Darden Wealth Group Inc
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 10, 2025), Darden Wealth Group Inc reported 133 stock positions worth $191.0 million. Its top holding was Nvidia (NVDA) at 17.9% of the portfolio, followed by Microsoft (MSFT, 4.8%) and Apple (AAPL, 4.6%). Compared with Q2 2025, it opened 17 new positions, sold out of 14, added to 49 and reduced 44. The biggest buy was Rocket Lab (RKLB, shares +28%) and the biggest sale an exit from ServiceNow (NOW).
- Most Recent 13F
- Q2 2026
- Location
- ANN ARBOR, MI
- CIK
- 0002011221
- Portfolio Value
- $191.0M (Q3 2025)
- SEC Filing
- 0002011221-25-000008 ↗ filed Nov 10, 2025
Holdings Value
Holdings 133 stocks · $191.0M
| NVDA Nvidia Corp. | 17.91% | 183,329 | $34.2M | Reduce -2.3% |
| MSFT Microsoft Corp. | 4.84% | 17,841 | $9.2M | Add +0.6% |
| AAPL Apple Inc. | 4.63% | 34,732 | $8.8M | Reduce -2.8% |
| GOOGL Alphabet Inc. Class A | 4.54% | 35,657 | $8.7M | Reduce -0.6% |
| AMZN Amazon.com Inc. | 3.75% | 32,571 | $7.2M | Reduce -2.9% |
| AVGO Broadcom Inc. | 3.51% | 20,318 | $6.7M | Add +5.5% |
| RKLB Rocket Lab Corp. | 2.64% | 105,170 | $5.0M | Add +28.4% |
| FLOT iShares Floating Rate Bond E | 2.08% | 77,719 | $4.0M | Add +2.4% |
| CRWD CrowdStrike Holdings Inc. Class A | 1.97% | 7,672 | $3.8M | Add +8.0% |
| GOOG Alphabet Inc. Class C | 1.85% | 14,513 | $3.5M | Add +1.4% |
| ETN Eaton Corp. PLC | 1.66% | 8,478 | $3.2M | Reduce -1.4% |
| ANET Arista Networks Inc. | 1.58% | 20,770 | $3.0M | Add +3.5% |
| FPE FT-Preferred Secur & Inc. ETF | 1.46% | 152,451 | $2.8M | Add +1.8% |
| APP AppLovin Corp. Class A | 1.36% | 3,603 | $2.6M | Add +2.1% |
| DVY iShares Select Dividend ETF | 1.16% | 15,653 | $2.2M | Reduce -3.4% |
| META Meta Platforms Inc. Class A | 1.15% | 2,982 | $2.2M | Add +4.2% |
| JAAA Janus Henderson Aaa Clo ETF | 1.12% | 42,278 | $2.1M | Add +32.4% |
| IJH iShares Core S&P Midcap ETF | 1.00% | 29,390 | $1.9M | Add +2.6% |
| RTX RTX Corp. | 0.95% | 10,860 | $1.8M | Reduce -0.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.92% | 2,631 | $1.8M | Add +0.3% |
| IUSG iShares Core S&P U.S. Growth | 0.92% | 10,638 | $1.8M | Reduce -4.7% |
| MU Micron Technology Inc. | 0.90% | 10,228 | $1.7M | Add +7.7% |
| TT Trane Technologies PLC | 0.89% | 4,045 | $1.7M | No change |
| PANW Palo Alto Networks Inc. | 0.89% | 8,346 | $1.7M | Add +34.8% |
| TIP iShares Tips Bond ETF | 0.89% | 15,260 | $1.7M | Reduce -1.3% |
| MA Mastercard Inc. Class A | 0.89% | 2,977 | $1.7M | Add +5.0% |
| IJR iShares Core S&P Small-Cap E | 0.86% | 13,828 | $1.6M | Add +3.6% |
| CLS Celestica Inc. | 0.82% | 6,347 | $1.6M | Add +11.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.81% | 3,091 | $1.6M | Add +6.7% |
| VTI VG Morningstar TS MKT ETF-US | 0.77% | 4,501 | $1.5M | Add +25.6% |
| JPM JPMorgan Chase & Co. | 0.77% | 4,657 | $1.5M | Reduce -0.3% |
| CLOZ Eldridge BBB-B Clo ETF | 0.75% | 53,467 | $1.4M | Add +188.2% |
| ISTB iShares Core 1-5 Year Usd Bo | 0.70% | 27,203 | $1.3M | Reduce -0.9% |
| BA The Boeing Co. | 0.69% | 6,133 | $1.3M | Add +22.7% |
| DFAI Dimensional International Co. | 0.69% | 36,270 | $1.3M | No change |
| GLD SPDR Gold Shares | 0.67% | 3,625 | $1.3M | Add +94.2% |
| IEFA iShares Core MSCI Eafe ETF | 0.66% | 14,426 | $1.3M | Add +7.5% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.66% | 4,271 | $1.3M | Add +6.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.64% | 2,050 | $1.2M | Add +5.8% |
| SHV iShares 0-1 Year Treasury Bo | 0.64% | 11,116 | $1.2M | Reduce -2.7% |
| SMH Vaneck Semiconductor ETF | 0.63% | 3,663 | $1.2M | Add +8.5% |
| TFLO iShares Treasury Floating Ra | 0.62% | 23,435 | $1.2M | Add +0.3% |
| IEMG iShares Core MSCI Emerging | 0.61% | 17,732 | $1.2M | No change |
| ASML ASML Holding NV-NY Reg SHS | 0.59% | 1,168 | $1.1M | Reduce -17.9% |
| ABBV Abbvie Inc. | 0.56% | 4,627 | $1.1M | No change |
| ORCL Oracle Corp. | 0.55% | 3,751 | $1.1M | Add +57.6% |
| HD Home Depot Inc. | 0.53% | 2,482 | $1.0M | No change |
| TSLA Tesla Inc. | 0.48% | 2,043 | $909K | Reduce -4.7% |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.47% | 20,513 | $888K | Reduce -1.5% |
| GEV GE Vernova Inc. | 0.46% | 1,441 | $886K | Add +14.3% |
| PLTR Palantir Technologies Inc. Class A | 0.45% | 4,698 | $857K | Add +57.8% |
| CVX Chevron Corp. | 0.45% | 5,510 | $856K | Reduce -9.2% |
| COST Costco Wholesale Corp. | 0.44% | 906 | $839K | Add +18.0% |
| GDX Vaneck Gold Miners ETF | 0.43% | 10,788 | $824K | New |
| XLE SS Energy Select Sector | 0.42% | 8,912 | $796K | Reduce -5.6% |
| LLY Eli Lilly & Co. | 0.41% | 1,025 | $782K | Reduce -22.6% |
| VEA Vanguard Ftse Developed ETF | 0.39% | 12,507 | $749K | Add +3.9% |
| VLUE iShares MSCI USA Value Facto | 0.39% | 5,889 | $736K | Reduce -4.7% |
| VOO Vanguard S&P 500 ETF | 0.37% | 1,153 | $706K | Reduce -14.7% |
| AMD Advanced Micro Devices | 0.36% | 4,269 | $691K | Add +38.1% |
| OKLO Oklo Inc. | 0.36% | 6,136 | $685K | Reduce -11.7% |
| RBRK Rubrik Inc. Class A | 0.36% | 8,283 | $681K | Add +143.6% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.34% | 2,121 | $653K | No change |
| NEE Nextera Energy Inc. | 0.33% | 8,454 | $638K | New |
| DGRO iShares Core Dividend Growth | 0.33% | 9,200 | $626K | Reduce -31.9% |
| URI United Rentals Inc. | 0.33% | 655 | $625K | Add +31.0% |
| JEPI JPMorgan Equity Premium Inco | 0.33% | 10,950 | $625K | Reduce -6.8% |
| PPLT Abrdn Physical Platinum SHRS | 0.33% | 4,360 | $623K | New |
| BNDX Vanguard Total Intl Bond ETF | 0.32% | 12,473 | $617K | Reduce -14.2% |
| GOVT iShares US Treasury Bond ETF | 0.31% | 25,913 | $599K | Reduce -0.1% |
| PWR Quanta Services Inc. | 0.31% | 1,440 | $597K | Reduce -9.4% |
| WMT Walmart Inc. | 0.30% | 5,585 | $576K | Reduce -3.9% |
| V Visa Inc. Class A | 0.29% | 1,633 | $558K | Add +12.9% |
| GE General Electric filed as GE AEROSPACE | 0.28% | 1,761 | $530K | Add +21.1% |
| MELI MercadoLibre Inc. | 0.28% | 225 | $526K | Reduce -45.8% |
| PG The Procter & Gamble Co. | 0.27% | 3,393 | $521K | Reduce -2.3% |
| BILS SS Spdrb B 3-12M T-Bill ETF | 0.27% | 5,209 | $518K | Add +6.1% |
| XLK SS Technology Select Sector | 0.27% | 1,833 | $517K | Add +11.6% |
| GILD Gilead Sciences Inc. | 0.27% | 4,639 | $515K | No change |
| ITA iShares U.S. Aerospace & Def | 0.26% | 2,382 | $499K | Add +8.2% |
| PFFA Virtus Infracap US Pref STCK | 0.26% | 22,812 | $495K | Reduce -0.4% |
| BLK BlackRock Inc. | 0.26% | 418 | $488K | Reduce -7.9% |
| LIN Linde PLC | 0.25% | 1,017 | $483K | No change |
| LRCX Lam Research Corp. | 0.25% | 3,520 | $471K | Reduce -13.5% |
| QUAL iShares MSCI USA Quality Fac | 0.25% | 2,418 | $470K | Add +0.0% |
| AIRR First Trust Rba American Ind | 0.24% | 4,650 | $450K | No change |
| SCHD Schwab US DVD Equity ETF | 0.23% | 16,167 | $441K | Reduce -5.0% |
| JNJ Johnson & Johnson | 0.23% | 2,347 | $435K | Add +1.8% |
| AMGN Amgen Inc. | 0.22% | 1,504 | $424K | New |
| ITOT iShares Core S&P Total U.S. | 0.22% | 2,859 | $416K | No change |
| AMAT Applied Materials Inc. | 0.21% | 1,970 | $403K | Reduce -9.2% |
| SRLN SS Blackstone Sr Loan ETF | 0.21% | 9,650 | $401K | Reduce -5.4% |
| ESGD iShares Trust iShares ESG Aw | 0.21% | 4,233 | $394K | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 0.20% | 1,510 | $384K | New |
| VWO Vanguard Ftse Emerging Marke | 0.20% | 7,084 | $384K | Add +2.7% |
| MS Morgan Stanley | 0.20% | 2,350 | $374K | Reduce -1.9% |
| BWXT BWX Technologies Inc. | 0.19% | 1,960 | $361K | Add +29.8% |
| KO The Coca-Cola Co. | 0.19% | 5,331 | $354K | Add +4.9% |
| NBIS Nebius Group NV | 0.18% | 3,130 | $351K | New |
| GAB Gabelli Equity Trust | 0.18% | 57,000 | $347K | No change |
Other holdings (1): bonds, preferreds, convertibles and warrants · $341K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| BOEING CO/THE (BA 6 10/15/27) | DEP CONV PFD A | 4,900 | $341K | Reduce -9.3% |
Total filed on the 13F, all lines: $191.3M.
Portfolio Sells Q2 2025 → Q3 2025
| NOW ServiceNow Inc. | Sold out | 0.00% | −0.99 |
| AMZN Amazon.com Inc. | Reduce -2.9% | 3.75% | −0.72 |
| MELI MercadoLibre Inc. | Reduce -45.8% | 0.28% | −0.38 |
| EWG iShares MSCI Germany ETF | Sold out | 0.00% | −0.22 |
| LLY Eli Lilly & Co. | Reduce -22.6% | 0.41% | −0.22 |
| IBM Intl Business Machines Corp. | Sold out | 0.00% | −0.21 |
| ETN Eaton Corp. PLC | Reduce -1.4% | 1.66% | −0.20 |
| DGRO iShares Core Dividend Growth | Reduce -31.9% | 0.33% | −0.20 |
| BSV Vanguard Short-Term Bond ETF | Sold out | 0.00% | −0.19 |
| ATI Ati Inc. | Sold out | 0.00% | −0.18 |
| ISRG Intuitive Surgical Inc. | Sold out | 0.00% | −0.17 |
| XLV SS Health Care Select Sector | Sold out | 0.00% | −0.16 |
| GNRC Generac Holdings Inc. | Sold out | 0.00% | −0.16 |
| ACN Accenture PLC Class A | Reduce -28.1% | 0.17% | −0.16 |
| MSTR Strategy Inc. | Sold out | 0.00% | −0.15 |
| TIP iShares Tips Bond ETF | Reduce -1.3% | 0.89% | −0.14 |
| DVY iShares Select Dividend ETF | Reduce -3.4% | 1.16% | −0.14 |
| EWZ iShares MSCI Brazil ETF | Sold out | 0.00% | −0.14 |
| XOM Exxon Mobil Corp. | Sold out | 0.00% | −0.13 |
| INDA iShares MSCI India ETF | Sold out | 0.00% | −0.13 |
| TOST Toast Inc. Class A | Sold out | 0.00% | −0.12 |
| DE Deere & Co. | Sold out | 0.00% | −0.12 |
| SHV iShares 0-1 Year Treasury Bo | Reduce -2.7% | 0.64% | −0.12 |
| ISTB iShares Core 1-5 Year Usd Bo | Reduce -0.9% | 0.70% | −0.11 |
| BNDX Vanguard Total Intl Bond ETF | Reduce -14.2% | 0.32% | −0.11 |
| IUSG iShares Core S&P U.S. Growth | Reduce -4.7% | 0.92% | −0.10 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -17.9% | 0.59% | −0.10 |
| VOO Vanguard S&P 500 ETF | Reduce -14.7% | 0.37% | −0.10 |
| CRWV Coreweave Inc. Class A | Reduce -14.1% | 0.15% | −0.09 |
| SHYG iShares 0-5 YR HY Corp. Bond | Reduce -1.5% | 0.47% | −0.08 |
| CVX Chevron Corp. | Reduce -9.2% | 0.45% | −0.08 |
| JEPI JPMorgan Equity Premium Inco | Reduce -6.8% | 0.33% | −0.08 |
| XLE SS Energy Select Sector | Reduce -5.6% | 0.42% | −0.07 |
| PG The Procter & Gamble Co. | Reduce -2.3% | 0.27% | −0.06 |
| NVDA Nvidia Corp. | Reduce -2.3% | 17.91% | −0.06 |
| PWR Quanta Services Inc. | Reduce -9.4% | 0.31% | −0.05 |
| JPM JPMorgan Chase & Co. | Reduce -0.3% | 0.77% | −0.05 |
| GOVT iShares US Treasury Bond ETF | Reduce -0.1% | 0.31% | −0.05 |
| SRLN SS Blackstone Sr Loan ETF | Reduce -5.4% | 0.21% | −0.05 |
| WMT Walmart Inc. | Reduce -3.9% | 0.30% | −0.04 |
| SCHD Schwab US DVD Equity ETF | Reduce -5.0% | 0.23% | −0.04 |
| VLUE iShares MSCI USA Value Facto | Reduce -4.7% | 0.39% | −0.04 |
| DIS The Walt Disney Co. | Reduce -0.6% | 0.14% | −0.04 |
| AIG American International Group | Reduce -1.6% | 0.13% | −0.04 |
| BLK BlackRock Inc. | Reduce -7.9% | 0.26% | −0.03 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -5.7% | 0.14% | −0.03 |
| PFFA Virtus Infracap US Pref STCK | Reduce -0.4% | 0.26% | −0.03 |
| AMAT Applied Materials Inc. | Reduce -9.2% | 0.21% | −0.03 |
| LMT Lockheed Martin Corp. | Reduce -1.6% | 0.18% | −0.02 |
| RTX RTX Corp. | Reduce -0.6% | 0.95% | −0.02 |
Portfolio Buys Q2 2025 → Q3 2025
| RKLB Rocket Lab Corp. | Add +28.4% | 2.64% | +0.86 |
| APP AppLovin Corp. Class A | Add +2.1% | 1.36% | +0.61 |
| CLOZ Eldridge BBB-B Clo ETF | Add +188.2% | 0.75% | +0.45 |
| GDX Vaneck Gold Miners ETF | New | 0.43% | +0.43 |
| ANET Arista Networks Inc. | Add +3.5% | 1.58% | +0.34 |
| NEE Nextera Energy Inc. | New | 0.33% | +0.33 |
| GLD SPDR Gold Shares | Add +94.2% | 0.67% | +0.33 |
| PPLT Abrdn Physical Platinum SHRS | New | 0.33% | +0.33 |
| GOOG Alphabet Inc. Class C | Add +1.4% | 1.85% | +0.31 |
| AVGO Broadcom Inc. | Add +5.5% | 3.51% | +0.29 |
| CLS Celestica Inc. | Add +11.3% | 0.82% | +0.28 |
| ORCL Oracle Corp. | Add +57.6% | 0.55% | +0.24 |
| AMGN Amgen Inc. | New | 0.22% | +0.22 |
| PLTR Palantir Technologies Inc. Class A | Add +57.8% | 0.45% | +0.20 |
| VB Vanguard Most SM-Cap ETF-Usd | New | 0.20% | +0.20 |
| MU Micron Technology Inc. | Add +7.7% | 0.90% | +0.19 |
| NBIS Nebius Group NV | New | 0.18% | +0.18 |
| SYM Symbotic Inc. | New | 0.17% | +0.17 |
| RBRK Rubrik Inc. Class A | Add +143.6% | 0.36% | +0.17 |
| AVUV Avantis US Small Cap Value | New | 0.17% | +0.17 |
| VIG Vanguard Dividend Apprec ETF | New | 0.15% | +0.15 |
| JAAA Janus Henderson Aaa Clo ETF | Add +32.4% | 1.12% | +0.14 |
| IETC iShares U.S. Tech Independen | New | 0.14% | +0.14 |
| IVV iShares Core S&P 500 ETF | New | 0.13% | +0.13 |
| AVAV Aerovironment Inc. | New | 0.13% | +0.13 |
| SITM Sitime Corp. | New | 0.12% | +0.12 |
| PANW Palo Alto Networks Inc. | Add +34.8% | 0.89% | +0.12 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.12% | +0.12 |
| VTI VG Morningstar TS MKT ETF-US | Add +25.6% | 0.77% | +0.11 |
| BUFD FT VST Lad Deep Buf ETF-Usdi | New | 0.11% | +0.11 |
| IESC Ies Holdings Inc. | New | 0.11% | +0.11 |
| FLXR TCW Flexible Income ETF | New | 0.11% | +0.11 |
| URI United Rentals Inc. | Add +31.0% | 0.33% | +0.10 |
| AMD Advanced Micro Devices | Add +38.1% | 0.36% | +0.10 |
| GEV GE Vernova Inc. | Add +14.3% | 0.46% | +0.06 |
| BA The Boeing Co. | Add +22.7% | 0.69% | +0.06 |
| BWXT BWX Technologies Inc. | Add +29.8% | 0.19% | +0.06 |
| SMH Vaneck Semiconductor ETF | Add +8.5% | 0.63% | +0.06 |
| GE General Electric | Add +21.1% | 0.28% | +0.05 |
| XLK SS Technology Select Sector | Add +11.6% | 0.27% | +0.02 |
| JNJ Johnson & Johnson | Add +1.8% | 0.23% | +0.01 |
| ITA iShares U.S. Aerospace & Def | Add +8.2% | 0.26% | +0.01 |
| IBIT iShares Bitcoin Trust ETF | Add +14.8% | 0.13% | +0.01 |
| QQQ Invesco QQQ Trust Series 1 | Add +5.8% | 0.64% | −0.00 |
| VWO Vanguard Ftse Emerging Marke | Add +2.7% | 0.20% | −0.01 |
| DKNG Draftkings Inc. Class A | Add +24.7% | 0.12% | −0.01 |
| CIBR First Trust Nasdaq Cybersecu | Add +7.8% | 0.13% | −0.01 |
| V Visa Inc. Class A | Add +12.9% | 0.29% | −0.02 |
| IEFA iShares Core MSCI Eafe ETF | Add +7.5% | 0.66% | −0.02 |
| QUAL iShares MSCI USA Quality Fac | Add +0.0% | 0.25% | −0.02 |
Notes & Other Activity Q2 2025 → Q3 2025
| NEXTERA ENERGY INC (NEE 6.926 09/01/25) | UNIT 09/01/2025 | Sold out | 15,069 | $599Kbefore exit |
| BOEING CO/THE (BA 6 10/15/27) | DEP CONV PFD A | Reduce -9.3% | 4,900 | $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 |