Darden Wealth Group Inc
All 13F Filings
- Location
- Ann Arbor, MI
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 206,117
- 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 |
|---|---|---|---|---|---|
| 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 | 178.3 K | 87.0% | 12.67 K | 0 | 12.67 K |
| ETFs | 21.04 K | 10.3% | 2.088 K | 0 | 2.088 K |
| Debt | 4.051 K | 2.0% | 81 | 0 | 81 |
| Other | 1.573 K | 0.8% | 0 | 27 | -27 |
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Fund Snapshot
Q4 2025
Latest filed
2/9/2026
Total value ($000)
206,117
Holdings
148
QoQ value change ($000)
14,818
(7.7%)
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.