Data as of Q4 2025 (Dec 31, 2025)

Veridan Wealth LLC

•CIK: 2052405•Filing: Q4 2025

**Veridan Wealth LLC** manages $298M across a portfolio of 79 positions, exhibiting concentrated conviction in select sectors. The fund's largest allocation is to RKT, representing $115.0M, indicating a significant directional bet on that name. Further notable holdings include WFC at $12.8M, alongside smaller, targeted positions in IUSB ($8.9M) and IWY ($8.3M). This structure suggests a high-conviction, bottom-up approach favoring specific market opportunities.

Total AUM
$297.6M
QoQ Performance
+2.5%
Positions
40
Top 10 Concentration
61.2%
Latest Filing
Q4 2025

Top Holdings Allocation

RKT
RKT38.6%
WFC4.3%
IUSB3.0%
IWY2.8%
BIV2.4%
IWL2.1%
OEF2.1%
IWX2.1%

📈 Biggest Buys

RKT
ROCKET COS INC
NEW
38.6% of portfolio
IUSB
ISHARES TR
+3.6%
3.0% of portfolio
LLY
ELI LILLY & CO
NEW
0.1% of portfolio
IMTM
ISHARES TR
+3.4%
1.8% of portfolio
IEF
ISHARES TR
+4.4%
1.3% of portfolio

📉 Biggest Sells

IAU*
ISHARES GOLD TR
-2.4%
1.1% of portfolio
AAPL
APPLE INC
-1.8%
0.6% of portfolio
COST
COSTCO WHSL CORP NEW
-4.4%
0.2% of portfolio
QUAL
ISHARES TR
-5.1%
0.2% of portfolio
IWY
ISHARES TR
-0.2%
2.8% of portfolio

Sector Breakdown

Other91.5%
Financial4.7%
Technology2.5%
Consumer0.7%
Real Estate0.3%
ETF0.1%
Energy0.1%
Healthcare0.1%

🚪 Exited Positionssold since Q3 2025

07WA
MR COOPER GROUP INC
SOLD
$113.8M
PANW
PALO ALTO NETWORKS INC
SOLD
$224.4K

Changes from Q3 2025

NEW2 new positions
↑54 increased
↓18 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024

📌 Top Holdings

RKT38.6%
ROCKET COS INC
$115.0M
WFC4.3%
WELLS FARGO CO NEW
$12.8M
IUSB3.0%
ISHARES TR
$8.9M
IWY2.8%
ISHARES TR
$8.3M
BIV2.4%
VANGUARD BD INDEX FDS
$7.1M

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