Veridan Wealth LLC holds a focused book of 79 stocks worth $265.1M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened McKesson Corp and trimmed Ishr CR Unvrse Usd BD ETF-Ui. Their largest long position is Rocket Cos Inc-Class A at 32% of the equity book. They also disclosed $5.3M in put options (a bearish bet), shown separately below and excluded from the equity book.
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Use Arkolith to show Veridan Wealth LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
42% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Rocket Cos Inc COM CL A | $84.6M | 5.94M | 31.9% | —Held | |
| 2 | Wells Fargo & Co COM | $10.9M | 137.1K | 4.1% | —Held | |
| 3 | Ishares TR CORE UNIVRSL USD | $8.8M | 191.2K | 3.3% | ▼~0% Reduced · −66 sh | |
| 4 | Ishares TR RUS TP200 GR ETF | $7.4M | 29.7K | 2.8% | ▼−0.6% Reduced · −180 sh | |
| 5 | Vanguard BD Index FDS INTERMED TERM | $7.1M | 91.8K | 2.7% | ▲+0.3% Added · +274 sh | |
| 6 | Ishares TR RUS TP200 VL ETF | $6.2M | 67.3K | 2.4% | ▲+0.7% Added · +439 sh | |
| 7 | Vanguard World FD MEGA CAP VAL ETF | $6.2M | 42.7K | 2.3% | ▼−0.3% Reduced · −149 sh | |
| 8 | New York Life Investments Et NYLI FTSE INTERN | $5.9M | 176.0K | 2.2% | ▲+2.8% Added · +5K sh | |
| 9 | Ishares TR RUS TOP 200 ETF | $5.9M | 36.6K | 2.2% | ▲+0.8% Added · +299 sh | |
| 10 | Ishares TR S&P 100 ETF | $5.8M | 18.2K | 2.2% | ▲+0.8% Added · +151 sh | |
| 11 | Fidelity Covington Trust ENHANCED INTL | $5.5M | 149.0K | 2.1% | ▲+3.2% Added · +5K sh | |
| 12 | Ishares TR MSCI INTL MOMENT | $5.5M | 114.0K | 2.1% | ▲+2.7% Added · +3K sh | |
| 13 | Vanguard Index FDS MID CAP ETF | $5.0M | 17.4K | 1.9% | ▲+1.6% Added · +271 sh | |
| 14 | Vanguard Scottsdale FDS INT-TERM CORP | $4.9M | 58.7K | 1.8% | ▲+2.5% Added · +1K sh | |
| 15 | Ishares TR ISHS 5-10YR INVT | $4.8M | 89.3K | 1.8% | ▲+0.7% Added · +577 sh | |
| 16 | Vanguard Index FDS SMALL CP ETF | $4.6M | 17.7K | 1.8% | ▲+0.3% Added · +61 sh | |
| 17 | Ishares TR 7-10 YR TRSY BD | $4.1M | 42.9K | 1.5% | ▲+3.8% Added · +2K sh | |
| 18 | Vanguard Index FDS MCAP VL IDXVIP | $4.1M | 22.1K | 1.5% | ▲+1.5% Added · +335 sh | |
| 19 | Ishares TR MSCI INTL QUALTY | $4.0M | 87.0K | 1.5% | ▲+2.8% Added · +2K sh | |
| 20 | Vanguard Index FDS GROWTH ETF | $4.0M | 9.2K | 1.5% | ▼−2.3% Reduced · −219 sh | |
| 21 | Ishares TR ESG AW MSCI EAFE | $4.0M | 41.4K | 1.5% | ▲+2.6% Added · +1K sh | |
| 22 | Schwab Strategic TR FUNDAMENTAL EMER | $3.9M | 102.4K | 1.5% | ▲+2.4% Added · +2K sh | |
| 23 | Ishares Inc EMNG MKTS EQT | $3.9M | 64.4K | 1.5% | ▲+2.2% Added · +1K sh | |
| 24 | Schwab Strategic TR INTL EQTY ETF | $3.9M | 155.9K | 1.5% | ▲+2.4% Added · +4K sh | |
| 25 | Schwab Strategic TR US LCAP GR ETF | $3.6M | 123.9K | 1.4% | ▲+0.6% Added · +693 sh | |
| 26 | Ishares Gold TR ISHARES NEW | $3.6M | 40.9K | 1.4% | ▲+0.6% Added · +228 sh | |
| 27 | Invesco QQQ TR UNIT SER 1 | $3.1M | 5.3K | 1.2% | ▲+2.6% Added · +134 sh | |
| 28 | Vanguard Index FDS VALUE ETF | $3.0M | 15.1K | 1.1% | ▲+0.6% Added · +89 sh | |
| 29 | Ishares TR RUS MD CP GR ETF | $2.7M | 21.1K | 1.0% | ▼−1.1% Reduced · −239 sh | |
| 30 | Vanguard World FD MEGA GRWTH IND | $2.5M | 6.9K | 0.9% | ▲+6.2% Added · +401 sh | |
| 31 | Vanguard Scottsdale FDS MTG-BKD SECS ETF | $2.5M | 52.5K | 0.9% | ▲+4.1% Added · +2K sh | |
| 32 | First TR Exch Traded FD III INSTL PFD SECS | $2.4M | 128.0K | 0.9% | ▲+3.0% Added · +4K sh | |
| 33 | Ishares TR 3 7 YR TREAS BD | $2.4M | 20.3K | 0.9% | ▲+4.7% Added · +906 sh | |
| 34 | Ishares TR 10-20 YR TRS ETF | $2.4M | 23.3K | 0.9% | ▲+0.2% Added · +41 sh | |
| 35 | Schwab Strategic TR US TIPS ETF | $2.3M | 85.0K | 0.9% | ▼−0.4% Reduced · −318 sh | |
| 36 | Apple Inc COM | $1.9M | 7.4K | 0.7% | ▲+12% Added · +784 sh | |
| 37 | Schwab Strategic TR EMRG MKTEQ ETF | $1.9M | 56.3K | 0.7% | ▲+3.3% Added · +2K sh | |
| 38 | Nvidia Corporation COM | $1.6M | 9.4K | 0.6% | ▲+3.0% Added · +270 sh | |
| 39 | Microsoft Corp COM | $1.5M | 3.9K | 0.5% | ▲+12% Added · +418 sh | |
| 40 | Vanguard Mun BD FDS TAX EXEMPT BD | $901K | 18.1K | 0.3% | ▲+15% Added · +2K sh | |
| 41 | Simon Ppty Group Inc New COM | $861K | 4.6K | 0.3% | ▲+1.2% Added · +55 sh | |
| 42 | Amazon Com Inc COM | $739K | 3.5K | 0.3% | ▲+4.4% Added · +150 sh | |
| 43 | Applied Matls Inc COM | $722K | 2.1K | 0.3% | ▲+2.4% Added · +50 sh | |
| 44 | Alphabet Inc CAP STK CL A | $674K | 2.3K | 0.3% | ▲+5.1% Added · +114 sh | |
| 45 | Berkshire Hathaway Inc Del CL B NEW | $674K | 1.4K | 0.3% | ▲+8.6% Added · +111 sh | |
| 46 | Ishares TR ESG AWR MSCI USA | $613K | 4.3K | 0.2% | ▼−2.0% Reduced · −91 sh | |
| 47 | Alphabet Inc CAP STK CL C | $546K | 1.9K | 0.2% | ▼−4.7% Reduced · −94 sh | |
| 48 | Ishares TR ESG SELECT SCRE | $502K | 10.2K | 0.2% | ▼−2.3% Reduced · −239 sh | |
| 49 | Vanguard Index FDS EXTEND MKT ETF | $474K | 2.3K | 0.2% | ▼−0.3% Reduced · −8 sh | |
| 50 | Meta Platforms Inc CL A | $455K | 795 | 0.2% | ▲+20% Added · +132 sh |
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| PUT · bearish | ROCKET COS INC | $5.3M | 375K |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 80 | $270.4M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 13, 2026 | 79 | $297.6M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 12, 2025 | 79 | $290.4M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 22, 2025 | 80 | $221.3M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 5, 2025 | 82 | $213.5M | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Jul 10, 2025 | 82 | $249.3M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.