Veridan Wealth LLC Top Holdings and 13F Report (2026) About Veridan Wealth LLCInvestment ActivityVeridan Wealth LLC has $270.39 million in total holdings as of March 31, 2026.Veridan Wealth LLC owns shares of 80 different stocks, but just 26 companies or ETFs make up 80% of its holdings.Approximately 3.23% of the portfolio was purchased this quarter.About 0.36% of the portfolio was sold this quarter.This quarter, Veridan Wealth LLC has purchased 79 new stocks and bought additional shares in 53 stocks.Veridan Wealth LLC sold shares of 22 stocks and completely divested from 1 stock this quarter.Largest Holdings Rocket Companies $84,644,216Wells Fargo & Company $10,911,782iShares Core Total USD Bond Market ETF $8,830,489iShares Russell Top 200 Growth ETF $7,385,206Vanguard Intermediate-Term Bond ETF $7,088,489 Largest New Holdings this Quarter 77311W951 - ROCKET COS INC $5,340,900 Holding58155Q103 - McKesson $213,406 Holding Largest Purchases this Quarter ROCKET COS INC 374,800 shares (about $5.34M)McKesson 247 shares (about $213.41K)Apple 784 shares (about $198.98K)FIDELITY COVINGTON TRUST 4,623 shares (about $171.98K)NYLI FTSE International Equity Currency Neutral ETF 4,788 shares (about $160.78K) Largest Sales this Quarter Costco Wholesale 374 shares (about $372.17K)Vanguard Growth ETF 219 shares (about $95.66K)iShares Russell Top 200 Growth ETF 180 shares (about $44.79K)iShares Russell Mid-Cap Growth ETF 239 shares (about $30.62K)Alphabet 94 shares (about $26.97K) Sector Allocation Over TimeMap of 500 Largest Holdings ofVeridan Wealth LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorRKTRocket Companies$84,644,2160.0%5,939,94531.3%FinanceWFCWells Fargo & Company$10,911,7820.0%137,0654.0%FinanceIUSBiShares Core Total USD Bond Market ETF$8,830,489$3,049 â–¼0.0%191,1783.3%ManufacturingIWYiShares Russell Top 200 Growth ETF$7,385,206$44,790 â–¼-0.6%29,6792.7%ETFBIVVanguard Intermediate-Term Bond ETF$7,088,489$21,147 â–²0.3%91,8442.6%ETFIWXiShares Russell Top 200 Value ETF$6,236,368$40,682 â–²0.7%67,2972.3%ETFMGVVanguard Mega Cap Value ETF$6,187,967$21,598 â–¼-0.3%42,6902.3%ETFHFXINYLI FTSE International Equity Currency Neutral ETF$5,908,426$160,781 â–²2.8%175,9512.2%ETFIWLiShares Russell Top 200 ETF$5,866,801$47,983 â–²0.8%36,5582.2%ETFOEFiShares S&P 100 ETF$5,779,511$48,027 â–²0.8%18,1712.1%ETFFIDELITY COVINGTON TRUST$5,544,524$171,976 â–²3.2%149,0462.1%ENHANCED INTLIMTMiShares MSCI Intl Momentum Factor ETF$5,472,144$146,172 â–²2.7%113,9562.0%ETFROCKET COS INC$5,340,900$5,340,900 â–²New Holding374,8002.0%PUTVOVanguard Mid-Cap ETF$4,988,170$77,828 â–²1.6%17,3691.8%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$4,855,135$118,912 â–²2.5%58,6721.8%ETFIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$4,750,653$30,708 â–²0.7%89,2641.8%ManufacturingVBVanguard Small-Cap ETF$4,644,033$15,977 â–²0.3%17,7311.7%ETFIEFiShares 7-10 Year Treasury Bond ETF$4,091,724$149,651 â–²3.8%42,8721.5%ETFVOEVanguard Mid-Cap Value ETF$4,071,432$61,733 â–²1.5%22,0941.5%ETFIQLTiShares MSCI Intl Quality Factor ETF$4,021,658$107,994 â–²2.8%86,9921.5%ETFVUGVanguard Growth ETF$4,013,609$95,656 â–¼-2.3%9,1891.5%ETFESGDiShares ESG Aware MSCI EAFE ETF$3,962,078$100,305 â–²2.6%41,4361.5%ManufacturingFNDESchwab Fundamental Emerging Markets Equity ETF$3,918,840$90,791 â–²2.4%102,4271.4%ETFEMGFiShares Emerging Markets Equity Factor ETF$3,892,379$82,306 â–²2.2%64,4111.4%ETFSCHFSchwab International Equity ETF$3,858,875$90,659 â–²2.4%155,9141.4%ETFSCHGSchwab U.S. Large-Cap Growth ETF$3,607,839$20,187 â–²0.6%123,8531.3%ETFIAUiShares Gold Trust$3,604,774$20,100 â–²0.6%40,8891.3%FinanceQQQInvesco QQQ$3,084,898$77,339 â–²2.6%5,3451.1%FinanceVTVVanguard Value ETF$2,964,493$17,461 â–²0.6%15,1101.1%ETFIWPiShares Russell Mid-Cap Growth ETF$2,708,892$30,621 â–¼-1.1%21,1431.0%ETFMGKVanguard Mega Cap Growth ETF$2,517,449$147,350 â–²6.2%6,8510.9%ETFVMBSVanguard Mortgage-Backed Securities ETF$2,466,908$97,704 â–²4.1%52,5430.9%ETFFPEIFirst Trust Institutional Preferred Securities and Income ETF$2,432,180$70,794 â–²3.0%128,0090.9%ETFIEIiShares 3-7 Year Treasury Bond ETF$2,411,551$107,454 â–²4.7%20,3330.9%ETFTLHiShares 10-20 Year Treasury Bond ETF$2,351,296$4,129 â–²0.2%23,3450.9%ETFSCHPSchwab U.S. TIPS ETF$2,261,141$8,462 â–¼-0.4%84,9730.8%ETFAAPLApple$1,887,025$198,982 â–²11.8%7,4350.7%Computer and TechnologySCHESchwab Emerging Markets Equity ETF$1,853,649$59,080 â–²3.3%56,2560.7%ETFNVDANVIDIA$1,642,106$47,087 â–²3.0%9,4160.6%Computer and TechnologyMSFTMicrosoft$1,456,817$154,713 â–²11.9%3,9360.5%Computer and TechnologyVTEBVanguard Tax-Exempt Bond ETF$901,080$115,847 â–²14.8%18,0610.3%ETFSPGSimon Property Group$861,432$10,260 â–²1.2%4,6180.3%FinanceAMZNAmazon.com$738,942$31,241 â–²4.4%3,5480.3%Retail/WholesaleAMATApplied Materials$721,723$17,086 â–²2.4%2,1120.3%Computer and TechnologyGOOGLAlphabet$674,425$32,787 â–²5.1%2,3450.2%Computer and TechnologyBRK.BBerkshire Hathaway$673,755$53,191 â–²8.6%1,4060.2%FinanceESGUiShares ESG Aware MSCI USA ETF$613,272$12,868 â–¼-2.1%4,3370.2%ManufacturingGOOGAlphabet$545,977$26,969 â–¼-4.7%1,9030.2%Computer and TechnologyXVViShares ESG Select Screened S&P 500 ETF$502,487$11,764 â–¼-2.3%10,2090.2%ETFVXFVanguard Extended Market ETF$473,565$1,646 â–¼-0.3%2,3010.2%ETFMETAMeta Platforms$454,830$75,519 â–²19.9%7950.2%Computer and TechnologyIJJiShares S&P Mid-Cap 400 Value ETF$451,817$927 â–²0.2%3,4100.2%ETFXOMExxonMobil$444,446$24,088 â–²5.7%2,6200.2%EnergySNPEXtrackers S&P 500 Scored & Screened ETF$443,199$11,970 â–¼-2.6%7,4420.2%ETFQUALiShares MSCI USA Quality Factor ETF$436,497$959 â–²0.2%2,2760.2%ETFAVGOBroadcom$433,346$28,477 â–²7.0%1,4000.2%Computer and TechnologyEAGGiShares ESG Aware U.S. Aggregate Bond ETF$428,577$11,888 â–¼-2.7%9,0130.2%ETFSDYSPDR S&P Dividend ETF$401,116$2,335 â–²0.6%2,7480.1%ETFVYMVanguard High Dividend Yield ETF$395,554$1,925 â–²0.5%2,6710.1%Financial ServicesVIGVanguard Dividend Appreciation ETF$391,532$8,815 â–²2.3%1,8210.1%ETFIVViShares Core S&P 500 ETF$380,488$654 â–²0.2%5820.1%ETFSMLFiShares U.S. Small Cap Equity Factor ETF$372,904$101,303 â–²37.3%4,9400.1%ETFXMMOInvesco S&P MidCap Momentum ETF$359,083$580 â–²0.2%2,4760.1%ETFEFIVSPDR S&P 500 ESG ETF$354,348$9,400 â–¼-2.6%5,6170.1%ETFPGProcter & Gamble$347,512$18,343 â–²5.6%2,4060.1%Consumer StaplesSUSLiShares ESG MSCI USA Leaders ETF$340,798$8,634 â–¼-2.5%3,0000.1%ManufacturingUSSGXtrackers MSCI USA Selection Equity ETF$339,287$8,833 â–¼-2.5%5,6850.1%ETFSUSBiShares ESG Aware 1-5 Year USD Corporate Bond ETF$332,974$17,546 â–¼-5.0%13,2840.1%ManufacturingWALMART INC$327,771$18,272 â–¼-5.3%2,6370.1%COMJPMJPMorgan Chase & Co.$298,743$26,757 â–²9.8%1,0160.1%FinanceCOSTCostco Wholesale$297,533$372,165 â–¼-55.6%2990.1%Retail/WholesaleESGEiShares ESG Aware MSCI EM ETF$264,130$9,412 â–¼-3.4%5,8090.1%ManufacturingLLYEli Lilly and Company$260,615$19,339 â–²8.0%2830.1%MedicalACWIiShares MSCI ACWI ETF$251,7300.0%1,8190.1%ManufacturingTSLATesla$235,690$14,498 â–²6.6%6340.1%Auto/Tires/TrucksNUDMNuveen ESG International Developed Markets Equity ETF$235,228$7,150 â–¼-2.9%6,5140.1%ETFEASGXtrackers MSCI EAFE Selection Equity ETF$231,516$6,677 â–¼-2.8%6,5880.1%ETFSUSCiShares ESG Aware USD Corporate Bond ETF$229,449$6,501 â–¼-2.8%9,9170.1%ManufacturingVVisa$214,802$15,710 â–²7.9%7110.1%Business ServicesMCKMcKesson$213,406$213,406 â–²New Holding2470.1%MedicalNKENIKE$0$214,523 â–¼-100.0%00.0%Consumer DiscretionaryShowing largest 100 holdings. 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