Investor
Darden Wealth Group Inc
CIK 0002011221 · filed 2026-05-08 · SEC filing
13F book
$196.2M
Positions
150
20 new · 18 sold
Largest name
15.5%
Nvidia Corp · NVDA
Est. mark
−$8.03M
Price effect on 130 names still held. Flow −$1.86M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Nvidia Corp | NVDA | 174.8K | $30.5M | 15.5% | −$2.12M | Cut−$3.1M |
| Alphabet Inc | — | 35.4K | $10.2M | 5.2% | −$900K | Cut−$973.3K |
| Apple Inc. | AAPL | 33.7K | $8.56M | 4.4% | −$609.5K | Cut−$921.3K |
| Rocket Lab Corp | RKLB | 115.6K | $7.42M | 3.8% | −$593.2K | Added−$48.9K |
| Amazon Com Inc | AMZN | 33.5K | $6.97M | 3.6% | −$754.6K | Added−$750.4K |
| Broadcom Inc. | AVGO | 21.5K | $6.67M | 3.4% | −$788.2K | Cut−$1.02M |
| Microsoft Corp | MSFT | 17.9K | $6.63M | 3.4% | −$2.03M | Cut−$2.34M |
| Alphabet Inc | — | 14.6K | $4.2M | 2.1% | −$394.5K | Cut−$467.6K |
| Ishares Tr | — | 78.1K | $3.98M | 2.0% | $7.01K | Cut−$73.5K |
| Micron Technology Inc | MU | 11.4K | $3.86M | 2.0% | $544K | Added$903.2K |
| Crowdstrike Hldgs Inc | — | 9.57K | $3.74M | 1.9% | −$707.1K | Added−$494.7K |
| Arista Networks, Inc. | ANET | 22.6K | $2.78M | 1.4% | −$186.2K | Added−$179.7K |
| Eaton Corp Plc | ETN | 7.75K | $2.77M | 1.4% | $303.6K | Cut$218.3K |
| Celestica Inc | CLS | 9.77K | $2.75M | 1.4% | −$105.3K | Added$517.2K |
| First Tr Exch Traded Fd Iii | — | 151K | $2.68M | 1.4% | −$71K | Cut−$82.6K |
| Janus Detroit Str Tr | — | 48.1K | $2.42M | 1.2% | −$9.89K | Added$47.9K |
| RTX Corp | RTX | 12.3K | $2.38M | 1.2% | $116K | Added$141K |
| Ishares Tr | — | 13.9K | $2.11M | 1.1% | $143.2K | Cut$129.1K |
| Spdr Gold Tr | — | 4.82K | $2.08M | 1.1% | $140.1K | Added$441.7K |
| Ishares Tr | — | 28.2K | $1.91M | 1.0% | $43.2K | Cut$40K |
| Ishares Inc | — | 25.6K | $1.78M | 0.9% | $44.4K | Added$603K |
| Applovin Corp | APP | 4.41K | $1.76M | 0.9% | −$1.03M | Added−$749.8K |
| Vaneck Etf Trust | — | 4.58K | $1.75M | 0.9% | $102.6K | Added$167.8K |
| Jpmorgan Chase & Co. | — | 5.84K | $1.72M | 0.9% | −$131.1K | Added$214.6K |
| Spdr S&P 500 Etf Tr | — | 2.6K | $1.69M | 0.9% | −$82K | Cut−$99K |
| Trane Technologies Plc | TT | 4.03K | $1.68M | 0.9% | $111K | Cut$105.2K |
| Ishares Tr | — | 13K | $1.61M | 0.8% | $53.7K | Cut$37K |
| Ishares Tr | — | 10.2K | $1.58M | 0.8% | −$130.3K | Cut−$165.6K |
| GE Vernova Inc. | GEV | 1.81K | $1.58M | 0.8% | $396.1K | Cut$363.4K |
| Ishares Tr | — | 14.2K | $1.57M | 0.8% | $6.43K | Cut−$68.1K |
| Asml Holding N V | — | 1.17K | $1.54M | 0.8% | $293.3K | Held |
| Berkshire Hathaway Inc Del | — | 3.15K | $1.51M | 0.8% | −$74K | Cut−$88K |
| Mastercard Inc | MA | 2.84K | $1.42M | 0.7% | −$202.2K | Cut−$280.5K |
| Boeing Co | — | 6.92K | $1.38M | 0.7% | −$125.3K | Cut−$152.4K |
| Ishares Tr | — | 26.4K | $1.28M | 0.7% | −$7.62K | Cut−$25.5K |
| Vanguard Index Fds | — | 3.84K | $1.23M | 0.6% | −$55.5K | Cut−$276.2K |
| Ishares Tr | — | 10.8K | $1.19M | 0.6% | $2.57K | Cut−$18.5K |
| Ishares Tr | — | 23.5K | $1.19M | 0.6% | $4K | Cut−$7.35K |
| Invesco Qqq Tr | — | 2K | $1.16M | 0.6% | −$74.1K | Cut−$95.6K |
| Eli Lilly & Co | LLY | 1.16K | $1.07M | 0.5% | −$174.3K | Added−$143K |
| Select Sector Spdr Tr | — | 17.4K | $1.06M | 0.5% | $285.4K | Added$294K |
| AbbVie Inc. | ABBV | 4.78K | $1.04M | 0.5% | −$52.5K | Held |
| Dimensional Etf Trust | — | 26.2K | $1.02M | 0.5% | $22.2K | Cut−$111.1K |
| Chevron Corp New | CVX | 4.81K | $995K | 0.5% | $261K | Added$265.1K |
| Quanta Svcs Inc | — | 1.8K | $988.2K | 0.5% | $215.8K | Added$270.7K |
| Meta Platforms, Inc. | META | 1.66K | $946.9K | 0.5% | −$145.6K | Cut−$924.5K |
| Vanguard Index Fds | — | 3.27K | $939.4K | 0.5% | −$9.94K | Cut−$300.2K |
| Vanguard Intl Equity Index F | — | 16.9K | $912.6K | 0.5% | $2.37K | Added$472.6K |
| Palo Alto Networks Inc | PANW | 5.63K | $902.8K | 0.5% | −$134.5K | Cut−$598.7K |
| Ishares Tr | — | 5.85K | $832.2K | 0.4% | $32K | Cut$29.9K |
| Ishares Tr | — | 19.6K | $830.7K | 0.4% | −$10.8K | Added$1.87K |
| Costco Whsl Corp New | — | 830 | $827.2K | 0.4% | $111.3K | Cut$110.5K |
| Home Depot, Inc. | HD | 2.48K | $816.5K | 0.4% | −$37.8K | Held |
| Argan Inc | AGX | 1.45K | $789.7K | 0.4% | — | New |
| Tesla, Inc. | TSLA | 2.12K | $789.2K | 0.4% | −$157.7K | Added−$120.6K |
| Ishares Tr | — | 3.58K | $784K | 0.4% | $10.1K | Added$242.4K |
| Nextera Energy Inc | — | 8.32K | $772.4K | 0.4% | $104.8K | Held |
| Lam Research Corp | LRCX | 3.56K | $761.7K | 0.4% | $147.4K | Added$167.7K |
| Palantir Technologies Inc. | PLTR | 5.13K | $750.9K | 0.4% | −$155.1K | Added−$125.1K |
| Harbor Etf Trust | — | 23.7K | $734.2K | 0.4% | — | New |
| American Centy Etf Tr | — | 6.6K | $729.1K | 0.4% | $26.3K | Added$413K |
| Walmart Inc. | WMT | 5.79K | $720.3K | 0.4% | $74.6K | Held |
| Symbotic Inc. | SYM | 12.9K | $687.1K | 0.4% | −$81.4K | Cut−$114.7K |
| Vanguard Charlotte Fds | — | 14.3K | $686.1K | 0.4% | −$3.39K | Added$83.2K |
| Vanguard Index Fds | — | 2.61K | $683.8K | 0.3% | $5.91K | Added$294.1K |
| Vanguard Tax-Managed Fds | — | 10.6K | $681.9K | 0.3% | $17.1K | Cut−$99.9K |
| Applied Matls Inc | — | 1.97K | $673.3K | 0.3% | $167.1K | Held |
| Ishares Tr | — | 11.3K | $668.8K | 0.3% | $25.2K | Held |
| J P Morgan Exchange Traded F | — | 11.2K | $636.5K | 0.3% | −$6.24K | Added−$6.01K |
| Vanguard Index Fds | — | 2.12K | $633.9K | 0.3% | −$33.8K | Held |
| Gilead Sciences, Inc. | GILD | 4.54K | $632.6K | 0.3% | $75.5K | Held |
| Advanced Micro Devices Inc | AMD | 3.09K | $628.4K | 0.3% | −$33.1K | Cut−$239.8K |
| Ishares Tr | — | 25.8K | $591.8K | 0.3% | −$2.97K | Cut−$4.58K |
| Taiwan Semiconductor Mfg Ltd | — | 1.67K | $564.5K | 0.3% | $38.1K | Added$224K |
| Ftai Aviation Ltd | — | 2.27K | $556.1K | 0.3% | — | New |
| J P Morgan Exchange Traded F | — | 9.96K | $553.1K | 0.3% | −$21.1K | Added$81.6K |
| Fifth Third Bancorp | — | 11.9K | $551K | 0.3% | — | New |
| Spdr Series Trust | — | 5.53K | $549.5K | 0.3% | $1.15K | Added$32.7K |
| Johnson & Johnson | JNJ | 2.25K | $549.3K | 0.3% | $84.2K | Cut$63.5K |
| Marvell Technology, Inc. | MRVL | 5.46K | $541.3K | 0.3% | — | New |
| Select Sector Spdr Tr | — | 4.01K | $533.5K | 0.3% | −$44.3K | Added−$42.9K |
| Ishares Silver Tr | — | 7.8K | $531.4K | 0.3% | $25.6K | Added$87.8K |
| Amgen Inc | AMGN | 1.5K | $529.2K | 0.3% | $36.9K | Held |
| Ge Aerospace | — | 1.85K | $525K | 0.3% | −$44.9K | Cut−$54.4K |
| First Tr Exchange Traded Fd | — | 4.6K | $509.7K | 0.3% | $57.3K | Cut$47.5K |
| Ishares Tr | — | 5.63K | $509.3K | 0.3% | $6.02K | Cut−$656K |
| Visa Inc. | V | 1.66K | $501.1K | 0.3% | −$80.2K | Cut−$116K |
| Linde Plc | LIN | 1.01K | $498.7K | 0.3% | $69.8K | Held |
| Procter And Gamble Co | PG | 3.35K | $484.4K | 0.2% | $3.79K | Held |
| Schwab Strategic Tr | — | 15.3K | $470.1K | 0.2% | $49.8K | Added$49.8K |
| Ishares Tr | — | 2.27K | $436.2K | 0.2% | −$15.6K | Cut−$39.2K |
| Ishares Tr | — | 4.23K | $404.8K | 0.2% | $2.24K | Held |
| BWX Technologies, Inc. | BWXT | 1.96K | $400.8K | 0.2% | $62K | Held |
| United Rentals, Inc. | URI | 550 | $400.7K | 0.2% | −$44.4K | Cut−$68.7K |
| Ishares Tr | — | 2.72K | $387.7K | 0.2% | −$17K | Cut−$24.5K |
| Morgan Stanley | — | 2.35K | $386.7K | 0.2% | −$30.5K | Held |
| Coca Cola Co | KO | 5.08K | $386.4K | 0.2% | $31.2K | Cut$13.7K |
| BlackRock, Inc. | BLK | 399 | $384.1K | 0.2% | −$43.4K | Cut−$46.6K |
| Lockheed Martin Corp | LMT | 630 | $380.8K | 0.2% | $76.1K | Held |
| Comfort Sys Usa Inc | — | 270 | $372.3K | 0.2% | $98.1K | Added$167K |
| Select Sector Spdr Tr | — | 2.48K | $363.4K | 0.2% | — | New |
| Caterpillar Inc | CAT | 510 | $361.5K | 0.2% | $69.2K | Held |
| Vanguard World Fd | — | 1.13K | $352.8K | 0.2% | $15.6K | Held |
| Exxon Mobil Corp | — | 2.08K | $352K | 0.2% | $82.6K | Added$150.5K |
| Vaneck Etf Trust | — | 3.81K | $350K | 0.2% | $22.9K | Cut−$1.02M |
| Series Portfolios Tr | — | 13.5K | $345.5K | 0.2% | −$11.2K | Cut−$1.33M |
| Gabelli Equity Tr Inc | — | 57K | $319.2K | 0.2% | −$32.5K | Held |
| Boeing Co | — | 4.9K | $317.9K | 0.2% | −$20.5K | Held |
| Ishares Inc | — | 8K | $307.1K | 0.2% | $41.7K | Added$107K |
| Astera Labs, Inc. | ALAB | 2.77K | $304.1K | 0.2% | −$100.7K | Added$8.85K |
| Sitime Corp | SITM | 880 | $303.9K | 0.2% | −$6.9K | Held |
| Northrop Grumman Corp | — | 430 | $293.4K | 0.1% | $48.2K | Held |
| Ies Hldgs Inc | IESC | 615 | $293K | 0.1% | $45.5K | Added$90.7K |
| Vanguard Specialized Funds | — | 1.35K | $291K | 0.1% | −$6.51K | Cut−$10.5K |
| Select Sector Spdr Tr | — | 6.33K | $290.6K | 0.1% | — | New |
| Generac Hldgs Inc | — | 1.48K | $289.1K | 0.1% | $87.3K | Cut$16.3K |
| Tcw Etf Trust | — | 7.26K | $285.3K | 0.1% | −$2.15K | Added$27.9K |
| Invesco Exch Traded Fd Tr Ii | — | 4.06K | $284.1K | 0.1% | — | New |
| Datadog, Inc. | DDOG | 2.4K | $283.3K | 0.1% | — | New |
| Vista Energy S.A.B. De C.V. | — | 3.7K | $279.2K | 0.1% | — | New |
| Iren Limited | — | 8K | $274.2K | 0.1% | −$27.1K | Added−$19.5K |
| Invesco Exch Traded Fd Tr Ii | — | 5.51K | $272.8K | 0.1% | — | New |
| Ea Series Trust | — | 4.99K | $272.4K | 0.1% | — | New |
| Tjx Cos Inc New | — | 1.71K | $272.3K | 0.1% | $10.4K | Held |
| Vanguard Index Fds | — | 452 | $270.3K | 0.1% | −$13.2K | Cut−$467.9K |
| Kratos Defense & Sec Solutio | — | 3.76K | $265.1K | 0.1% | −$20.3K | Cut−$61.3K |
| Ssga Active Etf Tr | — | 6.5K | $260.9K | 0.1% | −$7.35K | Cut−$131.2K |
| Cameco Corp | CCJ | 2.4K | $260.7K | 0.1% | — | New |
| Ishares Tr | — | 5.49K | $253.7K | 0.1% | −$1.93K | Cut−$16.1K |
| Nebius Group N.V. | NBIS | 2.42K | $250.6K | 0.1% | $48.4K | Cut$10.8K |
| American Intl Group Inc | — | 3.13K | $235.8K | 0.1% | −$32.3K | Held |
| Accenture Plc Ireland | — | 1.18K | $234.8K | 0.1% | −$82.9K | Cut−$83.7K |
| Ishares Tr | — | 1.91K | $231.2K | 0.1% | −$14.6K | Held |
| First Tr Exchng Traded Fd Vi | — | 8.2K | $229.7K | 0.1% | −$1.97K | Held |
| Ishares Tr | — | 349 | $228K | 0.1% | −$11.1K | Held |
| Deere & Co | DE | 399 | $224.8K | 0.1% | — | New |
| Ishares Tr | — | 683 | $224.6K | 0.1% | $18.8K | Held |
| Axcelis Technologies Inc | ACLS | 2.38K | $222K | 0.1% | — | New |
| International Business Machs | — | 909 | $220.5K | 0.1% | — | New |
| Oklo Inc. | OKLO | 4.3K | $213.5K | 0.1% | −$95.4K | Cut−$255.7K |
| Goldman Sachs Physical Gold | — | 4.61K | $212.8K | 0.1% | — | New |
| Vanguard Star Fds | — | 2.71K | $209K | 0.1% | — | New |
| First Tr Exchange-Traded Fd | — | 5.27K | $207.8K | 0.1% | — | New |
| Invesco Exch Trd Slf Idx Fd | — | 10K | $205.9K | 0.1% | −$2.87K | Held |
| Invesco Exch Trd Slf Idx Fd | — | 11K | $205.3K | 0.1% | −$1.92K | Held |
| Invesco Exch Trd Slf Idx Fd | — | 10K | $204.2K | 0.1% | −$1.77K | Held |
| Invesco Exch Trd Slf Idx Fd | — | 12K | $200.6K | 0.1% | −$2.41K | Held |
| Invesco Exch Trd Slf Idx Fd | — | 12K | $197.5K | 0.1% | −$2.82K | Held |
| Lumentum Hldgs Inc | — | 98 | $68.9K | 0.0% | — | New |
| Sachem Cap Corp | — | 20.5K | $20.7K | 0.0% | −$614 | Cut−$5.29K |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.