Fund Holdings

Darden Wealth Group Inc

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
ALPHABET INC(GOOG)035,378+35,378010,173,5335.18%+10,173,533
ALPHABET INC(GOOG)014,642+14,64204,200,2042.14%+4,200,204
EATON CORP(ETN)07,753+7,75302,773,2151.41%+2,773,215
JANUS DETROIT STR TR048,067+48,06702,421,1441.23%+2,421,144
SELECT SECTOR SPDR TR017,384+17,38401,064,9690.54%+1,064,969
DIMENSIONAL ETF TRUST026,170+26,17001,019,5830.52%+1,019,583
CHEVRON CORPORATION(CVX)04,809+4,8090994,9820.51%+994,982
MICRON TECHNOLOGY INC(MU)10,37611,439+1,0632,961,4823,864,6391.97%+903,157
COSTCO WHOLESALE CORPORATION(COST)0830+8300827,2470.42%+827,247
ARGAN INC01,450+1,4500789,7420.40%+789,742
HARBOR ETF TRUST023,675+23,6750734,1610.37%+734,161
ISHARES INC17,55125,559+8,0081,179,8061,782,8000.91%+602,994
FTAI AVIATION LTD(FTAI)02,270+2,2700556,1500.28%+556,150
FIFTH THIRD BANCORP(FITB)011,858+11,8580550,9590.28%+550,959
SPDR SERIES TRUST05,526+5,5260549,5050.28%+549,505
MARVELL TECHNOLOGY INC(MRVL)05,465+5,4650541,3080.28%+541,308
SELECT SECTOR SPDR TR04,014+4,0140533,4620.27%+533,462
CELESTICA INC(CLS)7,5639,773+2,2102,235,7032,752,8911.40%+517,188
VANGUARD INTL EQUITY INDEX F8,18416,884+8,700439,972912,5800.47%+472,608
SPDR GOLD TR(GLD)4,1234,824+7011,633,9862,075,7181.06%+441,732
AMERICAN CENTY ETF TR3,1006,600+3,500316,138729,1020.37%+412,964
SELECT SECTOR SPDR TR02,479+2,4790363,4460.19%+363,446
GE VERNOVA INC(GEV)1,8561,806-501,213,0261,576,4570.80%+363,431
VANGUARD INDEX FDS1,5102,610+1,100389,711683,8200.35%+294,109
ASML HLDG NV1,1681,16801,250,1471,543,4540.79%+293,307
SELECT SECTOR SPDR TR06,332+6,3320290,5910.15%+290,591
INVESCO EXCH TRADED FD TR II04,063+4,0630284,0730.14%+284,073
DATADOG INC(DDOG)02,400+2,4000283,3200.14%+283,320
VISTA ENERGY S.A.B. DE C.V.(VIST)03,700+3,7000279,2390.14%+279,239
INVESCO EXCH TRADED FD TR II05,509+5,5090272,8430.14%+272,843
EA SERIES TRUST04,985+4,9850272,4300.14%+272,430
QUANTA SVCS INC1,7001,800+100717,502988,2360.50%+270,734
SSGA ACTIVE ETF TR06,500+6,5000260,9100.13%+260,910
CAMECO CORP(CCJ)02,400+2,4000260,6640.13%+260,664
ISHARES TR05,491+5,4910253,6530.13%+253,653
ISHARES TR2,5223,584+1,062541,600784,0360.40%+242,436
DEERE & CO(DE)0399+3990224,7560.11%+224,756
TAIWAN SEMICONDUCTOR MANUFAC(TSM)1,1201,670+550340,478564,5250.29%+224,047
AXCELIS TECHNOLOGIES INC02,385+2,3850221,9950.11%+221,995
INTERNATIONAL BUSINESS MACHS(IBM)0909+9090220,4540.11%+220,454
JPMORGAN CHASE & CO(JPM)4,6705,845+1,1751,505,0591,719,6310.88%+214,572
GOLDMAN SACHS PHYSICAL GOLD(AAAU)04,608+4,6080212,8430.11%+212,843
VANGUARD STAR FDS02,709+2,7090208,9620.11%+208,962
FIRST TR EXCHANGE TRADED FD05,270+5,2700207,8250.11%+207,825
INVESCO EXCH TRD SLF IDX FD011,000+11,0000205,2640.10%+205,264
INVESCO EXCH TRD SLF IDX FD010,000+10,0000204,2300.10%+204,230
INVESCO EXCH TRD SLF IDX FD012,000+12,0000200,6290.10%+200,629
INVESCO EXCH TRD SLF IDX FD012,000+12,0000197,5200.10%+197,520
VANECK ETF TRUST4,4054,575+1701,586,5021,754,3080.89%+167,806
LAM RESEARCH CORP(LRCX)3,4703,565+95593,995761,6970.39%+167,702
APPLIED MATLS INC1,9701,9700506,270673,3260.34%+167,056
COMFORT SYS USA INC(FIX)220270+50205,324372,3270.19%+167,003
EXXON MOBIL CORP(XOM)1,6752,075+400201,570352,0440.18%+150,474
RTX CORPORATION(RTX)12,20712,337+1302,238,7642,379,8071.21%+141,043
ISHARES TR14,04513,945-1001,982,4152,111,5491.08%+129,134
ISHARES INC6,3008,000+1,700200,151307,1200.16%+106,969
TRANE TECHNOLOGIES PLC(TT)4,0454,030-151,574,3761,679,5280.86%+105,152
NEXTERA ENERGY INC(NEE)8,3168,3160667,608772,3900.39%+104,782
IES HOLDINGS INC(IESC)520615+95202,290293,0290.15%+90,739
ISHARES SILVER TRUST(SLV)6,8867,798+912443,596531,3550.27%+87,759
VANGUARD CHARLOTTE FDS12,47714,278+1,801602,923686,0770.35%+83,154
J P MORGAN EXCHANGE TRADED F8,1129,962+1,850471,469553,0900.28%+81,621
LOCKHEED MARTIN CORP(LMT)6306300304,712380,7650.19%+76,053
GILEAD SCIENCES INC(GILD)4,5394,5390557,127632,6110.32%+75,484
WALMART INC(WMT)5,7955,7950645,716720,3080.37%+74,592
LINDE PLC(LIN)1,0061,0060428,948498,7340.25%+69,786
CATERPILLAR INC(CAT)5105100292,274361,4930.18%+69,219
LUMENTUM HLDGS INC(LITE)098+98068,8700.04%+68,870
JOHNSON & JOHNSON(JNJ)2,3472,247-100485,712549,2560.28%+63,544
BWX TECHNOLOGIES INC(BWXT)1,9601,9600338,766400,8000.20%+62,034
SCHWAB STRATEGIC TR15,31915,321+2420,221470,0650.24%+49,844
NORTHROP GRUMMAN CORP(NOC)4304300245,190293,3630.15%+48,173
FIRST TR EXCHANGE TRADED FD4,7014,601-100462,203509,7200.26%+47,517
ISHARES TR28,27728,229-481,866,3061,906,3060.97%+40,000
ISHARES TR13,13012,991-1391,577,9851,614,9550.82%+36,970
AMGEN INC(AMGN)1,5041,5040492,274529,1820.27%+36,908
ISHARES TR5,8685,852-16802,359832,2190.42%+29,860
TCW ETF TRUST6,5007,265+765257,400285,2960.15%+27,896
ISHARES TR11,30011,3000643,648668,8470.34%+25,199
ISHARES TR6836830205,781224,5780.11%+18,797
GENERAC HLDGS INC(GNRC)2,0001,480-520272,740289,0880.15%+16,348
VANGUARD WORLD FD1,1301,1300337,179352,8180.18%+15,639
COCA COLA CO(KO)5,3315,081-250372,690386,4100.20%+13,720
NEBIUS GROUP N.V.(NBIS)2,8652,415-450239,815250,5800.13%+10,765
TJX COS INC(TJX)1,7051,7050261,905272,2880.14%+10,383
ASTERA LABS INC(ALAB)1,7752,775+1,000295,289304,1400.15%+8,851
PROCTER & GAMBLE CO(PG)3,3533,3530480,661484,4500.25%+3,789
ISHARES TR4,2334,2330402,516404,7590.21%+2,243
ISHARES TR19,33319,633+300828,818830,6880.42%+1,870
FIRST TR EXCHNG TRADED FD VI8,2028,2020231,650229,6800.12%-1,970
INVESCO EXCH TRD SLF IDX FD10,00010,0000208,750205,8790.10%-2,871
ISHARES TR25,90325,833-70596,417591,8340.30%-4,583
SACHEM CAP CORP25,00020,509-4,49126,00020,7150.01%-5,285
J P MORGAN EXCHANGE TRADED F11,22511,229+4642,519636,5040.32%-6,015
SITIME CORP(SITM)8808800310,807303,9080.15%-6,899
ISHARES TR23,76123,536-2251,199,0211,191,6690.61%-7,352
VANGUARD SPECIALIZED FUNDS1,3711,353-18301,467291,0020.15%-10,465
ISHARES TR3493490239,044227,9700.12%-11,074
ISHARES TR1,9071,9070245,759231,1840.12%-14,575
ISHARES TR11,00410,813-1911,212,1721,193,7040.61%-18,468
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