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CIK: 0002052405
Total reported value
$294.0M
$294.0M
80 檔
40.4%
In Q1 2026, Veridan Wealth LLC's U.S. equity holdings reached a combined market value of $294.0M, distributed across 80 disclosed stock positions.
In Q1 2026, Veridan Wealth LLC displayed an active expansion posture, initiating 2 new positions and adding to 53 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including RKT, WFC, IUSB) accounted for 40.4% of total reported equity market value during Q1 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | RKT | Rocket Cos Inc-class A | Stock-Financials | 31.30% | +0.53% | — | |
| 2 | WFC | Wells Fargo & Co | Stock-Financials | 4.04% | -0.17% | — | |
| 3 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 3.27% | -3.01% | -0.03% | |
| 4 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 2.73% | +0.22% | -0.60% | |
| 5 | BIV | Vanguard Intermediate-term B | ETF-Other | 2.62% | -2.54% | +0.30% | |
| 6 | IWX | Ishares Russell Top 200 Valu | ETF-Other | 2.31% | -0.01% | +0.66% | |
| 7 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 2.29% | +0.05% | -0.35% | |
| 8 | HFXI | Nyli Ftse Intl Eq Cur Ntrl | ETF-Other | 2.19% | +0.04% | +2.80% | |
| 9 | IWL | Ishares Russell Top 200 ETF | ETF-Other | 2.17% | +0.07% | +0.82% | |
| 10 | OEF | Ishares S&p 100 ETF | ETF-Other | 2.14% | +0.05% | +0.84% | |
| 11 | FENI | Fidelity Enhanced Intl ETF | ETF-Other | 2.05% | +0.13% | +3.20% | |
| 12 | IMTM | Ishares Msci Intl Momentum F | ETF-Other | 2.02% | +0.13% | +2.74% | |
| 13 | ✓ | Rocket Cos Inc | Stock-Other | 1.98% | +0.03% | — | |
| 14 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.84% | +0.16% | +1.58% | |
| 15 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.80% | +0.02% | +2.51% | |
| 16 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 1.76% | -1.76% | EXIT | |
| 17 | VB | Vanguard Small-cap ETF | ETF-Other | 1.72% | +0.18% | +0.35% | |
| 18 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.51% | +0.01% | +3.80% | |
| 19 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.51% | -0.12% | +1.54% | |
| 20 | IQLT | Ishares Msci International Q | ETF-Other | 1.49% | +0.05% | +2.76% | |
| 21 | VUG | Vanguard Growth ETF | ETF-Other | 1.48% | +0.08% | -2.33% | |
| 22 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 1.47% | +0.07% | +2.60% | |
| 23 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 1.45% | -0.09% | +2.37% | |
| 24 | EMGF | Ishares Emerging Markets Equ | ETF-Emerging Markets | 1.44% | +0.05% | +2.16% | |
| 25 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.43% | +0.02% | +2.41% | |
| 26 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.33% | +0.10% | +0.56% | |
| 27 | IAU | Ishares Gold Trust | ETF-Commodities | 1.33% | -0.23% | +0.56% | |
| 28 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.14% | +0.11% | +2.57% | |
| 29 | VTV | Vanguard Value ETF | ETF-Other | 1.10% | -0.02% | +0.59% | |
| 30 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 1.00% | +0.27% | -1.12% | |
| 31 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.93% | +0.03% | +6.22% | |
| 32 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.91% | -0.15% | +4.12% | |
| 33 | FPEI | First Trust Institutional Pr | ETF-Other | 0.90% | -0.13% | +3.00% | |
| 34 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.89% | +0.89% | +4.66% | |
| 35 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.87% | -0.87% | EXIT | |
| 36 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.84% | -0.84% | EXIT | |
| 37 | AAPL | Apple Inc | Stock-Tech | 0.70% | — | +11.79% | |
| 38 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.69% | +0.01% | +3.29% | |
| 39 | NVDA | Nvidia CORP | Stock-Tech | 0.61% | +0.07% | +2.95% | |
| 40 | MSFT | Microsoft CORP | Stock-Tech | 0.54% | -0.05% | +11.88% | |
| 41 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.33% | -0.06% | +14.75% | |
| 42 | SPG | Simon Property Group Inc | Stock-Real Estate | 0.32% | +0.03% | +1.21% | |
| 43 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.27% | +0.02% | +4.41% | |
| 44 | AMAT | Applied Materials Inc | Stock-Tech | 0.27% | +0.20% | +2.42% | |
| 45 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.25% | +0.03% | +5.11% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.25% | — | +8.57% | |
| 47 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.23% | — | -2.06% | |
| 48 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.20% | +0.43% | -4.71% | |
| 49 | XVV | Ishares Esg Select Screened | ETF-Other | 0.19% | +0.01% | -2.29% | |
| 50 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.18% | -0.01% | -0.35% |
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 2026.
During Q1 2026, Veridan Wealth LLC's top holdings by market value included RKT (31.3%)、WFC (4.0%)、IUSB (3.3%). The largest single position, RKT, represented 31.3% of total portfolio value.
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Top New Position Initiated
ROCKET COS INC
市值: $5.3M
Top Position Liquidated / Trimmed
NKE
前期市值: $214.5K
In Q1 2026, Veridan Wealth LLC made 78 total portfolio adjustments, initiating 2 new buys, adding to 53 positions, trimming 22 holdings, and fully liquidating 1 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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