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CIK: 0002011221
Total reported value
$252.3M
$252.3M
134 檔
27.0%
During the Q3 2025 filing period, Darden Wealth Group Inc (CIK: 0002011221) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $252.3M across 134 reported positions.
In Q3 2025, Darden Wealth Group Inc displayed an active expansion posture, initiating 20 new positions and adding to 16 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 17.88% | -1.99% | -2.26% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.83% | -0.88% | +0.63% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.62% | -0.50% | -2.84% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.53% | -0.20% | -0.59% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.74% | -0.36% | -2.94% | |
| 6 | AVGO | Broadcom Inc | Stock-Tech | 3.50% | -0.19% | +5.50% | |
| 7 | RKLB | Rocket Lab CORP | Stock-Industrials | 2.63% | +1.07% | +28.41% | |
| 8 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 2.08% | -0.39% | +2.41% | |
| 9 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.97% | +1.01% | +8.00% | |
| 10 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.85% | -0.08% | +1.36% | |
| 11 | ETN | Eaton Corporation plc | Stock-Industrials | 1.66% | -0.11% | -1.35% | |
| 12 | ANET | Arista Networks Inc | Stock-Tech | 1.58% | +0.15% | +3.51% | |
| 13 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 1.45% | -0.30% | +1.80% | |
| 14 | APP | Applovin Corp-class A | Stock-Tech | 1.35% | -0.07% | +2.13% | |
| 15 | DVY | Ishares Select Dividend ETF | ETF-Other | 1.16% | -0.24% | -3.42% | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.14% | -0.21% | +4.19% | |
| 17 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.12% | -0.07% | +32.40% | |
| 18 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.00% | -0.14% | +2.65% | |
| 19 | RTX | Rtx CORP | Stock-Industrials | 0.95% | -0.29% | -0.61% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.92% | -0.09% | +0.27% | |
| 21 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.92% | -0.05% | -4.71% | |
| 22 | MU | Micron Technology Inc | Stock-Tech | 0.89% | +4.38% | +7.74% | |
| 23 | TT | Trane Technologies plc | Stock-Industrials | 0.89% | -0.07% | — | |
| 24 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.89% | +0.31% | +34.81% | |
| 25 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.89% | -0.18% | -1.26% | |
| 26 | MA | Mastercard Inc - A | Stock-Financials | 0.89% | -0.15% | +5.01% | |
| 27 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.86% | -0.08% | +3.58% | |
| 28 | CLS | Celestica Inc | Stock-Tech | 0.82% | +0.02% | +11.29% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.81% | -0.16% | +6.66% | |
| 30 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.77% | -0.05% | +25.62% | |
| 31 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.77% | -0.08% | -0.28% | |
| 32 | CLOZ | Eldridge Bbb-b Clo ETF | ETF-Other | 0.75% | — | +188.23% | |
| 33 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 0.69% | -0.15% | -0.87% | |
| 34 | BA | Boeing Co/the | Stock-Industrials | 0.69% | -0.15% | +22.66% | |
| 35 | DFAI | Dimensional International Co | ETF-Other | 0.69% | -0.14% | — | |
| 36 | GLD | Spdr Gold Shares | ETF-Commodities | 0.67% | -0.32% | +94.16% | |
| 37 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.66% | -0.26% | EXIT | |
| 38 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.66% | -0.07% | +6.03% | |
| 39 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.64% | -0.01% | +5.83% | |
| 40 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.64% | -0.13% | -2.66% | |
| 41 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.62% | +0.40% | +8.53% | |
| 42 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 0.62% | -0.14% | +0.26% | |
| 43 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.61% | -0.07% | — | |
| 44 | ASML | ASML Holding N.V. | Stock-Tech | 0.59% | +0.13% | -17.92% | |
| 45 | ABBV | Abbvie Inc | Stock-Healthcare | 0.56% | -0.05% | — | |
| 46 | ORCL | Oracle CORP | Stock-Tech | 0.55% | — | +57.60% | |
| 47 | HD | Home Depot Inc | Stock-Consumer Disc | 0.53% | -0.09% | — | |
| 48 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.47% | -0.06% | -4.67% | |
| 49 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 0.46% | -0.06% | -1.47% | |
| 50 | GEV | GE Vernova Inc | Stock-Industrials | 0.46% | +0.09% | +14.27% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.6% | -2.26% | Trim |
| 2 | AVGO | Broadcom Inc | +1% | +5.50% | Add |
| 3 | CLS | Celestica Inc | +0.5% | +11.29% | Add |
| 4 | VO | Vanguard Mid-cap ETF | +0.5% | +6.03% | Add |
| 5 | GLD | Spdr Gold Shares | +0.4% | +94.16% | Add |
| 6 | ANET | Arista Networks Inc | +0.4% | +3.51% | Add |
| 7 | ORCL | Oracle CORP | +0.3% | +57.60% | Add |
| 8 | META | Meta Platforms Inc-class A | +0.3% | +4.19% | Add |
| 9 | MU | Micron Technology Inc | +0.2% | +7.74% | Add |
| 10 | GEV | GE Vernova Inc | +0.2% | +14.27% | Add |
| 11 | BA | Boeing Co/the | +0.2% | +22.66% | Add |
| 12 | JAAA | Janus Henderson Aaa Clo ETF | +0.1% | +32.40% | Add |
| 13 | TSLA | Tesla Inc | +0.1% | -4.67% | Add |
| 14 | SMH | Vaneck Semiconductor ETF | +0.1% | +8.53% | Add |
| 15 | GOOG | Alphabet Inc-cl C | +0.1% | +1.36% | Trim |
| 16 | PANW | Palo Alto Networks Inc | 0% | +34.81% | Add |
| 17 | VTI | Vanguard Total Stock Mkt ETF | 0% | +25.62% | Add |
| 18 | GOOGL | Alphabet Inc-cl A | -0.1% | -0.59% | Trim |
| 19 | RTX | Rtx CORP | -0.1% | -0.61% | Add |
| 20 | CRWD | Crowdstrike Holdings Inc - A | -0.2% | +8.00% | Trim |
| 21 | ETN | Eaton Corporation plc | -0.2% | -1.35% | Trim |
| 22 | MSFT | Microsoft CORP | -0.4% | +0.63% | Trim |
| 23 | LLY | Eli Lilly & Co | -0.5% | -22.64% | Trim |
| 24 | CVX | Chevron CORP | -0.7% | -9.24% | Trim |
| 25 | AMZN | Amazon.com Inc | -1.4% | -2.94% | Trim |
| 26 | RKLB | Rocket Lab CORP | — | NEW | New buy |
| 27 | APP | Applovin Corp-class A | — | NEW | New buy |
| 28 | CLOZ | Eldridge Bbb-b Clo ETF | — | NEW | New buy |
| 29 | NOW | Servicenow Inc | — | EXIT | Sold out |
| 30 | DFAI | Dimensional International Co | — | NEW | New buy |
| 31 | IEFA | Ishares Core Msci Eafe ETF | — | NEW | New buy |
| 32 | RKLB | Rocket Lab Corporation | — | EXIT | Sold out |
| 33 | PLTR | Palantir Technologies Inc-a | — | NEW | New buy |
| 34 | GDX | Vaneck Gold Miners ETF | — | NEW | New buy |
| 35 | VEA | Vanguard Ftse Developed ETF | — | NEW | New buy |
| 36 | VOO | Vanguard S&p 500 ETF | — | NEW | New buy |
| 37 | AMD | Advanced Micro Devices | — | NEW | New buy |
| 38 | OKLO | Oklo Inc | — | NEW | New buy |
| 39 | RBRK | Rubrik Inc-a | — | NEW | New buy |
| 40 | NEE | Nextera Energy Inc | — | NEW | New buy |
| 41 | DGRO | Ishares Core Dividend Growth | — | NEW | New buy |
| 42 | PPLT | Abrdn Physical Platinum Shrs | — | NEW | New buy |
| 43 | NEE 6.926 09-01-25Bond | Nextera Energy Inc | — | EXIT | Sold out |
| 44 | UNH | Unitedhealth Group Inc | — | EXIT | Sold out |
| 45 | MELI | Mercadolibre Inc | — | NEW | New buy |
| 46 | BILS | Ss Spdrb B 3-12m T-bill ETF | — | NEW | New buy |
| 47 | MCD | Mcdonald's CORP | — | EXIT | Sold out |
| 48 | AMGN | Amgen Inc | — | NEW | New buy |
| 49 | AMAT | Applied Materials Inc | — | NEW | New buy |
| 50 | VB | Vanguard Small-cap ETF | — | NEW | New buy |
According to official SEC Form 13F filings, Darden Wealth Group Inc reported a total U.S. public equity portfolio value of $252.3M across 134 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, MSFT, AAPL) accounted for 27.0% of total reported equity market value during Q3 2025.
Top New Position Initiated
RKLB
市值: $5.0M
Top Position Liquidated / Trimmed
NOW
前期市值: $1.4M
During Q3 2025, Darden Wealth Group Inc's top holdings by market value included NVDA (17.9%)、MSFT (4.8%)、AAPL (4.6%). The largest single position, NVDA, represented 17.9% of total portfolio value.
In Q3 2025, Darden Wealth Group Inc made 50 total portfolio adjustments, initiating 20 new buys, adding to 16 positions, trimming 9 holdings, and fully liquidating 5 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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