Veridan Wealth LLC Q3 2025 Filing
Filed November 12, 2025
Portfolio Value
$290.4B
Holdings
79
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (79 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | 07WAMR COOPER GROUP INC | 539,995 | $113.8B | 39.19% | |
| 2 | WFCWELLS FARGO CO NEW | 137,065 | $11.5B | 3.96% | |
| 3 | IUSBISHARES TR | 184,683 | $8.6B | 2.97% | |
| 4 | IWYISHARES TR | 29,910 | $8.2B | 2.82% | |
| 5 | BIVVANGUARD BD INDEX FDS | 89,744 | $7.0B | 2.41% | |
| 6 | AQLTISHARES TR | 36,218 | $6.0B | 2.07% | |
| 7 | OEFISHARES TR | 18,036 | $6.0B | 2.07% | |
| 8 | IWXISHARES TR | 66,388 | $5.8B | 2.01% | |
| 9 | MGVVANGUARD WORLD FD | 42,247 | $5.8B | 2.00% | |
| 10 | HFXINEW YORK LIFE INVESTMENTS ET | 169,307 | $5.3B | 1.81% | |
| 11 | IMTMISHARES TR | 107,309 | $5.1B | 1.77% | |
| 12 | FENIFIDELITY COVINGTON TRUST | 143,350 | $5.1B | 1.74% | |
| 13 | VOVANGUARD INDEX FDS | 16,814 | $4.9B | 1.70% | |
| 14 | VCITVANGUARD SCOTTSDALE FDS | 56,023 | $4.7B | 1.62% | |
| 15 | IGIBISHARES TR | 86,843 | $4.7B | 1.62% | |
| 16 | VUGVANGUARD INDEX FDS | 9,390 | $4.5B | 1.55% | |
| 17 | VBVANGUARD INDEX FDS | 17,466 | $4.4B | 1.53% | |
| 18 | SCHGSCHWAB STRATEGIC TR | 123,569 | $3.9B | 1.36% | |
| 19 | IEFISHARES TR | 39,553 | $3.8B | 1.31% | |
| 20 | VOEVANGUARD INDEX FDS | 21,458 | $3.7B | 1.29% | |
| 21 | IQLTISHARES TR | 83,598 | $3.7B | 1.27% | |
| 22 | ESGDISHARES TR | 39,643 | $3.7B | 1.27% | |
| 23 | EMGFISHARES INC | 62,509 | $3.5B | 1.22% | |
| 24 | FNDESCHWAB STRATEGIC TR | 97,345 | $3.5B | 1.21% | |
| 25 | SCHFSCHWAB STRATEGIC TR | 148,629 | $3.5B | 1.19% | |
| 26 | NDQINVESCO QQQ TR | 5,215 | $3.1B | 1.08% | |
| 27 | IAU*ISHARES GOLD TR | 41,652 | $3.0B | 1.04% | |
| 28 | IWPISHARES TR | 21,090 | $3.0B | 1.03% | |
| 29 | VTVVANGUARD INDEX FDS | 14,896 | $2.8B | 0.96% | |
| 30 | MGKVANGUARD WORLD FD | 6,448 | $2.6B | 0.89% | |
| 31 | FPEIFIRST TR EXCH TRADED FD III | 121,812 | $2.4B | 0.81% | |
| 32 | TLHISHARES TR | 22,867 | $2.4B | 0.81% | |
| 33 | VMBSVANGUARD SCOTTSDALE FDS | 49,636 | $2.3B | 0.80% | |
| 34 | IEIISHARES TR | 19,029 | $2.3B | 0.78% | |
| 35 | SCHPSCHWAB STRATEGIC TR | 83,313 | $2.2B | 0.77% | |
| 36 | MSFTMICROSOFT CORP | 3,509 | $1.8B | 0.63% | |
| 37 | SCHESCHWAB STRATEGIC TR | 53,271 | $1.8B | 0.61% | |
| 38 | AAPLAPPLE INC | 6,774 | $1.7B | 0.59% | |
| 39 | NVDANVIDIA CORPORATION | 9,139 | $1.7B | 0.59% | |
| 40 | SPGSIMON PPTY GROUP INC NEW | 4,510 | $846.4M | 0.29% | |
| 41 | AMZNAMAZON COM INC | 3,394 | $745.2M | 0.26% | |
| 42 | VTEBVANGUARD MUN BD FDS | 14,133 | $707.6M | 0.24% | |
| 43 | ESGUISHARES TR | 4,481 | $652.4M | 0.22% | |
| 44 | COSTCOSTCO WHSL CORP NEW | 704 | $652.0M | 0.22% | |
| 45 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,295 | $651.0M | 0.22% | |
| 46 | XVVISHARES TR | 10,600 | $546.1M | 0.19% | |
| 47 | GOOGLALPHABET INC | 2,104 | $511.4M | 0.18% | |
| 48 | GOOGALPHABET INC | 2,020 | $492.0M | 0.17% | |
| 49 | METAMETA PLATFORMS INC | 663 | $486.8M | 0.17% | |
| 50 | VXFVANGUARD INDEX FDS | 2,302 | $481.9M | 0.17% | |
| 51 | SNPEDBX ETF TR | 7,828 | $469.9M | 0.16% | |
| 52 | QUALISHARES TR | 2,393 | $465.4M | 0.16% | |
| 53 | IJJISHARES TR | 3,390 | $439.8M | 0.15% | |
| 54 | EAGGISHARES TR | 9,123 | $438.2M | 0.15% | |
| 55 | AVGOBROADCOM INC | 1,306 | $430.8M | 0.15% | |
| 56 | AMATAPPLIED MATLS INC | 2,058 | $421.5M | 0.15% | |
| 57 | VIGVANGUARD SPECIALIZED FUNDS | 1,766 | $381.1M | 0.13% | |
| 58 | SDYSPDR SERIES TRUST | 2,712 | $379.9M | 0.13% | |
| 59 | IVVISHARES TR | 565 | $378.1M | 0.13% | |
| 60 | VYMVANGUARD WHITEHALL FDS | 2,673 | $376.7M | 0.13% | |
| 61 | EFIVSPDR SERIES TRUST | 5,910 | $375.8M | 0.13% | |
| 62 | SUSLISHARES TR | 3,118 | $364.9M | 0.13% | |
| 63 | USSGDBX ETF TR | 5,912 | $362.7M | 0.12% | |
| 64 | SUSBISHARES TR | 13,761 | $348.3M | 0.12% | |
| 65 | PGPROCTER AND GAMBLE CO | 2,258 | $346.9M | 0.12% | |
| 66 | XMMOINVESCO EXCHANGE TRADED FD T | 2,468 | $333.7M | 0.11% | |
| 67 | JPMJPMORGAN CHASE & CO. | 921 | $290.4M | 0.10% | |
| 68 | WMTWALMART INC | 2,784 | $286.9M | 0.10% | |
| 69 | XOMEXXON MOBIL CORP | 2,457 | $277.0M | 0.10% | |
| 70 | SMLFISHARES TR | 3,616 | $268.9M | 0.09% | |
| 71 | TSLATESLA INC | 595 | $264.6M | 0.09% | |
| 72 | ESGEISHARES INC | 6,064 | $263.3M | 0.09% | |
| 73 | ACWIISHARES TR | 1,809 | $250.1M | 0.09% | |
| 74 | NUDMNUSHARES ETF TR | 6,344 | $238.7M | 0.08% | |
| 75 | SUSCISHARES TR | 10,048 | $236.7M | 0.08% | |
| 76 | NKENIKE INC | 3,347 | $233.4M | 0.08% | |
| 77 | EASGDBX ETF TR | 6,646 | $230.3M | 0.08% | |
| 78 | PANWPALO ALTO NETWORKS INC | 1,102 | $224.4M | 0.08% | |
| 79 | VVISA INC | 655 | $223.6M | 0.08% |