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 51–79 of 79
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SNPE | DBX ETF TR | 8K | $100K–$500K | SH |
| AVGO | BROADCOM INC | 1K | $100K–$500K | SH |
| QUAL | ISHARES TR | 2K | $100K–$500K | SH |
| IJJ | ISHARES TR | 3K | $100K–$500K | SH |
| EAGG | ISHARES TR | 9K | $100K–$500K | SH |
| META | META PLATFORMS INC | 663 | $100K–$500K | SH |
| IVV | ISHARES TR | 581 | $100K–$500K | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 2K | $100K–$500K | SH |
| VYM | VANGUARD WHITEHALL FDS | 3K | $100K–$500K | SH |
| EFIV | SPDR SERIES TRUST | 6K | $100K–$500K | SH |
| SDY | SPDR SERIES TRUST | 3K | $100K–$500K | SH |
| SUSL | ISHARES TR | 3K | $100K–$500K | SH |
| USSG | DBX ETF TR | 6K | $100K–$500K | SH |
| SUSB | ISHARES TR | 14K | $100K–$500K | SH |
| XMMO | INVESCO EXCHANGE TRADED FD T | 2K | $100K–$500K | SH |
| PG | PROCTER AND GAMBLE CO | 2K | $100K–$500K | SH |
| WMT | WALMART INC | 3K | $100K–$500K | SH |
| XOM | EXXON MOBIL CORP | 2K | $100K–$500K | SH |
| JPM | JPMORGAN CHASE & CO. | 925 | $100K–$500K | SH |
| LLY | ELI LILLY & CO | 262 | $100K–$500K | SH |
| SMLF | ISHARES TR | 4K | $100K–$500K | SH |
| TSLA | TESLA INC | 595 | $100K–$500K | SH |
| ESGE | ISHARES INC | 6K | $100K–$500K | SH |
| ACWI | ISHARES TR | 2K | $100K–$500K | SH |
| NUDM | NUSHARES ETF TR | 7K | $100K–$500K | SH |
| EASG | DBX ETF TR | 7K | $100K–$500K | SH |
| SUSC | ISHARES TR | 10K | $100K–$500K | SH |
| V | VISA INC | 659 | $100K–$500K | SH |
| NKE | NIKE INC | 3K | $100K–$500K | SH |