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David McNeely

Darden Wealth Group Inc

Assets Managed
$196.233M
Holdings
150
Last Quarter
2026 - Q1
Filed Date
2mo 3d ago
Growth Rate
-4.79%(2Q avg: 1.48%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Darden Wealth Group Inc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 150 positions.

Assets under management

The assets under management (AUM) of Darden Wealth Group Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 196.233M in assets, with a quarterly growth rate of -4.79% and a 2-quarter average growth rate of 1.48%. The portfolio is managed by David McNeely, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
NVDA
Nvidia Corp
Recent Activity
Decreased -2.92%
15.54%
$30.493M
174,847 shares@ $174.41 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -0.65%
5.19%
$10.174M
35,378 shares@ $287.57 avg price
AAPL
Apple Inc
Recent Activity
Decreased -3.28%
4.37%
$8.56M
33,729 shares@ $253.8 avg price
RKLB
Rocket Lab Corp
Recent Activity
Increased 7.92%
3.79%
$7.421M
115,558 shares@ $64.23 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 0.06%
3.56%
$6.974M
33,483 shares@ $208.28 avg price
AVGO
Broadcom Inc
Recent Activity
Decreased -3%
3.4%
$6.668M
21,542 shares@ $309.52 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -3.39%
3.38%
$6.628M
17,906 shares@ $370.18 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -1.56%
2.15%
$4.2M
14,642 shares@ $286.86 avg price
FLOT
Ishares Floating Rate Bond E
Recent Activity
Decreased -1.98%
2.03%
$3.977M
78,065 shares@ $50.96 avg price
MU
Micron Technology Inc
Recent Activity
Increased 10.25%
1.97%
$3.865M
11,439 shares@ $337.85 avg price

1-10 of 150