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Darden Wealth Group reported holdings

Quarter ended 30 June 2026. Filed with the SEC on 6 August 2026, signed by David McNeely, Chief Investment and Financial Strategist. Retrieved 14 October 2026. Page updated 21 October 2026.

Darden Wealth Group’s reported 13F holdings total $252M across 155 positions as of 30 June 2026. The ten largest make up 47.5% of it, and its value rose 28.6% from the prior quarter.

$252M
Reported 13F value
155
Positions
47.5%
In the 10 largest
+28.6%
Value vs. prior quarter

Largest positions

Nvidia CorporationCOM$34.2M
Class
COM
Share
13.6%
Micron Technology Inc.COM$16M
Class
COM
Share
6.4%
Alphabet Inc.CAP STK CL A$12.6M
Class
CAP STK CL A
Share
5.0%
Rocket Lab Corp.COM$12.2M
Class
COM
Share
4.9%
Apple Inc.COM$9.75M
Class
COM
Share
3.9%
Broadcom Inc.COM$8.09M
Class
COM
Share
3.2%
Amazon Com Inc.COM$8.06M
Class
COM
Share
3.2%
Crowdstrike Hldgs Inc.CL A$7.35M
Class
CL A
Share
2.9%
Microsoft Corp.COM$6.31M
Class
COM
Share
2.5%
Alphabet Inc.CAP STK CL C$5.2M
Class
CAP STK CL C
Share
2.1%
iShares TRFLTG RATE NT ETF$4.13M
Class
FLTG RATE NT ETF
Share
1.6%
Arista Networks Inc.COM SHS$3.95M
Class
COM SHS
Share
1.6%
Celestica Inc.COM$3.58M
Class
COM
Share
1.4%
Eaton Corp. PLCSHS$3.27M
Class
SHS
Share
1.3%
Vaneck ETF TrustSEMICONDUCTR ETF$3.25M
Class
SEMICONDUCTR ETF
Share
1.3%
Janus Detroit Str TRHENDRSON AAA CL$2.93M
Class
HENDRSON AAA CL
Share
1.2%
First TR Exch Traded FD IiiPFD SECS INC ETF$2.7M
Class
PFD SECS INC ETF
Share
1.1%
ASML Hldg NVN Y REGISTRY SHS$2.32M
Class
N Y REGISTRY SHS
Share
0.9%
Rtx CorporationCOM$2.32M
Class
COM
Share
0.9%
Eli Lilly & COCOM$2.32M
Class
COM
Share
0.9%
GE Vernova Inc.COM$2.25M
Class
COM
Share
0.9%
iShares TRSELECT DIVID ETF$2.12M
Class
SELECT DIVID ETF
Share
0.8%
iShares Inc.CORE MSCI EMKT$2.11M
Class
CORE MSCI EMKT
Share
0.8%
Applovin Corp.COM CL A$2.09M
Class
COM CL A
Share
0.8%
iShares TRCORE S&P MCP ETF$2.09M
Class
CORE S&P MCP ETF
Share
0.8%
Marvell Technology Inc.COM$2.07M
Class
COM
Share
0.8%
JPMORGAN Chase & COCOM$2.02M
Class
COM
Share
0.8%
Advanced Micro Devices Inc.COM$2.01M
Class
COM
Share
0.8%
Trane Technologies PLCSHS$2M
Class
SHS
Share
0.8%
Palo Alto Networks Inc.COM$1.94M
Class
COM
Share
0.8%
State Str SPDR S&P 500 ETF TTR UNIT$1.94M
Class
TR UNIT
Share
0.8%
iShares TRCORE S&P US GWT$1.89M
Class
CORE S&P US GWT
Share
0.7%
iShares TRCORE S&P SCP ETF$1.87M
Class
CORE S&P SCP ETF
Share
0.7%
SPDR Gold TRGOLD SHS$1.86M
Class
GOLD SHS
Share
0.7%
iShares Inc.MSCI STH KOR ETF$1.65M
Class
MSCI STH KOR ETF
Share
0.7%
iShares TRTIPS BD ETF$1.55M
Class
TIPS BD ETF
Share
0.6%
Berkshire Hathaway Inc. DelCL B NEW$1.53M
Class
CL B NEW
Share
0.6%
Lam Research Corp.COM NEW$1.53M
Class
COM NEW
Share
0.6%
Invesco Qqq TRUNIT SER 1$1.47M
Class
UNIT SER 1
Share
0.6%
Vanguard Index FdsTOTAL STK MKT$1.46M
Class
TOTAL STK MKT
Share
0.6%
Mastercard IncorporatedCL A$1.43M
Class
CL A
Share
0.6%
Astera Labs Inc.COM$1.43M
Class
COM
Share
0.6%
Applied Matls Inc.COM$1.42M
Class
COM
Share
0.6%
Quanta Svcs Inc.COM$1.4M
Class
COM
Share
0.6%
Boeing COCOM$1.4M
Class
COM
Share
0.6%
ARM Holdings PLCSPONSORED ADS$1.39M
Class
SPONSORED ADS
Share
0.6%
iShares TRCORE 1 5 YR USD$1.26M
Class
CORE 1 5 YR USD
Share
0.5%
iShares TRTRUST ISHARE 0-1$1.2M
Class
TRUST ISHARE 0-1
Share
0.5%
Abbvie Inc.COM$1.2M
Class
COM
Share
0.5%
Argan Inc.COM$1.2M
Class
COM
Share
0.5%

The share class is shown on a wider screen.

The 50 largest of 155 positions by value, with holdings of the same security combined. The 155 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR

This filing

Form
13F-HR
CIK
2011221
File number
028-23733
Options
0 call, 0 put
In the 25 largest
63.9%
Prior quarter
$196M at 31 March 2026
Positions opened
19
Positions closed
14

Common questions

What are Darden Wealth Group’s 13F holdings worth?

$252 million across 155 positions for the quarter ended 30 June 2026.

What is Darden Wealth Group’s largest 13F holding?

NVIDIA CORPORATION (COM) was the largest position at $34.2 million, or 13.6% of reported 13F value, as of 30 June 2026.

How concentrated is Darden Wealth Group’s 13F portfolio?

The ten largest positions accounted for 47.5% of reported value and the twenty-five largest for 63.9%, across 155 positions as of 30 June 2026.

Does Form 13F show everything Darden Wealth Group manages?

No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.

How often does Darden Wealth Group file its 13F?

Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.

Answered from this filing and the prior quarter's.

Back to the Darden Wealth Group profile

Sources

  1. Form 13F-HR, accession 0002011221-26-000003, filed 6 August 2026 for the quarter ended 30 June 2026.
  2. Form 13F-HR, accession 0002011221-26-000002, filed 8 May 2026 for the quarter ended 31 March 2026.
  3. All 13F filings by this firm on EDGAR.

Retrieved 14 October 2026. Values are as reported by the filer in whole dollars; percentages and quarter-over-quarter figures are arithmetic on the filed tables.

Report a correction

This page restates a public SEC filing for informational purposes only. It is not a recommendation of any security or of Darden Wealth Group, Inc, and Niva is not affiliated with the firm. Holdings change; the filing reflects one quarter-end date.