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Veridan Wealth LLC

Q1 2026 13F Holdings

  • Location
    west linn, OR
  • Num holdings

    80

  • Value ($000)

    $270,392

  • Date Filed
    05/15/2026
  • Form type
    13F-HR
  • CIK
    0002052405
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
R
RKT

ROCKET COS INC

COM CL A
77311W101
$84.64M
31 %

5,939,945

W
WFC

WELLS FARGO & CO

COM
949746101
$10.91M
4 %

137,065

I
IUSB

ISHARES TR

CORE UNIVRSL USD
46434V613
$8.83M
3 %

191,178

I
IWY

ISHARES TR

RUS TP200 GR ETF
464289438
$7.39M
3 %

29,679

B
BIV

VANGUARD BD INDEX FDS

INTERMED TERM
921937819
$7.09M
3 %

91,844

I
IWX

ISHARES TR

RUS TP200 VL ETF
464289420
$6.24M
2 %

67,297

M
MGV

VANGUARD WORLD FD

MEGA CAP VAL ETF
921910840
$6.19M
2 %

42,690

H
HFXI

NEW YORK LIFE INVESTMENTS ET

NYLI FTSE INTERN
45409B560
$5.91M
2 %

175,951

I
IWL

ISHARES TR

RUS TOP 200 ETF
464289446
$5.87M
2 %

36,558

O
OEF

ISHARES TR

S&P 100 ETF
464287101
$5.78M
2 %

18,171

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