Veridan Wealth LLC: 13F holdings
CIK 20524052026Q2
| Positions | 86 |
|---|---|
| Reported value | $294.0m |
| Filed | 2026-08-10 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| RKT ROCKET COS INC | 5,939,945 | $93.6m | 31.8% |
| WFC WELLS FARGO & CO | 137,751 | $11.4m | 3.9% |
| IWY ISHARES TR | 29,791 | $8.7m | 2.9% |
| MGV VANGUARD WORLD FD | 42,136 | $6.9m | 2.3% |
| PFBC ISHARES TR | 64,262 | $6.8m | 2.3% |
| ISHARES TR | 35,548 | $6.6m | 2.2% |
| NEW YORK LIFE INVESTMENTS ET | 171,934 | $6.5m | 2.2% |
| VTI ISHARES TR | 17,636 | $6.5m | 2.2% |
| FIDELITY COVINGTON TRUST | 159,498 | $6.4m | 2.2% |
| IMTM ISHARES TR | 118,750 | $6.3m | 2.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2052405")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.