Veridan Wealth LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 5, 2025), Veridan Wealth LLC reported 82 stock positions worth $213.5 million. Its top holding was Mr Cooper (COOP) at 26.3% of the portfolio, followed by Wells Fargo (WFC, 5.0%) and Ishr CR Unvrse Usd BD ETF-Ui (IUSB, 4.0%).
- Most Recent 13F
- Q2 2026
- Location
- WEST LINN, OR
- CIK
- 0002052405
- Portfolio Value
- $213.5M (Q4 2024)
- SEC Filing
- 0001951757-25-000185 ↗ filed Feb 5, 2025
Holdings Value
Holdings 82 stocks · $213.5M
| COOP Mr Cooper Group Inc. | 26.34% | 545,900 | $56.2M | — |
| WFC Wells Fargo & Co. | 5.02% | 137,104 | $10.7M | — |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 3.97% | 187,176 | $8.5M | — |
| IWY iShares Russell Top 200 Grow | 3.20% | 28,987 | $6.8M | — |
| OEF iShares S&P 100 ETF | 2.41% | 17,642 | $5.2M | — |
| DBEF Xtrackers MSCI Eafe Hedged E | 2.20% | 109,107 | $4.7M | — |
| HFXI Nylim Ftse Intr Eq CN ETF-Ui filed as NEW YORK LIFE INVESTMENTS ET | 2.20% | 174,470 | $4.7M | — |
| IWX iShares Russell Top 200 Valu | 2.19% | 56,356 | $4.7M | — |
| IWL iShares Russell Top 200 ETF | 2.17% | 31,420 | $4.6M | — |
| IMTM iShares MSCI Intl Momentum F | 2.14% | 117,839 | $4.6M | — |
| BIV Vanguard Intermediate-Term B | 2.12% | 60,512 | $4.5M | — |
| BLV Vanguard Long-Term Bond ETF | 2.12% | 65,836 | $4.5M | — |
| IGIB iShares 5-10Y Inv Grade Corp. | 2.10% | 86,712 | $4.5M | — |
| VCIT Vanguard Int-Term Corporate | 2.10% | 55,592 | $4.5M | — |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 2.02% | 33,063 | $4.3M | — |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 2.02% | 15,666 | $4.3M | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.95% | 10,038 | $4.2M | — |
| IQLT iShares MSCI International Q | 1.68% | 92,902 | $3.6M | — |
| ESGD iShares Trust iShares ESG Aw | 1.63% | 44,413 | $3.5M | — |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 1.51% | 19,515 | $3.2M | — |
| SCHF Schwab Intl Equity ETF | 1.48% | 165,812 | $3.2M | — |
| FNDE Schwab Fndmntl Em MRK Eq ETF | 1.44% | 104,394 | $3.1M | — |
| EMGF iShares Emerging Markets Equ | 1.44% | 67,553 | $3.1M | — |
| SCHG Schwab US Large-Cap Growth | 1.43% | 108,103 | $3.0M | — |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 1.39% | 13,700 | $3.0M | — |
| IWP iShares Russell Mid-Cap Grow | 1.26% | 20,036 | $2.7M | — |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.21% | 14,617 | $2.6M | — |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 1.08% | 6,703 | $2.3M | — |
| QQQ Invesco QQQ Trust Series 1 | 1.08% | 4,435 | $2.3M | — |
| VMBS Vanguard Mortgage-Backed Sec | 1.06% | 49,775 | $2.3M | — |
| FPEI First Trust Institutional PR | 1.04% | 119,204 | $2.2M | — |
| HYDB iShares High Yield Systemati | 1.04% | 47,126 | $2.2M | — |
| IEF iShares 7-10 Year Treasury B | 0.85% | 19,465 | $1.8M | — |
| IJR iShares Core S&P Small-Cap E | 0.85% | 15,452 | $1.8M | — |
| EWX State Street SPDR S&P Emergi | 0.73% | 27,136 | $1.5M | — |
| XMMO Invesco S&P Midcap Momentum | 0.70% | 11,568 | $1.5M | — |
| AAPL Apple Inc. | 0.67% | 6,308 | $1.4M | — |
| MSFT Microsoft Corp. | 0.66% | 3,419 | $1.4M | — |
| ISCG iShares Morningstar Small-Ca | 0.64% | 26,652 | $1.4M | — |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.63% | 15,532 | $1.4M | — |
| NVDA Nvidia Corp. | 0.55% | 10,055 | $1.2M | — |
| AMZN Amazon.com Inc. | 0.39% | 3,545 | $842K | — |
| SPG Simon Property Group Inc. | 0.38% | 4,722 | $819K | — |
| ESGU iShares ESG Aware MSCI USA | 0.34% | 5,503 | $723K | — |
| XVV iShares ESG Select Screened | 0.29% | 13,458 | $621K | — |
| EAGG iShares ESG Aware US Aggrega | 0.28% | 12,643 | $589K | — |
| VXF Vanguard Extended Market ETF | 0.27% | 2,887 | $570K | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.25% | 1,168 | $543K | — |
| META Meta Platforms Inc. Class A | 0.25% | 752 | $525K | — |
| SNPE Xtrckr S&P 500 Scor&scrn ETF | 0.24% | 9,521 | $511K | — |
| QUAL iShares MSCI USA Quality Fac | 0.23% | 2,705 | $494K | — |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.21% | 3,487 | $446K | — |
| SUSB iShares ESG Aware 1-5 Year U | 0.21% | 18,004 | $445K | — |
| GOOG Alphabet Inc. Class C | 0.21% | 2,162 | $438K | — |
| GOOGL Alphabet Inc. Class A | 0.20% | 2,140 | $431K | — |
| IVV iShares Core S&P 500 ETF | 0.20% | 708 | $425K | — |
| EFIV SS SPDR S&P 500 ESG ETF | 0.19% | 7,179 | $408K | — |
| USSG Xtrackers MSCI USA Sele Eqty | 0.19% | 7,477 | $407K | — |
| SUSL iShares ESG MSCI USA Leaders | 0.19% | 3,856 | $400K | — |
| SDY SS SPDR S&P Dividend ETF | 0.18% | 2,918 | $391K | — |
| PG The Procter & Gamble Co. | 0.18% | 2,289 | $386K | — |
| AMAT Applied Materials Inc. | 0.18% | 2,157 | $386K | — |
| COST Costco Wholesale Corp. | 0.18% | 374 | $376K | — |
| VIG Vanguard Dividend Apprec ETF | 0.17% | 1,794 | $362K | — |
| SMLF iShares US Smallcap Equity F | 0.15% | 4,488 | $312K | — |
| SUSC iShares ESG Aware Usd Corpor | 0.14% | 13,316 | $303K | — |
| AVGO Broadcom Inc. | 0.14% | 1,377 | $300K | — |
| XOM Exxon Mobil Corp. | 0.14% | 2,798 | $300K | — |
| VYM Vanguard High DVD Yield ETF | 0.14% | 2,199 | $290K | — |
| WMT Walmart Inc. | 0.13% | 2,874 | $286K | — |
| JPM JPMorgan Chase & Co. | 0.13% | 1,065 | $284K | — |
| DMXU Xtrckr BBG Dev MK Ex Use ETF | 0.13% | 9,185 | $277K | — |
| NUDM Nuveen ESG Intl Devel MRK Eq | 0.13% | 8,912 | $277K | — |
| ESGE iShares Inc. iShares ESG Awar | 0.13% | 8,094 | $277K | — |
| TSLA Tesla Inc. | 0.13% | 714 | $274K | — |
| V Visa Inc. Class A | 0.12% | 764 | $264K | — |
| ACWI iShares MSCI Acwi ETF | 0.12% | 2,152 | $259K | — |
| PANW Palo Alto Networks Inc. | 0.11% | 1,301 | $238K | — |
| RWL Invesco S&P 500 Revenue ETF | 0.11% | 2,317 | $237K | — |
| NOW ServiceNow Inc. | 0.11% | 227 | $232K | — |
| LLY Eli Lilly & Co. | 0.11% | 277 | $224K | — |
| FMDE Fidelity Enhanced Mid Cap Co. | 0.10% | 6,140 | $210K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 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 |