Veridan Wealth LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 12, 2025), Veridan Wealth LLC reported 79 stock positions worth $290.4 million. Its top holding was Mr Cooper (COOP) at 39.2% of the portfolio, followed by Wells Fargo (WFC, 4.0%) and Ishr CR Unvrse Usd BD ETF-Ui (IUSB, 3.0%).
- Most Recent 13F
- Q2 2026
- Location
- WEST LINN, OR
- CIK
- 0002052405
- Portfolio Value
- $290.4M (Q3 2025)
- SEC Filing
- 0001951757-25-001380 ↗ filed Nov 12, 2025
Holdings Value
Holdings 79 stocks · $290.4M
| COOP Mr Cooper Group Inc. | 39.19% | 539,995 | $113.8M | — |
| WFC Wells Fargo & Co. | 3.96% | 137,065 | $11.5M | — |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 2.97% | 184,683 | $8.6M | — |
| IWY iShares Russell Top 200 Grow | 2.82% | 29,910 | $8.2M | — |
| BIV Vanguard Intermediate-Term B | 2.41% | 89,744 | $7.0M | — |
| IWL iShares Russell Top 200 ETF | 2.07% | 36,218 | $6.0M | — |
| OEF iShares S&P 100 ETF | 2.07% | 18,036 | $6.0M | — |
| IWX iShares Russell Top 200 Valu | 2.01% | 66,388 | $5.8M | — |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 2.00% | 42,247 | $5.8M | — |
| HFXI Nylim Ftse Intr Eq CN ETF-Ui filed as NEW YORK LIFE INVESTMENTS ET | 1.81% | 169,307 | $5.3M | — |
| IMTM iShares MSCI Intl Momentum F | 1.77% | 107,309 | $5.1M | — |
| FENI Fidelity Enhanced Intl ETF | 1.74% | 143,350 | $5.1M | — |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.70% | 16,814 | $4.9M | — |
| VCIT Vanguard Int-Term Corporate | 1.62% | 56,023 | $4.7M | — |
| IGIB iShares 5-10Y Inv Grade Corp. | 1.62% | 86,843 | $4.7M | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.55% | 9,390 | $4.5M | — |
| VB Vanguard Most SM-Cap ETF-Usd | 1.53% | 17,466 | $4.4M | — |
| SCHG Schwab US Large-Cap Growth | 1.36% | 123,569 | $3.9M | — |
| IEF iShares 7-10 Year Treasury B | 1.31% | 39,553 | $3.8M | — |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 1.29% | 21,458 | $3.7M | — |
| IQLT iShares MSCI International Q | 1.27% | 83,598 | $3.7M | — |
| ESGD iShares Trust iShares ESG Aw | 1.27% | 39,643 | $3.7M | — |
| EMGF iShares Emerging Markets Equ | 1.22% | 62,509 | $3.5M | — |
| FNDE Schwab Fndmntl Em MRK Eq ETF | 1.21% | 97,345 | $3.5M | — |
| SCHF Schwab Intl Equity ETF | 1.19% | 148,629 | $3.5M | — |
| QQQ Invesco QQQ Trust Series 1 | 1.08% | 5,215 | $3.1M | — |
| IAU iShares Gold Trust | 1.04% | 41,652 | $3.0M | — |
| IWP iShares Russell Mid-Cap Grow | 1.03% | 21,090 | $3.0M | — |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.96% | 14,896 | $2.8M | — |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.89% | 6,448 | $2.6M | — |
| FPEI First Trust Institutional PR | 0.81% | 121,812 | $2.4M | — |
| TLH iShares 10-20 Year Treasury | 0.81% | 22,867 | $2.4M | — |
| VMBS Vanguard Mortgage-Backed Sec | 0.80% | 49,636 | $2.3M | — |
| IEI iShares 3-7 Year Treasury Bo | 0.78% | 19,029 | $2.3M | — |
| SCHP Schwab U.S. Tips ETF | 0.77% | 83,313 | $2.2M | — |
| MSFT Microsoft Corp. | 0.63% | 3,509 | $1.8M | — |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.61% | 53,271 | $1.8M | — |
| AAPL Apple Inc. | 0.59% | 6,774 | $1.7M | — |
| NVDA Nvidia Corp. | 0.59% | 9,139 | $1.7M | — |
| SPG Simon Property Group Inc. | 0.29% | 4,510 | $846K | — |
| AMZN Amazon.com Inc. | 0.26% | 3,394 | $745K | — |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.24% | 14,133 | $708K | — |
| ESGU iShares ESG Aware MSCI USA | 0.22% | 4,481 | $652K | — |
| COST Costco Wholesale Corp. | 0.22% | 704 | $652K | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.22% | 1,295 | $651K | — |
| XVV iShares ESG Select Screened | 0.19% | 10,600 | $546K | — |
| GOOGL Alphabet Inc. Class A | 0.18% | 2,104 | $511K | — |
| GOOG Alphabet Inc. Class C | 0.17% | 2,020 | $492K | — |
| META Meta Platforms Inc. Class A | 0.17% | 663 | $487K | — |
| VXF Vanguard Extended Market ETF | 0.17% | 2,302 | $482K | — |
| SNPE Xtrckr S&P 500 Scor&scrn ETF | 0.16% | 7,828 | $470K | — |
| QUAL iShares MSCI USA Quality Fac | 0.16% | 2,393 | $465K | — |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.15% | 3,390 | $440K | — |
| EAGG iShares ESG Aware US Aggrega | 0.15% | 9,123 | $438K | — |
| AVGO Broadcom Inc. | 0.15% | 1,306 | $431K | — |
| AMAT Applied Materials Inc. | 0.15% | 2,058 | $421K | — |
| VIG Vanguard Dividend Apprec ETF | 0.13% | 1,766 | $381K | — |
| SDY SS SPDR S&P Dividend ETF | 0.13% | 2,712 | $380K | — |
| IVV iShares Core S&P 500 ETF | 0.13% | 565 | $378K | — |
| VYM Vanguard High DVD Yield ETF | 0.13% | 2,673 | $377K | — |
| EFIV SS SPDR S&P 500 ESG ETF | 0.13% | 5,910 | $376K | — |
| SUSL iShares ESG MSCI USA Leaders | 0.13% | 3,118 | $365K | — |
| USSG Xtrackers MSCI USA Sele Eqty | 0.12% | 5,912 | $363K | — |
| SUSB iShares ESG Aware 1-5 Year U | 0.12% | 13,761 | $348K | — |
| PG The Procter & Gamble Co. | 0.12% | 2,258 | $347K | — |
| XMMO Invesco S&P Midcap Momentum | 0.11% | 2,468 | $334K | — |
| JPM JPMorgan Chase & Co. | 0.10% | 921 | $290K | — |
| WMT Walmart Inc. | 0.10% | 2,784 | $287K | — |
| XOM Exxon Mobil Corp. | 0.10% | 2,457 | $277K | — |
| SMLF iShares US Smallcap Equity F | 0.09% | 3,616 | $269K | — |
| TSLA Tesla Inc. | 0.09% | 595 | $265K | — |
| ESGE iShares Inc. iShares ESG Awar | 0.09% | 6,064 | $263K | — |
| ACWI iShares MSCI Acwi ETF | 0.09% | 1,809 | $250K | — |
| NUDM Nuveen ESG Intl Devel MRK Eq | 0.08% | 6,344 | $239K | — |
| SUSC iShares ESG Aware Usd Corpor | 0.08% | 10,048 | $237K | — |
| NKE Nike Inc. Class B | 0.08% | 3,347 | $233K | — |
| DMXU Xtrckr BBG Dev MK Ex Use ETF | 0.08% | 6,646 | $230K | — |
| PANW Palo Alto Networks Inc. | 0.08% | 1,102 | $224K | — |
| V Visa Inc. Class A | 0.08% | 655 | $224K | — |
Portfolio Sells Q3 2025
No earlier filing to compare with.
Portfolio Buys Q3 2025
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 |