2026 Q2 Portfolio Activity
In 2026 Q2, Darden Wealth Group Inc maintained a portfolio of 169 distinct positions. The most significant new addition was ISHARES INC, now representing 0.66% of the total fund value. They heavily accumulated shares in MICRON TECHNOLOGY INC, increasing the position by 21.4%. Conversely, Darden Wealth Group Inc completely exited their position in SELECT SECTOR SPDR TR.
Position History
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Total Positions
169
Quarter
2026 Q2
Top Holding
NVDA (13.6%)
Top 10 Concentration
47.5%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 169
Darden Wealth Group Inc Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
NVDA
NVIDIA CORPORAT...
|
Technology | 13.55% | 15.54% |
#1
Prev: #1
|
6.5 |
—
|
-3,958 | -2.3% |
P
S
|
170,889 | $34,193,172 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
MU
MICRON TECHNOLO...
|
Technology | 6.35% | 1.97% |
#2
8
Prev: #10
|
6.5 |
—
|
2,447 | 21.4% |
P
S
|
13,886 | $16,028,773 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 4.98% | 5.18% |
#3
1
Prev: #2
|
3.5 |
—
|
-238 | -0.7% |
P
S
|
35,140 | $12,558,070 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
RKLB
ROCKET LAB CORP
|
Industrials | 4.85% | 3.78% |
#4
Prev: #4
|
2.9 |
—
|
4,926 | 4.3% |
P
S
|
120,484 | $12,247,248 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
AAPL
APPLE INC
|
Technology | 3.86% | 4.36% |
#5
2
Prev: #3
|
2.5 |
—
|
-27 | -0.1% |
P
S
|
33,702 | $9,751,888 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
AVGO
BROADCOM INC
|
Technology | 3.21% | 3.40% |
#6
Prev: #6
|
1.8 |
—
|
-121 | -0.6% |
P
S
|
21,421 | $8,091,968 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 3.19% | 3.55% |
#7
2
Prev: #5
|
1.8 |
—
|
316 | 0.9% |
P
S
|
33,799 | $8,055,557 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
CRWD
CROWDSTRIKE HLD...
|
Technology | 2.91% | 1.90% |
#8
3
Prev: #11
|
1.7 |
—
|
63 | 0.7% |
P
S
|
9,632 | $7,350,564 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 2.50% | 3.38% |
#9
2
Prev: #7
|
1.5 |
—
|
-981 | -5.5% |
P
S
|
16,925 | $6,313,550 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 2.06% | 2.14% |
#10
2
Prev: #8
|
1.3 |
—
|
71 | 0.5% |
P
S
|
14,713 | $5,198,544 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
FLOT
ISHARES TR
|
Bond/Debt | 1.64% | 2.03% |
#11
2
Prev: #9
|
1.2 |
—
|
2,871 | 3.7% |
P
S
|
80,936 | $4,131,806 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
ANET
ARISTA NETWORKS...
|
Technology | 1.57% | 1.42% |
#12
Prev: #12
|
1.1 |
—
|
622 | 2.7% |
P
S
|
23,249 | $3,949,540 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
CLS
CELESTICA INC
|
Technology | 1.42% | 1.40% |
#13
1
Prev: #14
|
1.1 |
—
|
51 | 0.5% |
P
S
|
9,824 | $3,583,838 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
ETN
EATON CORP PLC
|
Industrials | 1.30% | 1.41% |
#14
1
Prev: #13
|
1.0 |
—
|
-71 | -0.9% |
P
S
|
7,682 | $3,273,265 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
SMH
VANECK ETF TRUS...
|
ETF | 1.29% | 0.89% |
#15
8
Prev: #23
|
2.5 |
—
|
376 | 8.2% |
P
S
|
4,951 | $3,247,088 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
JAAA
JANUS DETROIT S...
|
ETF | 1.16% | 1.23% |
#16
Prev: #16
|
3.0 |
—
|
9,979 | 20.8% |
P
S
|
58,046 | $2,930,758 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
FPE
FIRST TR EXCH T...
|
Preferred | 1.07% | 1.37% |
#17
2
Prev: #15
|
0.9 |
—
|
268 | 0.2% |
P
S
|
151,256 | $2,704,462 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
ASML
ASML HLDG NV
|
Technology | 0.92% | 0.79% |
#18
13
Prev: #31
|
0.9 |
—
|
1 | 0.1% |
P
S
|
1,169 | $2,324,866 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
RTX
RTX CORPORATION
|
Industrials | 0.92% | 1.21% |
#19
2
Prev: #17
|
0.9 |
—
|
-107 | -0.9% |
P
S
|
12,230 | $2,320,398 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 0.92% | 0.54% |
#20
20
Prev: #40
|
3.4 |
—
|
773 | 66.7% |
P
S
|
1,932 | $2,317,299 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
GEV
GE VERNOVA INC
|
Industrials | 0.89% | 0.80% |
#21
8
Prev: #29
|
2.4 |
—
|
111 | 6.1% |
P
S
|
1,917 | $2,252,236 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
DVY
ISHARES TR
|
ETF | 0.84% | 1.08% |
#22
4
Prev: #18
|
0.8 |
—
|
-375 | -2.7% |
P
S
|
13,570 | $2,121,032 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
IEMG
ISHARES INC
|
ETF | 0.84% | 0.91% |
#23
2
Prev: #21
|
0.8 |
—
|
-36 | -0.1% |
P
S
|
25,523 | $2,114,323 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
APP
APPLOVIN CORP
|
Communication Services | 0.83% | 0.90% |
#24
2
Prev: #22
|
0.8 |
—
|
-354 | -8.0% |
P
S
|
4,059 | $2,091,240 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
IJH
ISHARES TR
|
ETF | 0.83% | 0.97% |
#25
5
Prev: #20
|
0.8 |
—
|
-1,153 | -4.1% |
P
S
|
27,076 | $2,087,815 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
MRVL
MARVELL TECHNOL...
|
Technology | 0.82% | 0.28% |
#26
54
Prev: #80
|
2.8 |
—
|
1,486 | 27.2% |
P
S
|
6,951 | $2,070,633 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.80% | 0.88% |
#27
3
Prev: #24
|
2.3 |
—
|
336 | 5.7% |
P
S
|
6,181 | $2,023,196 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
AMD
ADVANCED MICRO ...
|
Technology | 0.80% | 0.32% |
#28
44
Prev: #72
|
2.3 |
—
|
365 | 11.8% |
P
S
|
3,454 | $2,006,463 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
TT
TRANE TECHNOLOG...
|
Industrials | 0.79% | 0.86% |
#29
3
Prev: #26
|
0.8 |
—
|
41 | 1.0% |
P
S
|
4,071 | $1,999,590 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
PANW
PALO ALTO NETWO...
|
Technology | 0.77% | 0.46% |
#30
19
Prev: #49
|
0.8 |
—
|
60 | 1.1% |
P
S
|
5,691 | $1,940,745 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 0.77% | 0.86% |
#31
6
Prev: #25
|
0.8 |
—
|
-6 | -0.2% |
P
S
|
2,594 | $1,937,313 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
IUSG
ISHARES TR
|
Warrant | 0.75% | 0.80% |
#32
4
Prev: #28
|
0.8 |
—
|
-118 | -1.2% |
P
S
|
10,046 | $1,889,575 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
IJR
ISHARES TR
|
ETF | 0.74% | 0.82% |
#33
6
Prev: #27
|
0.8 |
—
|
-349 | -2.7% |
P
S
|
12,642 | $1,874,878 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
GLD
SPDR GOLD TR
|
ETF | 0.74% | 1.06% |
#34
15
Prev: #19
|
0.8 |
—
|
220 | 4.6% |
P
S
|
5,044 | $1,858,109 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
EWY
ISHARES INC
|
ETF | 0.66% | — |
#35
Prev: #—
|
3.8 |
—
|
8,191 | — |
NEW
|
8,191 | $1,653,763 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
TIP
ISHARES TR
|
ETF | 0.62% | 0.80% |
#36
6
Prev: #30
|
0.7 |
—
|
-32 | -0.2% |
P
S
|
14,188 | $1,552,575 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.61% | 0.77% |
#37
5
Prev: #32
|
0.7 |
—
|
-90 | -2.9% |
P
S
|
3,064 | $1,533,195 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
LRCX
LAM RESEARCH CO...
|
Technology | 0.61% | 0.39% |
#38
20
Prev: #58
|
0.7 |
—
|
-32 | -0.9% |
P
S
|
3,533 | $1,530,955 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 0.58% | 0.59% |
#39
Prev: #39
|
0.7 |
—
|
-5 | -0.2% |
P
S
|
1,999 | $1,471,801 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 0.58% | 0.63% |
#40
4
Prev: #36
|
0.7 |
—
|
99 | 2.6% |
P
S
|
3,942 | $1,458,587 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
MA
MASTERCARD INCO...
|
Financial Services | 0.57% | 0.72% |
#41
8
Prev: #33
|
0.7 |
—
|
-49 | -1.7% |
P
S
|
2,791 | $1,433,244 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
ALAB
ASTERA LABS INC
|
Technology | 0.57% | 0.15% |
#42
68
Prev: #110
|
2.2 |
—
|
180 | 6.5% |
P
S
|
2,955 | $1,427,324 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
AMAT
APPLIED MATLS I...
|
Technology | 0.56% | 0.34% |
#43
24
Prev: #67
|
1.2 |
—
|
no change | no change |
P
S
|
1,970 | $1,424,310 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
PWR
QUANTA SVCS INC
|
Industrials | 0.56% | 0.50% |
#44
1
Prev: #45
|
2.2 |
—
|
148 | 8.2% |
P
S
|
1,948 | $1,402,638 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
BA
BOEING CO
|
Industrials | 0.55% | 0.70% |
#45
11
Prev: #34
|
0.7 |
—
|
-475 | -6.9% |
P
S
|
6,450 | $1,396,232 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
ARM
ARM HOLDINGS PL...
|
Technology | 0.55% | — |
#46
Prev: #—
|
3.7 |
—
|
3,916 | — |
NEW
|
3,916 | $1,388,496 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
ISTB
ISHARES TR
|
ETF | 0.50% | 0.65% |
#47
12
Prev: #35
|
0.7 |
—
|
-225 | -0.9% |
P
S
|
26,127 | $1,260,615 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
SHV
ISHARES TR
|
ETF | 0.48% | 0.61% |
#48
11
Prev: #37
|
0.7 |
—
|
96 | 0.9% |
P
S
|
10,909 | $1,203,806 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
ABBV
ABBVIE INC
|
Healthcare | 0.48% | 0.53% |
#49
7
Prev: #42
|
0.7 |
—
|
7 | 0.1% |
P
S
|
4,782 | $1,203,342 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | |||
|
AGX
ARGAN INC
|
Industrials | 0.47% | 0.40% |
#50
4
Prev: #54
|
0.7 |
—
|
50 | 3.4% |
P
S
|
1,500 | $1,197,825 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-06 |
Showing 1-50 of 169 holdings