Veridan Wealth Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 10, 2026, Veridan Wealth Llc disclosed 84 stock positions valued at approximately $286.82M as of quarter-end June 30, 2026. The largest holdings include ROCKET COS INC, WELLS FARGO & CO, and ISHARES TR.
- Report Period
- June 30, 2026
- No. of Stocks
- 84
- Portfolio Value
- $286.82M
Holdings by Sector
Veridan Wealth Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ROCKET COS INC | RKT | Financial Services | 32.62% | 5,939,945 | - | - | $93,554,134 |
| WELLS FARGO & CO | WFC | Financial Services | 3.97% | 137,751 | +686 | +0.50% | $11,383,702 |
| ISHARES TR | IWY | Other | 3.02% | 29,791 | +112 | +0.38% | $8,657,956 |
| VANGUARD WORLD FD | MGV | Other | 2.40% | 42,136 | -554 | -1.30% | $6,887,134 |
| ISHARES TR | IWX | Other | 2.36% | 64,262 | -3,035 | -4.51% | $6,757,828 |
| ISHARES TR | IWL | Other | 2.29% | 35,548 | -1,010 | -2.76% | $6,574,590 |
| NEW YORK LIFE INVESTMENTS ET | HFXI | Other | 2.28% | 171,934 | -4,017 | -2.28% | $6,548,957 |
| ISHARES TR | OEF | Other | 2.25% | 17,636 | -535 | -2.94% | $6,452,337 |
| FIDELITY COVINGTON TRUST | FENI | Other | 2.23% | 159,498 | +10,452 | +7.01% | $6,400,640 |
| ISHARES TR | IMTM | Other | 2.21% | 118,750 | +4,794 | +4.21% | $6,332,914 |
| VANGUARD INDEX FDS | VO | Other | 2.05% | 73,048 | +55,679 | +320.57% | $5,885,482 |
| VANGUARD INDEX FDS | VB | Other | 1.95% | 18,406 | +675 | +3.81% | $5,579,286 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 1.86% | 64,675 | +6,003 | +10.23% | $5,345,365 |
| ISHARES TR | IEI | Other | 1.83% | 44,643 | +24,310 | +119.56% | $5,243,377 |
| ISHARES TR | ICSH | Other | 1.81% | 102,902 | +102,902 | +100.00% | $5,204,759 |
| ISHARES TR | IGSB | Other | 1.78% | 97,160 | +97,160 | +100.00% | $5,092,167 |
| VANGUARD INDEX FDS | VUG | Other | 1.60% | 53,174 | +43,985 | +478.67% | $4,580,379 |
| ISHARES TR | IQLT | Other | 1.58% | 91,594 | +4,602 | +5.29% | $4,538,482 |
| ISHARES TR | ESGD | Other | 1.58% | 43,954 | +2,518 | +6.08% | $4,518,873 |
| ISHARES TR | IEF | Other | 1.55% | 47,157 | +4,285 | +9.99% | $4,459,679 |
| ISHARES INC | EMGF | Other | 1.52% | 59,652 | -4,759 | -7.39% | $4,370,074 |
| SCHWAB STRATEGIC TR | SCHF | Other | 1.49% | 154,246 | -1,668 | -1.07% | $4,272,607 |
| SCHWAB STRATEGIC TR | SCHG | Other | 1.46% | 124,000 | +147 | +0.12% | $4,196,175 |
| VANGUARD INDEX FDS | VOE | Other | 1.42% | 20,646 | -1,448 | -6.55% | $4,079,678 |
| SCHWAB STRATEGIC TR | FNDE | Other | 1.40% | 100,988 | -1,439 | -1.40% | $4,007,185 |
| ISHARES TR | IWP | Other | 1.30% | 25,550 | +4,407 | +20.84% | $3,740,765 |
| INVESCO QQQ TR | QQQ | Other | 1.28% | 5,005 | -340 | -6.36% | $3,685,609 |
| ISHARES GOLD TR | IAU | Other | 1.13% | 42,941 | +2,052 | +5.02% | $3,242,450 |
| VANGUARD INDEX FDS | VTV | Other | 1.10% | 14,515 | -595 | -3.94% | $3,163,297 |
| VANGUARD WORLD FD | MGK | Other | 0.98% | 31,982 | +25,131 | +366.82% | $2,811,543 |
Showing 30 of 84 holdings in the latest reporting period.