Darden Wealth Group Inc Portfolio Holdings

Darden Wealth Group Inc

  • $174 Million
  • Q3 2025

Darden Wealth Group Inc has filed its 13F form on November 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $174 Million distributed in 134 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $34.2M, Microsoft Corp with a value of $9.24M, Apple Inc. with a value of $8.84M, Alphabet Inc. with a value of $8.67M, and Amazon Com Inc with a value of $7.15M.

Examining the 13F form we can see an increase of $19.5M in the current position value, from $155M to 174M.

Darden Wealth Group Inc is based out at Ann Arbor, MI

Below you can find more details about Darden Wealth Group Inc portfolio as well as his latest detailed transactions.

Portfolio value $174 Million
Technology: $73.7 Million
ETFs: $50.5 Million
Communication Services: $14.7 Million
Industrials: $11.4 Million
Consumer Cyclical: $10.1 Million
Financial Services: $6.79 Million
Healthcare: $3.23 Million
Consumer Defensive: $2.29 Million
Other: $1.53 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$465B
$34.2 Million 19.62% of portfolio
183,329
Q3 2025 Reduced 2.26%
$3.78T
$9.24 Million 5.3% of portfolio
17,841
Q3 2025 Added 0.63%
$4.3T
$8.84 Million 5.07% of portfolio
34,732
Q3 2025 Reduced 2.84%
$1.65T
$8.67 Million 4.97% of portfolio
35,657
Q3 2025 Reduced 0.59%
$2.39T
$7.15 Million 4.1% of portfolio
32,571
Q3 2025 Reduced 2.94%
$139B
$6.7 Million 3.84% of portfolio
20,318
Q3 2025 Added 5.5%
$115B
$3.76 Million 2.16% of portfolio
7,672
Q3 2025 Added 8.0%
$1.74T
$3.53 Million 2.03% of portfolio
14,513
Q3 2025 Added 1.36%
$140B
$3.17 Million 1.82% of portfolio
8,478
Q3 2025 Reduced 1.35%
$163B
$2.59 Million 1.48% of portfolio
3,603
Q3 2025 Added 2.13%
$1.37T
$2.19 Million 1.26% of portfolio
2,982
Q3 2025 Added 4.19%
$258B
$1.82 Million 1.04% of portfolio
10,860
Q3 2025 Reduced 0.61%
$268B
$1.71 Million 0.98% of portfolio
10,228
Q3 2025 Added 7.74%
$96.9B
$1.71 Million 0.98% of portfolio
4,045
Q2 2025 Reduced 2.41%
$61.4B
$1.7 Million 0.97% of portfolio
8,346
Q3 2025 Added 34.81%
$512B
$1.69 Million 0.97% of portfolio
2,977
Q3 2025 Added 5.01%
$881B
$1.47 Million 0.84% of portfolio
4,657
Q3 2025 Reduced 0.28%
$114B
$1.32 Million 0.76% of portfolio
6,133
Q3 2025 Added 22.66%
$405B
$1.13 Million 0.65% of portfolio
1,168
Q3 2025 Reduced 17.92%
$414B
$1.07 Million 0.61% of portfolio
4,627
Q2 2025 Reduced 4.24%
$593B
$1.05 Million 0.6% of portfolio
3,751
Q3 2025 Added 57.61%
$367B
$1.01 Million 0.58% of portfolio
2,482
Q2 2025 Reduced 3.87%
$1.29T
$908,000 0.52% of portfolio
2,043
Q3 2025 Reduced 4.67%
$303B
$855,000 0.49% of portfolio
5,510
Q3 2025 Reduced 9.24%
$342B
$857,000 0.49% of portfolio
4,698
Q3 2025 Added 57.76%
$404B
$838,000 0.48% of portfolio
906
Q3 2025 Added 17.97%
$971B
$782,000 0.45% of portfolio
1,025
Q3 2025 Reduced 22.64%
$388B
$690,000 0.4% of portfolio
4,269
Q3 2025 Added 38.07%
$168B
$638,000 0.37% of portfolio
8,454
Q3 2025 New
$55.9B
$625,000 0.36% of portfolio
655
Q3 2025 Added 31.0%
$61.4B
$596,000 0.34% of portfolio
1,440
Q3 2025 Reduced 9.43%
$279B
$575,000 0.33% of portfolio
5,585
Q3 2025 Reduced 3.87%
$533B
$557,000 0.32% of portfolio
1,633
Q3 2025 Added 12.93%
$328B
$529,000 0.3% of portfolio
1,761
Q3 2025 Added 21.11%
$346B
$521,000 0.3% of portfolio
3,393
Q3 2025 Reduced 2.3%
$103B
$525,000 0.3% of portfolio
225
Q3 2025 Reduced 45.78%
$156B
$514,000 0.29% of portfolio
4,639
Q2 2025 Added 4.65%
$522B
$435,000 0.25% of portfolio
2,347
Q3 2025 Added 1.78%
$183B
$424,000 0.24% of portfolio
1,504
Q3 2025 New
$197B
$403,000 0.23% of portfolio
1,970
Q3 2025 Reduced 9.22%
$16.3B
$361,000 0.21% of portfolio
1,960
Q3 2025 Added 29.8%
$270B
$373,000 0.21% of portfolio
2,350
Q3 2025 Reduced 1.92%
$123B
$342,000 0.2% of portfolio
687
Q3 2025 Reduced 1.58%
$0
$347,000 0.2% of portfolio
57,000
Q2 2025 Reduced 8.06%
$306B
$353,000 0.2% of portfolio
5,331
Q3 2025 Added 4.92%
$3.22B
$331,000 0.19% of portfolio
6,150
Q3 2025 New
$152B
$317,000 0.18% of portfolio
1,287
Q3 2025 Reduced 28.1%
$193B
$271,000 0.16% of portfolio
2,367
Q3 2025 Reduced 0.59%
$86.7B
$262,000 0.15% of portfolio
430
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 134
  • Current Value $174 Million
  • Prior Value $155 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 10, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 17 stocks
  • Additional Purchases 49 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 45 stocks
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