Latest Darden Wealth Group Inc Stock Portfolio

Darden Wealth Group Inc Performance:

2025 Q4: 3.39%YTD: 21.15%2024: 16.8%

Performance for 2025 Q4 is 3.39%, and YTD is 21.15%, and 2024 is 16.8%.

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

On 2026-02-09, the fund reported it's updated stock portfolio. In the 13F Holdings report, Darden Wealth Group Inc reported an equity portfolio of $206.1 Millions as of 31 Dec, 2025.

The top stock holdings of Darden Wealth Group Inc are NVDA, GOOG, AAPL. The fund has invested 16.3% of it's portfolio in NVIDIA CORPORATION and 5.4% of portfolio in ALPHABET INC CAP STK.

The fund managers got completely rid off ABRDN PLATINUM ETF TRUST (PPLT), COREWEAVE INC COM CL A and DRAFTKINGS INC NEW COM CL A (DKNG) stocks. They significantly reduced their stock positions in ETFIS SER TR I (AMZA), MERCADOLIBRE INC (MELI) and SACHEM CAP CORP (SACH). Darden Wealth Group Inc opened new stock positions in ISHARES TR (AAXJ), J P MORGAN EXCHANGE TRADED F and ISHARES SILVER TRUST (SLV). The fund showed a lot of confidence in some stocks as they added substantially to SYMBOTIC INC (SYM), SELECT SECTOR SPDR TR (XLB) and VANECK ETF TRUST (AFK).

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

Our best estimate is that Darden Wealth Group Inc made a return of 3.39% in the last quarter. In trailing 12 months, it's portfolio return was 21.15%.

Performance
S&P 500

New Buys

Ticker	$ Bought
ishares tr	643,648
j p morgan exchange traded f	471,469
ishares silver trust	443,596
epam sys inc	327,808
kratos defense & sec solutions	326,413
innodata inc	295,561
astera labs inc	295,289
iren limited	293,700

New stocks bought by Darden Wealth Group Inc

Additions

Ticker	% Inc.
symbotic inc	119
select sector spdr tr	118
select sector spdr tr	93.48
vaneck etf trust	47.59
taiwan semiconductor mfg ltd	35.76
ge vernova inc	28.8
tcw etf trust	26.21
vaneck etf trust	20.26

Additions to existing portfolio by Darden Wealth Group Inc

Reductions

Ticker	% Reduced
etfis ser tr i	-35.49
mercadolibre inc	-33.33
sachem cap corp	-21.91
oracle corp	-18.79
dimensional etf trust	-18.2
disney walt co	-14.15
chevron corp	-13.09
united rentals inc	-11.45

Darden Wealth Group Inc reduced stake in above stock

Sold off

Ticker	$ Sold
draftkings inc new com cl a	-226,644
abrdn platinum etf trust	-622,957
ishares bitcoin trust etf	-252,375
coreweave inc com cl a	-288,753

Darden Wealth Group Inc got rid off the above stocks

Sector Distribution

Darden Wealth Group Inc has about 38.9% of it's holdings in Technology sector.

Sector	%
Technology	38.9
Others	32.3
Communication Services	8.8
Industrials	6.3
Consumer Cyclical	5
Utilities	2.7
Financial Services	2.2
Healthcare	2
Consumer Defensive	1.1

Market Cap. Distribution

Darden Wealth Group Inc has about 64.5% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
MEGA-CAP	48.7
UNALLOCATED	32.3
LARGE-CAP	15.8
SMALL-CAP	2.4

Stocks belong to which Index?

About 63.2% of the stocks held by Darden Wealth Group Inc either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	60.1
Others	36.8
RUSSELL 2000	3.1

Top 5 Winners (%)		%
MU	micron technology inc	69.7 %
	rocket lab corp	45.0 %
LLY	eli lilly & co	38.3 %
AMD	advanced micro devices inc	31.6 %
GOOG	alphabet inc cap stk	28.7 %

Top 5 Winners ($)		$
GOOG	alphabet inc cap stk	2.5 M
	rocket lab corp	2.3 M
MU	micron technology inc	1.2 M
GOOG	alphabet inc cap stk	1.0 M
AAPL	apple inc	0.6 M

Top 5 Losers (%)		%
XLB	select sector spdr tr	-43.1 %
XLB	select sector spdr tr	-41.1 %
ALCC	oklo inc	-35.0 %
ORCL	oracle corp	-27.8 %
YNDX	nebius group n.v.	-24.4 %

Top 5 Losers ($)		$
MSFT	microsoft corp	-0.6 M
XLB	select sector spdr tr	-0.6 M
ETN	eaton corp plc	-0.5 M
XLB	select sector spdr tr	-0.4 M
ANET	arista networks inc	-0.3 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 146 stocks in it's portfolio. About 48% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for Darden Wealth Group Inc last quarter.

Last Reported on: 09 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	4.60	34,876	9,481,550	added	0.41

AAXJ	ishares tr	0.59	11,004	1,212,170	reduced	-1.01

AAXJ	ishares tr	0.31	11,300	643,648	new

AAXJ	ishares tr	0.26	2,522	541,600	added	5.88

AAXJ	ishares tr	0.12	1,907	245,759	unchanged	0.00

ABBV	abbvie inc	0.53	4,775	1,091,040	added	3.2

ACN	accenture plc ireland	0.16	1,187	318,472	reduced	-7.77

ACWF	ishares tr	0.58	23,761	1,199,020	added	1.39

ACWF	ishares tr	0.40	19,333	828,818	reduced	-5.75

ACWF	ishares tr	0.31	9,200	638,664	unchanged	0.00

ACWF	ishares tr	0.13	5,796	269,777	reduced	-0.09

ACWV	ishares inc	0.10	6,300	200,151	new

AEMB	american centy etf tr	0.15	3,100	316,138	reduced	-3.12

AFK	vaneck etf trust	0.77	4,405	1,586,500	added	20.26

AFK	vaneck etf trust	0.66	15,922	1,365,700	added	47.59

AGT	ishares tr	0.20	4,233	402,516	unchanged	0.00

AIG	american intl group inc	0.13	3,133	268,028	unchanged	0.00

AIRR	first tr exchange traded fd	0.22	4,701	462,203	added	1.1

ALCC	oklo inc	0.23	6,538	469,167	added	6.55

AMAT	applied matls inc	0.25	1,970	506,270	unchanged	0.00