Darden Wealth Group Inc reported 83 positions worth $190.89M for the quarter ended Jun 30, 2026, up 33.6% on the prior quarter. It opened 11 new positions, added to 35, trimmed 26 and exited 9. Its largest holding is Nvidia Corp at 17.9% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| MU Micron Technology Inc | +2,447 | +21.4% | $2.82M | 8.4% |
| ARM Arm Holdings Plc | +3,916 | – | $1.39M | 0.727% |
| LLY ELI LILLY & Co | +773 | +66.7% | $927.16K | 1.21% |
| COHR Coherent Corp. | +1,390 | – | $548.31K | 0.287% |
| SYNA SYNAPTICS Inc | +4,100 | – | $509.34K | 0.267% |
| RKLB Rocket Lab Corp | +4,926 | +4.3% | $500.73K | 6.42% |
| LITE Lumentum Holdings Inc. | +518 | +528.6% | $444.48K | 0.277% |
| MRVL Marvell Technology, Inc. | +1,486 | +27.2% | $442.66K | 1.08% |
| IREN IREN Ltd | +6,809 | +85.1% | $311.38K | 0.355% |
| VECO Veeco Instruments Inc | +3,400 | – | $257.72K | 0.135% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| CVX Chevron Corp | -4,809 | -100.0% | $994.98K | Exited |
| NVDA Nvidia Corp | -3,958 | -2.3% | $791.96K | 17.91% |
| SYM Symbotic Inc. | -12.9K | -100.0% | $687.08K | Exited |
| SLV iShares Silver Trust | -7,798 | -100.0% | $531.36K | Exited |
| PG PROCTER & GAMBLE Co | -3,353 | -100.0% | $484.45K | Exited |
| MSFT Microsoft Corp | -981 | -5.5% | $365.94K | 3.31% |
| PLTR Palantir Technologies Inc. | -3,005 | -58.5% | $350.59K | 0.13% |
| VIST Vista Energy, S.A.B. de C.V. | -3,700 | -100.0% | $279.24K | Exited |
| KTOS Kratos Defense & Security Solutions, Inc. | -3,760 | -100.0% | $265.12K | Exited |
| META Meta Platforms, Inc. | -460 | -27.8% | $259.11K | 0.353% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| ARM Arm Holdings Plc | +3,916 | $1.39M | 0.727% |
| COHR Coherent Corp. | +1,390 | $548.31K | 0.287% |
| SYNA SYNAPTICS Inc | +4,100 | $509.34K | 0.267% |
| VECO Veeco Instruments Inc | +3,400 | $257.72K | 0.135% |
| GH Guardant Health, Inc. | +1,700 | $255.05K | 0.134% |
| HIMX Himax Technologies, Inc. | +15.7K | $240.46K | 0.126% |
| QCOM Qualcomm Inc | +1,196 | $221.01K | 0.116% |
| TDY Teledyne Technologies Inc | +320 | $213.41K | 0.112% |
| INTC Intel Corp | +1,480 | $206.65K | 0.108% |
| APO Apollo Global Management, Inc. | +1,700 | $201.13K | 0.105% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| CVX Chevron Corp | -4,809 | $994.98K | 0.696% |
| SYM Symbotic Inc. | -12.9K | $687.08K | 0.481% |
| SLV iShares Silver Trust | -7,798 | $531.36K | 0.372% |
| PG PROCTER & GAMBLE Co | -3,353 | $484.45K | 0.339% |
| VIST Vista Energy, S.A.B. de C.V. | -3,700 | $279.24K | 0.195% |
| KTOS Kratos Defense & Security Solutions, Inc. | -3,760 | $265.12K | 0.186% |
| ACN Accenture plc | -1,184 | $234.78K | 0.164% |
| OKLO Oklo Inc. | -4,305 | $213.48K | 0.149% |
| AAAU Goldman Sachs Physical Gold ETF | -4,608 | $212.84K | 0.149% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA Nvidia Corp | Technology | 170.9K | $34.19M | 17.91% | -3,958 | -2.3% | Reduced | 0% |
| 2 | MU Micron Technology Inc | Technology | 13.9K | $16.03M | 8.4% | +2,447 | +21.4% | Added | 0% |
| 3 | GOOGL Alphabet Inc. | Technology | 35.1K | $12.56M | 6.58% | -238 | -0.7% | Reduced | 0% |
| 4 | RKLB Rocket Lab Corp | Industrials | 120.5K | $12.25M | 6.42% | +4,926 | +4.3% | Added | 0.02% |
| 5 | AAPL Apple Inc. | Technology | 33.7K | $9.75M | 5.11% | -27 | -0.1% | Reduced | 0% |
| 6 | AVGO Broadcom Inc. | Technology | 21.4K | $8.09M | 4.24% | -121 | -0.6% | Reduced | 0% |
| 7 | AMZN Amazon Com Inc | Consumer Discretionary | 33.8K | $8.06M | 4.22% | +316 | +0.9% | Added | 0% |
| 8 | CRWD CrowdStrike Holdings, Inc. | Technology | 38.5K | $7.35M | 3.85% | +252 | +0.7% | Added | 0% |
| 9 | MSFT Microsoft Corp | Technology | 16.9K | $6.31M | 3.31% | -981 | -5.5% | Reduced | 0% |
| 10 | GOOG Alphabet Inc. | Technology | 14.7K | $5.20M | 2.72% | +71 | +0.5% | Added | 0% |
| 11 | ANET Arista Networks, Inc. | Technology | 23.2K | $3.95M | 2.07% | +622 | +2.7% | Added | 0% |
| 12 | CLS Celestica Inc | Technology | 9,824 | $3.58M | 1.88% | +51 | +0.5% | Added | 0.01% |
| 13 | ETN Eaton Corp plc | Industrials | 7,682 | $3.27M | 1.71% | -71 | -0.9% | Reduced | 0% |
| 14 | ASML Asml Holding Nv | Technology | 1,169 | $2.32M | 1.22% | +1 | +0.1% | Added | 0% |
| 15 | RTX RTX Corp | Industrials | 12.2K | $2.32M | 1.22% | -107 | -0.9% | Reduced | 0% |
Tip. Select a row to see that position’s full history at Darden Wealth.
As of its Q2 2026 13F filing, Darden Wealth Group Inc’s five largest positions were Nvidia Corp (NVDA) at 17.9%, Micron Technology Inc (MU) at 8.4%, Alphabet Inc. (GOOGL) at 6.6%, Rocket Lab Corp (RKLB) at 6.4%, Apple Inc. (AAPL) at 5.1% of the reported portfolio.
Darden Wealth Group Inc reported a 13F portfolio worth $190.89M across 83 positions for Q2 2026. That is up 33.6% from the previous quarter.
Its largest purchases by value were Micron Technology Inc ($2.82M), Arm Holdings Plc ($1.39M), ELI LILLY & Co ($927.16K). It opened 11 new positions.
Its largest sales by value were Chevron Corp ($994.98K), Nvidia Corp ($791.96K), Symbotic Inc. ($687.08K). It exited 9 positions entirely.
From the Form 13F-HR reports Darden Wealth Group Inc files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.