Veridan Wealth LLC
CIK 2052405 · Holdings on Jun 30, 2026 · First reported Aug 10, 2026
Top ten holdings
Q2 2026- RKT32.62%
- WFC3.97%
- IWY3.02%
- MGV2.40%
- IWX2.36%
- IWL2.29%
- HFXI2.28%
- OEF2.25%
- FENI2.23%
- IMTM2.21%
Share classes counted separately55.63%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- IEIWeight increased · +0.92 pp0.91% → 1.83%Shares +24.31K (+119.56%)
- RKTWeight increased · +0.68 pp31.94% → 32.62%Shares 0 (0.00%)
- IWPWeight increased · +0.28 pp1.02% → 1.30%Shares +4.41K (+20.84%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 28
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | RKTROCKET COS INC-CLASS ACOM CL A View history and evidence | $93.55M | 32.62% | 5.94M shares | 31.94% → 32.62%+0.68 pp 0 (0.00%) | Unchanged | ↗▾ |
| 02 | WFCWELLS FARGO & CO View history and evidence | $11.38M | 3.97% | 137.75K shares | 4.12% → 3.97%-0.15 pp +686 (+0.50%) | Added | ↗▾ |
| 03 | IWYISHARES RUSSELL TOP 200 GROWRUS TP200 GR ETF View history and evidence | $8.66M | 3.02% | 29.79K shares | 2.79% → 3.02%+0.23 pp +112 (+0.38%) | Added | ↗▾ |
| 04 | MGVVNGRD MRGSTR MG CP VL ETF-UIMEGA CAP VAL ETF View history and evidence | $6.89M | 2.40% | 42.14K shares | 2.33% → 2.40%+0.07 pp -554 (-1.30%) | Reduced | ↗▾ |
| 05 | IWXISHARES RUSSELL TOP 200 VALURUS TP200 VL ETF View history and evidence | $6.76M | 2.36% | 64.26K shares | 2.35% → 2.36%+0.01 pp -3.04K (-4.51%) | Reduced | ↗▾ |
| 06 | IWLISHARES RUSSELL TOP 200 ETFRUS TOP 200 ETF View history and evidence | $6.57M | 2.29% | 35.55K shares | 2.21% → 2.29%+0.08 pp -1.01K (-2.76%) | Reduced | ↗▾ |
| 07 | HFXINYLIM FTSE INTR EQ CN ETF-UIFTSE INTL EQTY C View history and evidence | $6.55M | 2.28% | 171.93K shares | 2.23% → 2.28%+0.05 pp -4.02K (-2.28%) | Reduced | ↗▾ |
| 08 | OEFISHARES S&P 100 ETFS&P 100 ETF View history and evidence | $6.45M | 2.25% | 17.64K shares | 2.18% → 2.25%+0.07 pp -535 (-2.94%) | Reduced | ↗▾ |
| 09 | FENIFIDELITY ENHANCED INTL ETFENHANCED INTL View history and evidence | $6.40M | 2.23% | 159.50K shares | 2.09% → 2.23%+0.14 pp +10.45K (+7.01%) | Added | ↗▾ |
| 10 | IMTMISHARES MSCI INTL MOMENTUM FMSCI INTL MOMENT View history and evidence | $6.33M | 2.21% | 118.75K shares | 2.06% → 2.21%+0.15 pp +4.79K (+4.21%) | Added | ↗▾ |
Options overlay 2
$7.14M notionalPut and Call positions are separate. Notional is based on underlying securities, not option premium, market value or net exposure. Quantities are underlying shares.
| Security | Put / Call | Underlying shares | Notional | Quantity change | |
|---|---|---|---|---|---|
RKTROCKET COS INC-CLASS APUT View history and evidence | Put | 374.80K | $5.90M | 0 (0.00%) | ▾ |
GOOGALPHABET INC-CL CPUT View history and evidence | Put | 3.50K | $1.24M | +3.50K | ▾ |
2 / 2 options · preview only
Exited positions 5
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| IGIB ISHARES 5-10Y INV GRADE CORP | Non-derivative | -89,264 | -$4.75M | SEC filing ↗ | SEC filing ↗ |
| TLH ISHARES 10-20 YEAR TREASURY | Non-derivative | -23,345 | -$2.35M | SEC filing ↗ | SEC filing ↗ |
| SCHP SCHWAB U.S. TIPS ETF | Non-derivative | -84,973 | -$2.26M | SEC filing ↗ | SEC filing ↗ |
3 / 5 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 2052405 · Period Jun 30, 2026
Data loaded Sep 23, 2026 · First reported Aug 10, 2026
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 293962254
}Research all 86 reported holdings.
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