Veridan Wealth LLC
Clone Performance
Aug 2024–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 7 quarters. Past performance does not predict future results.
Portfolio Concentration
25 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 82.7% | $106,238,332 |
| Technology | 6.1% | $7,888,587 |
| Unclassified | 5.7% | $7,312,742 |
| Communication Services | 2.4% | $3,138,616 |
| Consumer Cyclical | 0.9% | $1,211,692 |
| Real Estate | 0.8% | $1,043,103 |
| Consumer Defensive | 0.5% | $646,505 |
| Healthcare | 0.3% | $358,629 |
| Energy | 0.3% | $330,862 |
| Industrials | 0.2% | $226,106 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| GOOGL | Alphabet Inc. | +3,282 | 7,530 | $2,669,959 | |
| IAU | Ishares Gold Trust | +2,052 | 42,941 | $3,242,474 | |
| WFC | Wells Fargo & Company/Mn | +686 | 137,751 | $11,383,742 | |
| NVDA | Nvidia Corp | +626 | 10,042 | $2,009,303 | |
| WMT | Walmart Inc. | +329 | 2,966 | $335,929 | |
| TSLA | Tesla, Inc. | +191 | 825 | $346,995 | |
| AMZN | Amazon Com Inc | +80 | 3,628 | $864,697 | |
| BRK-B | Berkshire Hathaway Inc | +59 | 1,465 | $733,071 | |
| JPM | Jpmorgan Chase & Co | +56 | 1,072 | $350,897 | |
| SPG | Simon Property Group Inc. | +46 | 4,664 | $1,043,103 | |
| META | Meta Platforms, Inc. | +37 | 832 | $468,657 | |
| COST | Costco Wholesale Corp /New | +33 | 332 | $310,576 | |
| LLY | ELI LILLY & Co | +16 | 299 | $358,629 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AAPL | Apple Inc. | −352 | 7,083 | $2,049,536 | |
| QQQ | Invesco Qqq Trust, Series 1 | −340 | 5,005 | $3,685,682 | |
| XOM | ExxonMobil Holdings Corp | −200 | 2,420 | $330,862 | |
| AMAT | Applied Materials Inc /De | −199 | 1,913 | $1,383,099 | |
| AVGO | Broadcom Inc. | −89 | 1,311 | $495,230 | |
| V | Visa Inc. | −80 | 631 | $216,489 | |
| MSFT | Microsoft Corp | −61 | 3,875 | $1,445,452 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| BIV | Vanguard Intermediate-Term Bond ETF | 91,844 | $7,088,519 | |
| HFXI | NYLI FTSE International Equity Currency Neutral ETF | 175,951 | $5,908,434 | |
| VB | Vanguard Morningstar Small-Cap ETF | 17,731 | $4,644,103 | |
| VXF | Vanguard Extended Market ETF | 2,301 | $473,545 | |
| VIG | Vanguard Dividend Appreciation ETF | 1,821 | $391,624 | |
| PG | PROCTER & GAMBLE Co | 2,406 | $347,522 | |
| MCK | Mckesson Corp | 247 | $213,743 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| RKT |
Rocket Companies, Inc.
Financial Services
|
Held | 5,939,945 | $93,554,133 | 72.86% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
Added | 137,751 | $11,383,742 | 8.87% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 5,005 | $3,685,682 | 2.87% | |
| IAU |
Ishares Gold Trust
|
Added | 42,941 | $3,242,474 | 2.53% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 7,530 | $2,669,959 | 2.08% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 7,083 | $2,049,536 | 1.60% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 10,042 | $2,009,303 | 1.56% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 3,875 | $1,445,452 | 1.13% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Reduced | 1,913 | $1,383,099 | 1.08% | |
| SPG |
Simon Property Group Inc.
Real Estate
|
Added | 4,664 | $1,043,103 | 0.81% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 3,628 | $864,697 | 0.67% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 1,465 | $733,071 | 0.57% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 1,311 | $495,230 | 0.39% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 832 | $468,657 | 0.37% | |
| SPY |
Spdr S&P 500 ETF Trust
|
NEW | 515 | $384,586 | 0.30% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 299 | $358,629 | 0.28% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 1,072 | $350,897 | 0.27% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 825 | $346,995 | 0.27% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 2,966 | $335,929 | 0.26% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Reduced | 2,420 | $330,862 | 0.26% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 332 | $310,576 | 0.24% | |
| LRCX |
Lam Research Corp
Technology
|
NEW | 681 | $295,097 | 0.23% | |
| GE |
General Electric Co
Industrials
|
NEW | 605 | $226,106 | 0.18% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 631 | $216,489 | 0.17% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
NEW | 363 | $210,870 | 0.16% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.