Darden Wealth Group Inc
Net buyer this quarter
$252M
93
+$6.96M
47.5%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 NVDA | $34.2M | 13.55% | 0.00% | -2.3% | Q4 2023 |
 MU | $16M | 6.35% | 0.00% | +21.4% | Q4 2023 |
 GOOGL | $12.6M | 4.98% | 0.00% | -0.7% | Q4 2023 |
 RKLB | $12.2M | 4.85% | 0.02% | +4.3% | Q4 2024 |
 AAPL | $9.75M | 3.86% | 0.00% | -0.1% | Q4 2023 |
 AVGO | $8.09M | 3.21% | 0.00% | -0.6% | Q4 2023 |
 AMZN | $8.06M | 3.19% | 0.00% | +0.9% | Q4 2023 |
 CRWD | $7.35M | 2.91% | 0.00% | +0.7% | Q4 2023 |
 MSFT | $6.31M | 2.50% | 0.00% | -5.5% | Q4 2023 |
| GOOG | $5.2M | 2.06% | Not reported | +0.5% | Q4 2023 |
 ANET | $3.95M | 1.57% | 0.00% | +2.8% | Q4 2023 |
 CLS | $3.58M | 1.42% | 0.01% | +0.5% | Q4 2024 |
 ETN | $3.27M | 1.30% | 0.00% | -0.9% | Q4 2023 |
 SMH | $3.25M | 1.29% | Not reported | +8.2% | Q4 2023 |
 ASML | $2.32M | 0.92% | 0.00% | +0.1% | Q4 2023 |
 RTX | $2.32M | 0.92% | 0.00% | -0.9% | Q4 2023 |
 LLY | $2.32M | 0.92% | 0.00% | +66.7% | Q4 2023 |
 GEV | $2.25M | 0.89% | 0.00% | +6.2% | Q2 2024 |
 APP | $2.09M | 0.83% | 0.00% | -8.0% | Q2 2025 |
 MRVL | $2.07M | 0.82% | 0.00% | +27.2% | Q4 2024 |
 JPM | $2.02M | 0.80% | 0.00% | +5.8% | Q4 2023 |
 AMD | $2.01M | 0.80% | 0.00% | +11.8% | Q4 2023 |
 TT | $2M | 0.79% | 0.00% | +1.0% | Q4 2023 |
 PANW | $1.94M | 0.77% | 0.00% | +1.1% | Q4 2023 |
 SPY | $1.94M | 0.77% | Not reported | -0.2% | Q4 2023 |
| GLD | $1.86M | 0.74% | 0.00% | +4.6% | Q4 2023 |
 BRK.B | $1.53M | 0.61% | Not reported | -2.9% | Q4 2023 |
 LRCX | $1.53M | 0.61% | 0.00% | -0.9% | Q1 2024 |
 QQQ | $1.47M | 0.58% | Not reported | -0.3% | Q4 2023 |
 MA | $1.43M | 0.57% | 0.00% | -1.7% | Q4 2023 |
 ALAB | $1.43M | 0.57% | 0.00% | +6.5% | Q4 2025 |
 AMAT | $1.42M | 0.56% | 0.00% | Not reported | Q1 2024 |
 PWR | $1.4M | 0.56% | 0.00% | +8.2% | Q2 2024 |
 BA | $1.4M | 0.55% | 0.00% | -6.9% | Q4 2023 |
 ARM | $1.39M | 0.55% | 0.00% | New | Q2 2026 |
 ABBV | $1.2M | 0.48% | 0.00% | +0.2% | Q4 2023 |
 AGX | $1.2M | 0.47% | 0.01% | +3.5% | Q1 2026 |
 VLUE | $1.16M | 0.46% | Not reported | -0.7% | Q4 2023 |
 TSM | $1.04M | 0.41% | 0.00% | +30.5% | Q3 2025 |
 SNDK | $1.01M | 0.40% | 0.00% | New | Q2 2026 |
 TSLA | $859K | 0.34% | 0.00% | -3.8% | Q4 2023 |
 HD | $843K | 0.33% | 0.00% | -3.7% | Q4 2023 |
 CAT | $758K | 0.30% | 0.00% | +39.4% | Q2 2025 |
| USRT | $718K | 0.28% | Not reported | -4.4% | Q4 2025 |
 COST | $713K | 0.28% | 0.00% | -8.2% | Q4 2023 |
 NEE | $712K | 0.28% | 0.00% | -2.5% | Q3 2025 |
 SITM | $711K | 0.28% | 0.00% | +8.3% | Q3 2025 |
 NBIS | $709K | 0.28% | 0.00% | +6.3% | Q3 2025 |
 DDOG | $703K | 0.28% | 0.00% | +12.5% | Q1 2026 |
 IREN | $677K | 0.27% | 0.00% | +85.1% | Q4 2025 |
| Q1 2026 | |||||
| NVDA | $30.5M | 15.54% | 0.00% | -2.9% | Q4 2023 |
| GOOGL | $10.2M | 5.18% | 0.00% | -0.7% | Q4 2023 |
| AAPL | $8.56M | 4.36% | 0.00% | -3.3% | Q4 2023 |
| RKLB | $7.42M | 3.78% | 0.02% | +7.9% | Q4 2024 |
| AMZN | $6.97M | 3.55% | 0.00% | +0.1% | Q4 2023 |
| AVGO | $6.67M | 3.40% | 0.00% | -3.0% | Q4 2023 |
| MSFT | $6.63M | 3.38% | 0.00% | -3.4% | Q4 2023 |
| GOOG | $4.2M | 2.14% | Not reported | -1.6% | Q4 2023 |
| MU | $3.86M | 1.97% | 0.00% | +10.2% | Q4 2023 |
| CRWD | $3.74M | 1.90% | 0.00% | +6.0% | Q4 2023 |
| ANET | $2.78M | 1.42% | 0.00% | +0.2% | Q4 2023 |
| ETN | $2.77M | 1.41% | 0.00% | -3.3% | Q4 2023 |
| CLS | $2.75M | 1.40% | 0.01% | +29.2% | Q4 2024 |
| RTX | $2.38M | 1.21% | 0.00% | +1.1% | Q4 2023 |
| GLD | $2.08M | 1.06% | 0.00% | +17.0% | Q4 2023 |
| APP | $1.76M | 0.90% | 0.00% | +18.7% | Q2 2025 |
| SMH | $1.75M | 0.89% | Not reported | +3.9% | Q4 2023 |
| JPM | $1.72M | 0.88% | 0.00% | +25.2% | Q4 2023 |
| SPY | $1.69M | 0.86% | Not reported | -1.0% | Q4 2023 |
| TT | $1.68M | 0.86% | 0.00% | -0.4% | Q4 2023 |
| GEV | $1.58M | 0.80% | 0.00% | -2.7% | Q2 2024 |
| ASML | $1.54M | 0.79% | 0.00% | Not reported | Q4 2023 |
| BRK.B | $1.51M | 0.77% | Not reported | -0.9% | Q4 2023 |
| MA | $1.42M | 0.72% | 0.00% | -4.6% | Q4 2023 |
| BA | $1.38M | 0.70% | 0.00% | -1.8% | Q4 2023 |
| QQQ | $1.16M | 0.59% | Not reported | -1.7% | Q4 2023 |
| LLY | $1.07M | 0.54% | 0.00% | +3.0% | Q4 2023 |
| ABBV | $1.04M | 0.53% | 0.00% | Not reported | Q4 2023 |
 CVX | $995K | 0.51% | 0.00% | +0.4% | Q4 2023 |
| PWR | $988K | 0.50% | 0.00% | +5.9% | Q2 2024 |
 META | $947K | 0.48% | Not reported | -41.6% | Q1 2024 |
| PANW | $903K | 0.46% | 0.00% | -30.9% | Q4 2023 |
| VLUE | $832K | 0.42% | Not reported | -0.3% | Q4 2023 |
| COST | $827K | 0.42% | 0.00% | -0.1% | Q4 2023 |
| HD | $816K | 0.42% | 0.00% | Not reported | Q4 2023 |
| AGX | $790K | 0.40% | 0.01% | New | Q1 2026 |
| TSLA | $789K | 0.40% | 0.00% | +4.9% | Q4 2023 |
| NEE | $772K | 0.39% | 0.00% | Not reported | Q3 2025 |
| LRCX | $762K | 0.39% | 0.00% | +2.7% | Q1 2024 |
 PLTR | $751K | 0.38% | 0.00% | +4.2% | Q2 2025 |
 WMT | $720K | 0.37% | 0.00% | Not reported | Q1 2024 |
 SYM | $687K | 0.35% | 0.00% | -4.2% | Q3 2025 |
| AMAT | $673K | 0.34% | 0.00% | Not reported | Q1 2024 |
| USRT | $669K | 0.34% | Not reported | Not reported | Q4 2025 |
 GILD | $633K | 0.32% | 0.00% | Not reported | Q4 2023 |
| AMD | $628K | 0.32% | 0.00% | -23.8% | Q4 2023 |
| TSM | $565K | 0.29% | 0.00% | +49.1% | Q3 2025 |
 FTAI | $556K | 0.28% | 0.00% | New | Q1 2026 |
 FITB | $551K | 0.28% | 0.00% | New | Q1 2026 |
 JNJ | $549K | 0.28% | 0.00% | -4.3% | Q4 2023 |
| Q4 2025 | |||||
| NVDA | $33.6M | 16.30% | 0.00% | -1.8% | Q4 2023 |
| GOOGL | $11.1M | 5.41% | 0.00% | -0.1% | Q4 2023 |
| AAPL | $9.48M | 4.60% | 0.00% | +0.4% | Q4 2023 |
| MSFT | $8.96M | 4.35% | 0.00% | +3.9% | Q4 2023 |
| AMZN | $7.72M | 3.75% | 0.00% | +2.7% | Q4 2023 |
| AVGO | $7.69M | 3.73% | 0.00% | +9.3% | Q4 2023 |
| RKLB | $7.47M | 3.62% | 0.02% | +1.8% | Q4 2024 |
| GOOG | $4.67M | 2.26% | Not reported | +2.5% | Q4 2023 |
| CRWD | $4.23M | 2.05% | 0.00% | +17.6% | Q4 2023 |
| MU | $2.96M | 1.44% | 0.00% | +1.5% | Q4 2023 |
| ANET | $2.96M | 1.44% | 0.00% | +8.7% | Q4 2023 |
| ETN | $2.55M | 1.24% | 0.00% | -5.4% | Q4 2023 |
| APP | $2.51M | 1.22% | 0.00% | +3.2% | Q2 2025 |
| RTX | $2.24M | 1.09% | 0.00% | +12.4% | Q4 2023 |
| CLS | $2.24M | 1.08% | 0.01% | +19.2% | Q4 2024 |
| META | $1.87M | 0.91% | Not reported | -4.9% | Q1 2024 |
| SPY | $1.79M | 0.87% | Not reported | -0.2% | Q4 2023 |
| MA | $1.7M | 0.82% | 0.00% | Not reported | Q4 2023 |
| GLD | $1.63M | 0.79% | 0.00% | +13.7% | Q4 2023 |
| BRK.B | $1.6M | 0.78% | Not reported | +2.9% | Q4 2023 |
| SMH | $1.59M | 0.77% | Not reported | +20.3% | Q4 2023 |
| TT | $1.57M | 0.76% | 0.00% | Not reported | Q4 2023 |
| BA | $1.53M | 0.74% | 0.00% | +15.0% | Q4 2023 |
| JPM | $1.51M | 0.73% | 0.00% | +0.3% | Q4 2023 |
| PANW | $1.5M | 0.73% | 0.00% | -2.3% | Q4 2023 |
| QQQ | $1.25M | 0.61% | Not reported | -0.5% | Q4 2023 |
| ASML | $1.25M | 0.61% | 0.00% | Not reported | Q4 2023 |
| GEV | $1.21M | 0.59% | 0.00% | +28.8% | Q2 2024 |
| LLY | $1.21M | 0.59% | 0.00% | +9.8% | Q4 2023 |
| ABBV | $1.09M | 0.53% | 0.00% | +3.2% | Q4 2023 |
| TSLA | $910K | 0.44% | 0.00% | -1.0% | Q4 2023 |
| PLTR | $876K | 0.42% | 0.00% | +4.9% | Q2 2025 |
| AMD | $868K | 0.42% | 0.00% | -5.0% | Q4 2023 |
| HD | $854K | 0.41% | 0.00% | Not reported | Q4 2023 |
| VLUE | $802K | 0.39% | Not reported | -0.4% | Q4 2023 |
| SYM | $802K | 0.39% | 0.00% | +119.1% | Q3 2025 |
| CVX | $730K | 0.35% | 0.00% | -13.1% | Q4 2023 |
| PWR | $718K | 0.35% | 0.00% | +18.1% | Q2 2024 |
| COST | $717K | 0.35% | 0.00% | -8.3% | Q4 2023 |
| NEE | $668K | 0.32% | 0.00% | -1.6% | Q3 2025 |
| WMT | $646K | 0.31% | 0.00% | +3.8% | Q1 2024 |
| USRT | $644K | 0.31% | Not reported | New | Q4 2025 |
 RBRK | $642K | 0.31% | Not reported | +1.3% | Q2 2025 |
 V | $617K | 0.30% | 0.00% | +7.7% | Q4 2023 |
| LRCX | $594K | 0.29% | 0.00% | -1.4% | Q1 2024 |
 ORCL | $594K | 0.29% | 0.00% | -18.8% | Q4 2023 |
 GE | $579K | 0.28% | 0.00% | +6.8% | Q1 2024 |
| GILD | $557K | 0.27% | 0.00% | -2.2% | Q4 2023 |
| AMAT | $506K | 0.25% | 0.00% | Not reported | Q1 2024 |
 AMGN | $492K | 0.24% | 0.00% | Not reported | Q3 2025 |
| Q3 2025 | |||||
| NVDA | $34.2M | 17.88% | 0.00% | -2.3% | Q4 2023 |
| MSFT | $9.24M | 4.83% | 0.00% | +0.6% | Q4 2023 |
| AAPL | $8.84M | 4.62% | 0.00% | -2.8% | Q4 2023 |
| GOOGL | $8.67M | 4.53% | 0.00% | -0.6% | Q4 2023 |
| AMZN | $7.15M | 3.74% | 0.00% | -2.9% | Q4 2023 |
| AVGO | $6.7M | 3.50% | 0.00% | +5.5% | Q4 2023 |
| RKLB | $5.04M | 2.63% | 0.02% | +28.4% | Q4 2024 |
| CRWD | $3.76M | 1.97% | 0.00% | +8.0% | Q4 2023 |
| GOOG | $3.53M | 1.85% | Not reported | +1.4% | Q4 2023 |
| ETN | $3.17M | 1.66% | 0.00% | -1.4% | Q4 2023 |
| ANET | $3.03M | 1.58% | 0.00% | +3.5% | Q4 2023 |
| APP | $2.59M | 1.35% | 0.00% | +2.1% | Q2 2025 |
| META | $2.19M | 1.14% | Not reported | +4.2% | Q1 2024 |
| RTX | $1.82M | 0.95% | 0.00% | -0.6% | Q4 2023 |
| SPY | $1.75M | 0.92% | Not reported | +0.3% | Q4 2023 |
| MU | $1.71M | 0.89% | 0.00% | +7.7% | Q4 2023 |
| TT | $1.71M | 0.89% | 0.00% | Not reported | Q4 2023 |
| PANW | $1.7M | 0.89% | 0.00% | +34.8% | Q4 2023 |
| MA | $1.69M | 0.89% | 0.00% | +5.0% | Q4 2023 |
| CLS | $1.56M | 0.82% | 0.01% | +11.3% | Q4 2024 |
| BRK.B | $1.55M | 0.81% | Not reported | +6.7% | Q4 2023 |
| JPM | $1.47M | 0.77% | 0.00% | -0.3% | Q4 2023 |
| BA | $1.32M | 0.69% | 0.00% | +22.7% | Q4 2023 |
| GLD | $1.29M | 0.67% | 0.00% | +94.2% | Q4 2023 |
| QQQ | $1.23M | 0.64% | Not reported | +5.8% | Q4 2023 |
| SMH | $1.2M | 0.62% | Not reported | +8.5% | Q4 2023 |
| ASML | $1.13M | 0.59% | 0.00% | -17.9% | Q4 2023 |
| ABBV | $1.07M | 0.56% | 0.00% | Not reported | Q4 2023 |
| ORCL | $1.05M | 0.55% | 0.00% | +57.6% | Q4 2023 |
| HD | $1.01M | 0.53% | 0.00% | Not reported | Q4 2023 |
| TSLA | $909K | 0.47% | 0.00% | -4.7% | Q4 2023 |
| GEV | $886K | 0.46% | 0.00% | +14.3% | Q2 2024 |
| PLTR | $857K | 0.45% | 0.00% | +57.8% | Q2 2025 |
| CVX | $856K | 0.45% | 0.00% | -9.2% | Q4 2023 |
| COST | $839K | 0.44% | 0.00% | +18.0% | Q4 2023 |
| LLY | $782K | 0.41% | 0.00% | -22.6% | Q4 2023 |
| VLUE | $736K | 0.38% | Not reported | -4.7% | Q4 2023 |
| AMD | $691K | 0.36% | 0.00% | +38.1% | Q4 2023 |
 OKLO | $685K | 0.36% | 0.00% | -11.7% | Q2 2025 |
| RBRK | $681K | 0.36% | Not reported | +143.6% | Q2 2025 |
| NEE | $638K | 0.33% | 0.00% | New | Q3 2025 |
 URI | $625K | 0.33% | 0.00% | +31.0% | Q4 2023 |
 PPLT | $623K | 0.33% | 0.03% | New | Q3 2025 |
| PWR | $597K | 0.31% | 0.00% | -9.4% | Q2 2024 |
| WMT | $576K | 0.30% | 0.00% | -3.9% | Q1 2024 |
| V | $558K | 0.29% | 0.00% | +12.9% | Q4 2023 |
| GE | $530K | 0.28% | 0.00% | +21.1% | Q1 2024 |
 MELI | $526K | 0.27% | 0.00% | -45.8% | Q2 2025 |
 PG | $521K | 0.27% | 0.00% | -2.3% | Q4 2023 |
| GILD | $515K | 0.27% | 0.00% | Not reported | Q4 2023 |