Darden Wealth Group Inc

Q4 2025 13F-HR Holdings

Location
Ann Arbor, MI
Holdings as of
12/31/2025
Date filed
2/9/2026
Form type
13F-HR
Num holdings
148
Total value ($000)
$206,117
Net value change ($000)
+14,818 (7.7%)
New positions
18
Sold out positions
4
Turnover %
3.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/10/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
GOOGL 2,479 28.6%
RKLB 2,431 48.2%
MU 1,250 73.1%
GOOGL 1,133 32.1%
AVGO 984 14.7%
CLS 672 43.0%
USRT 644 NEW
AAPL 638 7.2%
AMZN 572 8.0%
GDX 542 65.8%
Top Reduces (Value $000, Stocks/ETFs)
PPLT -623 -100.0%
ETN -618 -19.5%
NVDA -613 -1.8%
ORCL -461 -43.7%
META -319 -14.6%
CRWV -289 -100.0%
MSFT -276 -3.0%
IBIT -252 -100.0%
DVY -242 -10.9%
DKNG -227 -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