Veridan Wealth LLC

CIK

2052405

Location

WEST LINN, OR

Portfolio Value

Small $114,431,437

Diversification

Highly concentrated

Filing Date

Global Rank

#5,049 / 8,232 ▼ 232

Top Industry

Mortgage Finance 78.6%

3Y Alpha vs SPY

-13.2%

Period ended 2 months ago

Filed May 15, 2026 · 30d

6 quarters · since Jun 2024

Clone Performance

Aug 2024–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+12.5%

SPY

+39.3%

Annualised alpha

-13.2%

Max drawdown

−29.6%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

23 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

74.0%

−4.4 pts

Top 5

91.0%

−1.8 pts

Top 10

95.7%

−0.9 pts

HHI

5,589

Highly concentrated−648

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Financial Services	84.5%	$96,743,473	5
Unclassified	5.8%	$6,689,801	2
Technology	5.4%	$6,141,241	5
Communication Services	1.0%	$1,129,171	2
Consumer Cyclical	0.9%	$974,630	2
Consumer Defensive	0.9%	$973,180	3
Real Estate	0.8%	$861,395	1
Healthcare	0.4%	$474,037	2
Energy	0.4%	$444,509	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

18 positions

Ticker	Company	Δ Shares	Shares	Value
AAPL	Apple Inc.	+784	7,435	$1,886,928
MSFT	Microsoft Corp	+418	3,936	$1,456,989
NVDA	Nvidia Corp	+270	9,416	$1,642,150
IAU	Ishares Gold Trust	+228	40,889	$3,604,774
AMZN	Amazon Com Inc	+150	3,548	$738,941
XOM	Exxon Mobil Corp	+142	2,620	$444,509
QQQ	Invesco Qqq Trust, Series 1	+134	5,345	$3,085,027
META	Meta Platforms, Inc.	+132	795	$454,843
PG	PROCTER & GAMBLE Co	+127	2,406	$347,522
GOOGL	Alphabet Inc.	+114	2,345	$674,328
BRK-B	Berkshire Hathaway Inc	+111	1,406	$673,755
AVGO	Broadcom Inc.	+92	1,400	$433,314
JPM	Jpmorgan Chase & Co	+91	1,016	$298,866
SPG	Simon Property Group Inc.	+55	4,618	$861,395
V	Visa Inc.	+52	711	$214,892
AMAT	Applied Materials Inc /De	+50	2,112	$721,860
TSLA	Tesla, Inc.	+39	634	$235,689
LLY	ELI LILLY & Co	+21	283	$260,294
No positions match the current search.

Trimmed

Positions the filer reduced

2 positions

Ticker	Company	Δ Shares	Shares	Value
COST	Costco Wholesale Corp /New	−374	299	$297,932
WMT	Walmart Inc.	−147	2,637	$327,726
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
MCK	Mckesson Corp	247	$213,743
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
NKE	NIKE, Inc.	3,367	$214,511
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

23 positions · $114,431,437 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Real Estate Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
RKT	Rocket Companies, Inc. Financial Services	Held	5,939,945	0	$84,644,216	−26.4%	73.97%
WFC	Wells Fargo & Company/Mn Financial Services	Held	137,065	0	$10,911,744	−14.6%	9.54%
IAU	Ishares Gold Trust	Added	40,889	+228	$3,604,774	+9.2%	3.15%
QQQ	Invesco Qqq Trust, Series 1	Added	5,345	+134	$3,085,027	−3.6%	2.70%
AAPL	Apple Inc. Technology	Added	7,435	+784	$1,886,928	+4.4%	1.65%
NVDA	Nvidia Corp Technology	Added	9,416	+270	$1,642,150	−3.7%	1.44%
MSFT	Microsoft Corp Technology	Added	3,936	+418	$1,456,989	−14.4%	1.27%
SPG	Simon Property Group Inc. Real Estate	Added	4,618	+55	$861,395	+2.0%	0.75%
AMZN	Amazon Com Inc Consumer Cyclical	Added	3,548	+150	$738,941	−5.8%	0.65%
AMAT	Applied Materials Inc /De Technology	Added	2,112	+50	$721,860	+36.2%	0.63%
GOOGL	Alphabet Inc. Communication Services	Added	2,345	+114	$674,328	−3.4%	0.59%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	1,406	+111	$673,755	+3.5%	0.59%
META	Meta Platforms, Inc. Communication Services	Added	795	+132	$454,843	+3.9%	0.40%
XOM	Exxon Mobil Corp Energy	Added	2,620	+142	$444,509	+49.1%	0.39%
AVGO	Broadcom Inc. Technology	Added	1,400	+92	$433,314	−4.3%	0.38%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	2,406	+127	$347,522	+6.4%	0.30%
WMT	Walmart Inc. Consumer Defensive	Reduced	2,637	-147	$327,726	+5.7%	0.29%
JPM	Jpmorgan Chase & Co Financial Services	Added	1,016	+91	$298,866	+0.3%	0.26%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	299	-374	$297,932	−48.7%	0.26%
LLY	ELI LILLY & Co Healthcare	Added	283	+21	$260,294	−7.6%	0.23%
TSLA	Tesla, Inc. Consumer Cyclical	Added	634	+39	$235,689	−11.9%	0.21%
V	Visa Inc. Financial Services	Added	711	+52	$214,892	−7.0%	0.19%
MCK	Mckesson Corp Healthcare	NEW	247	NEW	$213,743	NEW	0.19%