Veridan Wealth LLC
13F Reported Value
ⓘ$270.4M
incl. option notional
Equity Holdings
ⓘ$265.1M
Option Notional
ⓘ$5.3M
$5.3M puts / $0 calls
Holdings
80
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Veridan Wealth LLC disclosed 80 positions worth $270.4M in its Form 13F-HR for Q1 2026 — $265.1M in common stock plus $5.3M of put/call option positions (reported at underlying notional value, not premium at risk), led by $RKT (Rocket Companies, Inc.) at 31.9% of the equity portfolio, followed by $WFC. During the quarter the fund opened 2 new positions and exited 1 and a full exit from $NKE. The portfolio is most concentrated in Other (57.5% of disclosed assets). All figures are sourced directly from Veridan Wealth LLC’s Form 13F-HR filing with the SEC under CIK 2052405.
AI Fund Analysis
Diversifying
$WFC
$MSFTSector Allocation
AUM History
Top Equity Holdings by Value
Option Positions
13F rules report options at the value of the underlying shares (notional) — not the premium paid or capital at risk. Shown separately from the equity sleeve above.
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- —
Quality
$84.6M5,939,945 sh - —
Quality
$10.9M137,065 sh ISHARES TR
—Quality
$8.8M191,178 shISHARES TR
—Quality
$7.4M29,679 shVANGUARD BD INDEX FDS
—Quality
$7.1M91,844 shISHARES TR
—Quality
$6.2M67,297 shVANGUARD WORLD FD
—Quality
$6.2M42,690 shNEW YORK LIFE INVESTMENTS ET
—Quality
$5.9M175,951 shISHARES TR
—Quality
$5.9M36,558 shISHARES TR
—Quality
$5.8M18,171 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Rocket Companies, Inc.$RKT | — | $84.6M | 5,939,945 |
| WELLS FARGO & COMPANY/MN$WFC | — | $10.9M | 137,065 |
| ISHARES TR | — | $8.8M | 191,178 |
| ISHARES TR | — | $7.4M | 29,679 |
| VANGUARD BD INDEX FDS | — | $7.1M | 91,844 |
| ISHARES TR | — | $6.2M | 67,297 |
| VANGUARD WORLD FD | — | $6.2M | 42,690 |
| NEW YORK LIFE INVESTMENTS ET | — | $5.9M | 175,951 |
| ISHARES TR | — | $5.9M | 36,558 |
| ISHARES TR | — | $5.8M | 18,171 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Veridan Wealth LLC's 80 positions.
Showing top 10 of 80 holdings.
Sector Allocation
Other
$152.5M
Financials
$101.0M
Technology
$7.8M
Consumer Discretionary
$1.4M
Real Estate
$861,432
Consumer Staples
$560,918
Energy
$444,446
Healthcare
$260,615
Full Holdings — Veridan Wealth LLC (Q1 2026)
All 80 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $RKT | Rocket Companies, Inc. | $84.6M | 31.9% | +0% | — |
| 2 | $WFC | WELLS FARGO & COMPANY/MN | $10.9M | 4.1% | +0% | — |
| 3 | — | ISHARES TR | $8.8M | 3.3% | -0% | — |
| 4 | — | ISHARES TR | $7.4M | 2.8% | -1% | — |
| 5 | — | VANGUARD BD INDEX FDS | $7.1M | 2.7% | +0% | — |
| 6 | — | ISHARES TR | $6.2M | 2.4% | +1% | — |
| 7 | — | VANGUARD WORLD FD | $6.2M | 2.3% | -0% | — |
| 8 | — | NEW YORK LIFE INVESTMENTS ET | $5.9M | 2.2% | +3% | — |
| 9 | — | ISHARES TR | $5.9M | 2.2% | +1% | — |
| 10 | — | ISHARES TR | $5.8M | 2.2% | +1% | — |
| 11 | — | FIDELITY COVINGTON TRUST | $5.5M | 2.1% | +3% | — |
| 12 | — | ISHARES TR | $5.5M | 2.1% | +3% | — |
| 13 | — | ROCKET COS INC | $5.3M | — | NEW | — |
| 14 | — | VANGUARD INDEX FDS | $5.0M | 1.9% | +2% | — |
| 15 | — | VANGUARD SCOTTSDALE FDS | $4.9M | 1.8% | +3% | — |
| 16 | — | ISHARES TR | $4.8M | 1.8% | +1% | — |
| 17 | — | VANGUARD INDEX FDS | $4.6M | 1.8% | +0% | — |
| 18 | — | ISHARES TR | $4.1M | 1.5% | +4% | — |
| 19 | — | VANGUARD INDEX FDS | $4.1M | 1.5% | +2% | — |
| 20 | — | ISHARES TR | $4.0M | 1.5% | +3% | — |
| 21 | — | VANGUARD INDEX FDS | $4.0M | 1.5% | -2% | — |
| 22 | — | ISHARES TR | $4.0M | 1.5% | +3% | — |
| 23 | — | SCHWAB STRATEGIC TR | $3.9M | 1.5% | +2% | — |
| 24 | — | ISHARES INC | $3.9M | 1.5% | +2% | — |
| 25 | — | SCHWAB STRATEGIC TR | $3.9M | 1.5% | +2% | — |
| 26 | — | SCHWAB STRATEGIC TR | $3.6M | 1.4% | +1% | — |
| 27 |  $IAU | ISHARES GOLD TRUST | $3.6M | 1.4% | +1% | — |
| 28 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $3.1M | 1.2% | +3% | — |
| 29 | — | VANGUARD INDEX FDS | $3.0M | 1.1% | +1% | — |
| 30 | — | ISHARES TR | $2.7M | 1.0% | -1% | — |
| 31 | — | VANGUARD WORLD FD | $2.5M | 0.9% | +6% | — |
| 32 | — | VANGUARD SCOTTSDALE FDS | $2.5M | 0.9% | +4% | — |
| 33 | — | FIRST TR EXCH TRADED FD III | $2.4M | 0.9% | +3% | — |
| 34 | — | ISHARES TR | $2.4M | 0.9% | +5% | — |
| 35 | — | ISHARES TR | $2.4M | 0.9% | +0% | — |
| 36 | — | SCHWAB STRATEGIC TR | $2.3M | 0.8% | -0% | — |
| 37 |  $AAPL | Apple Inc. | $1.9M | 0.7% | +12% | 76.1 |
| 38 | — | SCHWAB STRATEGIC TR | $1.9M | 0.7% | +3% | — |
| 39 |  $NVDA | NVIDIA CORP | $1.6M | 0.6% | +3% | 90.2 |
| 40 | $MSFT | MICROSOFT CORP | $1.5M | 0.6% | +12% | 83.7 |
| 41 | — | VANGUARD MUN BD FDS | $901,080 | 0.3% | +15% | — |
| 42 |  $SPG | SIMON PROPERTY GROUP INC. | $861,432 | 0.3% | +1% | 76.9 |
| 43 |  $AMZN | AMAZON COM INC | $738,942 | 0.3% | +4% | 74.6 |
| 44 |  $AMAT | APPLIED MATERIALS INC /DE | $721,723 | 0.3% | +2% | 74.8 |
| 45 |  $GOOG | Alphabet Inc. | $674,425 | 0.3% | +5% | 80.2 |
| 46 |  $BRK.B | BERKSHIRE HATHAWAY INC | $673,755 | 0.3% | +9% | 64.5 |
| 47 | — | ISHARES TR | $613,272 | 0.2% | -2% | — |
| 48 |  $GOOGL | Alphabet Inc. | $545,977 | 0.2% | -5% | 80.2 |
| 49 | — | ISHARES TR | $502,487 | 0.2% | -2% | — |
| 50 | — | VANGUARD INDEX FDS | $473,565 | 0.2% | -0% | — |
| 51 |  $META | Meta Platforms, Inc. | $454,830 | 0.2% | +20% | 80.9 |
| 52 | — | ISHARES TR | $451,817 | 0.2% | +0% | — |
| 53 |  $XOM | EXXON MOBIL CORP | $444,446 | 0.2% | +6% | 61.8 |
| 54 | — | DBX ETF TR | $443,199 | 0.2% | -3% | — |
| 55 | — | ISHARES TR | $436,497 | 0.2% | +0% | — |
| 56 |  $AVGO | Broadcom Inc. | $433,346 | 0.2% | +7% | 86.4 |
| 57 | — | ISHARES TR | $428,577 | 0.2% | -3% | — |
| 58 | — | SPDR SERIES TRUST | $401,116 | 0.1% | +1% | — |
| 59 | — | VANGUARD WHITEHALL FDS | $395,554 | 0.1% | +0% | — |
| 60 | — | VANGUARD SPECIALIZED FUNDS | $391,532 | 0.1% | +2% | — |
| 61 | — | ISHARES TR | $380,488 | 0.1% | +0% | — |
| 62 | — | ISHARES TR | $372,904 | 0.1% | +37% | — |
| 63 |  $IVZ | Invesco Ltd. | $359,083 | 0.1% | +0% | — |
| 64 | — | SPDR SERIES TRUST | $354,348 | 0.1% | -3% | — |
| 65 |  $PG | PROCTER & GAMBLE Co | $347,512 | 0.1% | +6% | 72.9 |
| 66 | — | ISHARES TR | $340,798 | 0.1% | -2% | — |
| 67 | — | DBX ETF TR | $339,287 | 0.1% | -3% | — |
| 68 | — | ISHARES TR | $332,974 | 0.1% | -5% | — |
| 69 |  $WMT | Walmart Inc. | $327,771 | 0.1% | -5% | 63.2 |
| 70 |  $JPM | JPMORGAN CHASE & CO | $298,743 | 0.1% | +10% | 35.6 |
| 71 |  $COST | COSTCO WHOLESALE CORP /NEW | $297,533 | 0.1% | -56% | 67 |
| 72 |  $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | $264,130 | 0.1% | -3% | — |
| 73 |  $LLY | ELI LILLY & Co | $260,615 | 0.1% | +8% | 89.3 |
| 74 | — | ISHARES TR | $251,730 | 0.1% | +0% | — |
| 75 |  $TSLA | Tesla, Inc. | $235,690 | 0.1% | +7% | 50.1 |
| 76 | — | NUSHARES ETF TR | $235,228 | 0.1% | -3% | — |
| 77 | — | DBX ETF TR | $231,516 | 0.1% | -3% | — |
| 78 | — | ISHARES TR | $229,449 | 0.1% | -3% | — |
| 79 |  $V | VISA INC. | $214,802 | 0.1% | +8% | 83.5 |
| 80 |  $MCK | MCKESSON CORP | $213,406 | 0.1% | NEW | 63.7 |
New Positions (2)
$MCK MCKESSON CORP$213,406Exited Positions (1)
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