Darden Wealth Group Inc

Q3 2025 13F-HR Holdings

Location
Ann Arbor, MI
Holdings as of
9/30/2025
Date filed
11/10/2025
Form type
13F-HR
Num holdings
134
Total value ($000)
$191,299
Net value change ($000)
+25,459 (15.4%)
New positions
17
Sold out positions
15
Turnover %
6.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/31/2025 Next filing: 2/9/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
NVDA 4,573 15.4%
GOOGL 2,347 37.1%
RKLB 2,109 72.0%
AAPL 1,510 20.6%
AVGO 1,394 26.3%
APP 1,354 109.6%
GOOGL 995 39.2%
ANET 973 47.4%
CLOZ 938 189.1%
GDX 824 NEW
Top Reduces (Value $000, Stocks/ETFs)
NOW -1,633 -100.0%
NEE -599 -100.0%
MELI -559 -51.5%
EWG -359 -100.0%
IBM -342 -100.0%
BSV -316 -100.0%
ATI -294 -100.0%
ISRG -277 -100.0%
XLV -269 -100.0%
GNRC -262 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type