Veridan Wealth

Veridan Wealth as of Dec. 31, 2025

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