13F Filings History of Veridan Wealth LLC

Latest 13F report
Q4 2025 - 13 Feb 2026
Value $
$297,633,409
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 $297,633,409 as of Q4 2025. Top holdings included RKT, WFC, IUSB, IWY, and BIV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 79 $297,633,409 +$117,572,433 -$114,310,127 +$3,262,306 RKT, WFC, IUSB, IWY, BIV 13F-HR 13 Feb 2026, 11:03
Q3 2025 79 $290,445,816 +$25,087,039 -$26,785,978 -$1,698,939 COOP, WFC, IUSB, IWY, BIV 13F-HR 12 Nov 2025, 08:51
Q1 2025 80 $221,319,211 +$10,558,436 -$6,852,091 +$3,706,345 COOP, WFC, IUSB, IWY, IWX 13F-HR 22 Apr 2025, 15:43
Q4 2024 82 $213,492,242 +$25,813,511 -$29,498,488 -$3,684,977 COOP, WFC, IUSB, IWY, OEF 13F-HR 05 Feb 2025, 10:55
Q2 2024 82 $163,806,553 $0 $0 $0 WFC, IUSB, IWY, BIV, IWL 13F-HR 10 Jul 2025, 10:15