Titelia

Holdings of Veridan Wealth LLC

71 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 57.8 % of the equity sleeve

Sector breakdown

  • Funds 5.2 %
  • Financials 4.7 %
  • Technology 2.4 %
  • Communication 0.7 %
  • Consumer discretionary 0.4 %
  • Consumer staples 0.4 %
  • Real estate 0.3 %
  • Health care 0.2 %
  • Energy 0.2 %
  • Unattributed 85.6 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US71256.9M $100.00 %

Positions

RankCompanySharesValueWeight
1Rocket Cos Inc 5,939,94584.6M $
2Wells Fargo & Co 137,06510.9M $
3iShares Trust 191,1788.8M $
4iShares Russell Top 200 Growth 29,6797.4M $
5Vanguard Bond Index Funds 91,8447.1M $
6iShares Trust 67,2976.2M $
7Vanguard World Fund 42,6906.2M $
8iShares Trust 36,5585.9M $
9Ishares S&p 100 Etf 18,1715.8M $
10Fidelity Covington Trust 149,0465.5M $
11iShares Trust 113,9565.5M $
12Vanguard Mid-Cap ETF 17,3695M $
13Vanguard Intermediate-Term Corporate Bond ETF 58,6724.9M $
14iShares 5-10 Year Investment Grade Corporate Bond ETF 89,2644.8M $
15Vanguard Small-Cap ETF 17,7314.6M $
16iShares Trust 42,8724.1M $
17Vanguard Index Funds 22,0944.1M $
18iShares MSCI International Quality Factor ETF 86,9924M $
19Vanguard Growth ETF 9,1894M $
20iShares ESG Aware MSCI EAFE ETF 41,4364M $
21SCHWAB STRATEGIC TRUST 102,4273.9M $
22iShares Emerging Markets Equity Factor ETF 64,4113.9M $
23Schwab International Equity ETF 155,9143.9M $
24Schwab Strategic Trust 123,8533.6M $
25Ishares Gold Trust 40,8893.6M $
26Invesco QQQ Trust Series 1 5,3453.1M $
27Vanguard Value ETF 15,1103M $
28iShares Trust 21,1432.7M $
29Vanguard Mega Cap Growth ETF 6,8512.5M $
30Vanguard Scottsdale Funds 52,5432.5M $
31First Trust Exchange-Traded Fund III 128,0092.4M $
32iShares Trust 20,3332.4M $
33iShares Trust 23,3452.4M $
34Schwab US TIPS ETF 84,9732.3M $
35Apple Inc 7,4351.9M $
36Schwab Emerging Markets Equity ETF 56,2561.9M $
37NVIDIA Corp 9,4161.6M $
38Microsoft Corp 3,9361.5M $
39Vanguard Tax-Exempt Bond Index ETF 18,061901.1K $
40Simon Property Group Inc 4,618861.4K $
41Amazon.com Inc 3,548738.9K $
42Applied Materials Inc 2,112721.7K $
43Alphabet Inc 2,345674.4K $
44Berkshire Hathaway Inc 1,406673.8K $
45iShares ESG Aware MSCI USA ETF 4,337613.3K $
46Alphabet Inc 1,903546K $
47Vanguard Extended Market ETF 2,301473.6K $
48Meta Platforms Inc 795454.8K $
49iShares S&P Mid-Cap 400 Value ETF 3,410451.8K $
50Exxon Mobil Corp 2,620444.4K $
51DBX ETF Trust 7,442443.2K $
52iShares Trust 2,276436.5K $
53Broadcom Inc 1,400433.3K $
54iShares ESG Aware U.S. Aggregate Bond ETF 9,013428.6K $
55State Street SPDR S&P Dividend ETF 2,748401.1K $
56Vanguard High Dividend Yield E 2,671395.6K $
57VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 1,821391.5K $
58iShares Core S&P 500 ETF 582380.5K $
59iShares Trust 4,940372.9K $
60Invesco S&P MidCap Momentum ET 2,476359.1K $
61Procter & Gamble Co/The 2,406347.5K $
62iShares Trust 3,000340.8K $
63Walmart Inc 2,637327.8K $
64JPMorgan Chase & Co 1,016298.7K $
65Costco Wholesale Corp 299297.5K $
66iShares ESG Aware MSCI EM ETF 5,809264.1K $
67Eli Lilly & Co 283260.6K $
68iShares Trust 1,819251.7K $
69Tesla Inc 634235.7K $
70Visa Inc 711214.8K $
71McKesson Corp 247213.4K $