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What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
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CIK: 0002052405
Total reported value
$294.0M
$294.0M
82 檔
39.2%
As reported in its official Q2 2024 Form 13F filing, Veridan Wealth LLC's tracked investment portfolio stood at $294.0M with 82 total positions.
During Q2 2024, Veridan Wealth LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including 07WA, WFC, IUSB) accounted for 39.2% of total reported equity market value during Q2 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | 07WA | Mr Cooper Group Inc | Stock-Other | 32.62% | — | — | |
| 2 | WFC | Wells Fargo & Co | Stock-Financials | 4.41% | -0.17% | — | |
| 3 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 3.45% | -3.01% | — | |
| 4 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 2.94% | +0.22% | — | |
| 5 | BIV | Vanguard Intermediate-term B | ETF-Other | 2.82% | -2.54% | — | |
| 6 | IWL | Ishares Russell Top 200 ETF | ETF-Other | 2.20% | +0.07% | — | |
| 7 | IWX | Ishares Russell Top 200 Valu | ETF-Other | 2.20% | -0.01% | — | |
| 8 | OEF | Ishares S&p 100 ETF | ETF-Other | 2.19% | +0.05% | — | |
| 9 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 2.17% | +0.05% | — | |
| 10 | HFXI | Nyli Ftse Intl Eq Cur Ntrl | ETF-Other | 2.03% | +0.04% | — | |
| 11 | IMTM | Ishares Msci Intl Momentum F | ETF-Other | 1.98% | +0.13% | — | |
| 12 | FENI | Fidelity Enhanced Intl ETF | ETF-Other | 1.90% | +0.13% | — | |
| 13 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 1.87% | -1.76% | EXIT | |
| 14 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.87% | +0.02% | — | |
| 15 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.85% | +0.16% | — | |
| 16 | VUG | Vanguard Growth ETF | ETF-Other | 1.66% | +0.08% | — | |
| 17 | VB | Vanguard Small-cap ETF | ETF-Other | 1.60% | +0.18% | — | |
| 18 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.51% | +0.01% | — | |
| 19 | IQLT | Ishares Msci International Q | ETF-Other | 1.45% | +0.05% | — | |
| 20 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.43% | +0.10% | — | |
| 21 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 1.42% | +0.07% | — | |
| 22 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.38% | -0.12% | — | |
| 23 | EMGF | Ishares Emerging Markets Equ | ETF-Emerging Markets | 1.32% | +0.05% | — | |
| 24 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.32% | +0.02% | — | |
| 25 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 1.29% | -0.09% | — | |
| 26 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 1.15% | +0.27% | — | |
| 27 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.14% | +0.11% | — | |
| 28 | VTV | Vanguard Value ETF | ETF-Other | 1.04% | -0.02% | — | |
| 29 | IAU | Ishares Gold Trust | ETF-Commodities | 1.02% | -0.23% | — | |
| 30 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.95% | +0.03% | — | |
| 31 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.93% | -0.87% | EXIT | |
| 32 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.93% | -0.15% | — | |
| 33 | FPEI | First Trust Institutional Pr | ETF-Other | 0.93% | -0.13% | — | |
| 34 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.90% | +0.89% | — | |
| 35 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.89% | -0.84% | EXIT | |
| 36 | MSFT | Microsoft CORP | Stock-Tech | 0.73% | -0.05% | — | |
| 37 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.65% | +0.01% | — | |
| 38 | NVDA | Nvidia CORP | Stock-Tech | 0.62% | +0.07% | — | |
| 39 | AAPL | Apple Inc | Stock-Tech | 0.57% | — | — | |
| 40 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.33% | +0.02% | — | |
| 41 | SPG | Simon Property Group Inc | Stock-Real Estate | 0.29% | +0.03% | — | |
| 42 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.29% | — | — | |
| 43 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.27% | -0.06% | — | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.26% | — | — | |
| 45 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.24% | — | — | |
| 46 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.23% | -0.01% | — | |
| 47 | XVV | Ishares Esg Select Screened | ETF-Other | 0.20% | +0.01% | — | |
| 48 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.18% | — | — | |
| 49 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.18% | +0.03% | — | |
| 50 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.18% | -0.01% | — |
According to official SEC Form 13F filings, Veridan Wealth LLC reported a total U.S. public equity portfolio value of $294.0M across 82 disclosed positions in Q2 2024.
During Q2 2024, Veridan Wealth LLC's top holdings by market value included 07WA (32.6%)、WFC (4.4%)、IUSB (3.5%). The largest single position, 07WA, represented 32.6% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In Q2 2024, Veridan Wealth LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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