Veridan Wealth LLC Q4 2025 Filing
Filed February 13, 2026
Portfolio Value
$297.6M
Holdings
79
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (79 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | RKTROCKET COS INC | 5,939,945 | $115.0M | 38.64% | |
| 2 | WFCWELLS FARGO CO NEW | 137,065 | $12.8M | 4.29% | |
| 3 | IUSBISHARES TR | 191,244 | $8.9M | 2.99% | |
| 4 | IWYISHARES TR | 29,859 | $8.3M | 2.78% | |
| 5 | BIVVANGUARD BD INDEX FDS | 91,570 | $7.1M | 2.40% | |
| 6 | AQLTISHARES TR | 36,259 | $6.2M | 2.08% | |
| 7 | OEFISHARES TR | 18,020 | $6.2M | 2.08% | |
| 8 | IWXISHARES TR | 66,858 | $6.1M | 2.06% | |
| 9 | MGVVANGUARD WORLD FD | 42,839 | $6.0M | 2.03% | |
| 10 | HFXINEW YORK LIFE INVESTMENTS ET | 171,163 | $5.6M | 1.87% | |
| 11 | IMTMISHARES TR | 110,912 | $5.3M | 1.79% | |
| 12 | FENIFIDELITY COVINGTON TRUST | 144,423 | $5.3M | 1.77% | |
| 13 | VOVANGUARD INDEX FDS | 17,098 | $5.0M | 1.67% | |
| 14 | VCITVANGUARD SCOTTSDALE FDS | 57,235 | $4.8M | 1.61% | |
| 15 | IGIBISHARES TR | 88,687 | $4.8M | 1.61% | |
| 16 | VUGVANGUARD INDEX FDS | 9,408 | $4.6M | 1.54% | |
| 17 | VBVANGUARD INDEX FDS | 17,670 | $4.6M | 1.53% | |
| 18 | SCHGSCHWAB STRATEGIC TR | 123,160 | $4.0M | 1.35% | |
| 19 | IEFISHARES TR | 41,304 | $4.0M | 1.33% | |
| 20 | VOEVANGUARD INDEX FDS | 21,759 | $3.9M | 1.30% | |
| 21 | IQLTISHARES TR | 84,656 | $3.8M | 1.29% | |
| 22 | ESGDISHARES TR | 40,387 | $3.8M | 1.29% | |
| 23 | SCHFSCHWAB STRATEGIC TR | 152,251 | $3.7M | 1.23% | |
| 24 | EMGFISHARES INC | 63,049 | $3.6M | 1.23% | |
| 25 | FNDESCHWAB STRATEGIC TR | 100,054 | $3.6M | 1.21% | |
| 26 | IAU*ISHARES GOLD TR | 40,661 | $3.3M | 1.11% | |
| 27 | NDQINVESCO QQQ TR | 5,211 | $3.2M | 1.08% | |
| 28 | IWPISHARES TR | 21,382 | $2.9M | 0.98% | |
| 29 | VTVVANGUARD INDEX FDS | 15,021 | $2.9M | 0.96% | |
| 30 | MGKVANGUARD WORLD FD | 6,450 | $2.7M | 0.89% | |
| 31 | FPEIFIRST TR EXCH TRADED FD III | 124,283 | $2.4M | 0.81% | |
| 32 | VMBSVANGUARD SCOTTSDALE FDS | 50,462 | $2.4M | 0.80% | |
| 33 | TLHISHARES TR | 23,304 | $2.4M | 0.80% | |
| 34 | IEIISHARES TR | 19,427 | $2.3M | 0.78% | |
| 35 | SCHPSCHWAB STRATEGIC TR | 85,291 | $2.3M | 0.76% | |
| 36 | AAPLAPPLE INC | 6,651 | $1.8M | 0.61% | |
| 37 | SCHESCHWAB STRATEGIC TR | 54,463 | $1.8M | 0.60% | |
| 38 | NVDANVIDIA CORPORATION | 9,146 | $1.7M | 0.57% | |
| 39 | MSFTMICROSOFT CORP | 3,518 | $1.7M | 0.57% | |
| 40 | SPGSIMON PPTY GROUP INC NEW | 4,563 | $844K | 0.28% | |
| 41 | VTEBVANGUARD MUN BD FDS | 15,739 | $791K | 0.27% | |
| 42 | AMZNAMAZON COM INC | 3,398 | $784K | 0.26% | |
| 43 | GOOGLALPHABET INC | 2,231 | $698K | 0.23% | |
| 44 | ESGUISHARES TR | 4,428 | $659K | 0.22% | |
| 45 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,295 | $650K | 0.22% | |
| 46 | GOOGALPHABET INC | 1,997 | $626K | 0.21% | |
| 47 | COSTCOSTCO WHSL CORP NEW | 673 | $580K | 0.19% | |
| 48 | XVVISHARES TR | 10,448 | $550K | 0.18% | |
| 49 | AMATAPPLIED MATLS INC | 2,062 | $529K | 0.18% | |
| 50 | VXFVANGUARD INDEX FDS | 2,309 | $482K | 0.16% | |
| 51 | SNPEDBX ETF TR | 7,643 | $477K | 0.16% | |
| 52 | AVGOBROADCOM INC | 1,308 | $452K | 0.15% | |
| 53 | QUALISHARES TR | 2,271 | $451K | 0.15% | |
| 54 | IJJISHARES TR | 3,403 | $447K | 0.15% | |
| 55 | EAGGISHARES TR | 9,263 | $443K | 0.15% | |
| 56 | METAMETA PLATFORMS INC | 663 | $437K | 0.15% | |
| 57 | IVVISHARES TR | 581 | $397K | 0.13% | |
| 58 | VIGVANGUARD SPECIALIZED FUNDS | 1,780 | $391K | 0.13% | |
| 59 | VYMVANGUARD WHITEHALL FDS | 2,658 | $381K | 0.13% | |
| 60 | EFIVSPDR SERIES TRUST | 5,766 | $381K | 0.13% | |
| 61 | SDYSPDR SERIES TRUST | 2,732 | $380K | 0.13% | |
| 62 | SUSLISHARES TR | 3,076 | $372K | 0.12% | |
| 63 | USSGDBX ETF TR | 5,833 | $370K | 0.12% | |
| 64 | SUSBISHARES TR | 13,984 | $352K | 0.12% | |
| 65 | XMMOINVESCO EXCHANGE TRADED FD T | 2,472 | $342K | 0.11% | |
| 66 | PGPROCTER AND GAMBLE CO | 2,279 | $326K | 0.11% | |
| 67 | WMTWALMART INC | 2,784 | $310K | 0.10% | |
| 68 | XOMEXXON MOBIL CORP | 2,478 | $298K | 0.10% | |
| 69 | JPMJPMORGAN CHASE & CO. | 925 | $297K | 0.10% | |
| 70 | LLYELI LILLY & CO | 262 | $281K | 0.09% | |
| 71 | SMLFISHARES TR | 3,598 | $269K | 0.09% | |
| 72 | TSLATESLA INC | 595 | $267K | 0.09% | |
| 73 | ESGEISHARES INC | 6,016 | $265K | 0.09% | |
| 74 | ACWIISHARES TR | 1,819 | $257K | 0.09% | |
| 75 | NUDMNUSHARES ETF TR | 6,712 | $243K | 0.08% | |
| 76 | SUSCISHARES TR | 10,198 | $238K | 0.08% | |
| 77 | EASGDBX ETF TR | 6,778 | $238K | 0.08% | |
| 78 | VVISA INC | 659 | $231K | 0.08% | |
| 79 | NKENIKE INC | 3,367 | $214K | 0.07% |