§ 13F · FUND PROFILE
Veridan Wealth LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $290.4T (13F)Positions · 79Turnover · — · Q4Filed · Feb 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$115.3T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | RKT | ROCKET COS INC | 5.94M | $115.0T | 38.6% | NEW |
| 2 | WFC | WELLS FARGO CO NEW | 137K | $12.8T | 4.3% | ±0% |
| 3 | IUSB | ISHARES TR | 191K | $8.9T | 3.0% | +4% |
| 4 | IWY | ISHARES TR | 30K | $8.3T | 2.8% | ±0% |
| 5 | BIV | VANGUARD BD INDEX FDS | 92K | $7.1T | 2.4% | +2% |
| 6 | IWL | ISHARES TR | 36K | $6.2T | 2.1% | ±0% |
| 7 | OEF | ISHARES TR | 18K | $6.2T | 2.1% | ±0% |
| 8 | IWX | ISHARES TR | 67K | $6.1T | 2.1% | +1% |
| 9 | MGV | VANGUARD WORLD FD | 43K | $6.0T | 2.0% | +1% |
| 10 | HFXI | NEW YORK LIFE INVESTMENTS ET | 171K | $5.6T | 1.9% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE VERIDAN SIGNAL
AC read
Veridan Wealth LLC is a Other fund managing $290445.8 trillion in assets. The fund runs a portfolio of 79 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2024
Steady book
+0 buys · −0 exits · 0 changed