Veridan Wealth LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Veridan Wealth LLC reported 79 stock positions worth $265.1 million. Its top holding was Rocket Cos Class A (RKT) at 31.9% of the portfolio, followed by Wells Fargo (WFC, 4.1%) and Ishr CR Unvrse Usd BD ETF-Ui (IUSB, 3.3%). Compared with Q4 2025, it opened 1 new position, sold out of 1, added to 53 and reduced 22. The biggest buy was Nylim Ftse Intr Eq CN ETF-Ui (HFXI, shares +3%) and the biggest sale Costco Wholesale (COST, shares −56%).
- Most Recent 13F
- Q2 2026
- Location
- WEST LINN, OR
- CIK
- 0002052405
- Portfolio Value
- $265.1M (Q1 2026)
- SEC Filing
- 0001951757-26-000871 ↗ filed May 15, 2026
Holdings Value
Holdings 79 stocks · $265.1M
| RKT Rocket Cos Inc. Class A | 31.94% | 5,939,945 | $84.6M | No change |
| WFC Wells Fargo & Co. | 4.12% | 137,065 | $10.9M | No change |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 3.33% | 191,178 | $8.8M | Reduce -0.0% |
| IWY iShares Russell Top 200 Grow | 2.79% | 29,679 | $7.4M | Reduce -0.6% |
| BIV Vanguard Intermediate-Term B | 2.67% | 91,844 | $7.1M | Add +0.3% |
| IWX iShares Russell Top 200 Valu | 2.35% | 67,297 | $6.2M | Add +0.7% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 2.33% | 42,690 | $6.2M | Reduce -0.3% |
| HFXI Nylim Ftse Intr Eq CN ETF-Ui filed as NEW YORK LIFE INVESTMENTS ET | 2.23% | 175,951 | $5.9M | Add +2.8% |
| IWL iShares Russell Top 200 ETF | 2.21% | 36,558 | $5.9M | Add +0.8% |
| OEF iShares S&P 100 ETF | 2.18% | 18,171 | $5.8M | Add +0.8% |
| FENI Fidelity Enhanced Intl ETF | 2.09% | 149,046 | $5.5M | Add +3.2% |
| IMTM iShares MSCI Intl Momentum F | 2.06% | 113,956 | $5.5M | Add +2.7% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.88% | 17,369 | $5.0M | Add +1.6% |
| VCIT Vanguard Int-Term Corporate | 1.83% | 58,672 | $4.9M | Add +2.5% |
| IGIB iShares 5-10Y Inv Grade Corp. | 1.79% | 89,264 | $4.8M | Add +0.7% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.75% | 17,731 | $4.6M | Add +0.3% |
| IEF iShares 7-10 Year Treasury B | 1.54% | 42,872 | $4.1M | Add +3.8% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 1.54% | 22,094 | $4.1M | Add +1.5% |
| IQLT iShares MSCI International Q | 1.52% | 86,992 | $4.0M | Add +2.8% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.51% | 9,189 | $4.0M | Reduce -2.3% |
| ESGD iShares Trust iShares ESG Aw | 1.49% | 41,436 | $4.0M | Add +2.6% |
| FNDE Schwab Fndmntl Em MRK Eq ETF | 1.48% | 102,427 | $3.9M | Add +2.4% |
| EMGF iShares Emerging Markets Equ | 1.47% | 64,411 | $3.9M | Add +2.2% |
| SCHF Schwab Intl Equity ETF | 1.46% | 155,914 | $3.9M | Add +2.4% |
| SCHG Schwab US Large-Cap Growth | 1.36% | 123,853 | $3.6M | Add +0.6% |
| IAU iShares Gold Trust | 1.36% | 40,889 | $3.6M | Add +0.6% |
| QQQ Invesco QQQ Trust Series 1 | 1.16% | 5,345 | $3.1M | Add +2.6% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.12% | 15,110 | $3.0M | Add +0.6% |
| IWP iShares Russell Mid-Cap Grow | 1.02% | 21,143 | $2.7M | Reduce -1.1% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.95% | 6,851 | $2.5M | Add +6.2% |
| VMBS Vanguard Mortgage-Backed Sec | 0.93% | 52,543 | $2.5M | Add +4.1% |
| FPEI First Trust Institutional PR | 0.92% | 128,009 | $2.4M | Add +3.0% |
| IEI iShares 3-7 Year Treasury Bo | 0.91% | 20,333 | $2.4M | Add +4.7% |
| TLH iShares 10-20 Year Treasury | 0.89% | 23,345 | $2.4M | Add +0.2% |
| SCHP Schwab U.S. Tips ETF | 0.85% | 84,973 | $2.3M | Reduce -0.4% |
| AAPL Apple Inc. | 0.71% | 7,435 | $1.9M | Add +11.8% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.70% | 56,256 | $1.9M | Add +3.3% |
| NVDA Nvidia Corp. | 0.62% | 9,416 | $1.6M | Add +3.0% |
| MSFT Microsoft Corp. | 0.55% | 3,936 | $1.5M | Add +11.9% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.34% | 18,061 | $901K | Add +14.8% |
| SPG Simon Property Group Inc. | 0.33% | 4,618 | $861K | Add +1.2% |
| AMZN Amazon.com Inc. | 0.28% | 3,548 | $739K | Add +4.4% |
| AMAT Applied Materials Inc. | 0.27% | 2,112 | $722K | Add +2.4% |
| GOOGL Alphabet Inc. Class A | 0.25% | 2,345 | $674K | Add +5.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.25% | 1,406 | $674K | Add +8.6% |
| ESGU iShares ESG Aware MSCI USA | 0.23% | 4,337 | $613K | Reduce -2.1% |
| GOOG Alphabet Inc. Class C | 0.21% | 1,903 | $546K | Reduce -4.7% |
| XVV iShares ESG Select Screened | 0.19% | 10,209 | $502K | Reduce -2.3% |
| VXF Vanguard Extended Market ETF | 0.18% | 2,301 | $474K | Reduce -0.3% |
| META Meta Platforms Inc. Class A | 0.17% | 795 | $455K | Add +19.9% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.17% | 3,410 | $452K | Add +0.2% |
| XOM Exxon Mobil Corp. | 0.17% | 2,620 | $444K | Add +5.7% |
| SNPE Xtrckr S&P 500 Scor&scrn ETF | 0.17% | 7,442 | $443K | Reduce -2.6% |
| QUAL iShares MSCI USA Quality Fac | 0.16% | 2,276 | $436K | Add +0.2% |
| AVGO Broadcom Inc. | 0.16% | 1,400 | $433K | Add +7.0% |
| EAGG iShares ESG Aware US Aggrega | 0.16% | 9,013 | $429K | Reduce -2.7% |
| SDY SS SPDR S&P Dividend ETF | 0.15% | 2,748 | $401K | Add +0.6% |
| VYM Vanguard High DVD Yield ETF | 0.15% | 2,671 | $396K | Add +0.5% |
| VIG Vanguard Dividend Apprec ETF | 0.15% | 1,821 | $392K | Add +2.3% |
| IVV iShares Core S&P 500 ETF | 0.14% | 582 | $380K | Add +0.2% |
| SMLF iShares US Smallcap Equity F | 0.14% | 4,940 | $373K | Add +37.3% |
| XMMO Invesco S&P Midcap Momentum | 0.14% | 2,476 | $359K | Add +0.2% |
| EFIV SS SPDR S&P 500 ESG ETF | 0.13% | 5,617 | $354K | Reduce -2.6% |
| PG The Procter & Gamble Co. | 0.13% | 2,406 | $348K | Add +5.6% |
| SUSL iShares ESG MSCI USA Leaders | 0.13% | 3,000 | $341K | Reduce -2.5% |
| USSG Xtrackers MSCI USA Sele Eqty | 0.13% | 5,685 | $339K | Reduce -2.5% |
| SUSB iShares ESG Aware 1-5 Year U | 0.13% | 13,284 | $333K | Reduce -5.0% |
| WMT Walmart Inc. | 0.12% | 2,637 | $328K | Reduce -5.3% |
| JPM JPMorgan Chase & Co. | 0.11% | 1,016 | $299K | Add +9.8% |
| COST Costco Wholesale Corp. | 0.11% | 299 | $298K | Reduce -55.6% |
| ESGE iShares Inc. iShares ESG Awar | 0.10% | 5,809 | $264K | Reduce -3.4% |
| LLY Eli Lilly & Co. | 0.10% | 283 | $261K | Add +8.0% |
| ACWI iShares MSCI Acwi ETF | 0.10% | 1,819 | $252K | No change |
| TSLA Tesla Inc. | 0.09% | 634 | $236K | Add +6.5% |
| NUDM Nuveen ESG Intl Devel MRK Eq | 0.09% | 6,514 | $235K | Reduce -3.0% |
| DMXU Xtrckr BBG Dev MK Ex Use ETF | 0.09% | 6,588 | $232K | Reduce -2.8% |
| SUSC iShares ESG Aware Usd Corpor | 0.09% | 9,917 | $229K | Reduce -2.8% |
| V Visa Inc. Class A | 0.08% | 711 | $215K | Add +7.9% |
| MCK McKesson Corp. | 0.08% | 247 | $213K | New |
Options reported separately and not counted above: ROCKET COS INC puts ($5.3M).
Portfolio Sells Q4 2025 → Q1 2026
| COST Costco Wholesale Corp. | Reduce -55.6% | 0.11% | −0.08 |
| NKE Nike Inc. Class B | Sold out | 0.00% | −0.07 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -2.3% | 1.51% | −0.03 |
| GOOG Alphabet Inc. Class C | Reduce -4.7% | 0.21% | −0.00 |
| SUSL iShares ESG MSCI USA Leaders | Reduce -2.5% | 0.13% | +0.00 |
| USSG Xtrackers MSCI USA Sele Eqty | Reduce -2.5% | 0.13% | +0.00 |
| XVV iShares ESG Select Screened | Reduce -2.3% | 0.19% | +0.00 |
| EFIV SS SPDR S&P 500 ESG ETF | Reduce -2.6% | 0.13% | +0.01 |
| SUSC iShares ESG Aware Usd Corpor | Reduce -2.8% | 0.09% | +0.01 |
| SNPE Xtrckr S&P 500 Scor&scrn ETF | Reduce -2.6% | 0.17% | +0.01 |
| SUSB iShares ESG Aware 1-5 Year U | Reduce -5.0% | 0.13% | +0.01 |
| NUDM Nuveen ESG Intl Devel MRK Eq | Reduce -3.0% | 0.09% | +0.01 |
| DMXU Xtrckr BBG Dev MK Ex Use ETF | Reduce -2.8% | 0.09% | +0.01 |
| IWY iShares Russell Top 200 Grow | Reduce -0.6% | 2.79% | +0.01 |
| ESGU iShares ESG Aware MSCI USA | Reduce -2.1% | 0.23% | +0.01 |
| ESGE iShares Inc. iShares ESG Awar | Reduce -3.4% | 0.10% | +0.01 |
| EAGG iShares ESG Aware US Aggrega | Reduce -2.7% | 0.16% | +0.01 |
| VXF Vanguard Extended Market ETF | Reduce -0.3% | 0.18% | +0.02 |
| WMT Walmart Inc. | Reduce -5.3% | 0.12% | +0.02 |
| IWP iShares Russell Mid-Cap Grow | Reduce -1.1% | 1.02% | +0.04 |
| SCHP Schwab U.S. Tips ETF | Reduce -0.4% | 0.85% | +0.09 |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | Reduce -0.3% | 2.33% | +0.30 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -0.0% | 3.33% | +0.34 |
Portfolio Buys Q4 2025 → Q1 2026
| HFXI Nylim Ftse Intr Eq CN ETF-Ui | Add +2.8% | 2.23% | +0.36 |
| FENI Fidelity Enhanced Intl ETF | Add +3.2% | 2.09% | +0.32 |
| IWX iShares Russell Top 200 Valu | Add +0.7% | 2.35% | +0.29 |
| BIV Vanguard Intermediate-Term B | Add +0.3% | 2.67% | +0.28 |
| IMTM iShares MSCI Intl Momentum F | Add +2.7% | 2.06% | +0.28 |
| FNDE Schwab Fndmntl Em MRK Eq ETF | Add +2.4% | 1.48% | +0.27 |
| IAU iShares Gold Trust | Add +0.6% | 1.36% | +0.25 |
| EMGF iShares Emerging Markets Equ | Add +2.2% | 1.47% | +0.24 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Add +1.5% | 1.54% | +0.24 |
| SCHF Schwab Intl Equity ETF | Add +2.4% | 1.46% | +0.23 |
| IQLT iShares MSCI International Q | Add +2.8% | 1.52% | +0.22 |
| VCIT Vanguard Int-Term Corporate | Add +2.5% | 1.83% | +0.22 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +0.3% | 1.75% | +0.22 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +1.6% | 1.88% | +0.21 |
| IEF iShares 7-10 Year Treasury B | Add +3.8% | 1.54% | +0.21 |
| ESGD iShares Trust iShares ESG Aw | Add +2.6% | 1.49% | +0.20 |
| IGIB iShares 5-10Y Inv Grade Corp. | Add +0.7% | 1.79% | +0.19 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +0.6% | 1.12% | +0.15 |
| IWL iShares Russell Top 200 ETF | Add +0.8% | 2.21% | +0.13 |
| VMBS Vanguard Mortgage-Backed Sec | Add +4.1% | 0.93% | +0.13 |
| IEI iShares 3-7 Year Treasury Bo | Add +4.7% | 0.91% | +0.13 |
| FPEI First Trust Institutional PR | Add +3.0% | 0.92% | +0.11 |
| AAPL Apple Inc. | Add +11.8% | 0.71% | +0.10 |
| OEF iShares S&P 100 ETF | Add +0.8% | 2.18% | +0.10 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Add +3.3% | 0.70% | +0.10 |
| AMAT Applied Materials Inc. | Add +2.4% | 0.27% | +0.09 |
| TLH iShares 10-20 Year Treasury | Add +0.2% | 0.89% | +0.09 |
| QQQ Invesco QQQ Trust Series 1 | Add +2.6% | 1.16% | +0.09 |
| MCK McKesson Corp. | New | 0.08% | +0.08 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +14.8% | 0.34% | +0.07 |
| XOM Exxon Mobil Corp. | Add +5.7% | 0.17% | +0.07 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Add +6.2% | 0.95% | +0.06 |
| SMLF iShares US Smallcap Equity F | Add +37.3% | 0.14% | +0.05 |
| NVDA Nvidia Corp. | Add +3.0% | 0.62% | +0.05 |
| SPG Simon Property Group Inc. | Add +1.2% | 0.33% | +0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +8.6% | 0.25% | +0.04 |
| META Meta Platforms Inc. Class A | Add +19.9% | 0.17% | +0.02 |
| SDY SS SPDR S&P Dividend ETF | Add +0.6% | 0.15% | +0.02 |
| PG The Procter & Gamble Co. | Add +5.6% | 0.13% | +0.02 |
| VYM Vanguard High DVD Yield ETF | Add +0.5% | 0.15% | +0.02 |
| XMMO Invesco S&P Midcap Momentum | Add +0.2% | 0.14% | +0.02 |
| IJJ iShares S&P Mid-Cap 400 Valu | Add +0.2% | 0.17% | +0.02 |
| GOOGL Alphabet Inc. Class A | Add +5.1% | 0.25% | +0.02 |
| VIG Vanguard Dividend Apprec ETF | Add +2.3% | 0.15% | +0.02 |
| AMZN Amazon.com Inc. | Add +4.4% | 0.28% | +0.02 |
| QUAL iShares MSCI USA Quality Fac | Add +0.2% | 0.16% | +0.01 |
| JPM JPMorgan Chase & Co. | Add +9.8% | 0.11% | +0.01 |
| AVGO Broadcom Inc. | Add +7.0% | 0.16% | +0.01 |
| SCHG Schwab US Large-Cap Growth | Add +0.6% | 1.36% | +0.01 |
| IVV iShares Core S&P 500 ETF | Add +0.2% | 0.14% | +0.01 |
Options Activity Q4 2025 → Q1 2026
| ROCKET COS INC | put | New | 374,800 | $5.3M |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 84 | $286.8M | RKT, WFC, IWY, MGV, IWX |
| Q1 2026 | 79 | $265.1M | RKT, WFC, IUSB, IWY, BIV |
| Q4 2025 | 79 | $297.6M | RKT, WFC, IUSB, IWY, BIV |
| Q3 2025 | 79 | $290.4M | COOP, WFC, IUSB, IWY, BIV |
| Q1 2025 | 80 | $221.3M | COOP, WFC, IUSB, IWY, IWX |
| Q4 2024 | 82 | $213.5M | COOP, WFC, IUSB, IWY, OEF |
| Q2 2024 | 82 | $249.3M | COOP, WFC, IUSB, IWY, BIV |