Darden Wealth Group
ANN ARBOR, MIfiles as Darden Wealth Group Inc
$252m in 155 US stocks at the end of 30 June 2026. The top 10 are 47.5% of the money. It changed about 14.8% of the portfolio this quarter.
Value
$252m
Stocks
155
Top 10 share
47.5%
Turnover
14.8%
What changed this quarter
New
Bought for the first time this quarter.
- IsharesEWY0.7% of the fund
- ARM HoldingsARM0.6% of the fund
- SandiskSNDK0.4% of the fund
- ETF SER SolutionsSMIG0.3% of the fund
- CoherentCOHR0.2% of the fund
- SynapticsSYNA0.2% of the fund
- Procure ETF Trust IIUFO0.1% of the fund
- Fidelity Covington TrustFNCL0.1% of the fund
- First TR Exchange-Traded FDCIBR0.1% of the fund
- Veeco InstrumentsVECO0.1% of the fund
- Guardant HealthGH0.1% of the fund
- Himax TechnologiesHIMX<0.1% of the fund
- Goldman Sachs ETF TRJUST<0.1% of the fund
- QualcommQCOM<0.1% of the fund
- IsharesESGE<0.1% of the fund
- Teledyne TechnologiesTDY<0.1% of the fund
- IntelINTC<0.1% of the fund
- Apollo Global ManagementAPO<0.1% of the fund
- InfleqtionINFQ<0.1% of the fund
Added
Bought more of a stock they already held.
- Micron TechnologyMU6.4% of the fund+21%
- Rocket LabRKLB4.9% of the fund+4%
- Ishares TRFLOT1.6% of the fund+4%
- Arista NetworksANET1.6% of the fund+3%
- Vaneck ETF TrustSMH1.3% of the fund+8%
- Janus Detroit STR TRJAAA1.2% of the fund+21%
- Eli LillyLLY0.9% of the fund+67%
- GE VernovaGEV0.9% of the fund+6%
- Marvell TechnologyMRVL0.8% of the fund+27%
- JPMorgan ChaseJPM0.8% of the fund+6%
- Advanced Micro DevicesAMD0.8% of the fund+12%
- Spdr Gold TRGLD0.7% of the fund+5%
- Vanguard Index FDSVTI0.6% of the fund+3%
- Astera LabsALAB0.6% of the fund+6%
- Quanta ServicesPWR0.6% of the fund+8%
- ArganAGX0.5% of the fund+3%
- Taiwan Semiconductor ManufacturingTSM0.4% of the fund+30%
- Ishares TRSHYG0.4% of the fund+8%
- Select Sector Spdr TRXLK0.3% of the fund+7%
- CaterpillarCAT0.3% of the fund+39%
- J P Morgan Exchange Traded FJEPQ0.3% of the fund+17%
- SitimeSITM0.3% of the fund+8%
- Nebius GroupNBIS0.3% of the fund+6%
- DatadogDDOG0.3% of the fund+13%
- IrenIREN0.3% of the fund+85%
Cut
Sold some of their stake.
- NvidiaNVDA13.6% of the fund-2%
- MicrosoftMSFT2.5% of the fund-5%
- Ishares TRDVY0.8% of the fund-3%
- AppLovinAPP0.8% of the fund-8%
- Ishares TRIJH0.8% of the fund-4%
- Ishares TRIJR0.7% of the fund-3%
- Berkshire HathawayBRK-B0.6% of the fund-3%
- BoeingBA0.6% of the fund-7%
- Vanguard Index FDSVO0.4% of the fund-3%
- Dimensional ETF TrustDFAI0.4% of the fund-11%
- TeslaTSLA0.3% of the fund-4%
- Home DepotHD0.3% of the fund-4%
- Ishares TRITA0.3% of the fund-7%
- American Centy ETF TRAVUV0.3% of the fund-6%
- Vanguard Index FDSVB0.3% of the fund-3%
- Ishares TRUSRT0.3% of the fund-4%
- Costco WholesaleCOST0.3% of the fund-8%
- NextEra EnergyNEE0.3% of the fund-3%
- Meta PlatformsMETA0.3% of the fund-28%
- General ElectricGE0.3% of the fund-7%
- FTAI AviationFTAI0.2% of the fund-8%
- VisaV0.2% of the fund-6%
- Spdr Series TrustBILS0.2% of the fund-5%
- Vanguard Tax-Managed FDSVEA0.2% of the fund-34%
- Ishares TRQUAL0.2% of the fund-3%
Sold out
Sold their entire stake.
- Select Sector Spdr TRXLE-100%
- ChevronCVX-100%
- Harbor ETF TrustHGER-100%
- SymboticSYM-100%
- Ishares Silver TRSLV-100%
- Ishares TRIEFA-100%
- Procter & GamblePG-100%
- Vista Energy S.A.B. de C.V.VIST-100%
- Kratos Defense & Security SolutionsKTOS-100%
- Ssga Active ETF TRSRLN-100%
- AccentureACN-100%
- OkloOKLO-100%
- Goldman Sachs Physical GoldAAAU-100%
- First TR Exchange Traded FDSDVY-100%
Holdings
- Ishares TRFLOT
- Share
- 1.6%
- Value
- $4m
- Shares
- 80,936
+4%
- Vaneck ETF TrustSMH
- Share
- 1.3%
- Value
- $3m
- Shares
- 4,951
+8%
- Janus Detroit STR TRJAAA
- Share
- 1.2%
- Value
- $3m
- Shares
- 58,046
+21%
- First TR Exch Traded FD IIIFPE
- Share
- 1.1%
- Value
- $3m
- Shares
- 151,256
Held
- Ishares TRDVY
- Share
- 0.8%
- Value
- $2m
- Shares
- 13,570
-3%
- IsharesIEMG
- Share
- 0.8%
- Value
- $2m
- Shares
- 25,523
Held
- Ishares TRIJH
- Share
- 0.8%
- Value
- $2m
- Shares
- 27,076
-4%
- State STR Spdr S&P 500 ETF TSPY
- Share
- 0.8%
- Value
- $2m
- Shares
- 2,594
Held
- Ishares TRIUSG
- Share
- 0.7%
- Value
- $2m
- Shares
- 10,046
Held
- Ishares TRIJR
- Share
- 0.7%
- Value
- $2m
- Shares
- 12,642
-3%
- Spdr Gold TRGLD
- Share
- 0.7%
- Value
- $2m
- Shares
- 5,044
+5%
- IsharesEWY
- Share
- 0.7%
- Value
- $2m
- Shares
- 8,191
New
- Ishares TRTIP
- Share
- 0.6%
- Value
- $2m
- Shares
- 14,188
Held
- Invesco QQQ TRQQQ
- Share
- 0.6%
- Value
- $1m
- Shares
- 1,999
Held
- Vanguard Index FDSVTI
- Share
- 0.6%
- Value
- $1m
- Shares
- 3,942
+3%
- ARM HoldingsARM
- Share
- 0.6%
- Value
- $1m
- Shares
- 3,916
New
- Ishares TRISTB
- Share
- 0.5%
- Value
- $1m
- Shares
- 26,127
Held
- Ishares TRSHV
- Share
- 0.5%
- Value
- $1m
- Shares
- 10,909
Held
- Ishares TRTFLO
- Share
- 0.5%
- Value
- $1m
- Shares
- 23,387
Held
- Ishares TRVLUE
- Share
- 0.5%
- Value
- $1m
- Shares
- 5,811
Held
- Vanguard Index FDSVO
- Share
- 0.4%
- Value
- $1m
- Shares
- 12,712
-3%
- Vanguard Intl Equity Index FVWO
- Share
- 0.4%
- Value
- $1m
- Shares
- 16,884
Held
- Dimensional ETF TrustDFAI
- Share
- 0.4%
- Value
- $955,763
- Shares
- 23,170
-11%
- Ishares TRSHYG
- Share
- 0.4%
- Value
- $900,725
- Shares
- 21,239
+8%
- Select Sector Spdr TRXLK
- Share
- 0.3%
- Value
- $818,098
- Shares
- 4,294
+7%
- Ishares TRITA
- Share
- 0.3%
- Value
- $804,759
- Shares
- 3,320
-7%
- American Centy ETF TRAVUV
- Share
- 0.3%
- Value
- $773,512
- Shares
- 6,200
-6%
- Vanguard Index FDSVB
- Share
- 0.3%
- Value
- $770,471
- Shares
- 2,542
-3%
- ETF SER SolutionsSMIG
- Share
- 0.3%
- Value
- $741,506
- Shares
- 22,600
New
- Vanguard Index FDSVV
- Share
- 0.3%
- Value
- $729,433
- Shares
- 2,121
Held
- Ishares TRUSRT
- Share
- 0.3%
- Value
- $717,660
- Shares
- 10,800
-4%
- J P Morgan Exchange Traded FJEPQ
- Share
- 0.3%
- Value
- $716,747
- Shares
- 11,662
+17%
- J P Morgan Exchange Traded FJEPI
- Share
- 0.3%
- Value
- $635,285
- Shares
- 11,248
Held
- EA Series TrustFRDM
- Share
- 0.2%
- Value
- $628,646
- Shares
- 8,623
+73%
- First TR Exchange Traded FDAIRR
- Share
- 0.2%
- Value
- $613,109
- Shares
- 4,601
Held
- Ishares TRGOVT
- Share
- 0.2%
- Value
- $587,815
- Shares
- 25,804
Held
- Spdr Series TrustBILS
- Share
- 0.2%
- Value
- $521,844
- Shares
- 5,251
-5%
- Vanguard Tax-Managed FDSVEA
- Share
- 0.2%
- Value
- $498,351
- Shares
- 6,994
-34%
- Schwab Strategic TRSCHD
- Share
- 0.2%
- Value
- $485,901
- Shares
- 15,323
Held
- Ishares TRQUAL
- Share
- 0.2%
- Value
- $484,742
- Shares
- 2,209
-3%
- Series Portfolios TRCLOZ
- Share
- 0.2%
- Value
- $460,449
- Shares
- 17,428
+29%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| NvidiaNVDA | 13.6% | $34m | 170,889 | -2% |
| Micron TechnologyMU | 6.4% | $16m | 13,886 | +21% |
| AlphabetGOOGL | 5.0% | $13m | 35,140 | Held |
| Rocket LabRKLB | 4.9% | $12m | 120,484 | +4% |
| AppleAAPL | 3.9% | $10m | 33,702 | Held |
| BroadcomAVGO | 3.2% | $8m | 21,421 | Held |
| Amazon.comAMZN | 3.2% | $8m | 33,799 | Held |
| CrowdStrike HoldingsCRWD | 2.9% | $7m | 9,632 | Held |
| MicrosoftMSFT | 2.5% | $6m | 16,925 | -5% |
| AlphabetGOOG | 2.1% | $5m | 14,713 | Held |
| Ishares TRFLOT | 1.6% | $4m | 80,936 | +4% |
| Arista NetworksANET | 1.6% | $4m | 23,249 | +3% |
| CelesticaCLS | 1.4% | $4m | 9,824 | Held |
| EatonETN | 1.3% | $3m | 7,682 | Held |
| Vaneck ETF TrustSMH | 1.3% | $3m | 4,951 | +8% |
| Janus Detroit STR TRJAAA | 1.2% | $3m | 58,046 | +21% |
| First TR Exch Traded FD IIIFPE | 1.1% | $3m | 151,256 | Held |
| ASML Holding NVASML | 0.9% | $2m | 1,169 | Held |
| RTXRTX | 0.9% | $2m | 12,230 | Held |
| Eli LillyLLY | 0.9% | $2m | 1,932 | +67% |
| GE VernovaGEV | 0.9% | $2m | 1,917 | +6% |
| Ishares TRDVY | 0.8% | $2m | 13,570 | -3% |
| IsharesIEMG | 0.8% | $2m | 25,523 | Held |
| AppLovinAPP | 0.8% | $2m | 4,059 | -8% |
| Ishares TRIJH | 0.8% | $2m | 27,076 | -4% |
| Marvell TechnologyMRVL | 0.8% | $2m | 6,951 | +27% |
| JPMorgan ChaseJPM | 0.8% | $2m | 6,181 | +6% |
| Advanced Micro DevicesAMD | 0.8% | $2m | 3,454 | +12% |
| Trane TechnologiesTT | 0.8% | $2m | 4,071 | Held |
| Palo Alto NetworksPANW | 0.8% | $2m | 5,691 | Held |
| State STR Spdr S&P 500 ETF TSPY | 0.8% | $2m | 2,594 | Held |
| Ishares TRIUSG | 0.7% | $2m | 10,046 | Held |
| Ishares TRIJR | 0.7% | $2m | 12,642 | -3% |
| Spdr Gold TRGLD | 0.7% | $2m | 5,044 | +5% |
| IsharesEWY | 0.7% | $2m | 8,191 | New |
| Ishares TRTIP | 0.6% | $2m | 14,188 | Held |
| Berkshire HathawayBRK-B | 0.6% | $2m | 3,064 | -3% |
| Lam ResearchLRCX | 0.6% | $2m | 3,533 | Held |
| Invesco QQQ TRQQQ | 0.6% | $1m | 1,999 | Held |
| Vanguard Index FDSVTI | 0.6% | $1m | 3,942 | +3% |
| MastercardMA | 0.6% | $1m | 2,791 | Held |
| Astera LabsALAB | 0.6% | $1m | 2,955 | +6% |
| Applied MaterialsAMAT | 0.6% | $1m | 1,970 | Held |
| Quanta ServicesPWR | 0.6% | $1m | 1,948 | +8% |
| BoeingBA | 0.6% | $1m | 6,450 | -7% |
| ARM HoldingsARM | 0.6% | $1m | 3,916 | New |
| Ishares TRISTB | 0.5% | $1m | 26,127 | Held |
| Ishares TRSHV | 0.5% | $1m | 10,909 | Held |
| AbbVieABBV | 0.5% | $1m | 4,782 | Held |
| ArganAGX | 0.5% | $1m | 1,500 | +3% |
| Ishares TRTFLO | 0.5% | $1m | 23,387 | Held |
| Ishares TRVLUE | 0.5% | $1m | 5,811 | Held |
| Taiwan Semiconductor ManufacturingTSM | 0.4% | $1m | 2,179 | +30% |
| Vanguard Index FDSVO | 0.4% | $1m | 12,712 | -3% |
| SandiskSNDK | 0.4% | $1m | 446 | New |
| Vanguard Intl Equity Index FVWO | 0.4% | $1m | 16,884 | Held |
| Dimensional ETF TrustDFAI | 0.4% | $955,763 | 23,170 | -11% |
| Ishares TRSHYG | 0.4% | $900,725 | 21,239 | +8% |
| TeslaTSLA | 0.3% | $859,286 | 2,043 | -4% |
| Home DepotHD | 0.3% | $843,076 | 2,390 | -4% |
| Select Sector Spdr TRXLK | 0.3% | $818,098 | 4,294 | +7% |
| Ishares TRITA | 0.3% | $804,759 | 3,320 | -7% |
| American Centy ETF TRAVUV | 0.3% | $773,512 | 6,200 | -6% |
| Vanguard Index FDSVB | 0.3% | $770,471 | 2,542 | -3% |
| CaterpillarCAT | 0.3% | $757,516 | 711 | +39% |
| ETF SER SolutionsSMIG | 0.3% | $741,506 | 22,600 | New |
| Vanguard Index FDSVV | 0.3% | $729,433 | 2,121 | Held |
| Ishares TRUSRT | 0.3% | $717,660 | 10,800 | -4% |
| J P Morgan Exchange Traded FJEPQ | 0.3% | $716,747 | 11,662 | +17% |
| Costco WholesaleCOST | 0.3% | $713,178 | 762 | -8% |
| NextEra EnergyNEE | 0.3% | $711,639 | 8,108 | -3% |
| SitimeSITM | 0.3% | $710,519 | 953 | +8% |
| Nebius GroupNBIS | 0.3% | $708,652 | 2,566 | +6% |
| DatadogDDOG | 0.3% | $702,972 | 2,700 | +13% |
| IrenIREN | 0.3% | $677,216 | 14,809 | +85% |
| Meta PlatformsMETA | 0.3% | $673,132 | 1,195 | -28% |
| Fifth Third BancorpFITB | 0.3% | $671,497 | 11,912 | Held |
| WalmartWMT | 0.3% | $664,535 | 5,867 | Held |
| Johnson & JohnsonJNJ | 0.3% | $657,274 | 2,588 | +15% |
| General ElectricGE | 0.3% | $642,816 | 1,720 | -7% |
| J P Morgan Exchange Traded FJEPI | 0.3% | $635,285 | 11,248 | Held |
| EA Series TrustFRDM | 0.2% | $628,646 | 8,623 | +73% |
| United RentalsURI | 0.2% | $623,090 | 550 | Held |
| First TR Exchange Traded FDAIRR | 0.2% | $613,109 | 4,601 | Held |
| Ishares TRGOVT | 0.2% | $587,815 | 25,804 | Held |
| Gilead SciencesGILD | 0.2% | $573,467 | 4,539 | Held |
| FTAI AviationFTAI | 0.2% | $562,702 | 2,080 | -8% |
| AmgenAMGN | 0.2% | $550,785 | 1,521 | Held |
| CoherentCOHR | 0.2% | $548,313 | 1,390 | New |
| Comfort Systems USAFIX | 0.2% | $535,127 | 270 | Held |
| VisaV | 0.2% | $534,627 | 1,558 | -6% |
| Lumentum HoldingsLITE | 0.2% | $528,565 | 616 | +529% |
| LindeLIN | 0.2% | $522,054 | 1,006 | Held |
| Spdr Series TrustBILS | 0.2% | $521,844 | 5,251 | -5% |
| Morgan StanleyMS | 0.2% | $515,613 | 2,467 | +5% |
| SynapticsSYNA | 0.2% | $509,343 | 4,100 | New |
| Vanguard Tax-Managed FDSVEA | 0.2% | $498,351 | 6,994 | -34% |
| Schwab Strategic TRSCHD | 0.2% | $485,901 | 15,323 | Held |
| Ishares TRQUAL | 0.2% | $484,742 | 2,209 | -3% |
| Series Portfolios TRCLOZ | 0.2% | $460,449 | 17,428 | +29% |
Showing the largest 100 of 155.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 52.2% since 30 June 2025.
Where the money is
Technology43.0%
Industrials13.3%
Media & telecom8.1%
Retail & consumer4.0%
Financial services3.3%
Health care2.2%
Everyday goods0.7%
Materials0.3%
Utilities0.3%
Energy0.1%
Real estate0.0%
Other24.7%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.