Veridan Wealth LLC filed its 13F report for Q1 2026 on May 15, 2026. The portfolio totaled 270.39 M reflecting a -9.15% change from the prior quarter, spanning 80 assets. The top 10 holdings comprised 56.2% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 1 new positions and 1 complete exits.
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Veridan Wealth submitted their Form 13F-HR for the Q1 2026 period on 05/15/2026. This was the only submission for the quarter.
In the Q1 2026 filing, Veridan Wealth reported a managed portfolio value of 270.39 M, consisting of 80 individual positions.
This page displays the raw filing documents. To see which stocks Veridan Wealth bought or sold during Q1 2026, please visit Veridan Wealth's Portfolio Analysis page.