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Veridan Wealth LLC

CIK 2052405 · latest 13F filed 10 August 2026 · Read the filing on EDGAR

Veridan Wealth LLC reported 84 US-listed holdings worth $286.8 million in its 13F for the quarter ended 30 June 2026, filed 10 August 2026. Its largest: Rocket Cos Inc. (32.6%), Wells Fargo & Company (4.0%) and iShares Trust (3.0%). Against the quarter before, it opened 10 positions, added to 28, trimmed 45 and sold out of 5.

Reported holdings$286.8M+8.2% on Q1 2026
Positions84+5 on Q1 2026
The largest ten55.6%of its reported holdings
Latest 13FQ2 2026filed 10 August 2026
Where the money is
Added toHeldTrimmed
RKT32.6%WFC4.0%IWY3.0%MGV2.4%IWX2.4%IWL2.3%HFXI2.3%OEF2.2%FENI2.2%IMTM2.2%VO2.1%VB1.9%VCIT1.9%IEI1.8%70 more36.7%

The 14 largest of its 84 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.

Reported holdings, quarter by quarter
Q4 2024: $213.5 million in 82 positions$213MQ4 24Q1 2025: $221.3 million in 80 positions$221MQ1 25Q3 2025: $290.4 million in 79 positions$290MQ3 25Q4 2025: $297.6 million in 79 positions$298MQ4 25Q1 2026: $265.1 million in 79 positions$265MQ1 26Q2 2026: $286.8 million in 84 positions$287MQ2 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What its reported holdings returned

Held through each quarter, the holdings it reported returned -3.3% over the 2 quarters to 30 June 2026, against +9.5% for the S&P 500.

Its reported holdingsThe S&P 500
9095100105110Q4 25Q1 26Q2 26Its holdings -3.3%S&P 500 +9.5%

Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.

What it did on the quarter

Opened 10Added 28Held 1Trimmed 45Sold out 5
Opened: 10Added: 28Held: 1Trimmed: 45Sold out: 5

Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held

Opened 10

  1. iShares Trust ICSH$5.2 million
  2. iShares Trust IGSB$5.1 million
  3. Global X Infrastr Development ETF (pave) PAVE$2.4 million
  4. Flexshares Trust TDTF$2.1 million
  5. iShares Trust CMBS$1.1 million
  6. iShares Russell 2000 ETF IWM$400,801
  7. SPDR S&P 500 SPY$384,799
  8. Lam Research Corp. LRCX$294,967

and 2 more in the table below

Added to 28

  1. iShares Trust IEI+24,310 shares · +120%
  2. Alphabet Inc. GOOG+3,304 shares · +174%
  3. iShares Russell Mid-Cap Growth ETF IWP+4,407 shares · +21%
  4. Vanguard Intermediate-Term Corp. VCIT+6,003 shares · +10%
  5. Fidelity Covington Trust FENI+10,452 shares · +7%
  6. iShares Trust IEF+4,285 shares · +10%
  7. Vanguard Mid Cap Index ETF VO+3,572 shares · +5%
  8. iShares Trust ESGD+2,518 shares · +6%

and 20 more in the table below

Trimmed 45

  1. iShares Core Total USD Bond Market ETF IUSB-174,442 shares · -91%
  2. Vanguard Intermed Term Bond ETF BIV-88,737 shares · -97%
  3. iShares Inc. EMGF-4,759 shares · -7%
  4. iShares Trust IWX-3,035 shares · -5%
  5. Vanguard Mid Cap Value ETF VOE-1,448 shares · -7%
  6. iShares S&P Midcap 400 Value in IJJ-1,733 shares · -51%
  7. Invesco QQQ Trust QQQ-340 shares · -6%
  8. Vanguard Scottsdale FDS VMBS-4,642 shares · -9%

and 37 more in the table below

Sold out of 5

  1. iShares Trust IGIB$4.8 million last quarter
  2. iShares Trust TLH$2.4 million last quarter
  3. Schwab Strategic Trust SCHP$2.3 million last quarter
  4. Procter & Gamble Co. PG$347,512 last quarter
  5. McKesson Corp. MCK$213,406 last quarter

What it holds

CompanySharesValueOf its bookChange in shares
Rocket Cos Inc. RKT5.9M$93.6 million32.62%no change
Wells Fargo & Company WFC137.8K$11.4 million3.97%+686
iShares Trust IWY29.8K$8.7 million3.02%+112
Vanguard World FD MGV42.1K$6.9 million2.40%-554
iShares Trust IWX64.3K$6.8 million2.36%-3.0K
iShares Trust IWL35.5K$6.6 million2.29%-1.0K
New York Life Investments Et HFXI171.9K$6.5 million2.28%-4.0K
iShares Trust OEF17.6K$6.5 million2.25%-535
Fidelity Covington Trust FENI159.5K$6.4 million2.23%+10.5K
iShares Trust IMTM118.8K$6.3 million2.21%+4.8K
Vanguard Mid Cap Index ETF VO73.0K$5.9 million2.05%+3.6K
Vanguard Small Cap ETF VB18.4K$5.6 million1.95%+675
Vanguard Intermediate-Term Corp. VCIT64.7K$5.3 million1.86%+6.0K
iShares Trust IEI44.6K$5.2 million1.83%+24.3K
iShares Trust ICSH102.9K$5.2 million1.81%new
iShares Trust IGSB97.2K$5.1 million1.78%new
Vanguard Growth ETF VUG53.2K$4.6 million1.60%-2.0K
iShares Trust IQLT91.6K$4.5 million1.58%+4.6K
iShares Trust ESGD44.0K$4.5 million1.58%+2.5K
iShares Trust IEF47.2K$4.5 million1.55%+4.3K
iShares Inc. EMGF59.7K$4.4 million1.52%-4.8K
Schwab Strategic Trust SCHF154.2K$4.3 million1.49%-1.7K
Schwab Strategic Trust SCHG124.0K$4.2 million1.46%+147
Vanguard Mid Cap Value ETF VOE20.6K$4.1 million1.42%-1.4K
Schwab Strategic Trust FNDE101.0K$4.0 million1.40%-1.4K
iShares Russell Mid-Cap Growth ETF IWP25.6K$3.7 million1.30%+4.4K
Invesco QQQ Trust QQQ5.0K$3.7 million1.28%-340
iShares Gold Trust IAU42.9K$3.2 million1.13%+2.1K
Vanguard Value ETF VTV14.5K$3.2 million1.10%-595
Vanguard Mega Cap Growth ETF MGK32.0K$2.8 million0.98%-2.3K
Global X Infrastr Development ETF (pave) PAVE40.9K$2.4 million0.84%new
First Trust Exch Traded FD III FPEI117.9K$2.3 million0.79%-10.1K
Vanguard Scottsdale FDS VMBS47.9K$2.2 million0.78%-4.6K
Flexshares Trust TDTF90.1K$2.1 million0.75%new
Schwab Strategic Trust SCHE56.6K$2.1 million0.72%+370
Apple Inc. AAPL7.1K$2.0 million0.71%-352
NVIDIA Corp. NVDA10.0K$2.0 million0.70%+626
Alphabet Inc. GOOG5.2K$1.8 million0.64%+3.3K
Microsoft Corp. MSFT3.9K$1.4 million0.50%-61
Applied Materials Inc. AMAT1.9K$1.4 million0.48%-199
iShares Trust CMBS22.0K$1.1 million0.37%new
Simon Property Group Inc. SPG4.7K$1.0 million0.36%+46
Amazon.com Inc. AMZN3.6K$864,6980.30%+80
Alphabet Inc. GOOGL2.3K$830,0420.29%-22
Vanguard Mun BD FDS VTEB15.5K$785,7400.27%-2.5K
iShares Core Total USD Bond Market ETF IUSB16.7K$772,3630.27%-174.4K
Berkshire Hathaway Inc. Class B BRKB1.5K$733,0710.26%+59
iShares Trust ESGU4.1K$675,8610.24%-208
iShares Trust XVV10.2K$577,2220.20%-45
Broadcom Inc. AVGO1.3K$495,2790.17%-89
Vanguard Index FDS VXF2.0K$492,0980.17%-302
DBX ETF Trust SNPE7.0K$484,0200.17%-413
Meta Platforms, Inc. META832$468,4680.16%+37
iShares Edge MSCI USA Quality F QUAL2.1K$457,1110.16%-193
iShares Trust EAGG9.6K$454,0430.16%+564
Invesco S&P MidCap Momentum ETF XMMO2.5K$417,9350.15%-20
iShares Russell 2000 ETF IWM1.3K$400,8010.14%new
DBX ETF Trust USSG5.6K$391,7640.14%-45
iShares Trust SUSL2.9K$387,3370.14%-82
SPDR S&P 500 Esg ETF EFIV5.3K$386,1210.13%-323
SPDR S&P 500 SPY515$384,7990.13%new
Vanguard Whitehall FDS VYM2.4K$383,5000.13%-244
iShares Core S&P 500 ETF IVV505$378,0610.13%-77
SPDR S&P Dividend ETF SDY2.5K$377,9300.13%-265
Vanguard Specialized Funds VIG1.6K$374,3600.13%-239
Eli Lilly & Co. LLY299$358,3090.12%+16
JPMorgan Chase & Co. JPM1.1K$350,8920.12%+56
Tesla, Inc. TSLA825$346,9950.12%+191
iShares Trust SUSB13.6K$340,5310.12%+343
Walmart Inc. WMT3.0K$335,9560.12%+329
ExxonMobil Holdings Corp. XOM2.4K$330,8070.12%-200
Costco Wholesale Corp. COST332$310,5400.11%+33
iShares Trust SMLF3.3K$297,7610.10%-1.6K
Lam Research Corp. LRCX681$294,9670.10%new
iShares Inc. ESGE5.0K$271,5480.09%-844
DBX ETF Trust EASG6.6K$251,9750.09%-17
Nuveen Esg International Developed Markets Equity ETF NUDM6.3K$251,6540.09%-226
iShares S&P Midcap 400 Value in IJJ1.7K$247,7990.09%-1.7K
Vanguard Intermed Term Bond ETF BIV3.1K$238,3290.08%-88.7K
iShares Trust SUSC9.8K$227,4470.08%-93
General Electric Co. GE605$226,2790.08%new
Visa Inc. V631$216,4290.08%-80
iShares Trust ACWI1.4K$214,2860.07%-454
Advanced Micro Devices Inc. AMD363$210,8700.07%new
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 5 it sold out of are in the box above.

Options it reported

CompanyOptionShares under the optionsValue of those shares
Rocket Cos Inc.Puts374.8K$5.9 million
Alphabet Inc.Puts3.5K$1.2 million

2 option lines. A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost; they are not counted in the holdings above.