Darden Wealth Group Inc
Sector Allocation
- Technology53.3%$134.4M
- Other22.9%$57.7M
- Industrials11.4%$28.9M
- Financials4.9%$12.3M
- Consumer Discretionary4.0%$10.0M
- Healthcare2.2%$5.6M
- Consumer Staples0.7%$1.8M
- Materials0.3%$766,518
- Utilities0.3%$711,639
- Energy0.1%$263,186
AUM History
13fpro.ai/research/fund/darden-wealth-group-inc-2011221
Conviction and streaks
Concentrating · top 10 = 47.5%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
NVDA
$34.2MMU
$16.0MGOOGL
$12.6MRKLB
$12.2MAAPL
$9.8MAVGO
$8.1MAMZN
$8.1MCRWD
$7.4MMSFT
$6.3MGOOG
$5.2M- ISHARES$4.1M
ANET
$3.9MCLS
$3.6METN
$3.3M- VANECK$3.2M
- JANUS$2.9M
- FIRST$2.7M
ASML
$2.3MRTX
$2.3MLLY
$2.3M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/darden-wealth-group-inc-2011221
Darden Wealth Group Inc 13F holdings — Q2 2026
$252.3M portfolio (+28.6% QoQ) · 155 holdings · Q2 2026 13F · top 10 are 48% of the stock portfolio
$34.2M
13.6% of stocks
-2%This quarter-1.4%Since filed7+ qtrsHeld$16.0M
6.3% of stocks
+21%This quarter+2.5%Since filed7+ qtrsHeld$12.6M
5.0% of stocks
-0.7%This quarter-11.9%Since filed7+ qtrsHeld$12.2M
4.8% of stocks
+4%This quarter-28.9%Since filed5 qtrsHeldAIQuality39.9#2,113Est. buyEstimated buy price is Pro: unlock with a free trialAdded 5 qtrs in a row$9.8M
3.9% of stocks
-0.1%This quarter+10.1%Since filed7+ qtrsHeld$8.1M
3.2% of stocks
-0.6%This quarter-21.7%Since filed7+ qtrsHeld$8.1M
3.2% of stocks
+0.9%This quarter-8.5%Since filed7+ qtrsHeld$7.4M
2.9% of stocks
+0.7%This quarter+26.3%Since filed7+ qtrsHeld$6.3M
2.5% of stocks
-5%This quarter+6.5%Since filed7+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row$5.2M
2.1% of stocks
+0.5%This quarter-11.9%Since filed7+ qtrsHeld
All holdings — Darden Wealth Group Inc (Q2 2026)
155 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | ISHARES TR - FLTG RATE NT ETFetf/fund | — | $4.1M | 1.6% | 81K | +4% | — | — | 13F |
| 12 | Arista Networks, Inc. | Technology | $3.9M | 1.6% | 23K | +3% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | CELESTICA INC | Technology | $3.6M | 1.4% | 9,824 | +0.5% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | Eaton Corp plc | Industrials | $3.3M | 1.3% | 7,682 | -0.9% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | — | VANECK ETF TRUST - SEMICONDUCTR ETFetf/fund | — | $3.2M | 1.3% | 4,951 | +8% | — | — | 13F |
| 16 | — | JANUS DETROIT STR TR - HENDRSON AAA CL | — | $2.9M | 1.2% | 58K | +21% | — | — | 13F |
| 17 | — | FIRST TR EXCH TRADED FD III - PFD SECS INC ETFpreferred | — | $2.7M | 1.1% | 151K | +0.2% | — | — | 13F |
| 18 | ASML HOLDING NV | Technology | $2.3M | 0.9% | 1,169 | +0.1% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | RTX Corp | Industrials | $2.3M | 0.9% | 12K | -0.9% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | ELI LILLY & Co | Healthcare | $2.3M | 0.9% | 1,932 | +67% | 7+ qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | GE Vernova Inc. | Industrials | $2.3M | 0.9% | 1,917 | +6% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | — | ISHARES TR - SELECT DIVID ETFetf/fund | — | $2.1M | 0.8% | 14K | -3% | — | — | 13F |
| 23 | — | ISHARES INC - CORE MSCI EMKTetf/fund | — | $2.1M | 0.8% | 26K | -0.1% | — | — | 13F |
| 24 | AppLovin Corp | Technology | $2.1M | 0.8% | 4,059 | -8% | 5 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | — | ISHARES TR - CORE S&P MCP ETFetf/fund | — | $2.1M | 0.8% | 27K | -4% | — | — | 13F |
| 26 | $MRVL | Marvell Technology, Inc. | Technology | $2.1M | 0.8% | 6,951 | +27% | |||
| 27 | $JPM | JPMORGAN CHASE & CO | Financials | $2.0M | 0.8% | 6,181 | +6% | |||
| 28 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $2.0M | 0.8% | 3,454 | +12% | |||
| 29 | $TT | Trane Technologies plc | Technology | $2.0M | 0.8% | 4,071 | +1% | |||
| 30 | $PANW | Palo Alto Networks Inc | Technology | $1.9M | 0.8% | 5,691 | +1% | |||
| 31 | $SPY | SPDR S&P 500 ETF TRUST | — | $1.9M | 0.8% | 2,594 | -0.2% | |||
| 32 | — | ISHARES TR - CORE S&P US GWT | — | $1.9M | 0.8% | 10K | -1% | |||
| 33 | — | ISHARES TR - CORE S&P SCP ETF | — | $1.9M | 0.7% | 13K | -3% | |||
| 34 | $GLD | SPDR GOLD TRUST | Financials | $1.9M | 0.7% | 5,044 | +5% | |||
| 35 | — | ISHARES INC - MSCI STH KOR ETF | — | $1.7M | 0.7% | 8,191 | New | |||
| 36 | — | ISHARES TR - TIPS BD ETF | — | $1.6M | 0.6% | 14K | -0.2% | |||
| 37 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $1.5M | 0.6% | 3,064 | -3% | |||
| 38 | $LRCX | LAM RESEARCH CORP | Technology | $1.5M | 0.6% | 3,533 | -0.9% | |||
| 39 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $1.5M | 0.6% | 1,999 | -0.2% | |||
| 40 | — | VANGUARD INDEX FDS - TOTAL STK MKT | — | $1.5M | 0.6% | 3,942 | +3% | |||
| 41 | $MA | Mastercard Inc | Financials | $1.4M | 0.6% | 2,791 | -2% | |||
| 42 | $ALAB | Astera Labs, Inc. | Technology | $1.4M | 0.6% | 2,955 | +6% | |||
| 43 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $1.4M | 0.6% | 1,970 | — | |||
| 44 | $PWR | QUANTA SERVICES, INC. | Industrials | $1.4M | 0.6% | 1,948 | +8% | |||
| 45 | $BA | BOEING CO | Industrials | $1.4M | 0.6% | 6,450 | -7% | |||
| 46 | $ARM | ARM HOLDINGS PLC /UK | Technology | $1.4M | 0.6% | 3,916 | New | |||
| 47 | — | ISHARES TR - CORE 1 5 YR USD | — | $1.3M | 0.5% | 26K | -0.9% | |||
| 48 | — | ISHARES TR - TRUST ISHARE 0-1 | — | $1.2M | 0.5% | 11K | +0.9% | |||
| 49 | $ABBV | AbbVie Inc. | Healthcare | $1.2M | 0.5% | 4,782 | +0.1% | |||
| 50 | $AGX | ARGAN INC | Industrials | $1.2M | 0.5% | 1,500 | +3% | |||
| 51 | — | ISHARES TR - TRS FLT RT BD | — | $1.2M | 0.5% | 23K | -0.6% | |||
| 52 | — | ISHARES TR - MSCI USA VALUE | — | $1.2M | 0.5% | 5,811 | -0.7% | |||
| 53 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $1.0M | 0.4% | 2,179 | +30% | |||
| 54 | — | VANGUARD INDEX FDS - MID CAP ETF | — | $1.0M | 0.4% | 13K | +289% | |||
| 55 | $SNDK | Sandisk Corp | Technology | $1.0M | 0.4% | 446 | New | |||
| 56 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $1.0M | 0.4% | 17K | — | |||
| 57 | — | DIMENSIONAL ETF TRUST - INTL CORE EQT MK | — | $956K | 0.4% | 23K | -11% | |||
| 58 | — | ISHARES TR - 0-5YR HI YL CP | — | $901K | 0.4% | 21K | +8% | |||
| 59 | $TSLA | Tesla, Inc. | Consumer Discretionary | $859K | 0.3% | 2,043 | -4% | |||
| 60 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $843K | 0.3% | 2,390 | -4% | |||
| 61 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $818K | 0.3% | 4,294 | +7% | |||
| 62 | — | ISHARES TR - US AER DEF ETF | — | $805K | 0.3% | 3,320 | -7% | |||
| 63 | — | AMERICAN CENTY ETF TR - US SML CP VALU | — | $774K | 0.3% | 6,200 | -6% | |||
| 64 | — | VANGUARD INDEX FDS - SMALL CP ETF | — | $770K | 0.3% | 2,542 | -3% | |||
| 65 | $CAT | CATERPILLAR INC | Industrials | $758K | 0.3% | 711 | +39% | |||
| 66 | — | ETF SER SOLUTIONS - BAHL GAYNOR SML | — | $742K | 0.3% | 23K | New | |||
| 67 | — | VANGUARD INDEX FDS - LARGE CAP ETF | — | $729K | 0.3% | 2,121 | — | |||
| 68 | — | ISHARES TR - CRE U S REIT ETF | — | $718K | 0.3% | 11K | -4% | |||
| 69 | — | J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM | — | $717K | 0.3% | 12K | +17% | |||
| 70 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $713K | 0.3% | 762 | -8% | |||
| 71 | $NEE | NEXTERA ENERGY INC | Utilities | $712K | 0.3% | 8,108 | -3% | |||
| 72 | $SITM | SITIME Corp | Technology | $711K | 0.3% | 953 | +8% | |||
| 73 | $NBIS | Nebius Group N.V. | Technology | $709K | 0.3% | 2,566 | +6% | |||
| 74 | $DDOG | Datadog, Inc. | Technology | $703K | 0.3% | 2,700 | +13% | |||
| 75 | $IREN | IREN Ltd | Financials | $677K | 0.3% | 15K | +85% | |||
| 76 | $META | Meta Platforms, Inc. | Technology | $673K | 0.3% | 1,195 | -28% | |||
| 77 | $FITB | FIFTH THIRD BANCORP | Financials | $671K | 0.3% | 12K | +0.5% | |||
| 78 | $WMT | Walmart Inc. | Consumer Staples | $665K | 0.3% | 5,867 | +1% | |||
| 79 | $JNJ | JOHNSON & JOHNSON | Healthcare | $657K | 0.3% | 2,588 | +15% | |||
| 80 | $GE | GENERAL ELECTRIC CO | Industrials | $643K | 0.3% | 1,720 | -7% | |||
| 81 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | — | $635K | 0.3% | 11K | +0.2% | |||
| 82 | — | EA SERIES TRUST - FREEDOM 100 EM | — | $629K | 0.3% | 8,623 | +73% | |||
| 83 | $URI | UNITED RENTALS, INC. | Industrials | $623K | 0.3% | 550 | — | |||
| 84 | — | FIRST TR EXCHANGE TRADED FD - RBA INDL ETF | — | $613K | 0.2% | 4,601 | — | |||
| 85 | — | ISHARES TR - US TREAS BD ETF | — | $588K | 0.2% | 26K | -0.1% | |||
| 86 | $GILD | GILEAD SCIENCES, INC. | Healthcare | $573K | 0.2% | 4,539 | — | |||
| 87 | $FTAI | FTAI Aviation Ltd. | Industrials | $563K | 0.2% | 2,080 | -8% | |||
| 88 | $AMGN | AMGEN INC | Healthcare | $551K | 0.2% | 1,521 | +1% | |||
| 89 | $COHR | COHERENT CORP. | Technology | $548K | 0.2% | 1,390 | New | |||
| 90 | $FIX | COMFORT SYSTEMS USA INC | Industrials | $535K | 0.2% | 270 | — | |||
| 91 | $V | VISA INC. | Financials | $535K | 0.2% | 1,558 | -6% | |||
| 92 | $LITE | Lumentum Holdings Inc. | Technology | $529K | 0.2% | 616 | +529% | |||
| 93 | $LIN | LINDE PLC | Materials | $522K | 0.2% | 1,006 | — | |||
| 94 | — | SPDR SERIES TRUST - ST STR BL 12 ETF | — | $522K | 0.2% | 5,251 | -5% | |||
| 95 | $MS | MORGAN STANLEY | Financials | $516K | 0.2% | 2,467 | +5% | |||
| 96 | $SYNA | SYNAPTICS Inc | Technology | $509K | 0.2% | 4,100 | New | |||
| 97 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $498K | 0.2% | 6,994 | -34% | |||
| 98 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $486K | 0.2% | 15K | +0.0% | |||
| 99 | — | ISHARES TR - MSCI USA QLT FCT | — | $485K | 0.2% | 2,209 | -3% | |||
| 100 | — | SERIES PORTFOLIOS TR - ELDRIDGE BBB B | — | $460K | 0.2% | 17K | +29% | |||
| 101 | — | ISHARES TR - CORE S&P TTL STK | — | $444K | 0.2% | 2,702 | -0.7% | |||
| 102 | — | ISHARES TR - ISHARES SEMICDTR | — | $438K | 0.2% | 683 | — | |||
| 103 | $IVZ | Invesco Ltd. | Financials | $436K | 0.2% | 7,796 | +42% | |||
| 104 | — | ISHARES TR - ESG AW MSCI EAFE | — | $435K | 0.2% | 4,233 | — | |||
| 105 | $KO | COCA COLA CO | Consumer Staples | $434K | 0.2% | 5,343 | +5% | |||
| 106 | $GNRC | GENERAC HOLDINGS INC. | Technology | $434K | 0.2% | 1,481 | +0.1% | |||
| 107 | $GAB | GABELLI EQUITY TRUST INC | — | $418K | 0.2% | 74K | +30% | |||
| 108 | — | VANGUARD WORLD FD - INDUSTRIAL ETF | — | $407K | 0.2% | 1,130 | — | |||
| 109 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | — | $392K | 0.2% | 2,473 | -0.2% | |||
| 110 | $BLK | BlackRock, Inc. | Financials | $387K | 0.1% | 402 | +0.8% | |||
| 111 | $BWXT | BWX Technologies, Inc. | Industrials | $382K | 0.1% | 1,960 | — | |||
| 112 | $IESC | IES Holdings, Inc. | Industrials | $378K | 0.1% | 515 | -16% | |||
| 113 | — | ISHARES INC - MSCI BRAZIL ETF | — | $361K | 0.1% | 10K | +31% | |||
| 114 | $ACLS | AXCELIS TECHNOLOGIES INC | Technology | $341K | 0.1% | 1,800 | -25% | |||
| 115 | $BA | BOEING CO | Industrials | $330K | 0.1% | 4,900 | — | |||
| 116 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $326K | 0.1% | 1,379 | +2% | |||
| 117 | — | PROCURE ETF TRUST II - SPACE ETF | — | $324K | 0.1% | 6,386 | New | |||
| 118 | $LMT | LOCKHEED MARTIN CORP | Industrials | $321K | 0.1% | 630 | — | |||
| 119 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $314K | 0.1% | 457 | +1% | |||
| 120 | $IVZ | Invesco Ltd. | Financials | $307K | 0.1% | 4,065 | +0.0% | |||
| 121 | — | FIDELITY COVINGTON TRUST - MSCI FINLS IDX | — | $299K | 0.1% | 3,900 | New | |||
| 122 | — | TCW ETF TRUST - FLEXIBLE INCOME | — | $298K | 0.1% | 7,599 | +5% | |||
| 123 | — | VANECK ETF TRUST - GOLD MINERS ETF | — | $298K | 0.1% | 3,944 | +3% | |||
| 124 | — | SELECT SECTOR SPDR TR - ST STR UTIL ETF | — | $277K | 0.1% | 6,100 | -4% | |||
| 125 | — | ISHARES TR - ESG MSCI KLD ETF | — | $272K | 0.1% | 1,908 | +0.1% | |||
| 126 | — | FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETF | — | $267K | 0.1% | 2,970 | New | |||
| 127 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $263K | 0.1% | 1,925 | -7% | |||
| 128 | — | ISHARES TR - CORE S&P500 ETF | — | $261K | 0.1% | 349 | — | |||
| 129 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $258K | 0.1% | 1,705 | — | |||
| 130 | $VECO | VEECO INSTRUMENTS INC | Technology | $258K | 0.1% | 3,400 | New | |||
| 131 | $GH | Guardant Health, Inc. | Healthcare | $255K | 0.1% | 1,700 | New | |||
| 132 | $DE | DEERE & CO | Industrials | $253K | 0.1% | 399 | — | |||
| 133 | — | ISHARES TR - CORE UNIVRSL USD | — | $253K | 0.1% | 5,483 | -0.1% | |||
| 134 | $PLTR | Palantir Technologies Inc. | Technology | $248K | 0.1% | 2,128 | -59% | |||
| 135 | $CCJ | CAMECO CORP | Materials | $244K | 0.1% | 2,400 | — | |||
| 136 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST DEEP ETF | — | $244K | 0.1% | 8,203 | +0.0% | |||
| 137 | — | VANGUARD STAR FDS - VG TL INTL STK F | — | $241K | 0.1% | 2,816 | +4% | |||
| 138 | $HIMX | Himax Technologies, Inc. | Technology | $240K | 0.1% | 16K | New | |||
| 139 | — | VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF | — | $236K | 0.1% | 4,880 | -66% | |||
| 140 | $AIG | AMERICAN INTERNATIONAL GROUP, INC. | Financials | $234K | 0.1% | 3,133 | — | |||
| 141 | $GS | GOLDMAN SACHS GROUP INC | Financials | $222K | 0.1% | 2,081 | New | |||
| 142 | $QCOM | QUALCOMM INC/DE | Technology | $221K | 0.1% | 1,196 | New | |||
| 143 | $NOC | NORTHROP GRUMMAN CORP /DE/ | Technology | $219K | 0.1% | 430 | — | |||
| 144 | $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | Financials | $213K | 0.1% | 3,903 | New | |||
| 145 | $TDY | TELEDYNE TECHNOLOGIES INC | Technology | $213K | 0.1% | 320 | New | |||
| 146 | $INTC | INTEL CORP | Technology | $207K | 0.1% | 1,480 | New | |||
| 147 | $IVZ | Invesco Ltd. | Financials | $205K | 0.1% | 10K | — | |||
| 148 | $IVZ | Invesco Ltd. | Financials | $204K | 0.1% | 11K | — | |||
| 149 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $204K | 0.1% | 725 | -20% | |||
| 150 | $IVZ | Invesco Ltd. | Financials | $204K | 0.1% | 10K | — |
What changed in Q2 2026
Against the previous quarter's 13F: 19 new, 60 added to, 51 trimmed, 14 sold out. Share-count changes; largest moves by dollar size first.
New positions (19)
- ISHARES INC - MSCI STH KOR ETF$1.7M
first bought this quarter
$ARMARM HOLDINGS PLC /UK$1.4M
first bought this quarter
$SNDKSandisk Corp$1.0M
first bought this quarter
- ETF SER SOLUTIONS - BAHL GAYNOR SML$742K
first bought this quarter
$COHRCOHERENT CORP.$548K
first bought this quarter
$SYNASYNAPTICS Inc$509K
first bought this quarter
+13 more in the Excel export
Added to (60)
now $16.0M · held 7+ qtrs, 4 adds in a row
now $2.3M · held 7+ qtrs, 3 adds in a row
- VANGUARD INDEX FDS - MID CAP ETF+289%
now $1.0M
- JANUS DETROIT STR TR - HENDRSON AAA CL+21%
now $2.9M
now $12.2M · held 5 qtrs, 5 adds in a row
$LITELumentum Holdings Inc.+529%
now $529K · held 2 qtrs, 2 adds in a row
+54 more in the Excel export
Trimmed (51)
now $34.2M · held 7+ qtrs, 6 trims in a row
- VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF-66%
now $236K
now $6.3M · held 7+ qtrs, 2 trims in a row
$PLTRPalantir Technologies Inc.-59%
now $248K · held 5 qtrs
- VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT-34%
now $498K
$METAMeta Platforms, Inc.-28%
now $673K · held 7+ qtrs, 3 trims in a row
+45 more in the Excel export
Holdings by quarter
Every 13F Darden Wealth Group Inc has filed, 10 earlier quarters. Pick one to see what it held then.
Is it too late to follow Darden Wealth Group?
Q2 2026 13F filed with the SEC on Aug 6, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Darden Wealth Group's top 20 holdings: 77/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)
Top 10 since filing
-4.0%
Value-weighted move of the 10 largest stock positions
Turnover
5%
Last quarter; 18% over the last 4
Top 10 weight
48%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
92%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
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 $GOOGL. During the quarter the fund opened 19 new positions and exited 14. The portfolio is most concentrated in Technology (53.3% of disclosed assets). All figures are sourced directly from Darden Wealth Group Inc’s Form 13F-HR filing with the SEC under CIK 2011221.
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AI-Powered Hedge Fund Analysis: Darden Wealth Group Inc
13F Pro is an AI hedge fund tracker and stock research platform. For Darden Wealth Group Inc (SEC CIK: 2011221), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Darden Wealth Group Inc's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.