Veridan Wealth LLC Q2 2025 Filing
Filed July 10, 2025
Portfolio Value
$249.3B
Holdings
82
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (82 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | 07WAMR COOPER GROUP INC | 544,879 | $81.3B | 32.62% | |
| 2 | WFCWELLS FARGO CO NEW | 137,065 | $11.0B | 4.41% | |
| 3 | IUSBISHARES TR | 185,781 | $8.6B | 3.45% | |
| 4 | IWYISHARES TR | 29,706 | $7.3B | 2.94% | |
| 5 | BIVVANGUARD BD INDEX FDS | 90,789 | $7.0B | 2.82% | |
| 6 | AQLTISHARES TR | 35,825 | $5.5B | 2.20% | |
| 7 | IWXISHARES TR | 65,039 | $5.5B | 2.20% | |
| 8 | OEFISHARES TR | 17,943 | $5.5B | 2.19% | |
| 9 | MGVVANGUARD WORLD FD | 41,321 | $5.4B | 2.17% | |
| 10 | HFXINEW YORK LIFE INVESTMENTS ET | 172,081 | $5.1B | 2.03% | |
| 11 | IMTMISHARES TR | 107,869 | $4.9B | 1.98% | |
| 12 | FENIFIDELITY COVINGTON TRUST | 142,422 | $4.7B | 1.90% | |
| 13 | IGIBISHARES TR | 87,628 | $4.7B | 1.87% | |
| 14 | VCITVANGUARD SCOTTSDALE FDS | 56,208 | $4.7B | 1.87% | |
| 15 | VOVANGUARD INDEX FDS | 16,446 | $4.6B | 1.85% | |
| 16 | VUGVANGUARD INDEX FDS | 9,460 | $4.1B | 1.66% | |
| 17 | VBVANGUARD INDEX FDS | 16,858 | $4.0B | 1.60% | |
| 18 | IEFISHARES TR | 39,413 | $3.8B | 1.51% | |
| 19 | IQLTISHARES TR | 83,897 | $3.6B | 1.45% | |
| 20 | SCHGSCHWAB STRATEGIC TR | 121,683 | $3.6B | 1.43% | |
| 21 | ESGDISHARES TR | 39,696 | $3.5B | 1.42% | |
| 22 | VOEVANGUARD INDEX FDS | 20,913 | $3.4B | 1.38% | |
| 23 | EMGFISHARES INC | 63,393 | $3.3B | 1.32% | |
| 24 | SCHFSCHWAB STRATEGIC TR | 149,359 | $3.3B | 1.32% | |
| 25 | FNDESCHWAB STRATEGIC TR | 97,759 | $3.2B | 1.29% | |
| 26 | IWPISHARES TR | 20,679 | $2.9B | 1.15% | |
| 27 | NDQINVESCO QQQ TR | 5,169 | $2.9B | 1.14% | |
| 28 | VTVVANGUARD INDEX FDS | 14,605 | $2.6B | 1.04% | |
| 29 | IAU*ISHARES GOLD TR | 40,971 | $2.6B | 1.02% | |
| 30 | MGKVANGUARD WORLD FD | 6,448 | $2.4B | 0.95% | |
| 31 | TLHISHARES TR | 22,937 | $2.3B | 0.93% | |
| 32 | VMBSVANGUARD SCOTTSDALE FDS | 50,059 | $2.3B | 0.93% | |
| 33 | FPEIFIRST TR EXCH TRADED FD III | 121,831 | $2.3B | 0.93% | |
| 34 | IEIISHARES TR | 18,867 | $2.2B | 0.90% | |
| 35 | SCHPSCHWAB STRATEGIC TR | 83,277 | $2.2B | 0.89% | |
| 36 | MSFTMICROSOFT CORP | 3,650 | $1.8B | 0.73% | |
| 37 | SCHESCHWAB STRATEGIC TR | 53,347 | $1.6B | 0.65% | |
| 38 | NVDANVIDIA CORPORATION | 9,734 | $1.5B | 0.62% | |
| 39 | AAPLAPPLE INC | 6,873 | $1.4B | 0.57% | |
| 40 | AMZNAMAZON COM INC | 3,800 | $833.7M | 0.33% | |
| 41 | SPGSIMON PPTY GROUP INC NEW | 4,459 | $716.8M | 0.29% | |
| 42 | COSTCOSTCO WHSL CORP NEW | 724 | $716.2M | 0.29% | |
| 43 | VTEBVANGUARD MUN BD FDS | 13,529 | $663.3M | 0.27% | |
| 44 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,341 | $651.4M | 0.26% | |
| 45 | ESGUISHARES TR | 4,496 | $608.3M | 0.24% | |
| 46 | METAMETA PLATFORMS INC | 784 | $579.0M | 0.23% | |
| 47 | XVVISHARES TR | 10,596 | $505.3M | 0.20% | |
| 48 | QUALISHARES TR | 2,521 | $460.9M | 0.18% | |
| 49 | GOOGLALPHABET INC | 2,557 | $450.6M | 0.18% | |
| 50 | VXFVANGUARD INDEX FDS | 2,334 | $449.9M | 0.18% | |
| 51 | SNPEDBX ETF TR | 7,831 | $433.0M | 0.17% | |
| 52 | EAGGISHARES TR | 9,028 | $429.2M | 0.17% | |
| 53 | GOOGALPHABET INC | 2,409 | $427.3M | 0.17% | |
| 54 | IJJISHARES TR | 3,381 | $417.9M | 0.17% | |
| 55 | AVGOBROADCOM INC | 1,384 | $381.4M | 0.15% | |
| 56 | AMATAPPLIED MATLS INC | 2,075 | $379.8M | 0.15% | |
| 57 | PGPROCTER AND GAMBLE CO | 2,342 | $373.1M | 0.15% | |
| 58 | SDYSPDR SERIES TRUST | 2,733 | $371.0M | 0.15% | |
| 59 | IVVISHARES TR | 586 | $364.0M | 0.15% | |
| 60 | VIGVANGUARD SPECIALIZED FUNDS | 1,759 | $360.0M | 0.14% | |
| 61 | VYMVANGUARD WHITEHALL FDS | 2,684 | $357.7M | 0.14% | |
| 62 | EFIVSPDR SERIES TRUST | 5,913 | $346.2M | 0.14% | |
| 63 | SUSBISHARES TR | 13,608 | $342.5M | 0.14% | |
| 64 | XMMOINVESCO EXCHANGE TRADED FD T | 2,638 | $339.3M | 0.14% | |
| 65 | SUSLISHARES TR | 3,117 | $337.7M | 0.14% | |
| 66 | USSGDBX ETF TR | 5,909 | $336.1M | 0.13% | |
| 67 | JPMJPMORGAN CHASE & CO. | 1,106 | $320.5M | 0.13% | |
| 68 | WMTWALMART INC | 3,042 | $297.4M | 0.12% | |
| 69 | XOMEXXON MOBIL CORP | 2,526 | $272.3M | 0.11% | |
| 70 | PANWPALO ALTO NETWORKS INC | 1,264 | $258.7M | 0.10% | |
| 71 | VVISA INC | 708 | $251.3M | 0.10% | |
| 72 | NKENIKE INC | 3,535 | $251.1M | 0.10% | |
| 73 | SMLFISHARES TR | 3,612 | $245.4M | 0.10% | |
| 74 | NOWSERVICENOW INC | 235 | $241.6M | 0.10% | |
| 75 | RWLINVESCO EXCH TRADED FD TR II | 2,306 | $240.5M | 0.10% | |
| 76 | ESGEISHARES INC | 6,067 | $237.6M | 0.10% | |
| 77 | ACWIISHARES TR | 1,809 | $232.6M | 0.09% | |
| 78 | SUSCISHARES TR | 9,940 | $230.9M | 0.09% | |
| 79 | LLYELI LILLY & CO | 291 | $226.8M | 0.09% | |
| 80 | NUDMNUSHARES ETF TR | 6,343 | $225.1M | 0.09% | |
| 81 | TSLATESLA INC | 705 | $223.9M | 0.09% | |
| 82 | EASGDBX ETF TR | 6,648 | $223.9M | 0.09% |