Darden Wealth Group Inc

CIK

2011221

Location

ANN ARBOR, MI

Portfolio Value

Small $252,000,715

Diversification

Diversified

Filing Date

Global Rank

#5,750 / 8,795 ▲ 401 · as of Jun 2026

Top Industry

Semiconductors 35.6%

Period ended 3 months ago

Filed Aug 6, 2026 · 2mo

11 quarters · since Dec 2023

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

118 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

13.6%

−4.3 pts

Top 5

43.0%

+3.2 pts

Top 10

58.7%

+4.9 pts

HHI

501

Diversified−30

Portfolio Trend

11 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	43.9%	$110,513,300	32
Unclassified	24.2%	$60,858,238	33
Industrials	12.4%	$31,196,907	19
Communication Services	8.4%	$21,229,626	4
Consumer Cyclical	4.0%	$10,016,150	4
Financial Services	3.6%	$9,064,052	12
Healthcare	2.2%	$5,557,206	6
Consumer Defensive	0.7%	$1,811,549	3
Utilities	0.3%	$711,639	1
Basic Materials	0.2%	$522,053	1
Energy	0.2%	$507,650	2
Real Estate	0.0%	$12,345	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
GAB	Gabelli Equity Trust Inc	+16,900	73,900	$418,274
JA	Janus Henderson AA-A CLO ETF	+9,979	58,046	$2,930,742
VB	Vanguard Morningstar Small-Cap ETF	+9,477	21,774	$4,296,738
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+7,678	341,039	$28,047,383
IREN	IREN Ltd	+6,809	14,809	$677,215
RKLB	Rocket Lab Corp	+4,926	120,484	$12,247,198
ADPV	Adaptiv Select ETF	+3,960	17,428	$460,447
AAAA	Amplius Aggressive Asset Allocation ETF	+3,638	8,623	$628,616
BKF	iShares MSCI BIC ETF	+2,450	10,450	$360,525
MU	Micron Technology Inc	+2,447	13,886	$16,028,470
IVZ	Invesco Ltd.	+2,287	7,796	$435,796
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	+1,719	22,910	$1,352,033
MRVL	Marvell Technology, Inc.	+1,486	6,951	$2,070,633
LLY	ELI LILLY & Co	+773	1,932	$2,317,298
ANET	Arista Networks, Inc.	+622	23,249	$3,949,540
LITE	Lumentum Holdings Inc.	+518	616	$528,564
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+509	2,179	$1,040,625
AFK	VanEck Africa Index ETF	+507	8,895	$3,544,885
AMD	Advanced Micro Devices Inc	+365	3,454	$2,006,463
JNJ	Johnson & Johnson	+341	2,588	$657,274
JPM	Jpmorgan Chase & Co	+336	6,181	$2,023,226
ACLO	TCW AAA CLO ETF	+334	7,599	$297,956
AMZN	Amazon Com Inc	+316	33,799	$8,055,653
DDOG	Datadog, Inc.	+300	2,700	$702,972
FCAL	First Trust California Municipal High income ETF	+268	151,256	$2,704,457
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	−17,342	12,867	$1,487,032
BNDX	Vanguard Total International Bond ETF	−9,398	4,880	$236,338
SACH	Sachem Capital Corp.	−7,389	13,120	$12,345
AIRR	First Trust RBA American Industrial Renaissance ETF	−5,270	4,601	$613,083
NVDA	Nvidia Corp	−3,958	170,889	$34,193,180
VEA	Vanguard FTSE Developed Markets ETF	−3,648	6,994	$498,322
PLTR	Palantir Technologies Inc.	−3,005	2,128	$248,273
DCOR	Dimensional US Core Equity 1 ETF	−3,000	23,170	$955,762
MSFT	Microsoft Corp	−981	16,925	$6,313,363
ACLS	Axcelis Technologies Inc	−585	1,800	$341,010
BA	Boeing Co	−475	6,450	$1,396,231
META	Meta Platforms, Inc.	−460	1,195	$673,131
ACSG	American Century Small Cap Growth Insights ETF	−400	6,200	$773,512
APP	AppLovin Corp	−354	4,059	$2,091,318
—		−275	5,251	$521,844
NEE	Nextera Energy Inc	−208	8,108	$711,639
FTAI	FTAI Aviation Ltd.	−190	2,080	$562,702
IBM	International Business Machines Corp	−184	725	$203,877
GOOGL	Alphabet Inc.	−167	49,853	$17,756,525
XOM	ExxonMobil Holdings Corp	−150	1,925	$263,186
GE	General Electric Co	−130	1,720	$642,815
AVGO	Broadcom Inc.	−121	21,421	$8,091,782
RTX	RTX Corp	−107	12,230	$2,320,397
IESC	IES Holdings, Inc.	−100	515	$378,349
V	Visa Inc.	−99	1,558	$534,534
No positions match the current search.

New Positions

Positions the filer opened this quarter

17 positions

Ticker	Company	Shares	Value
ARM	Arm Holdings PLC /Uk	3,916	$1,388,496
SNDK	Sandisk Corp	446	$1,014,083
—		22,600	$741,506
COHR	Coherent Corp.	1,390	$548,313
SYNA	SYNAPTICS Inc	4,100	$509,343
FIXT	TCW Core Plus Bond ETF	6,386	$323,578
FBCG	Fidelity Blue Chip Growth ETF	3,900	$298,584
—		2,970	$266,854
VECO	Veeco Instruments Inc	3,400	$257,720
GH	Guardant Health, Inc.	1,700	$255,051
HIMX	Himax Technologies, Inc.	15,675	$240,454
GBIL	Goldman Sachs Access Treasury 0-1 Year ETF	2,081	$222,032
QCOM	Qualcomm Inc/De	1,196	$221,008
TDY	Teledyne Technologies Inc	320	$213,408
INTC	Intel Corp	1,480	$206,652
APO	Apollo Global Management, Inc.	1,700	$201,127
INFQ	Infleqtion, Inc.	11,201	$149,197
No positions match the current search.

Sold Out

Positions the filer fully exited

11 positions

Ticker	Company	Shares	Value
CVX	Chevron Corp	4,809	$994,982
ACOM	Harbor Active Commodity ETF	23,675	$734,161
SYM	Symbotic Inc.	12,915	$687,078
SLV	iShares Silver Trust	7,798	$531,355
PG	PROCTER & GAMBLE Co	3,353	$484,307
VIST	Vista Energy, S.A.B. de C.V.	3,700	$279,239
KTOS	Kratos Defense & Security Solutions, Inc.	3,760	$265,117
ALLW	SSGA Active Trust State Street Bridgewater All Weather ETF	6,500	$260,910
ACN	Accenture plc	1,184	$234,775
OKLO	Oklo Inc.	4,305	$213,484
AAAU	Goldman Sachs Physical Gold ETF	4,608	$212,843
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

118 tracked positions · $252,000,715 total · filing declares 155 positions · $252,330,181 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 118 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	170,889	-3,958	$34,193,180	+12.1%	13.57%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	341,039	+7,678	$28,047,383	—	11.13%
GOOGL	Alphabet Inc. Communication Services	Reduced	49,853	-167	$17,756,525	+23.5%	7.05%
MU	Micron Technology Inc Technology	Added	13,886	+2,447	$16,028,470	+314.8%	6.36%
RKLB	Rocket Lab Corp Industrials	Added	120,484	+4,926	$12,247,198	+65.0%	4.86%
AAPL	Apple Inc. Technology	Reduced	33,702	-27	$9,752,010	+13.9%	3.87%
AVGO	Broadcom Inc. Technology	Reduced	21,421	-121	$8,091,782	+21.4%	3.21%
AMZN	Amazon Com Inc Consumer Cyclical	Added	33,799	+316	$8,055,653	+15.5%	3.20%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	9,632	+63	$7,350,564	+96.8%	2.92%
MSFT	Microsoft Corp Technology	Reduced	16,925	-981	$6,313,363	−4.8%	2.51%
VB	Vanguard Morningstar Small-Cap ETF	Added	21,774	+9,477	$4,296,738	+40.6%	1.71%
ANET	Arista Networks, Inc. Technology	Added	23,249	+622	$3,949,540	+42.2%	1.57%
CLS	Celestica Inc Technology	Added	9,824	+51	$3,583,795	+30.2%	1.42%
AFK	VanEck Africa Index ETF	Added	8,895	+507	$3,544,885	+68.5%	1.41%
ETN	Eaton Corp plc Industrials	Reduced	7,682	-71	$3,273,453	+18.0%	1.30%
JA	Janus Henderson AA-A CLO ETF	Added	58,046	+9,979	$2,930,742	+21.0%	1.16%
FCAL	First Trust California Municipal High income ETF	Added	151,256	+268	$2,704,457	+0.9%	1.07%
ASML	Asml Holding NV Technology	Added	1,169	+1	$2,325,655	+50.7%	0.92%
RTX	RTX Corp Industrials	Reduced	12,230	-107	$2,320,397	−2.5%	0.92%
LLY	ELI LILLY & Co Healthcare	Added	1,932	+773	$2,317,298	+117.4%	0.92%
GEV	GE Vernova Inc. Industrials	Added	1,917	+111	$2,252,206	+42.9%	0.89%
APP	AppLovin Corp Communication Services	Reduced	4,059	-354	$2,091,318	+19.1%	0.83%
MRVL	Marvell Technology, Inc. Technology	Added	6,951	+1,486	$2,070,633	+282.5%	0.82%
JPM	Jpmorgan Chase & Co Financial Services	Added	6,181	+336	$2,023,226	+17.7%	0.80%
AMD	Advanced Micro Devices Inc Technology	Added	3,454	+365	$2,006,463	+219.3%	0.80%
TT	Trane Technologies plc Industrials	Added	4,071	+41	$1,999,512	+19.1%	0.79%
PANW	Palo Alto Networks Inc Technology	Added	5,691	+60	$1,940,744	+115.0%	0.77%
SPY	Spdr S&P 500 ETF Trust	Reduced	2,594	-6	$1,937,121	+14.6%	0.77%
GLD	Spdr Gold Trust	Added	5,044	+220	$1,858,108	−10.5%	0.74%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	3,064	-90	$1,533,194	+1.4%	0.61%
LRCX	Lam Research Corp Technology	Reduced	3,533	-32	$1,530,954	+101.0%	0.61%
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	Reduced	12,867	-17,342	$1,487,032	−34.0%	0.59%
QQQ	Invesco Qqq Trust, Series 1	Reduced	1,999	-5	$1,472,063	+27.3%	0.58%
MA	Mastercard Inc Financial Services	Reduced	2,791	-49	$1,433,457	+1.0%	0.57%
ALAB	Astera Labs, Inc. Technology	Added	2,955	+180	$1,427,324	+369.3%	0.57%
AMAT	Applied Materials Inc /De Technology	Held	1,970	0	$1,424,310	+111.5%	0.57%
PWR	Quanta Services, Inc. Industrials	Added	1,948	+148	$1,402,637	+41.9%	0.56%
BA	Boeing Co Industrials	Reduced	6,450	-475	$1,396,231	+1.3%	0.55%
ARM	Arm Holdings PLC /Uk Technology	NEW	3,916	NEW	$1,388,496	NEW	0.55%
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	Added	22,910	+1,719	$1,352,033	+13.7%	0.54%
ABBV	AbbVie Inc. Healthcare	Added	4,782	+7	$1,203,342	+15.9%	0.48%
AGX	Argan Inc Industrials	Added	1,500	+50	$1,197,825	+51.7%	0.48%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	2,179	+509	$1,040,625	+84.4%	0.41%
SNDK	Sandisk Corp Technology	NEW	446	NEW	$1,014,083	NEW	0.40%
BSCA	Invesco BulletShares 2036 Corporate Bond ETF	Held	55,000	0	$1,009,485	−0.4%	0.40%
VEU	Vanguard FTSE All-World Ex-US ETF	Held	16,884	0	$1,007,805	+10.4%	0.40%
DCOR	Dimensional US Core Equity 1 ETF	Reduced	23,170	-3,000	$955,762	−6.3%	0.38%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	2,043	-80	$859,285	+8.9%	0.34%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	2,390	-92	$842,905	+3.3%	0.33%
ACSG	American Century Small Cap Growth Insights ETF	Reduced	6,200	-400	$773,512	+6.1%	0.31%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.