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Veridan Wealth LLC

Location
WEST LINN, OR
Portfolio Value
Small $128,395,174
Diversification
Highly concentrated
Filing Date
Global Rank
#5,398 / 8,517 ▼ 53
Top Industry
Mortgage Finance 77.3%
3Y Alpha vs SPY
-11.5%
Period ended 47 days ago
Filed Aug 10, 2026 · 6d
7 quarters · since Jun 2024

Clone Performance

Aug 2024–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio
+19.4%
SPY
+42.8%
Annualised alpha
-10.2%
Max drawdown
−25.3%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 7 quarters. Past performance does not predict future results.

Portfolio Concentration

25 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026
Top Position
72.9%
+9.5 pts
Top 5
89.2%
+4.4 pts
Top 10
95.4%
+1.8 pts
HHI
5,417
Jun 2024 → Jun 2026 · range 1,052 – 5,417
Highly concentrated+1,248

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026
Sector % Portfolio Value
Financial Services 82.7% $106,238,332
Technology 6.1% $7,888,587
Unclassified 5.7% $7,312,742
Communication Services 2.4% $3,138,616
Consumer Cyclical 0.9% $1,211,692
Real Estate 0.8% $1,043,103
Consumer Defensive 0.5% $646,505
Healthcare 0.3% $358,629
Energy 0.3% $330,862
Industrials 0.2% $226,106

Last Quarter's Activity

Export CSV
Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased
13 positions
Ticker Δ Shares Shares Value Open

Trimmed

Positions the filer reduced
7 positions
Ticker Δ Shares Shares Value Open

New Positions

Positions the filer opened this quarter
4 positions
Ticker Shares Value Open

Sold Out

Positions the filer fully exited
7 positions
Ticker Shares Value Open

Portfolio Positions

Export CSV View 13F filing
25 tracked positions · $128,395,174 total · filing declares 86 positions · $293,962,254 · as of Jun 30, 2026
Ticker Company Shares Value (USD) % of Portfolio History

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.