Veridan Wealth
Veridan Wealth reported 84 stocks worth $287M in its 13F filing for Q2 2026, filed Aug 10, 2026. Its largest holdings are RKT (32.6%), WFC (4.0%) and IWY (3.0%). Compared with Q1 2026, the fund opened new positions in ICSH, IGSB and PAVE, added to WFC, IWY and FENI, trimmed MGV, IWX and IWL and sold out of IGIB, TLH and SCHP.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 6 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  RKT Rocket Companies Cla A | $93.6M | 32.6% | 5.9M | No change | 3 of 6 | |
| 2 |  WFC Wells Fargo Co New | $11.4M | 4.0% | 138K | +686 (+1%) | 6 of 6 | |
| 3 |  IWY Ishares TR | $8.7M | 3.0% | 30K | +112 (+0%) | 6 of 6 | |
| 4 |  MGV Vanguard Mega Cap Value | $6.9M | 2.4% | 42K | −554 (−1%) | 6 of 6 | |
| 5 |  IWX Ishares TR | $6.8M | 2.4% | 64K | −3,035 (−5%) | 6 of 6 | |
| 6 |  IWL Ishares Russell Top 200 ETF | $6.6M | 2.3% | 36K | −1,010 (−3%) | 6 of 6 | |
| 7 |  HFXI Nyli Ftse | $6.5M | 2.3% | 172K | −4,017 (−2%) | 6 of 6 | |
| 8 |  OEF Ishares S&P 100 ETF | $6.5M | 2.3% | 18K | −535 (−3%) | 6 of 6 | |
| 9 |  FENI Fidelity Covington Trust | $6.4M | 2.2% | 159K | +10K (+7%) | 4 of 6 | |
| 10 |  IMTM Ishares TR | $6.3M | 2.2% | 119K | +4,794 (+4%) | 6 of 6 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 6 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 10, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Veridan Wealth 13F FAQ
What does Veridan Wealth own?
Veridan Wealth reported 84 stocks worth $287M in its 13F filing for Q2 2026, filed Aug 10, 2026. Its largest holdings are RKT (32.6%), WFC (4.0%) and IWY (3.0%). The table above lists every position in the filing (the top 10 without an account).
What did Veridan Wealth buy and sell in Q2 2026?
Compared with Q1 2026: 10 new positions, 30 added to, 43 trimmed and 5 sold out. New positions include ICSH, IGSB and PAVE. It sold all of IGIB, TLH and SCHP.
When will Veridan Wealth file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Veridan Wealth's portfolio worth?
The Q2 2026 filing reports $287M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.