account_balance
Investment manager · 13F filer · SEC CIK 2052405
Veridan Wealth LLC
Reported value$266Mas of Sep 30, 2026
Positions87 5 new, 2 sold out
Top 10 weight50.8%RKT alone is 26%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
RKTRocket Companies, Inc.
25.7%
WFCWells Fargo & Company
4.1%
IWYiShares Tr
3.4%
IWXiShares Tr
2.6%
IWLiShares Tr
2.6%
MGVVanguard World Fd
2.6%
OEFiShares Tr
2.6%
HFXINylim ETF Tr
2.4%
FENIFidelity Covington Trust
2.4%
IMTMiShares Tr
2.4%
VOVanguard Index FDS
2.1%
ICSHiShares Tr
2.1%+8%
RKTRocket Companies, Inc.
25.7%
WFCWells Fargo & Company
4.1%
IWYiShares Tr
3.4%
IWX2.6%
IWL2.6%
MGV2.6%
OEFiShares Tr
2.6%
HFXI2.4%
FENI2.4%
IMTM2.4%
VO2.1%
ICSH2.1%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
RKT Rocket Companies, Inc. 25.7% HeldWFC Wells Fargo & Company 4.1% Held
IWY iShares Tr 3.4% Held
IWX iShares Tr 2.6% Held
IWL iShares Tr 2.6% Held
MGV Vanguard World Fd 2.6% Held
OEF iShares Tr 2.6% Held
HFXI Nylim ETF Tr 2.4% Held
FENI Fidelity Covington Trust 2.4% Held
IMTM iShares Tr 2.4% Held
VO Vanguard Index FDS 2.1% Held
ICSH iShares Tr 2.1% Added +8%
What changed
Biggest moves since Jun 30, 2026
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