Veridan Wealth

Veridan Wealth as of March 31, 2026

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