StockDriftsStockDriftsTop 50 Veridan Wealth LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| RKT | ROCKET COS INC | 32.62% | 5.94M | $93.6M | +0.00%(+0) | $19.37(-28.42%) | 2026-06-30 | |
| WFC | WELLS FARGO & CO | 3.97% | 137.8K | $11.4M | +0.50%(+686) | $58.78(+49.93%) | 2026-06-30 | |
| IWY | ISHARES TR | 3.02% | 29.8K | $8.7M | +0.38%(+112) | $207.15(+40.14%) | 2026-06-30 | |
| MGV | VANGUARD WORLD FD | 2.4% | 42.1K | $6.9M | -1.30%(-554) | $121.05(+38.71%) | 2026-06-30 | |
| IWX | ISHARES TR | 2.36% | 64.3K | $6.8M | -4.51%(-3.04K) | $76.58(+47.64%) | 2026-06-30 | |
| IWL | ISHARES TR | 2.29% | 35.5K | $6.6M | -2.76%(-1.01K) | $132.65(+44.50%) | 2026-06-30 | |
| HFXI | NEW YORK LIFE INVESTMENTS ET | 2.28% | 171.9K | $6.5M | -2.28%(-4.02K) | $26.99(+41.45%) | 2026-06-30 | |
| OEF | ISHARES TR | 2.25% | 17.6K | $6.5M | -2.94%(-535) | $258.52(+48.10%) | 2026-06-30 | |
| FENI | FIDELITY COVINGTON TRUST | 2.23% | 159.5K | $6.4M | +7.01%(+10.45K) | $34.38(+21.67%) | 2026-06-30 | |
| IMTM | ISHARES TR | 2.21% | 118.8K | $6.3M | +4.21%(+4.79K) | $39.90(+35.13%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | -3.92% |
| Top 20 Holdings Unweighted | — | — | — | — | +8.18% |
Veridan Wealth LLC reports $293.96M in US-listed equity holdings across 84 positions in its most recent 13F filing. Its largest disclosed positions are RKT (32.6%), WFC (4.0%) and IWY (3.0%). The top 20 holdings account for 73.22% of reported assets. Its disclosed equity book has returned -3.92% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Veridan Wealth LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2052405). View Veridan Wealth LLC’s 13F filings on SEC