Veridan Wealth LLC Portfolio Holdings - 13F Filings | 13F Fund Database
Veridan Wealth LLC 13F Holdings
CIK 0002052405
As of Sep 30, 2025, Veridan Wealth LLC reported
79 positions worth $290.4M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| MR COOPER GROUP INC | COOP | Financial Services | 539,995 |
|
13.8M39.19% |
| WELLS FARGO & COMPANY | WFC | Financial Services | 137,065 |
1.5M | 3.96% |
| ISHARES CORE TOTAL USD BOND MARKET ETF | IUSB | — | 184,683 | $8.6M | 2.97% |
| ISHARES RUSSELL TOP 200 GROWTH ETF | IWY | — | 29,910 | $8.2M | 2.82% |
| VANGUARD INTERMEDIATE-TERM B | BIV | — | 89,744 | $7.0M | 2.41% |
| ISHARES RUSSELL TOP 200 ETF | IWL | — | 36,218 | $6.0M | 2.07% |
| ISHARES S&P 100 ETF | OEF | — | 18,036 | $6.0M | 2.07% |
| ISHARES RUSSELL TOP 200 VALUE ETF | IWX | — | 66,388 | $5.8M | 2.01% |
| VANGUARD MEGA CAP VALUE INDEX FUND | MGV | — | 42,247 | $5.8M | 2.00% |
| NEW YORK LIFE INVESTMENTS ET | HFXI | — | 169,307 | $5.3M | 1.81% |
| ISHARES MSCI INTL MOMENTUM FACTOR ETF | IMTM | — | 107,309 | $5.1M | 1.77% |
| FIDELITY COVINGTON TRUST | FENI | — | 143,350 | $5.1M | 1.74% |
| VANGUARD MID-CAP INDEX FUND | VO | — | 16,814 | $4.9M | 1.70% |
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND | VCIT | — | 56,023 | $4.7M | 1.62% |
| ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | IGIB | — | 86,843 | $4.7M | 1.62% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 9,390 | $4.5M | 1.55% |
| VANGUARD SMALL-CAP INDEX FUND | VB | — | 17,466 | $4.4M | 1.53% |
| SCHWAB US LARGE-CAP GROWTH | SCHG | — | 123,569 | $3.9M | 1.36% |
| ISHARES 7-10 YEAR TREASURY BOND ETF | IEF | — | 39,553 | $3.8M | 1.31% |
| VANGUARD MID-CAP VALUE INDEX FUND | VOE | — | 21,458 | $3.7M | 1.29% |
| ISHARES MSCI INTL QUALITY FACTOR ETF | IQLT | — | 83,598 | $3.7M | 1.27% |
| ISHARES ESG AWARE MSCI EAFE ETF | ESGD | — | 39,643 | $3.7M | 1.27% |
| ISHARES EMERGING MARKETS EQUITY FACTOR ETF | EMGF | — | 62,509 | $3.5M | 1.22% |
| SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF | FNDE | — | 97,345 | $3.5M | 1.21% |
| SCHWAB INTERNATIONAL EQUITY ETF | SCHF | — | 148,629 | $3.5M | 1.19% |