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Darden Wealth Group Inc
Period ended Sep 30, 2026 · Latest filing Nov 6, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $250,885,121
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- NVIDIA CORPORATION · COM · 67066G104 · shares: $38,040,242
- MICRON TECHNOLOGY INC · COM · 595112103 · shares: $15,085,433
- ALPHABET INC · CAP STK CL A · 02079K305 · shares: $11,747,485
- Apple Inc · COM · 037833100 · shares: $11,252,293
- CROWDSTRIKE HLDGS · CL A · 22788C105 · shares: $10,440,152
- MICROSOFT CORP · COM · 594918104 · shares: $8,491,877
- ROCKET LAB CORP · COM · 773121108 · shares: $8,359,404
- AMAZON COM INC · COM · 023135106 · shares: $8,222,597
- BROADCOM INC · COM · 11135F101 · shares: $7,792,727
- ALPHABET INC · CAP STK CL A · 02079K107 · shares: $4,918,241
Reported holdings
157 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| NVIDIA CORPORATION | COM | 67066G104 | — | 166,565 shares | $38,040,242 |
| MICRON TECHNOLOGY INC | COM | 595112103 | — | 14,163 shares | $15,085,433 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 34,141 shares | $11,747,485 |
| Apple Inc | COM | 037833100 | — | 33,788 shares | $11,252,293 |
| CROWDSTRIKE HLDGS | CL A | 22788C105 | — | 39,434 shares | $10,440,152 |
| MICROSOFT CORP | COM | 594918104 | — | 16,556 shares | $8,491,877 |
| ROCKET LAB CORP | COM | 773121108 | — | 119,968 shares | $8,359,404 |
| AMAZON COM INC | COM | 023135106 | — | 33,002 shares | $8,222,597 |
| BROADCOM INC | COM | 11135F101 | — | 22,189 shares | $7,792,727 |
| ALPHABET INC | CAP STK CL A | 02079K107 | — | 14,434 shares | $4,918,241 |
| ARISTA NETWORKS INC | COM SHS | 040413205 | — | 23,332 shares | $4,750,162 |
| ISHARES TR | FLTG RATE NT ETF | 46429B655 | — | 82,161 shares | $4,194,333 |
| CELESTICA INC | COM | 15101Q207 | — | 9,303 shares | $3,362,426 |
| EATON CORP | PLC SHS | G29183103 | — | 7,616 shares | $3,272,911 |
| VANECK ETF TRUST | SEMICONDUCTR ETF | 92189F676 | — | 4,989 shares | $3,038,736 |
| JANUS DETROIT STR TR | HENDRSON AAA CL | 47103U845 | — | 59,595 shares | $3,007,787 |
| ELI LILLY & CO | COM | 532457108 | — | 2,337 shares | $2,705,252 |
| FIRST TR EXCH TRADED FD III | PFD SECS INC ETF | 33739E108 | — | 150,280 shares | $2,562,286 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | — | 4,034 shares | $2,467,941 |
| PALO ALTO NETWORKS INC | COM | 697435105 | — | 6,141 shares | $2,439,881 |
| RTX CORPORATION | COM | 75513E101 | — | 12,048 shares | $2,236,711 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 | — | 25,643 shares | $2,081,265 |
| ISHARES TR | SELECT DIVID ETF | 464287168 | — | 13,497 shares | $2,052,613 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | — | 2,691 shares | $2,052,588 |
| ASML HLDG NV | N Y REGISTRY SHS | N07059210 | — | 1,119 shares | $2,027,391 |
| JPMORGAN CHASE & CO | COM | 46625H100 | — | 6,061 shares | $2,005,295 |
| ISHARES TR | CORE S&P US GWT | 464287671 | — | 10,026 shares | $1,942,544 |
| ISHARES TR | CORE S&P MCP ETF | 464287507 | — | 26,838 shares | $1,931,022 |
| SPDR GOLD TR | GOLD SHS | 78463V107 | — | 4,951 shares | $1,885,539 |
| TRANE TECHNOLOGIES | PLC SHS | G8994E103 | — | 4,079 shares | $1,843,698 |
| MARVELL TECHNOLOGY INC | COM | 573874104 | — | 6,832 shares | $1,805,083 |
| GE VERNOVA INC | COM | 36828A101 | — | 1,850 shares | $1,758,407 |
| ISHARES TR | CORE S&P SCP ETF | 464287804 | — | 12,564 shares | $1,709,280 |
| MASTERCARD INCORPORATED CL A | CL A | 57636Q104 | — | 2,807 shares | $1,548,341 |
| SANDISK CORP COM | COM | 80004C200 | — | 887 shares | $1,544,297 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 3,084 shares | $1,535,678 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | — | 2,033 shares | $1,504,675 |
| VANGUARD INDEX FDS | MRNGSTR TTL STK | 922908769 | — | 3,896 shares | $1,458,302 |
| ISHARES TR | TIPS BD ETF | 464287176 | — | 13,308 shares | $1,384,592 |
| ISHARES INC | MSCI STH KOR ETF | 464286772 | — | 7,275 shares | $1,329,725 |
| ABBVIE INC | COM | 00287Y109 | — | 4,753 shares | $1,243,337 |
| QUANTA SVCS INC | COM | 74762E102 | — | 1,933 shares | $1,241,972 |
| ISHARES TR | CORE 1 5 YR USD | 46432F859 | — | 26,243 shares | $1,240,025 |
| LAM RESEARCH CORP | COM NEW | 512807306 | — | 3,662 shares | $1,203,004 |
| ISHARES TR | TRUST ISHARE 0-1 | 464288679 | — | 10,875 shares | $1,199,753 |
| ISHARES TR | TRS FLT RT BD | 46434V860 | — | 23,321 shares | $1,181,716 |
| ISHARES TR | MSCI USA VALUE | 46432F388 | — | 5,796 shares | $1,147,664 |
| BOEING CO | COM | 097023105 | — | 5,725 shares | $1,065,136 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | — | 17,849 shares | $1,058,624 |
| APPLIED MATLS INC COM | COM | 038222105 | — | 2,065 shares | $1,055,999 |
| ARM HOLDINGS PLC | SPONSORED ADS | 042068205 | — | 3,550 shares | $1,028,293 |
| VANGUARD INDEX FDS | MRNGSTR MID CAP | 922908629 | — | 12,712 shares | $996,875 |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | — | 23,170 shares | $959,933 |
| ISHARES TR | 0-5YR HI YL CP | 46434V407 | — | 21,292 shares | $878,321 |
| SELECT SECTOR SPDR TR | ST STR TECHN ETF | 81369Y803 | — | 4,294 shares | $840,650 |
| TESLA INC | COM | 88160R101 | — | 2,173 shares | $771,002 |
| ASTERA LABS INC | COM | 04626A103 | — | 2,148 shares | $764,624 |
| VANECK ETF TRUST | GOLD MINERS ETF | 92189F106 | — | 8,578 shares | $753,218 |
| VANGUARD INDEX FDS | MRNGSTR LRG CAP | 922908637 | — | 2,121 shares | $746,274 |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | 46654Q203 | — | 12,162 shares | $745,044 |
| JOHNSON & JOHNSON | COM | 478160104 | — | 2,808 shares | $743,622 |
| AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | — | 6,200 shares | $730,174 |
| VANGUARD INDEX FDS | MRNGSTR SML CAP | 922908751 | — | 2,560 shares | $728,522 |
| EA SERIES TRUST | FREEDOM 100 EM | 02072L607 | — | 10,036 shares | $702,139 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 | — | 770 shares | $701,358 |
| HOME DEPOT INC | COM | 437076102 | — | 2,421 shares | $688,888 |
| GILEAD SCIENCES INC | COM | 375558103 | — | 4,570 shares | $681,171 |
| AMGEN INC COM | COM | 031162100 | — | 1,600 shares | $674,416 |
| ISHARES TR | CRE U S REIT ETF | 464288521 | — | 10,800 shares | $665,064 |
| META PLATFORMS INC | CL A | 30303M102 | — | 910 shares | $659,914 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | — | 1,413 shares | $644,787 |
| ISHARES TR | US AER DEF ETF | 464288760 | — | 3,049 shares | $631,843 |
| NEXTERA ENERGY INC | COM | 65339F101 | — | 8,290 shares | $627,885 |
| SITIME CORP | COM | 82982T106 | — | 953 shares | $621,385 |
| VISA INC | COM CL A | 92826C839 | — | 1,720 shares | $618,238 |
| WALMART INC | COM | 931142103 | — | 5,863 shares | $609,371 |
| FIFTH THIRD BANCORP | COM | 316773100 | — | 12,008 shares | $607,373 |
| NEBIUS GROUP N.V. | SHS CLASS A | N97284108 | — | 2,570 shares | $606,212 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 | — | 10,525 shares | $591,716 |
| ISHARES TR | US TREAS BD ETF | 46429B267 | — | 25,604 shares | $559,959 |
| LUMENTUM HLDGS INC COM | COM | 55024U109 | — | 573 shares | $556,532 |
| UNITED RENTALS INC COM | COM | 911363109 | — | 554 shares | $554,432 |
| GE AEROSPACE COM NEW | COM NEW | 369604301 | — | 1,692 shares | $528,395 |
| APPLOVIN CORP COM CL A | COM CL A | 03831W108 | — | 1,818 shares | $528,248 |
| SPDR SERIES TRUST | ST STR BL 12 ETF | 78468R523 | — | 5,251 shares | $521,634 |
| CATERPILLAR INC | COM | 149123101 | — | 641 shares | $520,049 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | — | 7,338 shares | $518,137 |
| SELECT SECTOR SPDR TR | ST STR CARE ETF | 81369Y209 | — | 2,991 shares | $503,744 |
| WESTERN DIGITAL CORP COM | COM | 958102105 | — | 1,101 shares | $500,365 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | — | 15,325 shares | $498,523 |
| SERIES PORTFOLIOS TR | ELDRIDGE BBB B | 81752T528 | — | 18,921 shares | $497,631 |
| ISHARES TR | MSCI USA QLT FCT | 46432F339 | — | 2,189 shares | $486,553 |
| LINDE PLC | SHS | G54950103 | — | 1,012 shares | $480,346 |
| 10X GENOMICS INC | CL A COM | 88025U109 | — | 5,300 shares | $478,908 |
| COCA COLA CO | COM | 191216100 | — | 5,415 shares | $466,168 |
| MORGAN STANLEY | COM NEW | 617446448 | — | 2,474 shares | $465,409 |
| INVESCO EXCH TRADED FD TR II | DORSEY WRGT DVLP | 46138E875 | — | 8,665 shares | $459,598 |
| FIRST TR EXCHANGE-TRADED FD | VEST LADDERED | 33733E690 | — | 22,000 shares | $458,920 |
| FIRST TR EXCHANGE TRADED FD | RBA INDL ETF | 33738R704 | — | 4,351 shares | $449,211 |
| COMFORT SYS USA INC | COM | 199908104 | — | 270 shares | $446,604 |