAI Dimensional International Co. New 0.76% +0.76
APP AppLovin Corp. Class A New 0.75% +0.75
IEFA iShares Core MSCI Eafe ETF New 0.68% +0.68
MELI MercadoLibre Inc. New 0.66% +0.66
DGRO iShares Core Dividend Growth New 0.52% +0.52
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +386.5% 0.68% +0.52
VOO Vanguard S&P 500 ETF New 0.47% +0.47
META Meta Platforms Inc. Class A Add +55.0% 1.28% +0.45
VEA Vanguard Ftse Developed ETF New 0.42% +0.42
CLOZ Eldridge BBB-B Clo ETF New 0.30% +0.30
BILS SS Spdrb B 3-12M T-Bill ETF New 0.30% +0.30
AMD Advanced Micro Devices New 0.27% +0.27
PLTR Palantir Technologies Inc. Class A New 0.25% +0.25
CRWV Coreweave Inc. Class A New 0.24% +0.24
AMAT Applied Materials Inc. New 0.24% +0.24
OKLO Oklo Inc. New 0.24% +0.24
CLS Celestica Inc. Add +14.6% 0.54% +0.23
BNDX Vanguard Total Intl Bond ETF Add +156.3% 0.44% +0.22
EWG iShares MSCI Germany ETF New 0.22% +0.22
VWO Vanguard Ftse Emerging Marke New 0.21% +0.21
BSV Vanguard Short-Term Bond ETF New 0.19% +0.19
RSP Invesco S&P 500 Equal Weight New 0.19% +0.19
RBRK Rubrik Inc. Class A New 0.18% +0.18
ATI Ati Inc. New 0.18% +0.18
ISRG Intuitive Surgical Inc. New 0.17% +0.17
GNRC Generac Holdings Inc. New 0.16% +0.16
MSTR Strategy Inc. New 0.15% +0.15
EWZ iShares MSCI Brazil ETF New 0.14% +0.14
DSI iShares ESG MSCI KLD 400 ETF New 0.13% +0.13
CIBR First Trust Nasdaq Cybersecu New 0.13% +0.13
BWXT BWX Technologies Inc. New 0.13% +0.13
DKNG Draftkings Inc. Class A New 0.13% +0.13
CAT Caterpillar Inc. New 0.13% +0.13
IBIT iShares Bitcoin Trust ETF New 0.13% +0.13
INDA iShares MSCI India ETF New 0.13% +0.13
BSCW Invesco Bulletshares 2032 CB New 0.12% +0.12
BSCT Invesco Bulletshares 2029 CB New 0.12% +0.12
BSCS Invesco Bulletshares 2028 CB New 0.12% +0.12
TOST Toast Inc. Class A New 0.12% +0.12
DE Deere & Co. New 0.12% +0.12
BSCU Invesco Bulletshares 2030 CB New 0.12% +0.12
BSCV Invesco Bulletshares 2031 CB New 0.12% +0.12
GEV GE Vernova Inc. Add +1.6% 0.40% +0.11
ORCL Oracle Corp. Add +25.3% 0.32% +0.11
BA The Boeing Co. Add +21.9% 0.64% +0.09
GLD SPDR Gold Shares Add +62.5% 0.35% +0.09
ITA iShares U.S. Aerospace & Def Add +32.3% 0.25% +0.05
ANET Arista Networks Inc. Add +0.8% 1.25% +0.04
SMH Vaneck Semiconductor ETF Add +2.7% 0.57% +0.03

Notes & Other Activity Q1 2025 → Q2 2025
NEXTERA ENERGY INC (NEE 6.926 09/01/25) UNIT 09/01/2025 Reduce -0.9% 15,069 $599K
BOEING CO/THE (BA 6 10/15/27) DEP CONV PFD A Reduce -5.3% 5,400 $367K

Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.

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