Veridan Wealth LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 13, 2026, for the 2025 Q4 period, Veridan Wealth LLC held in its portfolio 77 assets valued at $297,633,409 (i.e. $297.63M).
The most valuable assets in the portfolio included: ROCKET COS INC ($115.00M), WELLS FARGO CO NEW ($12.78M), and ISHARES TR ($8.90M).
The chart below shows the top 10 valuable assets, and the table below shows the top 77 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Veridan Wealth LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ROCKET COS INC | 5939945 | 114997335 | COM CL A |
| WELLS FARGO CO NEW | 137065 | 12774501 | COM |
| ISHARES TR | 191244 | 8900502 | CORE UNIVRSL USD |
| ISHARES TR | 29859 | 8269288 | RUS TP200 GR ETF |
| VANGUARD BD INDEX FDS | 91570 | 7131441 | INTERMED TERM |
| ISHARES TR | 36259 | 6186928 | RUS TOP 200 ETF |
| ISHARES TR | 18020 | 6180321 | S&P 100 ETF |
| ISHARES TR | 66858 | 6141542 | RUS TP200 VL ETF |
| VANGUARD WORLD FD | 42839 | 6047104 | MEGA CAP VAL ETF |
| NEW YORK LIFE INVESTMENTS ET | 171163 | 5554252 | NYLI FTSE INTERN |
| ISHARES TR | 110912 | 5320425 | MSCI INTL MOMENT |
| FIDELITY COVINGTON TRUST | 144423 | 5282995 | ENHANCED INTL |
| VANGUARD INDEX FDS | 17098 | 4962218 | MID CAP ETF |
| VANGUARD SCOTTSDALE FDS | 57235 | 4793410 | INT-TERM CORP |
| ISHARES TR | 88687 | 4778430 | ISHS 5-10YR INVT |
| VANGUARD INDEX FDS | 9408 | 4589758 | GROWTH ETF |
| VANGUARD INDEX FDS | 17670 | 4557857 | SMALL CP ETF |
| SCHWAB STRATEGIC TR | 123160 | 4017467 | US LCAP GR ETF |
| ISHARES TR | 41304 | 3971812 | 7-10 YR TRSY BD |
| VANGUARD INDEX FDS | 21759 | 3859422 | MCAP VL IDXVIP |
| ISHARES TR | 84656 | 3847618 | MSCI INTL QUALTY |
| ISHARES TR | 40387 | 3840385 | ESG AW MSCI EAFE |
| SCHWAB STRATEGIC TR | 152251 | 3660117 | INTL EQTY ETF |
| ISHARES INC | 63049 | 3647406 | EMNG MKTS EQT |
| SCHWAB STRATEGIC TR | 100054 | 3607931 | FUNDAMENTAL EMER |
| ISHARES GOLD TR | 40661 | 3300453 | ISHARES NEW |
| INVESCO QQQ TR | 5211 | 3200882 | UNIT SER 1 |
| ISHARES TR | 21382 | 2928046 | RUS MD CP GR ETF |
| VANGUARD INDEX FDS | 15021 | 2868795 | VALUE ETF |
| VANGUARD WORLD FD | 6450 | 2662207 | MEGA GRWTH IND |
| FIRST TR EXCH TRADED FD III | 124283 | 2409855 | INSTL PFD SECS |
| VANGUARD SCOTTSDALE FDS | 50462 | 2375743 | MTG-BKD SECS ETF |
| ISHARES TR | 23304 | 2369299 | 10-20 YR TRS ETF |
| ISHARES TR | 19427 | 2318614 | 3 7 YR TREAS BD |
| SCHWAB STRATEGIC TR | 85291 | 2259363 | US TIPS ETF |
| APPLE INC | 6651 | 1808034 | COM |
| SCHWAB STRATEGIC TR | 54463 | 1783677 | EMRG MKTEQ ETF |
| NVIDIA CORPORATION | 9146 | 1705711 | COM |
| MICROSOFT CORP | 3518 | 1701144 | COM |
| SIMON PPTY GROUP INC NEW | 4563 | 844718 | COM |
| VANGUARD MUN BD FDS | 15739 | 791490 | TAX EXEMPT BD |
| AMAZON COM INC | 3398 | 784326 | COM |
| SPDR SERIES TRUST | 8498 | 761638 | STATE STREET SPD |
| ALPHABET INC | 2231 | 698276 | CAP STK CL A |
| ISHARES TR | 4428 | 659697 | ESG AWR MSCI USA |
| BERKSHIRE HATHAWAY INC DEL | 1295 | 650932 | CL B NEW |
| ALPHABET INC | 1997 | 626506 | CAP STK CL C |
| DBX ETF TR | 12611 | 608928 | XTRACKERS MSCI |
| COSTCO WHSL CORP NEW | 673 | 580470 | COM |
| ISHARES TR | 10448 | 550633 | ESG SELECT SCRE |
| APPLIED MATLS INC | 2062 | 529894 | COM |
| VANGUARD INDEX FDS | 2309 | 482833 | EXTEND MKT ETF |
| DBX ETF TR | 7643 | 477311 | XTRACKRS S&P 500 |
| BROADCOM INC | 1308 | 452778 | COM |
| ISHARES TR | 2271 | 451106 | MSCI USA QLT FCT |
| ISHARES TR | 3403 | 447791 | S&P MC 400VL ETF |
| ISHARES TR | 9263 | 443222 | ESG AWR US AGRGT |
| META PLATFORMS INC | 663 | 437877 | CL A |
| ISHARES TR | 581 | 397926 | CORE S&P500 ETF |
| VANGUARD SPECIALIZED FUNDS | 1780 | 391301 | DIV APP ETF |
| VANGUARD WHITEHALL FDS | 2658 | 381472 | HIGH DIV YLD |
| ISHARES TR | 3076 | 372996 | ESG MSCI LEADR |
| ISHARES TR | 13984 | 352954 | ESG AWRE 1 5 YR |
| INVESCO EXCHANGE TRADED FD T | 2472 | 342247 | S&P MDCP MOMNTUM |
| PROCTER AND GAMBLE CO | 2279 | 326646 | COM |
| WALMART INC | 2784 | 310140 | COM |
| EXXON MOBIL CORP | 2478 | 298201 | COM |
| JPMORGAN CHASE & CO. | 925 | 297986 | COM |
| ELI LILLY & CO | 262 | 281467 | COM |
| ISHARES TR | 3598 | 269383 | US SML CAP EQT |
| TESLA INC | 595 | 267583 | COM |
| ISHARES INC | 6016 | 265708 | ESG AWR MSCI EM |
| ISHARES TR | 1819 | 257406 | MSCI ACWI ETF |
| NUSHARES ETF TR | 6712 | 243039 | NUVEEN ESG INTL |
| ISHARES TR | 10198 | 238488 | ESG AWRE USD ETF |
| VISA INC | 659 | 231229 | COM CL A |
| NIKE INC | 3367 | 214523 | CL B |
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