CIK 2052405
Veridan Wealth LLC
Institutional 13F holdings & portfolio
Holdings
79
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 79
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| RKT | ROCKET COS INC | 5.9M | $1M+ | SH |
| WFC | WELLS FARGO CO NEW | 137K | $1M+ | SH |
| IUSB | ISHARES TR | 191K | $1M+ | SH |
| IWY | ISHARES TR | 30K | $1M+ | SH |
| BIV | VANGUARD BD INDEX FDS | 92K | $1M+ | SH |
| IWL | ISHARES TR | 36K | $1M+ | SH |
| OEF | ISHARES TR | 18K | $1M+ | SH |
| IWX | ISHARES TR | 67K | $1M+ | SH |
| MGV | VANGUARD WORLD FD | 43K | $1M+ | SH |
| HFXI | NEW YORK LIFE INVESTMENTS ET | 171K | $1M+ | SH |
| IMTM | ISHARES TR | 111K | $1M+ | SH |
| FENI | FIDELITY COVINGTON TRUST | 144K | $1M+ | SH |
| VO | VANGUARD INDEX FDS | 17K | $1M+ | SH |
| VCIT | VANGUARD SCOTTSDALE FDS | 57K | $1M+ | SH |
| IGIB | ISHARES TR | 89K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 9K | $1M+ | SH |
| VB | VANGUARD INDEX FDS | 18K | $1M+ | SH |
| SCHG | SCHWAB STRATEGIC TR | 123K | $1M+ | SH |
| IEF | ISHARES TR | 41K | $1M+ | SH |
| VOE | VANGUARD INDEX FDS | 22K | $1M+ | SH |
| IQLT | ISHARES TR | 85K | $1M+ | SH |
| ESGD | ISHARES TR | 40K | $1M+ | SH |
| SCHF | SCHWAB STRATEGIC TR | 152K | $1M+ | SH |
| EMGF | ISHARES INC | 63K | $1M+ | SH |
| FNDE | SCHWAB STRATEGIC TR | 100K | $1M+ | SH |
| IAU | ISHARES GOLD TR | 41K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 5K | $1M+ | SH |
| IWP | ISHARES TR | 21K | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 15K | $1M+ | SH |
| MGK | VANGUARD WORLD FD | 6K | $1M+ | SH |
| FPEI | FIRST TR EXCH TRADED FD III | 124K | $1M+ | SH |
| VMBS | VANGUARD SCOTTSDALE FDS | 50K | $1M+ | SH |
| TLH | ISHARES TR | 23K | $1M+ | SH |
| IEI | ISHARES TR | 19K | $1M+ | SH |
| SCHP | SCHWAB STRATEGIC TR | 85K | $1M+ | SH |
| AAPL | APPLE INC | 7K | $1M+ | SH |
| SCHE | SCHWAB STRATEGIC TR | 54K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 9K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 4K | $1M+ | SH |
| SPG | SIMON PPTY GROUP INC NEW | 5K | $500K+ | SH |
| VTEB | VANGUARD MUN BD FDS | 16K | $500K+ | SH |
| AMZN | AMAZON COM INC | 3K | $500K+ | SH |
| GOOGL | ALPHABET INC | 2K | $500K+ | SH |
| ESGU | ISHARES TR | 4K | $500K+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 1K | $500K+ | SH |
| GOOG | ALPHABET INC | 2K | $500K+ | SH |
| COST | COSTCO WHSL CORP NEW | 673 | $500K+ | SH |
| XVV | ISHARES TR | 10K | $500K+ | SH |
| AMAT | APPLIED MATLS INC | 2K | $500K+ | SH |
| VXF | VANGUARD INDEX FDS | 2K | $100K–$500K | SH |