Veridan Wealth

WEST LINN, ORfiles as Veridan Wealth LLC

$287m in 84 US stocks at the end of 30 June 2026. The top 10 are 55.6% of the money. It changed about 10.7% of the portfolio this quarter.

Value

$287m

Stocks

Top 10 share

55.6%

Turnover

10.7%

What changed this quarter

New

Bought for the first time this quarter.

Ishares TRICSH
1.8% of the fund
Ishares TRIGSB
1.8% of the fund
Global X FDSPAVE
0.8% of the fund
Flexshares TRTDTF
0.7% of the fund
Ishares TRCMBS
0.4% of the fund
Ishares TRIWM
0.1% of the fund
State STR Spdr S&P 500 ETF TSPY
0.1% of the fund
Lam ResearchLRCX
0.1% of the fund
General ElectricGE
<0.1% of the fund
Advanced Micro DevicesAMD
<0.1% of the fund

Added

Bought more of a stock they already held.

Fidelity Covington TrustFENI
2.2% of the fund
+7%
Ishares TRIMTM
2.2% of the fund
+4%
Vanguard Index FDSVO
2.1% of the fund
+5%
Vanguard Index FDSVB
1.9% of the fund
+4%
Vanguard Scottsdale FDSVCIT
1.9% of the fund
+10%
Ishares TRIEI
1.8% of the fund
+120%
Ishares TRIQLT
1.6% of the fund
+5%
Ishares TRESGD
1.6% of the fund
+6%
Ishares TRIEF
1.6% of the fund
+10%
Ishares TRIWP
1.3% of the fund
+21%
Ishares Gold TRIAU
1.1% of the fund
+5%
NvidiaNVDA
0.7% of the fund
+7%
AlphabetGOOG
0.6% of the fund
+174%
Amazon.comAMZN
0.3% of the fund
+2%
Berkshire HathawayBRK-B
0.3% of the fund
+4%
Meta PlatformsMETA
0.2% of the fund
+5%
Ishares TREAGG
0.2% of the fund
+6%
Eli LillyLLY
0.1% of the fund
+6%
JPMorgan ChaseJPM
0.1% of the fund
+6%
TeslaTSLA
0.1% of the fund
+30%
Ishares TRSUSB
0.1% of the fund
+3%
WalmartWMT
0.1% of the fund
+12%
Costco WholesaleCOST
0.1% of the fund
+11%

Cut

Sold some of their stake.

Ishares TRIWX
2.4% of the fund
-5%
Ishares TRIWL
2.3% of the fund
-3%
New York Life Investments ETHFXI
2.3% of the fund
-2%
Ishares TROEF
2.2% of the fund
-3%
Vanguard Index FDSVUG
1.6% of the fund
-4%
IsharesEMGF
1.5% of the fund
-7%
Vanguard Index FDSVOE
1.4% of the fund
-7%
Invesco QQQ TRQQQ
1.3% of the fund
-6%
Vanguard Index FDSVTV
1.1% of the fund
-4%
Vanguard World FDMGK
1.0% of the fund
-7%
First TR Exch Traded FD IIIFPEI
0.8% of the fund
-8%
Vanguard Scottsdale FDSVMBS
0.8% of the fund
-9%
AppleAAPL
0.7% of the fund
-5%
Applied MaterialsAMAT
0.5% of the fund
-9%
Vanguard MUN BD FDSVTEB
0.3% of the fund
-14%
Ishares TRIUSB
0.3% of the fund
-91%
Ishares TRESGU
0.2% of the fund
-5%
BroadcomAVGO
0.2% of the fund
-6%
Vanguard Index FDSVXF
0.2% of the fund
-13%
DBX ETF TRSNPE
0.2% of the fund
-6%
Ishares TRQUAL
0.2% of the fund
-8%
Ishares TRSUSL
0.1% of the fund
-3%
Spdr Series TrustEFIV
0.1% of the fund
-6%
Vanguard Whitehall FDSVYM
0.1% of the fund
-9%
Ishares TRIVV
0.1% of the fund
-13%

Sold out

Sold their entire stake.

Ishares TRIGIB
-100%
Ishares TRTLH
-100%
Schwab Strategic TRSCHP
-100%
Procter & GamblePG
-100%
MckessonMCK
-100%

Holdings

Rocket CompaniesRKT
Share
32.6%
Value
$94m
Shares
5,939,945
Held
Wells Fargo & CompanyWFC
Share
4.0%
Value
$11m
Shares
137,751
Held
Ishares TRIWY
Share
3.0%
Value
$9m
Shares
29,791
Held
Vanguard World FDMGV
Share
2.4%
Value
$7m
Shares
42,136
Held
Ishares TRIWX
Share
2.4%
Value
$7m
Shares
64,262
-5%
Ishares TRIWL
Share
2.3%
Value
$7m
Shares
35,548
-3%
New York Life Investments ETHFXI
Share
2.3%
Value
$7m
Shares
171,934
-2%
Ishares TROEF
Share
2.2%
Value
$6m
Shares
17,636
-3%
Fidelity Covington TrustFENI
Share
2.2%
Value
$6m
Shares
159,498
+7%
Ishares TRIMTM
Share
2.2%
Value
$6m
Shares
118,750
+4%
Vanguard Index FDSVO
Share
2.1%
Value
$6m
Shares
73,048
+5%
Vanguard Index FDSVB
Share
1.9%
Value
$6m
Shares
18,406
+4%
Vanguard Scottsdale FDSVCIT
Share
1.9%
Value
$5m
Shares
64,675
+10%
Ishares TRIEI
Share
1.8%
Value
$5m
Shares
44,643
+120%
Ishares TRICSH
Share
1.8%
Value
$5m
Shares
102,902
New
Ishares TRIGSB
Share
1.8%
Value
$5m
Shares
97,160
New
Vanguard Index FDSVUG
Share
1.6%
Value
$5m
Shares
53,174
-4%
Ishares TRIQLT
Share
1.6%
Value
$5m
Shares
91,594
+5%
Ishares TRESGD
Share
1.6%
Value
$5m
Shares
43,954
+6%
Ishares TRIEF
Share
1.6%
Value
$4m
Shares
47,157
+10%
IsharesEMGF
Share
1.5%
Value
$4m
Shares
59,652
-7%
Schwab Strategic TRSCHF
Share
1.5%
Value
$4m
Shares
154,246
Held
Schwab Strategic TRSCHG
Share
1.5%
Value
$4m
Shares
124,000
Held
Vanguard Index FDSVOE
Share
1.4%
Value
$4m
Shares
20,646
-7%
Schwab Strategic TRFNDE
Share
1.4%
Value
$4m
Shares
100,988
Held
Ishares TRIWP
Share
1.3%
Value
$4m
Shares
25,550
+21%
Invesco QQQ TRQQQ
Share
1.3%
Value
$4m
Shares
5,005
-6%
Ishares Gold TRIAU
Share
1.1%
Value
$3m
Shares
42,941
+5%
Vanguard Index FDSVTV
Share
1.1%
Value
$3m
Shares
14,515
-4%
Vanguard World FDMGK
Share
1.0%
Value
$3m
Shares
31,982
-7%
Global X FDSPAVE
Share
0.8%
Value
$2m
Shares
40,879
New
First TR Exch Traded FD IIIFPEI
Share
0.8%
Value
$2m
Shares
117,893
-8%
Vanguard Scottsdale FDSVMBS
Share
0.8%
Value
$2m
Shares
47,901
-9%
Flexshares TRTDTF
Share
0.7%
Value
$2m
Shares
90,051
New
Schwab Strategic TRSCHE
Share
0.7%
Value
$2m
Shares
56,626
Held
AppleAAPL
Share
0.7%
Value
$2m
Shares
7,083
-5%
NvidiaNVDA
Share
0.7%
Value
$2m
Shares
10,042
+7%
AlphabetGOOG
Share
0.6%
Value
$2m
Shares
5,207
+174%
MicrosoftMSFT
Share
0.5%
Value
$1m
Shares
3,875
Held
Applied MaterialsAMAT
Share
0.5%
Value
$1m
Shares
1,913
-9%
Ishares TRCMBS
Share
0.4%
Value
$1m
Shares
22,000
New
Simon Property GroupSPG
Share
0.4%
Value
$1m
Shares
4,664
Held
Amazon.comAMZN
Share
0.3%
Value
$864,698
Shares
3,628
+2%
AlphabetGOOGL
Share
0.3%
Value
$830,042
Shares
2,323
Held
Vanguard MUN BD FDSVTEB
Share
0.3%
Value
$785,740
Shares
15,535
-14%
Ishares TRIUSB
Share
0.3%
Value
$772,363
Shares
16,736
-91%
Berkshire HathawayBRK-B
Share
0.3%
Value
$733,071
Shares
1,465
+4%
Ishares TRESGU
Share
0.2%
Value
$675,861
Shares
4,129
-5%
Ishares TRXVV
Share
0.2%
Value
$577,222
Shares
10,164
Held
BroadcomAVGO
Share
0.2%
Value
$495,279
Shares
1,311
-6%
Vanguard Index FDSVXF
Share
0.2%
Value
$492,098
Shares
1,999
-13%
DBX ETF TRSNPE
Share
0.2%
Value
$484,020
Shares
7,029
-6%
Meta PlatformsMETA
Share
0.2%
Value
$468,468
Shares
832
+5%
Ishares TRQUAL
Share
0.2%
Value
$457,111
Shares
2,083
-8%
Ishares TREAGG
Share
0.2%
Value
$454,043
Shares
9,577
+6%
Invesco Exchange Traded FD TXMMO
Share
0.1%
Value
$417,935
Shares
2,456
Held
Ishares TRIWM
Share
0.1%
Value
$400,801
Shares
1,334
New
DBX ETF TRUSSG
Share
0.1%
Value
$391,764
Shares
5,640
Held
Ishares TRSUSL
Share
0.1%
Value
$387,337
Shares
2,918
-3%
Spdr Series TrustEFIV
Share
0.1%
Value
$386,121
Shares
5,294
-6%
State STR Spdr S&P 500 ETF TSPY
Share
0.1%
Value
$384,799
Shares
515
New
Vanguard Whitehall FDSVYM
Share
0.1%
Value
$383,500
Shares
2,427
-9%
Ishares TRIVV
Share
0.1%
Value
$378,061
Shares
505
-13%
Spdr Series TrustSDY
Share
0.1%
Value
$377,930
Shares
2,483
-10%
Vanguard Specialized FundsVIG
Share
0.1%
Value
$374,360
Shares
1,582
-13%
Eli LillyLLY
Share
0.1%
Value
$358,309
Shares
299
+6%
JPMorgan ChaseJPM
Share
0.1%
Value
$350,892
Shares
1,072
+6%
TeslaTSLA
Share
0.1%
Value
$346,995
Shares
825
+30%
Ishares TRSUSB
Share
0.1%
Value
$340,531
Shares
13,627
+3%
WalmartWMT
Share
0.1%
Value
$335,956
Shares
2,966
+12%
ExxonMobil HoldingsXOM
Share
0.1%
Value
$330,807
Shares
2,420
-8%
Costco WholesaleCOST
Share
0.1%
Value
$310,540
Shares
332
+11%
Ishares TRSMLF
Share
0.1%
Value
$297,761
Shares
3,340
-32%
Lam ResearchLRCX
Share
0.1%
Value
$294,967
Shares
681
New
IsharesESGE
Share
<0.1%
Value
$271,548
Shares
4,965
-15%
DBX ETF TRDMXU
Share
<0.1%
Value
$251,975
Shares
6,571
Held
Nushares ETF TRNUDM
Share
<0.1%
Value
$251,654
Shares
6,288
-3%
Ishares TRIJJ
Share
<0.1%
Value
$247,799
Shares
1,677
-51%
Vanguard BD Index FDSBIV
Share
<0.1%
Value
$238,329
Shares
3,107
-97%
Ishares TRSUSC
Share
<0.1%
Value
$227,447
Shares
9,824
Held
General ElectricGE
Share
<0.1%
Value
$226,279
Shares
605
New
VisaV
Share
<0.1%
Value
$216,429
Shares
631
-11%
Ishares TRACWI
Share
<0.1%
Value
$214,286
Shares
1,365
-25%
Advanced Micro DevicesAMD
Share
<0.1%
Value
$210,870
Shares
363
New

Company	Share of fund	Value	Shares	Change
Rocket CompaniesRKT	32.6%	$94m	5,939,945	Held
Wells Fargo & CompanyWFC	4.0%	$11m	137,751	Held
Ishares TRIWY	3.0%	$9m	29,791	Held
Vanguard World FDMGV	2.4%	$7m	42,136	Held
Ishares TRIWX	2.4%	$7m	64,262	-5%
Ishares TRIWL	2.3%	$7m	35,548	-3%
New York Life Investments ETHFXI	2.3%	$7m	171,934	-2%
Ishares TROEF	2.2%	$6m	17,636	-3%
Fidelity Covington TrustFENI	2.2%	$6m	159,498	+7%
Ishares TRIMTM	2.2%	$6m	118,750	+4%
Vanguard Index FDSVO	2.1%	$6m	73,048	+5%
Vanguard Index FDSVB	1.9%	$6m	18,406	+4%
Vanguard Scottsdale FDSVCIT	1.9%	$5m	64,675	+10%
Ishares TRIEI	1.8%	$5m	44,643	+120%
Ishares TRICSH	1.8%	$5m	102,902	New
Ishares TRIGSB	1.8%	$5m	97,160	New
Vanguard Index FDSVUG	1.6%	$5m	53,174	-4%
Ishares TRIQLT	1.6%	$5m	91,594	+5%
Ishares TRESGD	1.6%	$5m	43,954	+6%
Ishares TRIEF	1.6%	$4m	47,157	+10%
IsharesEMGF	1.5%	$4m	59,652	-7%
Schwab Strategic TRSCHF	1.5%	$4m	154,246	Held
Schwab Strategic TRSCHG	1.5%	$4m	124,000	Held
Vanguard Index FDSVOE	1.4%	$4m	20,646	-7%
Schwab Strategic TRFNDE	1.4%	$4m	100,988	Held
Ishares TRIWP	1.3%	$4m	25,550	+21%
Invesco QQQ TRQQQ	1.3%	$4m	5,005	-6%
Ishares Gold TRIAU	1.1%	$3m	42,941	+5%
Vanguard Index FDSVTV	1.1%	$3m	14,515	-4%
Vanguard World FDMGK	1.0%	$3m	31,982	-7%
Global X FDSPAVE	0.8%	$2m	40,879	New
First TR Exch Traded FD IIIFPEI	0.8%	$2m	117,893	-8%
Vanguard Scottsdale FDSVMBS	0.8%	$2m	47,901	-9%
Flexshares TRTDTF	0.7%	$2m	90,051	New
Schwab Strategic TRSCHE	0.7%	$2m	56,626	Held
AppleAAPL	0.7%	$2m	7,083	-5%
NvidiaNVDA	0.7%	$2m	10,042	+7%
AlphabetGOOG	0.6%	$2m	5,207	+174%
MicrosoftMSFT	0.5%	$1m	3,875	Held
Applied MaterialsAMAT	0.5%	$1m	1,913	-9%
Ishares TRCMBS	0.4%	$1m	22,000	New
Simon Property GroupSPG	0.4%	$1m	4,664	Held
Amazon.comAMZN	0.3%	$864,698	3,628	+2%
AlphabetGOOGL	0.3%	$830,042	2,323	Held
Vanguard MUN BD FDSVTEB	0.3%	$785,740	15,535	-14%
Ishares TRIUSB	0.3%	$772,363	16,736	-91%
Berkshire HathawayBRK-B	0.3%	$733,071	1,465	+4%
Ishares TRESGU	0.2%	$675,861	4,129	-5%
Ishares TRXVV	0.2%	$577,222	10,164	Held
BroadcomAVGO	0.2%	$495,279	1,311	-6%
Vanguard Index FDSVXF	0.2%	$492,098	1,999	-13%
DBX ETF TRSNPE	0.2%	$484,020	7,029	-6%
Meta PlatformsMETA	0.2%	$468,468	832	+5%
Ishares TRQUAL	0.2%	$457,111	2,083	-8%
Ishares TREAGG	0.2%	$454,043	9,577	+6%
Invesco Exchange Traded FD TXMMO	0.1%	$417,935	2,456	Held
Ishares TRIWM	0.1%	$400,801	1,334	New
DBX ETF TRUSSG	0.1%	$391,764	5,640	Held
Ishares TRSUSL	0.1%	$387,337	2,918	-3%
Spdr Series TrustEFIV	0.1%	$386,121	5,294	-6%
State STR Spdr S&P 500 ETF TSPY	0.1%	$384,799	515	New
Vanguard Whitehall FDSVYM	0.1%	$383,500	2,427	-9%
Ishares TRIVV	0.1%	$378,061	505	-13%
Spdr Series TrustSDY	0.1%	$377,930	2,483	-10%
Vanguard Specialized FundsVIG	0.1%	$374,360	1,582	-13%
Eli LillyLLY	0.1%	$358,309	299	+6%
JPMorgan ChaseJPM	0.1%	$350,892	1,072	+6%
TeslaTSLA	0.1%	$346,995	825	+30%
Ishares TRSUSB	0.1%	$340,531	13,627	+3%
WalmartWMT	0.1%	$335,956	2,966	+12%
ExxonMobil HoldingsXOM	0.1%	$330,807	2,420	-8%
Costco WholesaleCOST	0.1%	$310,540	332	+11%
Ishares TRSMLF	0.1%	$297,761	3,340	-32%
Lam ResearchLRCX	0.1%	$294,967	681	New
IsharesESGE	<0.1%	$271,548	4,965	-15%
DBX ETF TRDMXU	<0.1%	$251,975	6,571	Held
Nushares ETF TRNUDM	<0.1%	$251,654	6,288	-3%
Ishares TRIJJ	<0.1%	$247,799	1,677	-51%
Vanguard BD Index FDSBIV	<0.1%	$238,329	3,107	-97%
Ishares TRSUSC	<0.1%	$227,447	9,824	Held
General ElectricGE	<0.1%	$226,279	605	New
VisaV	<0.1%	$216,429	631	-11%
Ishares TRACWI	<0.1%	$214,286	1,365	-25%
Advanced Micro DevicesAMD	<0.1%	$210,870	363	New

Options (2)

Rocket COS
Type
Put
Value
$6m
Contracts
374,800
Alphabet
Type
Put
Value
$1m
Contracts
3,500

Company	Type	Value	Contracts
Rocket COS	Put	$6m	374,800
Alphabet	Put	$1m	3,500

Over time and by industry

Value over time

Dec '25

Jun '26

Value is down 1.2% since 30 September 2025.

Where the money is

Financial services37.0%

Technology2.8%

Media & telecom1.1%

Retail & consumer0.4%

Real estate0.4%

Everyday goods0.2%

Health care0.1%

Energy0.1%

Industrials0.1%

Other57.8%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.