Darden Wealth Group Inc

Investment Portfolio & 13F Holdings Analysis

About

CIK: 0002011221

Type: FundHoldings: 98Value: $129.0MLatest: 2025Q1

Darden Wealth Group Inc is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 98 holdings worth $0.1 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "MU",
  "ACN",
  "ABBV",
  "GOOGL",
  "AIG",
  "ASML",
  "BLK",
  "AVGO",
  "CLS",
  "GILD",
  "BA-PA",
  "HD",
  null,
  "MCD",
  "META",
  null,
  "IJH",
  "LRCX",
  "LIN",
  "PWR",
  "MA",
  "MSFT",
  "MS",
  "GAB",
  "GE",
  null,
  "IJR",
  "ANET",
  "ORCL",
  "NOC",
  "PANW",
  "IEMG",
  null,
  "UNH",
  "AAPL",
  "SPY",
  null,
  "NVDA",
  "INTC",
  "LMT",
  "PG",
  null,
  "NOW",
  "RTX",
  "GLD",
  null,
  "IBM",
  "TMO",
  "TJX",
  "VO",
  "VV",
  "RKLB",
  "SACH",
  null,
  null,
  null,
  "TT",
  null,
  "AMZN",
  null,
  "ESGD",
  null,
  "BNDX",
  "V",
  "WMT",
  "IUSG",
  "SCHD",
  "DVY",
  null,
  null,
  null,
  null,
  null,
  "GEV",
  null,
  "BRK-B",
  "BA",
  "CVX",
  "KO",
  "COST",
  "CRWD",
  "QQQ",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  null,
  null,
  "APO",
  "XLK",
  "ITOT",
  "URI",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-05
Total Holdings: 98
Total Value: 128997564
Accession Number: 0002011221-25-000003
Form Type: 13F-HR
CIK: darden-wealth-group
Manager Name: Darden-Wealth-Group

Data Enrichment

79% identified

77 identified21 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

98 positions • $129.0M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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NVIDIA CORP

NVDA|67066G104

Shares:193.3K

Value:$21.0M

% of Portfolio:16.2% ($21.0M/$129.0M)

Apple Inc.

AAPL|037833100

Shares:39.7K

Value:$8.8M

% of Portfolio:6.8% ($8.8M/$129.0M)

MICROSOFT CORP

MSFT|594918104

Shares:18.0K

Value:$6.8M

% of Portfolio:5.2% ($6.8M/$129.0M)

AMAZON COM INC

AMZN|023135106

Shares:34.6K

Value:$6.6M

% of Portfolio:5.1% ($6.6M/$129.0M)

Alphabet Inc.

GOOGL|02079K305

Shares:38.3K

Value:$5.9M

% of Portfolio:4.6% ($5.9M/$129.0M)

46429B655

Shares:74.4K

Value:$3.8M

% of Portfolio:2.9% ($3.8M/$129.0M)

Broadcom Inc.

AVGO|11135F101

Shares:19.4K

Value:$3.3M

% of Portfolio:2.5% ($3.3M/$129.0M)

CrowdStrike Holdings, Inc.

CRWD|22788C105

Shares:7.8K

Value:$2.8M

% of Portfolio:2.1% ($2.8M/$129.0M)

33739E108

Shares:143.7K

Value:$2.5M

% of Portfolio:2.0% ($2.5M/$129.0M)

Eaton Corp plc

ETN|G29183103

Shares:8.8K

Value:$2.4M

% of Portfolio:1.9% ($2.4M/$129.0M)

Alphabet Inc.

GOOG|02079K107

Shares:14.7K

Value:$2.3M

% of Portfolio:1.8% ($2.3M/$129.0M)

464287168

DVY|464287168

Shares:16.9K

Value:$2.3M

% of Portfolio:1.8% ($2.3M/$129.0M)

464287507

IJH|464287507

Shares:30.6K

Value:$1.8M

% of Portfolio:1.4% ($1.8M/$129.0M)

464287176

Shares:15.9K

Value:$1.8M

% of Portfolio:1.4% ($1.8M/$129.0M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:3.1K

Value:$1.6M

% of Portfolio:1.3% ($1.6M/$129.0M)

Mastercard Inc

MA|57636Q104

Shares:2.8K

Value:$1.6M

% of Portfolio:1.2% ($1.6M/$129.0M)

Arista Networks, Inc.

ANET|040413205

Shares:19.9K

Value:$1.5M

% of Portfolio:1.2% ($1.5M/$129.0M)

464287804

IJR|464287804

Shares:14.5K

Value:$1.5M

% of Portfolio:1.2% ($1.5M/$129.0M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:2.6K

Value:$1.5M

% of Portfolio:1.1% ($1.5M/$129.0M)

464287671

IUSG|464287671

Shares:11.3K

Value:$1.4M

% of Portfolio:1.1% ($1.4M/$129.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
NVIDIA CORP(NVDAcusip67066G104)	193.3K	QoQ -2.68% (-5.3K) YoY +745.54% (+170.5K)	All Managers (Combined)	$21.0M	16.2% ($21.0M/$129.0M)	QoQ -21.45% (-$5.7M) YoY +1.42% (+$293.6K)
Apple Inc.(AAPLcusip037833100)	39.7K	QoQ -2.70% (-1.1K) YoY +7.13% (+2.6K)	All Managers (Combined)	$8.8M	6.8% ($8.8M/$129.0M)	QoQ -13.69% (-$1.4M) YoY +38.78% (+$2.5M)
MICROSOFT CORP(MSFTcusip594918104)	18.0K	QoQ -1.90% (-350) YoY +3.01% (-526)	All Managers (Combined)	$6.8M	5.2% ($6.8M/$129.0M)	QoQ -12.63% (-$977.2K) YoY -8.08% (-$593.9K)
AMAZON COM INC(AMZNcusip023135106)	34.6K	QoQ -0.53% (-186) YoY -0.31% (-108)	All Managers (Combined)	$6.6M	5.1% ($6.6M/$129.0M)	QoQ -13.74% (-$1.0M) YoY +5.14% (-$322.7K)
Alphabet Inc.(GOOGLcusip02079K305)	38.3K	QoQ -1.89% (-740) YoY -7.62% (-3.2K)	All Managers (Combined)	$5.9M	4.6% ($5.9M/$129.0M)	QoQ -19.85% (-$1.5M) YoY -5.35% (-$335.4K)
(cusip46429B655)✕	74.4K	QoQ +2.08% (+1.5K) YoY +7.00% (+4.9K)	All Managers (Combined)	$3.8M	2.9% ($3.8M/$129.0M)	QoQ +2.42% (+$90.0K) YoY +6.98% (+$247.9K)
Broadcom Inc.(AVGOcusip11135F101)	19.4K	QoQ -11.71% (-2.6K) YoY +1262.64% (+18.0K)	All Managers (Combined)	$3.3M	2.5% ($3.3M/$129.0M)	QoQ -36.24% (-$1.9M) YoY +71.51% (+$1.4M)
CrowdStrike Holdings, Inc.(CRWDcusip22788C105)	7.8K	QoQ -6.85% (-576) YoY +108.14% (+4.1K)	All Managers (Combined)	$2.8M	2.1% ($2.8M/$129.0M)	QoQ -4.02% (-$115.6K) YoY +128.91% (+$1.6M)
(cusip33739E108)✕	143.7K	QoQ -1.73% (-2.5K) YoY +8.24% (+10.9K)	All Managers (Combined)	$2.5M	2.0% ($2.5M/$129.0M)	QoQ -2.34% (-$60.7K) YoY +9.93% (+$228.4K)
Eaton Corp plc(ETNcusipG29183103)	8.8K	QoQ -13.49% (-1.4K) YoY +17.32% (+1.3K)	All Managers (Combined)	$2.4M	1.9% ($2.4M/$129.0M)	QoQ -29.14% (-$986.5K) YoY +1.73% (+$41.0K)
Alphabet Inc.(GOOGcusip02079K107)	14.7K	QoQ -1.07% (-160) YoY +7.57% (+1.0K)	All Managers (Combined)	$2.3M	1.8% ($2.3M/$129.0M)	QoQ -18.84% (-$533.6K) YoY +10.38% (+$216.1K)
(DVYcusip464287168)	16.9K	QoQ +4.83% (+778) YoY +0.20% (+35)	All Managers (Combined)	$2.3M	1.8% ($2.3M/$129.0M)	QoQ +7.22% (+$152.8K) YoY +9.25% (+$192.0K)
(IJHcusip464287507)	30.6K	QoQ +0.13% (-41) YoY -6.34% (-2.1K)	All Managers (Combined)	$1.8M	1.4% ($1.8M/$129.0M)	QoQ -6.22% (-$118.5K) YoY -10.03% (-$198.8K)
(cusip464287176)✕	15.9K	QoQ -0.65% (-105) YoY -12.16% (-2.2K)	All Managers (Combined)	$1.8M	1.4% ($1.8M/$129.0M)	QoQ +3.57% (-$61.2K) YoY -9.15% (-$178.6K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	3.1K	QoQ +11.60% (+320) YoY +23.36% (+583)	All Managers (Combined)	$1.6M	1.3% ($1.6M/$129.0M)	QoQ +31.12% (+$389.1K) YoY +56.24% (+$590.1K)
Mastercard Inc(MAcusip57636Q104)	2.8K	QoQ +1.79% (+50) YoY +1.64% (+46)	All Managers (Combined)	$1.6M	1.2% ($1.6M/$129.0M)	QoQ +5.96% (+$87.4K) YoY +15.69% (+$210.8K)
Arista Networks, Inc.(ANETcusip040413205)	19.9K	QoQ -7.84% (-1.7K) YoY NEW(+19.9K)	All Managers (Combined)	$1.5M	1.2% ($1.5M/$129.0M)	QoQ -35.40% (-$844.8K) YoY NEW(+$1.5M)
(IJRcusip464287804)	14.5K	QoQ -2.54% (-380) YoY -5.26% (-809)	All Managers (Combined)	$1.5M	1.2% ($1.5M/$129.0M)	QoQ -11.55% (-$198.7K) YoY -10.36% (-$175.9K)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	2.6K	QoQ -0.90% (-24) YoY +13.51% (+314)	All Managers (Combined)	$1.5M	1.1% ($1.5M/$129.0M)	QoQ -5.43% (-$84.9K) YoY +21.42% (+$260.3K)
(IUSGcusip464287671)	11.3K	QoQ -1.91% (-220) YoY -2.55% (-295)	All Managers (Combined)	$1.4M	1.1% ($1.4M/$129.0M)	QoQ -10.55% (-$168.9K) YoY +5.66% (-$76.7K)