Darden Wealth Group Inc ETF holdings
Ann Arbor, MI
Reported $61.3M in 69 ETFs in its Form 13F for June 30, 2026.
ETF value
$61.3M
ETFs held
69
Change from prior quarter
+10.9%
With price moves
ETFs as a share of its 13F
24.3%
of $252.3M
Top 10 of 69 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| FLOT | iShares Floating Rate Bond ETF | $4.1M | 80,936 | +2,871 shares |
| SMH | VanEck Semiconductor ETF | $3.2M | 4,951 | +376 shares |
| JAAA | Janus Henderson AAA CLO ETF | $2.9M | 58,046 | +9,979 shares |
| FPE | First Trust Preferred Securities and Income ETF | $2.7M | 151,256 | +268 shares |
| DVY | iShares Select Dividend ETF | $2.1M | 13,570 | −375 shares |
| IEMG | iShares Core MSCI Emerging Markets ETF | $2.1M | 25,523 | −36 shares |
| IJH | iShares Core S&P Mid-Cap ETF | $2.1M | 27,076 | −1,153 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $1.9M | 2,594 | −6 shares |
| IUSG | iShares Core S&P U.S. Growth ETF | $1.9M | 10,046 | −118 shares |
| IJR | iShares Core S&P Small-Cap ETF | $1.9M | 12,642 | −349 shares |
59 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002011221. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Darden Wealth Group Inc own?
Darden Wealth Group Inc reported 69 ETF positions worth $61.3M in its Form 13F for June 30, 2026. The largest was FLOT, at $4.1M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.