Veridan Wealth LLC
CIK
2052405
Location
WEST LINN, OR
Portfolio Value
Micro
$973,180
Diversification
Highly concentrated
Filing Date
Global Rank
#5,397
/ 8,586
▼ 353
Top Industry
Mortgage Finance
78.6%
3Y Alpha vs SPY
-14.3%
Period ended 3 months ago
Filed May 15, 2026 · 32d
6 quarters · since Jun 2024
Clone Performance
Aug 2024–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+17.9%
SPY
+42.0%
Annualised alpha
-11.6%
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, 2025Top 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 |
|---|---|---|
| Financial Services | 84.5% | $96,743,473 |
| Unclassified | 5.8% | $6,689,801 |
| Technology | 5.4% | $6,141,241 |
| Communication Services | 1.0% | $1,129,171 |
| Consumer Cyclical | 0.9% | $974,630 |
| Consumer Defensive | 0.9% | $973,180 |
| Real Estate | 0.8% | $861,395 |
| Healthcare | 0.4% | $474,037 |
| Energy | 0.4% | $444,509 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
18 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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. | |||||
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. | ||||
3 positions ·
$973,180 total
· Consumer Defensive only
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Real Estate
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Reduced | 299 | $297,932 | 30.61% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 2,637 | $327,726 | 33.68% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 2,406 | $347,522 | 35.71% |