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

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 Q2 2025 Q3 2025: $191.0M Q3 2025 Q4 2025: $205.8M $205.8M Q4 2025 Q1 2026: $195.9M Q1 2026 Q2 2026: $252.0M Q2 2026

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%
BWXT BWX Technologies Inc. 0.16% 1,960 $339K No change
VIS Vanguard Industrials ETF 0.16% 1,130 $337K No change
EPAM Epam Systems Inc. 0.16% 1,600 $328K New
RSP Invesco S&P 500 Equal Weight 0.16% 1,710 $328K No change
KTOS Kratos Defense & Security 0.16% 4,300 $326K New
ACN Accenture PLC Class A 0.15% 1,187 $318K Reduce -7.8%
PFFA Virtus Infracap US Pref STCK 0.15% 14,716 $317K Reduce -35.5%
AVUV Avantis US Small Cap Value 0.15% 3,100 $316K Reduce -3.1%
SITM Sitime Corp. 0.15% 880 $311K Add +12.8%
LMT Lockheed Martin Corp. 0.15% 630 $305K Reduce -8.3%
MELI MercadoLibre Inc. 0.15% 150 $302K Reduce -33.3%
VIG Vanguard Dividend Apprec ETF 0.15% 1,371 $301K Add +0.2%
INOD Innodata Inc. 0.14% 5,801 $296K New
ALAB Astera Labs Inc. 0.14% 1,775 $295K New
IREN Iren Ltd. filed as IREN LIMITED 0.14% 7,776 $294K New
CAT Caterpillar Inc. 0.14% 510 $292K Reduce -1.0%
GNRC Generac Holdings Inc. 0.13% 2,000 $273K New
IUSB Ishr CR Unvrse Usd BD ETF-Ui 0.13% 5,796 $270K Reduce -0.1%
AIG American International Group 0.13% 3,133 $268K No change
IETC iShares U.S. Tech Independen 0.13% 2,600 $264K No change
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.13% 1,705 $262K No change
FLXR TCW Flexible Income ETF 0.13% 6,500 $257K Add +26.2%
APO Apollo Global Management Inc. 0.12% 1,700 $246K No change
DSI iShares ESG MSCI KLD 400 ETF 0.12% 1,907 $246K No change
NOC Northrop Grumman Corp. 0.12% 430 $245K No change
NBIS Nebius Group NV 0.12% 2,865 $240K Reduce -8.5%
IVV iShares Core S&P 500 ETF 0.12% 349 $239K Reduce -7.4%
BUFD FT VST Lad Deep Buf ETF-Usdi 0.11% 8,202 $232K Add +6.5%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.11% 2,032 $231K Reduce -14.2%
ISRG Intuitive Surgical Inc. 0.11% 400 $227K New
CEG Constellation Energy 0.10% 600 $212K New
CIBR First Trust Nasdaq Cybersecu 0.10% 2,960 $212K Reduce -6.3%
BSCW Invesco Bulletshares 2032 CB 0.10% 10,000 $209K No change
BSCT Invesco Bulletshares 2029 CB 0.10% 11,000 $207K No change
BSCS Invesco Bulletshares 2028 CB 0.10% 10,000 $206K No change
SOXX iShares Semiconductor ETF 0.10% 683 $206K New
AVAV Aerovironment Inc. 0.10% 850 $206K Add +9.0%
FIX Comfort Systems USA Inc. 0.10% 220 $205K New
QCOM Qualcomm Inc. 0.10% 1,196 $205K New
BSCU Invesco Bulletshares 2030 CB 0.10% 12,000 $203K No change
IESC Ies Holdings Inc. filed as IES HLDGS INC 0.10% 520 $202K No change
XOM Exxon Mobil Corp. 0.10% 1,675 $202K New
TOST Toast Inc. Class A 0.10% 5,670 $201K New
BSCV Invesco Bulletshares 2031 CB 0.10% 12,000 $200K No change
JUST Goldman Sachs Just US LRG 0.10% 2,070 $200K New
EWZ iShares MSCI Brazil ETF 0.10% 6,300 $200K New
SACH Sachem Capital Corp. 0.01% 25,000 $26K Reduce -21.9%
Other holdings (1): bonds, preferreds, convertibles and warrants · $338K (not counted above)
SecurityClassShares / PrincipalValueChange
BOEING CO/THE (BA 6 10/15/27) DEP CONV PFD A 4,900$338KNo 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

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