Q2 2026 13F · SEC CIK 2052405

Veridan Wealth LLC

Wealth managerFiled 2026-08-10 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $286.8M
Reported positions: 84
Holdings vs S&P 500, 3 yrs: —
Assets under management: $667.2M

Veridan Wealth LLC is a wealth manager that reported 84 positions worth $286.8M in its Q2 2026 13F, filed 2026-08-10. Its largest holdings were Rocket Cos Inc (RKT, 32.6%), Wells Fargo Co New (WFC, 4.0%), Ishares Russell Top 200 Growth ETF (IWY, 3.0%).

Veridan Wealth LLC holdings largest 50 of 84 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Veridan Wealth LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
RKTRocket Cos Inc	32.6%	31.9%	5,939,945	+0.0%	$93.6M
WFCWells Fargo Co New	4.0%	4.1%	137,751	+0.5%	$11.4M
IWYIshares Russell Top 200 Growth ETF	3.0%	2.8%	29,791	+0.4%	$8.7M
MGVVanguard Mega Cap Value ETF Total	2.4%	2.3%	42,136	-1.3%	$6.9M
IWXIshares Tr	2.4%	2.4%	64,262	-4.5%	$6.8M
IWLIshares Tr	2.3%	2.2%	35,548	-2.8%	$6.6M
HFXINew York Life Investments Et	2.3%	2.2%	171,934	-2.3%	$6.5M
OEFIshares S&p 100 ETF	2.3%	2.2%	17,636	-2.9%	$6.5M
FENIFidelity Enhanced International ETF	2.2%	2.1%	159,498	+7.0%	$6.4M
IMTMIshares Tr	2.2%	2.1%	118,750	+4.2%	$6.3M
VOVanguard Index Fds	2.1%	1.9%	73,048	+320.6%	$5.9M
VBVanguard Indx Fd	1.9%	1.8%	18,406	+3.8%	$5.6M
VCITVanguard Scottsdale Fds	1.9%	1.8%	64,675	+10.2%	$5.3M
IEIIshares	1.8%	0.9%	44,643	+119.6%	$5.2M
ICSHIshares Tr	1.8%	—	102,902	—	$5.2M
IGSBIshares 1-3 Yr Credit Bond ETF	1.8%	—	97,160	—	$5.1M
VUGVanguard Indx Fd	1.6%	1.5%	53,174	+478.7%	$4.6M
IQLTIshares Tr	1.6%	1.5%	91,594	+5.3%	$4.5M
ESGDIshares Msci Eafe Esg	1.6%	1.5%	43,954	+6.1%	$4.5M
IEFiShs 7-10 ys Tsy	1.6%	1.5%	47,157	+10.0%	$4.5M
EMGFIshares Inc	1.5%	1.5%	59,652	-7.4%	$4.4M
SCHFSchwab Intl Equity	1.5%	1.5%	154,246	-1.1%	$4.3M
SCHGSchwab U.s. Large-Cap Growth ETF	1.5%	1.4%	124,000	+0.1%	$4.2M
VOEVanguard Index Fds	1.4%	1.5%	20,646	-6.6%	$4.1M
FNDESchwab Fundamental Emerging Markets Equi	1.4%	1.5%	100,988	-1.4%	$4.0M
IWPIshares Russell Mid-Cap Growth ETF	1.3%	1.0%	25,550	+20.8%	$3.7M
QQQInvesco Qqq Tr	1.3%	1.2%	5,005	-6.4%	$3.7M
IAUIshares Gold Trust	1.1%	1.4%	42,941	+5.0%	$3.2M
VTVVanguard Value ETF	1.1%	1.1%	14,515	-3.9%	$3.2M
MGKVanguard World Fd	1.0%	0.9%	31,982	+366.8%	$2.8M
PAVEGlobal X Fds	0.8%	—	40,879	—	$2.4M
FPEIFirst Tr Exch Traded Fd III	0.8%	0.9%	117,893	-7.9%	$2.3M
VMBSVmbs	0.8%	0.9%	47,901	-8.8%	$2.2M
TDTFFlexshares Tr	0.7%	—	90,051	—	$2.1M
SCHESchwab Strategic Tr	0.7%	0.7%	56,626	+0.7%	$2.1M
AAPLApple Inc	0.7%	0.7%	7,083	-4.7%	$2.0M
NVDANvidia Corporation Com	0.7%	0.6%	10,042	+6.6%	$2.0M
GOOGAlphabet Inc	0.6%	0.2%	5,207	+173.6%	$1.8M
MSFTMicrosoft Corp	0.5%	0.6%	3,875	-1.5%	$1.4M
AMATApplied Matls Inc	0.5%	0.3%	1,913	-9.4%	$1.4M
CMBSIshares Tr	0.4%	—	22,000	—	$1.1M
SPGSimon Property Group Inc	0.4%	0.3%	4,664	+1.0%	$1.0M
AMZNAmazon Com Inc Com	0.3%	0.3%	3,628	+2.3%	$865K
GOOGLAlphabet Inc	0.3%	0.3%	2,323	-0.9%	$830K
VTEBVanguard Tx Ex Bd	0.3%	0.3%	15,535	-14.0%	$786K
IUSBIshares Core Universal Usd Bond ETF	0.3%	3.3%	16,736	-91.2%	$772K
BRK-BBerkshire Hathaway Inc Del	0.3%	0.3%	1,465	+4.2%	$733K
ESGUIshares Msci Usa Esg	0.2%	0.2%	4,129	-4.8%	$676K
XVVIshares Tr	0.2%	0.2%	10,164	-0.4%	$577K
AVGOBroadcom Inc	0.2%	—	1,311	—	$495K

What Veridan Wealth LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

VUG Vanguard Indx Fd+478.7% shares
MGK Vanguard World Fd+366.8% shares
VO Vanguard Index Fds+320.6% shares
GOOG Alphabet Inc+173.6% shares
IEI Ishares+119.6% shares
IWP Ishares Russell Mid-Cap Growth ETF+20.8% shares
VCIT Vanguard Scottsdale Fds+10.2% shares
IEF iShs 7-10 ys Tsy+10.0% shares

Reduced

IUSB Ishares Core Universal Usd Bond ETF-91.2% shares
VTEB Vanguard Tx Ex Bd-14.0% shares
AMAT Applied Matls Inc-9.4% shares
VMBS Vmbs-8.8% shares
FPEI First Tr Exch Traded Fd III-7.9% shares
EMGF Ishares Inc-7.4% shares
VOE Vanguard Index Fds-6.6% shares
QQQ Invesco Qqq Tr-6.4% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: -2.5% /yr; S&P 500 +23.4%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$286.8M	84
Q1 2026	$265.1M	79
Q4 2025	$297.6M	79
Q3 2025	$290.4M	79
Q1 2025	$221.3M	80
Q4 2024	$213.5M	82

Questions about Veridan Wealth LLC's portfolio

What stocks does Veridan Wealth LLC own?

Veridan Wealth LLC's latest 13F, for Q2 2026 and filed Aug 10, 2026, lists 84 positions worth $286.8M. The largest are Rocket Cos Inc (RKT) at 32.6%, Wells Fargo Co New (WFC) at 4.0%, Ishares Russell Top 200 Growth ETF (IWY) at 3.0%, Vanguard Mega Cap Value ETF Total (MGV) at 2.4% and Ishares Tr (IWX) at 2.4%.

What did Veridan Wealth LLC buy last quarter?

In Q2 2026, Veridan Wealth LLC added Vanguard Indx Fd (VUG) (+478.7% shares), Vanguard World Fd (MGK) (+366.8% shares) and Vanguard Index Fds (VO) (+320.6% shares), compared with its Q1 2026 filing.

What did Veridan Wealth LLC sell last quarter?

In Q2 2026, Veridan Wealth LLC cut from its top 50 Vanguard Bd Index Fds (BIV), cut from its top 50 Ishares Tr (IGIB), cut from its top 50 Ishares Tr (TLH), cut from its top 50 Schwab Strategic Tr (SCHP), cut from its top 50 Vanguard Index Fds (VXF), Ishares Core Universal Usd Bond ETF (IUSB) (-91.2% shares), Vanguard Tx Ex Bd (VTEB) (-14.0% shares) and Applied Matls Inc (AMAT) (-9.4% shares), compared with its Q1 2026 filing.

When is Veridan Wealth LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Veridan Wealth LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Veridan Wealth LLC manage?

Veridan Wealth LLC reported $667.2M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $286.8M.