Veridan Wealth LLC
Top Portfolio Positions
23 positions ·
$114,431,437 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| RKT |
Rocket Companies, Inc.
Financial Services
|
5,939,945 | $84,644,216 | 73.97% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
137,065 | $10,911,744 | 9.54% | |
| IAU |
Ishares Gold Trust
|
40,889 | $3,604,774 | 3.15% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
5,345 | $3,085,027 | 2.70% | |
| AAPL |
Apple Inc.
Technology
|
7,435 | $1,886,928 | 1.65% | |
| NVDA |
Nvidia Corp
Technology
|
9,416 | $1,642,150 | 1.44% | |
| MSFT |
Microsoft Corp
Technology
|
3,936 | $1,456,989 | 1.27% | |
| SPG |
Simon Property Group Inc.
Real Estate
|
4,618 | $861,395 | 0.75% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
3,548 | $738,941 | 0.65% | |
| AMAT |
Applied Materials Inc /De
Technology
|
2,112 | $721,860 | 0.63% |
Portfolio Trend
6 quarters · across all stocks
Holdings in RKT
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $84,644,216 | 5,939,945 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $114,997,335 | 5,939,945 | Shares | Sole | 2026-02-13 | |
| No 13F history on record for this holder in this stock. | ||||||