Veridan Wealth LLC Portfolio Holdings

Veridan Wealth LLC

$290 Billion
Q3 2025

Veridan Wealth LLC has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $290 Billion distributed in 79 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Mr. Cooper Group Inc. with a value of $114B, Wells Fargo & Company with a value of $11.5B, Ishares Core Total Usd Bond Ma with a value of $8.63B, Ishares Tr Russell 200 Growth with a value of $8.18B, and Vanguard Bd Index Fd Inc Inter with a value of $7.01B.

Examining the 13F form we can see an increase of $69.1B in the current position value, from $221B to 290B.

Veridan Wealth LLC is based out at West Linn, OR

Below you can find more details about Veridan Wealth LLC portfolio as well as his latest detailed transactions.

Portfolio value $290 Billion

ETFs: $147 Billion

Financial Services: $126 Billion

Technology: $6.32 Billion

Communication Services: $1.49 Billion

Consumer Defensive: $1.29 Billion

Consumer Cyclical: $1.24 Billion

Real Estate: $846 Million

Energy: $277 Million

Other: $0

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
COOP Mr. Cooper Group Inc. Financial Services	$14.9B	$114 Billion 39.19% of portfolio	539,995	Q3 2025 Reduced 0.96%
WFC Wells Fargo & Company Financial Services	$317B	$11.5 Billion 3.96% of portfolio	137,065	Q3 2025 Reduced 0.01%
IUSB Ishares Core Total Usd Bond Ma ETFs	$0	$8.63 Billion 2.97% of portfolio	184,683	Q3 2025 Reduced 1.48%
IWY Ishares Tr Russell 200 Growth ETFs	$0	$8.18 Billion 2.82% of portfolio	29,910	Q3 2025 Reduced 8.8%
BIV Vanguard Bd Index Fd Inc Inter ETFs	$0	$7.01 Billion 2.41% of portfolio	89,744	Q3 2025 Added 46.33%
IWL Ishares Tr Russell 200 ETF ETFs	$0	$6.02 Billion 2.07% of portfolio	36,218	Q3 2025 Reduced 4.47%
OEF Ishares S&P 100 ETF ETFs	$0	$6 Billion 2.07% of portfolio	18,036	Q3 2025 Reduced 6.57%
IWX Ishares Tr Russell 200 Value E ETFs	$0	$5.83 Billion 2.01% of portfolio	66,388	Q3 2025 Reduced 1.13%
MGV Vanguard Mega Cap Value ETFs	$0	$5.82 Billion 2.0% of portfolio	42,247	Q3 2025 Added 0.99%

HFXI Indexiq Iq 50 Percent Hedged F ETFs	$0	$5.25 Billion 1.81% of portfolio	169,307	Q3 2025 Reduced 6.07%
IMTM Ishares Msci Intl Momentum Fac ETFs	$0	$5.14 Billion 1.77% of portfolio	107,309	Q3 2025 Reduced 8.58%
Fidelity Covington Trust	-	$5.06 Billion 1.74% of portfolio	-	Q3 2025 New
VO Vanguard Mid Cap ETF ETFs	$0	$4.94 Billion 1.7% of portfolio	16,814	Q3 2025 Added 1.68%
IGIB Ishares Trust Ishares 5 10 Yea ETFs	$0	$4.7 Billion 1.62% of portfolio	86,843	Q3 2025 Reduced 1.91%
VCIT Vanguard Intermediate Term Cor ETFs	$0	$4.71 Billion 1.62% of portfolio	56,023	Q3 2025 Reduced 1.39%
VUG Vanguard Growth ETF ETFs	$0	$4.5 Billion 1.55% of portfolio	9,390	Q3 2025 Reduced 10.45%
VB Vanguard Small Cap ETF ETFs	$0	$4.44 Billion 1.53% of portfolio	17,466	Q3 2025 New
SCHG Schwab Strategic Tr Us Large C ETFs	$0	$3.94 Billion 1.36% of portfolio	123,569	Q3 2025 Reduced 8.16%

IEF Ishares Barclays ETFs	$0	$3.82 Billion 1.31% of portfolio	39,553	Q3 2025 Added 99.13%
VOE Vanguard Mid Cap Value Index F ETFs	$0	$3.75 Billion 1.29% of portfolio	21,458	Q3 2025 Added 4.29%
IQLT Ishares Msci Intl Quality Fact ETFs	$0	$3.69 Billion 1.27% of portfolio	83,598	Q3 2025 Reduced 4.68%
ESGD Ishares Trust Ishares Esg Awar ETFs	$0	$3.69 Billion 1.27% of portfolio	39,643	Q3 2025 Reduced 5.45%
EMGF Ishares Msci Emerging Markets ETFs	$0	$3.54 Billion 1.22% of portfolio	62,509	Q3 2025 Reduced 9.64%
FNDE Schwab Fundamental Emerging Mk ETFs	$0	$3.52 Billion 1.21% of portfolio	97,345	Q3 2025 Reduced 5.3%
SCHF Schwab Strategic Tr Intl Eqty ETFs	$0	$3.46 Billion 1.19% of portfolio	148,629	Q3 2025 Reduced 7.33%
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$3.13 Billion 1.08% of portfolio	5,215	Q3 2025 Reduced 8.36%
IAU Ishares Gold Trust ETFs	$65.3B	$3.03 Billion 1.04% of portfolio	41,652	Q3 2025 New
IWP Ishares Russell Mid Cap Growth ETFs	$0	$3 Billion 1.03% of portfolio	21,090	Q3 2025 Reduced 4.13%
VTV Vanguard Value ETF ETFs	$0	$2.78 Billion 0.96% of portfolio	14,896	Q3 2025 Reduced 1.97%
MGK Vanguard Mega Cap Growth ETF ETFs	$0	$2.59 Billion 0.89% of portfolio	6,448	Q3 2025 Reduced 12.07%
FPEI First Tr ETF Iii Instl Pfd Sec ETFs	$0	$2.36 Billion 0.81% of portfolio	121,812	Q3 2025 Reduced 0.98%
TLH Ishares Barclays 10 20 Yr Trea ETFs	$0	$2.36 Billion 0.81% of portfolio	22,867	Q3 2025 New
VMBS Vanguard Mortg Backed Sec ETF ETFs	$0	$2.33 Billion 0.8% of portfolio	49,636	Q3 2025 Reduced 0.81%
IEI Ishares Barclays 3 7 Yr Treas ETFs	$0	$2.27 Billion 0.78% of portfolio	19,029	Q3 2025 New
SCHP Schwab Strategic Us Tips ETF ETFs	$0	$2.25 Billion 0.77% of portfolio	83,313	Q3 2025 New
MSFT Microsoft Corp Technology	$3.78T	$1.82 Billion 0.63% of portfolio	3,509	Q3 2025 Added 0.57%
SCHE Schwab Strategic Tr Us Emergin ETFs	$0	$1.78 Billion 0.61% of portfolio	53,271	Q3 2025 Added 19.01%
NVDA Nvidia Corp Technology	$465B	$1.71 Billion 0.59% of portfolio	9,139	Q3 2025 Reduced 9.66%
AAPL Apple Inc. Technology	$4.3T	$1.72 Billion 0.59% of portfolio	6,774	Q3 2025 Reduced 7.74%
SPG Simon Property Group Inc Real Estate	$59.8B	$846 Million 0.29% of portfolio	4,510	Q3 2025 Reduced 5.73%
AMZN Amazon Com Inc Consumer Cyclical	$2.39T	$745 Million 0.26% of portfolio	3,394	Q3 2025 Reduced 7.77%
VTEB Vanguard Mun Bd Fds Tax Exempt ETFs	$0	$708 Million 0.24% of portfolio	14,133	Q3 2025 New
COST Costco Wholesale Corp Consumer Defensive	$404B	$652 Million 0.22% of portfolio	704	Q3 2025 Reduced 3.43%
BRK-B Berkshire Hathaway Inc Class B Financial Services	$662B	$651 Million 0.22% of portfolio	1,295	Q3 2025 Reduced 4.78%
ESGU Ishares Trust Ishares Esg Awar ETFs	$0	$652 Million 0.22% of portfolio	4,481	Q3 2025 Added 0.63%
XVV Ishares Tr Esg Screened S&P 50 ETFs	$0	$546 Million 0.19% of portfolio	10,600	Q3 2025 Reduced 2.4%
GOOGL Alphabet Inc. Communication Services	$1.65T	$511 Million 0.18% of portfolio	2,104	Q3 2025 Reduced 6.65%
VXF Vanguard Extended Market ETF ETFs	$0	$482 Million 0.17% of portfolio	2,302	Q3 2025 Reduced 15.4%
GOOG Alphabet Inc. Communication Services	$1.74T	$492 Million 0.17% of portfolio	2,020	Q3 2025 Reduced 10.58%
META Meta Platforms, Inc. Communication Services	$1.37T	$487 Million 0.17% of portfolio	663	Q3 2025 Reduced 14.12%

Summary

Portfolio
No. of Stocks 79
Current Value $290 Billion
Prior Value $221 Billion
Filing
Period Q3 2025
Filing Date November 12, 2025
Form Type 13F-HR
Activity in Q3 2025
New Purchases 8 stocks
Additional Purchases 15 stocks
Sold out of 0 stocks
Reduced holdings in 56 stocks

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Veridan Wealth LLC Portfolio Holdings