Holdings

Veridan Wealth LLC

As of Jun 30, 2026, Veridan Wealth LLC reported 22 positions worth US$121M. Largest: Rocket Companies, Inc., Wells Fargo & Company and Alphabet Inc (google) Class C. What it bought and sold, with each filing.

CompanySharesValue as reportedChangeAs of
Rocket Companies, Inc.5.94MUS$93.6Mno changeJun 30, 2026
Wells Fargo & Company138KUS$11.4M+686Jun 30, 2026
Alphabet Inc (google) Class C7,471US$2.67M+3,228Jun 30, 2026
Apple Inc7,083US$2.05M−352Jun 30, 2026
Nvidia Corporation10,042US$2.01M+626Jun 30, 2026
Microsoft Corp.3,875US$1.45M−61Jun 30, 2026
Applied Materials, Inc.1,913US$1.38M−199Jun 30, 2026
Simon Property Group, Inc.4,664US$1.04M+46Jun 30, 2026
Amazon.com, Inc.3,628US$865K+80Jun 30, 2026
Berkshire Hathaway Inc.1,465US$733K+59Jun 30, 2026