Darden Wealth Group Inc
RIA/Wealth
Darden Wealth Group Inc is a RIA/Wealth based in Ann Arbor, MI led by Andrea Bernardini Darden, reporting $302.1M in AUM as of Q3 2025 with 41% Technology concentration, 18% allocation to NVDA, and 41% technology allocation.
CEOAndrea Bernardini Darden
- Portfolio Value
- $191.0M
- Positions
- 133
- Top Holding
- NVDA at 17.91%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Darden Wealth Group Inc's portfolio (47.7% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Semiconductors Technology | $34.2M | 17.91% | -$790.2K Sold | 0.00% 183.3K shares | |
Software - Infrastructure Technology | $9.2M | 4.84% | +$58.0K Bought | 0.00% 17.8K shares | |
Consumer Electronics Technology | $8.8M | 4.63% | -$258.7K Sold | 0.00% 34.7K shares | |
Internet Content & Information Communication Services | $8.7M | 4.54% | -$51.1K Sold | 0.00% 35.7K shares | |
Specialty Retail Consumer Cyclical | $7.2M | 3.75% | -$216.7K Sold | 0.00% 32.6K shares | |
Semiconductors Technology | $6.7M | 3.51% | +$349.4K Bought | 0.00% 20.3K shares | |
Aerospace & Defense Industrials | $5.0M | 2.64% | +$1.1M Bought | 0.02% 105.2K shares | |
ETF ETF | $4.0M | 2.08% | +$93.6K Bought | — 77.7K shares | |
Software - Infrastructure Technology | $3.8M | 1.97% | +$278.5K Bought | 0.00% 7.7K shares | |
Internet Content & Information Communication Services | $3.5M | 1.85% | +$47.5K Bought | 0.00% 14.5K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Darden Wealth Group Inc's latest filing
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Analytics
Portfolio insights and performance metrics for Darden Wealth Group Inc
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