Veridan Wealth LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 10, 2025), Veridan Wealth LLC reported 82 stock positions worth $249.3 million. Its top holding was Mr Cooper (COOP) at 32.6% of the portfolio, followed by Wells Fargo (WFC, 4.4%) and Ishr CR Unvrse Usd BD ETF-Ui (IUSB, 3.4%).
- Most Recent 13F
- Q2 2026
- Location
- WEST LINN, OR
- CIK
- 0002052405
- Portfolio Value
- $249.3M (Q2 2024)
- SEC Filing
- 0001951757-25-000611 ↗ filed Jul 10, 2025
Holdings Value
Holdings 82 stocks · $249.3M
| COOP Mr Cooper Group Inc. | 32.62% | 544,879 | $81.3M | — |
| WFC Wells Fargo & Co. | 4.41% | 137,065 | $11.0M | — |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 3.45% | 185,781 | $8.6M | — |
| IWY iShares Russell Top 200 Grow | 2.94% | 29,706 | $7.3M | — |
| BIV Vanguard Intermediate-Term B | 2.82% | 90,789 | $7.0M | — |
| IWL iShares Russell Top 200 ETF | 2.20% | 35,825 | $5.5M | — |
| IWX iShares Russell Top 200 Valu | 2.20% | 65,039 | $5.5M | — |
| OEF iShares S&P 100 ETF | 2.19% | 17,943 | $5.5M | — |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 2.17% | 41,321 | $5.4M | — |
| HFXI Nylim Ftse Intr Eq CN ETF-Ui | 2.03% | 172,081 | $5.1M | — |
| IMTM iShares MSCI Intl Momentum F | 1.98% | 107,869 | $4.9M | — |
| FENI Fidelity Enhanced Intl ETF | 1.90% | 142,422 | $4.7M | — |
| IGIB iShares 5-10Y Inv Grade Corp. | 1.87% | 87,628 | $4.7M | — |
| VCIT Vanguard Int-Term Corporate | 1.87% | 56,208 | $4.7M | — |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.85% | 16,446 | $4.6M | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.66% | 9,460 | $4.1M | — |
| VB Vanguard Most SM-Cap ETF-Usd | 1.60% | 16,858 | $4.0M | — |
| IEF iShares 7-10 Year Treasury B | 1.51% | 39,413 | $3.8M | — |
| IQLT iShares MSCI International Q | 1.45% | 83,897 | $3.6M | — |
| SCHG Schwab US Large-Cap Growth | 1.43% | 121,683 | $3.6M | — |
| ESGD iShares Trust iShares ESG Aw | 1.42% | 39,696 | $3.5M | — |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 1.38% | 20,913 | $3.4M | — |
| EMGF iShares Emerging Markets Equ | 1.32% | 63,393 | $3.3M | — |
| SCHF Schwab Intl Equity ETF | 1.32% | 149,359 | $3.3M | — |
| FNDE Schwab Fndmntl Em MRK Eq ETF | 1.29% | 97,759 | $3.2M | — |
| IWP iShares Russell Mid-Cap Grow | 1.15% | 20,679 | $2.9M | — |
| QQQ Invesco QQQ Trust Series 1 | 1.14% | 5,169 | $2.9M | — |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.04% | 14,605 | $2.6M | — |
| IAU iShares Gold Trust | 1.02% | 40,971 | $2.6M | — |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.95% | 6,448 | $2.4M | — |
| TLH iShares 10-20 Year Treasury | 0.93% | 22,937 | $2.3M | — |
| VMBS Vanguard Mortgage-Backed Sec | 0.93% | 50,059 | $2.3M | — |
| FPEI First Trust Institutional PR | 0.93% | 121,831 | $2.3M | — |
| IEI iShares 3-7 Year Treasury Bo | 0.90% | 18,867 | $2.2M | — |
| SCHP Schwab U.S. Tips ETF | 0.89% | 83,277 | $2.2M | — |
| MSFT Microsoft Corp. | 0.73% | 3,650 | $1.8M | — |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.65% | 53,347 | $1.6M | — |
| NVDA Nvidia Corp. | 0.62% | 9,734 | $1.5M | — |
| AAPL Apple Inc. | 0.57% | 6,873 | $1.4M | — |
| AMZN Amazon.com Inc. | 0.33% | 3,800 | $834K | — |
| SPG Simon Property Group Inc. | 0.29% | 4,459 | $717K | — |
| COST Costco Wholesale Corp. | 0.29% | 724 | $716K | — |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.27% | 13,529 | $663K | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.26% | 1,341 | $651K | — |
| ESGU iShares ESG Aware MSCI USA | 0.24% | 4,496 | $608K | — |
| META Meta Platforms Inc. Class A | 0.23% | 784 | $579K | — |
| XVV iShares ESG Select Screened | 0.20% | 10,596 | $505K | — |
| QUAL iShares MSCI USA Quality Fac | 0.18% | 2,521 | $461K | — |
| GOOGL Alphabet Inc. Class A | 0.18% | 2,557 | $451K | — |
| VXF Vanguard Extended Market ETF | 0.18% | 2,334 | $450K | — |
| SNPE Xtrckr S&P 500 Scor&scrn ETF | 0.17% | 7,831 | $433K | — |
| EAGG iShares ESG Aware US Aggrega | 0.17% | 9,028 | $429K | — |
| GOOG Alphabet Inc. Class C | 0.17% | 2,409 | $427K | — |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.17% | 3,381 | $418K | — |
| AVGO Broadcom Inc. | 0.15% | 1,384 | $381K | — |
| AMAT Applied Materials Inc. | 0.15% | 2,075 | $380K | — |
| PG The Procter & Gamble Co. | 0.15% | 2,342 | $373K | — |
| SDY SS SPDR S&P Dividend ETF | 0.15% | 2,733 | $371K | — |
| IVV iShares Core S&P 500 ETF | 0.15% | 586 | $364K | — |
| VIG Vanguard Dividend Apprec ETF | 0.14% | 1,759 | $360K | — |
| VYM Vanguard High DVD Yield ETF | 0.14% | 2,684 | $358K | — |
| EFIV SS SPDR S&P 500 ESG ETF | 0.14% | 5,913 | $346K | — |
| SUSB iShares ESG Aware 1-5 Year U | 0.14% | 13,608 | $343K | — |
| XMMO Invesco S&P Midcap Momentum | 0.14% | 2,638 | $339K | — |
| SUSL iShares ESG MSCI USA Leaders | 0.14% | 3,117 | $338K | — |
| USSG Xtrackers MSCI USA Sele Eqty | 0.13% | 5,909 | $336K | — |
| JPM JPMorgan Chase & Co. | 0.13% | 1,106 | $321K | — |
| WMT Walmart Inc. | 0.12% | 3,042 | $297K | — |
| XOM Exxon Mobil Corp. | 0.11% | 2,526 | $272K | — |
| PANW Palo Alto Networks Inc. | 0.10% | 1,264 | $259K | — |
| V Visa Inc. Class A | 0.10% | 708 | $251K | — |
| NKE Nike Inc. Class B | 0.10% | 3,535 | $251K | — |
| SMLF iShares US Smallcap Equity F | 0.10% | 3,612 | $245K | — |
| NOW ServiceNow Inc. | 0.10% | 235 | $242K | — |
| RWL Invesco S&P 500 Revenue ETF | 0.10% | 2,306 | $241K | — |
| ESGE iShares Inc. iShares ESG Awar | 0.10% | 6,067 | $238K | — |
| ACWI iShares MSCI Acwi ETF | 0.09% | 1,809 | $233K | — |
| SUSC iShares ESG Aware Usd Corpor | 0.09% | 9,940 | $231K | — |
| LLY Eli Lilly & Co. | 0.09% | 291 | $227K | — |
| NUDM Nuveen ESG Intl Devel MRK Eq | 0.09% | 6,343 | $225K | — |
| TSLA Tesla Inc. | 0.09% | 705 | $224K | — |
| DMXU Xtrckr BBG Dev MK Ex Use ETF | 0.09% | 6,648 | $224K | — |
Portfolio Sells Q2 2024
No earlier filing to compare with.
Portfolio Buys Q2 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 84 | $286.8M | RKT, WFC, IWY, MGV, IWX |
| Q1 2026 | 79 | $265.1M | RKT, WFC, IUSB, IWY, BIV |
| Q4 2025 | 79 | $297.6M | RKT, WFC, IUSB, IWY, BIV |
| Q3 2025 | 79 | $290.4M | COOP, WFC, IUSB, IWY, BIV |
| Q1 2025 | 80 | $221.3M | COOP, WFC, IUSB, IWY, IWX |
| Q4 2024 | 82 | $213.5M | COOP, WFC, IUSB, IWY, OEF |
| Q2 2024 | 82 | $249.3M | COOP, WFC, IUSB, IWY, BIV |