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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$3.97 Million 2.28% of portfolio
77,719
Q3 2025 Added 2.41%
$0
$2.78 Million 1.59% of portfolio
152,451
Q3 2025 Added 1.81%
$0
$2.22 Million 1.28% of portfolio
15,653
Q3 2025 Reduced 3.42%
$0
$2.15 Million 1.23% of portfolio
42,278
Q3 2025 Added 32.4%
$0
$1.92 Million 1.1% of portfolio
29,390
Q3 2025 Added 2.65%
$0
$1.75 Million 1.0% of portfolio
2,631
Q3 2025 Added 0.27%
$0
$1.75 Million 1.0% of portfolio
10,638
Q3 2025 Reduced 4.71%
$0
$1.7 Million 0.97% of portfolio
15,260
Q3 2025 Reduced 1.26%
$0
$1.64 Million 0.94% of portfolio
13,828
Q3 2025 Added 3.58%
$0
$1.48 Million 0.85% of portfolio
4,501
Q3 2025 Added 25.62%
$0
$1.32 Million 0.76% of portfolio
36,270
Q2 2025 New
$0
$1.33 Million 0.76% of portfolio
27,203
Q3 2025 Reduced 0.87%
$130B
$1.29 Million 0.74% of portfolio
3,625
Q3 2025 Added 94.16%
$0
$1.26 Million 0.72% of portfolio
14,426
Q3 2025 Added 7.45%
$0
$1.25 Million 0.72% of portfolio
4,271
Q3 2025 Added 6.03%
$0
$1.23 Million 0.71% of portfolio
2,050
Q3 2025 Added 5.83%
$0
$1.2 Million 0.69% of portfolio
3,663
Q3 2025 Added 8.53%
$0
$1.19 Million 0.68% of portfolio
23,435
Q3 2025 Added 0.26%
$0
$951,000 0.55% of portfolio
17,732
Q2 2025 Reduced 5.69%
$0
$888,000 0.51% of portfolio
20,513
Q3 2025 Reduced 1.47%
$0
$824,000 0.47% of portfolio
10,788
Q3 2025 New
$0
$796,000 0.46% of portfolio
8,912
Q3 2025 Reduced 5.63%
$0
$749,000 0.43% of portfolio
12,507
Q3 2025 Added 3.86%
$0
$736,000 0.42% of portfolio
5,889
Q3 2025 Reduced 4.69%
$0
$706,000 0.4% of portfolio
1,153
Q3 2025 Reduced 14.66%
$0
$652,000 0.37% of portfolio
2,121
Q3 2024 Reduced 5.27%
$0
$625,000 0.36% of portfolio
10,950
Q3 2025 Reduced 6.81%
$0
$626,000 0.36% of portfolio
9,200
Q3 2025 Reduced 31.85%
$0
$616,000 0.35% of portfolio
12,473
Q3 2025 Reduced 14.21%
$0
$599,000 0.34% of portfolio
25,913
Q3 2025 Reduced 0.06%
$0
$516,000 0.3% of portfolio
1,833
Q3 2025 Added 11.56%
$0
$518,000 0.3% of portfolio
5,209
Q3 2025 Added 6.11%
$0
$498,000 0.29% of portfolio
2,382
Q3 2025 Added 8.17%
$0
$495,000 0.28% of portfolio
22,812
Q3 2025 Reduced 0.41%
$0
$470,000 0.27% of portfolio
2,418
Q3 2025 Added 0.04%
$0
$449,000 0.26% of portfolio
4,650
Q2 2025 Reduced 7.92%
$0
$441,000 0.25% of portfolio
16,167
Q3 2025 Reduced 4.99%
$0
$416,000 0.24% of portfolio
2,859
Q1 2025 Reduced 2.39%
$0
$393,000 0.23% of portfolio
4,233
Q1 2024 Reduced 0.35%
$0
$401,000 0.23% of portfolio
9,650
Q3 2025 Reduced 5.39%
$0
$383,000 0.22% of portfolio
7,084
Q3 2025 Added 2.67%
$0
$383,000 0.22% of portfolio
1,510
Q3 2025 New
$1.09B
$391,000 0.22% of portfolio
4,360
Q3 2025 New
$0
$334,000 0.19% of portfolio
1,130
Q4 2023 New
$0
$324,000 0.19% of portfolio
1,710
Q2 2025 New
$0
$318,000 0.18% of portfolio
3,200
Q3 2025 New
$0
$265,000 0.15% of portfolio
2,600
Q3 2025 New
$0
$270,000 0.15% of portfolio
5,801
Q3 2025 Reduced 5.71%
$0
$240,000 0.14% of portfolio
3,160
Q3 2025 Added 7.85%

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
Track This Portfolio

Track Darden Wealth Group Inc Portfolio

Follow Darden Wealth Group Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Darden Wealth Group Inc, based on Form 13F filings with the SEC.

News

Stay updated on Darden Wealth Group Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email