Veridan Wealth LLC
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: every 13F filer's combined book, active share 89.8%; sector active share 73.8% against the combined 13F book's sector weights.
Over time 7 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
84 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 57.8% | $165,740,750 |
| Financial Services | 37.0% | $106,238,332 |
| Technology | 2.8% | $7,888,587 |
| Communication Services | 1.1% | $3,138,616 |
| Consumer Cyclical | 0.4% | $1,211,692 |
| Real Estate | 0.4% | $1,043,103 |
| Consumer Defensive | 0.2% | $646,505 |
| Healthcare | 0.1% | $358,629 |
| Energy | 0.1% | $330,862 |
| Industrials | 0.1% | $226,106 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| VO | VANGUARD MID-CAP INDEX FUND | +55,679 | 73,048 | $5,885,477 | |
| VUG | VANGUARD GROWTH INDEX FUND | +43,985 | 53,174 | $4,580,408 | |
| MGK | VANGUARD MEGA CAP GROWTH INDEX FUND | +25,131 | 31,982 | $2,811,537 | |
| IEI | iShares 3-7 Year Treasury Bond ETF | +24,310 | 44,643 | $5,243,320 | |
| FENI | Fidelity Enhanced International ETF | +10,452 | 159,498 | $6,400,654 | |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND | +6,003 | 64,675 | $5,345,388 | |
| IMTM | iShares MSCI Intl Momentum Factor ETF | +4,794 | 118,750 | $6,332,937 | |
| IQLT | iShares MSCI Intl Quality Factor ETF | +4,602 | 91,594 | $4,538,482 | |
| — | +4,407 | 25,550 | $3,740,775 | ||
| IEF | iShares 7-10 Year Treasury Bond ETF | +4,285 | 47,157 | $4,459,637 | |
| GOOG | Alphabet Inc. | +3,304 | 5,207 | $1,839,789 | |
| ESGD | iShares ESG Aware MSCI EAFE ETF | +2,518 | 43,954 | $4,518,910 | |
| IAU | Ishares Gold Trust | +2,052 | 42,941 | $3,242,474 | |
| WFC | Wells Fargo & Company | +686 | 137,751 | $11,383,742 | |
| VB | Vanguard Index Funds | +675 | 18,406 | $5,579,226 | |
| NVDA | Nvidia Corp | +626 | 10,042 | $2,009,303 | |
| EAGG | iShares ESG Aware U.S. Aggregate Bond ETF | +564 | 9,577 | $454,045 | |
| SCHE | Schwab Emerging Markets Equity ETF | +370 | 56,626 | $2,053,258 | |
| SUSB | iShares ESG Aware 1-5 Year USD Corporate Bond ETF | +343 | 13,627 | $340,538 | |
| WMT | Walmart Inc. | +329 | 2,966 | $335,929 | |
| TSLA | Tesla, Inc. | +191 | 825 | $346,995 | |
| SCHG | Schwab U.S. Large-Cap Growth ETF | +147 | 124,000 | $4,196,160 | |
| — | +112 | 29,791 | $8,657,860 | ||
| AMZN | Amazon Com Inc | +80 | 3,628 | $864,697 | |
| BRK-B | Berkshire Hathaway Inc | +59 | 1,465 | $733,071 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| IUSB | iShares Core Universal USD Bond ETF | −174,442 | 16,736 | $772,366 | |
| BIV | Vanguard Bond Index Funds | −88,737 | 3,107 | $238,306 | |
| FPEI | First Trust Institutional Preferred Securities and Income ETF | −10,116 | 117,893 | $2,274,155 | |
| EMGF | iShares Emerging Markets Equity Factor ETF | −4,759 | 59,652 | $4,370,105 | |
| VMBS | VANGUARD MORTGAGE-BACKED SECURITIES INDEX FUND | −4,642 | 47,901 | $2,242,245 | |
| HFXI | NYLIM ETF Trust | −4,017 | 171,934 | $6,548,966 | |
| — | −3,035 | 64,262 | $6,757,791 | ||
| VTEB | VANGUARD TAX-EXEMPT BOND INDEX FUND | −2,526 | 15,535 | $785,760 | |
| IJJ | iShares S&P Mid-Cap 400 Value ETF | −1,733 | 1,677 | $247,743 | |
| SCHF | Schwab International Equity ETF | −1,668 | 154,246 | $4,272,614 | |
| SMLF | iShares U.S. Small-Cap Equity Factor ETF | −1,600 | 3,340 | $297,727 | |
| VOE | VANGUARD MID-CAP VALUE INDEX FUND | −1,448 | 20,646 | $4,079,649 | |
| FNDE | Schwab Fundamental Emerging Markets Equity ETF | −1,439 | 100,988 | $4,007,203 | |
| IWL | iShares Russell Top 200 ETF | −1,010 | 35,548 | $6,574,602 | |
| ESGE | iShares Trust | −844 | 4,965 | $271,535 | |
| VTV | VANGUARD VALUE INDEX FUND | −595 | 14,515 | $3,163,253 | |
| MGV | VANGUARD MEGA CAP VALUE INDEX FUND | −554 | 42,136 | $6,887,129 | |
| OEF | iShares S&P 100 ETF | −535 | 17,636 | $6,452,483 | |
| ACWI | iShares MSCI ACWI ETF | −454 | 1,365 | $214,264 | |
| SNPE | Xtrackers S&P 500 Scored & Screened ETF | −413 | 7,029 | $484,016 | |
| AAPL | Apple Inc. | −352 | 7,083 | $2,049,536 | |
| QQQ | Invesco Qqq Trust, Series 1 | −340 | 5,005 | $3,685,682 | |
| — | −323 | 5,294 | $386,091 | ||
| — | −302 | 1,999 | $492,173 | ||
| SDY | State Street(R) SPDR(R) S&P(R) Dividend ETF | −265 | 2,483 | $377,862 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| ICSH | iShares Ultra Short Duration Bond Active ETF | 102,902 | $5,204,783 | |
| IGSB | iShares 1-5 Year Investment Grade Corporate Bond ETF | 97,160 | $5,092,155 | |
| PAVE | Global X U.S. Infrastructure Development ETF | 40,879 | $2,408,590 | |
| TDTF | FlexShares iBoxx 5-Year Target Duration TIPS Index Fund | 90,051 | $2,140,512 | |
| CMBS | iShares CMBS ETF | 22,000 | $1,070,300 | |
| IWM | iShares Russell 2000 ETF | 1,334 | $400,800 | |
| SPY | Spdr S&P 500 ETF Trust | 515 | $384,586 | |
| LRCX | Lam Research Corp | 681 | $295,097 | |
| GE | General Electric Co | 605 | $226,106 | |
| AMD | Advanced Micro Devices Inc | 363 | $210,870 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| SCHP | Schwab U.S. TIPS ETF | 84,973 | $2,261,131 | |
| PG | PROCTER & GAMBLE Co | 2,406 | $347,522 | |
| MCK | Mckesson Corp | 247 | $213,743 | |
| TLH | iShares 10-20 Year Treasury Bond ETF | 23,345 | $0 | |
| IGIB | iShares 5-10 Year Investment Grade Corporate Bond ETF | 89,264 | $0 | |
| 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 | 32.62% | |
| WFC |
Wells Fargo & Company
Financial Services
|
Added | 137,751 | $11,383,742 | 3.97% | |
|
|
Added | 29,791 | $8,657,860 | 3.02% | ||
| MGV |
VANGUARD MEGA CAP VALUE INDEX FUND
|
Reduced | 42,136 | $6,887,129 | 2.40% | |
|
|
Reduced | 64,262 | $6,757,791 | 2.36% | ||
| IWL |
iShares Russell Top 200 ETF
|
Reduced | 35,548 | $6,574,602 | 2.29% | |
| HFXI |
NYLIM ETF Trust
|
Reduced | 171,934 | $6,548,966 | 2.28% | |
| OEF |
iShares S&P 100 ETF
|
Reduced | 17,636 | $6,452,483 | 2.25% | |
| FENI |
Fidelity Enhanced International ETF
|
Added | 159,498 | $6,400,654 | 2.23% | |
| IMTM |
iShares MSCI Intl Momentum Factor ETF
|
Added | 118,750 | $6,332,937 | 2.21% | |
| VO |
VANGUARD MID-CAP INDEX FUND
|
Added | 73,048 | $5,885,477 | 2.05% | |
| VB |
Vanguard Index Funds
|
Added | 18,406 | $5,579,226 | 1.95% | |
| VCIT |
VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND
|
Added | 64,675 | $5,345,388 | 1.86% | |
| IEI |
iShares 3-7 Year Treasury Bond ETF
|
Added | 44,643 | $5,243,320 | 1.83% | |
| ICSH |
iShares Ultra Short Duration Bond Active ETF
|
NEW | 102,902 | $5,204,783 | 1.81% | |
| IGSB |
iShares 1-5 Year Investment Grade Corporate Bond ETF
|
NEW | 97,160 | $5,092,155 | 1.78% | |
| VUG |
VANGUARD GROWTH INDEX FUND
|
Added | 53,174 | $4,580,408 | 1.60% | |
| IQLT |
iShares MSCI Intl Quality Factor ETF
|
Added | 91,594 | $4,538,482 | 1.58% | |
| ESGD |
iShares ESG Aware MSCI EAFE ETF
|
Added | 43,954 | $4,518,910 | 1.58% | |
| IEF |
iShares 7-10 Year Treasury Bond ETF
|
Added | 47,157 | $4,459,637 | 1.55% | |
| EMGF |
iShares Emerging Markets Equity Factor ETF
|
Reduced | 59,652 | $4,370,105 | 1.52% | |
| SCHF |
Schwab International Equity ETF
|
Reduced | 154,246 | $4,272,614 | 1.49% | |
| SCHG |
Schwab U.S. Large-Cap Growth ETF
|
Added | 124,000 | $4,196,160 | 1.46% | |
| VOE |
VANGUARD MID-CAP VALUE INDEX FUND
|
Reduced | 20,646 | $4,079,649 | 1.42% | |
| FNDE |
Schwab Fundamental Emerging Markets Equity ETF
|
Reduced | 100,988 | $4,007,203 | 1.40% | |
|
|
Added | 25,550 | $3,740,775 | 1.30% | ||
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 5,005 | $3,685,682 | 1.29% | |
| IAU |
Ishares Gold Trust
|
Added | 42,941 | $3,242,474 | 1.13% | |
| VTV |
VANGUARD VALUE INDEX FUND
|
Reduced | 14,515 | $3,163,253 | 1.10% | |
| MGK |
VANGUARD MEGA CAP GROWTH INDEX FUND
|
Added | 31,982 | $2,811,537 | 0.98% | |
| PAVE |
Global X U.S. Infrastructure Development ETF
|
NEW | 40,879 | $2,408,590 | 0.84% | |
| FPEI |
First Trust Institutional Preferred Securities and Income ETF
|
Reduced | 117,893 | $2,274,155 | 0.79% | |
| VMBS |
VANGUARD MORTGAGE-BACKED SECURITIES INDEX FUND
|
Reduced | 47,901 | $2,242,245 | 0.78% | |
| TDTF |
FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
|
NEW | 90,051 | $2,140,512 | 0.75% | |
| SCHE |
Schwab Emerging Markets Equity ETF
|
Added | 56,626 | $2,053,258 | 0.72% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 7,083 | $2,049,536 | 0.71% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 10,042 | $2,009,303 | 0.70% | |
| GOOG |
Alphabet Inc.
Communication Services
|
Added | 5,207 | $1,839,789 | 0.64% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 3,875 | $1,445,452 | 0.50% | |
| AMAT |
Applied Materials Inc
Technology
|
Reduced | 1,913 | $1,383,099 | 0.48% | |
| CMBS |
iShares CMBS ETF
|
NEW | 22,000 | $1,070,300 | 0.37% | |
| SPG |
Simon Property Group Inc.
Real Estate
|
Added | 4,664 | $1,043,103 | 0.36% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 3,628 | $864,697 | 0.30% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 2,323 | $830,170 | 0.29% | |
| VTEB |
VANGUARD TAX-EXEMPT BOND INDEX FUND
|
Reduced | 15,535 | $785,760 | 0.27% | |
| IUSB |
iShares Core Universal USD Bond ETF
|
Reduced | 16,736 | $772,366 | 0.27% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 1,465 | $733,071 | 0.26% | |
| ESGU |
iShares ESG Aware MSCI USA ETF
|
Reduced | 4,129 | $675,793 | 0.24% | |
| XVV |
iShares ESG Select Screened S&P 500 ETF
|
Reduced | 10,164 | $577,213 | 0.20% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 1,311 | $495,230 | 0.17% |
Showing the top 50 of 84 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
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.