Veridan Wealth LLC
Veridan Wealth LLC reported 86 positions worth $294.0M as of June 30, 2026 (13F filed August 10, 2026). Largest holding: RKT (31.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | RKT | SH | $93.6M | 31.82% | 5,939,945 | — | — | |
| ▸ 2 | WFC | SH | $11.4M | 3.87% | 137,751 | — | — | |
| ▸ 3 | IWY | SH | $8.7M | 2.94% | 29,791 | — | — | |
| ▸ 4 | MGV | SH | $6.9M | 2.34% | 42,136 | — | — | |
| ▸ 5 | IWX | SH | $6.8M | 2.30% | 64,262 | — | — | |
| ▸ 6 | IWL | SH | $6.6M | 2.24% | 35,548 | — | — | |
| ▸ 7 | HFXI | SH | $6.5M | 2.23% | 171,934 | — | — | |
| ▸ 8 | OEF | SH | $6.5M | 2.19% | 17,636 | — | — | |
| ▸ 9 | FENI | SH | $6.4M | 2.18% | 159,498 | — | — | |
| ▸ 10 | IMTM | SH | $6.3M | 2.15% | 118,750 | — | — |
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Frequently Asked Questions
What stocks does Veridan Wealth LLC hold as of Q2 2026?
Veridan Wealth LLC reported 86 positions worth $294.0M in its Q2 2026 13F filing. Largest positions: RKT (31.8%), WFC (3.9%), IWY (2.9%), MGV (2.3%) and IWX (2.3%).
What did Veridan Wealth LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Veridan Wealth LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.