Veridan Wealth

Veridan Wealth as of June 30, 2026

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