Darden Wealth Group Inc

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$196.2M
Q ending 2026-03-31
Prior quarter
$206.1M
Q ending 2025-12-31
Change
-4.8% QoQ · +32.1% YoY
Positions
150
reported holdings

Largest positions

Top 100 of 150 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Nvidia CorporationNVDAShares$30.5M175K
Alphabet IncGOOGLShares$10.2M35K
Apple IncAAPLShares$8.6M34K
Rocket Lab CorpRKLBShares$7.4M116K
Amazon Com IncAMZNShares$7.0M33K
Broadcom IncAVGOShares$6.7M22K
Microsoft CorpMSFTShares$6.6M18K
Alphabet IncGOOGShares$4.2M15K
Ishares TrFLOTShares$4.0M78K
Micron Technology IncMUShares$3.9M11K
Crowdstrike Hldgs IncCRWDShares$3.7M10K
Arista Networks IncANETShares$2.8M23K
Eaton CorpShares$2.8M8K
Celestica IncCLSShares$2.8M10K
First Tr Exch Traded Fd IiiFPEShares$2.7M151K
Janus Detroit Str TrJAAAShares$2.4M48K
Rtx CorporationRTXShares$2.4M12K
Ishares TrDVYShares$2.1M14K
Spdr Gold TrGLDShares$2.1M5K
Ishares TrIJHShares$1.9M28K
Ishares IncIEMGShares$1.8M26K
Applovin CorpAPPShares$1.8M4K
Vaneck Etf TrustSMHShares$1.8M5K
Jpmorgan Chase & CoJPMShares$1.7M6K
State Str Spdr S&P 500 Etf TSPYShares$1.7M3K
Trane Technologies PlcShares$1.7M4K
Ishares TrIJRShares$1.6M13K
Ishares TrIUSGShares$1.6M10K
Ge Vernova IncGEVShares$1.6M2K
Ishares TrTIPShares$1.6M14K
Asml Hldg NvShares$1.5M1K
Berkshire Hathaway Inc DelBRK/BShares$1.5M3K
Mastercard IncorporatedMAShares$1.4M3K
Boeing CoBAShares$1.4M7K
Ishares TrISTBShares$1.3M26K
Vanguard Index FdsVTIShares$1.2M4K
Ishares TrSHVShares$1.2M11K
Ishares TrTFLOShares$1.2M24K
Invesco Qqq TrQQQShares$1.2M2K
Eli Lilly & CoLLYShares$1.1M1K
Select Sector Spdr TrXLEShares$1.1M17K
Abbvie IncABBVShares$1.0M5K
Dimensional Etf TrustDFAIShares$1.0M26K
Chevron CorporationCVXShares$995K5K
Quanta Svcs IncPWRShares$988K2K
Meta Platforms IncMETAShares$947K2K
Vanguard Index FdsVOShares$939K3K
Vanguard Intl Equity Index FVWOShares$913K17K
Palo Alto Networks IncPANWShares$903K6K
Ishares TrVLUEShares$832K6K
Ishares TrSHYGShares$831K20K
Costco Wholesale CorporationCOSTShares$827K830
Home Depot IncHDShares$816K2K
Argan IncAGXShares$790K1K
Tesla IncTSLAShares$789K2K
Ishares TrITAShares$784K4K
Nextera Energy IncNEEShares$772K8K
Lam Research CorpLRCXShares$762K4K
Palantir Technologies IncPLTRShares$751K5K
Harbor Etf TrustHGERShares$734K24K
American Centy Etf TrAVUVShares$729K7K
Walmart IncWMTShares$720K6K
Symbotic IncSYMShares$687K13K
Vanguard Charlotte FdsBNDXShares$686K14K
Vanguard Index FdsVBShares$684K3K
Vanguard Tax-Managed FdsVEAShares$682K11K
Applied Matls IncAMATShares$673K2K
Ishares TrUSRTShares$669K11K
J P Morgan Exchange Traded FJEPIShares$637K11K
Vanguard Index FdsVVShares$634K2K
Gilead Sciences IncGILDShares$633K5K
Advanced Micro Devices IncAMDShares$628K3K
Ishares TrGOVTShares$592K26K
Taiwan Semiconductor ManufacTSMShares$565K2K
Ftai Aviation LtdShares$556K2K
J P Morgan Exchange Traded FJEPQShares$553K10K
Fifth Third BancorpFITBShares$551K12K
Spdr Series TrustBILSShares$550K6K
Johnson & JohnsonJNJShares$549K2K
Marvell Technology IncMRVLShares$541K5K
Select Sector Spdr TrXLKShares$533K4K
Ishares Silver TrustSLVShares$531K8K
Amgen IncAMGNShares$529K2K
Ge AerospaceGEShares$525K2K
First Tr Exchange Traded FdAIRRShares$510K5K
Ishares TrIEFAShares$509K6K
Visa IncVShares$501K2K
Linde PlcShares$499K1K
Procter & Gamble CoPGShares$484K3K
Schwab Strategic TrSCHDShares$470K15K
Ishares TrQUALShares$436K2K
Ishares TrESGDShares$405K4K
Bwx Technologies IncBWXTShares$401K2K
United Rentals IncURIShares$401K550
Ishares TrITOTShares$388K3K
Morgan StanleyMSShares$387K2K
Coca Cola CoKOShares$386K5K
Blackrock IncBLKShares$384K399
Lockheed Martin CorpLMTShares$381K630
Comfort Sys Usa IncFIXShares$372K270

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.