Veridan Wealth LLC filed its 13F report for Q4 2025 on February 13, 2026. The portfolio totaled 297.63 M reflecting a +2.47% change from the prior quarter, spanning 79 assets. The top 10 holdings comprised 61.2% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 5 new positions and 2 complete exits.
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Veridan Wealth submitted their Form 13F-HR for the Q4 2025 period on 02/13/2026. This was the only submission for the quarter.
In the Q4 2025 filing, Veridan Wealth reported a managed portfolio value of 297.63 M, consisting of 79 individual positions.
This page displays the raw filing documents. To see which stocks Veridan Wealth bought or sold during Q4 2025, please visit Veridan Wealth's Portfolio Analysis page.