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Darden Wealth Group Inc.
Darden Wealth Group Inc is a Michigan-based independent wealth management and investment advisory firm founded in 2018. The firm serves individuals (including high net worth investors), small businesses, pension plans, and charitable organizations, offering services such as financial planning, portfolio management, pension consulting, and educational seminars. With approximately 4-5 employees and total AUM of $250.3 million, Darden Wealth Group employs a family office approach to multi-generational wealth management, delivering fiduciary care and personalized service from its Ann Arbor headquarters.
Investment Strategy
Darden Wealth Group utilizes a bespoke, client-focused investment approach that eschews model portfolios in favor of individualized security selection within public markets and retirement plan assets. Led by credentialed strategists, investment management includes social, economic, and political analysis as well as socially conscious investing. Their comprehensive service suite emphasizes holistic wealth planning, active portfolio management, and, for select private clients, hedging strategies. The group provides independent, open-architecture guidance and acts as fiduciaries for multi-generational families and institutional accounts.
Latest 13F Filing Activity
Darden Wealth Group Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 131 equity positions with a total 13F market value of $166M. The fund increased holdings in Nvidia Corporation, Rocket Lab Corp., Microsoft Corp. among other positions. Darden Wealth Group Inc. reduced exposure to Apple Inc., Rocket Lab USA Inc., Unitedhealth Group Inc. among others.
Top Holdings
Equity Positions (131)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 17.87% | $29.6M | 187,564 | $49.52 | $157.99 | +$8.7M |
M MSFT | MICROSOFT CORP | 5.32% | $8.8M | 17,729 | $384.66 | $497.41 | +$2.1M |
A AMZN | AMAZON COM INC | 4.44% | $7.4M | 33,558 | $154.02 | $219.39 | +$772.1K |
A AAPL | APPLE INC | 4.42% | $7.3M | 35,748 | $195.96 | $205.17 | -$1.5M |
| ALPHABET INC | 3.81% | $6.3M | 35,867 | $139.69 | $176.23 | +$393.2K |
Industry Allocation
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