§ 13F · FUND PROFILE
Veridan Wealth LLC.
AUM · $294M (13F)Positions · 86Turnover · n/a · Q2Filed · Aug 10, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$19M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | RKT | ROCKET COS INC | 5.94M | $94M | 31.8% | ±0% |
| 2 | WFC | WELLS FARGO & CO | 138K | $11M | 3.9% | ±0% |
| 3 | IWY | ISHARES TR | 30K | $9M | 2.9% | ±0% |
| 4 | MGV | VANGUARD WORLD FD | 42K | $7M | 2.3% | −1% |
| 5 | IWX | ISHARES TR | 64K | $7M | 2.3% | −5% |
| 6 | IWL | ISHARES TR | 36K | $7M | 2.2% | −3% |
| 7 | HFXI | NEW YORK LIFE INVESTMENTS ET | 172K | $7M | 2.2% | −2% |
| 8 | OEF | ISHARES TR | 18K | $6M | 2.2% | −3% |
| 9 | FENI | FIDELITY COVINGTON TRUST | 159K | $6M | 2.2% | +7% |
| 10 | IMTM | ISHARES TR | 119K | $6M | 2.2% | +4% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE VERIDAN SIGNAL
AC read
Veridan Wealth LLC is a Other fund managing $294 million in assets. The fund runs a portfolio of 86 positions.
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