Darden Wealth Group Inc
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 8, 2026), Darden Wealth Group Inc reported 149 stock positions worth $195.9 million. Its top holding was Nvidia (NVDA) at 15.6% of the portfolio, followed by Alphabet Class A (GOOGL, 5.2%) and Apple (AAPL, 4.4%). Compared with Q4 2025, it opened 20 new positions, sold out of 18, added to 40 and reduced 57. The biggest buy was Micron Technology (MU, shares +10%) and the biggest sale Microsoft (MSFT, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- ANN ARBOR, MI
- CIK
- 0002011221
- Portfolio Value
- $195.9M (Q1 2026)
- SEC Filing
- 0002011221-26-000002 ↗ filed May 8, 2026
Holdings Value
Holdings 149 stocks · $195.9M
| NVDA Nvidia Corp. | 15.56% | 174,847 | $30.5M | Reduce -2.9% |
| GOOGL Alphabet Inc. Class A | 5.19% | 35,378 | $10.2M | Reduce -0.7% |
| AAPL Apple Inc. | 4.37% | 33,729 | $8.6M | Reduce -3.3% |
| RKLB Rocket Lab Corp. | 3.79% | 115,558 | $7.4M | Add +7.9% |
| AMZN Amazon.com Inc. | 3.56% | 33,483 | $7.0M | Add +0.1% |
| AVGO Broadcom Inc. | 3.40% | 21,542 | $6.7M | Reduce -3.0% |
| MSFT Microsoft Corp. | 3.38% | 17,906 | $6.6M | Reduce -3.4% |
| GOOG Alphabet Inc. Class C | 2.14% | 14,642 | $4.2M | Reduce -1.6% |
| FLOT iShares Floating Rate Bond E | 2.03% | 78,065 | $4.0M | Reduce -2.0% |
| MU Micron Technology Inc. | 1.97% | 11,439 | $3.9M | Add +10.2% |
| CRWD CrowdStrike Holdings Inc. Class A | 1.91% | 9,569 | $3.7M | Add +6.0% |
| ANET Arista Networks Inc. | 1.42% | 22,627 | $2.8M | Add +0.2% |
| ETN Eaton Corp. PLC | 1.42% | 7,753 | $2.8M | Reduce -3.3% |
| CLS Celestica Inc. | 1.41% | 9,773 | $2.8M | Add +29.2% |
| FPE FT-Preferred Secur & Inc. ETF | 1.37% | 150,988 | $2.7M | Reduce -0.4% |
| JAAA Janus Henderson Aaa Clo ETF | 1.24% | 48,067 | $2.4M | Add +2.4% |
| RTX RTX Corp. | 1.21% | 12,337 | $2.4M | Add +1.1% |
| DVY iShares Select Dividend ETF | 1.08% | 13,945 | $2.1M | Reduce -0.7% |
| GLD SPDR Gold Shares | 1.06% | 4,824 | $2.1M | Add +17.0% |
| IJH iShares Core S&P Midcap ETF | 0.97% | 28,229 | $1.9M | Reduce -0.2% |
| IEMG iShares Core MSCI Emerging | 0.91% | 25,559 | $1.8M | Add +45.6% |
| APP AppLovin Corp. Class A | 0.90% | 4,413 | $1.8M | Add +18.7% |
| SMH Vaneck Semiconductor ETF | 0.90% | 4,575 | $1.8M | Add +3.9% |
| JPM JPMorgan Chase & Co. | 0.88% | 5,845 | $1.7M | Add +25.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.86% | 2,600 | $1.7M | Reduce -0.9% |
| TT Trane Technologies PLC | 0.86% | 4,030 | $1.7M | Reduce -0.4% |
| IJR iShares Core S&P Small-Cap E | 0.82% | 12,991 | $1.6M | Reduce -1.1% |
| IUSG iShares Core S&P U.S. Growth | 0.80% | 10,164 | $1.6M | Reduce -2.0% |
| GEV GE Vernova Inc. | 0.80% | 1,806 | $1.6M | Reduce -2.7% |
| TIP iShares Tips Bond ETF | 0.80% | 14,220 | $1.6M | Reduce -4.5% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.79% | 1,168 | $1.5M | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.77% | 3,154 | $1.5M | Reduce -0.9% |
| MA Mastercard Inc. Class A | 0.72% | 2,840 | $1.4M | Reduce -4.6% |
| BA The Boeing Co. | 0.70% | 6,925 | $1.4M | Reduce -1.8% |
| ISTB iShares Core 1-5 Year Usd Bo | 0.65% | 26,352 | $1.3M | Reduce -1.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.63% | 3,843 | $1.2M | Reduce -14.6% |
| SHV iShares 0-1 Year Treasury Bo | 0.61% | 10,813 | $1.2M | Reduce -1.7% |
| TFLO iShares Treasury Floating Ra | 0.61% | 23,536 | $1.2M | Reduce -0.9% |
| QQQ Invesco QQQ Trust Series 1 | 0.59% | 2,004 | $1.2M | Reduce -1.7% |
| LLY Eli Lilly & Co. | 0.54% | 1,159 | $1.1M | Add +3.0% |
| XLE SS Energy Select Sector | 0.54% | 17,384 | $1.1M | Add +0.8% |
| ABBV Abbvie Inc. | 0.53% | 4,775 | $1.0M | No change |
| DFAI Dimensional International Co. | 0.52% | 26,170 | $1.0M | Reduce -11.8% |
| CVX Chevron Corp. | 0.51% | 4,809 | $995K | Add +0.4% |
| PWR Quanta Services Inc. | 0.50% | 1,800 | $988K | Add +5.9% |
| META Meta Platforms Inc. Class A | 0.48% | 1,655 | $947K | Reduce -41.6% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.48% | 3,271 | $939K | Reduce -23.4% |
| VWO Vanguard Ftse Emerging Marke | 0.47% | 16,884 | $913K | Add +106.3% |
| PANW Palo Alto Networks Inc. | 0.46% | 5,631 | $903K | Reduce -30.9% |
| VLUE iShares MSCI USA Value Facto | 0.42% | 5,852 | $832K | Reduce -0.3% |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.42% | 19,633 | $831K | Add +1.6% |
| COST Costco Wholesale Corp. | 0.42% | 830 | $827K | Reduce -0.1% |
| HD Home Depot Inc. | 0.42% | 2,482 | $816K | No change |
| AGX Argan Inc. | 0.40% | 1,450 | $790K | New |
| TSLA Tesla Inc. | 0.40% | 2,123 | $789K | Add +4.9% |
| ITA iShares U.S. Aerospace & Def | 0.40% | 3,584 | $784K | Add +42.1% |
| NEE Nextera Energy Inc. | 0.39% | 8,316 | $772K | No change |
| LRCX Lam Research Corp. | 0.39% | 3,565 | $762K | Add +2.7% |
| PLTR Palantir Technologies Inc. Class A | 0.38% | 5,133 | $751K | Add +4.2% |
| HGER Harbor Commodity All Weather | 0.37% | 23,675 | $734K | New |
| AVUV Avantis US Small Cap Value | 0.37% | 6,600 | $729K | Add +112.9% |
| WMT Walmart Inc. | 0.37% | 5,795 | $720K | No change |
| SYM Symbotic Inc. | 0.35% | 12,915 | $687K | Reduce -4.2% |
| BNDX Vanguard Total Intl Bond ETF | 0.35% | 14,278 | $686K | Add +14.4% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.35% | 2,610 | $684K | Add +72.8% |
| VEA Vanguard Ftse Developed ETF | 0.35% | 10,642 | $682K | Reduce -15.0% |
| AMAT Applied Materials Inc. | 0.34% | 1,970 | $673K | No change |
| USRT iShares Core US REIT ETF | 0.34% | 11,300 | $669K | No change |
| JEPI JPMorgan Equity Premium Inco | 0.32% | 11,229 | $637K | Add +0.0% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.32% | 2,121 | $634K | No change |
| GILD Gilead Sciences Inc. | 0.32% | 4,539 | $633K | No change |
| AMD Advanced Micro Devices | 0.32% | 3,089 | $628K | Reduce -23.8% |
| GOVT iShares US Treasury Bond ETF | 0.30% | 25,833 | $592K | Reduce -0.3% |
| TSM Taiwan Semiconductor-SP ADR | 0.29% | 1,670 | $565K | Add +49.1% |
| FTAI Ftai Aviation Ltd. | 0.28% | 2,270 | $556K | New |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.28% | 9,962 | $553K | Add +22.8% |
| FITB Fifth Third Bancorp | 0.28% | 11,858 | $551K | New |
| BILS SS Spdrb B 3-12M T-Bill ETF | 0.28% | 5,526 | $550K | Add +6.1% |
| JNJ Johnson & Johnson | 0.28% | 2,247 | $549K | Reduce -4.3% |
| MRVL Marvell Technology Inc. | 0.28% | 5,465 | $541K | New |
| XLK SS Technology Select Sector | 0.27% | 4,014 | $533K | Add +0.3% |
| SLV iShares Silver Trust | 0.27% | 7,798 | $531K | Add +13.2% |
| AMGN Amgen Inc. | 0.27% | 1,504 | $529K | No change |
| GE General Electric filed as GE AEROSPACE | 0.27% | 1,850 | $525K | Reduce -1.6% |
| AIRR First Trust Rba American Ind | 0.26% | 4,601 | $510K | Reduce -2.1% |
| IEFA iShares Core MSCI Eafe ETF | 0.26% | 5,626 | $509K | Reduce -56.8% |
| V Visa Inc. Class A | 0.26% | 1,657 | $501K | Reduce -5.8% |
| LIN Linde PLC | 0.25% | 1,006 | $499K | No change |
| PG The Procter & Gamble Co. | 0.25% | 3,353 | $484K | No change |
| SCHD Schwab US DVD Equity ETF | 0.24% | 15,321 | $470K | Add +0.0% |
| QUAL iShares MSCI USA Quality Fac | 0.22% | 2,274 | $436K | Reduce -5.0% |
| ESGD iShares Trust iShares ESG Aw | 0.21% | 4,233 | $405K | No change |
| BWXT BWX Technologies Inc. | 0.20% | 1,960 | $401K | No change |
| URI United Rentals Inc. | 0.20% | 550 | $401K | Reduce -5.2% |
| ITOT iShares Core S&P Total U.S. | 0.20% | 2,722 | $388K | Reduce -1.8% |
| MS Morgan Stanley | 0.20% | 2,350 | $387K | No change |
| KO The Coca-Cola Co. | 0.20% | 5,081 | $386K | Reduce -4.7% |
| BLK BlackRock Inc. | 0.20% | 399 | $384K | Reduce -0.8% |
| LMT Lockheed Martin Corp. | 0.19% | 630 | $381K | No change |
| FIX Comfort Systems USA Inc. | 0.19% | 270 | $372K | Add +22.7% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $318K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| BOEING CO/THE (BA 6 10/15/27) | DEP CONV PFD A | 4,900 | $318K | No change |
Total filed on the 13F, all lines: $196.2M.
Portfolio Sells Q4 2025 → Q1 2026
| MSFT Microsoft Corp. | Reduce -3.4% | 3.38% | −0.97 |
| NVDA Nvidia Corp. | Reduce -2.9% | 15.56% | −0.76 |
| CLOZ Eldridge BBB-B Clo ETF | Reduce -78.7% | 0.18% | −0.64 |
| GDX Vaneck Gold Miners ETF | Reduce -76.0% | 0.18% | −0.48 |
| META Meta Platforms Inc. Class A | Reduce -41.6% | 0.48% | −0.43 |
| AVGO Broadcom Inc. | Reduce -3.0% | 3.40% | −0.33 |
| RBRK Rubrik Inc. Class A | Sold out | 0.00% | −0.31 |
| DGRO iShares Core Dividend Growth | Sold out | 0.00% | −0.31 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -56.8% | 0.26% | −0.31 |
| ORCL Oracle Corp. | Sold out | 0.00% | −0.29 |
| PANW Palo Alto Networks Inc. | Reduce -30.9% | 0.46% | −0.27 |
| AAPL Apple Inc. | Reduce -3.3% | 4.37% | −0.24 |
| GOOGL Alphabet Inc. Class A | Reduce -0.7% | 5.19% | −0.22 |
| VOO Vanguard S&P 500 ETF | Reduce -61.6% | 0.14% | −0.22 |
| EPAM Epam Systems Inc. | Sold out | 0.00% | −0.16 |
| RSP Invesco S&P 500 Equal Weight | Sold out | 0.00% | −0.16 |
| PFFA Virtus Infracap US Pref STCK | Sold out | 0.00% | −0.15 |
| MELI MercadoLibre Inc. | Sold out | 0.00% | −0.15 |
| INOD Innodata Inc. | Sold out | 0.00% | −0.14 |
| IETC iShares U.S. Tech Independen | Sold out | 0.00% | −0.13 |
| GOOG Alphabet Inc. Class C | Reduce -1.6% | 2.14% | −0.12 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -23.4% | 0.48% | −0.12 |
| APO Apollo Global Management Inc. | Sold out | 0.00% | −0.12 |
| OKLO Oklo Inc. | Reduce -34.1% | 0.11% | −0.12 |
| DIS The Walt Disney Co. | Sold out | 0.00% | −0.11 |
| ISRG Intuitive Surgical Inc. | Sold out | 0.00% | −0.11 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -14.6% | 0.63% | −0.10 |
| CEG Constellation Energy | Sold out | 0.00% | −0.10 |
| CIBR First Trust Nasdaq Cybersecu | Sold out | 0.00% | −0.10 |
| MA Mastercard Inc. Class A | Reduce -4.6% | 0.72% | −0.10 |
| AMD Advanced Micro Devices | Reduce -23.8% | 0.32% | −0.10 |
| AVAV Aerovironment Inc. | Sold out | 0.00% | −0.10 |
| QCOM Qualcomm Inc. | Sold out | 0.00% | −0.10 |
| TOST Toast Inc. Class A | Sold out | 0.00% | −0.10 |
| JUST Goldman Sachs Just US LRG | Sold out | 0.00% | −0.10 |
| SRLN SS Blackstone Sr Loan ETF | Reduce -31.6% | 0.13% | −0.06 |
| V Visa Inc. Class A | Reduce -5.8% | 0.26% | −0.04 |
| IUSG iShares Core S&P U.S. Growth | Reduce -2.0% | 0.80% | −0.04 |
| BA The Boeing Co. | Reduce -1.8% | 0.70% | −0.04 |
| SYM Symbotic Inc. | Reduce -4.2% | 0.35% | −0.04 |
| ACN Accenture PLC Class A | Reduce -0.3% | 0.12% | −0.03 |
| VEA Vanguard Ftse Developed ETF | Reduce -15.0% | 0.35% | −0.03 |
| DFAI Dimensional International Co. | Reduce -11.8% | 0.52% | −0.03 |
| URI United Rentals Inc. | Reduce -5.2% | 0.20% | −0.02 |
| KTOS Kratos Defense & Security | Reduce -12.6% | 0.14% | −0.02 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -1.7% | 0.59% | −0.02 |
| GE General Electric | Reduce -1.6% | 0.27% | −0.01 |
| BLK BlackRock Inc. | Reduce -0.8% | 0.20% | −0.01 |
| QUAL iShares MSCI USA Quality Fac | Reduce -5.0% | 0.22% | −0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.9% | 0.86% | −0.01 |
Portfolio Buys Q4 2025 → Q1 2026
| MU Micron Technology Inc. | Add +10.2% | 1.97% | +0.53 |
| AGX Argan Inc. | New | 0.40% | +0.40 |
| HGER Harbor Commodity All Weather | New | 0.37% | +0.37 |
| IEMG iShares Core MSCI Emerging | Add +45.6% | 0.91% | +0.34 |
| CLS Celestica Inc. | Add +29.2% | 1.41% | +0.32 |
| FTAI Ftai Aviation Ltd. | New | 0.28% | +0.28 |
| FITB Fifth Third Bancorp | New | 0.28% | +0.28 |
| MRVL Marvell Technology Inc. | New | 0.28% | +0.28 |
| GLD SPDR Gold Shares | Add +17.0% | 1.06% | +0.27 |
| VWO Vanguard Ftse Emerging Marke | Add +106.3% | 0.47% | +0.25 |
| AVUV Avantis US Small Cap Value | Add +112.9% | 0.37% | +0.22 |
| XLV SS Health Care Select Sector | New | 0.19% | +0.19 |
| XLE SS Energy Select Sector | Add +0.8% | 0.54% | +0.17 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +72.8% | 0.35% | +0.16 |
| RKLB Rocket Lab Corp. | Add +7.9% | 3.79% | +0.16 |
| PWR Quanta Services Inc. | Add +5.9% | 0.50% | +0.16 |
| CVX Chevron Corp. | Add +0.4% | 0.51% | +0.15 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | New | 0.15% | +0.15 |
| JPM JPMorgan Chase & Co. | Add +25.2% | 0.88% | +0.15 |
| PXF Invesco Rafi Developed Marke | New | 0.14% | +0.14 |
| DDOG Datadog Inc. Class A | New | 0.14% | +0.14 |
| VIST Vista Energy Sab DE CV | New | 0.14% | +0.14 |
| PIZ Invesco Dorsey Wright Develo | New | 0.14% | +0.14 |
| FRDM Freedom 100 Emeging MRKT ETF | New | 0.14% | +0.14 |
| ITA iShares U.S. Aerospace & Def | Add +42.1% | 0.40% | +0.14 |
| CCJ Cameco Corp. | New | 0.13% | +0.13 |
| RTX RTX Corp. | Add +1.1% | 1.21% | +0.13 |
| SMH Vaneck Semiconductor ETF | Add +3.9% | 0.90% | +0.12 |
| TSM Taiwan Semiconductor-SP ADR | Add +49.1% | 0.29% | +0.12 |
| DE Deere & Co. | New | 0.11% | +0.11 |
| ACLS Axcelis Technologies Inc. | New | 0.11% | +0.11 |
| IBM Intl Business Machines Corp. | New | 0.11% | +0.11 |
| AAAU Goldman Sachs Physical Gold | New | 0.11% | +0.11 |
| VXUS Vanguard Total Intl Stock | New | 0.11% | +0.11 |
| SDVY First Trust Smid Cap Rising | New | 0.11% | +0.11 |
| LRCX Lam Research Corp. | Add +2.7% | 0.39% | +0.10 |
| FIX Comfort Systems USA Inc. | Add +22.7% | 0.19% | +0.09 |
| JAAA Janus Henderson Aaa Clo ETF | Add +2.4% | 1.24% | +0.08 |
| XOM Exxon Mobil Corp. | Add +23.9% | 0.18% | +0.08 |
| EWZ iShares MSCI Brazil ETF | Add +27.0% | 0.16% | +0.06 |
| BNDX Vanguard Total Intl Bond ETF | Add +14.4% | 0.35% | +0.06 |
| SLV iShares Silver Trust | Add +13.2% | 0.27% | +0.06 |
| JEPQ JPM Nasdaq Equity Premium | Add +22.8% | 0.28% | +0.05 |
| IESC Ies Holdings Inc. | Add +18.3% | 0.15% | +0.05 |
| SCHD Schwab US DVD Equity ETF | Add +0.0% | 0.24% | +0.04 |
| LITE Lumentum Holdings Inc. | New | 0.04% | +0.04 |
| BILS SS Spdrb B 3-12M T-Bill ETF | Add +6.1% | 0.28% | +0.03 |
| SHYG iShares 0-5 YR HY Corp. Bond | Add +1.6% | 0.42% | +0.02 |
| FLXR TCW Flexible Income ETF | Add +11.8% | 0.15% | +0.02 |
| JEPI JPMorgan Equity Premium Inco | Add +0.0% | 0.32% | +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 |