Veridan Wealth LLC
All 13F Filings
- Location
- West Linn, OR
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 293,962
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/10/2026 | 86 | 293,962 | 13F-HR | Veridan Wealth LLC |
| Q1 2026 | 5/15/2026 | 80 | 270,392 | 13F-HR | Veridan Wealth LLC |
| Q4 2025 | 2/13/2026 | 79 | 297,633 | 13F-HR | Veridan Wealth LLC |
| Q3 2025 | 11/12/2025 | 79 | 290,446 | 13F-HR | Veridan Wealth LLC |
| Q2 2024 | 7/10/2025 | 82 | 249,268 | 13F-HR | Veridan Wealth LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
7.14 K
(2.4% of total reported value)
· QoQ Δ:
+1.799 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 138.4 K | 48.3% | 16.27 K | 0 | 16.27 K |
| ETFs | 148.4 K | 51.7% | 5.498 K | 0 | 5.498 K |
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Fund Snapshot
Q2 2026
Latest filed
8/10/2026
Total value ($000)
293,962
Holdings
86
QoQ value change ($000)
23,570
(8.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.