Veridan Wealth LLC

13F Filings History

Latest 13F report: Q1 2025 - Apr 22, 2025
Value $: $221M
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 80 stock holdings with total value $221M as of Q1 2025. Top holdings included COOP, WFC, IUSB, IWY, and IWX.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
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