Darden Wealth Group Inc

Q3 2026 13F-HR Holdings

Location
Ann Arbor, MI
Holdings as of
9/30/2026
Date filed
11/6/2026
Form type
13F-HR
Num holdings
157
Total value ($000)
$250,885
Net value change ($000)
-1,445 (-0.6%)
New positions
16
Sold out positions
14
Turnover %
4.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/6/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
NVDA 3,847 11.3%
CRWD 3,089 42.0%
MSFT 2,178 34.5%
AAPL 1,500 15.4%
ANET 800 20.3%
SNDK 531 52.4%
WDC 500 NEW
PANW 499 25.7%
TXG 479 NEW
AMD 462 23.0%
Top Reduces (Value $000, Stocks/ETFs)
RKLB -3,888 -31.7%
APP -1,563 -74.7%
AGX -1,198 -100.0%
MU -944 -5.9%
GOOGL -811 -6.5%
SMIG -742 -100.0%
IREN -677 -100.0%
ALAB -662 -46.4%
FTAI -563 -100.0%
COHR -548 -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