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The Analysis of Veridan Wealth LLC's Holdings & P&L

Currently, Veridan Wealth LLC holds 79 types of securities in its portfolio with a total value $265.1M. In the most recent quarter, they have increased their positions in MCK (+247 shares, valued at $213.4K), AAPL (+784 shares, valued at $199.0K), FENI (+4.6K shares, valued at $172.0K); decreased their positions in COST (-374 shares, valued at $372.2K), VUG (-219 shares, valued at $95.7K), IWY (-180 shares, valued at $44.8K); initiated new positions in MCK (+247 shares, valued at $213.4K).

1M P&L

-4.8M-1.77%

3M P&L

-69.2M-20.77%

HY P&L

-61.3M-18.85%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A150.3M

52.1%

2Mortgage Finance115.0M

39.8%

3Banks - Diversified13.1M

4.5%

Top Industries by Stock Count

1N/A55 stocks

75.3%

2Discount Stores2 stocks

2.7%

3Banks - Diversified2 stocks

2.7%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

RKT ROCKET COS INC5.9M shares0.00%2026-03-312026-05-15

WFC WELLS FARGO & CO137.1K shares0.00%2026-03-312026-05-15

IUSB ISHARES TR191.2K shares-0.03%2026-03-312026-05-15

IWY ISHARES TR29.7K shares-0.60%2026-03-312026-05-15

BIV VANGUARD BD INDEX FDS91.8K shares0.30%2026-03-312026-05-15

IWX ISHARES TR67.3K shares0.66%2026-03-312026-05-15

MGV VANGUARD WORLD FD42.7K shares-0.35%2026-03-312026-05-15

HFXI NEW YORK LIFE INVESTMENTS ET176.0K shares2.80%2026-03-312026-05-15

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IWL ISHARES TR36.6K shares0.82%2026-03-312026-05-15

OEF ISHARES TR18.2K shares0.84%2026-03-312026-05-15

FENI FIDELITY COVINGTON TRUST149.0K shares3.20%2026-03-312026-05-15

IMTM ISHARES TR114.0K shares2.74%2026-03-312026-05-15

VO VANGUARD INDEX FDS17.4K shares1.58%2026-03-312026-05-15

VCIT VANGUARD SCOTTSDALE FDS58.7K shares2.51%2026-03-312026-05-15

IGIB ISHARES TR89.3K shares0.65%2026-03-312026-05-15

VB VANGUARD INDEX FDS17.7K shares0.35%2026-03-312026-05-15

Sponsored

IEF ISHARES TR42.9K shares3.80%2026-03-312026-05-15

VOE VANGUARD INDEX FDS22.1K shares1.54%2026-03-312026-05-15

IQLT ISHARES TR87.0K shares2.76%2026-03-312026-05-15

VUG VANGUARD INDEX FDS9.2K shares-2.33%2026-03-312026-05-15

ESGD ISHARES TR41.4K shares2.60%2026-03-312026-05-15

FNDE SCHWAB STRATEGIC TR102.4K shares2.37%2026-03-312026-05-15

EMGF ISHARES INC64.4K shares2.16%2026-03-312026-05-15

SCHF SCHWAB STRATEGIC TR155.9K shares2.41%2026-03-312026-05-15

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SCHG SCHWAB STRATEGIC TR123.9K shares0.56%2026-03-312026-05-15

ISHARES GOLD TR ISHARES GOLD TR40.9K shares0.56%2026-03-312026-05-15

INVESCO QQQ TR INVESCO QQQ TR5.3K shares2.57%2026-03-312026-05-15

VTV VANGUARD INDEX FDS15.1K shares0.59%2026-03-312026-05-15

IWP ISHARES TR21.1K shares-1.12%2026-03-312026-05-15

MGK VANGUARD WORLD FD6.9K shares6.22%2026-03-312026-05-15

VMBS VANGUARD SCOTTSDALE FDS52.5K shares4.12%2026-03-312026-05-15

FPEI FIRST TR EXCH TRADED FD III128.0K shares3.00%2026-03-312026-05-15

Sponsored

IEI ISHARES TR20.3K shares4.66%2026-03-312026-05-15

TLH ISHARES TR23.3K shares0.18%2026-03-312026-05-15

SCHP SCHWAB STRATEGIC TR85.0K shares-0.37%2026-03-312026-05-15

AAPL APPLE INC7.4K shares11.79%2026-03-312026-05-15

SCHE SCHWAB STRATEGIC TR56.3K shares3.29%2026-03-312026-05-15

NVDA NVIDIA CORPORATION9.4K shares2.95%2026-03-312026-05-15

MSFT MICROSOFT CORP3.9K shares11.88%2026-03-312026-05-15

VTEB VANGUARD MUN BD FDS18.1K shares14.75%2026-03-312026-05-15

Sponsored

SPG SIMON PPTY GROUP INC NEW4.6K shares1.21%2026-03-312026-05-15

AMZN AMAZON COM INC3.5K shares4.41%2026-03-312026-05-15

AMAT APPLIED MATLS INC2.1K shares2.42%2026-03-312026-05-15

ALPHABET INC ALPHABET INC2.3K shares5.11%2026-03-312026-05-15

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.4K shares8.57%2026-03-312026-05-15

ESGU ISHARES TR4.3K shares-2.06%2026-03-312026-05-15

ALPHABET INC ALPHABET INC1.9K shares-4.71%2026-03-312026-05-15

XVV ISHARES TR10.2K shares-2.29%2026-03-312026-05-15

Sponsored

VXF VANGUARD INDEX FDS2.3K shares-0.35%2026-03-312026-05-15

META META PLATFORMS INC795 shares19.91%2026-03-312026-05-15

IJJ ISHARES TR3.4K shares0.21%2026-03-312026-05-15

XOM EXXON MOBIL CORP2.6K shares5.73%2026-03-312026-05-15

SNPE DBX ETF TR7.4K shares-2.63%2026-03-312026-05-15

QUAL ISHARES TR2.3K shares0.22%2026-03-312026-05-15

BROADCOM INC BROADCOM INC1.4K shares7.03%2026-03-312026-05-15

EAGG ISHARES TR9.0K shares-2.70%2026-03-312026-05-15

Sponsored

SDY SPDR SERIES TRUST2.7K shares0.59%2026-03-312026-05-15

VYM VANGUARD WHITEHALL FDS2.7K shares0.49%2026-03-312026-05-15

VIG VANGUARD SPECIALIZED FUNDS1.8K shares2.30%2026-03-312026-05-15

IVV ISHARES TR582 shares0.17%2026-03-312026-05-15

SMLF ISHARES TR4.9K shares37.30%2026-03-312026-05-15

XMMO INVESCO EXCHANGE TRADED FD T2.5K shares0.16%2026-03-312026-05-15

EFIV SPDR SERIES TRUST5.6K shares-2.58%2026-03-312026-05-15

PG PROCTER & GAMBLE CO2.4K shares5.57%2026-03-312026-05-15

Sponsored

SUSL ISHARES TR3.0K shares-2.47%2026-03-312026-05-15

USSG DBX ETF TR5.7K shares-2.54%2026-03-312026-05-15

SUSB ISHARES TR13.3K shares-5.01%2026-03-312026-05-15

WMT WALMART INC2.6K shares-5.28%2026-03-312026-05-15

JPM JPMORGAN CHASE & CO1.0K shares9.84%2026-03-312026-05-15

COST COSTCO WHOLESALE CORPORATION299 shares-55.57%2026-03-312026-05-15

ESGE ISHARES INC5.8K shares-3.44%2026-03-312026-05-15

LLY ELI LILLY & CO283 shares8.02%2026-03-312026-05-15

Sponsored

ACWI ISHARES TR1.8K shares0.00%2026-03-312026-05-15

TSLA TESLA INC634 shares6.55%2026-03-312026-05-15

NUDM NUSHARES ETF TR6.5K shares-2.95%2026-03-312026-05-15

EASG DBX ETF TR6.6K shares-2.80%2026-03-312026-05-15

SUSC ISHARES TR9.9K shares-2.76%2026-03-312026-05-15

V VISA INC711 shares7.89%2026-03-312026-05-15

MCK MCKESSON CORP247 sharesnew addition2026-03-312026-05-15

RKT

ROCKET COS INC

0.00%

Shares5.9M

Event2026-03-31

Filed2026-05-15

WFC

WELLS FARGO & CO

0.00%

Shares137.1K

Event2026-03-31

Filed2026-05-15

IUSB

ISHARES TR

-0.03%

Shares191.2K

Event2026-03-31

Filed2026-05-15

IWY

ISHARES TR

-0.60%

Shares29.7K

Event2026-03-31

Filed2026-05-15

BIV

VANGUARD BD INDEX FDS

0.30%

Shares91.8K

Event2026-03-31

Filed2026-05-15

IWX

ISHARES TR

0.66%

Shares67.3K

Event2026-03-31

Filed2026-05-15

MGV

VANGUARD WORLD FD

-0.35%

Shares42.7K

Event2026-03-31

Filed2026-05-15

HFXI

NEW YORK LIFE INVESTMENTS ET

2.80%

Shares176.0K

Event2026-03-31

Filed2026-05-15

IWL

ISHARES TR

0.82%

Shares36.6K

Event2026-03-31

Filed2026-05-15

OEF

ISHARES TR

0.84%

Shares18.2K

Event2026-03-31

Filed2026-05-15

FENI

FIDELITY COVINGTON TRUST

3.20%

Shares149.0K

Event2026-03-31

Filed2026-05-15

IMTM

ISHARES TR

2.74%

Shares114.0K

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

1.58%

Shares17.4K

Event2026-03-31

Filed2026-05-15

VCIT

VANGUARD SCOTTSDALE FDS

2.51%

Shares58.7K

Event2026-03-31

Filed2026-05-15

IGIB

ISHARES TR

0.65%

Shares89.3K

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

0.35%

Shares17.7K

Event2026-03-31

Filed2026-05-15

IEF

ISHARES TR

3.80%

Shares42.9K

Event2026-03-31

Filed2026-05-15

VOE

VANGUARD INDEX FDS

1.54%

Shares22.1K

Event2026-03-31

Filed2026-05-15

IQLT

ISHARES TR

2.76%

Shares87.0K

Event2026-03-31

Filed2026-05-15

VUG

VANGUARD INDEX FDS

-2.33%

Shares9.2K

Event2026-03-31

Filed2026-05-15

ESGD

ISHARES TR

2.60%

Shares41.4K

Event2026-03-31

Filed2026-05-15

FNDE

SCHWAB STRATEGIC TR

2.37%

Shares102.4K

Event2026-03-31

Filed2026-05-15

EMGF

ISHARES INC

2.16%

Shares64.4K

Event2026-03-31

Filed2026-05-15

SCHF

SCHWAB STRATEGIC TR

2.41%

Shares155.9K

Event2026-03-31

Filed2026-05-15

SCHG

SCHWAB STRATEGIC TR

0.56%

Shares123.9K

Event2026-03-31

Filed2026-05-15

ISHARES GOLD TR

0.56%

Shares40.9K

Event2026-03-31

Filed2026-05-15

INVESCO QQQ TR

2.57%

Shares5.3K

Event2026-03-31

Filed2026-05-15

VTV

VANGUARD INDEX FDS

0.59%

Shares15.1K

Event2026-03-31

Filed2026-05-15

IWP

ISHARES TR

-1.12%

Shares21.1K

Event2026-03-31

Filed2026-05-15

MGK

VANGUARD WORLD FD

6.22%

Shares6.9K

Event2026-03-31

Filed2026-05-15

VMBS

VANGUARD SCOTTSDALE FDS

4.12%

Shares52.5K

Event2026-03-31

Filed2026-05-15

FPEI

FIRST TR EXCH TRADED FD III

3.00%

Shares128.0K

Event2026-03-31

Filed2026-05-15

IEI

ISHARES TR

4.66%

Shares20.3K

Event2026-03-31

Filed2026-05-15

TLH

ISHARES TR

0.18%

Shares23.3K

Event2026-03-31

Filed2026-05-15

SCHP

SCHWAB STRATEGIC TR

-0.37%

Shares85.0K

Event2026-03-31

Filed2026-05-15

AAPL

APPLE INC

11.79%

Shares7.4K

Event2026-03-31

Filed2026-05-15

SCHE

SCHWAB STRATEGIC TR

3.29%

Shares56.3K

Event2026-03-31

Filed2026-05-15

NVDA

NVIDIA CORPORATION

2.95%

Shares9.4K

Event2026-03-31

Filed2026-05-15

MSFT

MICROSOFT CORP

11.88%

Shares3.9K

Event2026-03-31

Filed2026-05-15

VTEB

VANGUARD MUN BD FDS

14.75%

Shares18.1K

Event2026-03-31

Filed2026-05-15

SPG

SIMON PPTY GROUP INC NEW

1.21%

Shares4.6K

Event2026-03-31

Filed2026-05-15

AMZN

AMAZON COM INC

4.41%

Shares3.5K

Event2026-03-31

Filed2026-05-15

AMAT

APPLIED MATLS INC

2.42%

Shares2.1K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

5.11%

Shares2.3K

Event2026-03-31

Filed2026-05-15

BERKSHIRE HATHAWAY INC DEL

8.57%

Shares1.4K

Event2026-03-31

Filed2026-05-15

ESGU

ISHARES TR

-2.06%

Shares4.3K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

-4.71%

Shares1.9K

Event2026-03-31

Filed2026-05-15

XVV

ISHARES TR

-2.29%

Shares10.2K

Event2026-03-31

Filed2026-05-15

VXF

VANGUARD INDEX FDS

-0.35%

Shares2.3K

Event2026-03-31

Filed2026-05-15