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CIK: 0002011221
Total reported value
$252.3M
$252.3M
98 檔
19.4%
The Q1 2025 SEC filing reveals that Darden Wealth Group Inc held a total portfolio value of $252.3M, covering 98 public equity positions.
During Q1 2025, Darden Wealth Group Inc's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, AAPL, MSFT) accounted for 19.4% of total reported equity market value during Q1 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 16.24% | -1.99% | -2.68% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 6.84% | -0.50% | -2.71% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 5.24% | -0.88% | -1.91% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.11% | -0.36% | -0.53% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.60% | -0.20% | -1.89% | |
| 6 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 2.94% | -0.39% | +2.08% | |
| 7 | AVGO | Broadcom Inc | Stock-Tech | 2.52% | -0.19% | -11.71% | |
| 8 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 2.14% | +1.01% | -6.86% | |
| 9 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 1.96% | -0.30% | -1.73% | |
| 10 | ETN | Eaton Corporation plc | Stock-Industrials | 1.86% | -0.11% | -13.49% | |
| 11 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.78% | -0.08% | -1.08% | |
| 12 | DVY | Ishares Select Dividend ETF | ETF-Other | 1.76% | -0.24% | +4.83% | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.38% | -0.14% | +0.13% | |
| 14 | TIP | Ishares Tips Bond ETF | ETF-Other | 1.37% | -0.18% | -0.65% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.27% | -0.16% | +11.60% | |
| 16 | MA | Mastercard Inc - A | Stock-Financials | 1.20% | -0.15% | +1.80% | |
| 17 | ANET | Arista Networks Inc | Stock-Tech | 1.19% | +0.15% | -7.85% | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.18% | -0.08% | -2.55% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.14% | -0.09% | -0.90% | |
| 20 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 1.11% | -0.05% | -1.92% | |
| 21 | CVX | Chevron CORP | Stock-Energy | 1.10% | -0.51% | EXIT | |
| 22 | TT | Trane Technologies plc | Stock-Industrials | 1.08% | -0.07% | -1.43% | |
| 23 | NOW | Servicenow Inc | Stock-Tech | 1.06% | — | -11.34% | |
| 24 | RTX | Rtx CORP | Stock-Industrials | 1.06% | -0.29% | -1.08% | |
| 25 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 1.03% | -0.15% | -1.11% | |
| 26 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.98% | -0.07% | +14.26% | |
| 27 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.97% | -0.13% | -0.95% | |
| 28 | RKLB | Rocket Lab Corporation | Stock-Industrials | 0.95% | — | +37.19% | |
| 29 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.93% | -0.08% | — | |
| 30 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.93% | +0.38% | -0.69% | |
| 31 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 0.92% | -0.14% | -4.86% | |
| 32 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.90% | +0.31% | -5.84% | |
| 33 | XLE | Ss Energy Select Sector | ETF-Other | 0.86% | -0.54% | EXIT | |
| 34 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.83% | -0.21% | +13.73% | |
| 35 | ASML | ASML Holding N.V. | Stock-Tech | 0.81% | +0.13% | +2.62% | |
| 36 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.79% | -0.07% | -0.31% | |
| 37 | ABBV | Abbvie Inc | Stock-Healthcare | 0.78% | -0.05% | — | |
| 38 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.78% | -0.05% | -0.60% | |
| 39 | HD | Home Depot Inc | Stock-Consumer Disc | 0.73% | -0.09% | -1.90% | |
| 40 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.73% | -0.01% | -5.60% | |
| 41 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 0.69% | -0.06% | +0.01% | |
| 42 | MU | Micron Technology Inc | Stock-Tech | 0.65% | +4.38% | +2.00% | |
| 43 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.63% | -0.07% | +0.71% | |
| 44 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 0.56% | +0.04% | -3.04% | |
| 45 | BA | Boeing Co/the | Stock-Industrials | 0.54% | -0.15% | +7.97% | |
| 46 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.54% | +0.40% | -1.79% | |
| 47 | ACN | Accenture plc | Stock-Tech | 0.51% | -0.12% | EXIT | |
| 48 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.50% | -0.14% | +3.46% | |
| 49 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.48% | -0.25% | EXIT | |
| 50 | NEE 6.926 09-01-25Bond | Nextera Energy Inc | Bond | 0.48% | — | -1.10% |
According to official SEC Form 13F filings, Darden Wealth Group Inc reported a total U.S. public equity portfolio value of $252.3M across 98 disclosed positions in Q1 2025.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
During Q1 2025, Darden Wealth Group Inc's top holdings by market value included NVDA (16.2%)、AAPL (6.8%)、MSFT (5.2%). The largest single position, NVDA, represented 16.2% of total portfolio value.
In Q1 2025, Darden Wealth Group Inc made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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