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

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 Q4 2025 Q1 2026: $195.9M $195.9M Q1 2026 Q2 2026: $252.0M Q2 2026

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%
XLV SS Health Care Select Sector 0.19% 2,479 $363K New
CAT Caterpillar Inc. 0.18% 510 $361K No change
VIS Vanguard Industrials ETF 0.18% 1,130 $353K No change
XOM Exxon Mobil Corp. 0.18% 2,075 $352K Add +23.9%
GDX Vaneck Gold Miners ETF 0.18% 3,813 $350K Reduce -76.0%
CLOZ Eldridge BBB-B Clo ETF 0.18% 13,468 $345K Reduce -78.7%
GAB Gabelli Equity Trust 0.16% 57,000 $319K No change
EWZ iShares MSCI Brazil ETF 0.16% 8,000 $307K Add +27.0%
ALAB Astera Labs Inc. 0.16% 2,775 $304K Add +56.3%
SITM Sitime Corp. 0.16% 880 $304K No change
NOC Northrop Grumman Corp. 0.15% 430 $293K No change
IESC Ies Holdings Inc. 0.15% 615 $293K Add +18.3%
VIG Vanguard Dividend Apprec ETF 0.15% 1,353 $291K Reduce -1.3%
XLU St Sr Utl SL SE SPDR ETF-Usd 0.15% 6,332 $291K New
GNRC Generac Holdings Inc. 0.15% 1,480 $289K Reduce -26.0%
FLXR TCW Flexible Income ETF 0.15% 7,265 $285K Add +11.8%
PXF Invesco Rafi Developed Marke 0.14% 4,063 $284K New
DDOG Datadog Inc. Class A 0.14% 2,400 $283K New
VIST Vista Energy Sab DE CV 0.14% 3,700 $279K New
IREN Iren Ltd. filed as IREN LIMITED 0.14% 8,000 $274K Add +2.9%
PIZ Invesco Dorsey Wright Develo 0.14% 5,509 $273K New
FRDM Freedom 100 Emeging MRKT ETF 0.14% 4,985 $272K New
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.14% 1,705 $272K No change
VOO Vanguard S&P 500 ETF 0.14% 452 $270K Reduce -61.6%
KTOS Kratos Defense & Security 0.14% 3,760 $265K Reduce -12.6%
SRLN SS Blackstone Sr Loan ETF 0.13% 6,500 $261K Reduce -31.6%
CCJ Cameco Corp. 0.13% 2,400 $261K New
IUSB Ishr CR Unvrse Usd BD ETF-Ui 0.13% 5,491 $254K Reduce -5.3%
NBIS Nebius Group NV 0.13% 2,415 $251K Reduce -15.7%
AIG American International Group 0.12% 3,133 $236K No change
ACN Accenture PLC Class A 0.12% 1,184 $235K Reduce -0.3%
DSI iShares ESG MSCI KLD 400 ETF 0.12% 1,907 $231K No change
BUFD FT VST Lad Deep Buf ETF-Usdi 0.12% 8,202 $230K No change
IVV iShares Core S&P 500 ETF 0.12% 349 $228K No change
DE Deere & Co. 0.11% 399 $225K New
SOXX iShares Semiconductor ETF 0.11% 683 $225K No change
ACLS Axcelis Technologies Inc. 0.11% 2,385 $222K New
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.11% 909 $220K New
OKLO Oklo Inc. 0.11% 4,305 $213K Reduce -34.1%
AAAU Goldman Sachs Physical Gold 0.11% 4,608 $213K New
VXUS Vanguard Total Intl Stock 0.11% 2,709 $209K New
SDVY First Trust Smid Cap Rising 0.11% 5,270 $208K New
BSCW Invesco Bulletshares 2032 CB 0.11% 10,000 $206K No change
BSCT Invesco Bulletshares 2029 CB 0.10% 11,000 $205K No change
BSCS Invesco Bulletshares 2028 CB 0.10% 10,000 $204K No change
BSCU Invesco Bulletshares 2030 CB 0.10% 12,000 $201K No change
BSCV Invesco Bulletshares 2031 CB 0.10% 12,000 $198K No change
LITE Lumentum Holdings Inc. 0.04% 98 $69K New
SACH Sachem Capital Corp. 0.01% 20,509 $21K Reduce -18.0%
Other holdings (1): bonds, preferreds, convertibles and warrants · $318K (not counted above)
SecurityClassShares / PrincipalValueChange
BOEING CO/THE (BA 6 10/15/27) DEP CONV PFD A 4,900$318KNo 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

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