Q1 2026 · 13F-HR
Darden Wealth Group Incholdings as filed
Filed 2026-05-08 · accession 0002011221-26-000002
$196.2M
Reported value
150
Positions
2026-03-31
Period end
The Brief · Darden Wealth Group Inc · Q1 2026
AI · grounded in 13F
Darden Wealth Group Inc established a new position in NVDA valued at $30.49M. The fund also initiated new stakes in GOOGL for $10.17M and AAPL for $8.56M. Additional new positions included RKLB at $7.42M and AMZN at $6.97M.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 67066G104 | NVDA | NVIDIA CORPORATION | $30.5M | 15.5% | 174,847 | Common | NONE |
| 02079K305 | GOOGL | ALPHABET INC | $10.2M | 5.18% | 35,378 | Common | NONE |
| 037833100 | AAPL | Apple Inc | $8.6M | 4.36% | 33,729 | Common | NONE |
| 773121108 | RKLB | ROCKET LAB CORP | $7.4M | 3.78% | 115,558 | Common | NONE |
| 023135106 | AMZN | AMAZON COM INC | $7.0M | 3.55% | 33,483 | Common | NONE |
| 11135F101 | AVGO | BROADCOM INC | $6.7M | 3.40% | 21,542 | Common | NONE |
| 594918104 | MSFT | MICROSOFT CORP | $6.6M | 3.38% | 17,906 | Common | NONE |
| 02079K107 | GOOG | ALPHABET INC | $4.2M | 2.14% | 14,642 | Common | NONE |
| 46429B655 | FLOT | ISHARES TR | $4.0M | 2.03% | 78,065 | Common | NONE |
| 595112103 | MU | MICRON TECHNOLOGY INC | $3.9M | 1.97% | 11,439 | Common | NONE |
| 22788C105 | CRWD | CROWDSTRIKE HLDGS INC | $3.7M | 1.90% | 9,569 | Common | NONE |
| 040413205 | ANET | ARISTA NETWORKS INC | $2.8M | 1.42% | 22,627 | Common | NONE |
| G29183103 | ETN | EATON CORP | $2.8M | 1.41% | 7,753 | Common | NONE |
| 15101Q207 | CLS | CELESTICA INC | $2.8M | 1.40% | 9,773 | Common | NONE |
| 33739E108 | FPE | FIRST TR EXCH TRADED FD III | $2.7M | 1.37% | 150,988 | Common | NONE |
| 47103U845 | JAAA | JANUS DETROIT STR TR | $2.4M | 1.23% | 48,067 | Common | NONE |
| 75513E101 | RTX | RTX CORPORATION | $2.4M | 1.21% | 12,337 | Common | NONE |
| 464287168 | DVY | ISHARES TR | $2.1M | 1.08% | 13,945 | Common | NONE |
| 78463V107 | GLD | SPDR GOLD TR | $2.1M | 1.06% | 4,824 | Common | NONE |
| 464287507 | IJH | ISHARES TR | $1.9M | 0.97% | 28,229 | Common | NONE |
| 46434G103 | IEMG | ISHARES INC | $1.8M | 0.91% | 25,559 | Common | NONE |
| 03831W108 | APP | APPLOVIN CORP | $1.8M | 0.90% | 4,413 | Common | NONE |
| 92189F676 | SMH | VANECK ETF TRUST | $1.8M | 0.89% | 4,575 | Common | NONE |
| 46625H100 | JPM | JPMORGAN CHASE & CO | $1.7M | 0.88% | 5,845 | Common | NONE |
| 78462F103 | SPY | STATE STR SPDR S&P 500 ETF t | $1.7M | 0.86% | 2,600 | Common | NONE |
| G8994E103 | TT | TRANE TECHNOLOGIES PLC | $1.7M | 0.86% | 4,030 | Common | NONE |
| 464287804 | IJR | ISHARES TR | $1.6M | 0.82% | 12,991 | Common | NONE |
| 464287671 | IUSG | ISHARES TR | $1.6M | 0.80% | 10,164 | Common | NONE |
| 36828A101 | GEV | GE VERNOVA INC | $1.6M | 0.80% | 1,806 | Common | NONE |
| 464287176 | TIP | ISHARES TR | $1.6M | 0.80% | 14,220 | Common | NONE |
| N07059210 | ASML | ASML HLDG NV | $1.5M | 0.79% | 1,168 | Common | NONE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.5M | 0.77% | 3,154 | Common | NONE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $1.4M | 0.72% | 2,840 | Common | NONE |
| 097023105 | BA | BOEING CO | $1.4M | 0.70% | 6,925 | Common | NONE |
| 46432F859 | ISTB | ISHARES TR | $1.3M | 0.65% | 26,352 | Common | NONE |
| 922908769 | VTI | VANGUARD INDEX FDS | $1.2M | 0.63% | 3,843 | Common | NONE |
| 464288679 | SHV | ISHARES TR | $1.2M | 0.61% | 10,813 | Common | NONE |
| 46434V860 | TFLO | ISHARES TR | $1.2M | 0.61% | 23,536 | Common | NONE |
| 46090E103 | QQQ | INVESCO QQQ TR | $1.2M | 0.59% | 2,004 | Common | NONE |
| 532457108 | LLY | ELI LILLY & CO | $1.1M | 0.54% | 1,159 | Common | NONE |
| 81369Y506 | XLE | SELECT SECTOR SPDR TR | $1.1M | 0.54% | 17,384 | Common | NONE |
| 00287Y109 | ABBV | ABBVIE INC | $1.0M | 0.53% | 4,775 | Common | NONE |
| 25434V203 | DFAI | DIMENSIONAL ETF TRUST | $1.0M | 0.52% | 26,170 | Common | NONE |
| 166764100 | CVX | CHEVRON CORPORATION | $994,982 | 0.51% | 4,809 | Common | NONE |
| 74762E102 | QURE | QUANTA SVCS INC | $988,236 | 0.50% | 1,800 | Common | NONE |
| 30303M102 | META | META PLATFORMS INC | $946,875 | 0.48% | 1,655 | Common | NONE |
| 922908629 | VO | VANGUARD INDEX FDS | $939,365 | 0.48% | 3,271 | Common | NONE |
| 922042858 | VWO | VANGUARD INTL EQUITY INDEX F | $912,580 | 0.47% | 16,884 | Common | NONE |
| 697435105 | PANW | PALO ALTO NETWORKS INC | $902,761 | 0.46% | 5,631 | Common | NONE |
| 46432F388 | VLUE | ISHARES TR | $832,219 | 0.42% | 5,852 | Common | NONE |
| 46434V407 | SHYG | ISHARES TR | $830,688 | 0.42% | 19,633 | Common | NONE |
| 22160K105 | COST | COSTCO WHOLESALE CORPORATION | $827,247 | 0.42% | 830 | Common | NONE |
| 437076102 | HD | HOME DEPOT INC | $816,464 | 0.42% | 2,482 | Common | NONE |
| 04010E109 | AGX | ARGAN INC | $789,742 | 0.40% | 1,450 | Common | NONE |
| 88160R101 | TSLA | TESLA INC | $789,225 | 0.40% | 2,123 | Common | NONE |
| 464288760 | ITA | ISHARES TR | $784,036 | 0.40% | 3,584 | Common | NONE |
| 65339F101 | NEE | NEXTERA ENERGY INC | $772,390 | 0.39% | 8,316 | Common | NONE |
| 512807306 | LRCX | LAM RESEARCH CORP | $761,697 | 0.39% | 3,565 | Common | NONE |
| 69608A108 | PLTR | PALANTIR TECHNOLOGIES INC | $750,855 | 0.38% | 5,133 | Common | NONE |
| 41151J505 | HGER | HARBOR ETF TRUST | $734,161 | 0.37% | 23,675 | Common | NONE |
| 025072877 | AVUV | AMERICAN CENTY ETF TR | $729,102 | 0.37% | 6,600 | Common | NONE |
| 931142103 | WMT | WALMART INC | $720,308 | 0.37% | 5,795 | Common | NONE |
| 87151X101 | SYM | SYMBOTIC INC | $687,078 | 0.35% | 12,915 | Common | NONE |
| 92203J407 | BNDX | VANGUARD CHARLOTTE FDS | $686,077 | 0.35% | 14,278 | Common | NONE |
| 922908751 | VB | VANGUARD INDEX FDS | $683,820 | 0.35% | 2,610 | Common | NONE |
| 921943858 | VEA | VANGUARD TAX-MANAGED FDS | $681,939 | 0.35% | 10,642 | Common | NONE |
| 038222105 | AMAT | APPLIED MATLS INC | $673,326 | 0.34% | 1,970 | Common | NONE |
| 464288521 | USRT | ISHARES TR | $668,847 | 0.34% | 11,300 | Common | NONE |
| 46641Q332 | JEPI | J P MORGAN EXCHANGE TRADED F | $636,504 | 0.32% | 11,229 | Common | NONE |
| 922908637 | VV | VANGUARD INDEX FDS | $633,860 | 0.32% | 2,121 | Common | NONE |
| 375558103 | GILD | GILEAD SCIENCES INC | $632,611 | 0.32% | 4,539 | Common | NONE |
| 007903107 | AMD | ADVANCED MICRO DEVICES INC | $628,410 | 0.32% | 3,089 | Common | NONE |
| 46429B267 | GOVT | ISHARES TR | $591,834 | 0.30% | 25,833 | Common | NONE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $564,525 | 0.29% | 1,670 | Common | NONE |
| G3730V105 | FTAI | FTAI AVIATION LTD | $556,150 | 0.28% | 2,270 | Common | NONE |
| 46654Q203 | JEPQ | J P MORGAN EXCHANGE TRADED F | $553,090 | 0.28% | 9,962 | Common | NONE |
| 316773100 | FITB | FIFTH THIRD BANCORP | $550,959 | 0.28% | 11,858 | Common | NONE |
| 78468R523 | BILS | SPDR SERIES TRUST | $549,505 | 0.28% | 5,526 | Common | NONE |
| 478160104 | JNJ | JOHNSON & JOHNSON | $549,256 | 0.28% | 2,247 | Common | NONE |
| 573874104 | MRVL | MARVELL TECHNOLOGY INC | $541,308 | 0.28% | 5,465 | Common | NONE |
| 81369Y803 | XLK | SELECT SECTOR SPDR TR | $533,462 | 0.27% | 4,014 | Common | NONE |
| 46428Q109 | SLV | ISHARES SILVER TRUST | $531,355 | 0.27% | 7,798 | Common | NONE |
| 031162100 | AMGN | AMGEN INC | $529,182 | 0.27% | 1,504 | Common | NONE |
| 369604301 | GE | GE AEROSPACE | $524,974 | 0.27% | 1,850 | Common | NONE |
| 33738R704 | AIRR | FIRST TR EXCHANGE TRADED FD | $509,720 | 0.26% | 4,601 | Common | NONE |
| 46432F842 | IEFA | ISHARES TR | $509,321 | 0.26% | 5,626 | Common | NONE |
| 92826C839 | V | VISA INC | $501,103 | 0.26% | 1,657 | Common | NONE |
| G54950103 | LIN | LINDE PLC | $498,734 | 0.25% | 1,006 | Common | NONE |
| 742718109 | PG | PROCTER & GAMBLE CO | $484,450 | 0.25% | 3,353 | Common | NONE |
| 808524797 | SCHD | SCHWAB STRATEGIC TR | $470,065 | 0.24% | 15,321 | Common | NONE |
| 46432F339 | QUAL | ISHARES TR | $436,178 | 0.22% | 2,274 | Common | NONE |
| 46435G516 | ESGD | ISHARES TR | $404,759 | 0.21% | 4,233 | Common | NONE |
| 05605H100 | BWXT | BWX TECHNOLOGIES INC | $400,800 | 0.20% | 1,960 | Common | NONE |
| 911363109 | URI | UNITED RENTALS INC | $400,708 | 0.20% | 550 | Common | NONE |
| 464287150 | ITOT | ISHARES TR | $387,724 | 0.20% | 2,722 | Common | NONE |
| 617446448 | MS | MORGAN STANLEY | $386,739 | 0.20% | 2,350 | Common | NONE |
| 191216100 | KO | COCA COLA CO | $386,410 | 0.20% | 5,081 | Common | NONE |
| 09290D101 | BLK | BLACKROCK INC | $384,108 | 0.20% | 399 | Common | NONE |
| 539830109 | LMT | LOCKHEED MARTIN CORP | $380,765 | 0.19% | 630 | Common | NONE |
| 199908104 | FIX | COMFORT SYS USA INC | $372,327 | 0.19% | 270 | Common | NONE |
| 81369Y209 | XLV | SELECT SECTOR SPDR TR | $363,446 | 0.19% | 2,479 | Common | NONE |
| 149123101 | CAT | CATERPILLAR INC | $361,493 | 0.18% | 510 | Common | NONE |
| 92204A603 | VIS | VANGUARD WORLD FD | $352,818 | 0.18% | 1,130 | Common | NONE |
| 30231G102 | XOM | EXXON MOBIL CORP | $352,044 | 0.18% | 2,075 | Common | NONE |
| 92189F106 | GDX | VANECK ETF TRUST | $349,991 | 0.18% | 3,813 | Common | NONE |
| 81752T528 | CLOZ | SERIES PORTFOLIOS TR | $345,454 | 0.18% | 13,468 | Common | NONE |
| 362397101 | GAB | GABELLI EQUITY TR INC | $319,200 | 0.16% | 57,000 | Common | NONE |
| 097023204 | BA 6 10/15/27 | BOEING CO | $317,912 | 0.16% | 4,900 | Common | NONE |
| 464286400 | EWZ | ISHARES INC | $307,120 | 0.16% | 8,000 | Common | NONE |
| 04626A103 | ALAB | ASTERA LABS INC | $304,140 | 0.15% | 2,775 | Common | NONE |
| 82982T106 | SITM | SITIME CORP | $303,908 | 0.15% | 880 | Common | NONE |
| 666807102 | NOC | NORTHROP GRUMMAN CORP | $293,363 | 0.15% | 430 | Common | NONE |
| 44951W106 | IESC | IES HOLDINGS INC | $293,029 | 0.15% | 615 | Common | NONE |
| 921908844 | VIG | VANGUARD SPECIALIZED FUNDS | $291,002 | 0.15% | 1,353 | Common | NONE |
| 81369Y886 | XLU | SELECT SECTOR SPDR TR | $290,591 | 0.15% | 6,332 | Common | NONE |
| 368736104 | GNRC | GENERAC HLDGS INC | $289,088 | 0.15% | 1,480 | Common | NONE |
| 29287L700 | FLXR | TCW ETF TRUST | $285,296 | 0.15% | 7,265 | Common | NONE |
| 46138E743 | PXF | INVESCO EXCH TRADED FD TR II | $284,073 | 0.14% | 4,063 | Common | NONE |
| 23804L103 | DDOG | DATADOG INC | $283,320 | 0.14% | 2,400 | Common | NONE |
| 92837L109 | VIST | VISTA ENERGY S.A.B. DE C.V. | $279,239 | 0.14% | 3,700 | Common | NONE |
| Q4982L109 | IREN | IREN LIMITED | $274,240 | 0.14% | 8,000 | Common | NONE |
| 46138E875 | PIZ | INVESCO EXCH TRADED FD TR II | $272,843 | 0.14% | 5,509 | Common | NONE |
| 02072L607 | FRDM | EA SERIES TRUST | $272,430 | 0.14% | 4,985 | Common | NONE |
| 872540109 | TJX | TJX COS INC | $272,288 | 0.14% | 1,705 | Common | NONE |
| 922908363 | VOO | VANGUARD INDEX FDS | $270,285 | 0.14% | 452 | Common | NONE |
| 50077B207 | KTOS | KRATOS DEFENSE & SEC SOLUTIONS. | $265,117 | 0.14% | 3,760 | Common | NONE |
| 78467V608 | SRLN | SSGA ACTIVE ETF TR | $260,910 | 0.13% | 6,500 | Common | NONE |
| 13321L108 | CCJ | CAMECO CORP | $260,664 | 0.13% | 2,400 | Common | NONE |
| 46434V613 | IUSB | ISHARES TR | $253,653 | 0.13% | 5,491 | Common | NONE |
| N97284108 | NBIS | NEBIUS GROUP N.V. | $250,580 | 0.13% | 2,415 | Common | NONE |
| 026874784 | AIG | AMERICAN INTL GROUP INC | $235,758 | 0.12% | 3,133 | Common | NONE |
| G1151C101 | ACN | ACCENTURE PLC IRELAND | $234,775 | 0.12% | 1,184 | Common | NONE |
| 464288570 | DSI | ISHARES TR | $231,184 | 0.12% | 1,907 | Common | NONE |
| 33740U703 | BUFD | FIRST TR EXCHNG TRADED FD VI | $229,680 | 0.12% | 8,202 | Common | NONE |
| 464287200 | IVV | ISHARES TR | $227,970 | 0.12% | 349 | Common | NONE |
| 244199105 | DE | DEERE & CO | $224,756 | 0.11% | 399 | Common | NONE |
| 464287523 | SOXX | ISHARES TR | $224,578 | 0.11% | 683 | Common | NONE |
| 054540208 | ACLS | AXCELIS TECHNOLOGIES INC | $221,995 | 0.11% | 2,385 | Common | NONE |
| 459200101 | IBM | INTERNATIONAL BUSINESS MACHS | $220,454 | 0.11% | 909 | Common | NONE |
| 02156V109 | OKLO | OKLO INC | $213,484 | 0.11% | 4,305 | Common | NONE |
| 38150K103 | AAAU | GOLDMAN SACHS PHYSICAL GOLD | $212,843 | 0.11% | 4,608 | Common | NONE |
| 921909768 | VXUS | VANGUARD STAR FDS | $208,962 | 0.11% | 2,709 | Common | NONE |
| 33741X102 | SDVY | FIRST TR EXCHANGE TRADED FD | $207,825 | 0.11% | 5,270 | Common | NONE |
| 46139W858 | BSCW | INVESCO EXCH TRD SLF IDX FD | $205,879 | 0.10% | 10,000 | Common | NONE |
| 46138J577 | BSCT | INVESCO EXCH TRD SLF IDX FD | $205,264 | 0.10% | 11,000 | Common | NONE |
| 46138J643 | BSCS | INVESCO EXCH TRD SLF IDX FD | $204,230 | 0.10% | 10,000 | Common | NONE |
| 46138J460 | BSCU | INVESCO EXCH TRD SLF IDX FD | $200,629 | 0.10% | 12,000 | Common | NONE |
| 46138J429 | BSCV | INVESCO EXCH TRD SLF IDX FD | $197,520 | 0.10% | 12,000 | Common | NONE |
| 55024U109 | LITE | LUMENTUM HLDGS INC | $68,870 | 0.04% | 98 | Common | NONE |
| 78590A109 | SACH | SACHEM CAP CORP | $20,715 | 0.01% | 20,509 | Common | NONE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.