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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$8.63 Billion 2.97% of portfolio
184,683
Q3 2025 Reduced 1.48%
$0
$8.18 Billion 2.82% of portfolio
29,910
Q3 2025 Reduced 8.8%
$0
$7.01 Billion 2.41% of portfolio
89,744
Q3 2025 Added 46.33%
$0
$6.02 Billion 2.07% of portfolio
36,218
Q3 2025 Reduced 4.47%
$0
$6 Billion 2.07% of portfolio
18,036
Q3 2025 Reduced 6.57%
$0
$5.83 Billion 2.01% of portfolio
66,388
Q3 2025 Reduced 1.13%
$0
$5.82 Billion 2.0% of portfolio
42,247
Q3 2025 Added 0.99%
$0
$5.25 Billion 1.81% of portfolio
169,307
Q3 2025 Reduced 6.07%
$0
$5.14 Billion 1.77% of portfolio
107,309
Q3 2025 Reduced 8.58%
$0
$4.94 Billion 1.7% of portfolio
16,814
Q3 2025 Added 1.68%
$0
$4.7 Billion 1.62% of portfolio
86,843
Q3 2025 Reduced 1.91%
$0
$4.71 Billion 1.62% of portfolio
56,023
Q3 2025 Reduced 1.39%
$0
$4.5 Billion 1.55% of portfolio
9,390
Q3 2025 Reduced 10.45%
$0
$4.44 Billion 1.53% of portfolio
17,466
Q3 2025 New
$0
$3.94 Billion 1.36% of portfolio
123,569
Q3 2025 Reduced 8.16%
$0
$3.82 Billion 1.31% of portfolio
39,553
Q3 2025 Added 99.13%
$0
$3.69 Billion 1.27% of portfolio
83,598
Q3 2025 Reduced 4.68%
$0
$3.69 Billion 1.27% of portfolio
39,643
Q3 2025 Reduced 5.45%
$0
$3.54 Billion 1.22% of portfolio
62,509
Q3 2025 Reduced 9.64%
$0
$3.52 Billion 1.21% of portfolio
97,345
Q3 2025 Reduced 5.3%
$0
$3.46 Billion 1.19% of portfolio
148,629
Q3 2025 Reduced 7.33%
$0
$3.13 Billion 1.08% of portfolio
5,215
Q3 2025 Reduced 8.36%
$65.3B
$3.03 Billion 1.04% of portfolio
41,652
Q3 2025 New
$0
$3 Billion 1.03% of portfolio
21,090
Q3 2025 Reduced 4.13%
$0
$2.78 Billion 0.96% of portfolio
14,896
Q3 2025 Reduced 1.97%
$0
$2.59 Billion 0.89% of portfolio
6,448
Q3 2025 Reduced 12.07%
$0
$2.36 Billion 0.81% of portfolio
121,812
Q3 2025 Reduced 0.98%
$0
$2.36 Billion 0.81% of portfolio
22,867
Q3 2025 New
$0
$2.33 Billion 0.8% of portfolio
49,636
Q3 2025 Reduced 0.81%
$0
$2.27 Billion 0.78% of portfolio
19,029
Q3 2025 New
$0
$2.25 Billion 0.77% of portfolio
83,313
Q3 2025 New
$0
$1.78 Billion 0.61% of portfolio
53,271
Q3 2025 Added 19.01%
$0
$708 Million 0.24% of portfolio
14,133
Q3 2025 New
$0
$652 Million 0.22% of portfolio
4,481
Q3 2025 Added 0.63%
$0
$546 Million 0.19% of portfolio
10,600
Q3 2025 Reduced 2.4%
$0
$482 Million 0.17% of portfolio
2,302
Q3 2025 Reduced 15.4%
$0
$470 Million 0.16% of portfolio
7,828
Q3 2025 Added 1.36%
$0
$465 Million 0.16% of portfolio
2,393
Q3 2025 Reduced 13.39%
$0
$438 Million 0.15% of portfolio
9,123
Q3 2025 Reduced 1.73%
$0
$440 Million 0.15% of portfolio
3,390
Q3 2025 Added 0.15%
$0
$365 Million 0.13% of portfolio
3,118
Q3 2025 Reduced 2.65%
$0
$380 Million 0.13% of portfolio
2,712
Q3 2025 Reduced 6.84%
$0
$376 Million 0.13% of portfolio
5,910
Q3 2025 Added 1.56%
$0
$381 Million 0.13% of portfolio
1,766
Q3 2025 Reduced 1.12%
$0
$378 Million 0.13% of portfolio
565
Q3 2025 Reduced 20.31%
$0
$377 Million 0.13% of portfolio
2,673
Q3 2025 Reduced 21.43%
$0
$363 Million 0.12% of portfolio
5,912
Q3 2025 Reduced 3.43%
$0
$348 Million 0.12% of portfolio
13,761
Q3 2025 Added 2.09%
$0
$334 Million 0.11% of portfolio
2,468
Q3 2025 Reduced 80.79%

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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