Veridan Wealth LLC
- SEC CIK
- 0002052405
- Latest filing
- Aug 10, 2026
Holdings in Q2 2024
Holdings as of Jun 30, 2024, filed Jul 10, 2025. Long positions only.
- Positions
- 82
- No filing for Q1 2024
- Portfolio value
- $249.3M
- No filing for Q1 2024
Veridan Wealth LLC did not file a 13F for Q1 2024, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| COOPMaverick Merger Sub 2, LLC | COM | 544,879 | $81.3M | 32.6% | – | – | History |
| WFCWells Fargo & Company | Stock | 137,065 | $11.0M | 4.4% | – | – | History |
| iShares Tr46434V613 | CORE UNIVRSL USD | 185,781 | $8.59M | 3.4% | – | – | – |
| iShares Russell Top 200 Growth ETF464289438 | ETF | 29,706 | $7.32M | 2.9% | – | – | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 90,789 | $7.02M | 2.8% | – | – | – |
| iShares Tr464289446 | RUS TOP 200 ETF | 35,825 | $5.49M | 2.2% | – | – | – |
| iShares Tr464289420 | RUS TP200 VL ETF | 65,039 | $5.48M | 2.2% | – | – | – |
| iShares S&P 100 ETF464287101 | ETF | 17,943 | $5.46M | 2.2% | – | – | – |
| Vanguard World FD921910840 | MEGA CAP VAL ETF | 41,321 | $5.42M | 2.2% | – | – | – |
| New York Life Investments Et45409B560 | FTSE INTL EQTY C | 172,081 | $5.07M | 2.0% | – | – | – |
| iShares Tr46434V449 | MSCI INTL MOMENT | 107,869 | $4.93M | 2.0% | – | – | – |
| Fidelity Covington Trust31609A404 | ENHANCED INTL | 142,422 | $4.74M | 1.9% | – | – | – |
| iShares Tr464288638 | ISHS 5-10YR INVT | 87,628 | $4.67M | 1.9% | – | – | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 56,208 | $4.66M | 1.9% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 16,446 | $4.60M | 1.8% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 9,460 | $4.15M | 1.7% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 16,858 | $3.99M | 1.6% | – | – | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 39,413 | $3.77M | 1.5% | – | – | – |
| iShares Tr46434V456 | MSCI INTL QUALTY | 83,897 | $3.63M | 1.5% | – | – | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 121,683 | $3.55M | 1.4% | – | – | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 39,696 | $3.54M | 1.4% | – | – | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 20,913 | $3.44M | 1.4% | – | – | – |
| iShares Inc46434G889 | EMNG MKTS EQT | 63,393 | $3.30M | 1.3% | – | – | – |
| Schwab International Equity ETF808524805 | ETF | 149,359 | $3.30M | 1.3% | – | – | – |
| Schwab Fundamental Emerging Markets Equity ETF808524730 | ETF | 97,759 | $3.23M | 1.3% | – | – | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 20,679 | $2.87M | 1.2% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 5,169 | $2.85M | 1.1% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 14,605 | $2.58M | 1.0% | – | – | – |
| IAUiShares Gold Trust | ETF | 40,971 | $2.55M | 1.0% | – | – | History |
| Vanguard World FD921910816 | MEGA GRWTH IND | 6,448 | $2.36M | 0.9% | – | – | – |
| iShares Tr464288653 | 10-20 YR TRS ETF | 22,937 | $2.33M | 0.9% | – | – | – |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 50,059 | $2.32M | 0.9% | – | – | – |
| First Tr Exch Traded FD III33739P855 | INSTL PFD SECS | 121,831 | $2.31M | 0.9% | – | – | – |
| iShares Tr464288661 | 3 7 YR TREAS BD | 18,867 | $2.25M | 0.9% | – | – | – |
| Schwab US Tips ETF808524870 | ETF | 83,277 | $2.22M | 0.9% | – | – | – |
| MSFTMicrosoft Corp | Stock | 3,650 | $1.82M | 0.7% | – | – | History |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 53,347 | $1.61M | 0.6% | – | – | – |
| NVDANVIDIA Corp | Stock | 9,734 | $1.54M | 0.6% | – | – | History |
| AAPLApple Inc. | Stock | 6,873 | $1.41M | 0.6% | – | – | History |
| AMZNAmazon Com Inc | Stock | 3,800 | $833.7K | 0.3% | – | – | History |
| SPGSimon Property Group Inc. | REIT | 4,459 | $716.8K | 0.3% | – | – | History |
| COSTCostco Wholesale Corp | Stock | 724 | $716.2K | 0.3% | – | – | History |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 13,529 | $663.3K | 0.3% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,341 | $651.4K | 0.3% | – | – | History |
| iShares Tr46435G425 | ESG AWR MSCI USA | 4,496 | $608.3K | 0.2% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 784 | $579.0K | 0.2% | – | – | History |
| iShares Tr46436E569 | ESG SELECT SCRE | 10,596 | $505.3K | 0.2% | – | – | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 2,521 | $460.9K | 0.2% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 2,557 | $450.6K | 0.2% | – | – | History |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 2,334 | $449.9K | 0.2% | – | – | – |
| DBX ETF Tr233051143 | XTRACKRS S&P 500 | 7,831 | $433.0K | 0.2% | – | – | – |
| iShares Esg Aware US Aggregate Bond ETF46435U549 | ETF | 9,028 | $429.2K | 0.2% | – | – | – |
| GOOGAlphabet Inc. | Stock | 2,409 | $427.3K | 0.2% | – | – | History |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 3,381 | $417.9K | 0.2% | – | – | – |
| AVGOBroadcom Inc. | Stock | 1,384 | $381.4K | 0.2% | – | – | History |
| AMATApplied Materials Inc | Stock | 2,075 | $379.8K | 0.2% | – | – | History |
| PGProcter & Gamble Co | Stock | 2,342 | $373.1K | 0.1% | – | – | History |
| SPDR Series Trust78464A763 | ST STR SP DIV | 2,733 | $371.0K | 0.1% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 586 | $364.0K | 0.1% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,759 | $360.0K | 0.1% | – | – | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 2,684 | $357.7K | 0.1% | – | – | – |
| SPDR Series Trust78468R531 | SPDR S&P 500 ESG | 5,913 | $346.2K | 0.1% | – | – | – |
| iShares Tr46435G243 | ESG AWRE 1 5 YR | 13,608 | $342.5K | 0.1% | – | – | – |
| Invesco Exchange Traded FD T46137V464 | S&P MDCP MOMNTUM | 2,638 | $339.3K | 0.1% | – | – | – |
| iShares Tr46435U218 | ESG MSCI LEADR | 3,117 | $337.7K | 0.1% | – | – | – |
| DBX ETF Tr233051150 | XTRACKERS MSCI | 5,909 | $336.1K | 0.1% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 1,106 | $320.5K | 0.1% | – | – | History |
| WMTWalmart Inc. | Stock | 3,042 | $297.4K | 0.1% | – | – | History |
| XOMExxonMobil Holdings Corp | COM | 2,526 | $272.3K | 0.1% | – | – | History |
| PANWPalo Alto Networks Inc | Stock | 1,264 | $258.7K | 0.1% | – | – | History |
| VVisa Inc. | Stock | 708 | $251.3K | 0.1% | – | – | History |
| NKENIKE, Inc. | Stock | 3,535 | $251.1K | 0.1% | – | – | History |
| iShares Tr46434V290 | US SML CAP EQT | 3,612 | $245.4K | 0.1% | – | – | – |
| NOWServiceNow, Inc. | Stock | 235 | $241.6K | 0.1% | – | – | History |
| Invesco Exch Traded FD Tr II46138G698 | S&P 500 REVENUE | 2,306 | $240.5K | 0.1% | – | – | – |
| iShares Inc46434G863 | ESG AWR MSCI EM | 6,067 | $237.6K | 0.1% | – | – | – |
| iShares Tr464288257 | MSCI ACWI ETF | 1,809 | $232.6K | 0.1% | – | – | – |
| iShares Tr46435G193 | ESG AWRE USD ETF | 9,940 | $230.9K | 0.1% | – | – | – |
| LLYEli Lilly & Co | Stock | 291 | $226.8K | 0.1% | – | – | History |
| Nushares ETF Tr67092P805 | NUVEEN ESG INTL | 6,343 | $225.1K | 0.1% | – | – | – |
| TSLATesla, Inc. | Stock | 705 | $223.9K | 0.1% | – | – | History |
| DBX ETF Tr233051218 | XTRACKERS MSCI | 6,648 | $223.9K | 0.1% | – | – | – |