Darden Wealth Group Inc

Q2 2026 13F-HR Holdings

Location
Ann Arbor, MI
Holdings as of
6/30/2026
Date filed
8/6/2026
Form type
13F-HR
Num holdings
155
Total value ($000)
$252,330
Net value change ($000)
+56,097 (28.6%)
New positions
19
Sold out positions
14
Turnover %
6.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/8/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 12,164 314.7%
RKLB 4,826 65.0%
NVDA 3,700 12.1%
CRWD 3,615 96.8%
GOOGL 2,384 23.4%
EWY 1,654 NEW
MRVL 1,530 282.8%
SMH 1,493 85.1%
AVGO 1,424 21.4%
ARM 1,388 NEW
Top Reduces (Value $000, Stocks/ETFs)
XLE -1,065 -100.0%
CVX -995 -100.0%
HGER -734 -100.0%
SYM -687 -100.0%
SLV -531 -100.0%
IEFA -509 -100.0%
PLTR -503 -67.0%
PG -484 -100.0%
BNDX -450 -65.6%
MSFT -314 -4.7%
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