Darden Wealth Group Inc
SEC Form 13F institutional filer · CIK 0002011221
13F-HR · 74 reported holdings · 2026-03-31
Reported long-US-equity value
$0.15B
Top-10 concentration
62.9%
Darden Wealth Group Inc — $146M AUM allocation strategy
Darden Wealth Group Inc files SEC Form 13F and reports $146M of long US equity value across 74 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 42.9%, followed by Communication Services 11.0% and Industrials 6.9%.
The top 10 holdings account for 63% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Darden Wealth Group Inc — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$146M
total across 74 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
63% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$GS +2.54K sh · +$12.6K+$IVZ +2.35K sh · −$55.3K+$JPM +1.18K sh · +$215K
Biggest trims (shares)
−$IVV −9.78K sh · −$837K−$NVDA −5.28K sh · −$3.1M−$PANW −2.52K sh · −$599K
Exited to nil (held last quarter, gone now)
$ORCL ($594K last qtr)$APO ($246K last qtr)$DIS ($231K last qtr)$ISRG ($227K last qtr)$CEG ($212K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors28.0%—
- Interactive Media & Services9.8%—
- Systems Software7.1%—
- Technology Hardware, Storage & Peripherals5.9%—
- Broadline Retail4.8%—
- Aerospace & Defense2.8%—
- Communications Equipment1.9%—
- Electrical Components & Equipment1.9%—
- Other holdings37.8%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
9 of 9 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $NVDA | NVIDIA Corporation | 175K | $30.5M | -5.28K | 20.8% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 35.4K | $10.2M | -234 | 6.9% |
| $AAPL | Apple Inc | 33.7K | $8.56M | -1.15K | 5.8% |
| $AMZN | Amazon.com Inc | 33.5K | $6.97M | +20 | 4.8% |
| $AVGO | Broadcom Inc | 21.5K | $6.67M | -667 | 4.6% |
| $MSFT | Microsoft Corporation | 17.9K | $6.63M | -630 | 4.5% |
| $GOOGL | Alphabet Inc | 14.6K | $4.2M | -233 | 2.9% |
| $MU | Micron Technology Inc | 11.4K | $3.86M | +1.06K | 2.6% |
| $CRWD | CrowdStrike Holdings Inc | 9.57K | $3.74M | +544 | 2.6% |
…and 65 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
Newsletter signup
Free subscription. Daily trading day morning dispatch. No spam.