§ 13F · FUND PROFILE
Veridan Wealth LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $290M (13F)Positions · 79Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$6M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | RKT | ROCKET COS INC | 5.94M | $85M | 31.3% | ±0% |
| 2 | WFC | WELLS FARGO & CO | 137K | $11M | 4.0% | ±0% |
| 3 | IUSB | ISHARES TR | 191K | $9M | 3.3% | ±0% |
| 4 | IWY | ISHARES TR | 30K | $7M | 2.7% | −1% |
| 5 | BIV | VANGUARD BD INDEX FDS | 92K | $7M | 2.6% | ±0% |
| 6 | IWX | ISHARES TR | 67K | $6M | 2.3% | +1% |
| 7 | MGV | VANGUARD WORLD FD | 43K | $6M | 2.3% | ±0% |
| 8 | HFXI | NEW YORK LIFE INVESTMENTS ET | 176K | $6M | 2.2% | +3% |
| 9 | IWL | ISHARES TR | 37K | $6M | 2.2% | +1% |
| 10 | OEF | ISHARES TR | 18K | $6M | 2.1% | +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 $290 million in assets. The fund runs a portfolio of 79 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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