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

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%
$0
$3.97 Million 2.28% of portfolio
77,719
Q3 2025 Added 2.41%
$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%
$0
$2.78 Million 1.59% of portfolio
152,451
Q3 2025 Added 1.81%
$163B
$2.59 Million 1.48% of portfolio
3,603
Q3 2025 Added 2.13%
$0
$2.22 Million 1.28% of portfolio
15,653
Q3 2025 Reduced 3.42%
$1.37T
$2.19 Million 1.26% of portfolio
2,982
Q3 2025 Added 4.19%
$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%
$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%
$0
$1.7 Million 0.97% of portfolio
15,260
Q3 2025 Reduced 1.26%
$512B
$1.69 Million 0.97% of portfolio
2,977
Q3 2025 Added 5.01%
$0
$1.64 Million 0.94% of portfolio
13,828
Q3 2025 Added 3.58%
$662B
$1.55 Million 0.89% of portfolio
3,091
Q3 2025 Added 6.66%
$0
$1.48 Million 0.85% of portfolio
4,501
Q3 2025 Added 25.62%
$881B
$1.47 Million 0.84% of portfolio
4,657
Q3 2025 Reduced 0.28%
$0
$1.32 Million 0.76% of portfolio
36,270
Q2 2025 New
$114B
$1.32 Million 0.76% of portfolio
6,133
Q3 2025 Added 22.66%
$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
$1.23 Million 0.7% of portfolio
11,116
Q3 2025 Reduced 2.66%
$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%
$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%
$0
$951,000 0.55% of portfolio
17,732
Q2 2025 Reduced 5.69%
$1.29T
$908,000 0.52% of portfolio
2,043
Q3 2025 Reduced 4.67%
$0
$888,000 0.51% of portfolio
20,513
Q3 2025 Reduced 1.47%
$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%
$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%

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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