Veridan Wealth LLC

Est. AUM

$270.4M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ROCKET COS INC	COM CL A	$84.6M	5939945	31.30%	SOLE
2	WELLS FARGO & CO	COM	$10.9M	137065	4.04%	SOLE
3	ISHARES TR	CORE UNIVRSL USD	$8.8M	191178	3.27%	SOLE
4	ISHARES TR	RUS TP200 GR ETF	$7.4M	29679	2.73%	SOLE
5	VANGUARD BD INDEX FDS	INTERMED TERM	$7.1M	91844	2.62%	SOLE
6	ISHARES TR	RUS TP200 VL ETF	$6.2M	67297	2.31%	SOLE
7	VANGUARD WORLD FD	MEGA CAP VAL ETF	$6.2M	42690	2.29%	SOLE
8	NEW YORK LIFE INVESTMENTS ET	NYLI FTSE INTERN	$5.9M	175951	2.18%	SOLE
9	ISHARES TR	RUS TOP 200 ETF	$5.9M	36558	2.17%	SOLE
10	ISHARES TR	S&P 100 ETF	$5.8M	18171	2.14%	SOLE
11	FIDELITY COVINGTON TRUST	ENHANCED INTL	$5.5M	149046	2.05%	SOLE
12	ISHARES TR	MSCI INTL MOMENT	$5.5M	113956	2.02%	SOLE
13	ROCKET COS INCPUT	PUT	$5.3M	374800	1.98%	SOLE
14	VANGUARD INDEX FDS	MID CAP ETF	$5.0M	17369	1.84%	SOLE
15	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$4.9M	58672	1.80%	SOLE
16	ISHARES TR	ISHS 5-10YR INVT	$4.8M	89264	1.76%	SOLE
17	VANGUARD INDEX FDS	SMALL CP ETF	$4.6M	17731	1.72%	SOLE
18	ISHARES TR	7-10 YR TRSY BD	$4.1M	42872	1.51%	SOLE
19	VANGUARD INDEX FDS	MCAP VL IDXVIP	$4.1M	22094	1.51%	SOLE
20	ISHARES TR	MSCI INTL QUALTY	$4.0M	86992	1.49%	SOLE
21	VANGUARD INDEX FDS	GROWTH ETF	$4.0M	9189	1.48%	SOLE
22	ISHARES TR	ESG AW MSCI EAFE	$4.0M	41436	1.47%	SOLE
23	SCHWAB STRATEGIC TR	FUNDAMENTAL EMER	$3.9M	102427	1.45%	SOLE
24	ISHARES INC	EMNG MKTS EQT	$3.9M	64411	1.44%	SOLE
25	SCHWAB STRATEGIC TR	INTL EQTY ETF	$3.9M	155914	1.43%	SOLE
26	SCHWAB STRATEGIC TR	US LCAP GR ETF	$3.6M	123853	1.33%	SOLE
27	ISHARES GOLD TR	ISHARES NEW	$3.6M	40889	1.33%	SOLE
28	INVESCO QQQ TR	UNIT SER 1	$3.1M	5345	1.14%	SOLE
29	VANGUARD INDEX FDS	VALUE ETF	$3.0M	15110	1.10%	SOLE
30	ISHARES TR	RUS MD CP GR ETF	$2.7M	21143	1.00%	SOLE
31	VANGUARD WORLD FD	MEGA GRWTH IND	$2.5M	6851	0.93%	SOLE
32	VANGUARD SCOTTSDALE FDS	MTG-BKD SECS ETF	$2.5M	52543	0.91%	SOLE
33	FIRST TR EXCH TRADED FD III	INSTL PFD SECS	$2.4M	128009	0.90%	SOLE
34	ISHARES TR	3 7 YR TREAS BD	$2.4M	20333	0.89%	SOLE
35	ISHARES TR	10-20 YR TRS ETF	$2.4M	23345	0.87%	SOLE
36	SCHWAB STRATEGIC TR	US TIPS ETF	$2.3M	84973	0.84%	SOLE
37	APPLE INC	COM	$1.9M	7435	0.70%	SOLE
38	SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$1.9M	56256	0.69%	SOLE
39	NVIDIA CORPORATION	COM	$1.6M	9416	0.61%	SOLE
40	MICROSOFT CORP	COM	$1.5M	3936	0.54%	SOLE
41	VANGUARD MUN BD FDS	TAX EXEMPT BD	$901K	18061	0.33%	SOLE
42	SIMON PPTY GROUP INC NEW	COM	$861K	4618	0.32%	SOLE
43	AMAZON COM INC	COM	$739K	3548	0.27%	SOLE
44	APPLIED MATLS INC	COM	$722K	2112	0.27%	SOLE
45	ALPHABET INC	CAP STK CL A	$674K	2345	0.25%	SOLE
46	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$674K	1406	0.25%	SOLE
47	ISHARES TR	ESG AWR MSCI USA	$613K	4337	0.23%	SOLE
48	ALPHABET INC	CAP STK CL C	$546K	1903	0.20%	SOLE
49	ISHARES TR	ESG SELECT SCRE	$502K	10209	0.19%	SOLE
50	VANGUARD INDEX FDS	EXTEND MKT ETF	$474K	2301	0.18%	SOLE

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.