Veridan Wealth LLC
CIK: 0002052405Latest portfolio: $297.6M · Q4 2025
Holdings
79
Total Value
$297.6M
New Positions
2
Closed Positions
2
Top Holdings
View All 79 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | RKTROCKET COS INC | 5,939,945 | $115.0M | 38.64% | NEW | |
| 2 | WFCWELLS FARGO CO NEW | 137,065 | $12.8M | 4.29% | — | |
| 3 | IUSBISHARES TR | 191,244 | $8.9M | 2.99% | +7K | |
| 4 | IWYISHARES TR | 29,859 | $8.3M | 2.78% | -51 | |
| 5 | BIVVANGUARD BD INDEX FDS | 91,570 | $7.1M | 2.40% | +2K | |
| 6 | AQLTISHARES TR | 36,259 | $6.2M | 2.08% | +41 | |
| 7 | OEFISHARES TR | 18,020 | $6.2M | 2.08% | -16 | |
| 8 | IWXISHARES TR | 66,858 | $6.1M | 2.06% | +470 | |
| 9 | MGVVANGUARD WORLD FD | 42,839 | $6.0M | 2.03% | +592 | |
| 10 | HFXINEW YORK LIFE INVESTMENTS ET | 171,163 | $5.6M | 1.87% | +2K | |
| 11 | IMTMISHARES TR | 110,912 | $5.3M | 1.79% | +4K | |
| 12 | FENIFIDELITY COVINGTON TRUST | 144,423 | $5.3M | 1.77% | +1K | |
| 13 | VOVANGUARD INDEX FDS | 17,098 | $5.0M | 1.67% | +284 | |
| 14 | VCITVANGUARD SCOTTSDALE FDS | 57,235 | $4.8M | 1.61% | +1K | |
| 15 | IGIBISHARES TR | 88,687 | $4.8M | 1.61% | +2K | |
| 16 | VUGVANGUARD INDEX FDS | 9,408 | $4.6M | 1.54% | +18 | |
| 17 | VBVANGUARD INDEX FDS | 17,670 | $4.6M | 1.53% | +204 | |
| 18 | SCHGSCHWAB STRATEGIC TR | 123,160 | $4.0M | 1.35% | -409 | |
| 19 | IEFISHARES TR | 41,304 | $4.0M | 1.33% | +2K | |
| 20 | VOEVANGUARD INDEX FDS | 21,759 | $3.9M | 1.30% | +301 | |
| 21 | IQLTISHARES TR | 84,656 | $3.8M | 1.29% | +1K | |
| 22 | ESGDISHARES TR | 40,387 | $3.8M | 1.29% | +744 | |
| 23 | SCHFSCHWAB STRATEGIC TR | 152,251 | $3.7M | 1.23% | +4K | |
| 24 | EMGFISHARES INC | 63,049 | $3.6M | 1.23% | +540 | |
| 25 | FNDESCHWAB STRATEGIC TR | 100,054 | $3.6M | 1.21% | +3K |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($1.1499712774890083e+200T)
Technology0.0% ($180817051.7T)
Unknown0.0% ($618633.0T)
Consumer Cyclical0.0% ($784.3B)
Communication Services0.0% ($698.6B)
Consumer Defensive0.0% ($580.3B)
Real Estate0.0% ($844K)
Energy0.0% ($298K)
Healthcare0.0% ($281K)
Filing History
Fund Information
Veridan Wealth LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $297.6M across 79 holdings. The largest position is ROCKET COS INC (RKT), representing 38.6% of the portfolio. Compared to the previous quarter, the fund opened 2 new positions and closed 2 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.