Veridan Wealth LLC

Q3 2026 13F-HR Holdings

Location
West Linn, OR
Holdings as of
9/30/2026
Date filed
11/13/2026
Form type
13F-HR
Num holdings
89
Total value ($000)
$271,656
Net value change ($000)
-22,306 (-7.6%)
New positions
6
Sold out positions
3
Turnover %
1.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/10/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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)
MSFT 537 37.2%
VXUS 504 NEW
XOM 391 NEW
ICSH 377 7.2%
ADP 358 NEW
IAU 355 11.0%
VOO 346 NEW
OEF 345 5.3%
VTI 316 NEW
NVDA 309 15.4%
Top Reduces (Value $000, Stocks/ETFs)
RKT -25,185 -26.9%
AMAT -403 -29.1%
WFC -360 -3.2%
XOM -331 -100.0%
VB -287 -5.1%
VO -246 -4.2%
BIV -238 -100.0%
GE -226 -100.0%
IWP -178 -4.8%
SPG -110 -10.5%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 5,507 (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