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Veridan Wealth

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

Top 5 stock holdings are RKT, WFC, IUSB, IWY, BIV, and represent 51.09% of Veridan Wealth's stock portfolio.
Added to shares of these 10 stocks: RKT (+$115M), IUSB, LLY, IMTM, IEF, BIV, VCIT, IGIB, FNDE, SCHF.
Started 2 new stock positions in LLY, RKT.
Reduced shares in these 10 stocks: Mr Cooper Group (-$114M), PANW, IAU, AAPL, COST, QUAL, IWY, SCHG, SNPE, EFIV.
Sold out of its positions in Mr Cooper Group, PANW.
Veridan Wealth was a net buyer of stock by $3.3M.
Veridan Wealth has $298M in assets under management (AUM), dropping by 2.47%.
Central Index Key (CIK): 0002052405

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Portfolio Holdings for Veridan Wealth

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

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Rocket Cos Com Cl A (RKT)	38.6	$115M	NEW	5.9M	19.36	View chart
Wells Fargo & Company (WFC)	4.3	$13M		137k	93.20	View chart
Ishares Tr Core Univrsl Usd (IUSB)	3.0	$8.9M	+3%	191k	46.54	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	2.8	$8.3M		30k	276.94	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	2.4	$7.1M	+2%	92k	77.88	View chart
Ishares Tr Rus Top 200 Etf (IWL)	2.1	$6.2M		36k	170.63	View chart
Ishares Tr S&p 100 Etf (OEF)	2.1	$6.2M		18k	342.97	View chart
Ishares Tr Rus Tp200 Vl Etf (IWX)	2.1	$6.1M		67k	91.86	View chart
Vanguard World Mega Cap Val Etf (MGV)	2.0	$6.0M		43k	141.16	View chart
New York Life Investments Et Nyli Ftse Intern (HFXI)	1.9	$5.6M		171k	32.45	View chart
Ishares Tr Msci Intl Moment (IMTM)	1.8	$5.3M	+3%	111k	47.97	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	1.8	$5.3M		144k	36.58	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.7	$5.0M		17k	290.22	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	1.6	$4.8M	+2%	57k	83.75	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	1.6	$4.8M	+2%	89k	53.88	View chart
Vanguard Index Fds Growth Etf (VUG)	1.5	$4.6M		9.4k	487.86	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.5	$4.6M		18k	257.94	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.3	$4.0M		123k	32.62	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	1.3	$4.0M	+4%	41k	96.16	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	1.3	$3.9M		22k	177.37	View chart
Ishares Tr Msci Intl Qualty (IQLT)	1.3	$3.8M		85k	45.45	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	1.3	$3.8M		40k	95.09	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.2	$3.7M	+2%	152k	24.04	View chart
Ishares Emng Mkts Eqt (EMGF)	1.2	$3.6M		63k	57.85	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	1.2	$3.6M	+2%	100k	36.06	View chart
Ishares Gold Tr Ishares New (IAU)	1.1	$3.3M	-2%	41k	81.17	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.1	$3.2M		5.2k	614.25	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	1.0	$2.9M		21k	136.94	View chart
Vanguard Index Fds Value Etf (VTV)	1.0	$2.9M		15k	190.99	View chart
Vanguard World Mega Grwth Ind (MGK)	0.9	$2.7M		6.5k	412.75	View chart
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)	0.8	$2.4M	+2%	124k	19.39	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.8	$2.4M		51k	47.08	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.8	$2.4M		23k	101.67	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.8	$2.3M	+2%	19k	119.35	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.8	$2.3M	+2%	85k	26.49	View chart
Apple (AAPL)	0.6	$1.8M		6.7k	271.84	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.6	$1.8M	+2%	55k	32.75	View chart
NVIDIA Corporation (NVDA)	0.6	$1.7M		9.1k	186.50	View chart
Microsoft Corporation (MSFT)	0.6	$1.7M		3.5k	483.55	View chart
Simon Property (SPG)	0.3	$845k		4.6k	185.12	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.3	$792k	+11%	16k	50.29	View chart
Amazon (AMZN)	0.3	$784k		3.4k	230.82	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$698k	+6%	2.2k	312.99	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.2	$660k		4.4k	148.98	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$651k		1.3k	502.65	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$627k		2.0k	313.72	View chart
Costco Wholesale Corporation (COST)	0.2	$581k	-4%	673.00	862.51	View chart
Ishares Tr Esg Select Scre (XVV)	0.2	$551k		10k	52.70	View chart
Applied Materials (AMAT)	0.2	$530k		2.1k	256.98	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.2	$483k		2.3k	209.11	View chart
Dbx Etf Tr Xtrackrs S&p 500 (SNPE)	0.2	$477k	-2%	7.6k	62.45	View chart
Broadcom (AVGO)	0.2	$453k		1.3k	346.16	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$451k	-5%	2.3k	198.64	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.2	$448k		3.4k	131.59	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.1	$443k		9.3k	47.85	View chart
Meta Platforms Cl A (META)	0.1	$438k		663.00	660.45	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$398k	+2%	581.00	684.90	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$391k		1.8k	219.83	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$382k		2.7k	143.52	View chart
Spdr Series Trust State Street Spd (EFIV)	0.1	$381k	-2%	5.8k	66.15	View chart
Spdr Series Trust State Street Spd (SDY)	0.1	$380k		2.7k	139.16	View chart
Ishares Tr Esg Msci Leadr (SUSL)	0.1	$373k		3.1k	121.26	View chart
Dbx Etf Tr Xtrackers Msci (USSG)	0.1	$370k		5.8k	63.50	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.1	$353k		14k	25.24	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.1	$342k		2.5k	138.45	View chart
Procter & Gamble Company (PG)	0.1	$327k		2.3k	143.33	View chart
Wal-Mart Stores (WMT)	0.1	$310k		2.8k	111.40	View chart
Exxon Mobil Corporation (XOM)	0.1	$298k		2.5k	120.34	View chart
JPMorgan Chase & Co. (JPM)	0.1	$298k		925.00	322.15	View chart
Eli Lilly & Co. (LLY)	0.1	$282k	NEW	262.00	1074.30	View chart
Ishares Tr Us Sml Cap Eqt (SMLF)	0.1	$269k		3.6k	74.87	View chart
Tesla Motors (TSLA)	0.1	$268k		595.00	449.72	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$266k		6.0k	44.17	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.1	$257k		1.8k	141.51	View chart
Nushares Etf Tr Nuveen Esg Intl (NUDM)	0.1	$243k	+5%	6.7k	36.21	View chart
Dbx Etf Tr Xtrackers Msci (EASG)	0.1	$239k		6.8k	35.19	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.1	$239k		10k	23.39	View chart
Visa Com Cl A (V)	0.1	$231k		659.00	350.88	View chart
Nike CL B (NKE)	0.1	$215k		3.4k	63.71	View chart

Past Filings by Veridan Wealth

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

Veridan Wealth 2025 Q4 filed Feb. 13, 2026
Veridan Wealth 2025 Q3 filed Nov. 12, 2025
Veridan Wealth 2024 Q2 filed July 10, 2025

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