Veridan Wealth LLC
CIK: 0002052405SEC EDGAR →
Portfolio Value
$297.6M
Holdings
79
As of
Q4 2025
New Positions
0
Closed Positions
3
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ROCKET COS INC | 5,939,945 | $115.0M | 38.64% |
| 2 | WELLS FARGO CO NEW | 137,065 | $12.8M | 4.29% |
| 3 | ISHARES TR | 191,244 | $8.9M | 2.99% |
| 4 | ISHARES TR | 29,859 | $8.3M | 2.78% |
| 5 | VANGUARD BD INDEX FDS | 91,570 | $7.1M | 2.40% |
| 6 | ISHARES TR | 36,259 | $6.2M | 2.08% |
| 7 | ISHARES TR | 18,020 | $6.2M | 2.08% |
| 8 | ISHARES TR | 66,858 | $6.1M | 2.06% |
| 9 | VANGUARD WORLD FD | 42,839 | $6.0M | 2.03% |
| 10 | NEW YORK LIFE INVESTMENTS ET | 171,163 | $5.6M | 1.87% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 58 | $272.4M | 91.5% |
| Unknown | 4 | $13.3M | 4.5% |
| Technology | 5 | $6.2M | 2.1% |
| Communication Services | 3 | $1.8M | 0.6% |
| Consumer Cyclical | 3 | $1.3M | 0.4% |
| Consumer Defensive | 3 | $1.2M | 0.4% |
| Real Estate | 1 | $844K | 0.3% |
| Energy | 1 | $298K | 0.1% |
| Healthcare | 1 | $281K | 0.1% |