Darden Wealth Group Inc
All 13F Filings
- Location
- Ann Arbor, MI
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 252,330
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/6/2026 | 155 | 252,330 | 13F-HR | Darden Wealth Group Inc |
| Q1 2026 | 5/8/2026 | 150 | 196,233 | 13F-HR | Darden Wealth Group Inc |
| Q4 2025 | 2/9/2026 | 148 | 206,117 | 13F-HR | Darden Wealth Group Inc |
| Q3 2025 | 11/10/2025 | 134 | 191,299 | 13F-HR | Darden Wealth Group Inc |
| Q2 2025 | 7/31/2025 | 132 | 165,840 | 13F-HR | Darden Wealth Group Inc |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 195.4 K | 77.8% | 50.93 K | 0 | 50.93 K |
| ETFs | 51.66 K | 20.6% | 5.026 K | 0 | 5.026 K |
| Debt | 4.132 K | 1.6% | 155 | 0 | 155 |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
8/6/2026
Total value ($000)
252,330
Holdings
155
QoQ value change ($000)
56,097
(28.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.