Veridan Wealth LLC holds a focused book of 84 reported positions worth $286.8M as of Q2 2026 (disclosed Aug 10, 2026, a ~41-day 13F lag). This quarter they opened Ishares Ultra Short Duration and trimmed Vanguard Mega Cap Value ETF. Their largest long position is Rocket Cos Inc-Class A at 33% of the reported non-option book. They also disclosed $7.1M in put options (a bearish bet), shown separately below and excluded from the non-option book. Cloning the disclosed picks since 2025 would be +11% (+6.9%/yr). That is a simulation of the disclosed long book, not audited returns.
Veridan Wealth LLC is a wealth platform: this book aggregates client accounts across many advisers.
The reported book (valued from quarter-end) returned +14.0%, a 2.9-point gap that is the cost of the ~41-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Veridan Wealth LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~41 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
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.
43% mapped to company sectors
+5 sectors below the cut, 1% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Veridan Wealth LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Hoffman, Alan N Investment Management | 11 / 80 | $168.2M |
| Donor Advised Charitable Giving, Inc. | 9 / 80 | $4.4B |
| Swiss Re Ltd | 19 / 80 | $1.0B |
| Greenbrier Partners Capital Management, LLC | 8 / 80 | $1.2B |
| Draper Asset Management, LLC | 8 / 80 | $170.5M |
| Emerald Advisors, LLC | 24 / 80 | $680.4M |
| United American Securities Inc. (d/b/a UAS Asset Management) | 9 / 80 | $393.3M |
| Ackerman Asset Management, LLC | 12 / 80 | $130.0M |
Ranked by the share of each fund's own book sitting in the names it shares with Veridan Wealth LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position'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 | $93.6M | 5.94M | 32.6% | —Held | |
| 2 | Wells Fargo & Co COM | $11.4M | 137.8K | 4.0% | ▲+0.5% Added · +686 sh | |
| 3 | Ishares TR RUS TP200 GR ETF | $8.7M | 29.8K | 3.0% | ▲+0.4% Added · +112 sh | |
| 4 | Vanguard World FD MEGA CAP VAL ETF | $6.9M | 42.1K | 2.4% | ▼−1.3% Reduced · −554 sh | |
| 5 | Ishares TR RUS TP200 VL ETF | $6.8M | 64.3K | 2.4% | ▼−4.5% Reduced · −3K sh | |
| 6 | Ishares TR RUS TOP 200 ETF | $6.6M | 35.5K | 2.3% | ▼−2.8% Reduced · −1K sh | |
| 7 | New York Life Investments Et FTSE INTL EQTY C | $6.5M | 171.9K | 2.3% | ▼−2.3% Reduced · −4K sh | |
| 8 | Ishares TR S&P 100 ETF | $6.5M | 17.6K | 2.2% | ▼−2.9% Reduced · −535 sh | |
| 9 | Fidelity Covington Trust ENHANCED INTL | $6.4M | 159.5K | 2.2% | ▲+7.0% Added · +10K sh | |
| 10 | Ishares TR MSCI INTL MOMENT | $6.3M | 118.8K | 2.2% | ▲+4.2% Added · +5K sh | |
| 11 | Vanguard Index FDS MID CAP ETF | $5.9M | 73.0K | 2.1% | ▲+321% Added · +56K sh | |
| 12 | Vanguard Index FDS SMALL CP ETF | $5.6M | 18.4K | 1.9% | ▲+3.8% Added · +675 sh | |
| 13 | Vanguard Scottsdale FDS INT-TERM CORP | $5.3M | 64.7K | 1.9% | ▲+10% Added · +6K sh | |
| 14 | Ishares TR 3 7 YR TREAS BD | $5.2M | 44.6K | 1.8% | ▲+120% Added · +24K sh | |
| 15 | Ishares TR ULTRA SHORT DUR | $5.2M | 102.9K | 1.8% | ▲New New position | |
| 16 | Ishares TR ISHS 1-5YR INVS | $5.1M | 97.2K | 1.8% | ▲New New position | |
| 17 | Vanguard Index FDS GROWTH ETF | $4.6M | 53.2K | 1.6% | ▲+479% Added · +44K sh | |
| 18 | Ishares TR MSCI INTL QUALTY | $4.5M | 91.6K | 1.6% | ▲+5.3% Added · +5K sh | |
| 19 | Ishares TR ESG AW MSCI EAFE | $4.5M | 44.0K | 1.6% | ▲+6.1% Added · +3K sh | |
| 20 | Ishares TR 7-10 YR TRSY BD | $4.5M | 47.2K | 1.6% | ▲+10.0% Added · +4K sh | |
| 21 | Ishares Inc EMNG MKTS EQT | $4.4M | 59.7K | 1.5% | ▼−7.4% Reduced · −5K sh | |
| 22 | Schwab Strategic TR INTL EQTY ETF | $4.3M | 154.2K | 1.5% | ▼−1.1% Reduced · −2K sh | |
| 23 | Schwab Strategic TR US LCAP GR ETF | $4.2M | 124.0K | 1.5% | ▲+0.1% Added · +147 sh | |
| 24 | Vanguard Index FDS MCAP VL IDXVIP | $4.1M | 20.6K | 1.4% | ▼−6.5% Reduced · −1K sh | |
| 25 | Schwab Strategic TR FUND EM EQUI ETF | $4.0M | 101.0K | 1.4% | ▼−1.4% Reduced · −1K sh | |
| 26 | Ishares TR RUS MD CP GR ETF | $3.7M | 25.6K | 1.3% | ▲+21% Added · +4K sh | |
| 27 | Invesco QQQ TR UNIT SER 1 | $3.7M | 5.0K | 1.3% | ▼−6.4% Reduced · −340 sh | |
| 28 | Ishares Gold TR ISHARES NEW | $3.2M | 42.9K | 1.1% | ▲+5.0% Added · +2K sh | |
| 29 | Vanguard Index FDS VALUE ETF | $3.2M | 14.5K | 1.1% | ▼−3.9% Reduced · −595 sh | |
| 30 | Vanguard World FD MEGA GRWTH IND | $2.8M | 32.0K | 1.0% | ▲+367% Added · +25K sh | |
| 31 | Global X FDS US INFR DEV ETF | $2.4M | 40.9K | 0.8% | ▲New New position | |
| 32 | First TR Exch Traded FD III INSTL PFD SECS | $2.3M | 117.9K | 0.8% | ▼−7.9% Reduced · −10K sh | |
| 33 | Vanguard Scottsdale FDS MTG-BKD SECS ETF | $2.2M | 47.9K | 0.8% | ▼−8.8% Reduced · −5K sh | |
| 34 | Flexshares TR IBOXX 5YR TRGT | $2.1M | 90.1K | 0.7% | ▲New New position | |
| 35 | Schwab Strategic TR EMRG MKTEQ ETF | $2.1M | 56.6K | 0.7% | ▲+0.7% Added · +370 sh | |
| 36 | Apple Inc COM | $2.0M | 7.1K | 0.7% | ▼−4.7% Reduced · −352 sh | |
| 37 | Nvidia Corporation COM | $2.0M | 10.0K | 0.7% | ▲+6.6% Added · +626 sh | |
| 38 | Alphabet Inc CAP STK CL C | $1.8M | 5.2K | 0.6% | ▲+174% Added · +3K sh | |
| 39 | Microsoft Corp COM | $1.4M | 3.9K | 0.5% | ▼−1.5% Reduced · −61 sh | |
| 40 | Applied Matls Inc COM | $1.4M | 1.9K | 0.5% | ▼−9.4% Reduced · −199 sh | |
| 41 | Ishares TR CMBS ETF | $1.1M | 22.0K | 0.4% | ▲New New position | |
| 42 | Simon Ppty Group Inc New COM | $1.0M | 4.7K | 0.4% | ▲+1.0% Added · +46 sh | |
| 43 | Amazon Com Inc COM | $865K | 3.6K | 0.3% | ▲+2.3% Added · +80 sh | |
| 44 | Alphabet Inc CAP STK CL A | $830K | 2.3K | 0.3% | ▼−0.9% Reduced · −22 sh | |
| 45 | Vanguard Mun BD FDS TAX EXEMPT BD | $786K | 15.5K | 0.3% | ▼−14% Reduced · −3K sh | |
| 46 | Ishares TR CORE UNIVRSL USD | $772K | 16.7K | 0.3% | ▼−91% Reduced · −174K sh | |
| 47 | Berkshire Hathaway Inc Del CL B NEW | $733K | 1.5K | 0.3% | ▲+4.2% Added · +59 sh | |
| 48 | Ishares TR ESG AWR MSCI USA | $676K | 4.1K | 0.2% | ▼−4.8% Reduced · −208 sh | |
| 49 | Ishares TR ESG SELECT SCRE | $577K | 10.2K | 0.2% | ▼−0.4% Reduced · −45 sh | |
| 50 | Broadcom Inc COM | $495K | 1.3K | 0.2% | ▼−6.3% Reduced · −89 sh |
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Use Arkolith to show Veridan Wealth LLC's latest holdings, largest changes, and filing provenance.
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| PUT · bearish | ROCKET COS INC | $5.9M | 375K |
| PUT · bearish | ALPHABET INC | $1.2M | 4K |
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 non-option book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 10, 2026 | 41d | 86 | $294.0M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 45d | 80 | $270.4M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 13, 2026 | 44d | 79 | $297.6M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 12, 2025 | 43d | 79 | $290.4M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 22, 2025 | 22d | 80 | $221.3M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 5, 2025 | 36d | 82 | $213.5M | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Jul 10, 2025 | 375d | 82 | $249.3M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.