Darden Wealth Group Inc

Name: Darden Wealth Group Inc 13F holdings, Q3 2025
Creator: Darden Wealth Group Inc
Published: 2025-11-10

Q2 2026Q1 2026Q4 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024

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
LMT Lockheed Martin Corp.	0.18%	687	$343K	Reduce -1.6%
VIS Vanguard Industrials ETF	0.18%	1,130	$335K	No change
SYM Symbotic Inc.	0.17%	6,150	$331K	New
RSP Invesco S&P 500 Equal Weight	0.17%	1,710	$324K	No change
AVUV Avantis US Small Cap Value	0.17%	3,200	$318K	New
ACN Accenture PLC Class A	0.17%	1,287	$317K	Reduce -28.1%
VIG Vanguard Dividend Apprec ETF	0.15%	1,368	$295K	New
CRWV Coreweave Inc. Class A	0.15%	2,110	$289K	Reduce -14.1%
DIS The Walt Disney Co. filed as DISNEY WALT CO	0.14%	2,367	$271K	Reduce -0.6%
IUSB Ishr CR Unvrse Usd BD ETF-Ui	0.14%	5,801	$271K	Reduce -5.7%
IETC iShares U.S. Tech Independen	0.14%	2,600	$265K	New
NOC Northrop Grumman Corp.	0.14%	430	$262K	No change
IVV iShares Core S&P 500 ETF	0.13%	377	$253K	New
IBIT iShares Bitcoin Trust ETF	0.13%	3,882	$252K	Add +14.8%
TJX TJX Companies Inc. filed as TJX COS INC NEW	0.13%	1,705	$246K	No change
AIG American International Group	0.13%	3,133	$246K	Reduce -1.6%
CAT Caterpillar Inc.	0.13%	515	$246K	Reduce -3.7%
AVAV Aerovironment Inc.	0.13%	780	$246K	New
DSI iShares ESG MSCI KLD 400 ETF	0.13%	1,907	$240K	No change
CIBR First Trust Nasdaq Cybersecu	0.13%	3,160	$240K	Add +7.8%
SITM Sitime Corp.	0.12%	780	$235K	New
TSM Taiwan Semiconductor-SP ADR	0.12%	825	$231K	New
DKNG Draftkings Inc. Class A	0.12%	6,060	$227K	Add +24.7%
APO Apollo Global Management Inc.	0.12%	1,700	$227K	No change
BUFD FT VST Lad Deep Buf ETF-Usdi	0.11%	7,702	$213K	New
BSCW Invesco Bulletshares 2032 CB	0.11%	10,000	$209K	No change
BSCT Invesco Bulletshares 2029 CB	0.11%	11,000	$207K	No change
IESC Ies Holdings Inc. filed as IES HLDGS INC	0.11%	520	$207K	New
BSCS Invesco Bulletshares 2028 CB	0.11%	10,000	$206K	No change
FLXR TCW Flexible Income ETF	0.11%	5,150	$205K	New
BSCU Invesco Bulletshares 2030 CB	0.11%	12,000	$203K	No change
BSCV Invesco Bulletshares 2031 CB	0.10%	12,000	$200K	No change
SACH Sachem Capital Corp.	0.02%	32,016	$36K	Reduce -13.5%

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