Veridan Wealth Llc Portfolio Stock Holdings
Veridan Wealth Llc disclosed 79 stock positions valued at approximately $265.1 million in its latest SEC 13F filing. The largest holdings include ROCKET COS INC, WELLS FARGO & CO, and ISHARES TR. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 79
- Portfolio Value
- $265.1M
Holdings by Sector
Veridan Wealth Llc Portfolio Holdings in Q1 2026
79 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ROCKET COS INC | RKT | Financial Services | 31.94% | 5,939,945 | - | - | $84,644,216 |
| WELLS FARGO & CO | WFC | Financial Services | 4.12% | 137,065 | - | - | $10,911,782 |
| ISHARES TR | IUSB | Other | 3.33% | 191,178 | -66 | -0.03% | $8,830,489 |
| ISHARES TR | IWY | Other | 2.79% | 29,679 | -180 | -0.60% | $7,385,206 |
| VANGUARD BD INDEX FDS | BIV | Other | 2.67% | 91,844 | +274 | +0.30% | $7,088,489 |
| ISHARES TR | IWX | Other | 2.35% | 67,297 | +439 | +0.66% | $6,236,368 |
| VANGUARD WORLD FD | MGV | Other | 2.33% | 42,690 | -149 | -0.35% | $6,187,967 |
| NEW YORK LIFE INVESTMENTS ET | HFXI | Other | 2.23% | 175,951 | +4,788 | +2.80% | $5,908,426 |
| ISHARES TR | IWL | Other | 2.21% | 36,558 | +299 | +0.82% | $5,866,801 |
| ISHARES TR | OEF | Other | 2.18% | 18,171 | +151 | +0.84% | $5,779,511 |
| FIDELITY COVINGTON TRUST | FENI | Other | 2.09% | 149,046 | +4,623 | +3.20% | $5,544,524 |
| ISHARES TR | IMTM | Other | 2.06% | 113,956 | +3,044 | +2.74% | $5,472,144 |
| VANGUARD INDEX FDS | VO | Other | 1.88% | 17,369 | +271 | +1.58% | $4,988,170 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 1.83% | 58,672 | +1,437 | +2.51% | $4,855,135 |
| ISHARES TR | IGIB | Other | 1.79% | 89,264 | +577 | +0.65% | $4,750,653 |
| VANGUARD INDEX FDS | VB | Other | 1.75% | 17,731 | +61 | +0.35% | $4,644,033 |
| ISHARES TR | IEF | Other | 1.54% | 42,872 | +1,568 | +3.80% | $4,091,724 |
| VANGUARD INDEX FDS | VOE | Other | 1.54% | 22,094 | +335 | +1.54% | $4,071,432 |
| ISHARES TR | IQLT | Other | 1.52% | 86,992 | +2,336 | +2.76% | $4,021,658 |
| VANGUARD INDEX FDS | VUG | Other | 1.51% | 9,189 | -219 | -2.33% | $4,013,609 |
| ISHARES TR | ESGD | Other | 1.49% | 41,436 | +1,049 | +2.60% | $3,962,078 |
| SCHWAB STRATEGIC TR | FNDE | Other | 1.48% | 102,427 | +2,373 | +2.37% | $3,918,840 |
| ISHARES INC | EMGF | Other | 1.47% | 64,411 | +1,362 | +2.16% | $3,892,379 |
| SCHWAB STRATEGIC TR | SCHF | Other | 1.46% | 155,914 | +3,663 | +2.41% | $3,858,875 |
| SCHWAB STRATEGIC TR | SCHG | Other | 1.36% | 123,853 | +693 | +0.56% | $3,607,839 |
| ISHARES GOLD TR | IAU | Other | 1.36% | 40,889 | +228 | +0.56% | $3,604,774 |
| INVESCO QQQ TR | QQQ | Other | 1.16% | 5,345 | +134 | +2.57% | $3,084,898 |
| VANGUARD INDEX FDS | VTV | Other | 1.12% | 15,110 | +89 | +0.59% | $2,964,493 |
| ISHARES TR | IWP | Other | 1.02% | 21,143 | -239 | -1.12% | $2,708,892 |
| VANGUARD WORLD FD | MGK | Other | 0.95% | 6,851 | +401 | +6.22% | $2,517,449 |
| VANGUARD SCOTTSDALE FDS | VMBS | Other | 0.93% | 52,543 | +2,081 | +4.12% | $2,466,908 |
| FIRST TR EXCH TRADED FD III | FPEI | Other | 0.92% | 128,009 | +3,726 | +3.00% | $2,432,180 |
| ISHARES TR | IEI | Other | 0.91% | 20,333 | +906 | +4.66% | $2,411,551 |
| ISHARES TR | TLH | Other | 0.89% | 23,345 | +41 | +0.18% | $2,351,296 |
| SCHWAB STRATEGIC TR | SCHP | Other | 0.85% | 84,973 | -318 | -0.37% | $2,261,141 |
| APPLE INC | AAPL | Technology | 0.71% | 7,435 | +784 | +11.79% | $1,887,025 |
| SCHWAB STRATEGIC TR | SCHE | Other | 0.70% | 56,256 | +1,793 | +3.29% | $1,853,649 |
| NVIDIA CORPORATION | NVDA | Technology | 0.62% | 9,416 | +270 | +2.95% | $1,642,106 |
| MICROSOFT CORP | MSFT | Technology | 0.55% | 3,936 | +418 | +11.88% | $1,456,817 |
| VANGUARD MUN BD FDS | VTEB | Other | 0.34% | 18,061 | +2,322 | +14.75% | $901,080 |
| SIMON PPTY GROUP INC NEW | SPG | Real Estate | 0.33% | 4,618 | +55 | +1.21% | $861,432 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.28% | 3,548 | +150 | +4.41% | $738,942 |
| APPLIED MATLS INC | AMAT | Technology | 0.27% | 2,112 | +50 | +2.42% | $721,723 |
| ALPHABET INC | GOOGL | Communication Services | 0.25% | 2,345 | +114 | +5.11% | $674,425 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.25% | 1,406 | +111 | +8.57% | $673,755 |
| ISHARES TR | ESGU | Other | 0.23% | 4,337 | -91 | -2.06% | $613,272 |
| ALPHABET INC | GOOG | Communication Services | 0.21% | 1,903 | -94 | -4.71% | $545,977 |
| ISHARES TR | XVV | Other | 0.19% | 10,209 | -239 | -2.29% | $502,487 |
| VANGUARD INDEX FDS | VXF | Other | 0.18% | 2,301 | -8 | -0.35% | $473,565 |
| META PLATFORMS INC | META | Communication Services | 0.17% | 795 | +132 | +19.91% | $454,830 |
| ISHARES TR | IJJ | Other | 0.17% | 3,410 | +7 | +0.21% | $451,817 |
| EXXON MOBIL CORP | XOM | Energy | 0.17% | 2,620 | +142 | +5.73% | $444,446 |
| DBX ETF TR | SNPE | Other | 0.17% | 7,442 | -201 | -2.63% | $443,199 |
| ISHARES TR | QUAL | Other | 0.16% | 2,276 | +5 | +0.22% | $436,497 |
| BROADCOM INC | AVGO | Technology | 0.16% | 1,400 | +92 | +7.03% | $433,346 |
| ISHARES TR | EAGG | Other | 0.16% | 9,013 | -250 | -2.70% | $428,577 |
| SPDR SERIES TRUST | SDY | Other | 0.15% | 2,748 | +16 | +0.59% | $401,116 |
| VANGUARD WHITEHALL FDS | VYM | Other | 0.15% | 2,671 | +13 | +0.49% | $395,554 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.15% | 1,821 | +41 | +2.30% | $391,532 |
| ISHARES TR | IVV | Other | 0.14% | 582 | +1 | +0.17% | $380,488 |
| ISHARES TR | SMLF | Other | 0.14% | 4,940 | +1,342 | +37.30% | $372,904 |
| INVESCO EXCHANGE TRADED FD T | XMMO | Other | 0.14% | 2,476 | +4 | +0.16% | $359,083 |
| SPDR SERIES TRUST | EFIV | Other | 0.13% | 5,617 | -149 | -2.58% | $354,348 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.13% | 2,406 | +127 | +5.57% | $347,512 |
| ISHARES TR | SUSL | Other | 0.13% | 3,000 | -76 | -2.47% | $340,798 |
| DBX ETF TR | USSG | Other | 0.13% | 5,685 | -148 | -2.54% | $339,287 |
| ISHARES TR | SUSB | Other | 0.13% | 13,284 | -700 | -5.01% | $332,974 |
| WALMART INC | WMT | Consumer Defensive | 0.12% | 2,637 | -147 | -5.28% | $327,771 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.11% | 1,016 | +91 | +9.84% | $298,743 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.11% | 299 | -374 | -55.57% | $297,533 |
| ISHARES INC | ESGE | Other | 0.10% | 5,809 | -207 | -3.44% | $264,130 |
| ELI LILLY & CO | LLY | Healthcare | 0.10% | 283 | +21 | +8.02% | $260,615 |
| ISHARES TR | ACWI | Other | 0.09% | 1,819 | - | - | $251,730 |
| TESLA INC | TSLA | Consumer Cyclical | 0.09% | 634 | +39 | +6.55% | $235,690 |
| NUSHARES ETF TR | NUDM | Other | 0.09% | 6,514 | -198 | -2.95% | $235,228 |
| DBX ETF TR | EASG | Other | 0.09% | 6,588 | -190 | -2.80% | $231,516 |
| ISHARES TR | SUSC | Other | 0.09% | 9,917 | -281 | -2.76% | $229,449 |
| VISA INC | V | Financial Services | 0.08% | 711 | +52 | +7.89% | $214,802 |
| MCKESSON CORP | MCK | Healthcare | 0.08% | 247 | +247 | +100.00% | $213,406 |