Holders — by stockHoldings — by fund
Veridan Wealth LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002052405
$294.0M
disclosed book value
86
positions
31.8%
largest position share
Positions, as of 2026-06-30
top 86 of 86 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | RKTROCKET COS INC | 5.9M | $93.6M | 31.8% |
| 2 | WFCWELLS FARGO & CO | 137,751 | $11.4M | 3.9% |
| 3 | IWYISHARES TR | 29,791 | $8.7M | 2.9% |
| 4 | MGVVANGUARD WORLD FD | 42,136 | $6.9M | 2.3% |
| 5 | IWXISHARES TR | 64,262 | $6.8M | 2.3% |
| 6 | IWLISHARES TR | 35,548 | $6.6M | 2.2% |
| 7 | HFXINEW YORK LIFE INVESTMENTS ET | 171,934 | $6.5M | 2.2% |
| 8 | OEFISHARES TR | 17,636 | $6.5M | 2.2% |
| 9 | FENIFIDELITY COVINGTON TRUST | 159,498 | $6.4M | 2.2% |
| 10 | IMTMISHARES TR | 118,750 | $6.3M | 2.2% |
| 11 | ROCKET COS INCPUT | 374,800 | $5.9M | 2% |
| 12 | VOVANGUARD INDEX FDS | 73,048 | $5.9M | 2% |
| 13 | VBVANGUARD INDEX FDS | 18,406 | $5.6M | 1.9% |
| 14 | VCITVANGUARD SCOTTSDALE FDS | 64,675 | $5.3M | 1.8% |
| 15 | IEIISHARES TR | 44,643 | $5.2M | 1.8% |
| 16 | ICSHISHARES TR | 102,902 | $5.2M | 1.8% |
| 17 | IGSBISHARES TR | 97,160 | $5.1M | 1.7% |
| 18 | VUGVANGUARD INDEX FDS | 53,174 | $4.6M | 1.6% |
| 19 | IQLTISHARES TR | 91,594 | $4.5M | 1.5% |
| 20 | ESGDISHARES TR | 43,954 | $4.5M | 1.5% |
| 21 | IEFISHARES TR | 47,157 | $4.5M | 1.5% |
| 22 | EMGFISHARES INC | 59,652 | $4.4M | 1.5% |
| 23 | SCHFSCHWAB STRATEGIC TR | 154,246 | $4.3M | 1.5% |
| 24 | SCHGSCHWAB STRATEGIC TR | 124,000 | $4.2M | 1.4% |
| 25 | VOEVANGUARD INDEX FDS | 20,646 | $4.1M | 1.4% |
| 26 | FNDESCHWAB STRATEGIC TR | 100,988 | $4.0M | 1.4% |
| 27 | IWPISHARES TR | 25,550 | $3.7M | 1.3% |
| 28 | QQQINVESCO QQQ TR | 5,005 | $3.7M | 1.3% |
| 29 | IAUISHARES GOLD TR | 42,941 | $3.2M | 1.1% |
| 30 | VTVVANGUARD INDEX FDS | 14,515 | $3.2M | 1.1% |
| 31 | MGKVANGUARD WORLD FD | 31,982 | $2.8M | 1% |
| 32 | PAVEGLOBAL X FDS | 40,879 | $2.4M | 0.8% |
| 33 | FPEIFIRST TR EXCH TRADED FD III | 117,893 | $2.3M | 0.8% |
| 34 | VMBSVANGUARD SCOTTSDALE FDS | 47,901 | $2.2M | 0.8% |
| 35 | TDTFFLEXSHARES TR | 90,051 | $2.1M | 0.7% |
| 36 | SCHESCHWAB STRATEGIC TR | 56,626 | $2.1M | 0.7% |
| 37 | AAPLAPPLE INC | 7,083 | $2.0M | 0.7% |
| 38 | NVDANVIDIA CORPORATION | 10,042 | $2.0M | 0.7% |
| 39 | GOOGALPHABET INC | 5,207 | $1.8M | 0.6% |
| 40 | MSFTMICROSOFT CORP | 3,875 | $1.4M | 0.5% |
| 41 | AMATAPPLIED MATLS INC | 1,913 | $1.4M | 0.5% |
| 42 | ALPHABET INCPUT | 3,500 | $1.2M | 0.4% |
| 43 | CMBSISHARES TR | 22,000 | $1.1M | 0.4% |
| 44 | SPGSIMON PPTY GROUP INC NEW | 4,664 | $1.0M | 0.4% |
| 45 | AMZNAMAZON COM INC | 3,628 | $864,698 | 0.3% |
| 46 | GOOGLALPHABET INC | 2,323 | $830,042 | 0.3% |
| 47 | VTEBVANGUARD MUN BD FDS | 15,535 | $785,740 | 0.3% |
| 48 | IUSBISHARES TR | 16,736 | $772,363 | 0.3% |
| 49 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,465 | $733,071 | 0.2% |
| 50 | ESGUISHARES TR | 4,129 | $675,861 | 0.2% |
| 51 | XVVISHARES TR | 10,164 | $577,222 | 0.2% |
| 52 | AVGOBROADCOM INC | 1,311 | $495,279 | 0.2% |
| 53 | VXFVANGUARD INDEX FDS | 1,999 | $492,098 | 0.2% |
| 54 | SNPEDBX ETF TR | 7,029 | $484,020 | 0.2% |
| 55 | METAMETA PLATFORMS INC | 832 | $468,468 | 0.2% |
| 56 | QUALISHARES TR | 2,083 | $457,111 | 0.2% |
| 57 | EAGGISHARES TR | 9,577 | $454,043 | 0.2% |
| 58 | XMMOINVESCO EXCHANGE TRADED FD T | 2,456 | $417,935 | 0.1% |
| 59 | IWMISHARES TR | 1,334 | $400,801 | 0.1% |
| 60 | USSGDBX ETF TR | 5,640 | $391,764 | 0.1% |
| 61 | SUSLISHARES TR | 2,918 | $387,337 | 0.1% |
| 62 | EFIVSPDR SERIES TRUST | 5,294 | $386,121 | 0.1% |
| 63 | SPYSTATE STR SPDR S&P 500 ETF T | 515 | $384,799 | 0.1% |
| 64 | VYMVANGUARD WHITEHALL FDS | 2,427 | $383,500 | 0.1% |
| 65 | IVVISHARES TR | 505 | $378,061 | 0.1% |
| 66 | SDYSPDR SERIES TRUST | 2,483 | $377,930 | 0.1% |
| 67 | VIGVANGUARD SPECIALIZED FUNDS | 1,582 | $374,360 | 0.1% |
| 68 | LLYELI LILLY & CO | 299 | $358,309 | 0.1% |
| 69 | JPMJPMORGAN CHASE & CO | 1,072 | $350,892 | 0.1% |
| 70 | TSLATESLA INC | 825 | $346,995 | 0.1% |
| 71 | SUSBISHARES TR | 13,627 | $340,531 | 0.1% |
| 72 | WMTWALMART INC | 2,966 | $335,956 | 0.1% |
| 73 | EXMOCEXXON MOBIL CORP | 2,420 | $330,807 | 0.1% |
| 74 | COSTCOSTCO WHOLESALE CORPORATION | 332 | $310,540 | 0.1% |
| 75 | SMLFISHARES TR | 3,340 | $297,761 | 0.1% |
| 76 | LRCXLAM RESEARCH CORP | 681 | $294,967 | 0.1% |
| 77 | ESGEISHARES INC | 4,965 | $271,548 | 0.1% |
| 78 | EASGDBX ETF TR | 6,571 | $251,975 | 0.1% |
| 79 | NUDMNUSHARES ETF TR | 6,288 | $251,654 | 0.1% |
| 80 | IJJISHARES TR | 1,677 | $247,799 | 0.1% |
| 81 | BIVVANGUARD BD INDEX FDS | 3,107 | $238,329 | 0.1% |
| 82 | SUSCISHARES TR | 9,824 | $227,447 | 0.1% |
| 83 | GEGE AEROSPACE | 605 | $226,279 | 0.1% |
| 84 | VVISA INC | 631 | $216,429 | 0.1% |
| 85 | ACWIISHARES TR | 1,365 | $214,286 | 0.1% |
| 86 | AMDADVANCED MICRO DEVICES INC | 363 | $210,870 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.