Darden Wealth Group Inc

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Institutional

CIK 0002011221

$196.2M

Reported AUM

150

Positions

Q1 2026

Period

2026-05-08

Filed

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.

Portfolio · Q1 2026

Top holdings

#	Stock	Issuer	Price	Day %	1Y Gr.	5Y Gr.	Value	% of book	Δ shares (QoQ)	Status
1	NVDA	NVIDIA CORPORATION	$190.01	-3.55%	9.52%	751.61%	$30.5M	15.54%	—	HELD
2	GOOGL	ALPHABET INC	$336.71	0.90%	76.51%	132.04%	$10.2M	5.18%	—	HELD
3	AAPL	Apple Inc	$338.19	-0.56%	67.77%	128.17%	$8.6M	4.36%	—	HELD
4	RKLB	ROCKET LAB CORP	$58.60	-8.28%	30.77%	484.25%	$7.4M	3.78%	—	HELD
5	AMZN	AMAZON COM INC	$226.65	-1.82%	5.54%	30.60%	$7.0M	3.55%	—	HELD
6	AVGO	BROADCOM INC	$370.32	-2.78%	31.81%	734.42%	$6.7M	3.40%	—	HELD
7	MSFT	MICROSOFT CORP	$390.54	-0.71%	-24.89%	34.54%	$6.6M	3.38%	—	HELD
8	GOOG	ALPHABET INC	$335.76	0.95%	75.60%	130.67%	$4.2M	2.14%	—	HELD
9	FLOT	ISHARES TR	$51.01	-0.08%	4.53%	23.48%	$4.0M	2.03%	—	HELD
10	MU	MICRON TECHNOLOGY INC	$739.00	-9.94%	683.61%	1041.72%	$3.9M	1.97%	—	HELD
11	CRWD	CROWDSTRIKE HLDGS INC	$179.38	-1.33%	60.64%	155.35%	$3.7M	1.90%	—	HELD
12	ANET	ARISTA NETWORKS INC	$157.97	-6.92%	34.36%	583.98%	$2.8M	1.42%	—	HELD
13	ETN	EATON CORP	$361.88	-6.31%	-3.99%	131.71%	$2.8M	1.41%	—	HELD
14	CLS	CELESTICA INC	$328.43	-6.22%	68.65%	3357.16%	$2.8M	1.40%	—	HELD
15	FPE	FIRST TR EXCH TRADED FD III	$17.72	-0.34%	5.42%	14.15%	$2.7M	1.37%	—	HELD
16	JAAA	JANUS DETROIT STR TR	$50.66	0.02%	4.79%	25.99%	$2.4M	1.23%	—	HELD
17	RTX	RTX CORPORATION	$215.25	-1.52%	40.31%	183.53%	$2.4M	1.21%	—	HELD
18	DVY	ISHARES TR	$163.72	-1.03%	27.99%	66.55%	$2.1M	1.08%	—	HELD
19	GLD	SPDR GOLD TR	$371.08	0.46%	19.49%	117.67%	$2.1M	1.06%	—	HELD
20	IJH	ISHARES TR	$74.73	-1.71%	22.47%	46.61%	$1.9M	0.97%	—	HELD
21	IEMG	ISHARES INC	$74.15	-2.18%	29.78%	36.78%	$1.8M	0.91%	—	HELD
22	APP	APPLOVIN CORP	$399.46	-4.49%	5.35%	467.41%	$1.8M	0.90%	—	HELD
23	SMH	VANECK ETF TRUST	$504.22	-4.79%	78.13%	283.76%	$1.8M	0.89%	—	HELD
24	JPM	JPMORGAN CHASE & CO	$344.71	-3.53%	25.84%	153.16%	$1.7M	0.88%	—	HELD
25	SPY	STATE STR SPDR S&P 500 ETF t	$729.46	-1.54%	20.48%	75.54%	$1.7M	0.86%	—	HELD
26	TT	TRANE TECHNOLOGIES PLC	$446.80	-4.94%	2.43%	139.29%	$1.7M	0.86%	—	HELD
27	IJR	ISHARES TR	$144.32	-1.36%	36.66%	40.98%	$1.6M	0.82%	—	HELD
28	IUSG	ISHARES TR	$176.95	-2.05%	19.01%	72.67%	$1.6M	0.80%	—	HELD
29	GEV	GE VERNOVA INC	$900.28	-4.57%	44.02%	516.33%	$1.6M	0.80%	—	HELD
30	TIP	ISHARES TR	$107.77	0.10%	1.93%	1.09%	$1.6M	0.80%	—	HELD
31	ASML	ASML HLDG NV	$1550.69	-2.04%	—	—	$1.5M	0.79%	—	HELD
32	BRK/B	BERKSHIRE HATHAWAY INC DEL	—	—	—	—	$1.5M	0.77%	—	HELD
33	MA	MASTERCARD INCORPORATED	$563.32	0.10%	—	—	$1.4M	0.72%	—	HELD
34	BA	BOEING CO	$214.01	-3.41%	—	—	$1.4M	0.70%	—	HELD
35	ISTB	ISHARES TR	$48.01	-0.06%	—	—	$1.3M	0.65%	—	HELD
36	VTI	VANGUARD INDEX FDS	$360.42	-1.52%	—	—	$1.2M	0.63%	—	HELD
37	SHV	ISHARES TR	$110.36	0.03%	—	—	$1.2M	0.61%	—	HELD
38	TFLO	ISHARES TR	$50.65	0.02%	—	—	$1.2M	0.61%	—	HELD
39	QQQ	INVESCO QQQ TR	$661.73	-2.04%	—	—	$1.2M	0.59%	—	HELD
40	LLY	ELI LILLY & CO	$1210.02	-0.87%	—	—	$1.1M	0.54%	—	HELD
41	XLE	SELECT SECTOR SPDR TR	$58.65	1.88%	—	—	$1.1M	0.54%	—	HELD
42	ABBV	ABBVIE INC	$263.30	0.04%	—	—	$1.0M	0.53%	—	HELD
43	DFAI	DIMENSIONAL ETF TRUST	$41.36	-0.51%	—	—	$1.0M	0.52%	—	HELD
44	CVX	CHEVRON CORPORATION	$191.86	2.28%	—	—	$995K	0.51%	—	HELD
45	QURE	QUANTA SVCS INC	$40.07	9.30%	—	—	$988K	0.50%	—	HELD
46	META	META PLATFORMS INC	$585.61	-1.31%	—	—	$947K	0.48%	—	HELD
47	VO	VANGUARD INDEX FDS	$80.62	-0.90%	—	—	$939K	0.48%	—	HELD
48	VWO	VANGUARD INTL EQUITY INDEX F	$56.92	-1.42%	—	—	$913K	0.47%	—	HELD
49	PANW	PALO ALTO NETWORKS INC	$314.15	-1.52%	—	—	$903K	0.46%	—	HELD
50	VLUE	ISHARES TR	$188.17	-2.81%	—	—	$832K	0.42%	—	HELD
51	SHYG	ISHARES TR	$42.04	-0.17%	—	—	$831K	0.42%	—	HELD
52	COST	COSTCO WHOLESALE CORPORATION	$974.03	0.77%	—	—	$827K	0.42%	—	HELD
53	HD	HOME DEPOT INC	$338.27	-1.80%	—	—	$816K	0.42%	—	HELD
54	AGX	ARGAN INC	$492.35	-5.81%	—	—	$790K	0.40%	—	HELD
55	TSLA	TESLA INC	$298.32	-2.97%	—	—	$789K	0.40%	—	HELD
56	ITA	ISHARES TR	$236.26	-3.56%	—	—	$784K	0.40%	—	HELD
57	NEE	NEXTERA ENERGY INC	$88.46	-0.92%	—	—	$772K	0.39%	—	HELD
58	LRCX	LAM RESEARCH CORP	$252.35	-6.40%	—	—	$762K	0.39%	—	HELD
59	PLTR	PALANTIR TECHNOLOGIES INC	$123.00	-0.43%	—	—	$751K	0.38%	—	HELD
60	HGER	HARBOR ETF TRUST	$32.25	1.86%	—	—	$734K	0.37%	—	HELD
61	AVUV	AMERICAN CENTY ETF TR	$125.12	-0.85%	—	—	$729K	0.37%	—	HELD
62	WMT	WALMART INC	$114.22	0.99%	—	—	$720K	0.37%	—	HELD
63	SYM	SYMBOTIC INC	$40.34	-4.72%	—	—	$687K	0.35%	—	HELD
64	BNDX	VANGUARD CHARLOTTE FDS	$47.81	-0.38%	—	—	$686K	0.35%	—	HELD
65	VB	VANGUARD INDEX FDS	$293.00	-1.66%	—	—	$684K	0.35%	—	HELD
66	VEA	VANGUARD TAX-MANAGED FDS	$68.95	-0.93%	—	—	$682K	0.35%	—	HELD
67	AMAT	APPLIED MATLS INC	$436.45	-8.40%	—	—	$673K	0.34%	—	HELD
68	USRT	ISHARES TR	$69.17	-0.56%	—	—	$669K	0.34%	—	HELD
69	JEPI	J P MORGAN EXCHANGE TRADED F	$56.92	-0.97%	—	—	$637K	0.32%	—	HELD
70	VV	VANGUARD INDEX FDS	$335.45	-1.56%	—	—	$634K	0.32%	—	HELD
71	GILD	GILEAD SCIENCES INC	$132.73	-1.18%	—	—	$633K	0.32%	—	HELD
72	AMD	ADVANCED MICRO DEVICES INC	$429.56	-5.51%	—	—	$628K	0.32%	—	HELD
73	GOVT	ISHARES TR	$22.50	-0.35%	—	—	$592K	0.30%	—	HELD
74	TSM	TAIWAN SEMICONDUCTOR MANUFAC	$374.67	-4.50%	—	—	$565K	0.29%	—	HELD
75	FTAI	FTAI AVIATION LTD	$197.37	-7.11%	—	—	$556K	0.28%	—	HELD
76	JEPQ	J P MORGAN EXCHANGE TRADED F	$56.14	-1.85%	—	—	$553K	0.28%	—	HELD
77	FITB	FIFTH THIRD BANCORP	$56.57	-2.13%	—	—	$551K	0.28%	—	HELD
78	BILS	SPDR SERIES TRUST	$99.40	0.03%	—	—	$550K	0.28%	—	HELD
79	JNJ	JOHNSON & JOHNSON	$265.53	-0.45%	—	—	$549K	0.28%	—	HELD
80	MRVL	MARVELL TECHNOLOGY INC	$163.40	-6.34%	—	—	$541K	0.28%	—	HELD
81	XLK	SELECT SECTOR SPDR TR	$166.57	-2.64%	—	—	$533K	0.27%	—	HELD
82	SLV	ISHARES SILVER TRUST	$51.77	0.14%	—	—	$531K	0.27%	—	HELD
83	AMGN	AMGEN INC	$387.64	-1.39%	—	—	$529K	0.27%	—	HELD
84	GE	GE AEROSPACE	$350.63	-3.56%	—	—	$525K	0.27%	—	HELD
85	AIRR	FIRST TR EXCHANGE TRADED FD	$110.36	-4.88%	—	—	$510K	0.26%	—	HELD
86	IEFA	ISHARES TR	$96.23	-0.54%	—	—	$509K	0.26%	—	HELD
87	V	VISA INC	$368.73	0.58%	—	—	$501K	0.26%	—	HELD
88	LIN	LINDE PLC	$511.17	0.00%	—	—	$499K	0.25%	—	HELD
89	PG	PROCTER & GAMBLE CO	$146.10	-1.87%	—	—	$484K	0.25%	—	HELD
90	SCHD	SCHWAB STRATEGIC TR	$33.83	-0.18%	—	—	$470K	0.24%	—	HELD
91	QUAL	ISHARES TR	$215.98	-1.14%	—	—	$436K	0.22%	—	HELD
92	ESGD	ISHARES TR	$102.52	-0.46%	—	—	$405K	0.21%	—	HELD
93	BWXT	BWX TECHNOLOGIES INC	$157.44	-7.21%	—	—	$401K	0.20%	—	HELD
94	URI	UNITED RENTALS INC	$1055.11	-3.31%	—	—	$401K	0.20%	—	HELD
95	ITOT	ISHARES TR	$160.03	-1.53%	—	—	$388K	0.20%	—	HELD
96	MS	MORGAN STANLEY	$203.13	-3.99%	—	—	$387K	0.20%	—	HELD
97	KO	COCA COLA CO	$89.08	0.92%	—	—	$386K	0.20%	—	HELD
98	BLK	BLACKROCK INC	$1079.19	-1.67%	—	—	$384K	0.20%	—	HELD
99	LMT	LOCKHEED MARTIN CORP	$569.20	-2.08%	—	—	$381K	0.19%	—	HELD
100	FIX	COMFORT SYS USA INC	$1519.96	-6.54%	—	—	$372K	0.19%	—	HELD
101	XLV	SELECT SECTOR SPDR TR	—	—	—	—	$363K	0.19%	—	HELD
102	CAT	CATERPILLAR INC	—	—	—	—	$361K	0.18%	—	HELD
103	VIS	VANGUARD WORLD FD	—	—	—	—	$353K	0.18%	—	HELD
104	XOM	EXXON MOBIL CORP	—	—	—	—	$352K	0.18%	—	HELD
105	GDX	VANECK ETF TRUST	—	—	—	—	$350K	0.18%	—	HELD
106	CLOZ	SERIES PORTFOLIOS TR	—	—	—	—	$345K	0.18%	—	HELD
107	GAB	GABELLI EQUITY TR INC	—	—	—	—	$319K	0.16%	—	HELD
108	BA 6 10/15/27	BOEING CO	—	—	—	—	$318K	0.16%	—	HELD
109	EWZ	ISHARES INC	—	—	—	—	$307K	0.16%	—	HELD
110	ALAB	ASTERA LABS INC	—	—	—	—	$304K	0.15%	—	HELD
111	SITM	SITIME CORP	—	—	—	—	$304K	0.15%	—	HELD
112	NOC	NORTHROP GRUMMAN CORP	—	—	—	—	$293K	0.15%	—	HELD
113	IESC	IES HOLDINGS INC	—	—	—	—	$293K	0.15%	—	HELD
114	VIG	VANGUARD SPECIALIZED FUNDS	—	—	—	—	$291K	0.15%	—	HELD
115	XLU	SELECT SECTOR SPDR TR	—	—	—	—	$291K	0.15%	—	HELD
116	GNRC	GENERAC HLDGS INC	—	—	—	—	$289K	0.15%	—	HELD
117	FLXR	TCW ETF TRUST	—	—	—	—	$285K	0.15%	—	HELD
118	PXF	INVESCO EXCH TRADED FD TR II	—	—	—	—	$284K	0.14%	—	HELD
119	DDOG	DATADOG INC	—	—	—	—	$283K	0.14%	—	HELD
120	VIST	VISTA ENERGY S.A.B. DE C.V.	—	—	—	—	$279K	0.14%	—	HELD
121	IREN	IREN LIMITED	—	—	—	—	$274K	0.14%	—	HELD
122	PIZ	INVESCO EXCH TRADED FD TR II	—	—	—	—	$273K	0.14%	—	HELD
123	FRDM	EA SERIES TRUST	—	—	—	—	$272K	0.14%	—	HELD
124	TJX	TJX COS INC	—	—	—	—	$272K	0.14%	—	HELD
125	VOO	VANGUARD INDEX FDS	—	—	—	—	$270K	0.14%	—	HELD
126	KTOS	KRATOS DEFENSE & SEC SOLUTIONS.	—	—	—	—	$265K	0.14%	—	HELD
127	SRLN	SSGA ACTIVE ETF TR	—	—	—	—	$261K	0.13%	—	HELD
128	CCJ	CAMECO CORP	—	—	—	—	$261K	0.13%	—	HELD
129	IUSB	ISHARES TR	—	—	—	—	$254K	0.13%	—	HELD
130	NBIS	NEBIUS GROUP N.V.	—	—	—	—	$251K	0.13%	—	HELD
131	AIG	AMERICAN INTL GROUP INC	—	—	—	—	$236K	0.12%	—	HELD
132	ACN	ACCENTURE PLC IRELAND	—	—	—	—	$235K	0.12%	—	HELD
133	DSI	ISHARES TR	—	—	—	—	$231K	0.12%	—	HELD
134	BUFD	FIRST TR EXCHNG TRADED FD VI	—	—	—	—	$230K	0.12%	—	HELD
135	IVV	ISHARES TR	—	—	—	—	$228K	0.12%	—	HELD
136	DE	DEERE & CO	—	—	—	—	$225K	0.11%	—	HELD
137	SOXX	ISHARES TR	—	—	—	—	$225K	0.11%	—	HELD
138	ACLS	AXCELIS TECHNOLOGIES INC	—	—	—	—	$222K	0.11%	—	HELD
139	IBM	INTERNATIONAL BUSINESS MACHS	—	—	—	—	$220K	0.11%	—	HELD
140	OKLO	OKLO INC	—	—	—	—	$213K	0.11%	—	HELD
141	AAAU	GOLDMAN SACHS PHYSICAL GOLD	—	—	—	—	$213K	0.11%	—	HELD
142	VXUS	VANGUARD STAR FDS	—	—	—	—	$209K	0.11%	—	HELD
143	SDVY	FIRST TR EXCHANGE TRADED FD	—	—	—	—	$208K	0.11%	—	HELD
144	BSCW	INVESCO EXCH TRD SLF IDX FD	—	—	—	—	$206K	0.10%	—	HELD
145	BSCT	INVESCO EXCH TRD SLF IDX FD	—	—	—	—	$205K	0.10%	—	HELD
146	BSCS	INVESCO EXCH TRD SLF IDX FD	—	—	—	—	$204K	0.10%	—	HELD
147	BSCU	INVESCO EXCH TRD SLF IDX FD	—	—	—	—	$201K	0.10%	—	HELD
148	BSCV	INVESCO EXCH TRD SLF IDX FD	—	—	—	—	$198K	0.10%	—	HELD
149	LITE	LUMENTUM HLDGS INC	—	—	—	—	$69K	0.04%	—	HELD
150	SACH	SACHEM CAP CORP	—	—	—	—	$21K	0.01%	—	HELD

Source: SEC EDGAR · accession 0002011221-26-000002. 13F discloses long positions only — shorts, foreign equities, and options are excluded.