Darden Wealth Group Inc

CIK

2011221

Location

ANN ARBOR, MI

Portfolio Value

Small $196,352,323

Diversification

Diversified

Filing Date

Global Rank

#4,486 / 8,517 ▲ 597

Top Industry

Semiconductors 35.7%

3Y Alpha vs SPY

+120.9%

Period ended 46 days ago

Filed Aug 6, 2026 · 9d

11 quarters · since Dec 2023

Clone Performance

Feb 2024–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+790.8%

SPY

+55.7%

Annualised alpha

+120.5%

Max drawdown

−26.3%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 11 quarters. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

17.4%

−3.1 pts

Top 5

45.8%

+0.2 pts

Top 10

63.0%

+1.4 pts

HHI

607

Diversified−76

Portfolio Trend

11 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	56.3%	$110,513,300	32
Industrials	16.1%	$31,575,257	19
Communication Services	10.8%	$21,229,626	4
Consumer Cyclical	5.1%	$10,016,150	4
Financial Services	4.4%	$8,628,256	11
Healthcare	2.8%	$5,557,206	6
Unclassified	2.7%	$5,267,292	3
Consumer Defensive	0.9%	$1,811,549	3
Utilities	0.4%	$711,639	1
Basic Materials	0.3%	$522,053	1
Energy	0.3%	$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
IREN	IREN Ltd	+6,809	14,809	$677,215
RKLB	Rocket Lab Corp	+4,926	120,484	$12,247,198
MU	Micron Technology Inc	+2,447	13,886	$16,028,470
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
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
AMZN	Amazon Com Inc	+316	33,799	$8,055,653
DDOG	Datadog, Inc.	+300	2,700	$702,972
KO	Coca Cola Co	+262	5,343	$434,225
GLD	Spdr Gold Trust	+220	5,044	$1,858,108
CAT	Caterpillar Inc	+201	711	$757,143
ALAB	Astera Labs, Inc.	+180	2,955	$1,427,324
NBIS	Nebius Group N.V.	+151	2,566	$708,652
PWR	Quanta Services, Inc.	+148	1,948	$1,402,637
MS	Morgan Stanley	+117	2,467	$515,701
GEV	GE Vernova Inc.	+111	1,917	$2,252,206
SITM	SITIME Corp	+73	953	$710,518
WMT	Walmart Inc.	+72	5,867	$664,496
CRWD	CrowdStrike Holdings, Inc.	+63	9,632	$7,350,564
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
SACH	Sachem Capital Corp.	−7,389	13,120	$12,345
NVDA	Nvidia Corp	−3,958	170,889	$34,193,180
PLTR	Palantir Technologies Inc.	−3,005	2,128	$248,273
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
APP	AppLovin Corp	−354	4,059	$2,091,318
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	$756,699
V	Visa Inc.	−99	1,558	$534,534
HD	Home Depot, Inc.	−92	2,390	$842,905
BRK-B	Berkshire Hathaway Inc	−90	3,064	$1,533,194
TSLA	Tesla, Inc.	−80	2,043	$859,285
ETN	Eaton Corp plc	−71	7,682	$3,273,453
COST	Costco Wholesale Corp /New	−68	762	$712,828
MA	Mastercard Inc	−49	2,791	$1,433,457
LRCX	Lam Research Corp	−32	3,533	$1,530,954
No positions match the current search.

New Positions

Positions the filer opened this quarter

12 positions

Ticker	Company	Shares	Value
ARM	Arm Holdings PLC /Uk	3,916	$1,388,496
SNDK	Sandisk Corp	446	$1,014,083
COHR	Coherent Corp.	1,390	$548,313
SYNA	SYNAPTICS Inc	4,100	$509,343
VECO	Veeco Instruments Inc	3,400	$257,720
GH	Guardant Health, Inc.	1,700	$255,051
HIMX	Himax Technologies, Inc.	15,675	$240,454
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

14 positions

Ticker	Company	Shares	Value
CVX	Chevron Corp	4,809	$994,982
SYM	Symbotic Inc.	12,915	$687,078
BNDX	Vanguard Total International Bond ETF	14,278	$686,057
VB	Vanguard Morningstar Small-Cap ETF	2,610	$683,611
VEA	Vanguard FTSE Developed Markets ETF	10,642	$681,939
SLV	iShares Silver Trust	7,798	$531,355
PG	PROCTER & GAMBLE Co	3,353	$484,307
VIG	Vanguard Dividend Appreciation ETF	1,353	$290,976
VIST	Vista Energy, S.A.B. de C.V.	3,700	$279,239
KTOS	Kratos Defense & Security Solutions, Inc.	3,760	$265,117
ACN	Accenture plc	1,184	$234,775
OKLO	Oklo Inc.	4,305	$213,484
AAAU	Goldman Sachs Physical Gold ETF	4,608	$212,843
VXUS	Vanguard Total International Stock ETF	2,709	$208,890
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

87 tracked positions · $196,352,323 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 87 positions by value · page 1 of 2

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%	17.41%
GOOGL	Alphabet Inc. Communication Services	Reduced	49,853	-167	$17,756,525	+23.5%	9.04%
MU	Micron Technology Inc Technology	Added	13,886	+2,447	$16,028,470	+314.8%	8.16%
RKLB	Rocket Lab Corp Industrials	Added	120,484	+4,926	$12,247,198	+65.0%	6.24%
AAPL	Apple Inc. Technology	Reduced	33,702	-27	$9,752,010	+13.9%	4.97%
AVGO	Broadcom Inc. Technology	Reduced	21,421	-121	$8,091,782	+21.4%	4.12%
AMZN	Amazon Com Inc Consumer Cyclical	Added	33,799	+316	$8,055,653	+15.5%	4.10%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	9,632	+63	$7,350,564	+96.8%	3.74%
MSFT	Microsoft Corp Technology	Reduced	16,925	-981	$6,313,363	−4.8%	3.22%
ANET	Arista Networks, Inc. Technology	Added	23,249	+622	$3,949,540	+42.2%	2.01%
CLS	Celestica Inc Technology	Added	9,824	+51	$3,583,795	+30.2%	1.83%
ETN	Eaton Corp plc Industrials	Reduced	7,682	-71	$3,273,453	+18.0%	1.67%
ASML	Asml Holding NV Technology	Added	1,169	+1	$2,325,655	+50.7%	1.18%
RTX	RTX Corp Industrials	Reduced	12,230	-107	$2,320,397	−2.5%	1.18%
LLY	ELI LILLY & Co Healthcare	Added	1,932	+773	$2,317,298	+117.4%	1.18%
GEV	GE Vernova Inc. Industrials	Added	1,917	+111	$2,252,206	+42.9%	1.15%
APP	AppLovin Corp Communication Services	Reduced	4,059	-354	$2,091,318	+19.1%	1.07%
MRVL	Marvell Technology, Inc. Technology	Added	6,951	+1,486	$2,070,633	+282.5%	1.05%
JPM	Jpmorgan Chase & Co Financial Services	Added	6,181	+336	$2,023,226	+17.7%	1.03%
AMD	Advanced Micro Devices Inc Technology	Added	3,454	+365	$2,006,463	+219.3%	1.02%
TT	Trane Technologies plc Industrials	Added	4,071	+41	$1,999,512	+19.1%	1.02%
PANW	Palo Alto Networks Inc Technology	Added	5,691	+60	$1,940,744	+115.0%	0.99%
SPY	Spdr S&P 500 ETF Trust	Reduced	2,594	-6	$1,937,121	+14.6%	0.99%
GLD	Spdr Gold Trust	Added	5,044	+220	$1,858,108	−10.5%	0.95%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	3,064	-90	$1,533,194	+1.4%	0.78%
LRCX	Lam Research Corp Technology	Reduced	3,533	-32	$1,530,954	+101.0%	0.78%
QQQ	Invesco Qqq Trust, Series 1	Reduced	1,999	-5	$1,472,063	+27.3%	0.75%
MA	Mastercard Inc Financial Services	Reduced	2,791	-49	$1,433,457	+1.0%	0.73%
ALAB	Astera Labs, Inc. Technology	Added	2,955	+180	$1,427,324	+369.3%	0.73%
AMAT	Applied Materials Inc /De Technology	Held	1,970	0	$1,424,310	+111.5%	0.73%
PWR	Quanta Services, Inc. Industrials	Added	1,948	+148	$1,402,637	+41.9%	0.71%
BA	Boeing Co Industrials	Reduced	6,450	-475	$1,396,231	+1.3%	0.71%
ARM	Arm Holdings PLC /Uk Technology	NEW	3,916	NEW	$1,388,496	NEW	0.71%
ABBV	AbbVie Inc. Healthcare	Added	4,782	+7	$1,203,342	+15.9%	0.61%
AGX	Argan Inc Industrials	Added	1,500	+50	$1,197,825	+51.7%	0.61%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	2,179	+509	$1,040,625	+84.4%	0.53%
SNDK	Sandisk Corp Technology	NEW	446	NEW	$1,014,083	NEW	0.52%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	2,043	-80	$859,285	+8.9%	0.44%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	2,390	-92	$842,905	+3.3%	0.43%
CAT	Caterpillar Inc Industrials	Added	711	+201	$757,143	+109.6%	0.39%
IESC	IES Holdings, Inc. Industrials	Reduced	515	-100	$756,699	—	0.39%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	762	-68	$712,828	−13.8%	0.36%
NEE	Nextera Energy Inc Utilities	Reduced	8,108	-208	$711,639	−7.9%	0.36%
SITM	SITIME Corp Technology	Added	953	+73	$710,518	+133.8%	0.36%
NBIS	Nebius Group N.V. Communication Services	Added	2,566	+151	$708,652	+182.8%	0.36%
DDOG	Datadog, Inc. Technology	Added	2,700	+300	$702,972	+148.1%	0.36%
IREN	IREN Ltd Financial Services	Added	14,809	+6,809	$677,215	+146.9%	0.34%
META	Meta Platforms, Inc. Communication Services	Reduced	1,195	-460	$673,131	−28.9%	0.34%
FITB	Fifth Third Bancorp Financial Services	Added	11,912	+54	$671,479	+21.9%	0.34%
WMT	Walmart Inc. Consumer Defensive	Added	5,867	+72	$664,496	−7.7%	0.34%

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.