Veridan Wealth LLC

Q3 2025 13F Holdings

  • Location
    west linn, OR
  • Num holdings

    79

  • Value ($000)

    $290,446

  • Date Filed
    11/12/2025
  • Form type
    13F-HR
  • CIK
    0002052405
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
C
COOP

MR COOPER GROUP INC

COM
62482R107
$113.83M
39 %

539,995

W
WFC

WELLS FARGO CO NEW

COM
949746101
$11.49M
4 %

137,065

I
IUSB

ISHARES TR

CORE TOTAL USD
46434V613
$8.63M
3 %

184,683

I
IWY

ISHARES TR

RUS TP200 GR ETF
464289438
$8.18M
3 %

29,910

B
BIV

VANGUARD BD INDEX FDS

INTERMED TERM
921937819
$7.01M
2 %

89,744

I
IWL

ISHARES TR

RUS TOP 200 ETF
464289446
$6.02M
2 %

36,218

O
OEF

ISHARES TR

S&P 100 ETF
464287101
$6.00M
2 %

18,036

I
IWX

ISHARES TR

RUS TP200 VL ETF
464289420
$5.83M
2 %

66,388

M
MGV

VANGUARD WORLD FD

MEGA CAP VAL ETF
921910840
$5.82M
2 %

42,247

H
HFXI

NEW YORK LIFE INVESTMENTS ET

NYLI FTSE INTERN
45409B560
$5.25M
2 %

169,307

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 79