Veridan Wealth LLC
CIK 0002052405 · WEST LINN, OR · Quarter end: 2026-06-30 · Filed on: 2026-08-10 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$294.0M
2026 Q2
Positions
86
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
54.3%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
RKT
ROCKET COS INC
31.8%
WFC
WELLS FARGO & CO
3.9%
IWY
ISHARES TR
2.9%
MGV
VANGUARD WORLD FD
2.3%
IWX
ISHARES TR
2.3%
IWL
ISHARES TR
2.2%
HFXI
NEW YORK LIFE INVESTMENTS ET
2.2%
OEF
ISHARES TR
2.2%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.