Latest Darden Wealth Group Inc Stock Portfolio

$196Million– No. of Holdings #148

Darden Wealth Group Inc Performance:

2026 Q1: -3.91%YTD: -3.91%2025: 21.76%

Performance for 2026 Q1 is -3.91%, and YTD is -3.91%, and 2025 is 21.76%.

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

On 2026-05-08, the fund reported it's updated stock portfolio. In the 13F Holdings report, Darden Wealth Group Inc reported an equity portfolio of $196.2 Millions as of 31 Mar, 2026.

The top stock holdings of Darden Wealth Group Inc are NVDA, GOOG, AAPL. The fund has invested 15.5% of it's portfolio in NVIDIA CORPORATION and 5.2% of portfolio in ALPHABET INC.

The fund managers got completely rid off RUBRIK INC., ISHARES TR (ACWF) and ORACLE CORP (ORCL) stocks. They significantly reduced their stock positions in SERIES PORTFOLIOS TR (ICAP), VANECK ETF TRUST (AFK) and VANGUARD INDEX FDS (VB). Darden Wealth Group Inc opened new stock positions in ARGAN INC (AGX), HARBOR ETF TRUST (HAPY) and FTAI AVIATION LTD (FTAI). The fund showed a lot of confidence in some stocks as they added substantially to AMERICAN CENTY ETF TR (AEMB), VANGUARD INTL EQUITY INDEX F (VEU) and VANGUARD INDEX FDS (VB).

Darden Wealth Group Inc Equity Portfolio Value

Last Reported on: 08 May, 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 -3.91% in the last quarter. In trailing 12 months, it's portfolio return was 29.27%.

Performance
S&P 500

New Buys

Ticker	$ Bought
argan inc	789,742
harbor etf trust	734,161
ftai aviation ltd	556,150
fifth third bancorp	550,959
marvell technology inc	541,308
select sector spdr tr	363,446
select sector spdr tr	290,591
invesco exch traded fd tr ii	284,073

New stocks bought by Darden Wealth Group Inc

Additions

Ticker	% Inc.
american centy etf tr	112
vanguard intl equity index f	106
vanguard index fds	72.85
astera labs inc	56.34
taiwan semiconductor manufac	49.11
ishares inc	45.63
ishares tr	42.11
celestica inc	29.22

Additions to existing portfolio by Darden Wealth Group Inc

Reductions

Ticker	% Reduced
series portfolios tr	-78.67
vaneck etf trust	-76.05
vanguard index fds	-61.6
ishares tr	-56.81
meta platforms inc	-41.62
oklo inc	-34.15
ssga active etf tr	-31.58
palo alto networks inc	-30.92

Darden Wealth Group Inc reduced stake in above stock

Sold off

Ticker	$ Sold
etfis ser tr i	-317,142
ishares tr	-638,664
rubrik inc.	-641,973
innodata inc	-295,561
toast inc	-201,342
oracle corp	-593,696
first tr exchange traded fd	-211,505
ishares u s etf tr	-264,134

Darden Wealth Group Inc got rid off the above stocks

Sector Distribution

Darden Wealth Group Inc has about 36.3% of it's holdings in Technology sector.

Technology
Others
Communication Services
Industrials
Consumer Cyclical
Utilities
Financial Services
Healthcare
Consumer Defensive

Sector	%
Technology	36.3
Others	34
Communication Services	7.9
Industrials	7.8
Consumer Cyclical	4.6
Utilities	2.8
Financial Services	2.5
Healthcare	2
Consumer Defensive	1.3

Market Cap. Distribution

Darden Wealth Group Inc has about 63.1% of it's portfolio invested in the large-cap and mega-cap stocks.

MEGA-CAP
UNALLOCATED
LARGE-CAP
MID-CAP

Category	%
MEGA-CAP	50.4
UNALLOCATED	34
LARGE-CAP	12.7
MID-CAP	2.9

Stocks belong to which Index?

About 61.7% 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 500	57.9
Others	38.3
RUSSELL 2000	3.8

Top 5 Winners (%)		%
FIX	comfort sys usa inc	41.5 %
GNRC	generac hldgs inc	37.6 %
XLB	select sector spdr tr	36.8 %
CVX	chevron corporation	35.6 %
XOM	exxon mobil corp	35.6 %

Top 5 Winners ($)		$
MU	micron technology inc	0.6 M
	ge vernova inc	0.4 M
ETN	eaton corp	0.3 M
ASML	asml hldg nv	0.3 M
XLB	select sector spdr tr	0.3 M

Top 5 Losers (%)		%
APP	applovin corp	-39.0 %
	astera labs inc	-29.8 %
ACN	accenture plc ireland	-26.1 %
ALCC	oklo inc	-25.6 %
MSFT	microsoft corp	-23.1 %

Top 5 Losers ($)		$
NVDA	nvidia corporation	-2.1 M
MSFT	microsoft corp	-2.1 M
APP	applovin corp	-1.1 M
GOOG	alphabet inc	-0.9 M
AVGO	broadcom inc	-0.8 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 148 stocks in it's portfolio. About 45.3% of the portfolio is in top 10 stocks. NVDA proved to be the most loss making stock for the portfolio. MU was the most profitable stock for Darden Wealth Group Inc last quarter.

Last Reported on: 08 May, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAAU	goldman sachs physical gold	0.11	4,608	212,843	new

AAPL	apple inc	4.36	33,729	8,560,210	reduced	-3.29

AAXJ	ishares tr	0.61	10,813	1,193,700	reduced	-1.74

AAXJ	ishares tr	0.40	3,584	784,036	added	42.11

AAXJ	ishares tr	0.34	11,300	668,847	unchanged	0.00

AAXJ	ishares tr	0.12	1,907	231,184	unchanged	0.00

ABBV	abbvie inc	0.53	4,775	1,038,510	unchanged	0.00

ACLS	axcelis technologies inc	0.11	2,385	221,995	new

ACN	accenture plc ireland	0.12	1,184	234,775	reduced	-0.25

ACWF	ishares tr	0.61	23,536	1,191,670	reduced	-0.95

ACWF	ishares tr	0.42	19,633	830,688	added	1.55

ACWF	ishares tr	0.13	5,491	253,653	reduced	-5.26

ACWF	ishares tr	0.00	0.00	0.00	sold off	-100

ACWV	ishares inc	0.16	8,000	307,120	added	26.98

AEMB	american centy etf tr	0.37	6,600	729,102	added	112

AFK	vaneck etf trust	0.89	4,575	1,754,310	added	3.86

AFK	vaneck etf trust	0.18	3,813	349,991	reduced	-76.05

AGT	ishares tr	0.21	4,233	404,759	unchanged	0.00

AGX	argan inc	0.40	1,450	789,742	new

AIG	american intl group inc	0.12	3,133	235,758	unchanged	0.00