13F HOLDINGS REPORT
Veridan Wealth LLC
Quarter ended Q3 2025 · Filed November 12, 2025 · Accession 0001951757-25-001380
Total Value
$290.4M
Positions
79
Other Managers
0
Confidential Omitted
No
Holdings (79)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MR COOPER GROUP INC | 62482R107 | 539,995 | $113.8M | 39.19% |
| 2 | WELLS FARGO CO NEW | 949746101 | 137,065 | $11.5M | 3.96% |
| 3 | ISHARES TR | 46434V613 | 184,683 | $8.6M | 2.97% |
| 4 | ISHARES TR | 464289438 | 29,910 | $8.2M | 2.82% |
| 5 | VANGUARD BD INDEX FDS | 921937819 | 89,744 | $7.0M | 2.41% |
| 6 | ISHARES TR | 464289446 | 36,218 | $6.0M | 2.07% |
| 7 | ISHARES TR | 464287101 | 18,036 | $6.0M | 2.07% |
| 8 | ISHARES TR | 464289420 | 66,388 | $5.8M | 2.01% |
| 9 | VANGUARD WORLD FD | 921910840 | 42,247 | $5.8M | 2.00% |
| 10 | NEW YORK LIFE INVESTMENTS ET | 45409B560 | 169,307 | $5.3M | 1.81% |
| 11 | ISHARES TR | 46434V449 | 107,309 | $5.1M | 1.77% |
| 12 | FIDELITY COVINGTON TRUST | 31609A404 | 143,350 | $5.1M | 1.74% |
| 13 | VANGUARD INDEX FDS | 922908629 | 16,814 | $4.9M | 1.70% |
| 14 | VANGUARD SCOTTSDALE FDS | 92206C870 | 56,023 | $4.7M | 1.62% |
| 15 | ISHARES TR | 464288638 | 86,843 | $4.7M | 1.62% |
| 16 | VANGUARD INDEX FDS | 922908736 | 9,390 | $4.5M | 1.55% |
| 17 | VANGUARD INDEX FDS | 922908751 | 17,466 | $4.4M | 1.53% |
| 18 | SCHWAB STRATEGIC TR | 808524300 | 123,569 | $3.9M | 1.36% |
| 19 | ISHARES TR | 464287440 | 39,553 | $3.8M | 1.31% |
| 20 | VANGUARD INDEX FDS | 922908512 | 21,458 | $3.7M | 1.29% |
| 21 | ISHARES TR | 46434V456 | 83,598 | $3.7M | 1.27% |
| 22 | ISHARES TR | 46435G516 | 39,643 | $3.7M | 1.27% |
| 23 | ISHARES INC | 46434G889 | 62,509 | $3.5M | 1.22% |
| 24 | SCHWAB STRATEGIC TR | 808524730 | 97,345 | $3.5M | 1.21% |
| 25 | SCHWAB STRATEGIC TR | 808524805 | 148,629 | $3.5M | 1.19% |
| 26 | INVESCO QQQ TR | IVZ | 5,215 | $3.1M | 1.08% |
| 27 | ISHARES GOLD TR | IAU | 41,652 | $3.0M | 1.04% |
| 28 | ISHARES TR | 464287481 | 21,090 | $3.0M | 1.03% |
| 29 | VANGUARD INDEX FDS | 922908744 | 14,896 | $2.8M | 0.96% |
| 30 | VANGUARD WORLD FD | 921910816 | 6,448 | $2.6M | 0.89% |
| 31 | FIRST TR EXCH TRADED FD III | 33739P855 | 121,812 | $2.4M | 0.81% |
| 32 | ISHARES TR | 464288653 | 22,867 | $2.4M | 0.81% |
| 33 | VANGUARD SCOTTSDALE FDS | 92206C771 | 49,636 | $2.3M | 0.80% |
| 34 | ISHARES TR | 464288661 | 19,029 | $2.3M | 0.78% |
| 35 | SCHWAB STRATEGIC TR | 808524870 | 83,313 | $2.2M | 0.77% |
| 36 | MICROSOFT CORP | MSFT | 3,509 | $1.8M | 0.63% |
| 37 | SCHWAB STRATEGIC TR | 808524706 | 53,271 | $1.8M | 0.61% |
| 38 | APPLE INC | AAPL | 6,774 | $1.7M | 0.59% |
| 39 | NVIDIA CORPORATION | NVDA | 9,139 | $1.7M | 0.59% |
| 40 | SIMON PPTY GROUP INC NEW | 828806109 | 4,510 | $846,449 | 0.29% |
| 41 | AMAZON COM INC | AMZN | 3,394 | $745,221 | 0.26% |
| 42 | VANGUARD MUN BD FDS | 922907746 | 14,133 | $707,636 | 0.24% |
| 43 | ISHARES TR | 46435G425 | 4,481 | $652,380 | 0.22% |
| 44 | COSTCO WHSL CORP NEW | 22160K105 | 704 | $652,034 | 0.22% |
| 45 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1,295 | $651,048 | 0.22% |
| 46 | ISHARES TR | 46436E569 | 10,600 | $546,111 | 0.19% |
| 47 | ALPHABET INC | GOOG | 2,104 | $511,371 | 0.18% |
| 48 | ALPHABET INC | GOOG | 2,020 | $492,044 | 0.17% |
| 49 | META PLATFORMS INC | META | 663 | $486,795 | 0.17% |
| 50 | VANGUARD INDEX FDS | 922908652 | 2,302 | $481,858 | 0.17% |
| 51 | DBX ETF TR | 233051143 | 7,828 | $469,918 | 0.16% |
| 52 | ISHARES TR | 46432F339 | 2,393 | $465,413 | 0.16% |
| 53 | ISHARES TR | 464287705 | 3,390 | $439,781 | 0.15% |
| 54 | ISHARES TR | 46435U549 | 9,123 | $438,166 | 0.15% |
| 55 | BROADCOM INC | AVGO | 1,306 | $430,829 | 0.15% |
| 56 | APPLIED MATLS INC | 038222105 | 2,058 | $421,456 | 0.15% |
| 57 | VANGUARD SPECIALIZED FUNDS | 921908844 | 1,766 | $381,134 | 0.13% |
| 58 | SPDR SERIES TRUST | 78464A763 | 2,712 | $379,861 | 0.13% |
| 59 | ISHARES TR | 464287200 | 565 | $378,135 | 0.13% |
| 60 | VANGUARD WHITEHALL FDS | 921946406 | 2,673 | $376,702 | 0.13% |
| 61 | SPDR SERIES TRUST | 78468R531 | 5,910 | $375,845 | 0.13% |
| 62 | ISHARES TR | 46435U218 | 3,118 | $364,899 | 0.13% |
| 63 | DBX ETF TR | 233051150 | 5,912 | $362,694 | 0.12% |
| 64 | ISHARES TR | 46435G243 | 13,761 | $348,281 | 0.12% |
| 65 | PROCTER AND GAMBLE CO | 742718109 | 2,258 | $346,868 | 0.12% |
| 66 | INVESCO EXCHANGE TRADED FD T | IVZ | 2,468 | $333,717 | 0.11% |
| 67 | JPMORGAN CHASE & CO. | VYLD | 921 | $290,381 | 0.10% |
| 68 | WALMART INC | WMT | 2,784 | $286,896 | 0.10% |
| 69 | EXXON MOBIL CORP | XOM | 2,457 | $277,046 | 0.10% |
| 70 | ISHARES TR | 46434V290 | 3,616 | $268,867 | 0.09% |
| 71 | TESLA INC | TSLA | 595 | $264,608 | 0.09% |
| 72 | ISHARES INC | 46434G863 | 6,064 | $263,301 | 0.09% |
| 73 | ISHARES TR | 464288257 | 1,809 | $250,071 | 0.09% |
| 74 | NUSHARES ETF TR | NU | 6,344 | $238,670 | 0.08% |
| 75 | ISHARES TR | 46435G193 | 10,048 | $236,725 | 0.08% |
| 76 | NIKE INC | NKE | 3,347 | $233,405 | 0.08% |
| 77 | DBX ETF TR | 233051218 | 6,646 | $230,266 | 0.08% |
| 78 | PALO ALTO NETWORKS INC | PANW | 1,102 | $224,389 | 0.08% |
| 79 | VISA INC | V | 655 | $223,621 | 0.08% |