Darden Wealth Group Inc
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 9, 2026), Darden Wealth Group Inc reported 147 stock positions worth $205.8 million. Its top holding was Nvidia (NVDA) at 16.3% of the portfolio, followed by Alphabet Class A (GOOGL, 5.4%) and Apple (AAPL, 4.6%). Compared with Q3 2025, it opened 18 new positions, sold out of 4, added to 47 and reduced 50. The biggest buy was Rocket Lab (RKLB, shares +2%) and the biggest sale Nvidia (NVDA, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- ANN ARBOR, MI
- CIK
- 0002011221
- Portfolio Value
- $205.8M (Q4 2025)
- SEC Filing
- 0002011221-26-000001 ↗ filed Feb 9, 2026
Holdings Value
Holdings 147 stocks · $205.8M
| NVDA Nvidia Corp. | 16.32% | 180,122 | $33.6M | Reduce -1.8% |
| GOOGL Alphabet Inc. Class A | 5.42% | 35,612 | $11.1M | Reduce -0.1% |
| AAPL Apple Inc. | 4.61% | 34,876 | $9.5M | Add +0.4% |
| MSFT Microsoft Corp. | 4.36% | 18,536 | $9.0M | Add +3.9% |
| AMZN Amazon.com Inc. | 3.75% | 33,463 | $7.7M | Add +2.7% |
| AVGO Broadcom Inc. | 3.74% | 22,209 | $7.7M | Add +9.3% |
| RKLB Rocket Lab Corp. | 3.63% | 107,082 | $7.5M | Add +1.8% |
| GOOG Alphabet Inc. Class C | 2.27% | 14,875 | $4.7M | Add +2.5% |
| CRWD CrowdStrike Holdings Inc. Class A | 2.06% | 9,025 | $4.2M | Add +17.6% |
| FLOT iShares Floating Rate Bond E | 1.97% | 79,647 | $4.1M | Add +2.5% |
| MU Micron Technology Inc. | 1.44% | 10,376 | $3.0M | Add +1.4% |
| ANET Arista Networks Inc. | 1.44% | 22,574 | $3.0M | Add +8.7% |
| FPE FT-Preferred Secur & Inc. ETF | 1.34% | 151,629 | $2.8M | Reduce -0.5% |
| ETN Eaton Corp. PLC | 1.24% | 8,021 | $2.6M | Reduce -5.4% |
| APP AppLovin Corp. Class A | 1.22% | 3,719 | $2.5M | Add +3.2% |
| JAAA Janus Henderson Aaa Clo ETF | 1.15% | 46,920 | $2.4M | Add +11.0% |
| RTX RTX Corp. | 1.09% | 12,207 | $2.2M | Add +12.4% |
| CLS Celestica Inc. | 1.09% | 7,563 | $2.2M | Add +19.2% |
| DVY iShares Select Dividend ETF | 0.96% | 14,045 | $2.0M | Reduce -10.3% |
| META Meta Platforms Inc. Class A | 0.91% | 2,835 | $1.9M | Reduce -4.9% |
| IJH iShares Core S&P Midcap ETF | 0.91% | 28,277 | $1.9M | Reduce -3.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.87% | 2,625 | $1.8M | Reduce -0.2% |
| IUSG iShares Core S&P U.S. Growth | 0.85% | 10,374 | $1.7M | Reduce -2.5% |
| MA Mastercard Inc. Class A | 0.83% | 2,977 | $1.7M | No change |
| CLOZ Eldridge BBB-B Clo ETF | 0.81% | 63,135 | $1.7M | Add +18.1% |
| TIP iShares Tips Bond ETF | 0.80% | 14,898 | $1.6M | Reduce -2.4% |
| GLD SPDR Gold Shares | 0.79% | 4,123 | $1.6M | Add +13.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.78% | 3,182 | $1.6M | Add +2.9% |
| SMH Vaneck Semiconductor ETF | 0.77% | 4,405 | $1.6M | Add +20.3% |
| IJR iShares Core S&P Small-Cap E | 0.77% | 13,130 | $1.6M | Reduce -5.0% |
| TT Trane Technologies PLC | 0.77% | 4,045 | $1.6M | No change |
| BA The Boeing Co. | 0.74% | 7,050 | $1.5M | Add +14.9% |
| VTI VG Morningstar TS MKT ETF-US | 0.73% | 4,501 | $1.5M | No change |
| JPM JPMorgan Chase & Co. | 0.73% | 4,670 | $1.5M | Add +0.3% |
| PANW Palo Alto Networks Inc. | 0.73% | 8,151 | $1.5M | Reduce -2.3% |
| GDX Vaneck Gold Miners ETF | 0.66% | 15,922 | $1.4M | Add +47.6% |
| ISTB iShares Core 1-5 Year Usd Bo | 0.63% | 26,718 | $1.3M | Reduce -1.8% |
| QQQ Invesco QQQ Trust Series 1 | 0.61% | 2,039 | $1.3M | Reduce -0.5% |
| ASML ASML Holding NV-NY Reg SHS | 0.61% | 1,168 | $1.3M | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.60% | 4,271 | $1.2M | No change |
| GEV GE Vernova Inc. | 0.59% | 1,856 | $1.2M | Add +28.8% |
| SHV iShares 0-1 Year Treasury Bo | 0.59% | 11,004 | $1.2M | Reduce -1.0% |
| LLY Eli Lilly & Co. | 0.59% | 1,125 | $1.2M | Add +9.8% |
| TFLO iShares Treasury Floating Ra | 0.58% | 23,761 | $1.2M | Add +1.4% |
| IEMG iShares Core MSCI Emerging | 0.57% | 17,551 | $1.2M | Reduce -1.0% |
| IEFA iShares Core MSCI Eafe ETF | 0.57% | 13,026 | $1.2M | Reduce -9.7% |
| DFAI Dimensional International Co. | 0.55% | 29,670 | $1.1M | Reduce -18.2% |
| ABBV Abbvie Inc. | 0.53% | 4,775 | $1.1M | Add +3.2% |
| TSLA Tesla Inc. | 0.44% | 2,023 | $910K | Reduce -1.0% |
| PLTR Palantir Technologies Inc. Class A | 0.43% | 4,928 | $876K | Add +4.9% |
| AMD Advanced Micro Devices | 0.42% | 4,054 | $868K | Reduce -5.0% |
| HD Home Depot Inc. | 0.42% | 2,482 | $854K | No change |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.40% | 19,333 | $829K | Reduce -5.8% |
| VLUE iShares MSCI USA Value Facto | 0.39% | 5,868 | $802K | Reduce -0.4% |
| SYM Symbotic Inc. | 0.39% | 13,475 | $802K | Add +119.1% |
| VEA Vanguard Ftse Developed ETF | 0.38% | 12,515 | $782K | Add +0.1% |
| XLE SS Energy Select Sector | 0.37% | 17,243 | $771K | Reduce -3.3% |
| VOO Vanguard S&P 500 ETF | 0.36% | 1,177 | $738K | Add +2.1% |
| CVX Chevron Corp. | 0.35% | 4,789 | $730K | Reduce -13.1% |
| PWR Quanta Services Inc. | 0.35% | 1,700 | $718K | Add +18.1% |
| COST Costco Wholesale Corp. | 0.35% | 831 | $717K | Reduce -8.3% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.32% | 2,121 | $668K | No change |
| NEE Nextera Energy Inc. | 0.32% | 8,316 | $668K | Reduce -1.6% |
| WMT Walmart Inc. | 0.31% | 5,795 | $646K | Add +3.8% |
| USRT iShares Core US REIT ETF | 0.31% | 11,300 | $644K | New |
| JEPI JPMorgan Equity Premium Inco | 0.31% | 11,225 | $643K | Add +2.5% |
| RBRK Rubrik Inc. Class A | 0.31% | 8,394 | $642K | Add +1.3% |
| DGRO iShares Core Dividend Growth | 0.31% | 9,200 | $639K | No change |
| V Visa Inc. Class A | 0.30% | 1,759 | $617K | Add +7.7% |
| BNDX Vanguard Total Intl Bond ETF | 0.29% | 12,477 | $603K | Add +0.0% |
| GOVT iShares US Treasury Bond ETF | 0.29% | 25,903 | $596K | Reduce -0.0% |
| LRCX Lam Research Corp. | 0.29% | 3,470 | $594K | Reduce -1.4% |
| ORCL Oracle Corp. | 0.29% | 3,046 | $594K | Reduce -18.8% |
| GE General Electric filed as GE AEROSPACE | 0.28% | 1,881 | $579K | Add +6.8% |
| XLK SS Technology Select Sector | 0.28% | 4,003 | $576K | Add +9.2% |
| GILD Gilead Sciences Inc. | 0.27% | 4,539 | $557K | Reduce -2.2% |
| ITA iShares U.S. Aerospace & Def | 0.26% | 2,522 | $542K | Add +5.9% |
| BILS SS Spdrb B 3-12M T-Bill ETF | 0.25% | 5,209 | $517K | No change |
| AMAT Applied Materials Inc. | 0.25% | 1,970 | $506K | No change |
| AMGN Amgen Inc. | 0.24% | 1,504 | $492K | No change |
| JNJ Johnson & Johnson | 0.24% | 2,347 | $486K | No change |
| PG The Procter & Gamble Co. | 0.23% | 3,353 | $481K | Reduce -1.2% |
| QUAL iShares MSCI USA Quality Fac | 0.23% | 2,393 | $475K | Reduce -1.0% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.23% | 8,112 | $471K | New |
| URI United Rentals Inc. | 0.23% | 580 | $469K | Reduce -11.4% |
| OKLO Oklo Inc. | 0.23% | 6,538 | $469K | Add +6.5% |
| AIRR First Trust Rba American Ind | 0.22% | 4,701 | $462K | Add +1.1% |
| SLV iShares Silver Trust | 0.22% | 6,886 | $444K | New |
| VWO Vanguard Ftse Emerging Marke | 0.21% | 8,184 | $440K | Add +15.5% |
| BLK BlackRock Inc. | 0.21% | 402 | $431K | Reduce -3.8% |
| LIN Linde PLC | 0.21% | 1,006 | $429K | Reduce -1.1% |
| SCHD Schwab US DVD Equity ETF | 0.20% | 15,319 | $420K | Reduce -5.3% |
| MS Morgan Stanley | 0.20% | 2,350 | $417K | No change |
| ITOT iShares Core S&P Total U.S. | 0.20% | 2,772 | $412K | Reduce -3.0% |
| ESGD iShares Trust iShares ESG Aw | 0.20% | 4,233 | $403K | No change |
| SRLN SS Blackstone Sr Loan ETF | 0.19% | 9,500 | $392K | Reduce -1.6% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.19% | 1,510 | $390K | No change |
| KO The Coca-Cola Co. | 0.18% | 5,331 | $373K | No change |
| GAB Gabelli Equity Trust | 0.17% | 57,000 | $352K | No change |
| TSM Taiwan Semiconductor-SP ADR | 0.17% | 1,120 | $340K | Add +35.8% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $338K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| BOEING CO/THE (BA 6 10/15/27) | DEP CONV PFD A | 4,900 | $338K | No change |
Total filed on the 13F, all lines: $206.1M.
Portfolio Sells Q3 2025 → Q4 2025
| NVDA Nvidia Corp. | Reduce -1.8% | 16.32% | −1.59 |
| ETN Eaton Corp. PLC | Reduce -5.4% | 1.24% | −0.42 |
| PPLT Abrdn Physical Platinum SHRS | Sold out | 0.00% | −0.33 |
| ORCL Oracle Corp. | Reduce -18.8% | 0.29% | −0.26 |
| META Meta Platforms Inc. Class A | Reduce -4.9% | 0.91% | −0.24 |
| DVY iShares Select Dividend ETF | Reduce -10.3% | 0.96% | −0.20 |
| PANW Palo Alto Networks Inc. | Reduce -2.3% | 0.73% | −0.16 |
| CRWV Coreweave Inc. Class A | Sold out | 0.00% | −0.15 |
| DFAI Dimensional International Co. | Reduce -18.2% | 0.55% | −0.14 |
| IBIT iShares Bitcoin Trust ETF | Sold out | 0.00% | −0.13 |
| MELI MercadoLibre Inc. | Reduce -33.3% | 0.15% | −0.13 |
| DKNG Draftkings Inc. Class A | Sold out | 0.00% | −0.12 |
| FPE FT-Preferred Secur & Inc. ETF | Reduce -0.5% | 1.34% | −0.11 |
| PFFA Virtus Infracap US Pref STCK | Reduce -35.5% | 0.15% | −0.11 |
| URI United Rentals Inc. | Reduce -11.4% | 0.23% | −0.10 |
| IJH iShares Core S&P Midcap ETF | Reduce -3.8% | 0.91% | −0.10 |
| IJR iShares Core S&P Small-Cap E | Reduce -5.0% | 0.77% | −0.09 |
| CVX Chevron Corp. | Reduce -13.1% | 0.35% | −0.09 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -9.7% | 0.57% | −0.09 |
| TIP iShares Tips Bond ETF | Reduce -2.4% | 0.80% | −0.09 |
| COST Costco Wholesale Corp. | Reduce -8.3% | 0.35% | −0.09 |
| IUSG iShares Core S&P U.S. Growth | Reduce -2.5% | 0.85% | −0.07 |
| NBIS Nebius Group NV | Reduce -8.5% | 0.12% | −0.07 |
| ISTB iShares Core 1-5 Year Usd Bo | Reduce -1.8% | 0.63% | −0.06 |
| SHYG iShares 0-5 YR HY Corp. Bond | Reduce -5.8% | 0.40% | −0.06 |
| SHV iShares 0-1 Year Treasury Bo | Reduce -1.0% | 0.59% | −0.05 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.2% | 0.87% | −0.05 |
| BLK BlackRock Inc. | Reduce -3.8% | 0.21% | −0.05 |
| LIN Linde PLC | Reduce -1.1% | 0.21% | −0.04 |
| XLE SS Energy Select Sector | Reduce -3.3% | 0.37% | −0.04 |
| PG The Procter & Gamble Co. | Reduce -1.2% | 0.23% | −0.04 |
| IEMG iShares Core MSCI Emerging | Reduce -1.0% | 0.57% | −0.04 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -0.5% | 0.61% | −0.04 |
| TSLA Tesla Inc. | Reduce -1.0% | 0.44% | −0.03 |
| LMT Lockheed Martin Corp. | Reduce -8.3% | 0.15% | −0.03 |
| DIS The Walt Disney Co. | Reduce -14.2% | 0.11% | −0.03 |
| SCHD Schwab US DVD Equity ETF | Reduce -5.3% | 0.20% | −0.03 |
| GOVT iShares US Treasury Bond ETF | Reduce -0.0% | 0.29% | −0.02 |
| CIBR First Trust Nasdaq Cybersecu | Reduce -6.3% | 0.10% | −0.02 |
| SRLN SS Blackstone Sr Loan ETF | Reduce -1.6% | 0.19% | −0.02 |
| ITOT iShares Core S&P Total U.S. | Reduce -3.0% | 0.20% | −0.02 |
| IVV iShares Core S&P 500 ETF | Reduce -7.4% | 0.12% | −0.02 |
| QUAL iShares MSCI USA Quality Fac | Reduce -1.0% | 0.23% | −0.02 |
| AVUV Avantis US Small Cap Value | Reduce -3.1% | 0.15% | −0.01 |
| ACN Accenture PLC Class A | Reduce -7.8% | 0.15% | −0.01 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -0.1% | 0.13% | −0.01 |
| NEE Nextera Energy Inc. | Reduce -1.6% | 0.32% | −0.01 |
| SACH Sachem Capital Corp. | Reduce -21.9% | 0.01% | −0.01 |
| GILD Gilead Sciences Inc. | Reduce -2.2% | 0.27% | +0.00 |
| VLUE iShares MSCI USA Value Facto | Reduce -0.4% | 0.39% | +0.00 |
Portfolio Buys Q3 2025 → Q4 2025
| RKLB Rocket Lab Corp. | Add +1.8% | 3.63% | +0.99 |
| MU Micron Technology Inc. | Add +1.4% | 1.44% | +0.54 |
| GOOG Alphabet Inc. Class C | Add +2.5% | 2.27% | +0.42 |
| USRT iShares Core US REIT ETF | New | 0.31% | +0.31 |
| CLS Celestica Inc. | Add +19.2% | 1.09% | +0.27 |
| GDX Vaneck Gold Miners ETF | Add +47.6% | 0.66% | +0.23 |
| JEPQ JPM Nasdaq Equity Premium | New | 0.23% | +0.23 |
| AVGO Broadcom Inc. | Add +9.3% | 3.74% | +0.23 |
| SYM Symbotic Inc. | Add +119.1% | 0.39% | +0.22 |
| SLV iShares Silver Trust | New | 0.22% | +0.22 |
| LLY Eli Lilly & Co. | Add +9.8% | 0.59% | +0.18 |
| EPAM Epam Systems Inc. | New | 0.16% | +0.16 |
| KTOS Kratos Defense & Security | New | 0.16% | +0.16 |
| SMH Vaneck Semiconductor ETF | Add +20.3% | 0.77% | +0.14 |
| INOD Innodata Inc. | New | 0.14% | +0.14 |
| ALAB Astera Labs Inc. | New | 0.14% | +0.14 |
| IREN Iren Ltd. | New | 0.14% | +0.14 |
| RTX RTX Corp. | Add +12.4% | 1.09% | +0.14 |
| GNRC Generac Holdings Inc. | New | 0.13% | +0.13 |
| GEV GE Vernova Inc. | Add +28.8% | 0.59% | +0.13 |
| GLD SPDR Gold Shares | Add +13.7% | 0.79% | +0.12 |
| ISRG Intuitive Surgical Inc. | New | 0.11% | +0.11 |
| CEG Constellation Energy | New | 0.10% | +0.10 |
| SOXX iShares Semiconductor ETF | New | 0.10% | +0.10 |
| FIX Comfort Systems USA Inc. | New | 0.10% | +0.10 |
| QCOM Qualcomm Inc. | New | 0.10% | +0.10 |
| XOM Exxon Mobil Corp. | New | 0.10% | +0.10 |
| TOST Toast Inc. Class A | New | 0.10% | +0.10 |
| JUST Goldman Sachs Just US LRG | New | 0.10% | +0.10 |
| EWZ iShares MSCI Brazil ETF | New | 0.10% | +0.10 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +17.6% | 2.06% | +0.09 |
| CLOZ Eldridge BBB-B Clo ETF | Add +18.1% | 0.81% | +0.06 |
| BA The Boeing Co. | Add +14.9% | 0.74% | +0.05 |
| TSM Taiwan Semiconductor-SP ADR | Add +35.8% | 0.17% | +0.04 |
| PWR Quanta Services Inc. | Add +18.1% | 0.35% | +0.04 |
| JAAA Janus Henderson Aaa Clo ETF | Add +11.0% | 1.15% | +0.03 |
| SITM Sitime Corp. | Add +12.8% | 0.15% | +0.03 |
| FLXR TCW Flexible Income ETF | Add +26.2% | 0.13% | +0.02 |
| VWO Vanguard Ftse Emerging Marke | Add +15.5% | 0.21% | +0.01 |
| WMT Walmart Inc. | Add +3.8% | 0.31% | +0.01 |
| XLK SS Technology Select Sector | Add +9.2% | 0.28% | +0.01 |
| AMZN Amazon.com Inc. | Add +2.7% | 3.75% | +0.01 |
| V Visa Inc. Class A | Add +7.7% | 0.30% | +0.01 |
| GE General Electric | Add +6.8% | 0.28% | +0.00 |
| ITA iShares U.S. Aerospace & Def | Add +5.9% | 0.26% | +0.00 |
| BUFD FT VST Lad Deep Buf ETF-Usdi | Add +6.5% | 0.11% | +0.00 |
| VIG Vanguard Dividend Apprec ETF | Add +0.2% | 0.15% | −0.01 |
| AIRR First Trust Rba American Ind | Add +1.1% | 0.22% | −0.01 |
| VOO Vanguard S&P 500 ETF | Add +2.1% | 0.36% | −0.01 |
| VEA Vanguard Ftse Developed ETF | Add +0.1% | 0.38% | −0.01 |
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 |