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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) |
|---|---|---|---|---|---|
| DATADOG INC | CL A COM | 23804L103 | — | 1,615 shares | $442,268 |
| ISHARES TR | ESG AW MSCI EAFE | 46435G516 | — | 4,233 shares | $436,211 |
| BLACKROCK INC | COM | 09290D101 | — | 407 shares | $431,149 |
| ISHARES TR | CORE S&P TTL STK | 464287150 | — | 2,559 shares | $425,545 |
| SYNAPTICS INC COM | CL A | 87157D109 | — | 4,100 shares | $415,720 |
| PALANTIR TECHNOLOGIES INC CL A | CL A | 69608A108 | — | 2,193 shares | $410,201 |
| GABELLI EQUITY TR INC | COM | 362397101 | — | 76,900 shares | $402,956 |
| ISHARES INC | MSCI BRAZIL ETF | 464286400 | — | 10,575 shares | $393,919 |
| ISHARES TR | ISHARES SEMICDTR | 464287523 | — | 683 shares | $388,561 |
| GENERAC HLDGS INC | COM | 368736104 | — | 1,792 shares | $370,854 |
| VANGUARD WORLD FD | INDUSTRIAL ETF | 92204A603 | — | 1,130 shares | $362,187 |
| SPACE EXPLORATION TECHN CORP | CLASS A COM STK | 84615Q103 | — | 2,287 shares | $345,017 |
| EXXONMOBIL HOLDINGS CORP | COM SHS | 30233Q108 | — | 2,078 shares | $338,195 |
| LOCKHEED MARTIN CORP | COM | 539830109 | — | 635 shares | $323,374 |
| GUARDANT HEALTH INC | COM | 40131M109 | — | 1,810 shares | $322,832 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | — | 1,382 shares | $322,510 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | — | 451 shares | $316,592 |
| FIRST TR EXCHANGE-TRADED FD | NASDAQ CYB ETF | 33734X846 | — | 3,020 shares | $311,350 |
| INVESCO EXCH TRADED FD TR II | RAFI DVLPD MRKTS | 46138E743 | — | 4,066 shares | $309,970 |
| BWX TECHNOLOGIES INC | COM | 05605H100 | — | 2,185 shares | $299,345 |
| IES HOLDINGS INC | COM | 44951W106 | — | 930 shares | $298,604 |
| FIDELITY COVINGTON TRUST | MSCI FINLS IDX | 316092501 | — | 3,900 shares | $295,308 |
| TCW ETF TRUST | FLEXIBLE INCOME | 29287L700 | — | 7,593 shares | $288,036 |
| ISHARES TR | CORE S&P500 ETF | 464287200 | — | 367 shares | $281,067 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | — | 3,257 shares | $276,731 |
| ISHARES TR | ESG MSCI KLD ETF | 464288570 | — | 1,882 shares | $275,201 |
| BOEING CO | DEP CONV PFD A | 097023204 | — | 4,500 shares | $266,220 |
| DEERE & CO | COM | 244199105 | — | 396 shares | $265,934 |
| GOLDMAN SACHS PHYSICAL GOLD | UNIT | 38150K103 | — | 6,408 shares | $262,472 |
| BLOOM ENERGY CORP COM CL A | COM CL A | 093712107 | — | 945 shares | $261,746 |
| SK HYNIX INC | AMERICAN DEPOSIT | 78392B206 | — | 1,410 shares | $259,652 |
| STARBUCKS CORP | COM | 855244109 | — | 2,760 shares | $259,330 |
| INTEL CORP | COM | 458140100 | — | 2,125 shares | $255,489 |
| AXCELIS TECHNOLOGIES INC | COM NEW | 054540208 | — | 1,900 shares | $249,242 |
| ISHARES TR | CORE UNIVRSL USD | 46434V613 | — | 5,487 shares | $241,943 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST DEEP ETF | 33740U703 | — | 7,702 shares | $233,937 |
| AMERICAN INTL GROUP INC COM NEW | COM NEW | 026874784 | — | 3,133 shares | $233,158 |
| TJX COS INC NEW COM | COM | 872540109 | — | 1,746 shares | $231,013 |
| PROCURE ETF TRUST II | SPACE ETF | 74280R205 | — | 5,403 shares | $228,628 |
| ISHARES U S ETF TR | SHOR DURA BD ETF | 46431W507 | — | 4,514 shares | $225,068 |
| HIMAX TECHNOLOGIES INC | SPONSORED ADR | 43289P106 | — | 15,975 shares | $224,768 |
| GOLDMAN SACHS ETF TR | JUST US LRG CP | 381430396 | — | 2,013 shares | $219,546 |
| QUALCOMM INC | COM | 747525103 | — | 1,179 shares | $216,983 |
| VEEVA SYS INC | CL A COM | 922475108 | — | 749 shares | $213,802 |
| CONSTELLATION ENERGY CORP | COM | 21037T109 | — | 837 shares | $212,745 |
| DISNEY WALT CO | COM | 254687106 | — | 2,022 shares | $212,108 |
| ISHARES INC | ESG AWR MSCI EM | 46434G863 | — | 3,903 shares | $211,386 |
| DELL TECHNOLOGIES INC CL C | CL C | 24703L202 | — | 387 shares | $208,187 |
| NORTHROP GRUMMAN CORP COM | COM | 666807102 | — | 430 shares | $207,896 |
| ISHARES U S ETF TR | U.S. TECH INDEPD | 46431W648 | — | 1,800 shares | $205,470 |
| INVESCO EXCH TRD SLF IDX FD | ETFINVSCO BLSH 28 | 46138J643 | — | 10,000 shares | $201,250 |
| INVESCO EXCH TRD SLF IDX FD | BULETSHS 2029 | 46138J577 | — | 11,000 shares | $200,200 |
| INVESCO EXCH TRD SLF IDX FD | BULLETSHS 2032 | 46139W858 | — | 10,000 shares | $195,850 |
| INVESCO EXCH TRD SLF IDX FD | INVSCO 30 CORP | 46138J460 | — | 12,000 shares | $193,680 |
| INVESCO EXCH TRD SLF IDX FD | BULETSHS 2031 CP | 46138J429 | — | 12,000 shares | $189,240 |
| INFLEQTION INC | COM SHS | 45676K103 | — | 13,600 shares | $183,192 |
| STRATEGY INC | CL A NEW | 594972408 | — | 700 shares | $107,163 |