Veridan Wealth LLC
- SEC CIK
- 0002052405
- Latest filing
- Aug 10, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Feb 5, 2025. Long positions only.
- Positions
- 82
- No filing for Q3 2024
- Portfolio value
- $213.5M
- No filing for Q3 2024
Veridan Wealth LLC did not file a 13F for Q3 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 | 545,900 | $56.2M | 26.3% | – | – | History |
| WFCWells Fargo & Company | Stock | 137,104 | $10.7M | 5.0% | – | – | History |
| iShares Tr46434V613 | CORE UNIVRSL USD | 187,176 | $8.48M | 4.0% | – | – | – |
| iShares Russell Top 200 Growth ETF464289438 | ETF | 28,987 | $6.83M | 3.2% | – | – | – |
| iShares S&P 100 ETF464287101 | ETF | 17,642 | $5.16M | 2.4% | – | – | – |
| DBX ETF Tr233051200 | XTRACK MSCI EAFE | 109,107 | $4.71M | 2.2% | – | – | – |
| New York Life Investments Et45409B560 | FTSE INTL EQTY C | 174,470 | $4.70M | 2.2% | – | – | – |
| iShares Tr464289420 | RUS TP200 VL ETF | 56,356 | $4.68M | 2.2% | – | – | – |
| iShares Tr464289446 | RUS TOP 200 ETF | 31,420 | $4.64M | 2.2% | – | – | – |
| iShares Tr46434V449 | MSCI INTL MOMENT | 117,839 | $4.57M | 2.1% | – | – | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 60,512 | $4.54M | 2.1% | – | – | – |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 65,836 | $4.53M | 2.1% | – | – | – |
| iShares Tr464288638 | ISHS 5-10YR INVT | 86,712 | $4.48M | 2.1% | – | – | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 55,592 | $4.47M | 2.1% | – | – | – |
| Vanguard World FD921910840 | MEGA CAP VAL ETF | 33,063 | $4.31M | 2.0% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 15,666 | $4.30M | 2.0% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 10,038 | $4.16M | 1.9% | – | – | – |
| iShares Tr46434V456 | MSCI INTL QUALTY | 92,902 | $3.58M | 1.7% | – | – | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 44,413 | $3.49M | 1.6% | – | – | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 19,515 | $3.22M | 1.5% | – | – | – |
| Schwab International Equity ETF808524805 | ETF | 165,812 | $3.17M | 1.5% | – | – | – |
| Schwab Fundamental Emerging Markets Equity ETF808524730 | ETF | 104,394 | $3.08M | 1.4% | – | – | – |
| iShares Inc46434G889 | EMNG MKTS EQT | 67,553 | $3.07M | 1.4% | – | – | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 108,103 | $3.04M | 1.4% | – | – | – |
| Vanguard World FD921910873 | MEGA CAP INDEX | 13,700 | $2.97M | 1.4% | – | – | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 20,036 | $2.69M | 1.3% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 14,617 | $2.58M | 1.2% | – | – | – |
| Vanguard World FD921910816 | MEGA GRWTH IND | 6,703 | $2.31M | 1.1% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 4,435 | $2.30M | 1.1% | – | – | – |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 49,775 | $2.26M | 1.1% | – | – | – |
| First Tr Exch Traded FD III33739P855 | INSTL PFD SECS | 119,204 | $2.23M | 1.0% | – | – | – |
| iShares Tr46435G250 | HIGH YLD SYSTM B | 47,126 | $2.22M | 1.0% | – | – | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 19,465 | $1.81M | 0.8% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 15,452 | $1.81M | 0.8% | – | – | – |
| SPDR Index Shs FDS78463X756 | ST MARKE CAP ETF | 27,136 | $1.55M | 0.7% | – | – | – |
| Invesco Exchange Traded FD T46137V464 | S&P MDCP MOMNTUM | 11,568 | $1.50M | 0.7% | – | – | – |
| AAPLApple Inc. | Stock | 6,308 | $1.44M | 0.7% | – | – | History |
| MSFTMicrosoft Corp | Stock | 3,419 | $1.40M | 0.7% | – | – | History |
| iShares Tr464288604 | MRGSTR SM CP GR | 26,652 | $1.36M | 0.6% | – | – | – |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 15,532 | $1.35M | 0.6% | – | – | – |
| NVDANVIDIA Corp | Stock | 10,055 | $1.17M | 0.5% | – | – | History |
| AMZNAmazon Com Inc | Stock | 3,545 | $841.7K | 0.4% | – | – | History |
| SPGSimon Property Group Inc. | REIT | 4,722 | $818.8K | 0.4% | – | – | History |
| iShares Tr46435G425 | ESG AWR MSCI USA | 5,503 | $723.0K | 0.3% | – | – | – |
| iShares Tr46436E569 | ESG SELECT SCRE | 13,458 | $621.2K | 0.3% | – | – | – |
| iShares Esg Aware US Aggregate Bond ETF46435U549 | ETF | 12,643 | $589.2K | 0.3% | – | – | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 2,887 | $569.6K | 0.3% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,168 | $542.7K | 0.3% | – | – | History |
| METAMeta Platforms, Inc. | Stock | 752 | $524.7K | 0.2% | – | – | History |
| DBX ETF Tr233051143 | XTRACKRS S&P 500 | 9,521 | $510.6K | 0.2% | – | – | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 2,705 | $493.6K | 0.2% | – | – | – |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 3,487 | $445.9K | 0.2% | – | – | – |
| iShares Tr46435G243 | ESG AWRE 1 5 YR | 18,004 | $445.4K | 0.2% | – | – | – |
| GOOGAlphabet Inc. | Stock | 2,162 | $438.0K | 0.2% | – | – | History |
| GOOGLAlphabet Inc. | Stock | 2,140 | $430.6K | 0.2% | – | – | History |
| iShares Core S&P 500 ETF464287200 | ETF | 708 | $425.5K | 0.2% | – | – | – |
| SPDR Series Trust78468R531 | SPDR S&P 500 ESG | 7,179 | $408.1K | 0.2% | – | – | – |
| DBX ETF Tr233051150 | XTRACKERS MSCI | 7,477 | $407.3K | 0.2% | – | – | – |
| iShares Tr46435U218 | ESG MSCI LEADR | 3,856 | $399.8K | 0.2% | – | – | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 2,918 | $391.1K | 0.2% | – | – | – |
| PGProcter & Gamble Co | Stock | 2,289 | $386.3K | 0.2% | – | – | History |
| AMATApplied Materials Inc | Stock | 2,157 | $385.6K | 0.2% | – | – | History |
| COSTCostco Wholesale Corp | Stock | 374 | $375.9K | 0.2% | – | – | History |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,794 | $361.8K | 0.2% | – | – | – |
| iShares Tr46434V290 | US SML CAP EQT | 4,488 | $311.9K | 0.1% | – | – | – |
| iShares Tr46435G193 | ESG AWRE USD ETF | 13,316 | $303.3K | 0.1% | – | – | – |
| AVGOBroadcom Inc. | Stock | 1,377 | $299.9K | 0.1% | – | – | History |
| XOMExxonMobil Holdings Corp | COM | 2,798 | $299.7K | 0.1% | – | – | History |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 2,199 | $290.0K | 0.1% | – | – | – |
| WMTWalmart Inc. | Stock | 2,874 | $286.1K | 0.1% | – | – | History |
| JPMJPMorgan Chase & Co | Stock | 1,065 | $284.2K | 0.1% | – | – | History |
| DBX ETF Tr233051218 | XTRACKERS MSCI | 9,185 | $276.8K | 0.1% | – | – | – |
| Nushares ETF Tr67092P805 | NUVEEN ESG INTL | 8,912 | $276.7K | 0.1% | – | – | – |
| iShares Inc46434G863 | ESG AWR MSCI EM | 8,094 | $276.6K | 0.1% | – | – | – |
| TSLATesla, Inc. | Stock | 714 | $273.9K | 0.1% | – | – | History |
| VVisa Inc. | Stock | 764 | $264.0K | 0.1% | – | – | History |
| iShares Tr464288257 | MSCI ACWI ETF | 2,152 | $258.7K | 0.1% | – | – | – |
| PANWPalo Alto Networks Inc | Stock | 1,301 | $237.8K | 0.1% | – | – | History |
| Invesco Exch Traded FD Tr II46138G698 | S&P 500 REVENUE | 2,317 | $237.4K | 0.1% | – | – | – |
| NOWServiceNow, Inc. | Stock | 227 | $231.8K | 0.1% | – | – | History |
| LLYEli Lilly & Co | Stock | 277 | $224.5K | 0.1% | – | – | History |
| Fidelity Covington Trust31609A503 | ENH MID COR ETF | 6,140 | $209.6K | 0.1% | – | – | – |