Veridan Wealth LLC

13F Filings History

Latest 13F report
Q3 2025 - Nov 12, 2025
Value $
$290M
Signature - Title
Laura Steagall-Cissell - Chief Compliance Officer
Location
West Linn, OR
Summary
This page shows a list of all the recent 13F filings made by Veridan Wealth LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Veridan Wealth LLC reported 79 stock holdings with total value $290M as of Q3 2025. Top holdings included COOP, WFC, IUSB, IWY, and BIV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2025 79 $290M +$25.1M -$26.8M -$1.7M COOP, WFC, IUSB, IWY, BIV 13F-HR 11/12/2025, 08:51 AM
Q1 2025 80 $221M +$10.6M -$6.85M +$3.71M COOP, WFC, IUSB, IWY, IWX 13F-HR 4/22/2025, 03:43 PM
Q4 2024 82 $213M +$25.8M -$29.5M -$3.68M COOP, WFC, IUSB, IWY, OEF 13F-HR 2/5/2025, 10:55 AM
Q2 2024 82 $164M $0 $0 WFC, IUSB, IWY, BIV, IWL 13F-HR 7/10/2025, 10:15 AM