Veridan Wealth LLC reported 24 positions worth $124.32M for the quarter ended Jun 30, 2026, up 11.1% on the prior quarter. It opened 3 new positions, added to 13, trimmed 7 and exited 2. Its largest holding is Rocket Companies, Inc. at 75.3% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| GOOG Alphabet Inc. | +3,304 | +173.6% | $1.17M | 1.48% |
| LRCX Lam Research Corp | +681 | – | $294.97K | 0.237% |
| GE General Electric Co | +605 | – | $226.28K | 0.182% |
| AMD Advanced Micro Devices Inc | +363 | – | $210.87K | 0.17% |
| IAU Ishares Gold Trust | +2,052 | +5.0% | $154.95K | 2.61% |
| NVDA Nvidia Corp | +626 | +6.6% | $125.26K | 1.62% |
| TSLA Tesla, Inc. | +191 | +30.1% | $80.33K | 0.279% |
| WFC Wells Fargo & Company | +686 | +0.5% | $56.69K | 9.16% |
| WMT Walmart Inc. | +329 | +12.5% | $37.27K | 0.27% |
| COST Costco Wholesale Corp | +33 | +11.0% | $30.87K | 0.25% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| PG PROCTER & GAMBLE Co | -2,406 | -100.0% | $347.51K | Exited |
| MCK Mckesson Corp | -247 | -100.0% | $213.41K | Exited |
| AMAT Applied Materials Inc | -199 | -9.4% | $143.84K | 1.11% |
| AAPL Apple Inc. | -352 | -4.7% | $101.85K | 1.65% |
| AVGO Broadcom Inc. | -89 | -6.4% | $33.62K | 0.398% |
| V Visa Inc. | -80 | -11.3% | $27.44K | 0.174% |
| XOM ExxonMobil Holdings Corp | -200 | -7.6% | $27.34K | 0.266% |
| MSFT Microsoft Corp | -61 | -1.5% | $22.75K | 1.16% |
| GOOGL Alphabet Inc. | -22 | -0.9% | $7.86K | 0.668% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | RKT Rocket Companies, Inc. | Financial Services | 5.94M | $93.55M | 75.25% | 0 | 0.0% | Unchanged | 0.61% |
| 2 | WFC Wells Fargo & Company | Financial Services | 137.8K | $11.38M | 9.16% | +686 | +0.5% | Added | 0% |
| 3 | IAU Ishares Gold Trust | Others | 42.9K | $3.24M | 2.61% | +2,052 | +5.0% | Added | 0.01% |
| 4 | AAPL Apple Inc. | Technology | 7,083 | $2.05M | 1.65% | -352 | -4.7% | Reduced | 0% |
| 5 | NVDA Nvidia Corp | Technology | 10.0K | $2.01M | 1.62% | +626 | +6.6% | Added | 0% |
| 6 | GOOG Alphabet Inc. | Technology | 5,207 | $1.84M | 1.48% | +3,304 | +173.6% | Added | 0% |
| 7 | MSFT Microsoft Corp | Technology | 3,875 | $1.45M | 1.16% | -61 | -1.5% | Reduced | 0% |
| 8 | AMAT Applied Materials Inc | Technology | 1,913 | $1.38M | 1.11% | -199 | -9.4% | Reduced | 0% |
| 9 | SPG Simon Property Group Inc. | Real Estate | 4,664 | $1.04M | 0.839% | +46 | +1.0% | Added | 0% |
| 10 | AMZN Amazon Com Inc | Consumer Discretionary | 3,628 | $864.70K | 0.696% | +80 | +2.3% | Added | 0% |
| 11 | GOOGL Alphabet Inc. | Technology | 2,323 | $830.04K | 0.668% | -22 | -0.9% | Reduced | 0% |
| 12 | BRK-B Berkshire Hathaway Inc | Financial Services | 1,465 | $733.07K | 0.59% | +59 | +4.2% | Added | 0% |
| 13 | AVGO Broadcom Inc. | Technology | 1,311 | $495.28K | 0.398% | -89 | -6.4% | Reduced | 0% |
| 14 | META Meta Platforms, Inc. | Technology | 832 | $468.47K | 0.377% | +37 | +4.7% | Added | 0% |
| 15 | LLY ELI LILLY & Co | Healthcare | 299 | $358.31K | 0.288% | +16 | +5.7% | Added | 0% |
Tip. Select a row to see that position’s full history at Veridan Wealth.
As of its Q2 2026 13F filing, Veridan Wealth LLC’s five largest positions were Rocket Companies, Inc. (RKT) at 75.3%, Wells Fargo & Company (WFC) at 9.2%, Ishares Gold Trust (IAU) at 2.6%, Apple Inc. (AAPL) at 1.6%, Nvidia Corp (NVDA) at 1.6% of the reported portfolio.
Veridan Wealth LLC reported a 13F portfolio worth $124.32M across 24 positions for Q2 2026. That is up 11.1% from the previous quarter.
Its largest purchases by value were Alphabet Inc. ($1.17M), Lam Research Corp ($294.97K), General Electric Co ($226.28K). It opened 3 new positions.
Its largest sales by value were PROCTER & GAMBLE Co ($347.51K), Mckesson Corp ($213.41K), Applied Materials Inc ($143.84K). It exited 2 positions entirely.
From the Form 13F-HR reports Veridan Wealth LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.