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 $270.4M across 79 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: RKT ($84.6M, 31.30%), WFC ($10.9M, 4.04%), IUSB ($8.8M, 3.27%), IWY ($7.4M, 2.73%), BIV ($7.1M, 2.62%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | RKT | ROCKET COS INC | $84.6M | 31.30% | 5.9M | Hold |
| 2 | WFC | WELLS FARGO & CO | $10.9M | 4.04% | 137,065 | Hold |
| 3 | IUSB | ISHARES TR | $8.8M | 3.27% | 191,178 | Trimmed |
| 4 | IWY | ISHARES TR | $7.4M | 2.73% | 29,679 | Trimmed |
| 5 | BIV | VANGUARD BD INDEX FDS | $7.1M | 2.62% | 91,844 | Added |
| 6 | IWX | ISHARES TR | $6.2M | 2.31% | 67,297 | Added |
| 7 | MGV | VANGUARD WORLD FD | $6.2M | 2.29% | 42,690 | Trimmed |
| 8 | HFXI | NEW YORK LIFE INVESTMENTS ET | $5.9M | 2.19% | 175,951 | Added |
| 9 | IWL | ISHARES TR | $5.9M | 2.17% | 36,558 | Added |
| 10 | OEF | ISHARES TR | $5.8M | 2.14% | 18,171 | Added |
| 11 | FENI | FIDELITY COVINGTON TRUST | $5.5M | 2.05% | 149,046 | Added |
| 12 | IMTM | ISHARES TR | $5.5M | 2.02% | 113,956 | Added |
| 13 | RKT | ROCKET COS INC | $5.3M | 1.98% | 374,800 | New |
| 14 | VO | VANGUARD INDEX FDS | $5.0M | 1.84% | 17,369 | Added |
| 15 | VCIT | VANGUARD SCOTTSDALE FDS | $4.9M | 1.80% | 58,672 | Added |
| 16 | IGIB | ISHARES TR | $4.8M | 1.76% | 89,264 | Added |
| 17 | VB | VANGUARD INDEX FDS | $4.6M | 1.72% | 17,731 | Added |
| 18 | VOE | VANGUARD INDEX FDS | $4.1M | 1.51% | 22,094 | Added |
| 19 | IEF | ISHARES TR | $4.1M | 1.51% | 42,872 | Added |
| 20 | IQLT | ISHARES TR | $4.0M | 1.49% | 86,992 | Added |
| 21 | VUG | VANGUARD INDEX FDS | $4.0M | 1.48% | 9,189 | Trimmed |
| 22 | ESGD | ISHARES TR | $4.0M | 1.47% | 41,436 | Added |
| 23 | FNDE | SCHWAB STRATEGIC TR | $3.9M | 1.45% | 102,427 | Added |
| 24 | EMGF | ISHARES INC | $3.9M | 1.44% | 64,411 | Added |
| 25 | SCHF | SCHWAB STRATEGIC TR | $3.9M | 1.43% | 155,914 | Added |
Source: SEC Form 13F filings · as of 2026-03-31