Darden Wealth Group Inc

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 6, 2026), Darden Wealth Group Inc reported 154 stock positions worth $252.0 million. Its top holding was Nvidia (NVDA) at 13.6% of the portfolio, followed by Micron Technology (MU, 6.4%) and Alphabet Class A (GOOGL, 5.0%). Compared with Q1 2026, it opened 19 new positions, sold out of 14, added to 59 and reduced 52. The biggest buy was Micron Technology (MU, shares +21%) and the biggest sale Nvidia (NVDA, shares −2%).

Most Recent 13F
Q2 2026
Location
ANN ARBOR, MI
CIK
0002011221
Portfolio Value
$252.0M (Q2 2026)
SEC Filing
0002011221-26-000003 ↗ filed Aug 6, 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 Q1 2026 Q2 2026: $252.0M $252.0M Q2 2026

Holdings 154 stocks · $252.0M
NVDA Nvidia Corp. 13.57% 170,889 $34.2M Reduce -2.3%
MU Micron Technology Inc. 6.36% 13,886 $16.0M Add +21.4%
GOOGL Alphabet Inc. Class A 4.98% 35,140 $12.6M Reduce -0.7%
RKLB Rocket Lab Corp. 4.86% 120,484 $12.2M Add +4.3%
AAPL Apple Inc. 3.87% 33,702 $9.8M Reduce -0.1%
AVGO Broadcom Inc. 3.21% 21,421 $8.1M Reduce -0.6%
AMZN Amazon.com Inc. 3.20% 33,799 $8.1M Add +0.9%
CRWD CrowdStrike Holdings Inc. Class A 2.92% 9,632 $7.4M Add +0.7%
MSFT Microsoft Corp. 2.51% 16,925 $6.3M Reduce -5.5%
GOOG Alphabet Inc. Class C 2.06% 14,713 $5.2M Add +0.5%
FLOT iShares Floating Rate Bond E 1.64% 80,936 $4.1M Add +3.7%
ANET Arista Networks Inc. 1.57% 23,249 $3.9M Add +2.8%
CLS Celestica Inc. 1.42% 9,824 $3.6M Add +0.5%
ETN Eaton Corp. PLC 1.30% 7,682 $3.3M Reduce -0.9%
SMH Vaneck Semiconductor ETF 1.29% 4,951 $3.2M Add +8.2%
JAAA Janus Henderson Aaa Clo ETF 1.16% 58,046 $2.9M Add +20.8%
FPE FT-Preferred Secur & Inc. ETF 1.07% 151,256 $2.7M Add +0.2%
ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV 0.92% 1,169 $2.3M Add +0.1%
RTX RTX Corp. 0.92% 12,230 $2.3M Reduce -0.9%
LLY Eli Lilly & Co. 0.92% 1,932 $2.3M Add +66.7%
GEV GE Vernova Inc. 0.89% 1,917 $2.3M Add +6.2%
DVY iShares Select Dividend ETF 0.84% 13,570 $2.1M Reduce -2.7%
IEMG iShares Core MSCI Emerging 0.84% 25,523 $2.1M Reduce -0.1%
APP AppLovin Corp. Class A 0.83% 4,059 $2.1M Reduce -8.0%
IJH iShares Core S&P Midcap ETF 0.83% 27,076 $2.1M Reduce -4.1%
MRVL Marvell Technology Inc. 0.82% 6,951 $2.1M Add +27.2%
JPM JPMorgan Chase & Co. 0.80% 6,181 $2.0M Add +5.8%
AMD Advanced Micro Devices 0.80% 3,454 $2.0M Add +11.8%
TT Trane Technologies PLC 0.79% 4,071 $2.0M Add +1.0%
PANW Palo Alto Networks Inc. 0.77% 5,691 $1.9M Add +1.1%
SPY SS SPDR S&P 500 ETF Trust-US 0.77% 2,594 $1.9M Reduce -0.2%
IUSG iShares Core S&P U.S. Growth 0.75% 10,046 $1.9M Reduce -1.2%
IJR iShares Core S&P Small-Cap E 0.74% 12,642 $1.9M Reduce -2.7%
GLD SPDR Gold Shares 0.74% 5,044 $1.9M Add +4.6%
EWY iShares MSCI South Korea ETF 0.66% 8,191 $1.7M New
TIP iShares Tips Bond ETF 0.62% 14,188 $1.6M Reduce -0.2%
BRK.B Berkshire Hathaway Inc. Class B 0.61% 3,064 $1.5M Reduce -2.9%
LRCX Lam Research Corp. 0.61% 3,533 $1.5M Reduce -0.9%
QQQ Invesco QQQ Trust Series 1 0.58% 1,999 $1.5M Reduce -0.3%
VTI VG Morningstar TS MKT ETF-US 0.58% 3,942 $1.5M Add +2.6%
MA Mastercard Inc. Class A 0.57% 2,791 $1.4M Reduce -1.7%
ALAB Astera Labs Inc. 0.57% 2,955 $1.4M Add +6.5%
AMAT Applied Materials Inc. 0.57% 1,970 $1.4M No change
PWR Quanta Services Inc. 0.56% 1,948 $1.4M Add +8.2%
BA The Boeing Co. 0.55% 6,450 $1.4M Reduce -6.9%
ARM Arm Holdings PLC-ADR 0.55% 3,916 $1.4M New
ISTB iShares Core 1-5 Year Usd Bo 0.50% 26,127 $1.3M Reduce -0.8%
SHV iShares 0-1 Year Treasury Bo 0.48% 10,909 $1.2M Add +0.9%
ABBV Abbvie Inc. 0.48% 4,782 $1.2M Add +0.1%
AGX Argan Inc. 0.48% 1,500 $1.2M Add +3.5%
TFLO iShares Treasury Floating Ra 0.47% 23,387 $1.2M Reduce -0.6%
VLUE iShares MSCI USA Value Facto 0.46% 5,811 $1.2M Reduce -0.7%
TSM Taiwan Semiconductor-SP ADR 0.41% 2,179 $1.0M Add +30.5%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.41% 12,712 $1.0M Reduce -2.8%
SNDK Sandisk Corp. 0.40% 446 $1.0M New
VWO Vanguard Ftse Emerging Marke 0.40% 16,884 $1.0M No change
DFAI Dimensional International Co. 0.38% 23,170 $956K Reduce -11.5%
SHYG iShares 0-5 YR HY Corp. Bond 0.36% 21,239 $901K Add +8.2%
TSLA Tesla Inc. 0.34% 2,043 $859K Reduce -3.8%
HD Home Depot Inc. 0.33% 2,390 $843K Reduce -3.7%
XLK SS Technology Select Sector 0.32% 4,294 $818K Add +7.0%
ITA iShares U.S. Aerospace & Def 0.32% 3,320 $805K Reduce -7.4%
AVUV Avantis US Small Cap Value 0.31% 6,200 $774K Reduce -6.1%
VB Vanguard Most SM-Cap ETF-Usd 0.31% 2,542 $770K Reduce -2.6%
CAT Caterpillar Inc. 0.30% 711 $758K Add +39.4%
SMIG Bahl & Gaynor S/M Inc. Growth 0.29% 22,600 $742K New
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.29% 2,121 $729K No change
USRT iShares Core US REIT ETF 0.28% 10,800 $718K Reduce -4.4%
JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F 0.28% 11,662 $717K Add +17.1%
COST Costco Wholesale Corp. 0.28% 762 $713K Reduce -8.2%
NEE Nextera Energy Inc. 0.28% 8,108 $712K Reduce -2.5%
SITM Sitime Corp. 0.28% 953 $711K Add +8.3%
NBIS Nebius Group NV 0.28% 2,566 $709K Add +6.3%
DDOG Datadog Inc. Class A 0.28% 2,700 $703K Add +12.5%
IREN Iren Ltd. filed as IREN LIMITED 0.27% 14,809 $677K Add +85.1%
META Meta Platforms Inc. Class A 0.27% 1,195 $673K Reduce -27.8%
FITB Fifth Third Bancorp 0.27% 11,912 $671K Add +0.5%
WMT Walmart Inc. 0.26% 5,867 $665K Add +1.2%
JNJ Johnson & Johnson 0.26% 2,588 $657K Add +15.2%
GE General Electric filed as GE AEROSPACE 0.26% 1,720 $643K Reduce -7.0%
JEPI JPMorgan Equity Premium Inco 0.25% 11,248 $635K Add +0.2%
FRDM Freedom 100 Emeging MRKT ETF 0.25% 8,623 $629K Add +73.0%
URI United Rentals Inc. 0.25% 550 $623K No change
AIRR First Trust Rba American Ind 0.24% 4,601 $613K No change
GOVT iShares US Treasury Bond ETF 0.23% 25,804 $588K Reduce -0.1%
GILD Gilead Sciences Inc. 0.23% 4,539 $573K No change
FTAI Ftai Aviation Ltd. 0.22% 2,080 $563K Reduce -8.4%
AMGN Amgen Inc. 0.22% 1,521 $551K Add +1.1%
COHR Coherent Corp. 0.22% 1,390 $548K New
FIX Comfort Systems USA Inc. 0.21% 270 $535K No change
V Visa Inc. Class A 0.21% 1,558 $535K Reduce -6.0%
LITE Lumentum Holdings Inc. 0.21% 616 $529K Add +528.6%
LIN Linde PLC 0.21% 1,006 $522K No change
BILS SS Spdrb B 3-12M T-Bill ETF 0.21% 5,251 $522K Reduce -5.0%
MS Morgan Stanley 0.20% 2,467 $516K Add +5.0%
SYNA Synaptics Inc. 0.20% 4,100 $509K New
VEA Vanguard Ftse Developed ETF 0.20% 6,994 $498K Reduce -34.3%
SCHD Schwab US DVD Equity ETF 0.19% 15,323 $486K Add +0.0%
QUAL iShares MSCI USA Quality Fac 0.19% 2,209 $485K Reduce -2.9%
CLOZ Eldridge BBB-B Clo ETF 0.18% 17,428 $460K Add +29.4%
ITOT iShares Core S&P Total U.S. 0.18% 2,702 $444K Reduce -0.7%
SOXX iShares Semiconductor ETF 0.17% 683 $438K No change
PIZ Invesco Dorsey Wright Develo 0.17% 7,796 $436K Add +41.5%
ESGD iShares Trust iShares ESG Aw 0.17% 4,233 $435K No change
KO The Coca-Cola Co. 0.17% 5,343 $434K Add +5.2%
GNRC Generac Holdings Inc. 0.17% 1,481 $434K Add +0.1%
GAB Gabelli Equity Trust 0.17% 73,900 $418K Add +29.6%
VIS Vanguard Industrials ETF 0.16% 1,130 $407K No change
XLV SS Health Care Select Sector 0.16% 2,473 $392K Reduce -0.2%
BLK BlackRock Inc. 0.15% 402 $387K Add +0.8%
BWXT BWX Technologies Inc. 0.15% 1,960 $382K No change
IESC Ies Holdings Inc. 0.15% 515 $378K Reduce -16.3%
EWZ iShares MSCI Brazil ETF 0.14% 10,450 $361K Add +30.6%
ACLS Axcelis Technologies Inc. 0.14% 1,800 $341K Reduce -24.5%
VIG Vanguard Dividend Apprec ETF 0.13% 1,379 $326K Add +1.9%
UFO Procure Space ETF 0.13% 6,386 $324K New
LMT Lockheed Martin Corp. 0.13% 630 $321K No change
VOO Vanguard S&P 500 ETF 0.12% 457 $314K Add +1.1%
PXF Invesco Rafi Developed Marke 0.12% 4,065 $307K Add +0.1%
FNCL Fidelity MSCI Financial Indx 0.12% 3,900 $299K New
FLXR TCW Flexible Income ETF 0.12% 7,599 $298K Add +4.6%
GDX Vaneck Gold Miners ETF 0.12% 3,944 $298K Add +3.4%
XLU St Sr Utl SL SE SPDR ETF-Usd 0.11% 6,100 $277K Reduce -3.7%
DSI iShares ESG MSCI KLD 400 ETF 0.11% 1,908 $272K Add +0.1%
CIBR First Trust Nasdaq Cybersecu 0.11% 2,970 $267K New
XOM Exxon Mobil Corp. 0.10% 1,925 $263K Reduce -7.2%
IVV iShares Core S&P 500 ETF 0.10% 349 $261K No change
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.10% 1,705 $258K No change
VECO Veeco Instruments Inc. 0.10% 3,400 $258K New
GH Guardant Health Inc. 0.10% 1,700 $255K New
DE Deere & Co. 0.10% 399 $253K No change
IUSB Ishr CR Unvrse Usd BD ETF-Ui 0.10% 5,483 $253K Reduce -0.1%
PLTR Palantir Technologies Inc. Class A 0.10% 2,128 $248K Reduce -58.5%
CCJ Cameco Corp. 0.10% 2,400 $244K No change
BUFD FT VST Lad Deep Buf ETF-Usdi 0.10% 8,203 $244K Add +0.0%
VXUS Vanguard Total Intl Stock 0.10% 2,816 $241K Add +4.0%
HIMX Himax Technologies Inc.-ADR 0.10% 15,675 $240K New
BNDX Vanguard Total Intl Bond ETF 0.09% 4,880 $236K Reduce -65.8%
AIG American International Group 0.09% 3,133 $234K No change
JUST Goldman Sachs Just US LRG 0.09% 2,081 $222K New
QCOM Qualcomm Inc. 0.09% 1,196 $221K New
NOC Northrop Grumman Corp. 0.09% 430 $219K No change
ESGE iShares Inc. iShares ESG Awar 0.08% 3,903 $213K New
TDY Teledyne Technologies Inc. 0.08% 320 $213K New
INTC Intel Corp. 0.08% 1,480 $207K New
BSCW Invesco Bulletshares 2032 CB 0.08% 10,000 $205K No change
BSCT Invesco Bulletshares 2029 CB 0.08% 11,000 $204K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.08% 725 $204K Reduce -20.2%
BSCS Invesco Bulletshares 2028 CB 0.08% 10,000 $204K No change
APO Apollo Global Management Inc. 0.08% 1,700 $201K New
BSCU Invesco Bulletshares 2030 CB 0.08% 12,000 $200K No change
BSCV Invesco Bulletshares 2031 CB 0.08% 12,000 $197K No change
INFQ Infleqtion Inc. 0.06% 11,201 $149K New
SACH Sachem Capital Corp. 0.00% 13,120 $12K Reduce -36.0%
Other holdings (1): bonds, preferreds, convertibles and warrants · $330K (not counted above)
SecurityClassShares / PrincipalValueChange
BOEING CO/THE (BA 6 10/15/27) DEP CONV PFD A 4,900$330KNo change

Total filed on the 13F, all lines: $252.3M.

Portfolio Sells Q1 2026 → Q2 2026
NVDA Nvidia Corp. Reduce -2.3% 13.57% −2.00
MSFT Microsoft Corp. Reduce -5.5% 2.51% −0.88
XLE SS Energy Select Sector Sold out 0.00% −0.54
CVX Chevron Corp. Sold out 0.00% −0.51
AAPL Apple Inc. Reduce -0.1% 3.87% −0.50
HGER Harbor Commodity All Weather Sold out 0.00% −0.37
SYM Symbotic Inc. Sold out 0.00% −0.35
RTX RTX Corp. Reduce -0.9% 0.92% −0.29
PLTR Palantir Technologies Inc. Class A Reduce -58.5% 0.10% −0.28
SLV iShares Silver Trust Sold out 0.00% −0.27
IEFA iShares Core MSCI Eafe ETF Sold out 0.00% −0.26
BNDX Vanguard Total Intl Bond ETF Reduce -65.8% 0.09% −0.26
PG The Procter & Gamble Co. Sold out 0.00% −0.25
DVY iShares Select Dividend ETF Reduce -2.7% 0.84% −0.24
META Meta Platforms Inc. Class A Reduce -27.8% 0.27% −0.22
GOOGL Alphabet Inc. Class A Reduce -0.7% 4.98% −0.21
AVGO Broadcom Inc. Reduce -0.6% 3.21% −0.19
TIP iShares Tips Bond ETF Reduce -0.2% 0.62% −0.18
BRK.B Berkshire Hathaway Inc. Class B Reduce -2.9% 0.61% −0.16
MA Mastercard Inc. Class A Reduce -1.7% 0.57% −0.16
ISTB iShares Core 1-5 Year Usd Bo Reduce -0.8% 0.50% −0.15
VEA Vanguard Ftse Developed ETF Reduce -34.3% 0.20% −0.15
BA The Boeing Co. Reduce -6.9% 0.55% −0.15
IJH iShares Core S&P Midcap ETF Reduce -4.1% 0.83% −0.14
VIST Vista Energy Sab DE CV Sold out 0.00% −0.14
DFAI Dimensional International Co. Reduce -11.5% 0.38% −0.14
COST Costco Wholesale Corp. Reduce -8.2% 0.28% −0.14
TFLO iShares Treasury Floating Ra Reduce -0.6% 0.47% −0.14
KTOS Kratos Defense & Security Sold out 0.00% −0.14
SRLN SS Blackstone Sr Loan ETF Sold out 0.00% −0.13
ACN Accenture PLC Class A Sold out 0.00% −0.12
ETN Eaton Corp. PLC Reduce -0.9% 1.30% −0.12
NEE Nextera Energy Inc. Reduce -2.5% 0.28% −0.11
OKLO Oklo Inc. Sold out 0.00% −0.11
AAAU Goldman Sachs Physical Gold Sold out 0.00% −0.11
SDVY First Trust Smid Cap Rising Sold out 0.00% −0.11
SPY SS SPDR S&P 500 ETF Trust-US Reduce -0.2% 0.77% −0.09
HD Home Depot Inc. Reduce -3.7% 0.33% −0.08
ITA iShares U.S. Aerospace & Def Reduce -7.4% 0.32% −0.08
IJR iShares Core S&P Small-Cap E Reduce -2.7% 0.74% −0.08
XOM Exxon Mobil Corp. Reduce -7.2% 0.10% −0.08
BILS SS Spdrb B 3-12M T-Bill ETF Reduce -5.0% 0.21% −0.07
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -2.8% 0.41% −0.07
IEMG iShares Core MSCI Emerging Reduce -0.1% 0.84% −0.07
GOVT iShares US Treasury Bond ETF Reduce -0.1% 0.23% −0.07
APP AppLovin Corp. Class A Reduce -8.0% 0.83% −0.07
AVUV Avantis US Small Cap Value Reduce -6.1% 0.31% −0.07
TSLA Tesla Inc. Reduce -3.8% 0.34% −0.06
FTAI Ftai Aviation Ltd. Reduce -8.4% 0.22% −0.06
USRT iShares Core US REIT ETF Reduce -4.4% 0.28% −0.06

Portfolio Buys Q1 2026 → Q2 2026
MU Micron Technology Inc. Add +21.4% 6.36% +4.39
RKLB Rocket Lab Corp. Add +4.3% 4.86% +1.07
CRWD CrowdStrike Holdings Inc. Class A Add +0.7% 2.92% +1.01
EWY iShares MSCI South Korea ETF New 0.66% +0.66
ARM Arm Holdings PLC-ADR New 0.55% +0.55
MRVL Marvell Technology Inc. Add +27.2% 0.82% +0.55
AMD Advanced Micro Devices Add +11.8% 0.80% +0.48
ALAB Astera Labs Inc. Add +6.5% 0.57% +0.41
SNDK Sandisk Corp. New 0.40% +0.40
SMH Vaneck Semiconductor ETF Add +8.2% 1.29% +0.39
LLY Eli Lilly & Co. Add +66.7% 0.92% +0.38
PANW Palo Alto Networks Inc. Add +1.1% 0.77% +0.31
SMIG Bahl & Gaynor S/M Inc. Growth New 0.29% +0.29
COHR Coherent Corp. New 0.22% +0.22
SYNA Synaptics Inc. New 0.20% +0.20
LITE Lumentum Holdings Inc. Add +528.6% 0.21% +0.17
NBIS Nebius Group NV Add +6.3% 0.28% +0.15
ANET Arista Networks Inc. Add +2.8% 1.57% +0.15
ASML ASML Holding NV-NY Reg SHS Add +0.1% 0.92% +0.13
DDOG Datadog Inc. Class A Add +12.5% 0.28% +0.13
IREN Iren Ltd. Add +85.1% 0.27% +0.13
UFO Procure Space ETF New 0.13% +0.13
SITM Sitime Corp. Add +8.3% 0.28% +0.13
TSM Taiwan Semiconductor-SP ADR Add +30.5% 0.41% +0.12
FNCL Fidelity MSCI Financial Indx New 0.12% +0.12
CAT Caterpillar Inc. Add +39.4% 0.30% +0.12
FRDM Freedom 100 Emeging MRKT ETF Add +73.0% 0.25% +0.11
CIBR First Trust Nasdaq Cybersecu New 0.11% +0.11
VECO Veeco Instruments Inc. New 0.10% +0.10
GH Guardant Health Inc. New 0.10% +0.10
HIMX Himax Technologies Inc.-ADR New 0.10% +0.10
GEV GE Vernova Inc. Add +6.2% 0.89% +0.09
JUST Goldman Sachs Just US LRG New 0.09% +0.09
QCOM Qualcomm Inc. New 0.09% +0.09
ESGE iShares Inc. iShares ESG Awar New 0.08% +0.08
TDY Teledyne Technologies Inc. New 0.08% +0.08
INTC Intel Corp. New 0.08% +0.08
APO Apollo Global Management Inc. New 0.08% +0.08
AGX Argan Inc. Add +3.5% 0.48% +0.07
INFQ Infleqtion Inc. New 0.06% +0.06
XLK SS Technology Select Sector Add +7.0% 0.32% +0.05
PWR Quanta Services Inc. Add +8.2% 0.56% +0.05
PIZ Invesco Dorsey Wright Develo Add +41.5% 0.17% +0.03
GNRC Generac Holdings Inc. Add +0.1% 0.17% +0.02
CLS Celestica Inc. Add +0.5% 1.42% +0.02
MS Morgan Stanley Add +5.0% 0.20% +0.01
CLOZ Eldridge BBB-B Clo ETF Add +29.4% 0.18% +0.01
GAB Gabelli Equity Trust Add +29.6% 0.17% +0.00
JEPQ JPM Nasdaq Equity Premium Add +17.1% 0.28% +0.00
DSI iShares ESG MSCI KLD 400 ETF Add +0.1% 0.11% −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