Darden Wealth Group Inc
CIK: 0002011221SEC EDGAR →
Portfolio Value
$206.1M
Holdings
148
As of
Q4 2025
New Positions
17
Closed Positions
15
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | 180,122 | $33.6M | 16.30% |
| 2 | ALPHABET INC CAP STK | 35,612 | $11.1M | 5.41% |
| 3 | Apple Inc | 34,876 | $9.5M | 4.60% |
| 4 | MICROSOFT CORP | 18,536 | $9.0M | 4.35% |
| 5 | AMAZON COM INC | 33,463 | $7.7M | 3.75% |
| 6 | BROADCOM INC | 22,209 | $7.7M | 3.73% |
| 7 | ROCKET LAB CORP | 107,082 | $7.5M | 3.62% |
| 8 | ALPHABET INC CAP STK | 14,875 | $4.7M | 2.26% |
| 9 | CROWDSTRIKE HLDGS INC | 9,025 | $4.2M | 2.05% |
| 10 | ISHARES TR | 79,647 | $4.0M | 1.96% |
Quarterly Changes
Top Buys
New Positions (18)
$643K · 11K shares
$471K · 8K shares
$443K · 7K shares
$327K · 2K shares
$326K · 4K shares
$295K · 2K shares
$295K · 6K shares
$293K · 8K shares
$272K · 2K shares
$226K · 400 shares
$211K · 600 shares
$205K · 220 shares
$205K · 683 shares
$204K · 1K shares
$201K · 6K shares
$201K · 2K shares
$200K · 2K shares
$200K · 6K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 27 | $84.5M | 41.0% |
| Financial Services | 65 | $50.5M | 24.5% |
| Unknown | 13 | $20.3M | 9.8% |
| Communication Services | 5 | $18.2M | 8.8% |
| Industrials | 16 | $12.6M | 6.1% |
| Consumer Cyclical | 4 | $9.7M | 4.7% |
| Healthcare | 6 | $4.1M | 2.0% |
| Utilities | 4 | $2.6M | 1.2% |
| Consumer Defensive | 4 | $2.2M | 1.1% |
| Energy | 2 | $930K | 0.5% |
| Basic Materials | 1 | $428K | 0.2% |
| Real Estate | 1 | $26K | 0.0% |