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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%

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. <br><br> 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. <br><br> 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
$196Million
  as of May 08, 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 inc789,742
harbor etf trust734,161
ftai aviation ltd556,150
fifth third bancorp550,959
marvell technology inc541,308
select sector spdr tr363,446
select sector spdr tr290,591
invesco exch traded fd tr ii284,073
New stocks bought by Darden Wealth Group Inc

Additions

Ticker% Inc.
american centy etf tr112
vanguard intl equity index f106
vanguard index fds72.85
astera labs inc56.34
taiwan semiconductor manufac49.11
ishares inc45.63
ishares tr42.11
celestica inc29.22
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%
Technology36.3
Others34
Communication Services7.9
Industrials7.8
Consumer Cyclical4.6
Utilities2.8
Financial Services2.5
Healthcare2
Consumer Defensive1.3

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-CAP50.4
UNALLOCATED34
LARGE-CAP12.7
MID-CAP2.9

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 50057.9
Others38.3
RUSSELL 20003.8
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.

$196.23MTotal Value
168Positions
08 May, 2026Last Reported
Current holdings of Current Stock Holdings of Darden Wealth Group Inc, last reported on 08 May, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ 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
0.11%4,608
$212.8K
0.11%
new position
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Darden Wealth Group Inc's holding in Ishares Tr over time
0.61%10,813
$1.19M
0.61%
decreased 1.74 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Darden Wealth Group Inc's holding in Ishares Tr over time
0.4%3,584
$784.0K
0.4%
increased 42.11 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Darden Wealth Group Inc's holding in Ishares Tr over time
0.34%11,300
$668.8K
0.34%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Darden Wealth Group Inc's holding in Ishares Tr over time
0.12%1,907
$231.2K
0.12%
unchanged 0 percentunchanged
ACWF
Ishares Tr

Ishares Tr

ACWF
Darden Wealth Group Inc's holding in Ishares Tr over time
0.61%23,536
$1.19M
0.61%
decreased 0.95 percentreduced
ACWF
Ishares Tr

Ishares Tr

ACWF
Darden Wealth Group Inc's holding in Ishares Tr over time
0.42%19,633
$830.7K
0.42%
increased 1.55 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
Darden Wealth Group Inc's holding in Ishares Tr over time
0.13%5,491
$253.7K
0.13%
decreased 5.26 percentreduced
ACWF
Ishares Tr

Ishares Tr

ACWF
Darden Wealth Group Inc's holding in Ishares Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
ACWV
Ishares Inc

Ishares Inc

ACWV
Darden Wealth Group Inc's holding in Ishares Inc over time
0.16%8,000
$307.1K
0.16%
increased 26.98 percentadded
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Darden Wealth Group Inc's holding in American Centy Etf Tr over time
0.37%6,600
$729.1K
0.37%
increased 112.9 percentadded
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Darden Wealth Group Inc's holding in Vaneck Etf Trust over time
0.89%4,575
$1.75M
0.89%
increased 3.86 percentadded
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Darden Wealth Group Inc's holding in Vaneck Etf Trust over time
0.18%3,813
$350.0K
0.18%
decreased 76.05 percentreduced
AGT
Ishares Tr

Ishares Tr

AGT
Darden Wealth Group Inc's holding in Ishares Tr over time
0.21%4,233
$404.8K
0.21%
unchanged 0 percentunchanged