Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Rocket Cos Inc.COM CL A | COM CL A | $93.6M | 31.8% |
| Wells Fargo & COCOM | COM | $11.4M | 3.9% |
| iShares TRRUS TP200 GR ETF | RUS TP200 GR ETF | $8.66M | 2.9% |
| Vanguard World FDMEGA CAP VAL ETF | MEGA CAP VAL ETF | $6.89M | 2.3% |
| iShares TRRUS TP200 VL ETF | RUS TP200 VL ETF | $6.76M | 2.3% |
| iShares TRRUS TOP 200 ETF | RUS TOP 200 ETF | $6.57M | 2.2% |
| New York Life Investments ETFTSE INTL EQTY C | FTSE INTL EQTY C | $6.55M | 2.2% |
| iShares TRS&P 100 ETF | S&P 100 ETF | $6.45M | 2.2% |
| Fidelity Covington TrustENHANCED INTL | ENHANCED INTL | $6.4M | 2.2% |
| iShares TRMSCI INTL MOMENT | MSCI INTL MOMENT | $6.33M | 2.2% |
| Rocket Cos Inc. (put option)PUT | PUT | $5.9M | 2.0% |
| Vanguard Index FdsMID CAP ETF | MID CAP ETF | $5.89M | 2.0% |
| Vanguard Index FdsSMALL CP ETF | SMALL CP ETF | $5.58M | 1.9% |
| Vanguard Scottsdale FdsINT-TERM CORP | INT-TERM CORP | $5.35M | 1.8% |
| iShares TR3 7 YR TREAS BD | 3 7 YR TREAS BD | $5.24M | 1.8% |
| iShares TRULTRA SHORT DUR | ULTRA SHORT DUR | $5.2M | 1.8% |
| iShares TRISHS 1-5YR INVS | ISHS 1-5YR INVS | $5.09M | 1.7% |
| Vanguard Index FdsGROWTH ETF | GROWTH ETF | $4.58M | 1.6% |
| iShares TRMSCI INTL QUALTY | MSCI INTL QUALTY | $4.54M | 1.5% |
| iShares TRESG AW MSCI EAFE | ESG AW MSCI EAFE | $4.52M | 1.5% |
| iShares TR7-10 YR TRSY BD | 7-10 YR TRSY BD | $4.46M | 1.5% |
| iShares Inc.EMNG MKTS EQT | EMNG MKTS EQT | $4.37M | 1.5% |
| Schwab Strategic TRINTL EQTY ETF | INTL EQTY ETF | $4.27M | 1.5% |
| Schwab Strategic TRUS LCAP GR ETF | US LCAP GR ETF | $4.2M | 1.4% |
| Vanguard Index FdsMCAP VL IDXVIP | MCAP VL IDXVIP | $4.08M | 1.4% |
| Schwab Strategic TRFUND EM EQUI ETF | FUND EM EQUI ETF | $4.01M | 1.4% |
| iShares TRRUS MD CP GR ETF | RUS MD CP GR ETF | $3.74M | 1.3% |
| Invesco Qqq TRUNIT SER 1 | UNIT SER 1 | $3.69M | 1.3% |
| iShares Gold TRISHARES NEW | ISHARES NEW | $3.24M | 1.1% |
| Vanguard Index FdsVALUE ETF | VALUE ETF | $3.16M | 1.1% |
| Vanguard World FDMEGA GRWTH IND | MEGA GRWTH IND | $2.81M | 1.0% |
| Global X FdsUS INFR DEV ETF | US INFR DEV ETF | $2.41M | 0.8% |
| First TR Exch Traded FD IiiINSTL PFD SECS | INSTL PFD SECS | $2.27M | 0.8% |
| Vanguard Scottsdale FdsMTG-BKD SECS ETF | MTG-BKD SECS ETF | $2.24M | 0.8% |
| Flexshares TRIBOXX 5YR TRGT | IBOXX 5YR TRGT | $2.14M | 0.7% |
| Schwab Strategic TREMRG MKTEQ ETF | EMRG MKTEQ ETF | $2.05M | 0.7% |
| Apple Inc.COM | COM | $2.05M | 0.7% |
| Nvidia CorporationCOM | COM | $2.01M | 0.7% |
| Alphabet Inc.CAP STK CL C | CAP STK CL C | $1.84M | 0.6% |
| Microsoft Corp.COM | COM | $1.45M | 0.5% |
| Applied Matls Inc.COM | COM | $1.38M | 0.5% |
| Alphabet Inc. (put option)PUT | PUT | $1.24M | 0.4% |
| iShares TRCMBS ETF | CMBS ETF | $1.07M | 0.4% |
| Simon Ppty Group Inc. NewCOM | COM | $1.04M | 0.4% |
| Amazon Com Inc.COM | COM | $865K | 0.3% |
| Alphabet Inc.CAP STK CL A | CAP STK CL A | $830K | 0.3% |
| Vanguard Mun BD FdsTAX EXEMPT BD | TAX EXEMPT BD | $786K | 0.3% |
| iShares TRCORE UNIVRSL USD | CORE UNIVRSL USD | $772K | 0.3% |
| Berkshire Hathaway Inc. DelCL B NEW | CL B NEW | $733K | 0.2% |
| iShares TRESG AWR MSCI USA | ESG AWR MSCI USA | $676K | 0.2% |
Rocket Cos Inc.COM CL A$93.6M
- Class
- COM CL A
- Share
- 31.8%
Wells Fargo & COCOM$11.4M
- Class
- COM
- Share
- 3.9%
iShares TRRUS TP200 GR ETF$8.66M
- Class
- RUS TP200 GR ETF
- Share
- 2.9%
Vanguard World FDMEGA CAP VAL ETF$6.89M
- Class
- MEGA CAP VAL ETF
- Share
- 2.3%
iShares TRRUS TP200 VL ETF$6.76M
- Class
- RUS TP200 VL ETF
- Share
- 2.3%
iShares TRRUS TOP 200 ETF$6.57M
- Class
- RUS TOP 200 ETF
- Share
- 2.2%
New York Life Investments ETFTSE INTL EQTY C$6.55M
- Class
- FTSE INTL EQTY C
- Share
- 2.2%
iShares TRS&P 100 ETF$6.45M
- Class
- S&P 100 ETF
- Share
- 2.2%
Fidelity Covington TrustENHANCED INTL$6.4M
- Class
- ENHANCED INTL
- Share
- 2.2%
iShares TRMSCI INTL MOMENT$6.33M
- Class
- MSCI INTL MOMENT
- Share
- 2.2%
Rocket Cos Inc. (put option)PUT$5.9M
- Class
- PUT
- Share
- 2.0%
Vanguard Index FdsMID CAP ETF$5.89M
- Class
- MID CAP ETF
- Share
- 2.0%
Vanguard Index FdsSMALL CP ETF$5.58M
- Class
- SMALL CP ETF
- Share
- 1.9%
Vanguard Scottsdale FdsINT-TERM CORP$5.35M
- Class
- INT-TERM CORP
- Share
- 1.8%
iShares TR3 7 YR TREAS BD$5.24M
- Class
- 3 7 YR TREAS BD
- Share
- 1.8%
iShares TRULTRA SHORT DUR$5.2M
- Class
- ULTRA SHORT DUR
- Share
- 1.8%
iShares TRISHS 1-5YR INVS$5.09M
- Class
- ISHS 1-5YR INVS
- Share
- 1.7%
Vanguard Index FdsGROWTH ETF$4.58M
- Class
- GROWTH ETF
- Share
- 1.6%
iShares TRMSCI INTL QUALTY$4.54M
- Class
- MSCI INTL QUALTY
- Share
- 1.5%
iShares TRESG AW MSCI EAFE$4.52M
- Class
- ESG AW MSCI EAFE
- Share
- 1.5%
iShares TR7-10 YR TRSY BD$4.46M
- Class
- 7-10 YR TRSY BD
- Share
- 1.5%
iShares Inc.EMNG MKTS EQT$4.37M
- Class
- EMNG MKTS EQT
- Share
- 1.5%
Schwab Strategic TRINTL EQTY ETF$4.27M
- Class
- INTL EQTY ETF
- Share
- 1.5%
Schwab Strategic TRUS LCAP GR ETF$4.2M
- Class
- US LCAP GR ETF
- Share
- 1.4%
Vanguard Index FdsMCAP VL IDXVIP$4.08M
- Class
- MCAP VL IDXVIP
- Share
- 1.4%
Schwab Strategic TRFUND EM EQUI ETF$4.01M
- Class
- FUND EM EQUI ETF
- Share
- 1.4%
iShares TRRUS MD CP GR ETF$3.74M
- Class
- RUS MD CP GR ETF
- Share
- 1.3%
Invesco Qqq TRUNIT SER 1$3.69M
- Class
- UNIT SER 1
- Share
- 1.3%
iShares Gold TRISHARES NEW$3.24M
- Class
- ISHARES NEW
- Share
- 1.1%
Vanguard Index FdsVALUE ETF$3.16M
- Class
- VALUE ETF
- Share
- 1.1%
Vanguard World FDMEGA GRWTH IND$2.81M
- Class
- MEGA GRWTH IND
- Share
- 1.0%
Global X FdsUS INFR DEV ETF$2.41M
- Class
- US INFR DEV ETF
- Share
- 0.8%
First TR Exch Traded FD IiiINSTL PFD SECS$2.27M
- Class
- INSTL PFD SECS
- Share
- 0.8%
Vanguard Scottsdale FdsMTG-BKD SECS ETF$2.24M
- Class
- MTG-BKD SECS ETF
- Share
- 0.8%
Flexshares TRIBOXX 5YR TRGT$2.14M
- Class
- IBOXX 5YR TRGT
- Share
- 0.7%
Schwab Strategic TREMRG MKTEQ ETF$2.05M
- Class
- EMRG MKTEQ ETF
- Share
- 0.7%
Apple Inc.COM$2.05M
- Class
- COM
- Share
- 0.7%
Nvidia CorporationCOM$2.01M
- Class
- COM
- Share
- 0.7%
Alphabet Inc.CAP STK CL C$1.84M
- Class
- CAP STK CL C
- Share
- 0.6%
Microsoft Corp.COM$1.45M
- Class
- COM
- Share
- 0.5%
Applied Matls Inc.COM$1.38M
- Class
- COM
- Share
- 0.5%
Alphabet Inc. (put option)PUT$1.24M
- Class
- PUT
- Share
- 0.4%
iShares TRCMBS ETF$1.07M
- Class
- CMBS ETF
- Share
- 0.4%
Simon Ppty Group Inc. NewCOM$1.04M
- Class
- COM
- Share
- 0.4%
Amazon Com Inc.COM$865K
- Class
- COM
- Share
- 0.3%
Alphabet Inc.CAP STK CL A$830K
- Class
- CAP STK CL A
- Share
- 0.3%
Vanguard Mun BD FdsTAX EXEMPT BD$786K
- Class
- TAX EXEMPT BD
- Share
- 0.3%
iShares TRCORE UNIVRSL USD$772K
- Class
- CORE UNIVRSL USD
- Share
- 0.3%
Berkshire Hathaway Inc. DelCL B NEW$733K
- Class
- CL B NEW
- Share
- 0.2%
iShares TRESG AWR MSCI USA$676K
- Class
- ESG AWR MSCI USA
- Share
- 0.2%
The share class is shown on a wider screen.
The 50 largest of 86 positions by value, with holdings of the same security combined. The 86 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 2052405
- File number
- 028-24763
- Options
- 0 call, 2 put
- In the 25 largest
- 79.2%
- Prior quarter
- $270M at 31 March 2026
- Positions opened
- 11
- Positions closed
- 5
Common questions
What are Veridan Wealth’s 13F holdings worth?
$294 million across 86 positions for the quarter ended 30 June 2026.
What is Veridan Wealth’s largest 13F holding?
ROCKET COS INC (COM CL A) was the largest position at $93.6 million, or 31.8% of reported 13F value, as of 30 June 2026.
How concentrated is Veridan Wealth’s 13F portfolio?
The ten largest positions accounted for 54.3% of reported value and the twenty-five largest for 79.2%, across 86 positions as of 30 June 2026.
Does Form 13F show everything Veridan Wealth manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Veridan Wealth file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.