Veridan Wealth Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$270.4M
Q ending 2026-03-31
Prior quarter
$297.6M
Q ending 2025-12-31
Change
-9.2% QoQ · +22.2% YoY
Positions
80
reported holdings
Largest positions
All 80 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Rocket Cos Inc | RKT | Shares | $84.6M | 5.9M |
| Wells Fargo & Co | WFC | Shares | $10.9M | 137K |
| Ishares Tr | IUSB | Shares | $8.8M | 191K |
| Ishares Tr | IWY | Shares | $7.4M | 30K |
| Vanguard Bd Index Fds | BIV | Shares | $7.1M | 92K |
| Ishares Tr | IWX | Shares | $6.2M | 67K |
| Vanguard World Fd | MGV | Shares | $6.2M | 43K |
| New York Life Investments Et | HFXI | Shares | $5.9M | 176K |
| Ishares Tr | IWL | Shares | $5.9M | 37K |
| Ishares Tr | OEF | Shares | $5.8M | 18K |
| Fidelity Covington Trust | FENI | Shares | $5.5M | 149K |
| Ishares Tr | IMTM | Shares | $5.5M | 114K |
| Rocket Cos Inc | Put | $5.3M | 375K | |
| Vanguard Index Fds | VO | Shares | $5.0M | 17K |
| Vanguard Scottsdale Fds | VCIT | Shares | $4.9M | 59K |
| Ishares Tr | IGIB | Shares | $4.8M | 89K |
| Vanguard Index Fds | VB | Shares | $4.6M | 18K |
| Ishares Tr | IEF | Shares | $4.1M | 43K |
| Vanguard Index Fds | VOE | Shares | $4.1M | 22K |
| Ishares Tr | IQLT | Shares | $4.0M | 87K |
| Vanguard Index Fds | VUG | Shares | $4.0M | 9K |
| Ishares Tr | ESGD | Shares | $4.0M | 41K |
| Schwab Strategic Tr | FNDE | Shares | $3.9M | 102K |
| Ishares Inc | EMGF | Shares | $3.9M | 64K |
| Schwab Strategic Tr | SCHF | Shares | $3.9M | 156K |
| Schwab Strategic Tr | SCHG | Shares | $3.6M | 124K |
| Ishares Gold Tr | IAU | Shares | $3.6M | 41K |
| Invesco Qqq Tr | QQQ | Shares | $3.1M | 5K |
| Vanguard Index Fds | VTV | Shares | $3.0M | 15K |
| Ishares Tr | IWP | Shares | $2.7M | 21K |
| Vanguard World Fd | MGK | Shares | $2.5M | 7K |
| Vanguard Scottsdale Fds | VMBS | Shares | $2.5M | 53K |
| First Tr Exch Traded Fd Iii | FPEI | Shares | $2.4M | 128K |
| Ishares Tr | IEI | Shares | $2.4M | 20K |
| Ishares Tr | TLH | Shares | $2.4M | 23K |
| Schwab Strategic Tr | SCHP | Shares | $2.3M | 85K |
| Apple Inc | AAPL | Shares | $1.9M | 7K |
| Schwab Strategic Tr | SCHE | Shares | $1.9M | 56K |
| Nvidia Corporation | NVDA | Shares | $1.6M | 9K |
| Microsoft Corp | MSFT | Shares | $1.5M | 4K |
| Vanguard Mun Bd Fds | VTEB | Shares | $901K | 18K |
| Simon Ppty Group Inc New | SPG | Shares | $861K | 5K |
| Amazon Com Inc | AMZN | Shares | $739K | 4K |
| Applied Matls Inc | AMAT | Shares | $722K | 2K |
| Alphabet Inc | GOOGL | Shares | $674K | 2K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $674K | 1K |
| Ishares Tr | ESGU | Shares | $613K | 4K |
| Alphabet Inc | GOOG | Shares | $546K | 2K |
| Ishares Tr | XVV | Shares | $502K | 10K |
| Vanguard Index Fds | VXF | Shares | $474K | 2K |
| Meta Platforms Inc | META | Shares | $455K | 795 |
| Ishares Tr | IJJ | Shares | $452K | 3K |
| Exxon Mobil Corp | XOM | Shares | $444K | 3K |
| Dbx Etf Tr | SNPE | Shares | $443K | 7K |
| Ishares Tr | QUAL | Shares | $436K | 2K |
| Broadcom Inc | AVGO | Shares | $433K | 1K |
| Ishares Tr | EAGG | Shares | $429K | 9K |
| Spdr Series Trust | SDY | Shares | $401K | 3K |
| Vanguard Whitehall Fds | VYM | Shares | $396K | 3K |
| Vanguard Specialized Funds | VIG | Shares | $392K | 2K |
| Ishares Tr | IVV | Shares | $380K | 582 |
| Ishares Tr | SMLF | Shares | $373K | 5K |
| Invesco Exchange Traded Fd T | XMMO | Shares | $359K | 2K |
| Spdr Series Trust | EFIV | Shares | $354K | 6K |
| Procter & Gamble Co | PG | Shares | $348K | 2K |
| Ishares Tr | SUSL | Shares | $341K | 3K |
| Dbx Etf Tr | USSG | Shares | $339K | 6K |
| Ishares Tr | SUSB | Shares | $333K | 13K |
| Walmart Inc | WMT | Shares | $328K | 3K |
| Jpmorgan Chase & Co | JPM | Shares | $299K | 1K |
| Costco Wholesale Corporation | COST | Shares | $298K | 299 |
| Ishares Inc | ESGE | Shares | $264K | 6K |
| Eli Lilly & Co | LLY | Shares | $261K | 283 |
| Ishares Tr | ACWI | Shares | $252K | 2K |
| Tesla Inc | TSLA | Shares | $236K | 634 |
| Nushares Etf Tr | NUDM | Shares | $235K | 7K |
| Dbx Etf Tr | EASG | Shares | $232K | 7K |
| Ishares Tr | SUSC | Shares | $229K | 10K |
| Visa Inc | V | Shares | $215K | 711 |
| Mckesson Corp | MCK | Shares | $213K | 247 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.