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CIK: 0002052405
Total reported value
$294.0M
$294.0M
79 檔
50.7%
As reported in its official Q3 2025 Form 13F filing, Veridan Wealth LLC's tracked investment portfolio stood at $294.0M with 79 total positions.
In Q3 2025, Veridan Wealth LLC adopted a defensive or profit-taking posture, trimming 25 positions and completely liquidating 9 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including 07WA, WFC, IUSB) accounted for 50.7% of total reported equity market value during Q3 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | 07WA | Mr Cooper Group Inc | Stock-Other | 39.19% | — | -0.96% | |
| 2 | WFC | Wells Fargo & Co | Stock-Financials | 3.96% | -0.17% | -0.01% | |
| 3 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 2.97% | -3.01% | -1.48% | |
| 4 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 2.82% | +0.22% | -8.80% | |
| 5 | BIV | Vanguard Intermediate-term B | ETF-Other | 2.41% | -2.54% | +46.33% | |
| 6 | IWL | Ishares Russell Top 200 ETF | ETF-Other | 2.07% | +0.07% | -4.47% | |
| 7 | OEF | Ishares S&p 100 ETF | ETF-Other | 2.07% | +0.05% | -6.57% | |
| 8 | IWX | Ishares Russell Top 200 Valu | ETF-Other | 2.01% | -0.01% | -1.13% | |
| 9 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 2.00% | +0.05% | +0.99% | |
| 10 | HFXI | Nyli Ftse Intl Eq Cur Ntrl | ETF-Other | 1.81% | +0.04% | -6.07% | |
| 11 | IMTM | Ishares Msci Intl Momentum F | ETF-Other | 1.77% | +0.13% | -8.58% | |
| 12 | FENI | Fidelity Enhanced Intl ETF | ETF-Other | 1.74% | +0.13% | — | |
| 13 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.70% | +0.16% | +1.68% | |
| 14 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.62% | +0.02% | -1.39% | |
| 15 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 1.62% | -1.76% | EXIT | |
| 16 | VUG | Vanguard Growth ETF | ETF-Other | 1.55% | +0.08% | -10.45% | |
| 17 | VB | Vanguard Small-cap ETF | ETF-Other | 1.53% | +0.18% | — | |
| 18 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.36% | +0.10% | -8.16% | |
| 19 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.31% | +0.01% | +99.13% | |
| 20 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.29% | -0.12% | +4.29% | |
| 21 | IQLT | Ishares Msci International Q | ETF-Other | 1.27% | +0.05% | -4.68% | |
| 22 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 1.27% | +0.07% | -5.45% | |
| 23 | EMGF | Ishares Emerging Markets Equ | ETF-Emerging Markets | 1.22% | +0.05% | -9.64% | |
| 24 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 1.21% | -0.09% | -5.30% | |
| 25 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.19% | +0.02% | -7.33% | |
| 26 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.08% | +0.11% | -8.36% | |
| 27 | IAU | Ishares Gold Trust | ETF-Commodities | 1.04% | -0.23% | — | |
| 28 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 1.03% | +0.27% | -4.13% | |
| 29 | VTV | Vanguard Value ETF | ETF-Other | 0.96% | -0.02% | -1.97% | |
| 30 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.89% | +0.03% | -12.07% | |
| 31 | FPEI | First Trust Institutional Pr | ETF-Other | 0.81% | -0.13% | -0.98% | |
| 32 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.81% | -0.87% | EXIT | |
| 33 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.80% | -0.15% | -0.81% | |
| 34 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.78% | +0.89% | — | |
| 35 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.77% | -0.84% | EXIT | |
| 36 | MSFT | Microsoft CORP | Stock-Tech | 0.63% | -0.05% | +0.57% | |
| 37 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.61% | +0.01% | +19.01% | |
| 38 | AAPL | Apple Inc | Stock-Tech | 0.59% | — | -7.74% | |
| 39 | NVDA | Nvidia CORP | Stock-Tech | 0.59% | +0.07% | -9.66% | |
| 40 | SPG | Simon Property Group Inc | Stock-Real Estate | 0.29% | +0.03% | -5.73% | |
| 41 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.26% | +0.02% | -7.77% | |
| 42 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.24% | -0.06% | — | |
| 43 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.22% | — | +0.63% | |
| 44 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.22% | — | -3.43% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.22% | — | -4.78% | |
| 46 | XVV | Ishares Esg Select Screened | ETF-Other | 0.19% | +0.01% | -2.40% | |
| 47 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.18% | +0.03% | -6.65% | |
| 48 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.17% | +0.43% | -10.58% | |
| 49 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.17% | -0.01% | -14.12% | |
| 50 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.17% | -0.01% | -15.40% |
According to official SEC Form 13F filings, Veridan Wealth LLC reported a total U.S. public equity portfolio value of $294.0M across 79 disclosed positions in Q3 2025.
During Q3 2025, Veridan Wealth LLC's top holdings by market value included 07WA (39.2%)、WFC (4.0%)、IUSB (3.0%). The largest single position, 07WA, represented 39.2% of total portfolio value.
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Top New Position Initiated
FENI
市值: $5.1M
Top Position Liquidated / Trimmed
DBEF
前期市值: $5.0M
In Q3 2025, Veridan Wealth LLC made 50 total portfolio adjustments, initiating 8 new buys, adding to 8 positions, trimming 25 holdings, and fully liquidating 9 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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