Veridan Wealth LLC

Investment Portfolio & 13F Holdings Analysis

About

CIK: 0002052405

Type: FundHoldings: 80Value: $221.3MLatest: 2025Q1

Veridan Wealth LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 80 holdings worth $0.2 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "GOOGL",
  null,
  "AVGO",
  null,
  null,
  null,
  "DBEF",
  null,
  null,
  "COOP",
  null,
  null,
  null,
  null,
  "AMAT",
  "META",
  null,
  null,
  null,
  null,
  null,
  "MSFT",
  "IJR",
  "PANW",
  "DNP",
  "IVV",
  null,
  "AAPL",
  "NVDA",
  null,
  "PG",
  null,
  null,
  null,
  "SPG",
  "BIV",
  "VO",
  "VXF",
  "VOE",
  null,
  null,
  null,
  "VCIT",
  null,
  "VIG",
  "IEF",
  null,
  "VYM",
  null,
  "SDY",
  "IWP",
  null,
  "AMZN",
  "ESGD",
  "VUG",
  "BLV",
  "MGK",
  "MGV",
  "VTV",
  "V",
  "WMT",
  "WFC",
  "SCHG",
  "SCHF",
  null,
  null,
  null,
  "ESGU",
  "BRK-B",
  "COST",
  null,
  "IJJ",
  "QQQ",
  "GOOG",
  "XOM",
  "LLY",
  "TSLA",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-22
Total Holdings: 80
Total Value: 221319211
Accession Number: 0001951757-25-000411
Form Type: 13F-HR
CIK: veridan-wealth
Manager Name: Veridan-Wealth

Data Enrichment

60% identified

48 identified32 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

80 positions • $221.3M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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Mr. Cooper Group Inc.

COOP|62482R107

Shares:545.2K

Value:$65.2M

% of Portfolio:29.5% ($65.2M/$221.3M)

WELLS FARGO & COMPANY/MN

WFC|949746101

Shares:137.1K

Value:$9.8M

% of Portfolio:4.4% ($9.8M/$221.3M)

46434V613

Shares:187.5K

Value:$8.6M

% of Portfolio:3.9% ($8.6M/$221.3M)

464289438

Shares:32.8K

Value:$6.9M

% of Portfolio:3.1% ($6.9M/$221.3M)

464289420

Shares:67.1K

Value:$5.5M

% of Portfolio:2.5% ($5.5M/$221.3M)

921910840

MGV|921910840

Shares:41.8K

Value:$5.4M

% of Portfolio:2.4% ($5.4M/$221.3M)

464287101

Shares:19.3K

Value:$5.2M

% of Portfolio:2.4% ($5.2M/$221.3M)

464289446

Shares:37.9K

Value:$5.2M

% of Portfolio:2.4% ($5.2M/$221.3M)

233051200

DBEF|233051200

Shares:114.6K

Value:$5.0M

% of Portfolio:2.2% ($5.0M/$221.3M)

45409B560

Shares:180.3K

Value:$5.0M

% of Portfolio:2.2% ($5.0M/$221.3M)

921937819

BIV|921937819

Shares:61.3K

Value:$4.7M

% of Portfolio:2.1% ($4.7M/$221.3M)

46434V449

Shares:117.4K

Value:$4.7M

% of Portfolio:2.1% ($4.7M/$221.3M)

464288638

Shares:88.5K

Value:$4.6M

% of Portfolio:2.1% ($4.6M/$221.3M)

921937793

BLV|921937793

Shares:66.0K

Value:$4.6M

% of Portfolio:2.1% ($4.6M/$221.3M)

92206C870

VCIT|92206C870

Shares:56.8K

Value:$4.6M

% of Portfolio:2.1% ($4.6M/$221.3M)

922908629

VO|922908629

Shares:16.5K

Value:$4.3M

% of Portfolio:1.9% ($4.3M/$221.3M)

922908736

VUG|922908736

Shares:10.5K

Value:$3.9M

% of Portfolio:1.8% ($3.9M/$221.3M)

46434V456

Shares:87.7K

Value:$3.5M

% of Portfolio:1.6% ($3.5M/$221.3M)

46435G516

ESGD|46435G516

Shares:41.9K

Value:$3.4M

% of Portfolio:1.5% ($3.4M/$221.3M)

808524300

SCHG|808524300

Shares:134.5K

Value:$3.4M

% of Portfolio:1.5% ($3.4M/$221.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Mr. Cooper Group Inc.(COOPcusip62482R107)	545.2K	QoQ -0.12% (-681) YoY-	All Managers (Combined)	$65.2M	29.5% ($65.2M/$221.3M)	QoQ +15.93% (-$9.0M) YoY-
WELLS FARGO & COMPANY/MN(WFCcusip949746101)	137.1K	QoQ -0.02% (-32) YoY-	All Managers (Combined)	$9.8M	4.4% ($9.8M/$221.3M)	QoQ -8.14% (-$872.9K) YoY-
(cusip46434V613)✕	187.5K	QoQ +0.15% (+283) YoY-	All Managers (Combined)	$8.6M	3.9% ($8.6M/$221.3M)	QoQ +1.83% (+$155.3K) YoY-
(cusip464289438)✕	32.8K	QoQ +13.14% (+3.8K) YoY-	All Managers (Combined)	$6.9M	3.1% ($6.9M/$221.3M)	QoQ +1.25% (+$85.9K) YoY-
(cusip464289420)✕	67.1K	QoQ +19.14% (+10.8K) YoY-	All Managers (Combined)	$5.5M	2.5% ($5.5M/$221.3M)	QoQ +17.97% (+$840.7K) YoY-
(MGVcusip921910840)	41.8K	QoQ +26.52% (+8.8K) YoY-	All Managers (Combined)	$5.4M	2.4% ($5.4M/$221.3M)	QoQ +24.92% (+$1.1M) YoY-
(cusip464287101)✕	19.3K	QoQ +9.42% (+1.7K) YoY-	All Managers (Combined)	$5.2M	2.4% ($5.2M/$221.3M)	QoQ +1.41% (+$73.0K) YoY-
(cusip464289446)✕	37.9K	QoQ +20.65% (+6.5K) YoY-	All Managers (Combined)	$5.2M	2.4% ($5.2M/$221.3M)	QoQ +12.19% (+$566.1K) YoY-
(DBEFcusip233051200)	114.6K	QoQ +5.03% (+5.5K) YoY-	All Managers (Combined)	$5.0M	2.2% ($5.0M/$221.3M)	QoQ +5.42% (+$255.5K) YoY-
(cusip45409B560)✕	180.3K	QoQ +3.31% (+5.8K) YoY-	All Managers (Combined)	$5.0M	2.2% ($5.0M/$221.3M)	QoQ +5.54% (+$260.4K) YoY-
(BIVcusip921937819)	61.3K	QoQ +1.35% (+817) YoY-	All Managers (Combined)	$4.7M	2.1% ($4.7M/$221.3M)	QoQ +3.53% (+$160.5K) YoY-
(cusip46434V449)✕	117.4K	QoQ -0.38% (-453) YoY-	All Managers (Combined)	$4.7M	2.1% ($4.7M/$221.3M)	QoQ +2.59% (-$118.6K) YoY-
(cusip464288638)✕	88.5K	QoQ +2.10% (+1.8K) YoY-	All Managers (Combined)	$4.6M	2.1% ($4.6M/$221.3M)	QoQ +3.78% (+$169.5K) YoY-
(BLVcusip921937793)	66.0K	QoQ +0.29% (+194) YoY-	All Managers (Combined)	$4.6M	2.1% ($4.6M/$221.3M)	QoQ +2.56% (+$116.4K) YoY-
(VCITcusip92206C870)	56.8K	QoQ +2.19% (+1.2K) YoY-	All Managers (Combined)	$4.6M	2.1% ($4.6M/$221.3M)	QoQ +3.82% (+$171.2K) YoY-
(VOcusip922908629)	16.5K	QoQ +5.55% (-871) YoY-	All Managers (Combined)	$4.3M	1.9% ($4.3M/$221.3M)	QoQ -0.59% (-$25.5K) YoY-
(VUGcusip922908736)	10.5K	QoQ +4.46% (-448) YoY-	All Managers (Combined)	$3.9M	1.8% ($3.9M/$221.3M)	QoQ -6.48% (-$269.6K) YoY-
(cusip46434V456)✕	87.7K	QoQ -5.59% (-5.2K) YoY-	All Managers (Combined)	$3.5M	1.6% ($3.5M/$221.3M)	QoQ -2.70% (-$96.7K) YoY-
(ESGDcusip46435G516)	41.9K	QoQ -5.59% (-2.5K) YoY-	All Managers (Combined)	$3.4M	1.5% ($3.4M/$221.3M)	QoQ -1.87% (-$65.5K) YoY-
(SCHGcusip808524300)	134.5K	QoQ +24.45% (+26.4K) YoY-	All Managers (Combined)	$3.4M	1.5% ($3.4M/$221.3M)	QoQ +10.66% (+$324.7K) YoY-