Veridan Wealth LLC
All 13F Filings
- Location
- West Linn, OR
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 270,392
- Description
- —
- Website
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- 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 |
|---|---|---|---|---|---|
| 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):
5.341 K
(2.0% of total reported value)
· QoQ Δ:
+5.341 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 122.2 K | 46.1% | 0 | 91.84 K | -91.84 K |
| ETFs | 142.9 K | 53.9% | 68.17 K | 0 | 68.17 K |
| Other | 0 | 0.0% | 0 | 8.901 K | -8.901 K |
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Fund Snapshot
Q1 2026
Latest filed
5/15/2026
Total value ($000)
270,392
Holdings
80
QoQ value change ($000)
-27,241
(-9.2%)
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.