Veridan Wealth LLC
13F Portfolio Filings
Most recent 13F Q1 2026Location west linn, ORCIK 0002052405All SEC filings
Q1 2026 Summary
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
80 | $270.39M | RKT, WFC, IUSB, IWY | 13F-HR | May 15, 2026 | 000195175726000871 | ||
79 | $297.63M | RKT, WFC, IUSB, IWY | 13F-HR | Feb 13, 2026 | 000195175726000451 | ||
79 | $290.45M | COOP, WFC, IUSB, IWY | 13F-HR | Nov 12, 2025 | 000195175725001380 | ||
80 | $221.32M | COOP, WFC, IUSB, IWY | 13F-HR | Apr 22, 2025 | 000195175725000411 | ||
82 | $213.49M | COOP, WFC, IUSB, IWY | 13F-HR | Feb 5, 2025 | 000195175725000185 | ||
82 | $249.27M | COOP, WFC, IUSB, IWY | 13F-HR | Jul 10, 2025 | 000195175725000611 |