2026 Q3 Portfolio Activity
In 2026 Q3, Darden Wealth Group Inc maintained a portfolio of 170 distinct positions. The most significant new addition was WESTERN DIGITAL CORP COM, now representing 0.20% of the total fund value. They heavily accumulated shares in CROWDSTRIKE HLDGS, increasing the position by 309.4%. The fund also reduced its exposure to APPLOVIN CORP by 55.2%.
Position History
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Total Positions
170
Quarter
2026 Q3
Top Holding
NVDA (15.2%)
Top 10 Concentration
49.6%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 170
Darden Wealth Group Inc Full Holdings List — 2026 Q3
| 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 | 15.16% | 13.55% |
#1
Prev: #1
|
6.5 |
—
|
-4,324 | -2.5% |
P
S
|
166,565 | $38,040,242 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-11-06 | |||
|
MU
MICRON TECHNOLO...
|
Technology | 6.01% | 6.35% |
#2
Prev: #2
|
4.4 |
—
|
277 | 2.0% |
P
S
|
14,163 | $15,085,433 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-11-06 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 4.68% | 4.98% |
#3
Prev: #3
|
3.4 |
—
|
-999 | -2.8% |
P
S
|
34,141 | $11,747,485 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-11-06 | |||
|
AAPL
Apple Inc
|
Technology | 4.49% | 3.86% |
#4
1
Prev: #5
|
2.8 |
—
|
86 | 0.3% |
P
S
|
33,788 | $11,252,293 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-11-06 | |||
|
CRWD
CROWDSTRIKE HLD...
|
Technology | 4.16% | 2.91% |
#5
3
Prev: #8
|
5.2 |
—
|
29,802 | 309.4% |
P
S
|
39,434 | $10,440,152 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-11-06 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 3.38% | 2.50% |
#6
3
Prev: #9
|
1.9 |
—
|
-369 | -2.2% |
P
S
|
16,556 | $8,491,877 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-11-06 | |||
|
RKLB
ROCKET LAB CORP
|
Industrials | 3.33% | 4.85% |
#7
3
Prev: #4
|
1.8 |
—
|
-516 | -0.4% |
P
S
|
119,968 | $8,359,404 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-11-06 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 3.28% | 3.19% |
#8
1
Prev: #7
|
1.8 |
—
|
-797 | -2.4% |
P
S
|
33,002 | $8,222,597 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-11-06 | |||
|
AVGO
BROADCOM INC
|
Technology | 3.11% | 3.21% |
#9
3
Prev: #6
|
1.7 |
—
|
768 | 3.6% |
P
S
|
22,189 | $7,792,727 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-11-06 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 1.96% | 2.06% |
#10
Prev: #10
|
1.3 |
—
|
-279 | -1.9% |
P
S
|
14,434 | $4,918,241 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-11-06 | |||
|
ANET
ARISTA NETWORKS...
|
Technology | 1.89% | 1.57% |
#11
1
Prev: #12
|
1.3 |
—
|
83 | 0.4% |
P
S
|
23,332 | $4,750,162 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-11-06 | |||
|
FLOT
ISHARES TR
|
Bond/Debt | 1.67% | 1.64% |
#12
1
Prev: #11
|
1.2 |
—
|
1,225 | 1.5% |
P
S
|
82,161 | $4,194,333 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-11-06 | |||
|
CLS
CELESTICA INC
|
Technology | 1.34% | 1.42% |
#13
Prev: #13
|
1.0 |
—
|
-521 | -5.3% |
P
S
|
9,303 | $3,362,426 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-11-06 | |||
|
ETN
EATON CORP
|
Industrials | 1.30% | 1.30% |
#14
Prev: #14
|
1.0 |
—
|
-66 | -0.9% |
P
S
|
7,616 | $3,272,911 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-11-06 | |||
|
SMH
VANECK ETF TRUS...
|
ETF | 1.21% | 1.29% |
#15
Prev: #15
|
1.0 |
—
|
38 | 0.8% |
P
S
|
4,989 | $3,038,736 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-11-06 | |||
|
JAAA
JANUS DETROIT S...
|
ETF | 1.20% | 1.16% |
#16
Prev: #16
|
1.0 |
—
|
1,549 | 2.7% |
P
S
|
59,595 | $3,007,787 | 2024 Q2 | 13F Filing | 2026-09-30 | 2026-11-06 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 1.08% | 0.92% |
#17
3
Prev: #20
|
2.9 |
—
|
405 | 21.0% |
P
S
|
2,337 | $2,705,252 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-11-06 | |||
|
FPE
FIRST TR EXCH T...
|
Preferred | 1.02% | 1.07% |
#18
1
Prev: #17
|
0.9 |
—
|
-976 | -0.6% |
P
S
|
150,280 | $2,562,286 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-11-06 | |||
|
AMD
ADVANCED MICRO ...
|
Technology | 0.98% | 0.80% |
#19
9
Prev: #28
|
2.4 |
—
|
580 | 16.8% |
P
S
|
4,034 | $2,467,941 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-11-06 | |||
|
PANW
PALO ALTO NETWO...
|
Technology | 0.97% | 0.77% |
#20
10
Prev: #30
|
2.4 |
—
|
450 | 7.9% |
P
S
|
6,141 | $2,439,881 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-11-06 | |||
|
RTX
RTX CORPORATION
|
Industrials | 0.89% | 0.92% |
#21
2
Prev: #19
|
0.9 |
—
|
-182 | -1.5% |
P
S
|
12,048 | $2,236,711 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-11-06 | |||
|
IEMG
ISHARES INC
|
ETF | 0.83% | 0.84% |
#22
1
Prev: #23
|
0.8 |
—
|
120 | 0.5% |
P
S
|
25,643 | $2,081,265 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-11-06 | |||
|
DVY
ISHARES TR
|
ETF | 0.82% | 0.84% |
#23
1
Prev: #22
|
0.8 |
—
|
-73 | -0.5% |
P
S
|
13,497 | $2,052,613 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-11-06 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 0.82% | 0.77% |
#24
7
Prev: #31
|
0.8 |
—
|
97 | 3.7% |
P
S
|
2,691 | $2,052,588 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-11-06 | |||
|
ASML
ASML HLDG NV
|
Technology | 0.81% | 0.92% |
#25
7
Prev: #18
|
0.8 |
—
|
-50 | -4.3% |
P
S
|
1,119 | $2,027,391 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-11-06 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.80% | 0.80% |
#26
1
Prev: #27
|
0.8 |
—
|
-120 | -1.9% |
P
S
|
6,061 | $2,005,295 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-11-06 | |||
|
IUSG
ISHARES TR
|
Warrant | 0.77% | 0.75% |
#27
5
Prev: #32
|
0.8 |
—
|
-20 | -0.2% |
P
S
|
10,026 | $1,942,544 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-11-06 | |||
|
IJH
ISHARES TR
|
ETF | 0.77% | 0.83% |
#28
3
Prev: #25
|
0.8 |
—
|
-238 | -0.9% |
P
S
|
26,838 | $1,931,022 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-11-06 | |||
|
GLD
SPDR GOLD TR
|
ETF | 0.75% | 0.74% |
#29
5
Prev: #34
|
0.8 |
—
|
-93 | -1.8% |
P
S
|
4,951 | $1,885,539 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-11-06 | |||
|
TT
TRANE TECHNOLOG...
|
Industrials | 0.73% | 0.79% |
#30
1
Prev: #29
|
0.8 |
—
|
8 | 0.2% |
P
S
|
4,079 | $1,843,698 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-11-06 | |||
|
MRVL
MARVELL TECHNOL...
|
Technology | 0.72% | 0.82% |
#31
5
Prev: #26
|
0.8 |
—
|
-119 | -1.7% |
P
S
|
6,832 | $1,805,083 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-11-06 | |||
|
GEV
GE VERNOVA INC
|
Industrials | 0.70% | 0.89% |
#32
11
Prev: #21
|
0.8 |
—
|
-67 | -3.5% |
P
S
|
1,850 | $1,758,407 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-11-06 | |||
|
IJR
ISHARES TR
|
ETF | 0.68% | 0.74% |
#33
Prev: #33
|
0.8 |
—
|
-78 | -0.6% |
P
S
|
12,564 | $1,709,280 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-11-06 | |||
|
MA
MASTERCARD INCO...
|
Financial Services | 0.62% | 0.57% |
#34
7
Prev: #41
|
0.7 |
—
|
16 | 0.6% |
P
S
|
2,807 | $1,548,341 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-11-06 | |||
|
SNDK
SANDISK CORP CO...
|
Technology | 0.62% | 0.40% |
#35
20
Prev: #55
|
3.2 |
—
|
441 | 98.9% |
P
S
|
887 | $1,544,297 | 2026 Q2 | 13F Filing | 2026-09-30 | 2026-11-06 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.61% | 0.61% |
#36
1
Prev: #37
|
0.7 |
—
|
20 | 0.7% |
P
S
|
3,084 | $1,535,678 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-11-06 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 0.60% | 0.58% |
#37
2
Prev: #39
|
0.7 |
—
|
34 | 1.7% |
P
S
|
2,033 | $1,504,675 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-11-06 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 0.58% | 0.58% |
#38
2
Prev: #40
|
0.7 |
—
|
-46 | -1.2% |
P
S
|
3,896 | $1,458,302 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-11-06 | |||
|
TIP
ISHARES TR
|
ETF | 0.55% | 0.62% |
#39
3
Prev: #36
|
0.7 |
—
|
-880 | -6.2% |
P
S
|
13,308 | $1,384,592 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-11-06 | |||
|
EWY
ISHARES INC
|
ETF | 0.53% | 0.66% |
#40
5
Prev: #35
|
0.7 |
—
|
-916 | -11.2% |
P
S
|
7,275 | $1,329,725 | 2026 Q2 | 13F Filing | 2026-09-30 | 2026-11-06 | |||
|
ABBV
ABBVIE INC
|
Healthcare | 0.50% | 0.48% |
#41
8
Prev: #49
|
0.7 |
—
|
-29 | -0.6% |
P
S
|
4,753 | $1,243,337 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-11-06 | |||
|
PWR
QUANTA SVCS INC
|
Industrials | 0.50% | 0.56% |
#42
2
Prev: #44
|
0.7 |
—
|
-15 | -0.8% |
P
S
|
1,933 | $1,241,972 | 2024 Q2 | 13F Filing | 2026-09-30 | 2026-11-06 | |||
|
ISTB
ISHARES TR
|
ETF | 0.49% | 0.50% |
#43
4
Prev: #47
|
0.7 |
—
|
116 | 0.4% |
P
S
|
26,243 | $1,240,025 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-11-06 | |||
|
LRCX
LAM RESEARCH CO...
|
Technology | 0.48% | 0.61% |
#44
6
Prev: #38
|
0.7 |
—
|
129 | 3.7% |
P
S
|
3,662 | $1,203,004 | 2024 Q1 | 13F Filing | 2026-09-30 | 2026-11-06 | |||
|
SHV
ISHARES TR
|
ETF | 0.48% | 0.48% |
#45
3
Prev: #48
|
0.7 |
—
|
-34 | -0.3% |
P
S
|
10,875 | $1,199,753 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-11-06 | |||
|
TFLO
ISHARES TR
|
ETF | 0.47% | 0.47% |
#46
5
Prev: #51
|
0.7 |
—
|
-66 | -0.3% |
P
S
|
23,321 | $1,181,716 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-11-06 | |||
|
VLUE
ISHARES TR
|
ETF | 0.46% | 0.46% |
#47
5
Prev: #52
|
0.7 |
—
|
-15 | -0.3% |
P
S
|
5,796 | $1,147,664 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-11-06 | |||
|
BA
BOEING CO
|
Industrials | 0.42% | 0.55% |
#48
3
Prev: #45
|
0.7 |
—
|
-725 | -11.2% |
P
S
|
5,725 | $1,065,136 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-11-06 | |||
|
VWO
VANGUARD INTL E...
|
ETF | 0.42% | 0.40% |
#49
7
Prev: #56
|
2.2 |
—
|
965 | 5.7% |
P
S
|
17,849 | $1,058,624 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-11-06 | |||
|
AMAT
APPLIED MATLS I...
|
Technology | 0.42% | 0.56% |
#50
7
Prev: #43
|
0.7 |
—
|
95 | 4.8% |
P
S
|
2,065 | $1,055,999 | 2024 Q1 | 13F Filing | 2026-09-30 | 2026-11-06 |
Showing 1-50 of 170 holdings