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Veridan Wealth

Latest statistics and disclosures from Veridan Wealth's latest quarterly 13F-HR filing:

Top 5 stock holdings are Mr Cooper Group, WFC, IUSB, IWY, BIV, and represent 51.35% of Veridan Wealth's stock portfolio.
Added to shares of these 10 stocks: VB, MGV, IWX, VO, VOE, IWL, SCHG, IWP, IWY, VTV.
Reduced shares in these 10 stocks: Mr Cooper Group, , RWL, LLY, NVDA, GOOGL, GOOG, AMZN, META, HFXI.
Sold out of its positions in RWL, LLY, NOW.
Veridan Wealth was a net seller of stock by $-2.0M.
Veridan Wealth has $290M in assets under management (AUM), dropping by 16.52%.
Central Index Key (CIK): 0002052405

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Positions held by Veridan Wealth consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Veridan Wealth

Veridan Wealth holds 79 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Mr Cooper Group	39.2	$114M		540k	210.79	View chart
Wells Fargo & Company (WFC)	4.0	$12M		137k	83.82	View chart
Ishares Tr Core Total Usd (IUSB)	3.0	$8.6M		185k	46.71	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	2.8	$8.2M		30k	273.65	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	2.4	$7.0M		90k	78.09	View chart
Ishares Tr Rus Top 200 Etf (IWL)	2.1	$6.0M		36k	166.10	View chart
Ishares Tr S&p 100 Etf (OEF)	2.1	$6.0M		18k	332.84	View chart
Ishares Tr Rus Tp200 Vl Etf (IWX)	2.0	$5.8M	+2%	66k	87.88	View chart
Vanguard World Mega Cap Val Etf (MGV)	2.0	$5.8M	+2%	42k	137.74	View chart
New York Life Investments Et Nyli Ftse Intern (HFXI)	1.8	$5.3M		169k	31.01	View chart
Ishares Tr Msci Intl Moment (IMTM)	1.8	$5.1M		107k	47.88	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	1.7	$5.1M		143k	35.28	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.7	$4.9M	+2%	17k	293.75	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	1.6	$4.7M		56k	84.11	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	1.6	$4.7M		87k	54.09	View chart
Vanguard Index Fds Growth Etf (VUG)	1.6	$4.5M		9.4k	479.60	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.5	$4.4M	+3%	18k	254.29	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.4	$3.9M		124k	31.91	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	1.3	$3.8M		40k	96.46	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	1.3	$3.7M	+2%	22k	174.58	View chart
Ishares Tr Msci Intl Qualty (IQLT)	1.3	$3.7M		84k	44.19	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	1.3	$3.7M		40k	92.98	View chart
Ishares Emng Mkts Eqt (EMGF)	1.2	$3.5M		63k	56.58	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	1.2	$3.5M		97k	36.16	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.2	$3.5M		149k	23.28	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.1	$3.1M		5.2k	600.33	View chart
Ishares Gold Tr Ishares New (IAU)	1.0	$3.0M		42k	72.77	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	1.0	$3.0M		21k	142.41	View chart
Vanguard Index Fds Value Etf (VTV)	1.0	$2.8M		15k	186.49	View chart
Vanguard World Mega Grwth Ind (MGK)	0.9	$2.6M		6.4k	402.40	View chart
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)	0.8	$2.4M		122k	19.34	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.8	$2.4M		23k	102.99	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.8	$2.3M		50k	46.96	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.8	$2.3M		19k	119.51	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.8	$2.2M		83k	26.95	View chart
Microsoft Corporation (MSFT)	0.6	$1.8M	-3%	3.5k	517.97	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.6	$1.8M		53k	33.37	View chart
Apple (AAPL)	0.6	$1.7M		6.8k	254.63	View chart
NVIDIA Corporation (NVDA)	0.6	$1.7M	-6%	9.1k	186.58	View chart
Simon Property (SPG)	0.3	$846k		4.5k	187.68	View chart
Amazon (AMZN)	0.3	$745k	-10%	3.4k	219.57	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$708k	+4%	14k	50.07	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.2	$652k		4.5k	145.59	View chart
Costco Wholesale Corporation (COST)	0.2	$652k	-2%	704.00	926.18	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$651k	-3%	1.3k	502.74	View chart
Ishares Tr Esg Select Scre (XVV)	0.2	$546k		11k	51.52	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$511k	-17%	2.1k	243.05	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$492k	-16%	2.0k	243.59	View chart
Meta Platforms Cl A (META)	0.2	$487k	-15%	663.00	734.23	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.2	$482k		2.3k	209.32	View chart
Dbx Etf Tr Xtrackrs S&p 500 (SNPE)	0.2	$470k		7.8k	60.03	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$465k	-5%	2.4k	194.49	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.2	$440k		3.4k	129.73	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.2	$438k		9.1k	48.03	View chart
Broadcom (AVGO)	0.1	$431k	-5%	1.3k	329.88	View chart
Applied Materials (AMAT)	0.1	$422k		2.1k	204.79	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$381k		1.8k	215.82	View chart
Spdr Series Trust S&p Divid Etf (SDY)	0.1	$380k		2.7k	140.07	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$378k	-3%	565.00	669.27	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$377k		2.7k	140.93	View chart
Spdr Series Trust S&p 500 Esg Etf (EFIV)	0.1	$376k		5.9k	63.59	View chart
Ishares Tr Esg Msci Leadr (SUSL)	0.1	$365k		3.1k	117.03	View chart
Dbx Etf Tr Xtrackers Msci (USSG)	0.1	$363k		5.9k	61.35	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.1	$348k		14k	25.31	View chart
Procter & Gamble Company (PG)	0.1	$347k	-3%	2.3k	153.62	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.1	$334k	-6%	2.5k	135.22	View chart
JPMorgan Chase & Co. (JPM)	0.1	$290k	-16%	921.00	315.29	View chart
Wal-Mart Stores (WMT)	0.1	$287k	-8%	2.8k	103.05	View chart
Exxon Mobil Corporation (XOM)	0.1	$277k	-2%	2.5k	112.76	View chart
Ishares Tr Us Sml Cap Eqt (SMLF)	0.1	$269k		3.6k	74.35	View chart
Tesla Motors (TSLA)	0.1	$265k	-15%	595.00	444.72	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$263k		6.1k	43.42	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.1	$250k		1.8k	138.24	View chart
Nushares Etf Tr Nuveen Esg Intl (NUDM)	0.1	$239k		6.3k	37.62	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.1	$237k		10k	23.56	View chart
Nike CL B (NKE)	0.1	$233k	-5%	3.3k	69.74	View chart
Dbx Etf Tr Xtrackers Msci (EASG)	0.1	$230k		6.6k	34.65	View chart
Palo Alto Networks (PANW)	0.1	$224k	-12%	1.1k	203.62	View chart
Visa Com Cl A (V)	0.1	$224k	-7%	655.00	341.41	View chart

Past Filings by Veridan Wealth

SEC 13F filings are viewable for Veridan Wealth going back to 2024

Veridan Wealth 2025 Q3 filed Nov. 12, 2025
Veridan Wealth 2024 Q2 filed July 10, 2025

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