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Latest Darden Wealth Group Inc Stock Portfolio

$252Million | No. of Holdings #153

Darden Wealth Group Inc Performance

2026 Q2+23.83%
YTD+18.99%
2025+21.76%

About Darden Wealth Group Inc and 13F Hedge Fund Stock Holdings

On 2026-08-06, the fund reported it's updated stock portfolio. In the 13F Holdings report, Darden Wealth Group Inc reported an equity portfolio of $252.3 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Darden Wealth Group Inc are NVDA, MU, GOOG. The fund has invested 13.6% of it's portfolio in NVIDIA CORPORATION and 6.3% of portfolio in MICRON TECHNOLOGY INC. <br><br> The fund managers got completely rid off SELECT SECTOR SPDR TR (XLB), CHEVRON CORPORATION (CVX) and HARBOR ETF TRUST (HAPY) stocks. They significantly reduced their stock positions in VANGUARD CHARLOTTE FDS (BNDX), PALANTIR TECHNOLOGIES INC (PLTR) and SACHEM CAP CORP (SACH). Darden Wealth Group Inc opened new stock positions in ISHARES INC (ACWV), ARM HOLDINGS PLC and ETF SER SOLUTIONS (BIGY). The fund showed a lot of confidence in some stocks as they added substantially to LUMENTUM HLDGS INC (LITE), VANGUARD INDEX FDS (VB) and IREN LIMITED (IREN).
Darden Wealth Group Inc Equity Portfolio Value
Last Reported on: 06 Aug, 2026
$252Million
  as of Aug 06, 2026

Darden Wealth Group Inc Annual Return Estimates Vs S&P 500

Our best estimate is that Darden Wealth Group Inc made a return of 23.83% in the last quarter. In trailing 12 months, it's portfolio return was 38.7%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
ishares inc1,653,760
arm holdings plc1,388,500
sandisk corp1,013,420
etf ser solutions741,506
coherent corp548,313
synaptics inc509,343
procure etf trust ii323,591
fidelity covington trust298,584
New stocks bought by Darden Wealth Group Inc

Additions

Ticker% Inc.
lumentum hldgs inc528
vanguard index fds288
iren limited85.11
ea series trust72.98
eli lilly & co66.7
invesco exch traded fd tr ii41.51
caterpillar inc39.41
ishares inc30.62
Additions to existing portfolio by Darden Wealth Group Inc

Reductions

Ticker% Reduced
vanguard charlotte fds-65.82
palantir technologies inc-58.54
sachem cap corp-36.03
vanguard tax-managed fds-34.28
meta platforms inc-27.79
axcelis technologies inc-24.53
international business machs-20.24
ies holdings inc-16.26
Darden Wealth Group Inc reduced stake in above stock

Sold off

Ticker$ Sold
harbor etf trust-734,161
select sector spdr tr-1,064,970
symbotic inc-687,078
ishares silver trust-531,355
ssga active etf tr-260,910
ishares tr-509,321
first tr exchange traded fd-207,825
chevron corporation-994,982
Darden Wealth Group Inc got rid off the above stocks

Sector Distribution

Darden Wealth Group Inc has about 40.7% of it's holdings in Technology sector.

  • Technology
  • Others
  • Communication Services
  • Industrials
  • Consumer Cyclical
  • Utilities
  • Healthcare
  • Financial Services
Sector%
Technology40.7
Others33.6
Communication Services7.4
Industrials6.7
Consumer Cyclical4
Utilities2.2
Healthcare2.2
Financial Services2.2

Market Cap. Distribution

Darden Wealth Group Inc has about 65.3% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • UNALLOCATED
  • LARGE-CAP
  • MID-CAP
Category%
MEGA-CAP52.3
UNALLOCATED33.6
LARGE-CAP13
MID-CAP1.1

Stocks belong to which Index?

About 60.8% of the stocks held by Darden Wealth Group Inc either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50057
Others39.2
RUSSELL 20003.8
Top 5 Winners (%)%
astera labs inc
299.3 %
MU
micron technology inc
181.7 %
AMD
advanced micro devices inc
160.1 %
YNDX
nebius group n.v.
153.8 %
MRVL
marvell technology inc
147.6 %
Top 5 Winners ($)$
MU
micron technology inc
10.3 M
NVDA
nvidia corporation
4.4 M
rocket lab corp
4.4 M
CRWD
crowdstrike hldgs inc
3.6 M
GOOG
alphabet inc
2.5 M
Top 5 Losers (%)%
VB
vanguard index fds
-61.7 %
NOC
northrop grumman corp
-25.4 %
XOM
exxon mobil corp
-18.7 %
AFK
vaneck etf trust
-17.6 %
LMT
lockheed martin corp
-15.7 %
Top 5 Losers ($)$
VB
vanguard index fds
-1.7 M
GLD
spdr gold tr
-0.3 M
PLTR
palantir technologies inc
-0.1 M
NOC
northrop grumman corp
-0.1 M
XOM
exxon mobil corp
-0.1 M

Darden Wealth Group Inc Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Darden Wealth Group Inc

Darden Wealth Group Inc has 153 stocks in it's portfolio. About 47.5% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. MU was the most profitable stock for Darden Wealth Group Inc last quarter.

$252.33MTotal Value
169Positions
06 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of Darden Wealth Group Inc, last reported on 06 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAAU
Goldman Sachs Physical Gold

Goldman Sachs Physical Gold

AAAU
Darden Wealth Group Inc's holding in Goldman Sachs Physical Gold over time
0%0.00
$0.00
0%
decreased 100 percentsold off
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Darden Wealth Group Inc's holding in Ishares Tr over time
0.48%10,909
$1.20M
0.48%
increased 0.89 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Darden Wealth Group Inc's holding in Ishares Tr over time
0.32%3,320
$804.8K
0.32%
decreased 7.37 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Darden Wealth Group Inc's holding in Ishares Tr over time
0.28%10,800
$717.7K
0.28%
decreased 4.42 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Darden Wealth Group Inc's holding in Ishares Tr over time
0.11%1,908
$271.6K
0.11%
increased 0.05 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
Darden Wealth Group Inc's holding in Ishares Tr over time
0.47%23,387
$1.18M
0.47%
decreased 0.63 percentreduced
ACWF
Ishares Tr

Ishares Tr

ACWF
Darden Wealth Group Inc's holding in Ishares Tr over time
0.36%21,239
$900.7K
0.36%
increased 8.18 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
Darden Wealth Group Inc's holding in Ishares Tr over time
0.1%5,483
$253.0K
0.1%
decreased 0.15 percentreduced
ACWV
Ishares Inc

Ishares Inc

ACWV
Darden Wealth Group Inc's holding in Ishares Inc over time
0.66%8,191
$1.65M
0.66%
new position
ACWV
Ishares Inc

Ishares Inc

ACWV
Darden Wealth Group Inc's holding in Ishares Inc over time
0.14%10,450
$360.5K
0.14%
increased 30.62 percentadded
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Darden Wealth Group Inc's holding in American Centy Etf Tr over time
0.31%6,200
$773.5K
0.31%
decreased 6.06 percentreduced
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Darden Wealth Group Inc's holding in Vaneck Etf Trust over time
1.29%4,951
$3.25M
1.29%
increased 8.22 percentadded
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Darden Wealth Group Inc's holding in Vaneck Etf Trust over time
0.12%3,944
$297.6K
0.12%
increased 3.44 percentadded
AGT
Ishares Tr

Ishares Tr

AGT
Darden Wealth Group Inc's holding in Ishares Tr over time
0.17%4,233
$435.2K
0.17%
unchanged 0 percentunchanged