Veridan Wealth LLC - Portfolio Stock Holdings

Veridan Wealth LLC disclosed 89 stock positions in a recent SEC 13F filing. $265,862,833 of stock holdings were filed, with the largest holdings including RKT, WFC, and IWY. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $667,215,443 and has 5 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.