Veridan Wealth LLC
- SEC CIK
- 0002052405
- Latest filing
- Aug 10, 2026
Holdings in Q3 2025
Holdings as of Sep 30, 2025, filed Nov 12, 2025. Long positions only.
- Positions
- 79
- No filing for Q2 2025
- Portfolio value
- $290.4M
- No filing for Q2 2025
Veridan Wealth LLC did not file a 13F for Q2 2025, 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 | 539,995 | $113.8M | 39.2% | – | – | History |
| WFCWells Fargo & Company | Stock | 137,065 | $11.5M | 4.0% | – | – | History |
| iShares Tr46434V613 | CORE UNIVRSL USD | 184,683 | $8.63M | 3.0% | – | – | – |
| iShares Russell Top 200 Growth ETF464289438 | ETF | 29,910 | $8.18M | 2.8% | – | – | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 89,744 | $7.01M | 2.4% | – | – | – |
| iShares Tr464289446 | RUS TOP 200 ETF | 36,218 | $6.02M | 2.1% | – | – | – |
| iShares S&P 100 ETF464287101 | ETF | 18,036 | $6.00M | 2.1% | – | – | – |
| iShares Tr464289420 | RUS TP200 VL ETF | 66,388 | $5.83M | 2.0% | – | – | – |
| Vanguard World FD921910840 | MEGA CAP VAL ETF | 42,247 | $5.82M | 2.0% | – | – | – |
| New York Life Investments Et45409B560 | FTSE INTL EQTY C | 169,307 | $5.25M | 1.8% | – | – | – |
| iShares Tr46434V449 | MSCI INTL MOMENT | 107,309 | $5.14M | 1.8% | – | – | – |
| Fidelity Covington Trust31609A404 | ENHANCED INTL | 143,350 | $5.06M | 1.7% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 16,814 | $4.94M | 1.7% | – | – | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 56,023 | $4.71M | 1.6% | – | – | – |
| iShares Tr464288638 | ISHS 5-10YR INVT | 86,843 | $4.70M | 1.6% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 9,390 | $4.50M | 1.6% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 17,466 | $4.44M | 1.5% | – | – | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 123,569 | $3.94M | 1.4% | – | – | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 39,553 | $3.82M | 1.3% | – | – | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 21,458 | $3.75M | 1.3% | – | – | – |
| iShares Tr46434V456 | MSCI INTL QUALTY | 83,598 | $3.69M | 1.3% | – | – | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 39,643 | $3.69M | 1.3% | – | – | – |
| iShares Inc46434G889 | EMNG MKTS EQT | 62,509 | $3.54M | 1.2% | – | – | – |
| Schwab Fundamental Emerging Markets Equity ETF808524730 | ETF | 97,345 | $3.52M | 1.2% | – | – | – |
| Schwab International Equity ETF808524805 | ETF | 148,629 | $3.46M | 1.2% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 5,215 | $3.13M | 1.1% | – | – | – |
| IAUiShares Gold Trust | ETF | 41,652 | $3.03M | 1.0% | – | – | History |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 21,090 | $3.00M | 1.0% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 14,896 | $2.78M | 1.0% | – | – | – |
| Vanguard World FD921910816 | MEGA GRWTH IND | 6,448 | $2.59M | 0.9% | – | – | – |
| First Tr Exch Traded FD III33739P855 | INSTL PFD SECS | 121,812 | $2.36M | 0.8% | – | – | – |
| iShares Tr464288653 | 10-20 YR TRS ETF | 22,867 | $2.36M | 0.8% | – | – | – |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 49,636 | $2.33M | 0.8% | – | – | – |
| iShares Tr464288661 | 3 7 YR TREAS BD | 19,029 | $2.27M | 0.8% | – | – | – |
| Schwab US Tips ETF808524870 | ETF | 83,313 | $2.25M | 0.8% | – | – | – |
| MSFTMicrosoft Corp | Stock | 3,509 | $1.82M | 0.6% | – | – | History |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 53,271 | $1.78M | 0.6% | – | – | – |
| AAPLApple Inc. | Stock | 6,774 | $1.72M | 0.6% | – | – | History |
| NVDANVIDIA Corp | Stock | 9,139 | $1.71M | 0.6% | – | – | History |
| SPGSimon Property Group Inc. | REIT | 4,510 | $846.4K | 0.3% | – | – | History |
| AMZNAmazon Com Inc | Stock | 3,394 | $745.2K | 0.3% | – | – | History |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 14,133 | $707.6K | 0.2% | – | – | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 4,481 | $652.4K | 0.2% | – | – | – |
| COSTCostco Wholesale Corp | Stock | 704 | $652.0K | 0.2% | – | – | History |
| BRK.BBerkshire Hathaway Inc | Stock | 1,295 | $651.0K | 0.2% | – | – | History |
| iShares Tr46436E569 | ESG SELECT SCRE | 10,600 | $546.1K | 0.2% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 2,104 | $511.4K | 0.2% | – | – | History |
| GOOGAlphabet Inc. | Stock | 2,020 | $492.0K | 0.2% | – | – | History |
| METAMeta Platforms, Inc. | Stock | 663 | $486.8K | 0.2% | – | – | History |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 2,302 | $481.9K | 0.2% | – | – | – |
| DBX ETF Tr233051143 | XTRACKRS S&P 500 | 7,828 | $469.9K | 0.2% | – | – | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 2,393 | $465.4K | 0.2% | – | – | – |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 3,390 | $439.8K | 0.2% | – | – | – |
| iShares Esg Aware US Aggregate Bond ETF46435U549 | ETF | 9,123 | $438.2K | 0.2% | – | – | – |
| AVGOBroadcom Inc. | Stock | 1,306 | $430.8K | 0.1% | – | – | History |
| AMATApplied Materials Inc | Stock | 2,058 | $421.5K | 0.1% | – | – | History |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,766 | $381.1K | 0.1% | – | – | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 2,712 | $379.9K | 0.1% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 565 | $378.1K | 0.1% | – | – | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 2,673 | $376.7K | 0.1% | – | – | – |
| SPDR Series Trust78468R531 | SPDR S&P 500 ESG | 5,910 | $375.8K | 0.1% | – | – | – |
| iShares Tr46435U218 | ESG MSCI LEADR | 3,118 | $364.9K | 0.1% | – | – | – |
| DBX ETF Tr233051150 | XTRACKERS MSCI | 5,912 | $362.7K | 0.1% | – | – | – |
| iShares Tr46435G243 | ESG AWRE 1 5 YR | 13,761 | $348.3K | 0.1% | – | – | – |
| PGProcter & Gamble Co | Stock | 2,258 | $346.9K | 0.1% | – | – | History |
| Invesco Exchange Traded FD T46137V464 | S&P MDCP MOMNTUM | 2,468 | $333.7K | 0.1% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 921 | $290.4K | 0.1% | – | – | History |
| WMTWalmart Inc. | Stock | 2,784 | $286.9K | 0.1% | – | – | History |
| XOMExxonMobil Holdings Corp | COM | 2,457 | $277.0K | 0.1% | – | – | History |
| iShares Tr46434V290 | US SML CAP EQT | 3,616 | $268.9K | 0.1% | – | – | – |
| TSLATesla, Inc. | Stock | 595 | $264.6K | 0.1% | – | – | History |
| iShares Inc46434G863 | ESG AWR MSCI EM | 6,064 | $263.3K | 0.1% | – | – | – |
| iShares Tr464288257 | MSCI ACWI ETF | 1,809 | $250.1K | 0.1% | – | – | – |
| Nushares ETF Tr67092P805 | NUVEEN ESG INTL | 6,344 | $238.7K | 0.1% | – | – | – |
| iShares Tr46435G193 | ESG AWRE USD ETF | 10,048 | $236.7K | 0.1% | – | – | – |
| NKENIKE, Inc. | Stock | 3,347 | $233.4K | 0.1% | – | – | History |
| DBX ETF Tr233051218 | XTRACKERS MSCI | 6,646 | $230.3K | 0.1% | – | – | – |
| PANWPalo Alto Networks Inc | Stock | 1,102 | $224.4K | 0.1% | – | – | History |
| VVisa Inc. | Stock | 655 | $223.6K | 0.1% | – | – | History |