Veridan Wealth LLC

Q1 2026 13F-HR Holdings

Location
West Linn, OR
Holdings as of
3/31/2026
Date filed
5/15/2026
Form type
13F-HR
Num holdings
80
Total value ($000)
$270,392
Net value change ($000)
-27,241 (-9.2%)
New positions
1
Sold out positions
1
Turnover %
0.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
HFXI 354 6.4%
FNDE 311 8.6%
IAU 305 9.2%
FENI 262 5.0%
EMGF 245 6.7%
MCK 213 NEW
VOE 212 5.5%
SCHWAB STRATEGIC TRUST 199 5.4%
AMAT 192 36.2%
IQLT 174 4.5%
Top Reduces (Value $000, Stocks/ETFs)
RKT -30,353 -26.4%
WFC -1,863 -14.6%
IWY -884 -10.7%
VUG -576 -12.5%
SCHG -409 -10.2%
OEF -400 -6.5%
IWL -320 -5.2%
COST -282 -48.6%
MSFT -244 -14.3%
IWP -219 -7.5%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 5,341 (2.0% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type