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CIK: 0002011221
Total reported value
$252.3M
$252.3M
150 檔
25.2%
In Q1 2026, Darden Wealth Group Inc's U.S. equity holdings reached a combined market value of $252.3M, distributed across 150 disclosed stock positions.
Darden Wealth Group Inc executed strategic sector rebalancing during Q1 2026, establishing 20 new positions while fully exiting 18 holdings and trimming 57 positions.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, GOOGL, AAPL) accounted for 25.2% of total reported equity market value during Q1 2026.
Top New Position Initiated
AGX
市值: $789.7K
Top Position Liquidated / Trimmed
RBRK
前期市值: $642.0K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 15.54% | -1.99% | -2.93% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.18% | -0.20% | -0.66% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.36% | -0.50% | -3.29% | |
| 4 | RKLB | Rocket Lab CORP | Stock-Industrials | 3.78% | +1.07% | +7.92% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.55% | -0.36% | +0.06% | |
| 6 | AVGO | Broadcom Inc | Stock-Tech | 3.40% | -0.19% | -3.00% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 3.38% | -0.88% | -3.40% | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.14% | -0.08% | -1.57% | |
| 9 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 2.03% | -0.39% | -1.99% | |
| 10 | MU | Micron Technology Inc | Stock-Tech | 1.97% | +4.38% | +10.24% | |
| 11 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.90% | +1.01% | +6.03% | |
| 12 | ANET | Arista Networks Inc | Stock-Tech | 1.42% | +0.15% | +0.23% | |
| 13 | ETN | Eaton Corporation plc | Stock-Industrials | 1.41% | -0.11% | -3.34% | |
| 14 | CLS | Celestica Inc | Stock-Tech | 1.40% | +0.02% | +29.22% | |
| 15 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 1.37% | -0.30% | -0.42% | |
| 16 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.23% | -0.07% | +2.44% | |
| 17 | RTX | Rtx CORP | Stock-Industrials | 1.21% | -0.29% | +1.06% | |
| 18 | DVY | Ishares Select Dividend ETF | ETF-Other | 1.08% | -0.24% | -0.71% | |
| 19 | GLD | Spdr Gold Shares | ETF-Commodities | 1.06% | -0.32% | +17.00% | |
| 20 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.97% | -0.14% | -0.17% | |
| 21 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.91% | -0.07% | +45.63% | |
| 22 | APP | Applovin Corp-class A | Stock-Tech | 0.90% | -0.07% | +18.66% | |
| 23 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.89% | +0.40% | +3.86% | |
| 24 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.88% | -0.08% | +25.16% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.86% | -0.09% | -0.95% | |
| 26 | TT | Trane Technologies plc | Stock-Industrials | 0.86% | -0.07% | -0.37% | |
| 27 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.82% | -0.08% | -1.06% | |
| 28 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.80% | -0.05% | -2.02% | |
| 29 | GEV | GE Vernova Inc | Stock-Industrials | 0.80% | +0.09% | -2.69% | |
| 30 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.80% | -0.18% | -4.55% | |
| 31 | ASML | ASML Holding N.V. | Stock-Tech | 0.79% | +0.13% | — | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.77% | -0.16% | -0.88% | |
| 33 | MA | Mastercard Inc - A | Stock-Financials | 0.72% | -0.15% | -4.60% | |
| 34 | BA | Boeing Co/the | Stock-Industrials | 0.70% | -0.15% | -1.77% | |
| 35 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 0.65% | -0.15% | -1.37% | |
| 36 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.63% | -0.05% | -14.62% | |
| 37 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.61% | -0.13% | -1.74% | |
| 38 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 0.61% | -0.14% | -0.95% | |
| 39 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.59% | -0.01% | -1.72% | |
| 40 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.54% | +0.38% | +3.02% | |
| 41 | XLE | Ss Energy Select Sector | ETF-Other | 0.54% | -0.54% | EXIT | |
| 42 | ABBV | Abbvie Inc | Stock-Healthcare | 0.53% | -0.05% | — | |
| 43 | DFAI | Dimensional International Co | ETF-Other | 0.52% | -0.14% | -11.80% | |
| 44 | CVX | Chevron CORP | Stock-Energy | 0.51% | -0.51% | EXIT | |
| 45 | PWR | Quanta Services Inc | Stock-Industrials | 0.50% | +0.06% | +5.88% | |
| 46 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.48% | -0.21% | -41.62% | |
| 47 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.48% | -0.07% | -23.41% | |
| 48 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.47% | -0.07% | +106.31% | |
| 49 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.46% | +0.31% | -30.92% | |
| 50 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 0.42% | +0.04% | -0.27% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MU | Micron Technology Inc | +0.5% | +10.24% | Add |
| 2 | IEMG | Ishares Core Msci Emerging | +0.3% | +45.63% | Add |
| 3 | CLS | Celestica Inc | +0.3% | +29.22% | Add |
| 4 | GLD | Spdr Gold Shares | +0.3% | +17.00% | Add |
| 5 | VWO | Vanguard Ftse Emerging Marke | +0.3% | +106.31% | Add |
| 6 | AVUV | Avantis US Small Cap Value | +0.2% | +112.90% | Add |
| 7 | GEV | GE Vernova Inc | +0.2% | -2.69% | Trim |
| 8 | ASML | ASML Holding N.V. | +0.2% | — | Unchanged |
| 9 | XLE | Ss Energy Select Sector | +0.2% | +0.82% | Add |
| 10 | ETN | Eaton Corporation plc | +0.2% | -3.34% | Trim |
| 11 | VB | Vanguard Small-cap ETF | +0.2% | +72.85% | Add |
| 12 | CVX | Chevron CORP | +0.2% | +0.42% | Add |
| 13 | RKLB | Rocket Lab CORP | +0.2% | +7.92% | Add |
| 14 | PWR | Quanta Services Inc | +0.2% | +5.88% | Add |
| 15 | JPM | Jpmorgan Chase & Co | +0.2% | +25.16% | Add |
| 16 | ITA | Ishares U.s. Aerospace & Def | +0.1% | +42.11% | Add |
| 17 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +49.11% | Add |
| 18 | SMH | Vaneck Semiconductor ETF | +0.1% | +3.86% | Add |
| 19 | RTX | Rtx CORP | +0.1% | +1.06% | Add |
| 20 | DVY | Ishares Select Dividend ETF | +0.1% | -0.71% | Trim |
| 21 | LRCX | Lam Research CORP | +0.1% | +2.74% | Add |
| 22 | TT | Trane Technologies plc | +0.1% | -0.37% | Trim |
| 23 | AMAT | Applied Materials Inc | +0.1% | — | Unchanged |
| 24 | FIX | Comfort Systems USA Inc | +0.1% | +22.73% | Add |
| 25 | XOM | Exxon Mobil CORP | +0.1% | +23.88% | Add |
| 26 | JAAA | Janus Henderson Aaa Clo ETF | +0.1% | +2.44% | Add |
| 27 | COST | Costco Wholesale CORP | +0.1% | -0.12% | Trim |
| 28 | NEE | Nextera Energy Inc | +0.1% | — | Unchanged |
| 29 | EWZ | Ishares Msci Brazil ETF | +0.1% | +26.98% | Add |
| 30 | BNDX | Vanguard Total Intl Bond ETF | +0.1% | +14.43% | Add |
| 31 | WMT | Walmart Inc | +0.1% | — | Unchanged |
| 32 | FLOT | Ishares Floating Rate Bond E | +0.1% | -1.99% | Trim |
| 33 | IJH | Ishares Core S&p Midcap ETF | +0.1% | -0.17% | Trim |
| 34 | IESC | Ies Holdings Inc | +0.1% | +18.27% | Add |
| 35 | SLV | Ishares Silver Trust | +0.1% | +13.24% | Add |
| 36 | JEPQ | JPM Nasdaq Equity Premium | +0.1% | +22.81% | Add |
| 37 | GILD | Gilead Sciences Inc | +0.1% | — | Unchanged |
| 38 | IJR | Ishares Core S&p Small-cap E | +0.1% | -1.06% | Trim |
| 39 | LMT | Lockheed Martin CORP | 0% | — | Unchanged |
| 40 | LIN | Linde plc | 0% | — | Unchanged |
| 41 | CAT | Caterpillar Inc | 0% | — | Unchanged |
| 42 | JNJ | Johnson & Johnson | 0% | -4.26% | Trim |
| 43 | BWXT | Bwx Technologies Inc | 0% | — | Unchanged |
| 44 | SCHD | Schwab US Dvd Equity ETF | 0% | +0.01% | Add |
| 45 | AIRR | First Trust Rba American Ind | 0% | -2.13% | Trim |
| 46 | FPE | Ft-preferred Secur & Inc ETF | 0% | -0.42% | Trim |
| 47 | NOC | Northrop Grumman CORP | 0% | — | Unchanged |
| 48 | AMGN | Amgen Inc | 0% | — | Unchanged |
| 49 | BILS | Ss Spdrb B 3-12m T-bill ETF | 0% | +6.09% | Add |
| 50 | VLUE | Ishares Msci USA Value Facto | 0% | -0.27% | Trim |
According to official SEC Form 13F filings, Darden Wealth Group Inc reported a total U.S. public equity portfolio value of $252.3M across 150 disclosed positions in Q1 2026.
During Q1 2026, Darden Wealth Group Inc's top holdings by market value included NVDA (15.5%)、GOOGL (5.2%)、AAPL (4.4%). The largest single position, NVDA, represented 15.5% of total portfolio value.
In Q1 2026, Darden Wealth Group Inc made 135 total portfolio adjustments, initiating 20 new buys, adding to 40 positions, trimming 57 holdings, and fully liquidating 18 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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