Institutional Fund
Veridan Wealth LLC
West Linn, ORCIK 20524055 filings on record
Portfolio Value
$265.05M
Q1 2026
Holdings
79
Reported positions
New Buys
1
Opened this quarter
QoQ Change
-10.9%
from $297.63M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Rocket Cos Inc31.9%
- Wells Fargo Co New4.1%
- Ishares Tr3.3%
- Ishares Tr2.8%
- Vanguard Bd Index Fds2.7%
- Ishares Tr2.4%
- Other52.8%
Portfolio Holdings
79 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Rocket Cos Inc | 5.94M | $84.64M | 31.9% | 0 | Held |
| 2 | Wells Fargo Co New | 137.1K | $10.91M | 4.1% | 0 | Held |
| 3 | Ishares Tr | 191.2K | $8.83M | 3.3% | −66 | Reduced |
| 4 | Ishares Tr | 29.7K | $7.39M | 2.8% | −180 | Reduced |
| 5 | Vanguard Bd Index Fds | 91.8K | $7.09M | 2.7% | +274 | Added |
| 6 | Ishares Tr | 67.3K | $6.24M | 2.4% | +439 | Added |
| 7 | Vanguard World Fd | 42.7K | $6.19M | 2.3% | −149 | Reduced |
| 8 | New York Life Investments Et | 176.0K | $5.91M | 2.2% | +4.8K | Added |
| 9 | Ishares Tr | 36.6K | $5.87M | 2.2% | +299 | Added |
| 10 | Ishares Tr | 18.2K | $5.78M | 2.2% | +151 | Added |
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