Darden Wealth Group Inc Portfolio Holdings

Darden Wealth Group Inc

  • $155 Million
  • Q2 2025

Darden Wealth Group Inc has filed its 13F form on July 31, 2025 for Q2 2025 where it was disclosed a total value porftolio of $155 Million distributed in 132 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $29.6M, Microsoft Corp with a value of $8.82M, Amazon Com Inc with a value of $7.36M, Apple Inc. with a value of $7.33M, and Alphabet Inc. with a value of $6.32M.

Examining the 13F form we can see an increase of $30.7M in the current position value, from $124M to 155M.

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 $155 Million
Technology: $64.2 Million
ETFs: $45.7 Million
Communication Services: $11.3 Million
Industrials: $10.5 Million
Consumer Cyclical: $10.5 Million
Financial Services: $6.05 Million
Healthcare: $3.03 Million
Consumer Defensive: $2.24 Million
Other: $1.12 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$456B
$29.6 Million 19.14% of portfolio
187,564
Q2 2025 Reduced 2.98%
$3.95T
$8.82 Million 5.7% of portfolio
17,729
Q2 2025 Reduced 1.47%
$2.26T
$7.36 Million 4.76% of portfolio
33,558
Q2 2025 Reduced 3.12%
$3.69T
$7.33 Million 4.74% of portfolio
35,748
Q2 2025 Reduced 9.97%
$1.21T
$6.32 Million 4.08% of portfolio
35,867
Q2 2025 Reduced 6.43%
$127B
$5.31 Million 3.43% of portfolio
19,259
Q2 2025 Reduced 0.96%
$0
$3.87 Million 2.5% of portfolio
75,887
Q2 2025 Added 2.0%
$93.6B
$3.62 Million 2.34% of portfolio
7,104
Q2 2025 Reduced 9.18%
$145B
$3.07 Million 1.98% of portfolio
8,594
Q2 2025 Reduced 2.61%
$0
$2.67 Million 1.72% of portfolio
149,748
Q2 2025 Added 4.22%
$1.24T
$2.54 Million 1.64% of portfolio
14,318
Q2 2025 Reduced 2.65%
$0
$2.15 Million 1.39% of portfolio
16,207
Q2 2025 Reduced 4.01%
$1.78T
$2.11 Million 1.36% of portfolio
2,862
Q2 2025 Added 54.95%
$0
$1.78 Million 1.15% of portfolio
28,631
Q2 2025 Reduced 6.31%
$102B
$1.77 Million 1.14% of portfolio
4,045
Q2 2025 Reduced 2.41%
$0
$1.7 Million 1.1% of portfolio
15,454
Q2 2025 Reduced 3.08%
$0
$1.62 Million 1.05% of portfolio
2,624
Q2 2025 Reduced 0.49%
$0
$1.62 Million 1.05% of portfolio
31,933
Q2 2025 Added 28.59%
$172B
$1.63 Million 1.05% of portfolio
1,588
Q2 2025 Reduced 7.67%
$229B
$1.6 Million 1.03% of portfolio
10,927
Q2 2025 Added 6.14%
$548B
$1.59 Million 1.03% of portfolio
2,835
Q1 2025 Added 1.8%
$0
$1.46 Million 0.94% of portfolio
13,350
Q2 2025 Reduced 8.22%
$621B
$1.41 Million 0.91% of portfolio
2,898
Q2 2025 Reduced 5.85%
$859B
$1.35 Million 0.87% of portfolio
4,670
Q2 2025 Reduced 4.3%
$0
$1.34 Million 0.86% of portfolio
27,443
Q2 2025 Reduced 0.17%
$52.5B
$1.27 Million 0.82% of portfolio
6,191
Q2 2025 Reduced 8.5%
$0
$1.26 Million 0.81% of portfolio
11,420
Q2 2025 Added 0.48%
$0
$1.25 Million 0.81% of portfolio
36,270
Q2 2025 New
$136B
$1.24 Million 0.8% of portfolio
3,528
Q2 2025 New
$0
$1.18 Million 0.76% of portfolio
23,375
Q2 2025 Reduced 0.43%
$139B
$1.17 Million 0.76% of portfolio
9,493
Q2 2025 Reduced 2.18%
$295B
$1.14 Million 0.74% of portfolio
1,423
Q2 2025 Reduced 9.25%
$0
$1.13 Million 0.73% of portfolio
4,028
Q2 2025 Added 386.47%
$0
$1.12 Million 0.72% of portfolio
13,426
Q2 2025 New
$118B
$1.08 Million 0.7% of portfolio
415
Q2 2025 New
$0
$1.09 Million 0.7% of portfolio
3,583
Q2 2025 Reduced 1.67%
$0
$1.07 Million 0.69% of portfolio
1,937
Q2 2025 Reduced 3.39%
$139B
$1.05 Million 0.68% of portfolio
5,000
Q2 2025 Added 21.86%
$608B
$1.03 Million 0.67% of portfolio
1,325
Q2 2025 Reduced 8.3%
$0
$951,000 0.61% of portfolio
17,732
Q2 2025 Reduced 5.69%
$0
$941,000 0.61% of portfolio
3,375
Q2 2025 Added 2.74%
$405B
$910,000 0.59% of portfolio
2,482
Q2 2025 Reduced 3.87%
$0
$898,000 0.58% of portfolio
20,820
Q2 2025 Added 0.01%
$302B
$869,000 0.56% of portfolio
6,071
Q2 2025 Reduced 28.25%
$0
$863,000 0.56% of portfolio
13,500
Q2 2025 New
$351B
$858,000 0.55% of portfolio
4,627
Q2 2025 Reduced 4.24%
$0
$800,000 0.52% of portfolio
9,444
Q2 2025 Reduced 20.77%
$0
$767,000 0.5% of portfolio
1,351
Q2 2025 New
$439B
$760,000 0.49% of portfolio
768
Q2 2025 Added 11.63%

Summary

  • Portfolio
  • No. of Stocks 132
  • Current Value $155 Million
  • Prior Value $124 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 31, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 39 stocks
  • Additional Purchases 25 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 53 stocks
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