Veridan Wealth LLC Top Holdings and 13F Report (2026) About Veridan Wealth LLCInvestment ActivityVeridan Wealth LLC has $293.96 million in total holdings as of June 30, 2026.Veridan Wealth LLC owns shares of 86 different stocks, but just 26 companies or ETFs make up 80% of its holdings.Approximately 12.51% of the portfolio was purchased this quarter.About 9.76% of the portfolio was sold this quarter.This quarter, Veridan Wealth LLC has purchased 80 new stocks and bought additional shares in 30 stocks.Veridan Wealth LLC sold shares of 43 stocks and completely divested from 5 stocks this quarter.Largest Holdings Rocket Companies $93,554,134Wells Fargo & Company $11,383,702iShares Russell Top 200 Growth ETF $8,657,956Vanguard Mega Cap Value ETF $6,887,134iShares Russell Top 200 Value ETF $6,757,828 Largest New Holdings this Quarter 46434V878 - iShares Ultra Short-Term Bond Active ETF $5,204,759 Holding464288646 - iShares 1-5 Year Investment Grade Corporate Bond ETF $5,092,167 Holding37954Y673 - Global X U.S. Infrastructure Development ETF $2,408,585 Holding33939L605 - FlexShares iBoxx 5 Year Target Duration TIPS Index Fund $2,140,506 Holding02079K957 - ALPHABET INC $1,236,655 Holding Largest Purchases this Quarter iShares Ultra Short-Term Bond Active ETF 102,902 shares (about $5.20M)iShares 1-5 Year Investment Grade Corporate Bond ETF 97,160 shares (about $5.09M)Vanguard Mid-Cap ETF 55,679 shares (about $4.49M)Vanguard Growth ETF 43,985 shares (about $3.79M)iShares 3-7 Year Treasury Bond ETF 24,310 shares (about $2.86M) Largest Sales this Quarter iShares Core Total USD Bond Market ETF 174,442 shares (about $8.05M)Vanguard Intermediate-Term Bond ETF 88,737 shares (about $6.81M)iShares Emerging Markets Equity Factor ETF 4,759 shares (about $348.64K)iShares Russell Top 200 Value ETF 3,035 shares (about $319.16K)Vanguard Mid-Cap Value ETF 1,448 shares (about $286.13K) 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$93,554,1340.0%5,939,94531.8%FinanceWFCWells Fargo & Company$11,383,702$56,691 â–²0.5%137,7513.9%FinanceIWYiShares Russell Top 200 Growth ETF$8,657,956$32,550 â–²0.4%29,7912.9%ETFMGVVanguard Mega Cap Value ETF$6,887,134$90,551 â–¼-1.3%42,1362.3%ETFIWXiShares Russell Top 200 Value ETF$6,757,828$319,162 â–¼-4.5%64,2622.3%ETFIWLiShares Russell Top 200 ETF$6,574,590$186,799 â–¼-2.8%35,5482.2%ETFHFXINYLI FTSE International Equity Currency Neutral ETF$6,548,957$153,007 â–¼-2.3%171,9342.2%ETFOEFiShares S&P 100 ETF$6,452,337$195,736 â–¼-2.9%17,6362.2%ETFFIDELITY COVINGTON TRUST$6,400,640$419,438 â–²7.0%159,4982.2%ENHANCED INTLIMTMiShares MSCI Intl Momentum Factor ETF$6,332,914$255,663 â–²4.2%118,7502.2%ETFROCKET COS INC$5,903,1000.0%374,8002.0%PUTVOVanguard Mid-Cap ETF$5,885,482$4,486,061 â–²320.6%73,0482.0%ETFVBVanguard Small-Cap ETF$5,579,286$204,608 â–²3.8%18,4061.9%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$5,345,365$496,146 â–²10.2%64,6751.8%ETFIEIiShares 3-7 Year Treasury Bond ETF$5,243,377$2,855,240 â–²119.6%44,6431.8%ETFICSHiShares Ultra Short-Term Bond Active ETF$5,204,759$5,204,759 â–²New Holding102,9021.8%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$5,092,167$5,092,167 â–²New Holding97,1601.7%ETFVUGVanguard Growth ETF$4,580,379$3,788,844 â–²478.7%53,1741.6%ETFIQLTiShares MSCI Intl Quality Factor ETF$4,538,482$228,029 â–²5.3%91,5941.5%ETFESGDiShares ESG Aware MSCI EAFE ETF$4,518,873$258,873 â–²6.1%43,9541.5%ETFIEFiShares 7-10 Year Treasury Bond ETF$4,459,679$405,236 â–²10.0%47,1571.5%ETFEMGFiShares Emerging Markets Equity Factor ETF$4,370,074$348,642 â–¼-7.4%59,6521.5%ETFSCHFSchwab International Equity ETF$4,272,607$46,204 â–¼-1.1%154,2461.5%ETFSCHGSchwab U.S. Large-Cap Growth ETF$4,196,175$4,974 â–²0.1%124,0001.4%ETFVOEVanguard Mid-Cap Value ETF$4,079,678$286,127 â–¼-6.6%20,6461.4%ETFFNDESchwab Fundamental Emerging Markets Equity ETF$4,007,185$57,099 â–¼-1.4%100,9881.4%ETFIWPiShares Russell Mid-Cap Growth ETF$3,740,765$645,227 â–²20.8%25,5501.3%ETFQQQInvesco QQQ$3,685,609$250,371 â–¼-6.4%5,0051.3%ETFIAUiShares Gold Trust$3,242,450$154,945 â–²5.0%42,9411.1%ETFVTVVanguard Value ETF$3,163,297$129,670 â–¼-3.9%14,5151.1%ETFMGKVanguard Mega Cap Growth ETF$2,811,543$2,209,270 â–²366.8%31,9821.0%ETFPAVEGlobal X U.S. Infrastructure Development ETF$2,408,585$2,408,585 â–²New Holding40,8790.8%ETFFPEIFirst Trust Institutional Preferred Securities and Income ETF$2,274,154$195,137 â–¼-7.9%117,8930.8%ETFVMBSVanguard Mortgage-Backed Securities ETF$2,242,224$217,290 â–¼-8.8%47,9010.8%ETFTDTFFlexShares iBoxx 5 Year Target Duration TIPS Index Fund$2,140,506$2,140,506 â–²New Holding90,0510.7%ETFSCHESchwab Emerging Markets Equity ETF$2,053,241$13,416 â–²0.7%56,6260.7%ETFAAPLApple$2,049,507$101,853 â–¼-4.7%7,0830.7%TechnologyNVDANVIDIA$2,009,288$125,255 â–²6.6%10,0420.7%TechnologyGOOGAlphabet$1,839,924$1,167,488 â–²173.6%5,2070.6%Communication ServicesMSFTMicrosoft$1,445,467$22,754 â–¼-1.5%3,8750.5%TechnologyAMATApplied Materials$1,382,771$143,843 â–¼-9.4%1,9130.5%TechnologyALPHABET INC$1,236,655$1,236,655 â–²New Holding3,5000.4%PUTCMBSiShares CMBS ETF$1,070,300$1,070,300 â–²New Holding22,0000.4%ETFSPGSimon Property Group$1,043,110$10,288 â–²1.0%4,6640.4%Real EstateAMZNAmazon.com$864,698$19,067 â–²2.3%3,6280.3%Consumer DiscretionaryGOOGLAlphabet$830,042$7,861 â–¼-0.9%2,3230.3%Communication ServicesVTEBVanguard Tax-Exempt Bond ETF$785,740$127,762 â–¼-14.0%15,5350.3%ETFIUSBiShares Core Total USD Bond Market ETF$772,363$8,050,463 â–¼-91.2%16,7360.3%ETFBRK.BBerkshire Hathaway$733,071$29,523 â–²4.2%1,4650.2%FinanceESGUiShares ESG Aware MSCI USA ETF$675,861$34,047 â–¼-4.8%4,1290.2%ETFXVViShares ESG Select Screened S&P 500 ETF$577,222$2,556 â–¼-0.4%10,1640.2%ETFAVGOBroadcom$495,279$33,623 â–¼-6.4%1,3110.2%TechnologyVXFVanguard Extended Market ETF$492,098$74,344 â–¼-13.1%1,9990.2%ETFSNPEXtrackers S&P 500 Scored & Screened ETF$484,020$28,439 â–¼-5.5%7,0290.2%ETFMETAMeta Platforms$468,468$20,833 â–²4.7%8320.2%Communication ServicesQUALiShares MSCI USA Quality Factor ETF$457,111$42,354 â–¼-8.5%2,0830.2%ETFEAGGiShares ESG Aware U.S. Aggregate Bond ETF$454,043$26,739 â–²6.3%9,5770.2%ETFXMMOInvesco S&P MidCap Momentum ETF$417,935$3,403 â–¼-0.8%2,4560.1%ETFIWMiShares Russell 2000 ETF$400,801$400,801 â–²New Holding1,3340.1%ETFUSSGXtrackers MSCI USA Selection Equity ETF$391,764$3,126 â–¼-0.8%5,6400.1%ETFSUSLiShares ESG MSCI USA Leaders ETF$387,337$10,885 â–¼-2.7%2,9180.1%ETFEFIVSPDR S&P 500 ESG ETF$386,121$23,558 â–¼-5.8%5,2940.1%ETFSPYSPDR S&P 500 ETF Trust$384,799$384,799 â–²New Holding5150.1%ETFVYMVanguard High Dividend Yield ETF$383,500$38,555 â–¼-9.1%2,4270.1%ETFIVViShares Core S&P 500 ETF$378,061$57,645 â–¼-13.2%5050.1%ETFSDYSPDR S&P Dividend ETF$377,930$40,335 â–¼-9.6%2,4830.1%ETFVIGVanguard Dividend Appreciation ETF$374,360$56,556 â–¼-13.1%1,5820.1%ETFLLYEli Lilly and Company$358,309$19,174 â–²5.7%2990.1%HealthcareJPMJPMorgan Chase & Co.$350,892$18,330 â–²5.5%1,0720.1%FinanceTSLATesla$346,995$80,335 â–²30.1%8250.1%Consumer DiscretionarySUSBiShares ESG Aware 1-5 Year USD Corporate Bond ETF$340,531$8,571 â–²2.6%13,6270.1%ETFWALMART INC$335,956$37,266 â–²12.5%2,9660.1%COMXOMExxonMobil$330,807$27,339 â–¼-7.6%2,4200.1%EnergyCOSTCostco Wholesale$310,540$30,867 â–²11.0%3320.1%Consumer StaplesSMLFiShares U.S. Small Cap Equity Factor ETF$297,761$142,640 â–¼-32.4%3,3400.1%ETFLAM RESEARCH CORP$294,967$294,967 â–²New Holding6810.1%COM NEWESGEiShares ESG Aware MSCI EM ETF$271,548$46,160 â–¼-14.5%4,9650.1%ETFEASGXtrackers MSCI EAFE Selection Equity ETF$251,975$652 â–¼-0.3%6,5710.1%ETFNUDMNuveen ESG International Developed Markets Equity ETF$251,654$9,045 â–¼-3.5%6,2880.1%ETFIJJiShares S&P Mid-Cap 400 Value ETF$247,799$256,074 â–¼-50.8%1,6770.1%ETFBIVVanguard Intermediate-Term Bond ETF$238,329$6,806,759 â–¼-96.6%3,1070.1%ETFSUSCiShares ESG Aware USD Corporate Bond ETF$227,447$2,153 â–¼-0.9%9,8240.1%ETFGEGE Aerospace$226,279$226,279 â–²New Holding6050.1%IndustrialsVVisa$216,429$27,439 â–¼-11.3%6310.1%FinanceACWIiShares MSCI ACWI ETF$214,286$71,272 â–¼-25.0%1,3650.1%ETFAMDAdvanced Micro Devices$210,870$210,870 â–²New Holding3630.1%TechnologyIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$0$4,750,653 â–¼-100.0%00.0%ETFTLHiShares 10-20 Year Treasury Bond ETF$0$2,351,296 â–¼-100.0%00.0%ETFSCHPSchwab U.S. TIPS ETF$0$2,261,141 â–¼-100.0%00.0%ETFPGProcter & Gamble$0$347,512 â–¼-100.0%00.0%Consumer StaplesMCKMcKesson$0$213,406 â–¼-100.0%00.0%HealthcareShowing largest 100 holdings. 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