Veridan Wealth LLC
Net buyer this quarter
$294M
27
+$1.69M
41.4%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 RKT | $93.6M | 31.83% | Not reported | Not reported | Q4 2025 |
 WFC | $11.4M | 3.87% | 0.00% | +0.5% | Q2 2024 |
 QQQ | $3.69M | 1.25% | Not reported | -6.4% | Q2 2024 |
 IAU | $3.24M | 1.10% | 0.01% | +5.0% | Q2 2024 |
 AAPL | $2.05M | 0.70% | 0.00% | -4.7% | Q2 2024 |
 NVDA | $2.01M | 0.68% | 0.00% | +6.7% | Q2 2024 |
 GOOG | $1.84M | 0.63% | Not reported | +173.6% | Q2 2024 |
 MSFT | $1.45M | 0.49% | 0.00% | -1.6% | Q2 2024 |
 AMAT | $1.38M | 0.47% | 0.00% | -9.4% | Q2 2024 |
 SPG | $1.04M | 0.35% | 58.30% | +1.0% | Q2 2024 |
 AMZN | $865K | 0.29% | 0.00% | +2.3% | Q2 2024 |
| GOOGL | $830K | 0.28% | 0.00% | -0.9% | Q2 2024 |
 BRK.B | $733K | 0.25% | Not reported | +4.2% | Q2 2024 |
 AVGO | $495K | 0.17% | 0.00% | -6.4% | Q2 2024 |
 META | $468K | 0.16% | Not reported | +4.7% | Q2 2024 |
 SPY | $385K | 0.13% | Not reported | New | Q2 2026 |
 VYM | $384K | 0.13% | Not reported | -9.1% | Q2 2024 |
 LLY | $358K | 0.12% | 0.00% | +5.7% | Q2 2024 |
 JPM | $351K | 0.12% | 0.00% | +5.5% | Q2 2024 |
 TSLA | $347K | 0.12% | 0.00% | +30.1% | Q2 2024 |
 WMT | $336K | 0.11% | 0.00% | +12.5% | Q2 2024 |
 XOM | $331K | 0.11% | 0.00% | -7.6% | Q2 2024 |
 COST | $311K | 0.11% | 0.00% | +11.0% | Q2 2024 |
 LRCX | $295K | 0.10% | 0.00% | New | Q2 2026 |
 GE | $226K | 0.08% | 0.00% | New | Q2 2026 |
 V | $216K | 0.07% | 0.00% | -11.3% | Q2 2024 |
 AMD | $211K | 0.07% | 0.00% | New | Q2 2026 |
| Q1 2026 | |||||
| RKT | $84.6M | 31.30% | Not reported | Not reported | Q4 2025 |
| WFC | $10.9M | 4.04% | 0.00% | Not reported | Q2 2024 |
| IAU | $3.6M | 1.33% | 0.00% | +0.6% | Q2 2024 |
| QQQ | $3.08M | 1.14% | Not reported | +2.6% | Q2 2024 |
| AAPL | $1.89M | 0.70% | 0.00% | +11.8% | Q2 2024 |
| NVDA | $1.64M | 0.61% | 0.00% | +3.0% | Q2 2024 |
| MSFT | $1.46M | 0.54% | 0.00% | +11.9% | Q2 2024 |
| SPG | $861K | 0.32% | 57.73% | +1.2% | Q2 2024 |
| AMZN | $739K | 0.27% | 0.00% | +4.4% | Q2 2024 |
| AMAT | $722K | 0.27% | 0.00% | +2.4% | Q2 2024 |
| GOOGL | $674K | 0.25% | 0.00% | +5.1% | Q2 2024 |
| BRK.B | $674K | 0.25% | Not reported | +8.6% | Q2 2024 |
| GOOG | $546K | 0.20% | Not reported | -4.7% | Q2 2024 |
| META | $455K | 0.17% | Not reported | +19.9% | Q2 2024 |
| XOM | $444K | 0.16% | 0.00% | +5.7% | Q2 2024 |
| AVGO | $433K | 0.16% | 0.00% | +7.0% | Q2 2024 |
| VYM | $396K | 0.15% | Not reported | +0.5% | Q2 2024 |
 PG | $348K | 0.13% | 0.00% | +5.6% | Q2 2024 |
| WMT | $328K | 0.12% | 0.00% | -5.3% | Q2 2024 |
| JPM | $299K | 0.11% | 0.00% | +9.8% | Q2 2024 |
| COST | $298K | 0.11% | 0.00% | -55.6% | Q2 2024 |
| LLY | $261K | 0.10% | 0.00% | +8.0% | Q2 2024 |
| TSLA | $236K | 0.09% | 0.00% | +6.6% | Q2 2024 |
| V | $215K | 0.08% | 0.00% | +7.9% | Q2 2024 |
 MCK | $213K | 0.08% | 0.00% | New | Q1 2026 |
| Q4 2025 | |||||
| RKT | $115M | 38.64% | Not reported | New | Q4 2025 |
| WFC | $12.8M | 4.29% | 0.00% | Not reported | Q2 2024 |
| IAU | $3.3M | 1.11% | 0.00% | -2.4% | Q2 2024 |
| QQQ | $3.2M | 1.08% | Not reported | -0.1% | Q2 2024 |
| AAPL | $1.81M | 0.61% | 0.00% | -1.8% | Q2 2024 |
| NVDA | $1.71M | 0.57% | 0.00% | +0.1% | Q2 2024 |
| MSFT | $1.7M | 0.57% | 0.00% | +0.3% | Q2 2024 |
| SPG | $845K | 0.28% | 57.04% | +1.2% | Q2 2024 |
| AMZN | $784K | 0.26% | 0.00% | +0.1% | Q2 2024 |
| GOOGL | $698K | 0.23% | 0.00% | +6.0% | Q2 2024 |
| BRK.B | $651K | 0.22% | Not reported | Not reported | Q2 2024 |
| GOOG | $627K | 0.21% | Not reported | -1.1% | Q2 2024 |
| COST | $580K | 0.20% | 0.00% | -4.4% | Q2 2024 |
| AMAT | $530K | 0.18% | 0.00% | +0.2% | Q2 2024 |
| AVGO | $453K | 0.15% | 0.00% | +0.2% | Q2 2024 |
| META | $438K | 0.15% | Not reported | Not reported | Q2 2024 |
| VYM | $381K | 0.13% | Not reported | -0.6% | Q2 2024 |
| PG | $327K | 0.11% | 0.00% | +0.9% | Q2 2024 |
| WMT | $310K | 0.10% | 0.00% | Not reported | Q2 2024 |
| XOM | $298K | 0.10% | 0.00% | +0.9% | Q2 2024 |
| JPM | $298K | 0.10% | 0.00% | +0.4% | Q2 2024 |
| LLY | $281K | 0.09% | 0.00% | Not reported | Q2 2024 |
| TSLA | $268K | 0.09% | 0.00% | Not reported | Q2 2024 |
| V | $231K | 0.08% | 0.00% | +0.6% | Q2 2024 |
 NKE | $215K | 0.07% | 0.00% | +0.6% | Q2 2024 |
| Q3 2025 | |||||
| COOP | $114M | 39.19% | Not reported | -1.0% | Q2 2024 |
| WFC | $11.5M | 3.96% | 0.00% | 0.0% | Q2 2024 |
| QQQ | $3.13M | 1.08% | Not reported | -8.4% | Q2 2024 |
| IAU | $3.03M | 1.04% | 0.01% | Not reported | Q2 2024 |
| MSFT | $1.82M | 0.63% | 0.00% | +0.6% | Q2 2024 |
| AAPL | $1.72M | 0.59% | 0.00% | -7.7% | Q2 2024 |
| NVDA | $1.71M | 0.59% | 0.00% | -9.7% | Q2 2024 |
| SPG | $846K | 0.29% | 56.38% | -5.7% | Q2 2024 |
| AMZN | $745K | 0.26% | 0.00% | -7.8% | Q2 2024 |
| COST | $652K | 0.22% | 0.00% | -3.4% | Q2 2024 |
| BRK.B | $651K | 0.22% | Not reported | -4.8% | Q2 2024 |
| GOOGL | $511K | 0.18% | 0.00% | -6.7% | Q2 2024 |
| GOOG | $492K | 0.17% | Not reported | -10.6% | Q2 2024 |
| META | $487K | 0.17% | Not reported | -14.1% | Q2 2024 |
| AVGO | $431K | 0.15% | 0.00% | -7.5% | Q2 2024 |
| AMAT | $421K | 0.15% | 0.00% | -6.2% | Q2 2024 |
| VYM | $377K | 0.13% | Not reported | -21.4% | Q2 2024 |
| PG | $347K | 0.12% | 0.00% | -2.9% | Q2 2024 |
| JPM | $290K | 0.10% | 0.00% | -14.6% | Q2 2024 |
| WMT | $287K | 0.10% | 0.00% | -5.1% | Q2 2024 |
| XOM | $277K | 0.10% | 0.00% | -13.8% | Q2 2024 |
| TSLA | $265K | 0.09% | 0.00% | -25.3% | Q2 2024 |
| NKE | $233K | 0.08% | 0.00% | Not reported | Q2 2024 |
 PANW | $224K | 0.08% | 0.00% | -16.5% | Q2 2024 |
| V | $224K | 0.08% | 0.00% | -12.7% | Q2 2024 |