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CIK: 0002011221
Total reported value
$252.3M
$252.3M
132 檔
23.6%
At the close of Q2 2025, Darden Wealth Group Inc disclosed equity holdings valued at approximately $252.3M, spread across 132 reported holdings.
During Q2 2025, Darden Wealth Group Inc's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 17.87% | -1.99% | -2.98% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 5.32% | -0.88% | -1.47% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.44% | -0.36% | -3.12% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 4.42% | -0.50% | -9.97% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.81% | -0.20% | -6.43% | |
| 6 | AVGO | Broadcom Inc | Stock-Tech | 3.20% | -0.19% | -0.96% | |
| 7 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 2.33% | -0.39% | +2.00% | |
| 8 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 2.18% | +1.01% | -9.18% | |
| 9 | ETN | Eaton Corporation plc | Stock-Industrials | 1.85% | -0.11% | -2.61% | |
| 10 | RKLB | Rocket Lab CORP | Stock-Industrials | 1.77% | +1.07% | — | |
| 11 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 1.61% | -0.30% | +4.22% | |
| 12 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.53% | -0.08% | -2.65% | |
| 13 | DVY | Ishares Select Dividend ETF | ETF-Other | 1.30% | -0.24% | -4.01% | |
| 14 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.27% | -0.21% | +54.95% | |
| 15 | ANET | Arista Networks Inc | Stock-Tech | 1.24% | +0.15% | +0.85% | |
| 16 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.07% | -0.14% | -6.31% | |
| 17 | TT | Trane Technologies plc | Stock-Industrials | 1.07% | -0.07% | -2.41% | |
| 18 | TIP | Ishares Tips Bond ETF | ETF-Other | 1.03% | -0.18% | -3.08% | |
| 19 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 1.01% | -0.05% | -0.91% | |
| 20 | NOW | Servicenow Inc | Stock-Tech | 0.98% | — | -7.67% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.98% | -0.09% | -0.49% | |
| 22 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.98% | -0.07% | +28.59% | |
| 23 | RTX | Rtx CORP | Stock-Industrials | 0.96% | -0.29% | +6.14% | |
| 24 | MA | Mastercard Inc - A | Stock-Financials | 0.96% | -0.15% | — | |
| 25 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.88% | -0.08% | -8.22% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.85% | -0.16% | -5.85% | |
| 27 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.82% | -0.08% | -4.30% | |
| 28 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 0.81% | -0.15% | -0.17% | |
| 29 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.76% | +0.31% | -8.50% | |
| 30 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.76% | -0.13% | +0.48% | |
| 31 | DFAI | Dimensional International Co | ETF-Other | 0.76% | -0.14% | — | |
| 32 | APP | Applovin Corp-class A | Stock-Tech | 0.74% | -0.07% | — | |
| 33 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 0.71% | -0.14% | -0.43% | |
| 34 | MU | Micron Technology Inc | Stock-Tech | 0.71% | +4.38% | -2.18% | |
| 35 | ASML | ASML Holding N.V. | Stock-Tech | 0.69% | +0.13% | -9.25% | |
| 36 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.68% | -0.07% | +386.47% | |
| 37 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.68% | -0.26% | EXIT | |
| 38 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.66% | -0.05% | -1.67% | |
| 39 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.65% | — | — | |
| 40 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.64% | -0.01% | -3.39% | |
| 41 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.64% | -0.07% | -5.69% | |
| 42 | BA | Boeing Co/the | Stock-Industrials | 0.63% | -0.15% | +21.86% | |
| 43 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.62% | +0.38% | -8.30% | |
| 44 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.57% | +0.40% | +2.74% | |
| 45 | HD | Home Depot Inc | Stock-Consumer Disc | 0.55% | -0.09% | -3.87% | |
| 46 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 0.54% | -0.06% | +0.01% | |
| 47 | CLS | Celestica Inc | Stock-Tech | 0.54% | +0.02% | +14.63% | |
| 48 | CVX | Chevron CORP | Stock-Energy | 0.52% | -0.51% | EXIT | |
| 49 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.52% | — | — | |
| 50 | ABBV | Abbvie Inc | Stock-Healthcare | 0.52% | -0.05% | -4.24% |
According to official SEC Form 13F filings, Darden Wealth Group Inc reported a total U.S. public equity portfolio value of $252.3M across 132 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including NVDA, MSFT, AMZN) accounted for 23.6% of total reported equity market value during Q2 2025.
During Q2 2025, Darden Wealth Group Inc's top holdings by market value included NVDA (17.9%)、MSFT (5.3%)、AMZN (4.4%). The largest single position, NVDA, represented 17.9% of total portfolio value.
In Q2 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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