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CIK: 0002052405
Total reported value
$294.0M
$294.0M
80 檔
32.7%
According to the latest 13F quarterly dataset, Veridan Wealth LLC managed an equity portfolio of $294.0M at the end of Q1 2025, spanning 80 distinct U.S. exchange-listed positions.
During Q1 2025, Veridan Wealth LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | 07WA | Mr Cooper Group Inc | Stock-Other | 29.46% | — | -0.12% | |
| 2 | WFC | Wells Fargo & Co | Stock-Financials | 4.45% | -0.17% | -0.02% | |
| 3 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 3.90% | -3.01% | +0.15% | |
| 4 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 3.13% | +0.22% | +13.14% | |
| 5 | IWX | Ishares Russell Top 200 Valu | ETF-Other | 2.49% | -0.01% | +19.15% | |
| 6 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 2.44% | +0.05% | +26.53% | |
| 7 | OEF | Ishares S&p 100 ETF | ETF-Other | 2.36% | +0.05% | +9.43% | |
| 8 | IWL | Ishares Russell Top 200 ETF | ETF-Other | 2.35% | +0.07% | +20.66% | |
| 9 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 2.24% | — | +5.04% | |
| 10 | HFXI | Nyli Ftse Intl Eq Cur Ntrl | ETF-Other | 2.24% | +0.04% | +3.32% | |
| 11 | BIV | Vanguard Intermediate-term B | ETF-Other | 2.12% | -2.54% | +1.35% | |
| 12 | IMTM | Ishares Msci Intl Momentum F | ETF-Other | 2.12% | +0.13% | -0.38% | |
| 13 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 2.10% | -1.76% | EXIT | |
| 14 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 2.10% | — | +0.29% | |
| 15 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.10% | +0.02% | +2.20% | |
| 16 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.93% | +0.16% | +5.56% | |
| 17 | VUG | Vanguard Growth ETF | ETF-Other | 1.76% | +0.08% | +4.46% | |
| 18 | IQLT | Ishares Msci International Q | ETF-Other | 1.57% | +0.05% | -5.59% | |
| 19 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 1.55% | +0.07% | -5.60% | |
| 20 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.52% | +0.10% | +24.46% | |
| 21 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.49% | -0.12% | +5.43% | |
| 22 | EMGF | Ishares Emerging Markets Equ | ETF-Emerging Markets | 1.46% | +0.05% | +2.40% | |
| 23 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.43% | +0.02% | -3.28% | |
| 24 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 1.43% | -0.09% | -1.53% | |
| 25 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.21% | +0.11% | +28.32% | |
| 26 | VTV | Vanguard Value ETF | ETF-Other | 1.19% | -0.02% | +3.95% | |
| 27 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 1.17% | +0.27% | +9.79% | |
| 28 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 1.05% | -0.15% | +0.53% | |
| 29 | FPEI | First Trust Institutional Pr | ETF-Other | 1.04% | -0.13% | +3.20% | |
| 30 | HYDB | Ishares High Yield Systemati | ETF-High Yield | 1.04% | — | +3.60% | |
| 31 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 1.02% | +0.03% | +9.40% | |
| 32 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.86% | +0.01% | +2.04% | |
| 33 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.82% | — | +11.91% | |
| 34 | AAPL | Apple Inc | Stock-Tech | 0.74% | — | +16.39% | |
| 35 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 0.66% | +0.01% | +11.06% | |
| 36 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.62% | — | +13.37% | |
| 37 | ISCG | Ishares Morningstar Small-ca | ETF-Other | 0.60% | — | +11.39% | |
| 38 | MSFT | Microsoft CORP | Stock-Tech | 0.59% | -0.05% | +2.05% | |
| 39 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.56% | +0.01% | — | |
| 40 | NVDA | Nvidia CORP | Stock-Tech | 0.50% | +0.07% | +0.61% | |
| 41 | SPG | Simon Property Group Inc | Stock-Real Estate | 0.36% | +0.03% | +1.31% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.33% | — | +16.44% | |
| 43 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.32% | +0.02% | +3.81% | |
| 44 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.31% | — | +94.92% | |
| 45 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.25% | — | -19.08% | |
| 46 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.21% | — | +2.14% | |
| 47 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.21% | -0.01% | -5.75% | |
| 48 | XVV | Ishares Esg Select Screened | ETF-Other | 0.21% | +0.01% | -19.30% | |
| 49 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.20% | -0.01% | +2.66% | |
| 50 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 0.20% | -0.01% | -26.57% |
According to official SEC Form 13F filings, Veridan Wealth LLC reported a total U.S. public equity portfolio value of $294.0M across 80 disclosed positions in Q1 2025.
During Q1 2025, Veridan Wealth LLC's top holdings by market value included 07WA (29.5%)、WFC (4.5%)、IUSB (3.9%). The largest single position, 07WA, represented 29.5% of total portfolio value.
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In terms of portfolio concentration, the top 5 core holdings (including 07WA, WFC, IUSB) accounted for 32.7% of total reported equity market value during Q1 2025.
In Q1 2025, 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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