Darden Wealth Group Inc
All 13F Filings
- Location
- Ann Arbor, MI
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 196,233
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| 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 |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 144.4 K | 74.0% | 0 | 33.83 K | -33.83 K |
| ETFs | 46.64 K | 23.9% | 25.6 K | 0 | 25.6 K |
| Debt | 3.977 K | 2.0% | 0 | 74 | -74 |
| Other | 0 | 0.0% | 0 | 1.573 K | -1.573 K |
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Fund Snapshot
Q1 2026
Latest filed
5/8/2026
Total value ($000)
196,233
Holdings
150
QoQ value change ($000)
-9,884
(-4.8%)
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.