Veridan Wealth

Veridan Wealth as of Sept. 30, 2025

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