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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, IWY, MGV, IWX, and represent 43.28% of Veridan Wealth's stock portfolio.
Added to shares of these 10 stocks: ICSH (+$5.2M), IGSB (+$5.1M), VO, VUG, IEI, PAVE, MGK, TDTF, Alphabet Inc-cl C, GOOG.
Started 11 new stock positions in IGSB, ICSH, Alphabet Inc-cl C, AMD, TDTF, CMBS, IWM, PAVE, LRCX, SPY. GE.
Reduced shares in these 10 stocks: IUSB (-$8.1M), BIV (-$6.8M), IGIB, TLH, SCHP, EMGF, PG, IWX, VOE, IJJ.
Sold out of its positions in IGIB, TLH, MCK, PG, SCHP.
Veridan Wealth was a net buyer of stock by $8.1M.
Veridan Wealth has $294M in assets under management (AUM), dropping by 8.72%.
Central Index Key (CIK): 0002052405

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Portfolio Holdings for Veridan Wealth

Veridan Wealth holds 86 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Rocket Cos Com Cl A (RKT)	31.8	$94M		5.9M	15.75	View chart
Wells Fargo & Company (WFC)	3.9	$11M		138k	82.64	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	2.9	$8.7M		30k	290.62	View chart
Vanguard World Mega Cap Val Etf (MGV)	2.3	$6.9M		42k	163.45	View chart
Ishares Tr Rus Tp200 Vl Etf (IWX)	2.3	$6.8M	-4%	64k	105.16	View chart
Ishares Tr Rus Top 200 Etf (IWL)	2.2	$6.6M	-2%	36k	184.95	View chart
New York Life Investments Et Ftse Intl Eqty C (HFXI)	2.2	$6.5M	-2%	172k	38.09	View chart
Ishares Tr S&p 100 Etf (OEF)	2.2	$6.5M	-2%	18k	365.86	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	2.2	$6.4M	+7%	160k	40.13	View chart
Ishares Tr Msci Intl Moment (IMTM)	2.2	$6.3M	+4%	119k	53.33	View chart
Rocket Cos Put Put Option (Principal)	2.0	$5.9M		375k	15.75	View chart
Vanguard Index Fds Mid Cap Etf (VO)	2.0	$5.9M	+320%	73k	80.57	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.9	$5.6M	+3%	18k	303.12	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	1.8	$5.3M	+10%	65k	82.65	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	1.8	$5.2M	+119%	45k	117.45	View chart
Ishares Tr Ultra Short Dur (ICSH)	1.8	$5.2M	NEW	103k	50.58	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	1.7	$5.1M	NEW	97k	52.41	View chart
Vanguard Index Fds Growth Etf (VUG)	1.6	$4.6M	+478%	53k	86.14	View chart
Ishares Tr Msci Intl Qualty (IQLT)	1.5	$4.5M	+5%	92k	49.55	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	1.5	$4.5M	+6%	44k	102.81	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	1.5	$4.5M	+9%	47k	94.57	View chart
Ishares Emng Mkts Eqt (EMGF)	1.5	$4.4M	-7%	60k	73.26	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.5	$4.3M		154k	27.70	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.4	$4.2M		124k	33.84	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	1.4	$4.1M	-6%	21k	197.60	View chart
Schwab Strategic Tr Fund Em Equi Etf (FNDE)	1.4	$4.0M		101k	39.68	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	1.3	$3.7M	+20%	26k	146.41	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.3	$3.7M	-6%	5.0k	736.39	View chart
Ishares Gold Tr Ishares New (IAU)	1.1	$3.2M	+5%	43k	75.51	View chart
Vanguard Index Fds Value Etf (VTV)	1.1	$3.2M	-3%	15k	217.93	View chart
Vanguard World Mega Grwth Ind (MGK)	1.0	$2.8M	+366%	32k	87.91	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.8	$2.4M	NEW	41k	58.92	View chart
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)	0.8	$2.3M	-7%	118k	19.29	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.8	$2.2M	-8%	48k	46.81	View chart
Flexshares Tr Iboxx 5yr Trgt (TDTF)	0.7	$2.1M	NEW	90k	23.77	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.7	$2.1M		57k	36.26	View chart
Apple (AAPL)	0.7	$2.0M	-4%	7.1k	289.36	View chart
NVIDIA Corporation (NVDA)	0.7	$2.0M	+6%	10k	200.09	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$1.8M	+173%	5.2k	353.36	View chart
Microsoft Corporation (MSFT)	0.5	$1.4M		3.9k	373.02	View chart
Applied Materials (AMAT)	0.5	$1.4M	-9%	1.9k	722.83	View chart
Alphabet Put Put Option (Principal)	0.4	$1.2M	NEW	3.5k	353.33	View chart
Ishares Tr Cmbs Etf (CMBS)	0.4	$1.1M	NEW	22k	48.65	View chart
Simon Property (SPG)	0.4	$1.0M		4.7k	223.65	View chart
Amazon (AMZN)	0.3	$865k	+2%	3.6k	238.34	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$830k		2.3k	357.31	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.3	$786k	-13%	16k	50.58	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.3	$772k	-91%	17k	46.15	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$733k	+4%	1.5k	500.39	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.2	$676k	-4%	4.1k	163.69	View chart
Ishares Tr Esg Select Scre (XVV)	0.2	$577k		10k	56.79	View chart
Broadcom (AVGO)	0.2	$495k	-6%	1.3k	377.79	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.2	$492k	-13%	2.0k	246.17	View chart
Dbx Etf Tr Xtrackrs S&p 500 (SNPE)	0.2	$484k	-5%	7.0k	68.86	View chart
Meta Platforms Cl A (META)	0.2	$469k	+4%	832.00	563.06	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$457k	-8%	2.1k	219.45	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.2	$454k	+6%	9.6k	47.41	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.1	$418k		2.5k	170.17	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$401k	NEW	1.3k	300.45	View chart
Dbx Etf Tr Xtrackers Msci (USSG)	0.1	$392k		5.6k	69.46	View chart
Ishares Tr Esg Msci Leadr (SUSL)	0.1	$387k	-2%	2.9k	132.74	View chart
Spdr Series Trust Spdr S&p 500 Esg (EFIV)	0.1	$386k	-5%	5.3k	72.94	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.1	$385k	NEW	515.00	747.18	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$384k	-9%	2.4k	158.01	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$378k	-13%	505.00	748.64	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.1	$378k	-9%	2.5k	152.21	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$374k	-13%	1.6k	236.64	View chart
Eli Lilly & Co. (LLY)	0.1	$358k	+5%	299.00	1198.36	View chart
JPMorgan Chase & Co. (JPM)	0.1	$351k	+5%	1.1k	327.32	View chart
Tesla Motors (TSLA)	0.1	$347k	+30%	825.00	420.60	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.1	$341k	+2%	14k	24.99	View chart
Wal-Mart Stores (WMT)	0.1	$336k	+12%	3.0k	113.27	View chart
Exxon Mobil Corporation (XOM)	0.1	$331k	-7%	2.4k	136.70	View chart
Costco Wholesale Corporation (COST)	0.1	$311k	+11%	332.00	935.36	View chart
Ishares Tr Us Sml Cap Eqt (SMLF)	0.1	$298k	-32%	3.3k	89.15	View chart
Lam Research Corp Com New (LRCX)	0.1	$295k	NEW	681.00	433.14	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$272k	-14%	5.0k	54.69	View chart
Dbx Etf Tr Xtrackers Msci (EASG)	0.1	$252k		6.6k	38.35	View chart
Nushares Etf Tr Nuveen Esg Intl (NUDM)	0.1	$252k	-3%	6.3k	40.02	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$248k	-50%	1.7k	147.76	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$238k	-96%	3.1k	76.71	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.1	$227k		9.8k	23.15	View chart
Ge Aerospace Com New (GE)	0.1	$226k	NEW	605.00	374.01	View chart
Visa Com Cl A (V)	0.1	$216k	-11%	631.00	342.99	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.1	$214k	-24%	1.4k	156.99	View chart
Advanced Micro Devices (AMD)	0.1	$211k	NEW	363.00	580.91	View chart

Past Filings by Veridan Wealth

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

Veridan Wealth 2026 Q2 filed Aug. 10, 2026
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

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