Darden Wealth Group Inc

CIK

2011221

Location

ANN ARBOR, MI

Portfolio Value

Small $138,937,856

Diversification

Diversified

Filing Date

Global Rank

#4,993 / 8,603 ▲ 24 · as of Mar 2026

Top Industry

Semiconductors 32.5%

3Y Alpha vs SPY

+7.5%

Period ended 3 months ago

Filed May 8, 2026 · 2mo

10 quarters · since Dec 2023

Clone Performance

Feb 2024–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+76.0%

SPY

+53.6%

Annualised alpha

+7.0%

Max drawdown

−25.5%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

83 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

21.9%

−0.9 pts

Top 5

45.8%

−2.4 pts

Top 10

62.1%

−2.2 pts

HHI

720

Diversified−59

Portfolio Trend

10 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	50.9%	$70,681,423	23
Industrials	17.3%	$24,035,604	21
Communication Services	9.4%	$13,127,126	4
Consumer Cyclical	6.4%	$8,851,321	4
Financial Services	5.3%	$7,301,187	10
Unclassified	4.1%	$5,667,468	5
Healthcare	2.7%	$3,815,565	5
Consumer Defensive	1.7%	$2,417,955	4
Energy	1.1%	$1,534,885	3
Utilities	0.7%	$985,874	2
Basic Materials	0.4%	$498,734	1
Real Estate	0.0%	$20,714	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

22 positions

Ticker	Company	Δ Shares	Shares	Value
RKLB	Rocket Lab Corp	+8,476	115,558	$7,421,134
CLS	Celestica Inc	+2,210	9,773	$2,752,858
JPM	Jpmorgan Chase & Co	+1,175	5,845	$1,719,365
MU	Micron Technology Inc	+1,063	11,439	$3,864,551
ALAB	Astera Labs, Inc.	+1,000	2,775	$304,140
SLV	iShares Silver Trust	+912	7,798	$531,355
GLD	Spdr Gold Trust	+701	4,824	$2,075,718
APP	AppLovin Corp	+694	4,413	$1,756,374
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+550	1,670	$564,376
CRWD	CrowdStrike Holdings, Inc.	+544	9,569	$933,958
IREN	IREN Ltd	+224	8,000	$274,240
PLTR	Palantir Technologies Inc.	+205	5,133	$750,855
RTX	RTX Corp	+130	12,337	$2,379,807
PWR	Quanta Services, Inc.	+100	1,800	$988,236
TSLA	Tesla, Inc.	+100	2,123	$789,225
LRCX	Lam Research Corp	+95	3,565	$761,697
IESC	IES Holdings, Inc.	+95	615	$293,029
ANET	Arista Networks, Inc.	+53	22,627	$2,778,143
FIX	Comfort Systems USA Inc	+50	270	$372,327
LLY	ELI LILLY & Co	+34	1,159	$1,066,013
CVX	Chevron Corp	+20	4,809	$994,982
AMZN	Amazon Com Inc	+20	33,483	$6,973,504
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	−5,275	174,847	$30,493,316
SACH	Sachem Capital Corp.	−4,491	20,509	$20,714
PANW	Palo Alto Networks Inc	−2,520	5,631	$902,761
OKLO	Oklo Inc.	−2,233	4,305	$213,484
META	Meta Platforms, Inc.	−1,180	1,655	$946,875
AAPL	Apple Inc.	−1,147	33,729	$8,560,082
AMD	Advanced Micro Devices Inc	−965	3,089	$628,395
AVGO	Broadcom Inc.	−667	21,542	$6,667,464
MSFT	Microsoft Corp	−630	17,906	$6,628,264
SYM	Symbotic Inc.	−560	12,915	$687,078
KTOS	Kratos Defense & Security Solutions, Inc.	−540	3,760	$265,117
GNRC	Generac Holdings Inc.	−520	1,480	$289,088
NBIS	Nebius Group N.V.	−450	2,415	$250,580
ETN	Eaton Corp plc	−268	7,753	$2,773,015
KO	Coca Cola Co	−250	5,081	$386,410
GOOGL	Alphabet Inc.	−234	35,378	$10,173,297
MA	Mastercard Inc	−137	2,840	$1,419,034
BA	Boeing Co	−125	6,925	$1,378,282
V	Visa Inc.	−102	1,657	$500,811
JNJ	Johnson & Johnson	−100	2,247	$549,256
GEV	GE Vernova Inc.	−50	1,806	$1,576,457
QQQ	Invesco Qqq Trust, Series 1	−35	2,004	$1,156,668
GE	General Electric Co	−31	1,850	$524,974
URI	United Rentals, Inc.	−30	550	$400,708
BRK-B	Berkshire Hathaway Inc	−28	3,154	$1,511,396
No positions match the current search.

New Positions

Positions the filer opened this quarter

12 positions

Ticker	Company	Shares	Value
AGX	Argan Inc	1,450	$789,742
FTAI	FTAI Aviation Ltd.	2,270	$556,150
FITB	Fifth Third Bancorp	11,858	$550,922
MRVL	Marvell Technology, Inc.	5,465	$541,308
DDOG	Datadog, Inc.	2,400	$283,320
VIST	Vista Energy, S.A.B. de C.V.	3,700	$279,239
CCJ	Cameco Corp	2,400	$260,664
DE	Deere & Co	399	$224,756
ACLS	Axcelis Technologies Inc	2,385	$221,995
IBM	International Business Machines Corp	909	$220,332
AAAU	Goldman Sachs Physical Gold ETF	4,608	$212,843
LITE	Lumentum Holdings Inc.	98	$68,870
No positions match the current search.

Sold Out

Positions the filer fully exited

12 positions

Ticker	Company	Shares	Value
RBRK	Rubrik, Inc.	8,394	$641,973
ORCL	Oracle Corp	3,046	$593,695
EPAM	EPAM Systems, Inc.	1,600	$327,808
MELI	Mercadolibre Inc	150	$302,139
INOD	Innodata Inc	5,801	$295,560
APO	Apollo Global Management, Inc.	1,700	$246,092
DIS	Walt Disney Co	2,032	$231,180
ISRG	Intuitive Surgical Inc	400	$226,544
CEG	Constellation Energy Corp	600	$211,962
AVAV	AeroVironment Inc	850	$205,606
QCOM	Qualcomm Inc/De	1,196	$204,575
TOST	Toast, Inc.	5,670	$201,341
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

83 positions · $138,937,856 total · as of Mar 31, 2026

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

Showing 1–50 of 83 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	174,847	-5,275	$30,493,316	−9.2%	21.95%
GOOGL	Alphabet Inc. Communication Services	Reduced	35,378	-234	$10,173,297	−8.7%	7.32%
AAPL	Apple Inc. Technology	Reduced	33,729	-1,147	$8,560,082	−9.7%	6.16%
RKLB	Rocket Lab Corp Industrials	Added	115,558	+8,476	$7,421,134	−0.7%	5.34%
AMZN	Amazon Com Inc Consumer Cyclical	Added	33,483	+20	$6,973,504	−9.7%	5.02%
AVGO	Broadcom Inc. Technology	Reduced	21,542	-667	$6,667,464	−13.3%	4.80%
MSFT	Microsoft Corp Technology	Reduced	17,906	-630	$6,628,264	−26.1%	4.77%
MU	Micron Technology Inc Technology	Added	11,439	+1,063	$3,864,551	+30.5%	2.78%
ANET	Arista Networks, Inc. Technology	Added	22,627	+53	$2,778,143	−6.1%	2.00%
ETN	Eaton Corp plc Industrials	Reduced	7,753	-268	$2,773,015	+8.5%	2.00%
CLS	Celestica Inc Technology	Added	9,773	+2,210	$2,752,858	+23.1%	1.98%
RTX	RTX Corp Industrials	Added	12,337	+130	$2,379,807	+6.3%	1.71%
GLD	Spdr Gold Trust	Added	4,824	+701	$2,075,718	+27.0%	1.49%
APP	AppLovin Corp Communication Services	Added	4,413	+694	$1,756,374	−29.9%	1.26%
JPM	Jpmorgan Chase & Co Financial Services	Added	5,845	+1,175	$1,719,365	+14.3%	1.24%
SPY	Spdr S&P 500 ETF Trust	Reduced	2,600	-25	$1,690,884	−5.5%	1.22%
TT	Trane Technologies plc Industrials	Reduced	4,030	-15	$1,679,462	+6.7%	1.21%
GEV	GE Vernova Inc. Industrials	Reduced	1,806	-50	$1,576,457	+30.0%	1.13%
ASML	Asml Holding NV Technology	Held	1,168	0	$1,542,729	+23.5%	1.11%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	3,154	-28	$1,511,396	−5.5%	1.09%
MA	Mastercard Inc Financial Services	Reduced	2,840	-137	$1,419,034	−16.5%	1.02%
BA	Boeing Co Industrials	Reduced	6,925	-125	$1,378,282	−10.0%	0.99%
QQQ	Invesco Qqq Trust, Series 1	Reduced	2,004	-35	$1,156,668	−7.7%	0.83%
LLY	ELI LILLY & Co Healthcare	Added	1,159	+34	$1,066,013	−11.8%	0.77%
ABBV	AbbVie Inc. Healthcare	Held	4,775	0	$1,038,514	−4.8%	0.75%
CVX	Chevron Corp Energy	Added	4,809	+20	$994,982	+36.3%	0.72%
PWR	Quanta Services, Inc. Industrials	Added	1,800	+100	$988,236	+37.7%	0.71%
META	Meta Platforms, Inc. Communication Services	Reduced	1,655	-1,180	$946,875	−49.4%	0.68%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	9,569	+544	$933,958	−11.7%	0.67%
PANW	Palo Alto Networks Inc Technology	Reduced	5,631	-2,520	$902,761	−39.9%	0.65%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	830	-1	$827,036	+15.4%	0.60%
HD	Home Depot, Inc. Consumer Cyclical	Held	2,482	0	$816,304	−4.4%	0.59%
AGX	Argan Inc Industrials	NEW	1,450	NEW	$789,742	NEW	0.57%
TSLA	Tesla, Inc. Consumer Cyclical	Added	2,123	+100	$789,225	−13.3%	0.57%
NEE	Nextera Energy Inc Utilities	Held	8,316	0	$772,390	+15.7%	0.56%
LRCX	Lam Research Corp Technology	Added	3,565	+95	$761,697	+28.2%	0.55%
PLTR	Palantir Technologies Inc. Technology	Added	5,133	+205	$750,855	−14.3%	0.54%
WMT	Walmart Inc. Consumer Defensive	Held	5,795	0	$720,202	+11.6%	0.52%
SYM	Symbotic Inc. Industrials	Reduced	12,915	-560	$687,078	−14.3%	0.49%
AMAT	Applied Materials Inc /De Technology	Held	1,970	0	$673,326	+33.0%	0.48%
GILD	Gilead Sciences, Inc. Healthcare	Held	4,539	0	$632,600	+13.5%	0.46%
AMD	Advanced Micro Devices Inc Technology	Reduced	3,089	-965	$628,395	−27.6%	0.45%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	1,670	+550	$564,376	+65.8%	0.41%
FTAI	FTAI Aviation Ltd. Industrials	NEW	2,270	NEW	$556,150	NEW	0.40%
FITB	Fifth Third Bancorp Financial Services	NEW	11,858	NEW	$550,922	NEW	0.40%
JNJ	Johnson & Johnson Healthcare	Reduced	2,247	-100	$549,256	+13.1%	0.40%
MRVL	Marvell Technology, Inc. Technology	NEW	5,465	NEW	$541,308	NEW	0.39%
SLV	iShares Silver Trust	Added	7,798	+912	$531,355	+19.8%	0.38%
AMGN	Amgen Inc Healthcare	Held	1,504	0	$529,182	+7.5%	0.38%
GE	General Electric Co Industrials	Reduced	1,850	-31	$524,974	−9.4%	0.38%