Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Darden Wealth Group Inc (CIK 2011221) reported $252.3M across 155 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: NVDA ($34.2M, 13.55%), MU ($16.0M, 6.35%), GOOGL ($12.6M, 4.98%), RKLB ($12.2M, 4.85%), AAPL ($9.8M, 3.86%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $34.2M | 13.55% | 170,889 | Trimmed |
| 2 | MU | MICRON TECHNOLOGY INC | $16.0M | 6.35% | 13,886 | Added |
| 3 | GOOGL | ALPHABET INC | $12.6M | 4.98% | 35,140 | Trimmed |
| 4 | RKLB | ROCKET LAB CORP | $12.2M | 4.85% | 120,484 | Added |
| 5 | AAPL | APPLE INC | $9.8M | 3.86% | 33,702 | Trimmed |
| 6 | AVGO | BROADCOM INC | $8.1M | 3.21% | 21,421 | Trimmed |
| 7 | AMZN | AMAZON COM INC | $8.1M | 3.19% | 33,799 | Added |
| 8 | CRWD | CROWDSTRIKE HLDGS INC | $7.4M | 2.91% | 9,632 | Added |
| 9 | MSFT | MICROSOFT CORP | $6.3M | 2.50% | 16,925 | Trimmed |
| 10 | GOOG | ALPHABET INC | $5.2M | 2.06% | 14,713 | Added |
| 11 | FLOT | ISHARES TR | $4.1M | 1.64% | 80,936 | Added |
| 12 | ANET | ARISTA NETWORKS INC | $3.9M | 1.57% | 23,249 | Added |
| 13 | CLS | CELESTICA INC | $3.6M | 1.42% | 9,824 | Added |
| 14 | ETN | EATON CORP PLC | $3.3M | 1.30% | 7,682 | Trimmed |
| 15 | SMH | VANECK ETF TRUST | $3.2M | 1.29% | 4,951 | Added |
| 16 | JAAA | JANUS DETROIT STR TR | $2.9M | 1.16% | 58,046 | Added |
| 17 | FPE | FIRST TR EXCH TRADED FD III | $2.7M | 1.07% | 151,256 | Added |
| 18 | LLY | ELI LILLY & CO | $2.3M | 0.92% | 1,932 | Added |
| 19 | ASML | ASML HLDG NV | $2.3M | 0.92% | 1,169 | Added |
| 20 | RTX | RTX CORPORATION | $2.3M | 0.92% | 12,230 | Trimmed |
| 21 | GEV | GE VERNOVA INC | $2.3M | 0.89% | 1,917 | Added |
| 22 | DVY | ISHARES TR | $2.1M | 0.84% | 13,570 | Trimmed |
| 23 | IEMG | ISHARES INC | $2.1M | 0.84% | 25,523 | Trimmed |
| 24 | IJH | ISHARES TR | $2.1M | 0.83% | 27,076 | Trimmed |
| 25 | APP | APPLOVIN CORP | $2.1M | 0.83% | 4,059 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30