13F-HR filed by Darden Wealth Group Inc
Darden Wealth Group Inc filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-06, with 155 holding rows worth $252,330,181.
- Accession
- 0002011221-26-000003
- Filer
- CIK 2011221
- Filed
- 2026-08-06
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 155 entries on the cover page, a total value of $252,330,181 stated on the cover page (in dollars after the unit check, H1), rows summing to $252,330,181 with VALUE read as dollars as filed, 13F file number 028-23733. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| NVIDIA Corp | 67066G104 | COM | 170,889 | $34,193,172 | dollars as filed | |
| Micron Technology,Inc. | 595112103 | COM | 13,886 | $16,028,773 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 35,140 | $12,558,070 | dollars as filed | |
| ROCKETLABCORPCLASSCLASSA | 773121108 | STOK | 120,484 | $12,247,248 | dollars as filed | |
| Apple Inc | 037833100 | COM | 33,702 | $9,751,888 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 21,421 | $8,091,968 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 33,799 | $8,055,557 | dollars as filed | |
| CROWDSTRIKE HLDGS INC | 22788C105 | COM | 9,632 | $7,350,564 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 16,925 | $6,313,550 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 14,713 | $5,198,544 | dollars as filed | |
| iShares Floating Rate Bond ETF | 46429B655 | SHS | 80,936 | $4,131,806 | dollars as filed | |
| ARISTA NETWORKS INC | 040413205 | COM | 23,249 | $3,949,540 | dollars as filed | |
| CELESTICA INC COM | 15101Q207 | Stock | 9,824 | $3,583,838 | dollars as filed | |
| Eaton Corp. Plc | G29183103 | COM | 7,682 | $3,273,265 | dollars as filed | |
| VANECK ETF TRUST | 92189F676 | COM | 4,951 | $3,247,088 | dollars as filed | |
| JANUS DETROIT STR TR | 47103U845 | HENDRSON AAA CL | 58,046 | $2,930,758 | dollars as filed | |
| FIRST TR EXCH TRADED FD III | 33739E108 | PFD SECS INC ETF | 151,256 | $2,704,462 | dollars as filed | |
| ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHS | N07059210 | STOK | 1,169 | $2,324,866 | dollars as filed | |
| Raytheon Technologies Corporation | 75513E101 | COM | 12,230 | $2,320,398 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 1,932 | $2,317,299 | dollars as filed | |
| GE Vernova Inc. | 36828A101 | COM | 1,917 | $2,252,236 | dollars as filed | |
| ISHARES TR | 464287168 | COM | 13,570 | $2,121,032 | dollars as filed | |
| iShares Core MSCI Emerging Markets ETF | 46434G103 | SHS | 25,523 | $2,114,323 | dollars as filed | |
| APPLOVIN CORP COM CL A | 03831W108 | Stock | 4,059 | $2,091,240 | dollars as filed | |
| IJH | 464287507 | COM | 27,076 | $2,087,815 | dollars as filed | |
| MARVELL TECHNOLOGY INC | 573874104 | COM | 6,951 | $2,070,633 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 6,181 | $2,023,196 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 3,454 | $2,006,463 | dollars as filed | |
| TRANE TECHNOLOGIES PLC SHS | G8994E103 | Stock | 4,071 | $1,999,590 | dollars as filed | |
| PALO ALTO NETWORKS INC | 697435105 | COM | 5,691 | $1,940,745 | dollars as filed | |
| SPY | 78462F103 | SHS | 2,594 | $1,937,313 | dollars as filed | |
| ISHARES CORE S&P U.S. GROWTH ETF | 464287671 | ETF | 10,046 | $1,889,575 | dollars as filed | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 12,642 | $1,874,878 | dollars as filed | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 5,044 | $1,858,109 | dollars as filed | |
| ISHARES INC MSCI STH KOR ETF | 464286772 | MSCI STH KOR ETF | 8,191 | $1,653,763 | dollars as filed | |
| iShares TIPS Bond ETF | 464287176 | SHS | 14,188 | $1,552,575 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 3,064 | $1,533,195 | dollars as filed | |
| Lam Research Corporation | 512807306 | COM | 3,533 | $1,530,955 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 1,999 | $1,471,801 | dollars as filed | |
| VTI | 922908769 | COM | 3,942 | $1,458,587 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 2,791 | $1,433,244 | dollars as filed | |
| ASTERA LABS INC COM | 04626A103 | COM | 2,955 | $1,427,324 | dollars as filed | |
| Applied Materials,Inc. | 038222105 | COM | 1,970 | $1,424,310 | dollars as filed | |
| QUANTA SVCS INC | 74762E102 | COM | 1,948 | $1,402,638 | dollars as filed | |
| Boeing Company | 097023105 | COM | 6,450 | $1,396,232 | dollars as filed | |
| ARM HOLDINGS PLC | 042068205 | SPONSORED ADS | 3,916 | $1,388,496 | dollars as filed | |
| ISHARES TR | 46432F859 | CORE 1 5 YR USD | 26,127 | $1,260,615 | dollars as filed | |
| iShares Short Treasury Bond ETF | 464288679 | SHS | 10,909 | $1,203,806 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 4,782 | $1,203,342 | dollars as filed | |
| ARGAN INC | 04010E109 | COM | 1,500 | $1,197,825 | dollars as filed | |
| iShares Treasury Floating Rate Bond ETF | 46434V860 | SHS | 23,387 | $1,184,075 | dollars as filed | |
| ISHARES TR | 46432F388 | MSCI USA VALUE | 5,811 | $1,161,009 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 2,179 | $1,040,825 | dollars as filed | |
| Vanguard Mid-Cap ETF | 922908629 | SHS | 12,712 | $1,024,206 | dollars as filed | |
| SanDisk Corporation | 80004C200 | COM | 446 | $1,013,424 | dollars as filed | |
| VWO | 922042858 | SHS | 16,884 | $1,007,806 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V203 | INTL CORE EQT MK | 23,170 | $955,763 | dollars as filed | |
| iShares 0-5 Year High Yield Corporate Bond ETF | 46434V407 | COM | 21,239 | $900,725 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 2,043 | $859,286 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 2,390 | $843,076 | dollars as filed | |
| Technology Select Sector SPDR Fund | 81369Y803 | SHS | 4,294 | $818,098 | dollars as filed | |
| iShares U.S. Aerospace & Defense ETF | 464288760 | SHS | 3,320 | $804,759 | dollars as filed | |
| Avantis US Small Cap Value ETF | 025072877 | SHS | 6,200 | $773,512 | dollars as filed | |
| Vanguard Small-Cap ETF | 922908751 | SHS | 2,542 | $770,471 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 711 | $757,516 | dollars as filed | |
| BAHL & GAYNOR SMALL/MID CAP INCOME GROWTH ETF | 26922B832 | ETF | 22,600 | $741,506 | dollars as filed | |
| VANGUARD INDEX FDS | 922908637 | LARGE CAP ETF | 2,121 | $729,433 | dollars as filed | |
| ISHARES TR | 464288521 | CRE U S REIT ETF | 10,800 | $717,660 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46654Q203 | NASDAQ EQT PREM | 11,662 | $716,747 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 762 | $713,178 | dollars as filed | |
| NextEra Energy,Inc. | 65339F101 | COM | 8,108 | $711,639 | dollars as filed | |
| SITIME CORP COM | 82982T106 | Stock | 953 | $710,519 | dollars as filed | |
| NEBIUS GROUP N.V. | N97284108 | SHS CLASS A | 2,566 | $708,652 | dollars as filed | |
| DATADOGINCCLASSA | 23804L103 | STOK | 2,700 | $702,972 | dollars as filed | |
| IRENLTDF | Q4982L109 | STOK | 14,809 | $677,216 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 1,195 | $673,132 | dollars as filed | |
| FIFTH THIRD BANCORP COM | 316773100 | Stock | 11,912 | $671,497 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 5,867 | $664,535 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 2,588 | $657,274 | dollars as filed | |
| General Electric Company | 369604301 | COM | 1,720 | $642,816 | dollars as filed | |
| JPMORGAN EQUITY PREMIUM INCOME ETF | 46641Q332 | ETF | 11,248 | $635,285 | dollars as filed | |
| EA SERIES TRUST | 02072L607 | FREEDOM 100 EM | 8,623 | $628,646 | dollars as filed | |
| UNITED RENTALS INC COM | 911363109 | Stock | 550 | $623,090 | dollars as filed | |
| FIRST TR EXCHANGE TRADED FD | 33738R704 | RBA INDL ETF | 4,601 | $613,109 | dollars as filed | |
| iShares U.S. Treasury Bond ETF | 46429B267 | SHS | 25,804 | $587,815 | dollars as filed | |
| Gilead Sciences,Inc. | 375558103 | COM | 4,539 | $573,467 | dollars as filed | |
| FTAI AVIATION LTD SHS | G3730V105 | Stock | 2,080 | $562,702 | dollars as filed | |
| Amgen Inc. | 031162100 | COM | 1,521 | $550,785 | dollars as filed | |
| COHERENT CORP COM | 19247G107 | Stock | 1,390 | $548,313 | dollars as filed | |
| COMFORT SYS USA INC COM | 199908104 | Stock | 270 | $535,127 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 1,558 | $534,627 | dollars as filed | |
| LUMENTUM HLDGS INC COM | 55024U109 | Stock | 616 | $528,565 | dollars as filed | |
| Linde plc | G54950103 | COM | 1,006 | $522,054 | dollars as filed | |
| SPDR SERIES TRUST | 78468R523 | ST STR BL 12 ETF | 5,251 | $521,844 | dollars as filed | |
| Morgan Stanley | 617446448 | COM | 2,467 | $515,613 | dollars as filed | |
| SYNAPTICS INC COM | 87157D109 | Stock | 4,100 | $509,343 | dollars as filed | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 6,994 | $498,351 | dollars as filed | |
| SCHD | 808524797 | COM | 15,323 | $485,901 | dollars as filed | |
| ISHARES MSCI USA QUALITY FACTOR ETF | 46432F339 | ETF | 2,209 | $484,742 | dollars as filed | |
| SERIES PORTFOLIOS TR | 81752T528 | ELDRIDGE BBB B | 17,428 | $460,449 | dollars as filed | |
| iShares Core S&P Total U.S. Stock Market ETF | 464287150 | SHS | 2,702 | $443,892 | dollars as filed | |
| ISHARES TR | 464287523 | COM | 683 | $437,842 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138E875 | DORSEY WRGT DVLP | 7,796 | $435,785 | dollars as filed | |
| ISHARES TR | 46435G516 | COM | 4,233 | $435,195 | dollars as filed | |
| Coca-Cola Company | 191216100 | COM | 5,343 | $434,211 | dollars as filed | |
| GENERAC HLDGS INC | 368736104 | COM | 1,481 | $433,652 | dollars as filed | |
| GABELLI EQUITY TR INC COM | 362397101 | CEF | 73,900 | $418,274 | dollars as filed | |
| VANGUARD WORLD FD | 92204A603 | INDUSTRIAL ETF | 1,130 | $407,241 | dollars as filed | |
| Health Care Select Sector SPDR Fund | 81369Y209 | SHS | 2,473 | $392,366 | dollars as filed | |
| BlackRock,Inc. | 09290D101 | COM | 402 | $386,934 | dollars as filed | |
| BWX TECHNOLOGIES INC | 05605H100 | COM | 1,960 | $381,514 | dollars as filed | |
| IES HOLDINGS INC | 44951W106 | COM | 515 | $378,350 | dollars as filed | |
| ISHARES INC MSCI BRAZIL ETF | 464286400 | MSCI BRAZIL ETF | 10,450 | $360,525 | dollars as filed | |
| AXCELIS TECHNOLOGIES INC | 054540208 | COM NEW | 1,800 | $341,010 | dollars as filed | |
| BOEING CO | 097023204 | DEP CONV PFD A | 4,900 | $329,770 | dollars as filed | |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 1,379 | $326,261 | dollars as filed | |
| PROCURE SPACE ETF | 74280R205 | ETF | 6,386 | $323,591 | dollars as filed | |
| Lockheed Martin Corporation | 539830109 | COM | 630 | $320,960 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 457 | $313,549 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138E743 | RAFI DVLPD MRKTS | 4,065 | $307,496 | dollars as filed | |
| FIDELITY COVINGTON TRUST | 316092501 | MSCI FINLS IDX | 3,900 | $298,584 | dollars as filed | |
| TCW ETF TRUST | 29287L700 | FLEXIBLE INCOME | 7,599 | $297,952 | dollars as filed | |
| VANECK ETF TRUST | 92189F106 | GOLD MINERS ETF | 3,944 | $297,559 | dollars as filed | |
| Utilities Select Sector SPDR Fund | 81369Y886 | SHS | 6,100 | $276,574 | dollars as filed | |
| iShares MSCI KLD 400 Social ETF | 464288570 | SHS | 1,908 | $271,626 | dollars as filed | |
| FIRST TR EXCHANGE TRADED FD | 33734X846 | NASDAQ CYB ETF | 2,970 | $266,870 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 1,925 | $263,186 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 349 | $261,363 | dollars as filed | |
| TJX Companies Inc | 872540109 | COM | 1,705 | $258,308 | dollars as filed | |
| VEECO INSTRS INC DEL COM | 922417100 | Stock | 3,400 | $257,720 | dollars as filed | |
| GUARDANT HEALTH INC COM | 40131M109 | Stock | 1,700 | $255,051 | dollars as filed | |
| Deere & Company | 244199105 | COM | 399 | $253,098 | dollars as filed | |
| iShares Core Total USD Bond Market ETF | 46434V613 | SHS | 5,483 | $253,034 | dollars as filed | |
| Palantir Technologies Inc. Class A | 69608A108 | COM | 2,128 | $248,274 | dollars as filed | |
| CAMECO CORP COM | 13321L108 | Stock | 2,400 | $244,464 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740U703 | FT VEST LADDERED | 8,203 | $243,790 | dollars as filed | |
| VANGUARD STAR FDS | 921909768 | COM | 2,816 | $240,776 | dollars as filed | |
| HIMAX TECHNOLOGIES INC SPONSORED ADR | 43289P106 | ADR | 15,675 | $240,455 | dollars as filed | |
| Vanguard Total International Bond Index Fund ETF | 92203J407 | SHS | 4,880 | $236,315 | dollars as filed | |
| AMERICAN INTL GROUP INC COM NEW | 026874784 | Stock | 3,133 | $233,502 | dollars as filed | |
| GOLDMAN SACHS ETF TR | 381430396 | JUST US LRG CP | 2,081 | $222,084 | dollars as filed | |
| Qualcomm Incorporated | 747525103 | COM | 1,196 | $221,009 | dollars as filed | |
| NORTHROP GRUMMAN CORP COM | 666807102 | Stock | 430 | $219,003 | dollars as filed | |
| ISHARES INC | 46434G863 | COM | 3,903 | $213,455 | dollars as filed | |
| TELEDYNE TECHNOLOGIES INC COM | 879360105 | Stock | 320 | $213,408 | dollars as filed | |
| Intel Corp | 458140100 | COM | 1,480 | $206,652 | dollars as filed | |
| INVESCO BULLETSHARES 2032 CORPORATE BOND ETF | 46139W858 | ETF | 10,000 | $205,100 | dollars as filed | |
| INVESCO BULLETSHARES 2029 CORPORATE BOND ETF | 46138J577 | ETF | 11,000 | $204,325 | dollars as filed | |
| International Business Machines Corporation | 459200101 | COM | 725 | $203,877 | dollars as filed | |
| INVESCO BULLETSHARES 2028 CORPORATE BOND ETF | 46138J643 | ETF | 10,000 | $203,650 | dollars as filed | |
| APOLLO GLOBAL MGMT INC COM | 03769M106 | Stock | 1,700 | $201,127 | dollars as filed | |
| Invesco BulletShares 2030 Corp Bd ETF | 46138J460 | SHS | 12,000 | $199,740 | dollars as filed | |
| INVESCO BULLETSHARES 2031 CORPORATE BOND ETF | 46138J429 | ETF | 12,000 | $196,620 | dollars as filed | |
| INFLEQTION INC | 45676K103 | COM SHS | 11,201 | $149,197 | dollars as filed | |
| SACHEM CAP CORP | 78590A109 | COM | 13,120 | $12,350 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0002011221-26-000003 | this filing | 2026-08-06 | acceptance time not in the bulk data set |