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CIK: 0002052405
Total reported value
$294.0M
$294.0M
79 檔
51.7%
The Q4 2025 SEC filing reveals that Veridan Wealth LLC held a total portfolio value of $294.0M, covering 79 public equity positions.
In Q4 2025, Veridan Wealth LLC displayed an active expansion posture, initiating 2 new positions and adding to 35 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including RKT, WFC, IUSB) accounted for 51.7% of total reported equity market value during Q4 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | RKT | Rocket Cos Inc-class A | Stock-Financials | 38.64% | +0.53% | — | |
| 2 | WFC | Wells Fargo & Co | Stock-Financials | 4.29% | -0.17% | — | |
| 3 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 2.99% | -3.01% | +3.55% | |
| 4 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 2.78% | +0.22% | -0.17% | |
| 5 | BIV | Vanguard Intermediate-term B | ETF-Other | 2.40% | -2.54% | +2.03% | |
| 6 | IWL | Ishares Russell Top 200 ETF | ETF-Other | 2.08% | +0.07% | +0.11% | |
| 7 | OEF | Ishares S&p 100 ETF | ETF-Other | 2.08% | +0.05% | -0.09% | |
| 8 | IWX | Ishares Russell Top 200 Valu | ETF-Other | 2.06% | -0.01% | +0.71% | |
| 9 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 2.03% | +0.05% | +1.40% | |
| 10 | HFXI | Nyli Ftse Intl Eq Cur Ntrl | ETF-Other | 1.87% | +0.04% | +1.10% | |
| 11 | IMTM | Ishares Msci Intl Momentum F | ETF-Other | 1.79% | +0.13% | +3.36% | |
| 12 | FENI | Fidelity Enhanced Intl ETF | ETF-Other | 1.78% | +0.13% | +0.75% | |
| 13 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.67% | +0.16% | +1.69% | |
| 14 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.61% | +0.02% | +2.16% | |
| 15 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 1.61% | -1.76% | EXIT | |
| 16 | VUG | Vanguard Growth ETF | ETF-Other | 1.54% | +0.08% | +0.19% | |
| 17 | VB | Vanguard Small-cap ETF | ETF-Other | 1.53% | +0.18% | +1.17% | |
| 18 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.35% | +0.10% | -0.33% | |
| 19 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.33% | +0.01% | +4.43% | |
| 20 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.30% | -0.12% | +1.40% | |
| 21 | IQLT | Ishares Msci International Q | ETF-Other | 1.29% | +0.05% | +1.27% | |
| 22 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 1.29% | +0.07% | +1.88% | |
| 23 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.23% | +0.02% | +2.44% | |
| 24 | EMGF | Ishares Emerging Markets Equ | ETF-Emerging Markets | 1.23% | +0.05% | +0.86% | |
| 25 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 1.21% | -0.09% | +2.78% | |
| 26 | IAU | Ishares Gold Trust | ETF-Commodities | 1.11% | -0.23% | -2.38% | |
| 27 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.08% | +0.11% | -0.08% | |
| 28 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.98% | +0.27% | +1.38% | |
| 29 | VTV | Vanguard Value ETF | ETF-Other | 0.96% | -0.02% | +0.84% | |
| 30 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.89% | +0.03% | +0.03% | |
| 31 | FPEI | First Trust Institutional Pr | ETF-Other | 0.81% | -0.13% | +2.03% | |
| 32 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.80% | -0.15% | +1.66% | |
| 33 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.80% | -0.87% | EXIT | |
| 34 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.78% | +0.89% | +2.09% | |
| 35 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.76% | -0.84% | EXIT | |
| 36 | AAPL | Apple Inc | Stock-Tech | 0.61% | — | -1.82% | |
| 37 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.60% | +0.01% | +2.24% | |
| 38 | NVDA | Nvidia CORP | Stock-Tech | 0.57% | +0.07% | +0.08% | |
| 39 | MSFT | Microsoft CORP | Stock-Tech | 0.57% | -0.05% | +0.26% | |
| 40 | SPG | Simon Property Group Inc | Stock-Real Estate | 0.28% | +0.03% | +1.18% | |
| 41 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.27% | -0.06% | +11.36% | |
| 42 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.26% | +0.02% | +0.12% | |
| 43 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.23% | +0.03% | +6.04% | |
| 44 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.22% | — | -1.18% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.22% | — | — | |
| 46 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.21% | +0.43% | -1.14% | |
| 47 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.20% | — | -4.40% | |
| 48 | XVV | Ishares Esg Select Screened | ETF-Other | 0.19% | +0.01% | -1.43% | |
| 49 | AMAT | Applied Materials Inc | Stock-Tech | 0.18% | +0.20% | +0.19% | |
| 50 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.16% | -0.01% | +0.30% |
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 Q4 2025.
During Q4 2025, Veridan Wealth LLC's top holdings by market value included RKT (38.6%)、WFC (4.3%)、IUSB (3.0%). The largest single position, RKT, represented 38.6% of total portfolio value.
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Top New Position Initiated
RKT
市值: $115.0M
Top Position Liquidated / Trimmed
07WA
前期市值: $113.8M
In Q4 2025, Veridan Wealth LLC made 47 total portfolio adjustments, initiating 2 new buys, adding to 35 positions, trimming 8 holdings, and fully liquidating 2 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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