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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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
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.