Latest Darden Wealth Group Inc Stock Portfolio

Darden Wealth Group Inc Performance:

2025 Q3: 10.49%YTD: 16.2%2024: 19.64%

Performance for 2025 Q3 is 10.49%, and YTD is 16.2%, and 2024 is 19.64%.

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

In it's latest 13F Holdings report, Darden Wealth Group Inc reported an equity portfolio of $191.3 Millions as of 30 Sep, 2025.

The top stock holdings of Darden Wealth Group Inc are NVDA, MSFT, AAPL. The fund has invested 17.9% of it's portfolio in NVIDIA CORPORATION and 4.8% of portfolio in MICROSOFT CORP.

The fund managers got completely rid off SERVICENOW INC (NOW), NEXTERA ENERGY INC (NEE) and ISHARES MSCI GERMANY (ACWV) stocks. They significantly reduced their stock positions in MERCADOLIBRE INC COM (MELI), ISHARES TR (ACWF) and ACCENTURE PLC IRELAND SHS CLASS A (ACN). Darden Wealth Group Inc opened new stock positions in VANECK ETF TRUST (AFK), NEXTERA ENERGY INC COM (NEE) and ABRDN PLATINUM ETF TRUST (PPLT). The fund showed a lot of confidence in some stocks as they added substantially to SERIES PORTFOLIOS TR (ICAP), RUBRIK INC. CL A and SPDR GOLD TR (GLD).

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

Our best estimate is that Darden Wealth Group Inc made a return of 10.49% in the last quarter. In trailing 12 months, it's portfolio return was 20.06%.

New Buys

Ticker	$ Bought
first tr exch traded fd iii	2,780,710
vaneck etf trust	824,203
nextera energy inc com	638,192
abrdn platinum etf trust	622,957
amgen inc com	424,429
vanguard index fds	384,166
nebius group n.v. shs class a	351,405
symbotic inc class a com	331,485

New stocks bought by Darden Wealth Group Inc

Additions

Ticker	% Inc.
series portfolios tr	188
rubrik inc. cl a	143
spdr gold tr	94.16
palantir technologies inc cl a	57.76
oracle corp com	57.61
advanced micro devices inc com	38.07
palo alto networks inc com	34.81
janus detroit str tr	32.4

Additions to existing portfolio by Darden Wealth Group Inc

Reductions

Ticker	% Reduced
mercadolibre inc com	-45.78
ishares tr	-31.85
accenture plc ireland shs class a	-28.1
eli lilly & co com	-22.64
asml holding n v n y registry shs	-17.92
vanguard index fds	-14.66
vanguard charlotte fds	-14.21
coreweave inc com cl a	-14.05

Darden Wealth Group Inc reduced stake in above stock

Sold off

Ticker	$ Sold
nextera energy inc	-598,842
ishares msci germany	-358,577
ishares msci brazil	-225,030
toast inc	-203,734
vanguard short-term bond	-315,901
ishares msci india	-206,851
ati inc	-293,556
health care select sector spdr fund	-268,502

Darden Wealth Group Inc got rid off the above stocks

Sector Distribution

Darden Wealth Group Inc has about 40.3% of it's holdings in Technology sector.

Sector	%
Technology	40.3
Others	31.6
Communication Services	7.8
Industrials	6.3
Consumer Cyclical	5.3
Utilities	2.8
Financial Services	2.3
Healthcare	1.7
Consumer Defensive	1.2

Market Cap. Distribution

Darden Wealth Group Inc has about 65.4% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
MEGA-CAP	50
UNALLOCATED	31.6
LARGE-CAP	15.4
SMALL-CAP	2.4

Stocks belong to which Index?

About 63.8% of the stocks held by Darden Wealth Group Inc either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	61
Others	36.2
RUSSELL 2000	2.8

Top 5 Winners (%)		%
APP	applovin corp	100.9 %
ANET	arista networks inc com shs	40.4 %
TSLA	tesla inc com	40.0 %
GOOG	alphabet inc cap stk	37.9 %
LRCX	lam research corp com new	37.6 %

Top 5 Winners ($)		$
NVDA	nvidia corporation	5.4 M
GOOG	alphabet inc cap stk	2.4 M
AAPL	apple inc	1.8 M
APP	applovin corp	1.3 M
AVGO	broadcom inc	1.0 M

Top 5 Losers (%)		%
ACN	accenture plc ireland shs class a	-17.5 %
MELI	mercadolibre inc com	-10.6 %
DKNG	draftkings inc new com cl a	-10.5 %
AIG	american intl group inc com new	-8.2 %
DIS	disney walt co com	-7.7 %

Top 5 Losers ($)		$
CRWD	crowdstrike hldgs inc	-0.1 M
MELI	mercadolibre inc com	-0.1 M
ACN	accenture plc ireland shs class a	-0.1 M
TT	trane technologies plc shs	-0.1 M
COST	costco whsl corp new com	0.0 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 132 stocks in it's portfolio. About 47.6% of the portfolio is in top 10 stocks. CRWD proved to be the most loss making stock for the portfolio. NVDA was the most profitable stock for Darden Wealth Group Inc last quarter.

Last Reported on: 10 Nov, 2025

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	4.62	34,732	8,843,950	reduced	-2.84

AAXJ	ishares tr	0.64	11,116	1,228,210	reduced	-2.66

AAXJ	ishares tr	0.26	2,382	498,605	added	8.17

AAXJ	ishares tr	0.13	1,907	240,265	unchanged	0.00

ABBV	abbvie inc com	0.56	4,627	1,071,340	unchanged	0.00

ACN	accenture plc ireland shs class a	0.17	1,287	317,374	reduced	-28.1

ACWF	ishares tr	0.62	23,435	1,185,620	added	0.26

ACWF	ishares tr	0.46	20,513	888,218	reduced	-1.47

ACWF	ishares tr	0.33	9,200	626,336	reduced	-31.85

ACWF	ishares tr	0.14	5,801	270,990	reduced	-5.71

ACWV	ishares msci germany	0.00	0.00	0.00	sold off	-100

ACWV	ishares msci brazil	0.00	0.00	0.00	sold off	-100

AEMB	american centy etf tr	0.17	3,200	318,496	new

AFK	vaneck etf trust	0.62	3,663	1,195,580	added	8.53

AFK	vaneck etf trust	0.43	10,788	824,203	new

AGT	ishares tr	0.21	4,233	393,584	unchanged	0.00

AIG	american intl group inc com new	0.13	3,133	246,066	reduced	-1.57

AIRR	first tr exchange traded fd	0.23	4,650	449,654	unchanged	0.00

ALCC	oklo inc com cl a	0.36	6,136	684,962	reduced	-11.71

AMAT	applied matls inc com	0.21	1,970	403,338	reduced	-9.22