Veridan Wealth LLC
Q4 2025 13F Holdings
- Locationwest linn, OR
- Num holdings
79
- Value ($000)
$297,633
- Date Filed02/13/2026
- Form type13F-HR
- CIK0002052405
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ROCKET COS INC | COM CL A | 77311W101 | $115M | 39 % | 5,939,945 | ||
WELLS FARGO CO NEW | COM | 949746101 | $12.77M | 4 % | 137,065 | ||
ISHARES TR | CORE UNIVRSL USD | 46434V613 | $8.9M | 3 % | 191,244 | ||
ISHARES TR | RUS TP200 GR ETF | 464289438 | $8.27M | 3 % | 29,859 | ||
VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 | $7.13M | 2 % | 91,570 | ||
ISHARES TR | RUS TOP 200 ETF | 464289446 | $6.19M | 2 % | 36,259 | ||
ISHARES TR | S&P 100 ETF | 464287101 | $6.18M | 2 % | 18,020 | ||
ISHARES TR | RUS TP200 VL ETF | 464289420 | $6.14M | 2 % | 66,858 | ||
VANGUARD WORLD FD | MEGA CAP VAL ETF | 921910840 | $6.05M | 2 % | 42,839 | ||
NEW YORK LIFE INVESTMENTS ET | NYLI FTSE INTERN | 45409B560 | $5.55M | 2 % | 171,163 |
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