Investor
Veridan Wealth LLC
CIK 0002052405 · filed 2026-05-15 · SEC filing
13F book
$270.4M
Positions
79
1 new · 1 sold
Largest name
31.3%
Rocket Cos Inc
Est. mark
−$35M
Price effect on 78 names still held. Flow $2.47M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Rocket Cos Inc | — | 5.94M | $84.6M | 31.3% | −$30.4M | Held |
| Wells Fargo Co New | — | 137.1K | $10.9M | 4.0% | −$1.86M | Held |
| Ishares Tr | — | 191.2K | $8.83M | 3.3% | −$66.9K | Cut−$70K |
| Ishares Tr | — | 29.7K | $7.39M | 2.7% | −$834.2K | Cut−$884.1K |
| Vanguard Bd Index Fds | — | 91.8K | $7.09M | 2.6% | −$64.1K | Added−$43K |
| Ishares Tr | — | 67.3K | $6.24M | 2.3% | $54.1K | Added$94.8K |
| Vanguard World Fd | — | 42.7K | $6.19M | 2.3% | $161.9K | Cut$140.9K |
| New York Life Investments Et | — | 176K | $5.91M | 2.2% | $193.4K | Added$354.2K |
| Ishares Tr | — | 36.6K | $5.87M | 2.2% | −$368.1K | Added−$320.1K |
| Ishares Tr | — | 18.2K | $5.78M | 2.1% | −$448.8K | Added−$400.8K |
| Fidelity Covington Trust | — | 149K | $5.54M | 2.1% | $89.6K | Added$261.5K |
| Ishares Tr | — | 114K | $5.47M | 2.0% | $5.55K | Added$151.7K |
| Vanguard Index Fds | — | 17.4K | $4.99M | 1.8% | −$51.9K | Added$26K |
| Vanguard Scottsdale Fds | — | 58.7K | $4.86M | 1.8% | −$57.2K | Added$61.7K |
| Ishares Tr | — | 89.3K | $4.75M | 1.8% | −$58.5K | Added−$27.8K |
| Vanguard Index Fds | — | 17.7K | $4.64M | 1.7% | $70.2K | Added$86.2K |
| Ishares Tr | — | 42.9K | $4.09M | 1.5% | −$29.7K | Added$119.9K |
| Vanguard Index Fds | — | 22.1K | $4.07M | 1.5% | $150.3K | Added$212K |
| Ishares Tr | — | 87K | $4.02M | 1.5% | $66K | Added$174K |
| Vanguard Growth Etf | — | 9.19K | $4.01M | 1.5% | −$469.3K | Cut−$576.1K |
| Ishares Tr | — | 41.4K | $3.96M | 1.5% | $21.4K | Added$121.7K |
| Schwab Strategic Tr | — | 102.4K | $3.92M | 1.4% | $220.1K | Added$310.9K |
| Ishares Inc | — | 64.4K | $3.89M | 1.4% | $162.7K | Added$245K |
| Schwab Strategic Tr | — | 155.9K | $3.86M | 1.4% | $108.1K | Added$198.8K |
| Schwab Strategic Tr | — | 123.9K | $3.61M | 1.3% | −$429.8K | Added−$409.6K |
| Ishares Gold Tr | — | 40.9K | $3.6M | 1.3% | $284.2K | Added$304.3K |
| Invesco Qqq Tr | — | 5.34K | $3.08M | 1.1% | −$193.3K | Added−$116K |
| Vanguard Index Fds | — | 15.1K | $2.96M | 1.1% | $78.2K | Added$95.7K |
| Ishares Tr | — | 21.1K | $2.71M | 1.0% | −$186.4K | Cut−$219.2K |
| Vanguard World Fd | — | 6.85K | $2.52M | 0.9% | −$292.1K | Added−$144.8K |
| Vanguard Scottsdale Fds | — | 52.5K | $2.47M | 0.9% | −$6.54K | Added$91.2K |
| First Tr Exch Traded Fd Iii | — | 128K | $2.43M | 0.9% | −$48.5K | Added$22.3K |
| Ishares Tr | — | 20.3K | $2.41M | 0.9% | −$14.5K | Added$92.9K |
| Ishares Tr | — | 23.3K | $2.35M | 0.9% | −$22.1K | Added−$18K |
| Schwab Us Tips Etf | — | 85K | $2.26M | 0.8% | $10.2K | Cut$1.78K |
| Apple Inc. | AAPL | 7.43K | $1.89M | 0.7% | −$120K | Added$79K |
| Schwab Strategic Tr | — | 56.3K | $1.85M | 0.7% | $10.9K | Added$70K |
| Nvidia Corp | NVDA | 9.42K | $1.64M | 0.6% | −$110.7K | Added−$63.6K |
| Microsoft Corp | MSFT | 3.94K | $1.46M | 0.5% | −$399K | Added−$244.3K |
| Vanguard Mun Bd Fds | — | 18.1K | $901.1K | 0.3% | −$6.26K | Added$109.6K |
| Simon Ppty Group Inc New | — | 4.62K | $861.4K | 0.3% | $6.45K | Added$16.7K |
| Amazon Com Inc | AMZN | 3.55K | $738.9K | 0.3% | −$76.6K | Added−$45.4K |
| Applied Matls Inc | — | 2.11K | $721.7K | 0.3% | $174.7K | Added$191.8K |
| Alphabet Inc | — | 2.35K | $674.4K | 0.2% | −$56.6K | Added−$23.9K |
| Berkshire Hathaway Inc Del | — | 1.41K | $673.8K | 0.2% | −$30.4K | Added$22.8K |
| Ishares Tr | — | 4.34K | $613.3K | 0.2% | −$32.9K | Cut−$46.4K |
| Alphabet Inc | — | 1.9K | $546K | 0.2% | −$51K | Cut−$80.5K |
| Ishares Tr | — | 10.2K | $502.5K | 0.2% | −$35.6K | Cut−$48.1K |
| Vanguard Index Fds | — | 2.3K | $473.6K | 0.2% | −$7.6K | Cut−$9.27K |
| Meta Platforms, Inc. | META | 795 | $454.8K | 0.2% | −$58.6K | Added$17K |
| Ishares Tr | — | 3.41K | $451.8K | 0.2% | $3.1K | Added$4.03K |
| Exxon Mobil Corp | — | 2.62K | $444.4K | 0.2% | $122.2K | Added$146.2K |
| Dbx Etf Tr | — | 7.44K | $443.2K | 0.2% | −$21.6K | Cut−$34.1K |
| Ishares Tr | — | 2.28K | $436.5K | 0.2% | −$15.6K | Added−$14.6K |
| Broadcom Inc. | AVGO | 1.4K | $433.3K | 0.2% | −$47.9K | Added−$19.4K |
| Ishares Tr | — | 9.01K | $428.6K | 0.2% | −$2.68K | Cut−$14.6K |
| Spdr Series Trust | — | 2.75K | $401.1K | 0.1% | $18.6K | Added$20.9K |
| Vanguard Whitehall Fds | — | 2.67K | $395.6K | 0.1% | $12.2K | Added$14.1K |
| Vanguard Specialized Funds | — | 1.82K | $391.5K | 0.1% | −$8.58K | Added$231 |
| Ishares Tr | — | 582 | $380.5K | 0.1% | −$18.1K | Added−$17.4K |
| Ishares Tr | — | 4.94K | $372.9K | 0.1% | $2.22K | Added$103.5K |
| Invesco Exchange Traded Fd T | — | 2.48K | $359.1K | 0.1% | $16.3K | Added$16.8K |
| Spdr Series Trust | — | 5.62K | $354.3K | 0.1% | −$17.2K | Cut−$27.1K |
| Procter And Gamble Co | PG | 2.41K | $347.5K | 0.1% | $2.52K | Added$20.9K |
| Ishares Tr | — | 3K | $340.8K | 0.1% | −$23K | Cut−$32.2K |
| Dbx Etf Tr | — | 5.68K | $339.3K | 0.1% | −$21.7K | Cut−$31.1K |
| Ishares Tr | — | 13.3K | $333K | 0.1% | −$2.31K | Cut−$20K |
| Walmart Inc. | WMT | 2.64K | $327.8K | 0.1% | $34K | Cut$17.6K |
| Jpmorgan Chase & Co. | — | 1.02K | $298.7K | 0.1% | −$26K | Added$757 |
| Costco Whsl Corp New | — | 299 | $297.5K | 0.1% | $39.6K | Cut−$282.9K |
| Ishares Inc | — | 5.81K | $264.1K | 0.1% | $7.56K | Cut−$1.58K |
| Eli Lilly & Co | LLY | 283 | $260.6K | 0.1% | −$40.2K | Added−$20.9K |
| Ishares Tr | — | 1.82K | $251.7K | 0.1% | −$5.68K | Held |
| Tesla, Inc. | TSLA | 634 | $235.7K | 0.1% | −$46.4K | Added−$31.9K |
| Nushares Etf Tr | — | 6.51K | $235.2K | 0.1% | −$641 | Cut−$7.81K |
| Dbx Etf Tr | — | 6.59K | $231.5K | 0.1% | −$303 | Cut−$6.99K |
| Ishares Tr | — | 9.92K | $229.4K | 0.1% | −$2.47K | Cut−$9.04K |
| Visa Inc. | V | 711 | $214.8K | 0.1% | −$32.1K | Added−$16.4K |
| Mckesson Corp | MCK | 247 | $213.4K | 0.1% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.