Institutional Fund
Darden Wealth Group Inc
Ann Arbor, MICIK 20112215 filings on record
Portfolio Value
$196.23M
Q1 2026
Holdings
150
Reported positions
New Buys
20
Opened this quarter
QoQ Change
-4.8%
from $206.12M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Nvidia Corporation15.5%
- Alphabet Inc5.2%
- Apple Inc4.4%
- Rocket Lab Corp3.8%
- Amazon Com Inc3.6%
- Broadcom Inc3.4%
- Other64.2%
Portfolio Holdings
150 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 174.8K | $30.49M | 15.5% | −5.3K | Reduced |
| 2 | Alphabet Inc | 35.4K | $10.17M | 5.2% | −234 | Reduced |
| 3 | Apple Inc | 33.7K | $8.56M | 4.4% | −1.1K | Reduced |
| 4 | Rocket Lab Corp | 115.6K | $7.42M | 3.8% | +8.5K | Added |
| 5 | Amazon Com Inc | 33.5K | $6.97M | 3.6% | +20 | Added |
| 6 | Broadcom Inc | 21.5K | $6.67M | 3.4% | −667 | Reduced |
| 7 | Microsoft Corp | 17.9K | $6.63M | 3.4% | −630 | Reduced |
| 8 | Alphabet Inc | 14.6K | $4.20M | 2.1% | −233 | Reduced |
| 9 | Ishares Tr | 78.1K | $3.98M | 2.0% | −1.6K | Reduced |
| 10 | Micron Technology Inc | 11.4K | $3.86M | 2.0% | +1.1K | Added |
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