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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
PPLT
151
abrdn Physical Platinum Shares ETF
PPLT
$1.81B
– –
-43,600
Closed -$623K
CRWV
152
CoreWeave
CRWV
$39.2B
– –
-2,110
Closed -$289K
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.