Veridan Wealth LLC
Q3 2025 13F Holdings
- Locationwest linn, OR
- Num holdings
79
- Value ($000)
$290,446
- Date Filed11/12/2025
- Form type13F-HR
- CIK0002052405
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
COOP MR COOPER GROUP INC | COM | 62482R107 | $113.83 M | 39 % | 539,995 | ||
WFC WELLS FARGO CO NEW | COM | 949746101 | $11.49 M | 4 % | 137,065 | ||
IUSB ISHARES TR | CORE TOTAL USD | 46434V613 | $8.63 M | 3 % | 184,683 | ||
IWY ISHARES TR | RUS TP200 GR ETF | 464289438 | $8.18 M | 3 % | 29,910 | ||
BIV VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 | $7.01 M | 2 % | 89,744 | ||
IWL ISHARES TR | RUS TOP 200 ETF | 464289446 | $6.02 M | 2 % | 36,218 | ||
OEF ISHARES TR | S&P 100 ETF | 464287101 | $6.00 M | 2 % | 18,036 | ||
IWX ISHARES TR | RUS TP200 VL ETF | 464289420 | $5.83 M | 2 % | 66,388 | ||
MGV VANGUARD WORLD FD | MEGA CAP VAL ETF | 921910840 | $5.82 M | 2 % | 42,247 | ||
HFXI NEW YORK LIFE INVESTMENTS ET | NYLI FTSE INTERN | 45409B560 | $5.25 M | 2 % | 169,307 |
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