Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

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 43.96% of Veridan Wealth's stock portfolio.
Added to shares of these 10 stocks: Rocket Cos (+$5.3M), MCK, AAPL, FENI, HFXI, MSFT, IEF, MGK, IMTM, VCIT.
Started 2 new stock positions in Rocket Cos, MCK.
Reduced shares in these 10 stocks: COST, NKE, VUG, IWY, IWP, GOOG, MGV, WMT, SUSB, ESGU.
Sold out of its position in NKE.
Veridan Wealth was a net buyer of stock by $7.8M.
Veridan Wealth has $270M in assets under management (AUM), dropping by -9.15%.
Central Index Key (CIK): 0002052405

Tip: Access up to 7 years of quarterly data

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

Download as csv

Download as Excel

Portfolio Holdings for Veridan Wealth

Veridan Wealth holds 80 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Rocket Cos Com Cl A (RKT)	31.3	$85M		5.9M	14.25	View chart
Wells Fargo & Company (WFC)	4.0	$11M		137k	79.61	View chart
Ishares Tr Core Univrsl Usd (IUSB)	3.3	$8.8M		191k	46.19	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	2.7	$7.4M		30k	248.84	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	2.6	$7.1M		92k	77.18	View chart
Ishares Tr Rus Tp200 Vl Etf (IWX)	2.3	$6.2M		67k	92.67	View chart
Vanguard World Mega Cap Val Etf (MGV)	2.3	$6.2M		43k	144.95	View chart
New York Life Investments Et Nyli Ftse Intern (HFXI)	2.2	$5.9M	+2%	176k	33.58	View chart
Ishares Tr Rus Top 200 Etf (IWL)	2.2	$5.9M		37k	160.48	View chart
Ishares Tr S&p 100 Etf (OEF)	2.1	$5.8M		18k	318.06	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	2.1	$5.5M	+3%	149k	37.20	View chart
Ishares Tr Msci Intl Moment (IMTM)	2.0	$5.5M	+2%	114k	48.02	View chart
Rocket Cos Put Put Option (Principal)	2.0	$5.3M	NEW	375k	14.25	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.8	$5.0M		17k	287.19	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	1.8	$4.9M	+2%	59k	82.75	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	1.8	$4.8M		89k	53.22	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.7	$4.6M		18k	261.92	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	1.5	$4.1M	+3%	43k	95.44	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	1.5	$4.1M		22k	184.28	View chart
Ishares Tr Msci Intl Qualty (IQLT)	1.5	$4.0M	+2%	87k	46.23	View chart
Vanguard Index Fds Growth Etf (VUG)	1.5	$4.0M	-2%	9.2k	436.78	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	1.5	$4.0M	+2%	41k	95.62	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	1.4	$3.9M	+2%	102k	38.26	View chart
Ishares Emng Mkts Eqt (EMGF)	1.4	$3.9M	+2%	64k	60.43	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.4	$3.9M	+2%	156k	24.75	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.3	$3.6M		124k	29.13	View chart
Ishares Gold Tr Ishares New (IAU)	1.3	$3.6M		41k	88.16	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.1	$3.1M	+2%	5.3k	577.16	View chart
Vanguard Index Fds Value Etf (VTV)	1.1	$3.0M		15k	196.19	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	1.0	$2.7M		21k	128.12	View chart
Vanguard World Mega Grwth Ind (MGK)	0.9	$2.5M	+6%	6.9k	367.46	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.9	$2.5M	+4%	53k	46.95	View chart
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)	0.9	$2.4M	+2%	128k	19.00	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.9	$2.4M	+4%	20k	118.60	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.9	$2.4M		23k	100.72	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.8	$2.3M		85k	26.61	View chart
Apple (AAPL)	0.7	$1.9M	+11%	7.4k	253.80	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.7	$1.9M	+3%	56k	32.95	View chart
NVIDIA Corporation (NVDA)	0.6	$1.6M	+2%	9.4k	174.40	View chart
Microsoft Corporation (MSFT)	0.5	$1.5M	+11%	3.9k	370.13	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.3	$901k	+14%	18k	49.89	View chart
Simon Property (SPG)	0.3	$861k		4.6k	186.54	View chart
Amazon (AMZN)	0.3	$739k	+4%	3.5k	208.27	View chart
Applied Materials (AMAT)	0.3	$722k	+2%	2.1k	341.72	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$674k	+5%	2.3k	287.60	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$674k	+8%	1.4k	479.20	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.2	$613k	-2%	4.3k	141.40	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$546k	-4%	1.9k	286.90	View chart
Ishares Tr Esg Select Scre (XVV)	0.2	$503k	-2%	10k	49.22	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.2	$474k		2.3k	205.81	View chart
Meta Platforms Cl A (META)	0.2	$455k	+19%	795.00	572.11	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.2	$452k		3.4k	132.50	View chart
Exxon Mobil Corporation (XOM)	0.2	$444k	+5%	2.6k	169.64	View chart
Dbx Etf Tr Xtrackrs S&p 500 (SNPE)	0.2	$443k	-2%	7.4k	59.55	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$437k		2.3k	191.78	View chart
Broadcom (AVGO)	0.2	$433k	+7%	1.4k	309.53	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.2	$429k	-2%	9.0k	47.55	View chart
Spdr Series Trust State Street Spd (SDY)	0.1	$401k		2.7k	145.97	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$396k		2.7k	148.09	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$392k	+2%	1.8k	215.01	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$381k		582.00	653.76	View chart
Ishares Tr Us Sml Cap Eqt (SMLF)	0.1	$373k	+37%	4.9k	75.49	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.1	$359k		2.5k	145.03	View chart
Spdr Series Trust State Street Spd (EFIV)	0.1	$354k	-2%	5.6k	63.08	View chart
Procter & Gamble Company (PG)	0.1	$348k	+5%	2.4k	144.44	View chart
Ishares Tr Esg Msci Leadr (SUSL)	0.1	$341k	-2%	3.0k	113.60	View chart
Dbx Etf Tr Xtrackers Msci (USSG)	0.1	$339k	-2%	5.7k	59.68	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.1	$333k	-5%	13k	25.07	View chart
Wal-Mart Stores (WMT)	0.1	$328k	-5%	2.6k	124.30	View chart
JPMorgan Chase & Co. (JPM)	0.1	$299k	+9%	1.0k	294.04	View chart
Costco Wholesale Corporation (COST)	0.1	$298k	-55%	299.00	995.09	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$264k	-3%	5.8k	45.47	View chart
Eli Lilly & Co. (LLY)	0.1	$261k	+8%	283.00	920.90	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.1	$252k		1.8k	138.39	View chart
Tesla Motors (TSLA)	0.1	$236k	+6%	634.00	371.75	View chart
Nushares Etf Tr Nuveen Esg Intl (NUDM)	0.1	$235k	-2%	6.5k	36.11	View chart
Dbx Etf Tr Xtrackers Msci (EASG)	0.1	$232k	-2%	6.6k	35.14	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.1	$229k	-2%	9.9k	23.14	View chart
Visa Com Cl A (V)	0.1	$215k	+7%	711.00	302.11	View chart
McKesson Corporation (MCK)	0.1	$213k	NEW	247.00	863.99	View chart

Past Filings by Veridan Wealth

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

Veridan Wealth 2026 Q1 filed May 15, 2026
Veridan Wealth 2025 Q4 filed Feb. 13, 2026
Veridan Wealth 2025 Q3 filed Nov. 12, 2025
Veridan Wealth 2024 Q2 filed July 10, 2025

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z