13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002011221
Total reported value
$252.3M
$252.3M
148 檔
28.1%
The Q4 2025 SEC filing reveals that Darden Wealth Group Inc held a total portfolio value of $252.3M, covering 148 public equity positions.
In Q4 2025, Darden Wealth Group Inc displayed an active expansion posture, initiating 18 new positions and adding to 20 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 16.30% | -1.99% | -1.75% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.41% | -0.20% | -0.13% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.60% | -0.50% | +0.41% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 4.35% | -0.88% | +3.90% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.75% | -0.36% | +2.74% | |
| 6 | AVGO | Broadcom Inc | Stock-Tech | 3.73% | -0.19% | +9.31% | |
| 7 | RKLB | Rocket Lab CORP | Stock-Industrials | 3.62% | +1.07% | +1.82% | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.26% | -0.08% | +2.49% | |
| 9 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 2.05% | +1.01% | +17.64% | |
| 10 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 1.97% | -0.39% | +2.48% | |
| 11 | MU | Micron Technology Inc | Stock-Tech | 1.44% | +4.38% | +1.45% | |
| 12 | ANET | Arista Networks Inc | Stock-Tech | 1.44% | +0.15% | +8.69% | |
| 13 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 1.34% | -0.30% | -0.54% | |
| 14 | ETN | Eaton Corporation plc | Stock-Industrials | 1.24% | -0.11% | -5.39% | |
| 15 | APP | Applovin Corp-class A | Stock-Tech | 1.22% | -0.07% | +3.22% | |
| 16 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.15% | -0.07% | +10.98% | |
| 17 | RTX | Rtx CORP | Stock-Industrials | 1.09% | -0.29% | +12.40% | |
| 18 | CLS | Celestica Inc | Stock-Tech | 1.08% | +0.02% | +19.16% | |
| 19 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.96% | -0.24% | -10.27% | |
| 20 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.91% | -0.21% | -4.93% | |
| 21 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.91% | -0.14% | -3.79% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.87% | -0.09% | -0.23% | |
| 23 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.85% | -0.05% | -2.48% | |
| 24 | MA | Mastercard Inc - A | Stock-Financials | 0.82% | -0.15% | — | |
| 25 | CLOZ | Eldridge Bbb-b Clo ETF | ETF-Other | 0.81% | — | +18.08% | |
| 26 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.79% | -0.18% | -2.37% | |
| 27 | GLD | Spdr Gold Shares | ETF-Commodities | 0.79% | -0.32% | +13.74% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.78% | -0.16% | +2.94% | |
| 29 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.77% | +0.40% | +20.26% | |
| 30 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.77% | -0.08% | -5.05% | |
| 31 | TT | Trane Technologies plc | Stock-Industrials | 0.76% | -0.07% | — | |
| 32 | BA | Boeing Co/the | Stock-Industrials | 0.74% | -0.15% | +14.95% | |
| 33 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.73% | -0.05% | — | |
| 34 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.73% | -0.08% | +0.28% | |
| 35 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.73% | +0.31% | -2.34% | |
| 36 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.66% | -0.06% | +47.59% | |
| 37 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 0.63% | -0.15% | -1.78% | |
| 38 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.61% | -0.01% | -0.54% | |
| 39 | ASML | ASML Holding N.V. | Stock-Tech | 0.61% | +0.13% | — | |
| 40 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.60% | -0.07% | — | |
| 41 | GEV | GE Vernova Inc | Stock-Industrials | 0.59% | +0.09% | +28.80% | |
| 42 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.59% | -0.13% | -1.01% | |
| 43 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.59% | +0.38% | +9.76% | |
| 44 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 0.58% | -0.14% | +1.39% | |
| 45 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.57% | -0.07% | -1.02% | |
| 46 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.57% | -0.26% | EXIT | |
| 47 | DFAI | Dimensional International Co | ETF-Other | 0.55% | -0.14% | -18.20% | |
| 48 | ABBV | Abbvie Inc | Stock-Healthcare | 0.53% | -0.05% | +3.20% | |
| 49 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.44% | -0.06% | -0.98% | |
| 50 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.42% | -0.28% | +4.90% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | RKLB | Rocket Lab CORP | +1% | +1.82% | Add |
| 2 | GOOGL | Alphabet Inc-cl A | +0.9% | -0.13% | Trim |
| 3 | MU | Micron Technology Inc | +0.6% | +1.45% | Add |
| 4 | GOOG | Alphabet Inc-cl C | +0.4% | +2.49% | Add |
| 5 | CLS | Celestica Inc | +0.3% | +19.16% | Add |
| 6 | AVGO | Broadcom Inc | +0.2% | +9.31% | Add |
| 7 | GDX | Vaneck Gold Miners ETF | +0.2% | +47.59% | Add |
| 8 | SYM | Symbotic Inc | +0.2% | +119.11% | Add |
| 9 | LLY | Eli Lilly & Co | +0.2% | +9.76% | Add |
| 10 | SMH | Vaneck Semiconductor ETF | +0.2% | +20.26% | Add |
| 11 | RTX | Rtx CORP | +0.1% | +12.40% | Add |
| 12 | GEV | GE Vernova Inc | +0.1% | +28.80% | Add |
| 13 | GLD | Spdr Gold Shares | +0.1% | +13.74% | Add |
| 14 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +17.64% | Add |
| 15 | CLOZ | Eldridge Bbb-b Clo ETF | +0.1% | +18.08% | Add |
| 16 | BA | Boeing Co/the | +0.1% | +14.95% | Add |
| 17 | JAAA | Janus Henderson Aaa Clo ETF | 0% | +10.98% | Add |
| 18 | AMZN | Amazon.com Inc | 0% | +2.74% | Add |
| 19 | AAPL | Apple Inc | 0% | +0.41% | Add |
| 20 | MELI | Mercadolibre Inc | -0.1% | -33.33% | Trim |
| 21 | OKLO | Oklo Inc | -0.1% | +6.55% | Add |
| 22 | PANW | Palo Alto Networks Inc | -0.2% | -2.34% | Trim |
| 23 | DVY | Ishares Select Dividend ETF | -0.2% | -10.27% | Trim |
| 24 | META | Meta Platforms Inc-class A | -0.2% | -4.93% | Trim |
| 25 | ORCL | Oracle CORP | -0.3% | -18.80% | Trim |
| 26 | ETN | Eaton Corporation plc | -0.4% | -5.39% | Trim |
| 27 | MSFT | Microsoft CORP | -0.5% | +3.90% | Add |
| 28 | NVDA | Nvidia CORP | -1.6% | -1.75% | Trim |
| 29 | USRT | Ishares Core US Reit ETF | — | NEW | New buy |
| 30 | PPLT | Abrdn Physical Platinum Shrs | — | EXIT | Sold out |
| 31 | JEPQ | JPM Nasdaq Equity Premium | — | NEW | New buy |
| 32 | SLV | Ishares Silver Trust | — | NEW | New buy |
| 33 | EPAM | Epam Systems Inc | — | NEW | New buy |
| 34 | KTOS | Kratos Defense & Security | — | NEW | New buy |
| 35 | INOD | Innodata Inc | — | NEW | New buy |
| 36 | ALAB | Astera Labs Inc | — | NEW | New buy |
| 37 | IREN | IREN Limited | — | NEW | New buy |
| 38 | CRWV | Coreweave Inc-cl A | — | EXIT | Sold out |
| 39 | GNRC | Generac Holdings Inc | — | NEW | New buy |
| 40 | IBIT | Ishares Bitcoin Trust ETF | — | EXIT | Sold out |
| 41 | DKNG | Draftkings Inc-cl A | — | EXIT | Sold out |
| 42 | ISRG | Intuitive Surgical Inc | — | NEW | New buy |
| 43 | CEG | Constellation Energy | — | NEW | New buy |
| 44 | SOXX | Ishares Semiconductor ETF | — | NEW | New buy |
| 45 | FIX | Comfort Systems USA Inc | — | NEW | New buy |
| 46 | QCOM | Qualcomm Inc | — | NEW | New buy |
| 47 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 48 | TOST | Toast Inc-class A | — | NEW | New buy |
| 49 | JUST | Goldman Sachs Just US Lrg | — | NEW | New buy |
| 50 | EWZ | Ishares Msci Brazil 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 148 disclosed positions in Q4 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, GOOGL, AAPL) accounted for 28.1% of total reported equity market value during Q4 2025.
Top New Position Initiated
USRT
市值: $643.6K
Top Position Liquidated / Trimmed
PPLT
前期市值: $623.0K
During Q4 2025, Darden Wealth Group Inc's top holdings by market value included NVDA (16.3%)、GOOGL (5.4%)、AAPL (4.6%). The largest single position, NVDA, represented 16.3% of total portfolio value.
In Q4 2025, Darden Wealth Group Inc made 50 total portfolio adjustments, initiating 18 new buys, adding to 20 positions, trimming 8 holdings, and fully liquidating 4 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.