Darden Wealth Group Inc

Institutional InvestorSimilar funds →SEC EDGAR: CIK 2011221
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13F Reported Value

$252.3M

Holdings

155

Latest Filing

2026-06-30

Filing Quarter

Q2 2026

Portfolio Overview

Darden Wealth Group Inc disclosed 155 positions worth $252.3M in its Form 13F-HR for Q2 2026, led by $NVDA (NVIDIA CORP) at 13.6% of the equity portfolio, followed by $MU and $GOOG. During the quarter the fund opened 19 new positions and exited 14. The portfolio is most concentrated in Technology (52.6% of disclosed assets). All figures are sourced directly from Darden Wealth Group Inc’s Form 13F-HR filing with the SEC under CIK 2011221.

Sector Allocation

TechnologyOtherIndustrialsFinancialsConsumer DiscretionaryHealthcare

AUM History

Top Equity Holdings by Value

Quarterly Activity — Q2 2026

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Top Holdings

AI Quality Scored

Unlock AI quality scores for every holding

32-signal composite ranking on each of Darden Wealth Group Inc's 155 positions.

Showing top 10 of 155 holdings.

Sector Allocation

Technology

$132.6M

Other

$57.7M

Industrials

$31.5M

Financials

$12.3M

Consumer Discretionary

$10.5M

Healthcare

$5.6M

Materials

$766,518

Utilities

$711,639

Top HoldingsDarden Wealth Group Inc (Q2 2026)

Top 150 of 155 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

TickerCompanyValue
NVDA$NVDANVIDIA CORP$34.2M
MU$MUMICRON TECHNOLOGY INC$16.0M
GOOG$GOOGAlphabet Inc.$12.6M
RKLB$RKLBRocket Lab Corp$12.2M
AAPL$AAPLApple Inc.$9.8M
AVGO$AVGOBroadcom Inc.$8.1M
AMZN$AMZNAMAZON COM INC$8.1M
CRWD$CRWDCrowdStrike Holdings, Inc.$7.4M
MSFT$MSFTMICROSOFT CORP$6.3M
GOOGL$GOOGLAlphabet Inc.$5.2M
ISHARES TR - FLTG RATE NT ETF$4.1M
ANET$ANETArista Networks, Inc.$3.9M
CLS$CLSCELESTICA INC$3.6M
ETN$ETNEaton Corp plc$3.3M
VANECK ETF TRUST - SEMICONDUCTR ETF$3.2M
JANUS DETROIT STR TR - HENDRSON AAA CL$2.9M
FIRST TR EXCH TRADED FD III - PFD SECS INC ETF$2.7M
ASML$ASMLASML HOLDING NV$2.3M
RTX$RTXRTX Corp$2.3M
LLY$LLYELI LILLY & Co$2.3M
GEV$GEVGE Vernova Inc.$2.3M
ISHARES TR - SELECT DIVID ETF$2.1M
ISHARES INC - CORE MSCI EMKT$2.1M
APP$APPAppLovin Corp$2.1M
ISHARES TR - CORE S&P MCP ETF$2.1M
MRVL$MRVLMarvell Technology, Inc.$2.1M
JPM$JPMJPMORGAN CHASE & CO$2.0M
AMD$AMDADVANCED MICRO DEVICES INC$2.0M
TT$TTTrane Technologies plc$2.0M
PANW$PANWPalo Alto Networks Inc$1.9M
SPY$SPYSPDR S&P 500 ETF TRUST$1.9M
ISHARES TR - CORE S&P US GWT$1.9M
ISHARES TR - CORE S&P SCP ETF$1.9M
GLD$GLDSPDR GOLD TRUST$1.9M
ISHARES INC - MSCI STH KOR ETF$1.7M
ISHARES TR - TIPS BD ETF$1.6M
BRK.B$BRK.BBERKSHIRE HATHAWAY INC$1.5M
LRCX$LRCXLAM RESEARCH CORP$1.5M
QQQ$QQQINVESCO QQQ TRUST, SERIES 1$1.5M
VANGUARD INDEX FDS - TOTAL STK MKT$1.5M
MA$MAMastercard Inc$1.4M
ALAB$ALABAstera Labs, Inc.$1.4M
AMAT$AMATAPPLIED MATERIALS INC /DE$1.4M
PWR$PWRQUANTA SERVICES, INC.$1.4M
BA$BABOEING CO$1.4M
ARM$ARMARM HOLDINGS PLC /UK$1.4M
ISHARES TR - CORE 1 5 YR USD$1.3M
ISHARES TR - TRUST ISHARE 0-1$1.2M
ABBV$ABBVAbbVie Inc.$1.2M
AGX$AGXARGAN INC$1.2M
ISHARES TR - TRS FLT RT BD$1.2M
ISHARES TR - MSCI USA VALUE$1.2M
TSM$TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$1.0M
VANGUARD INDEX FDS - MID CAP ETF$1.0M
SNDK$SNDKSandisk Corp$1.0M
VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF$1.0M
DIMENSIONAL ETF TRUST - INTL CORE EQT MK$955,763
ISHARES TR - 0-5YR HI YL CP$900,725
TSLA$TSLATesla, Inc.$859,286
HD$HDHOME DEPOT, INC.$843,076
SELECT SECTOR SPDR TR - ST STR TECHN ETF$818,098
ISHARES TR - US AER DEF ETF$804,759
AMERICAN CENTY ETF TR - US SML CP VALU$773,512
VANGUARD INDEX FDS - SMALL CP ETF$770,471
CAT$CATCATERPILLAR INC$757,516
ETF SER SOLUTIONS - BAHL GAYNOR SML$741,506
VANGUARD INDEX FDS - LARGE CAP ETF$729,433
ISHARES TR - CRE U S REIT ETF$717,660
J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM$716,747
COST$COSTCOSTCO WHOLESALE CORP /NEW$713,178
NEE$NEENEXTERA ENERGY INC$711,639
SITM$SITMSITIME Corp$710,519
NBIS$NBISNebius Group N.V.$708,652
DDOG$DDOGDatadog, Inc.$702,972
IREN$IRENIREN Ltd$677,216
META$METAMeta Platforms, Inc.$673,132
FITB$FITBFIFTH THIRD BANCORP$671,497
WMT$WMTWalmart Inc.$664,535
JNJ$JNJJOHNSON & JOHNSON$657,274
GE$GEGENERAL ELECTRIC CO$642,816
J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM$635,285
EA SERIES TRUST - FREEDOM 100 EM$628,646
URI$URIUNITED RENTALS, INC.$623,090
FIRST TR EXCHANGE TRADED FD - RBA INDL ETF$613,109
ISHARES TR - US TREAS BD ETF$587,815
GILD$GILDGILEAD SCIENCES, INC.$573,467
FTAI$FTAIFTAI Aviation Ltd.$562,702
AMGN$AMGNAMGEN INC$550,785
COHR$COHRCOHERENT CORP.$548,313
FIX$FIXCOMFORT SYSTEMS USA INC$535,127
V$VVISA INC.$534,627
LITE$LITELumentum Holdings Inc.$528,565
LIN$LINLINDE PLC$522,054
SPDR SERIES TRUST - ST STR BL 12 ETF$521,844
MS$MSMORGAN STANLEY$515,613
SYNA$SYNASYNAPTICS Inc$509,343
VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT$498,351
SCHWAB STRATEGIC TR - US DIVIDEND EQ$485,901
ISHARES TR - MSCI USA QLT FCT$484,742
SERIES PORTFOLIOS TR - ELDRIDGE BBB B$460,449
ISHARES TR - CORE S&P TTL STK$443,892
ISHARES TR - ISHARES SEMICDTR$437,842
IVZ$IVZInvesco Ltd.$435,785
ISHARES TR - ESG AW MSCI EAFE$435,195
KO$KOCOCA COLA CO$434,211
GNRC$GNRCGENERAC HOLDINGS INC.$433,652
GAB$GABGABELLI EQUITY TRUST INC$418,274
VANGUARD WORLD FD - INDUSTRIAL ETF$407,241
SELECT SECTOR SPDR TR - ST STR CARE ETF$392,366
BLK$BLKBlackRock, Inc.$386,934
BWXT$BWXTBWX Technologies, Inc.$381,514
IESC$IESCIES Holdings, Inc.$378,350
ISHARES INC - MSCI BRAZIL ETF$360,525
ACLS$ACLSAXCELIS TECHNOLOGIES INC$341,010
BA$BABOEING CO$329,770
VANGUARD SPECIALIZED FUNDS - DIV APP ETF$326,261
PROCURE ETF TRUST II - SPACE ETF$323,591
LMT$LMTLOCKHEED MARTIN CORP$320,960
VANGUARD INDEX FDS - S&P 500 ETF SHS$313,549
IVZ$IVZInvesco Ltd.$307,496
FIDELITY COVINGTON TRUST - MSCI FINLS IDX$298,584
TCW ETF TRUST - FLEXIBLE INCOME$297,952
VANECK ETF TRUST - GOLD MINERS ETF$297,559
SELECT SECTOR SPDR TR - ST STR UTIL ETF$276,574
ISHARES TR - ESG MSCI KLD ETF$271,626
FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETF$266,870
XOM.R34088$XOM.R34088EXXON MOBIL CORP$263,186
ISHARES TR - CORE S&P500 ETF$261,363
TJX$TJXTJX COMPANIES INC /DE/$258,308
VECO$VECOVEECO INSTRUMENTS INC$257,720
GH$GHGuardant Health, Inc.$255,051
DE$DEDEERE & CO$253,098
ISHARES TR - CORE UNIVRSL USD$253,034
PLTR$PLTRPalantir Technologies Inc.$248,274
CCJ$CCJCAMECO CORP$244,464
FIRST TR EXCHNG TRADED FD VI - FT VEST DEEP ETF$243,790
VANGUARD STAR FDS - VG TL INTL STK F$240,776
HIMX$HIMXHimax Technologies, Inc.$240,455
VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF$236,315
AIG$AIGAMERICAN INTERNATIONAL GROUP, INC.$233,502
GS$GSGOLDMAN SACHS GROUP INC$222,084
QCOM$QCOMQUALCOMM INC/DE$221,009
NOC$NOCNORTHROP GRUMMAN CORP /DE/$219,003
MUFG$MUFGMITSUBISHI UFJ FINANCIAL GROUP INC$213,455
TDY$TDYTELEDYNE TECHNOLOGIES INC$213,408
INTC$INTCINTEL CORP$206,652
IVZ$IVZInvesco Ltd.$205,100
IVZ$IVZInvesco Ltd.$204,325
IBM$IBMINTERNATIONAL BUSINESS MACHINES CORP$203,877
IVZ$IVZInvesco Ltd.$203,650

New Positions (19)

ISHARES INC - MSCI STH KOR ETF$1.7M
ARM$ARM ARM HOLDINGS PLC /UK$1.4M
SNDK$SNDK Sandisk Corp$1.0M
ETF SER SOLUTIONS - BAHL GAYNOR SML$741,506
COHR$COHR COHERENT CORP.$548,313
SYNA$SYNA SYNAPTICS Inc$509,343
PROCURE ETF TRUST II - SPACE ETF$323,591
FIDELITY COVINGTON TRUST - MSCI FINLS IDX$298,584
FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETF$266,870
VECO$VECO VEECO INSTRUMENTS INC$257,720
GH$GH Guardant Health, Inc.$255,051
HIMX$HIMX Himax Technologies, Inc.$240,455
GS$GS GOLDMAN SACHS GROUP INC$222,084
QCOM$QCOM QUALCOMM INC/DE$221,009
MUFG$MUFG MITSUBISHI UFJ FINANCIAL GROUP INC$213,455

Exited Positions (14)

SELECT SECTOR SPDR TR
CVX$CVX CHEVRON CORP
HARBOR ETF TRUST
SYM$SYM Symbotic Inc.
SLV$SLV iShares Silver Trust
ISHARES TR
PG$PG PROCTER & GAMBLE Co
VIST$VIST Vista Energy, S.A.B. de C.V.
KTOS$KTOS KRATOS DEFENSE & SECURITY SOLUTIONS, INC.
SSGA ACTIVE ETF TR
ACN$ACN Accenture plc
OKLO$OKLO Oklo Inc.
AAAU$AAAU Goldman Sachs Physical Gold ETF
FIRST TR EXCHANGE TRADED FD

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