Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Veridan Wealth LLC (CIK 2052405) reported $294.0M across 84 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: RKT ($93.6M, 31.83%), WFC ($11.4M, 3.87%), IWY ($8.7M, 2.95%), MGV ($6.9M, 2.34%), IWX ($6.8M, 2.30%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | RKT | ROCKET COS INC | $93.6M | 31.83% | 5.9M | Hold |
| 2 | WFC | WELLS FARGO & CO | $11.4M | 3.87% | 137,751 | Added |
| 3 | IWY | ISHARES TR | $8.7M | 2.95% | 29,791 | Added |
| 4 | MGV | VANGUARD WORLD FD | $6.9M | 2.34% | 42,136 | Trimmed |
| 5 | IWX | ISHARES TR | $6.8M | 2.30% | 64,262 | Trimmed |
| 6 | IWL | ISHARES TR | $6.6M | 2.24% | 35,548 | Trimmed |
| 7 | HFXI | NEW YORK LIFE INVESTMENTS ET | $6.5M | 2.23% | 171,934 | Trimmed |
| 8 | OEF | ISHARES TR | $6.5M | 2.19% | 17,636 | Trimmed |
| 9 | FENI | FIDELITY COVINGTON TRUST | $6.4M | 2.18% | 159,498 | Added |
| 10 | IMTM | ISHARES TR | $6.3M | 2.15% | 118,750 | Added |
| 11 | RKT | ROCKET COS INC | $5.9M | 2.01% | 0 | Hold |
| 12 | VO | VANGUARD INDEX FDS | $5.9M | 2.00% | 73,048 | Added |
| 13 | VB | VANGUARD INDEX FDS | $5.6M | 1.90% | 18,406 | Added |
| 14 | VCIT | VANGUARD SCOTTSDALE FDS | $5.3M | 1.82% | 64,675 | Added |
| 15 | IEI | ISHARES TR | $5.2M | 1.78% | 44,643 | Added |
| 16 | ICSH | ISHARES TR | $5.2M | 1.77% | 102,902 | New |
| 17 | IGSB | ISHARES TR | $5.1M | 1.73% | 97,160 | New |
| 18 | VUG | VANGUARD INDEX FDS | $4.6M | 1.56% | 53,174 | Added |
| 19 | ESGD | ISHARES TR | $4.5M | 1.54% | 43,954 | Added |
| 20 | IQLT | ISHARES TR | $4.5M | 1.54% | 91,594 | Added |
| 21 | IEF | ISHARES TR | $4.5M | 1.52% | 47,157 | Added |
| 22 | EMGF | ISHARES INC | $4.4M | 1.49% | 59,652 | Trimmed |
| 23 | SCHF | SCHWAB STRATEGIC TR | $4.3M | 1.45% | 154,246 | Trimmed |
| 24 | SCHG | SCHWAB STRATEGIC TR | $4.2M | 1.43% | 124,000 | Added |
| 25 | VOE | VANGUARD INDEX FDS | $4.1M | 1.39% | 20,646 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30