Darden Wealth Group Inc

Q1 2026 13F-HR Holdings

Location
Ann Arbor, MI
Holdings as of
3/31/2026
Date filed
5/8/2026
Form type
13F-HR
Num holdings
150
Total value ($000)
$196,233
Net value change ($000)
-9,884 (-4.8%)
New positions
20
Sold out positions
18
Turnover %
6.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/9/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
MU 904 30.5%
AGX 790 NEW
HGER 734 NEW
IEMG 603 51.1%
FTAI 556 NEW
FITB 551 NEW
MRVL 541 NEW
CLS 517 23.1%
VWO 473 107.5%
GLD 442 27.1%
Top Reduces (Value $000, Stocks/ETFs)
NVDA -3,100 -9.2%
MSFT -2,337 -26.1%
CLOZ -1,327 -79.4%
AVGO -1,019 -13.3%
GDX -1,016 -74.4%
GOOGL -973 -8.7%
META -924 -49.4%
AAPL -922 -9.7%
AMZN -750 -9.7%
APP -750 -29.9%
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