Veridan Wealth LLC reported 86 holdings worth US$294M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 10, 2026
Veridan Wealth LLC reported 86 holdings worth US$294M as of Jun 30, 2026. Largest: Rocket Companies, Inc., Wells Fargo & Company and Alphabet Inc (google) Class C. Filed Aug 10, 2026 (Form 13F).
- Holdings
- 86
- Value as reported
- US$294M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Rocket Companies, Inc. | 5.94M | US$93.6M | 31.8% |
| Wells Fargo & Company | 138K | US$11.4M | 3.9% |
| Alphabet Inc (google) Class C | 7,471 | US$2.67M | 0.91% |
| Apple Inc | 7,083 | US$2.05M | 0.70% |
| Nvidia Corporation | 10,042 | US$2.01M | 0.68% |
| Microsoft Corp. | 3,875 | US$1.45M | 0.49% |
| Applied Materials, Inc. | 1,913 | US$1.38M | 0.47% |
| Simon Property Group, Inc. | 4,664 | US$1.04M | 0.35% |
| Amazon.com, Inc. | 3,628 | US$865K | 0.29% |
| Berkshire Hathaway Inc. | 1,465 | US$733K | 0.25% |
| Broadcom Inc. | 1,311 | US$495K | 0.17% |
| Meta Platforms, Inc. | 832 | US$468K | 0.16% |
| Eli Lilly And Company | 299 | US$358K | 0.12% |
| Jp Morgan Chase & Co. | 1,072 | US$351K | 0.12% |
| Tesla, Inc. | 825 | US$347K | 0.12% |
| Walmart Inc. | 2,966 | US$336K | 0.11% |
| Exxon Mobil Corporation | 2,420 | US$331K | 0.11% |
| Costco Wholesale Corporation | 332 | US$311K | 0.11% |
| Lam Research Corporation | 681 | US$295K | 0.10% |
| Ge Aerospace | 605 | US$226K | 0.08% |
| Visa Inc. | 631 | US$216K | 0.07% |
| Advanced Micro Devices Inc | 363 | US$211K | 0.07% |
| Procter & Gamble Company (the) | 0 | US$0 | 0.00% |
| Mckesson Corporation | 0 | US$0 | 0.00% |