Institutions / Veridan Wealth LLC

Veridan Wealth LLC

CIK 2052405 · Institution · as of Dec 31, 2025

Portfolio value

$297.63M

Positions

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 79 →

Company	Class	Value	Shares	% of portfolio
Rocket Companies, Inc.	—	$115.00M	5,939,945	38.6%
Wells Fargo & COMPANY/MN	—	$12.77M	137,065	4.3%
iShares Tr	—	$8.90M	191,244	3.0%
iShares Tr	—	$8.27M	29,859	2.8%
Vanguard Bd Index Fds	—	$7.13M	91,570	2.4%
iShares Tr	—	$6.19M	36,259	2.1%
iShares Tr	—	$6.18M	18,020	2.1%
iShares Tr	—	$6.14M	66,858	2.1%
Vanguard World Fd	—	$6.05M	42,839	2.0%
New York Life Investments Et	—	$5.55M	171,163	1.9%
iShares Tr	—	$5.32M	110,912	1.8%
Fidelity Covington Trust	—	$5.28M	144,423	1.8%
Vanguard Index Fds	—	$4.96M	17,098	1.7%
Vanguard Scottsdale Fds	—	$4.79M	57,235	1.6%
iShares Tr	—	$4.78M	88,687	1.6%
Vanguard Index Fds	—	$4.59M	9,408	1.5%
Vanguard Index Fds	—	$4.56M	17,670	1.5%
Schwab Strategic Tr	—	$4.02M	123,160	1.3%
iShares Tr	—	$3.97M	41,304	1.3%
Vanguard Index Fds	—	$3.86M	21,759	1.3%
iShares Tr	—	$3.85M	84,656	1.3%
iShares Tr	—	$3.84M	40,387	1.3%
Schwab Strategic Tr	—	$3.66M	152,251	1.2%
iShares Inc	—	$3.65M	63,049	1.2%
Schwab Strategic Tr	—	$3.61M	100,054	1.2%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.