Arkolith/Funds/Darden Wealth Group Inc

Darden Wealth Group Inc

CIK 2011221Wealth platform
Holdings as of Jun 30, 2026·disclosed Aug 6, 2026·~37-day 13F lag·13F-HR
Active Filer

Darden Wealth Group Inc holds a focused book of 155 reported positions worth $252.3M as of Q2 2026 (disclosed Aug 6, 2026, a ~37-day 13F lag). This quarter they opened Ishares Msci South Korea ETF and trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 14% of the reported non-option book.

Darden Wealth Group Inc is a wealth platform: this book aggregates client accounts across many advisers.

How much sits in the biggest positions

Top-heavy: focused book

Top 5 holdings
34%
Top 10 holdings
47%
Top 20 holdings
60%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

76% mapped to company sectors

Information Technology
52%
ETFs / funds
24%
Industrials
12%
Consumer Discretionary
5%
Financials
4%
Health Care
2%

+7 sectors below the cut, 1% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Darden Wealth Group Inc

Manager / fundShared namesTheir $ in those
Donor Advised Charitable Giving, Inc.12 / 80$4.5B
BlueSpruce Investments, LP10 / 80$642.1M
United American Securities Inc. (d/b/a UAS Asset Management)10 / 80$453.6M
Hoffman, Alan N Investment Management10 / 80$162.2M
Prospect Hill Management, LLC8 / 80$238.7M
Greenbrier Partners Capital Management, LLC8 / 80$1.2B
Integrated Financial Solutions, Inc.22 / 80$169.0M
Draper Asset Management, LLC10 / 80$177.3M

Ranked by the share of each fund's own book sitting in the names it shares with Darden Wealth Group Inc: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

155 positions
#SecurityValueShares% PortLast moveHistory
1Nvidia Corporation
COM
$34.2M170.9K
13.6%
−2.3%
Reduced · −4K sh
2Micron Technology Inc
COM
$16.0M13.9K
6.4%
+21%
Added · +2K sh
3Alphabet Inc
CAP STK CL A
$12.6M35.1K
5.0%
−0.7%
Reduced · −238 sh
4Rocket Lab Corp
COM
$12.2M120.5K
4.9%
+4.3%
Added · +5K sh
5Apple Inc
COM
$9.8M33.7K
3.9%
−0.1%
Reduced · −27 sh
6Broadcom Inc
COM
$8.1M21.4K
3.2%
−0.6%
Reduced · −121 sh
7Amazon Com Inc
COM
$8.1M33.8K
3.2%
+0.9%
Added · +316 sh
8Crowdstrike Hldgs Inc
CL A
$7.4M9.6K
2.9%
+0.7%
Added · +63 sh
9Microsoft Corp
COM
$6.3M16.9K
2.5%
−5.5%
Reduced · −981 sh
10Alphabet Inc
CAP STK CL C
$5.2M14.7K
2.1%
+0.5%
Added · +71 sh
11Ishares TR
FLTG RATE NT ETF
$4.1M80.9K
1.6%
+3.7%
Added · +3K sh
12Arista Networks Inc
COM SHS
$3.9M23.2K
1.6%
+2.7%
Added · +622 sh
13Celestica Inc
COM
$3.6M9.8K
1.4%
+0.5%
Added · +51 sh
14Eaton Corp PLC
SHS
$3.3M7.7K
1.3%
−0.9%
Reduced · −71 sh
15Vaneck ETF Trust
SEMICONDUCTR ETF
$3.2M5.0K
1.3%
+8.2%
Added · +376 sh
16Janus Detroit STR TR
HENDRSON AAA CL
$2.9M58.0K
1.2%
+21%
Added · +10K sh
17First TR Exch Traded FD III
PFD SECS INC ETF
$2.7M151.3K
1.1%
+0.2%
Added · +268 sh
18ASML Hldg NV
N Y REGISTRY SHS
$2.3M1.2K
0.9%
+0.1%
Added · +1 sh
19RTX Corporation
COM
$2.3M12.2K
0.9%
−0.9%
Reduced · −107 sh
20Eli Lilly & Co
COM
$2.3M1.9K
0.9%
+67%
Added · +773 sh
21Ge Vernova Inc
COM
$2.3M1.9K
0.9%
+6.1%
Added · +111 sh
22Ishares TR
SELECT DIVID ETF
$2.1M13.6K
0.8%
−2.7%
Reduced · −375 sh
23Ishares Inc
CORE MSCI EMKT
$2.1M25.5K
0.8%
−0.1%
Reduced · −36 sh
24Applovin Corp
COM CL A
$2.1M4.1K
0.8%
−8.0%
Reduced · −354 sh
25Ishares TR
CORE S&P MCP ETF
$2.1M27.1K
0.8%
−4.1%
Reduced · −1K sh
26Marvell Technology Inc
COM
$2.1M7.0K
0.8%
+27%
Added · +1K sh
27JPMorgan Chase & Co
COM
$2.0M6.2K
0.8%
+5.7%
Added · +336 sh
28Advanced Micro Devices Inc
COM
$2.0M3.5K
0.8%
+12%
Added · +365 sh
29Trane Technologies PLC
SHS
$2.0M4.1K
0.8%
+1.0%
Added · +41 sh
30Palo Alto Networks Inc
COM
$1.9M5.7K
0.8%
+1.1%
Added · +60 sh
31State STR SPDR S&P 500 ETF T
TR UNIT
$1.9M2.6K
0.8%
−0.2%
Reduced · −6 sh
32Ishares TR
CORE S&P US GWT
$1.9M10.0K
0.7%
−1.2%
Reduced · −118 sh
33Ishares TR
CORE S&P SCP ETF
$1.9M12.6K
0.7%
−2.7%
Reduced · −349 sh
34SPDR Gold TR
GOLD SHS
$1.9M5.0K
0.7%
+4.6%
Added · +220 sh
35Ishares Inc
MSCI STH KOR ETF
$1.7M8.2K
0.7%
New
New position
36Ishares TR
TIPS BD ETF
$1.6M14.2K
0.6%
−0.2%
Reduced · −32 sh
37Berkshire Hathaway Inc Del
CL B NEW
$1.5M3.1K
0.6%
−2.9%
Reduced · −90 sh
38Lam Research Corp
COM NEW
$1.5M3.5K
0.6%
−0.9%
Reduced · −32 sh
39Invesco QQQ TR
UNIT SER 1
$1.5M2.0K
0.6%
−0.2%
Reduced · −5 sh
40Vanguard Index FDS
TOTAL STK MKT
$1.5M3.9K
0.6%
+2.6%
Added · +99 sh
41Mastercard Incorporated
CL A
$1.4M2.8K
0.6%
−1.7%
Reduced · −49 sh
42Astera Labs Inc
COM
$1.4M3.0K
0.6%
+6.5%
Added · +180 sh
43Applied Matls Inc
COM
$1.4M2.0K
0.6%
Held
44Quanta Svcs Inc
COM
$1.4M1.9K
0.6%
+8.2%
Added · +148 sh
45Boeing Co
COM
$1.4M6.5K
0.6%
−6.8%
Reduced · −475 sh
46Arm Holdings PLC
SPONSORED ADS
$1.4M3.9K
0.6%
New
New position
47Ishares TR
CORE 1 5 YR USD
$1.3M26.1K
0.5%
−0.8%
Reduced · −225 sh
48Ishares TR
TRUST ISHARE 0-1
$1.2M10.9K
0.5%
+0.9%
Added · +96 sh
49Abbvie Inc
COM
$1.2M4.8K
0.5%
+0.1%
Added · +7 sh
50Argan Inc
COM
$1.2M1.5K
0.5%
+3.4%
Added · +50 sh
Showing 50 of 155 positions
Build

Ask your agent what Darden Wealth Group Inc owns

This wealth platform page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/funds/2011221/holdings"
Ask your agent
Use Arkolith to show Darden Wealth Group Inc's latest
holdings, largest changes, and filing provenance.

Filing history

As-of date vs the date the SEC received each filing

$252.3M · Q2 2026Q3 2025 · $191.3MQ2 2026 · $252.3M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Aug 6, 202637d155$252.3M13F-HR
Q1 2026Mar 31, 2026May 8, 202638d150$196.2M13F-HR
Q4 2025Dec 31, 2025Feb 9, 202640d148$206.1M13F-HR
Q3 2025Sep 30, 2025Nov 10, 202541d134$191.3M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.