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DWG

Darden Wealth Group Portfolio holdings

AUM $196M
1-Year Est. Return 48.82%
This Fund
S&P 500
This Quarter Est. Return
+5.9%
1 Year Est. Return
+48.82%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$206M
AUM Growth
+$14.8M
Cap. Flow
+$7.36M
Cap. Flow %
3.57%
Top 10 Hldgs %
48.04%
Holding
152
New
18
Increased
47
Reduced
50
Closed
4

Top Buys

Rank Stock Value
1
CRWD icon
CrowdStrike
CRWD
+$689K
2
AVGO icon
Broadcom
AVGO
+$676K
3
USRT icon
iShares Core US REIT ETF
USRT
+$654K
4
SYM icon
Symbotic
SYM
+$484K
5
JEPQ icon
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
+$471K

Top Sells

Rank Stock Value
1
PPLT
abrdn Physical Platinum Shares ETF
PPLT
+$623K
2
NVDA icon
NVIDIA
NVDA
+$597K
3
CRWV
CoreWeave
CRWV
+$289K
4
IBIT icon
iShares Bitcoin Trust
IBIT
+$252K
5
DFAI
Dimensional International Core Equity Market ETF
DFAI
+$245K

Sector Composition

Rank Sector Weight
1 Technology 39.41%
2 Industrials 10.45%
3 Communication Services 10.03%
4 Consumer Discretionary 4.88%
5 Financials 3.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NOC icon
126
Northrop Grumman
NOC
$77.8B
$245K 0.12%
430
– –
NBIS
127
Nebius Group N.V.
NBIS
$47.9B
$240K 0.12%
2,865
-265
-8% -$27.5K
IVV icon
128
iShares Core S&P 500 ETF
IVV
$872B
$239K 0.12%
349
-28
-7% -$19K
BUFD icon
129
FT Vest Fund of Deep Buffer ETFs
BUFD
$1.94B
$232K 0.11%
8,202
+500
+6% +$13.9K
DIS icon
130
Walt Disney
DIS
$167B
$231K 0.11%
2,032
-335
-14% -$36.9K
ISRG icon
131
Intuitive Surgical
ISRG
$126B
$227K 0.11%
+400
New +$213K
CEG icon
132
Constellation Energy
CEG
$96.4B
$212K 0.1%
+600
New +$218K
CIBR icon
133
First Trust NASDAQ Cybersecurity ETF
CIBR
$14.1B
$212K 0.1%
2,960
-200
-6% -$15K
BSCW icon
134
Invesco BulletShares 2032 Corporate Bond ETF
BSCW
$1.48B
$209K 0.1%
10,000
– –
BSCT icon
135
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.9B
$207K 0.1%
11,000
– –
BSCS icon
136
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$3.55B
$206K 0.1%
10,000
– –
SOXX icon
137
iShares Semiconductor ETF
SOXX
$43B
$206K 0.1%
+683
New +$201K
AVAV icon
138
AeroVironment
AVAV
$7.71B
$206K 0.1%
850
+70
+9% +$22K
FIX icon
139
Comfort Systems
FIX
$61.2B
$205K 0.1%
+220
New +$203K
QCOM icon
140
Qualcomm
QCOM
$179B
$205K 0.1%
+1,196
New +$205K
BSCU icon
141
Invesco BulletShares 2030 Corporate Bond ETF
BSCU
$2.65B
$203K 0.1%
12,000
– –
IESC icon
142
IES Holdings
IESC
$12.4B
$202K 0.1%
520
– –
XOM icon
143
ExxonMobil
XOM
$642B
$202K 0.1%
+1,675
New +$194K
TOST icon
144
Toast
TOST
$17.5B
$201K 0.1%
+5,670
New +$204K
BSCV icon
145
Invesco BulletShares 2031 Corporate Bond ETF
BSCV
$1.76B
$200K 0.1%
12,000
– –
JUST icon
146
Goldman Sachs JUST US Large Cap Equity ETF
JUST
$557M
$200K 0.1%
+2,070
New +$198K
EWZ icon
147
iShares MSCI Brazil ETF
EWZ
$9.04B
$200K 0.1%
+6,300
New +$199K
SACH
148
Sachem Capital Corp
SACH
$38.6M
$26K 0.01%
25,000
-7,016
-22% -$7.49K
DKNG icon
149
DraftKings
DKNG
$11.7B
– –
-6,060
Closed -$227K
IBIT icon
150
iShares Bitcoin Trust
IBIT
$48.4B
– –
-3,882
Closed -$252K
3 4 5
6
7

Similar funds

CCP
Cyrus Capital Partners New York $196M AUM 123.68% 1-Year Est. Return
FCM
FourWorld Capital Management New York $196M AUM 42.39% 1-Year Est. Return
NWA
Navis Wealth Advisors Rye Brook, New York $196M AUM 33.05% 1-Year Est. Return
LWA
Legacy Wealth Advisors Miami, Florida $196M AUM
CA
Continental Advisors Park City, Utah $196M AUM 24.19% 1-Year Est. Return
CCP
Cunning Capital Partners Morrisville, North Carolina $197M AUM 51.55% 1-Year Est. Return
LFASL
Lugano Financial Advisors SA (LFA) Lugano, Switzerland $197M AUM 14.82% 1-Year Est. Return
PCMM
Piedmont Capital Management (Montana) Whitefish, Montana $197M AUM 24.07% 1-Year Est. Return

Darden Wealth Group's Q4 2025 Portfolio in Review

As of Q4 2025, Darden Wealth Group held 152 positions worth $206M, up 7.7% from $191M the previous quarter. Its ten largest holdings account for 48% of the portfolio.

Darden Wealth Group deployed $7.36M of net new capital in Q4 2025, opening 18 new positions and adding to 47 existing holdings. Its largest new stake was iShares Core US REIT ETF: 11,300 shares worth $644K.

By sector, the portfolio is most concentrated in Technology at 39% of assets, down from 40% a quarter earlier, followed by Industrials and Communication Services.

On the sell side, the largest reduction was NVIDIA, an estimated $597K trimmed.

  • Darden Wealth Group's largest Q4 2025 buy was iShares Core US REIT ETF: 11,300 shares worth $644K.
  • Darden Wealth Group added most to CrowdStrike in Q4 2025, an estimated $689K increase.
  • Darden Wealth Group's biggest Q4 2025 reduction was NVIDIA, cutting an estimated $597K.
  • Darden Wealth Group fully exited abrdn Physical Platinum Shares ETF in Q4 2025, selling an estimated $623K.
  • Darden Wealth Group's ten largest holdings make up 48% of its $206M portfolio in Q4 2025.
  • Darden Wealth Group opened 18 new positions and closed 4 in Q4 2025.
  • Darden Wealth Group's portfolio value rose 7.7% quarter-over-quarter to $206M.

Based on Darden Wealth Group's 13F filing for Q4 2025, filed 9 Feb 2026.