Darden Wealth Group Inc
CIK 2011221 · View on SEC EDGAR ↗
- Portfolio value
- $252.3M
- Positions
- 155
- As of
- June 30, 2026
#5,711 of 9,443 by 13F value · top 60.5%
Portfolio value QoQ: +28.6% 13F does not disclose cash
- Top 10 holdings weight
- 47.47%
- Top 25 holdings weight
- 63.90%
- Positions above 1%
- 17
- Effective number of positions
- 27.7
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 4.85% Est. buys $18,900,113 · sells $10,878,585
Median holding: 5.0 quarters Tracked Q4 2024–Q2 2026 · 76.7% still held
- New positions
- 19
- Increased
- 60
- Decreased
- 51
- Closed
- 14
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Technology
41.7%
Industrials
14.1%
Communication Services
7.3%
Retail
4.2%
Healthcare
2.2%
Communications
1.8%
Consumer Discretionary
1.6%
Financials
1.2%
Financial Services
1.2%
Utilities
0.3%
Materials
0.2%
Consumer Staples
0.2%
Energy
0.2%
Other/Unmapped
23.9%
Full portfolio 155 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| NVDA NVIDIA Corporation - Common Stock | $34,193,172 | 13.55% | 170,889 | $3,699,834 | Down ×6 | ||
| MU Micron Technology, Inc. - Common Stock | $16,028,773 | 6.35% | 13,886 | $12,164,134 | Up ×4 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $12,558,070 | 4.98% | 35,140 | $2,384,537 | Down ×6 | ||
| RKLB Rocket Lab Corporation - Common Stock | $12,247,248 | 4.85% | 120,484 | $4,826,094 | Up ×4 | ||
| AAPL Apple Inc. - Common Stock | $9,751,888 | 3.86% | 33,702 | $1,191,678 | Down ×2 | ||
| AVGO Broadcom Inc. - Common Stock | $8,091,968 | 3.21% | 21,421 | $1,424,352 | Down ×2 | ||
| AMZN Amazon.com, Inc. - Common Stock | $8,055,557 | 3.19% | 33,799 | $1,081,853 | Up ×3 | ||
| CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | $7,350,564 | 2.91% | 9,632 | $3,614,731 | Up ×4 | ||
| MSFT Microsoft Corporation - Common Stock | $6,313,550 | 2.50% | 16,925 | $-314,721 | Down ×2 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $5,198,544 | 2.06% | 14,713 | $998,340 | Up ×1 | ||
| FLOT | $4,131,806 | 1.64% | 80,936 | $154,366 | Up ×1 | ||
| ANET Arista Networks, Inc. Common Stock | $3,949,540 | 1.57% | 23,249 | $1,171,397 | Up ×5 | ||
| CLS Celestica, Inc. Common Stock | $3,583,838 | 1.42% | 9,824 | $830,947 | Up ×5 | ||
| ETN Eaton Corporation, PLC Ordinary Shares | $3,273,265 | 1.30% | 7,682 | $500,050 | Down ×6 | ||
| SMH SMH | $3,247,088 | 1.29% | 4,951 | $1,492,780 | Up ×5 | ||
| JAAA | $2,930,758 | 1.16% | 58,046 | $509,614 | Up ×6 | ||
| FPE | $2,704,462 | 1.07% | 151,256 | $24,411 | Up ×1 | ||
| ASML ASML Holding N.V. - New York Registry Shares | $2,324,866 | 0.92% | 1,169 | $781,412 | Up ×1 | ||
| RTX RTX Corporation Common Stock | $2,320,398 | 0.92% | 12,230 | $-59,409 | Down ×1 | ||
| LLY Eli Lilly and Company Common Stock | $2,317,299 | 0.92% | 1,932 | $1,251,286 | Up ×3 | ||
| GEV GE Vernova Inc. Common Stock | $2,252,236 | 0.89% | 1,917 | $675,779 | Up ×1 | ||
| DVY iShares Select Dividend ETF | $2,121,032 | 0.84% | 13,570 | $9,483 | Down ×5 | ||
| IEMG | $2,114,323 | 0.84% | 25,523 | $331,523 | Down ×1 | ||
| APP Applovin Corporation - Class A Common Stock | $2,091,240 | 0.83% | 4,059 | $334,529 | Down ×1 | ||
| IJH | $2,087,815 | 0.83% | 27,076 | $181,509 | Down ×3 | ||
| MRVL Marvell Technology, Inc. - Common Stock | $2,070,633 | 0.82% | 6,951 | $1,529,325 | Up ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $2,023,196 | 0.80% | 6,181 | $303,565 | Up ×3 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $2,006,463 | 0.80% | 3,454 | $1,378,053 | Up ×1 | ||
| TT Trane Technologies plc | $1,999,590 | 0.79% | 4,071 | $320,062 | Up ×1 | ||
| PANW Palo Alto Networks, Inc. - Common Stock | $1,940,745 | 0.77% | 5,691 | $1,037,984 | Up ×1 | ||
| SPY SPY | $1,937,313 | 0.77% | 2,594 | $245,867 | Down ×3 | ||
| IUSG iShares Core S&P U.S. Growth ETF | $1,889,575 | 0.75% | 10,046 | $312,933 | Down ×6 | ||
| IJR | $1,874,878 | 0.74% | 12,642 | $259,923 | Down ×3 | ||
| GLD | $1,858,109 | 0.74% | 5,044 | $-217,609 | Up ×5 | ||
| EWY | $1,653,763 | 0.66% | 8,191 | Up ×1 | |||
| TIP | $1,552,575 | 0.62% | 14,188 | $-16,804 | Down ×6 | ||
| BRKB | $1,533,195 | 0.61% | 3,064 | $21,799 | Down ×2 | ||
| LRCX Lam Research Corporation - Common Stock | $1,530,955 | 0.61% | 3,533 | $769,258 | Down ×1 | ||
| QQQ Invesco QQQ Trust, Series 1 | $1,471,801 | 0.58% | 1,999 | $314,627 | Down ×3 | ||
| VTI | $1,458,587 | 0.58% | 3,942 | $225,489 | Up ×1 | ||
| MA Mastercard Incorporated Common Stock | $1,433,244 | 0.57% | 2,791 | $13,962 | Down ×2 | ||
| ALAB Astera Labs, Inc. - Common Stock | $1,427,324 | 0.57% | 2,955 | $1,123,184 | Up ×2 | ||
| AMAT Applied Materials, Inc. - Common Stock | $1,424,310 | 0.56% | 1,970 | $750,984 | |||
| PWR Quanta Services, Inc. Common Stock | $1,402,638 | 0.56% | 1,948 | $414,402 | Up ×3 | ||
| BA Boeing Company (The) Common Stock | $1,396,232 | 0.55% | 6,450 | $17,950 | Down ×2 | ||
| ARM Arm Holdings plc - American Depositary Shares | $1,388,496 | 0.55% | 3,916 | Up ×1 | |||
| ISTB iShares Core 1-5 Year USD Bond ETF | $1,260,615 | 0.50% | 26,127 | $-16,432 | Down ×6 | ||
| SHV iShares 0-1 Year Treasury Bond ETF | $1,203,806 | 0.48% | 10,909 | $10,102 | Up ×1 | ||
| ABBV AbbVie Inc. Common Stock | $1,203,342 | 0.48% | 4,782 | $164,828 | Up ×1 | ||
| AGX Argan, Inc. Common Stock | $1,197,825 | 0.47% | 1,500 | $408,083 | Up ×1 | ||
| TFLO | $1,184,075 | 0.47% | 23,387 | $-7,594 | Down ×2 | ||
| VLUE | $1,161,009 | 0.46% | 5,811 | $328,790 | Down ×6 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $1,040,825 | 0.41% | 2,179 | $476,300 | Up ×3 | ||
| VO | $1,024,206 | 0.41% | 12,712 | $84,841 | Up ×1 | ||
| SNDK Sandisk Corporation - Common Stock | $1,013,424 | 0.40% | 446 | Up ×1 | |||
| VWO | $1,007,806 | 0.40% | 16,884 | $95,226 | |||
| DFAI | $955,763 | 0.38% | 23,170 | $-63,820 | Down ×3 | ||
| SHYG | $900,725 | 0.36% | 21,239 | $70,037 | Up ×2 | ||
| TSLA Tesla, Inc. - Common Stock | $859,286 | 0.34% | 2,043 | $70,061 | Down ×1 | ||
| HD Home Depot, Inc. (The) Common Stock | $843,076 | 0.33% | 2,390 | $26,612 | Down ×1 | ||
| XLK XLK | $818,098 | 0.32% | 4,294 | $284,636 | Up ×5 | ||
| ITA ITA | $804,759 | 0.32% | 3,320 | $20,723 | Down ×1 | ||
| AVUV | $773,512 | 0.31% | 6,200 | $44,410 | Down ×1 | ||
| VB | $770,471 | 0.31% | 2,542 | $86,651 | Down ×1 | ||
| CAT Caterpillar, Inc. Common Stock | $757,516 | 0.30% | 711 | $396,023 | Up ×1 | ||
| SMIG | $741,506 | 0.29% | 22,600 | Up ×1 | |||
| VV | $729,433 | 0.29% | 2,121 | $95,573 | |||
| USRT | $717,660 | 0.28% | 10,800 | $48,813 | Down ×1 | ||
| JEPQ JPMorgan Nasdaq Equity Premium Income ETF | $716,747 | 0.28% | 11,662 | $163,657 | Up ×2 | ||
| COST Costco Wholesale Corporation - Common Stock | $713,178 | 0.28% | 762 | $-114,069 | Down ×3 | ||
| NEE NextEra Energy, Inc. Common Stock | $711,639 | 0.28% | 8,108 | $-60,751 | Down ×1 | ||
| SITM SiTime Corporation - Common Stock | $710,519 | 0.28% | 953 | $406,611 | Up ×1 | ||
| NBIS Nebius Group N.V. - Class A Ordinary Shares | $708,652 | 0.28% | 2,566 | $458,072 | Up ×1 | ||
| DDOG Datadog, Inc. - Class A Common Stock | $702,972 | 0.28% | 2,700 | $419,652 | Up ×1 | ||
| IREN IREN Limited - Ordinary Shares | $677,216 | 0.27% | 14,809 | $402,976 | Up ×2 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $673,132 | 0.27% | 1,195 | $-273,743 | Down ×3 | ||
| FITB Fifth Third Bancorp - Common Stock | $671,497 | 0.27% | 11,912 | $120,538 | Up ×1 | ||
| WMT Walmart Inc. - Common Stock | $664,535 | 0.26% | 5,867 | $-55,773 | Up ×1 | ||
| JNJ Johnson & Johnson Common Stock | $657,274 | 0.26% | 2,588 | $108,018 | Up ×1 | ||
| GE GE Aerospace Common Stock | $642,816 | 0.25% | 1,720 | $117,842 | Down ×2 | ||
| JEPI | $635,285 | 0.25% | 11,248 | $-1,219 | Up ×3 | ||
| FRDM | $628,646 | 0.25% | 8,623 | $356,216 | Up ×1 | ||
| URI United Rentals, Inc. Common Stock | $623,090 | 0.25% | 550 | $222,382 | |||
| AIRR First Trust RBA American Industrial Renaissance ETF | $613,109 | 0.24% | 4,601 | $103,389 | |||
| GOVT | $587,815 | 0.23% | 25,804 | $-4,019 | Down ×4 | ||
| GILD Gilead Sciences, Inc. - Common Stock | $573,467 | 0.23% | 4,539 | $-59,144 | |||
| FTAI FTAI Aviation Ltd. - Common Stock | $562,702 | 0.22% | 2,080 | $6,552 | Down ×1 | ||
| AMGN Amgen Inc. - Common Stock | $550,785 | 0.22% | 1,521 | $21,603 | Up ×1 | ||
| COHR Coherent Corp. Common Stock | $548,313 | 0.22% | 1,390 | Up ×1 | |||
| FIX Comfort Systems USA, Inc. Common Stock | $535,127 | 0.21% | 270 | $162,800 | |||
| V Visa Inc. | $534,627 | 0.21% | 1,558 | $33,524 | Down ×2 | ||
| LITE Lumentum Holdings Inc. - Common Stock | $528,565 | 0.21% | 616 | $459,695 | Up ×1 | ||
| LIN Linde plc - Ordinary Shares | $522,054 | 0.21% | 1,006 | $23,320 | |||
| BILS | $521,844 | 0.21% | 5,251 | $-27,661 | Down ×1 | ||
| MS Morgan Stanley Common Stock | $515,613 | 0.20% | 2,467 | $128,874 | Up ×1 | ||
| SYNA Synaptics Incorporated - Common Stock | $509,343 | 0.20% | 4,100 | Up ×1 | |||
| VEA | $498,351 | 0.20% | 6,994 | $-183,588 | Down ×2 | ||
| SCHD | $485,901 | 0.19% | 15,323 | $15,836 | Up ×2 | ||
| QUAL | $484,742 | 0.19% | 2,209 | $48,564 | Down ×3 | ||
| CLOZ | $460,449 | 0.18% | 17,428 | $114,995 | Up ×1 | ||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
| Security | Value | % of portfolio | Streak |
|---|---|---|---|
| MU | $16,028,773 | 6.35% | up ×4 |
| RKLB | $12,247,248 | 4.85% | up ×4 |
| AMZN | $8,055,557 | 3.19% | up ×3 |
| CRWD | $7,350,564 | 2.91% | up ×4 |
| ANET | $3,949,540 | 1.57% | up ×5 |
| CLS | $3,583,838 | 1.42% | up ×5 |
| SMH | $3,247,088 | 1.29% | up ×5 |
| JAAA | $2,930,758 | 1.16% | up ×6 |
| LLY | $2,317,299 | 0.92% | up ×3 |
| JPM | $2,023,196 | 0.80% | up ×3 |
| GLD | $1,858,109 | 0.74% | up ×5 |
| PWR | $1,402,638 | 0.56% | up ×3 |
| TSM | $1,040,825 | 0.41% | up ×3 |
| XLK | $818,098 | 0.32% | up ×5 |
| JEPI | $635,285 | 0.25% | up ×3 |
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| EWY | $1,653,763 | 8,191 | 0.66% |
| ARM | $1,388,496 | 3,916 | 0.55% |
| SNDK | $1,013,424 | 446 | 0.40% |
| SMIG | $741,506 | 22,600 | 0.29% |
| COHR | $548,313 | 1,390 | 0.22% |
| SYNA | $509,343 | 4,100 | 0.20% |
| UFO | $323,591 | 6,386 | 0.13% |
| FNCL | $298,584 | 3,900 | 0.12% |
| CIBR | $266,870 | 2,970 | 0.11% |
| VECO | $257,720 | 3,400 | 0.10% |
| GH | $255,051 | 1,700 | 0.10% |
| HIMX | $240,455 | 15,675 | 0.10% |
| JUST | $222,084 | 2,081 | 0.09% |
| QCOM | $221,009 | 1,196 | 0.09% |
| ESGE | $213,455 | 3,903 | 0.08% |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| MU | Bought more | +2K | +$12.2M |
| RKLB | Bought more | +5K | +$4.8M |
| NVDA | Trimmed | -4K | +$3.7M |
| CRWD | Bought more | +63 | +$3.6M |
| GOOGL | Trimmed | -238 | +$2.4M |
| MRVL | Bought more | +1K | +$1.5M |
| SMH | Bought more | +376 | +$1.5M |
| AVGO | Trimmed | -121 | +$1.4M |
| AMD | Bought more | +365 | +$1.4M |
| LLY | Bought more | +773 | +$1.3M |
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| NOW | Sept. 30, 2025 | 1,588 | $1,632,591 | -32.9% |
| AMD | March 31, 2025 | 10,579 | $1,277,837 | 351.9% |
| RKLBXXXX | June 30, 2025 | 68,250 | $1,220,310 | No longer tracked |
| XLE | June 30, 2026 | 17,384 | $1,064,969 | No longer tracked |
| CVX | June 30, 2026 | 4,809 | $994,982 | 24.9% |
| HGER | June 30, 2026 | 23,675 | $734,161 | 17.5% |
| SYM | June 30, 2026 | 12,915 | $687,078 | -11.2% |
| RBRK | March 31, 2026 | 8,394 | $641,973 | 100.9% |
| DGRO | March 31, 2026 | 9,200 | $638,664 | No longer tracked |
| PPLT | Dec. 31, 2025 | 4,360 | $622,957 | No longer tracked |
| ADBE | March 31, 2025 | 1,361 | $605,209 | -29.4% |
| NEEPRR | Sept. 30, 2025 | 15,069 | $598,842 | No longer tracked |
| ORCL | March 31, 2026 | 3,046 | $593,696 | -5.4% |
| UNH | June 30, 2025 | 1,054 | $552,032 | 26.6% |
| SLV | June 30, 2026 | 7,798 | $531,355 | No longer tracked |
| IEFA | June 30, 2026 | 5,626 | $509,321 | No longer tracked |
| PG | June 30, 2026 | 3,353 | $484,450 | -0.4% |
| MCD | June 30, 2025 | 1,420 | $443,565 | -7.1% |
| BLDR | March 31, 2025 | 2,530 | $361,612 | -42.5% |
| EWG | Sept. 30, 2025 | 8,475 | $358,577 | No longer tracked |
| IBM | Sept. 30, 2025 | 1,159 | $341,650 | -16.7% |
| EPAM | March 31, 2026 | 1,600 | $327,808 | -22.9% |
| RSP | March 31, 2026 | 1,710 | $327,568 | No longer tracked |
| TMO | June 30, 2025 | 640 | $318,464 | 51.7% |
| PFFA | March 31, 2026 | 14,716 | $317,142 | No longer tracked |
| BSV | Sept. 30, 2025 | 4,014 | $315,901 | No longer tracked |
| MELI | March 31, 2026 | 150 | $302,139 | 5.2% |
| INOD | March 31, 2026 | 5,801 | $295,561 | 57.8% |
| ATI | Sept. 30, 2025 | 3,400 | $293,556 | 170.5% |
| CRWV | Dec. 31, 2025 | 2,110 | $288,753 | 25.2% |
| VIST | June 30, 2026 | 3,700 | $279,239 | 10.4% |
| ISRG | Sept. 30, 2025 | 510 | $277,139 | -10.0% |
| XLV | Sept. 30, 2025 | 1,992 | $268,502 | No longer tracked |
| KTOS | June 30, 2026 | 3,760 | $265,117 | 19.6% |
| IETC | March 31, 2026 | 2,600 | $264,134 | No longer tracked |
| MRVL | March 31, 2025 | 2,390 | $263,975 | 277.6% |
| GNRC | Sept. 30, 2025 | 1,830 | $262,074 | 23.6% |
| SRLN | June 30, 2026 | 6,500 | $260,910 | No longer tracked |
| NUMG | March 31, 2025 | 5,413 | $256,467 | No longer tracked |
| IBIT | Dec. 31, 2025 | 3,882 | $252,375 | |
| MSTR | March 31, 2025 | 850 | $246,177 | -66.3% |
| APO | March 31, 2026 | 1,700 | $246,092 | 19.7% |
| MSTR | Sept. 30, 2025 | 600 | $242,538 | -69.8% |
| MGK | March 31, 2025 | 700 | $240,387 | No longer tracked |
| ACN | June 30, 2026 | 1,184 | $234,775 | 44.9% |
| SOXX | March 31, 2025 | 1,083 | $233,443 | 174.0% |
| DIS | March 31, 2026 | 2,032 | $231,181 | 10.4% |
| DKNG | Dec. 31, 2025 | 6,060 | $226,644 | -29.6% |
| ISRG | March 31, 2026 | 400 | $226,544 | -12.7% |
| EWZ | Sept. 30, 2025 | 7,800 | $225,030 | No longer tracked |
| OKLO | June 30, 2026 | 4,305 | $213,484 | -22.1% |
| AAAU | June 30, 2026 | 4,608 | $212,843 | No longer tracked |
| CEG | March 31, 2026 | 600 | $211,962 | -3.8% |
| CIBR | March 31, 2026 | 2,960 | $211,505 | |
| XOM | Sept. 30, 2025 | 1,955 | $210,749 | 48.9% |
| DSI | March 31, 2025 | 1,907 | $210,315 | No longer tracked |
| SDVY | June 30, 2026 | 5,270 | $207,825 | |
| INDA | Sept. 30, 2025 | 3,715 | $206,851 | No longer tracked |
| AVAV | March 31, 2026 | 850 | $205,607 | -7.5% |
| QCOM | March 31, 2026 | 1,196 | $204,576 | 25.6% |
| TOST | Sept. 30, 2025 | 4,600 | $203,734 | -2.2% |
| DE | Sept. 30, 2025 | 399 | $202,888 | 29.5% |
| TOST | March 31, 2026 | 5,670 | $201,342 | 34.7% |
| JUST | March 31, 2026 | 2,070 | $200,201 | No longer tracked |
| INTC | June 30, 2025 | 5,579 | $126,699 | 311.4% |