Veridan Wealth LLC

WEST LINN, OR · CIK 2052405 · 13F filing filed 2026-08-10

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyWest Linn, OR

$286.8m reported value +8.2% vs Q1 2026

84positions

55.6%in top 10

10 new 28 added 45 reduced 5 sold out vs Q1 2026

Options: 0 call positions (— notional), 2 put positions ($7.1m notional) – listed below, not included above.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ROCKET COS INC COM CL A RKT	RKT	5,939,945	$93.6m32.62%	32.62%	Unchanged
2	WELLS FARGO CO NEW COM WFC	WFC	137,751	$11.4m3.97%	3.97%	Added +686	+686 0.5%
3	ISHARES TR RUS TP200 GR ETF IWY	IWY	29,791	$8.7m3.02%	3.02%	Added +112	+112 0.4%
4	VANGUARD WORLD FD MEGA CAP VAL ETF MGV	MGV	42,136	$6.9m2.40%	2.40%	Reduced -554	-554 -1.3%
5	ISHARES TR RUS TP200 VL ETF IWX	IWX	64,262	$6.8m2.36%	2.36%	Reduced -3.0k	-3,035 -4.5%
6	ISHARES TR RUS TOP 200 ETF IWL	IWL	35,548	$6.6m2.29%	2.29%	Reduced -1.0k	-1,010 -2.8%
7	NEW YORK LIFE INVESTMENTS ET NYLI FTSE INTERN HFXI	HFXI	171,934	$6.5m2.28%	2.28%	Reduced -4.0k	-4,017 -2.3%
8	ISHARES TR S&P 100 ETF OEF	OEF	17,636	$6.5m2.25%	2.25%	Reduced -535	-535 -2.9%
9	FIDELITY COVINGTON TRUST ENHANCED INTL FENI	FENI	159,498	$6.4m2.23%	2.23%	Added +10.5k	+10,452 7.0%
10	ISHARES TR MSCI INTL MOMENT IMTM	IMTM	118,750	$6.3m2.21%	2.21%	Added +4.8k	+4,794 4.2%
11	VANGUARD INDEX FDS MID CAP ETF VO	VO	73,048	$5.9m2.05%	2.05%	Added +3.6k	+3,572 5.1%
12	VANGUARD INDEX FDS SMALL CP ETF VB	VB	18,406	$5.6m1.95%	1.95%	Added +675	+675 3.8%
13	VANGUARD SCOTTSDALE FDS INT-TERM CORP VCIT	VCIT	64,675	$5.3m1.86%	1.86%	Added +6.0k	+6,003 10.2%
14	ISHARES TR 3 7 YR TREAS BD IEI	IEI	44,643	$5.2m1.83%	1.83%	Added +24.3k	+24,310 119.6%
15	ISHARES TR BLACKROCK ULTRA ICSH	ICSH	102,902	$5.2m1.81%	1.81%	New
16	ISHARES TR ISHS 1-5YR INVS IGSB	IGSB	97,160	$5.1m1.78%	1.78%	New
17	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	53,174	$4.6m1.60%	1.60%	Reduced -2.0k	-1,960 -3.5%
18	ISHARES TR MSCI INTL QUALTY IQLT	IQLT	91,594	$4.5m1.58%	1.58%	Added +4.6k	+4,602 5.3%
19	ISHARES TR ESG AW MSCI EAFE ESGD	ESGD	43,954	$4.5m1.58%	1.58%	Added +2.5k	+2,518 6.1%
20	ISHARES TR 7-10 YR TRSY BD IEF	IEF	47,157	$4.5m1.55%	1.55%	Added +4.3k	+4,285 10.0%
21	ISHARES INC EMNG MKTS EQT EMGF	EMGF	59,652	$4.4m1.52%	1.52%	Reduced -4.8k	-4,759 -7.4%
22	SCHWAB STRATEGIC TR INTL EQTY ETF SCHF	SCHF	154,246	$4.3m1.49%	1.49%	Reduced -1.7k	-1,668 -1.1%
23	SCHWAB STRATEGIC TR US LCAP GR ETF SCHG	SCHG	124,000	$4.2m1.46%	1.46%	Added +147	+147 0.1%
24	VANGUARD INDEX FDS MCAP VL IDXVIP VOE	VOE	20,646	$4.1m1.42%	1.42%	Reduced -1.4k	-1,448 -6.5%
25	SCHWAB STRATEGIC TR FUNDAMENTAL EMER FNDE	FNDE	100,988	$4.0m1.40%	1.40%	Reduced -1.4k	-1,439 -1.4%
26	ISHARES TR RUS MD CP GR ETF IWP	IWP	25,550	$3.7m1.30%	1.30%	Added +4.4k	+4,407 20.8%
27	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	5,005	$3.7m1.28%	1.28%	Reduced -340	-340 -6.4%
28	ISHARES GOLD TR ISHARES NEW IAU	IAU	42,941	$3.2m1.13%	1.13%	Added +2.1k	+2,052 5.0%
29	VANGUARD INDEX FDS VALUE ETF VTV	VTV	14,515	$3.2m1.10%	1.10%	Reduced -595	-595 -3.9%
30	VANGUARD WORLD FD MEGA GRWTH IND MGK	MGK	31,982	$2.8m0.98%	0.98%	Reduced -2.3k	-2,273 -6.6%
31	GLOBAL X FDS US INFR DEV ETF PAVE	PAVE	40,879	$2.4m0.84%	0.84%	New
32	FIRST TR EXCH TRADED FD III INSTL PFD SECS FPEI	FPEI	117,893	$2.3m0.79%	0.79%	Reduced -10.1k	-10,116 -7.9%
33	VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF VMBS	VMBS	47,901	$2.2m0.78%	0.78%	Reduced -4.6k	-4,642 -8.8%
34	FLEXSHARES TR IBOXX 5YR TRGT TDTF	TDTF	90,051	$2.1m0.75%	0.75%	New
35	SCHWAB STRATEGIC TR EMRG MKTEQ ETF SCHE	SCHE	56,626	$2.1m0.72%	0.72%	Added +370	+370 0.7%
36	APPLE INC COM AAPL	AAPL	7,083	$2.0m0.71%	0.71%	Reduced -352	-352 -4.7%
37	NVIDIA CORPORATION COM NVDA	NVDA	10,042	$2.0m0.70%	0.70%	Added +626	+626 6.7%
38	ALPHABET INC CAP STK CL C GOOG	GOOG	5,207	$1.8m0.64%	0.64%	Added +3.3k	+3,304 173.6%
39	MICROSOFT CORP COM MSFT	MSFT	3,875	$1.4m0.50%	0.50%	Reduced -61	-61 -1.6%
40	APPLIED MATLS INC COM AMAT	AMAT	1,913	$1.4m0.48%	0.48%	Reduced -199	-199 -9.4%
41	ISHARES TR CMBS ETF CMBS	CMBS	22,000	$1.1m0.37%	0.37%	New
42	SIMON PPTY GROUP INC NEW COM SPG	SPG	4,664	$1.0m0.36%	0.36%	Added +46	+46 1.0%
43	AMAZON COM INC COM AMZN	AMZN	3,628	$864.7k0.30%	0.30%	Added +80	+80 2.2%
44	ALPHABET INC CAP STK CL A GOOGL	GOOGL	2,323	$830.0k0.29%	0.29%	Reduced -22	-22 -0.9%
45	VANGUARD MUN BD FDS TAX EXEMPT BD VTEB	VTEB	15,535	$785.7k0.27%	0.27%	Reduced -2.5k	-2,526 -14.0%
46	ISHARES TR CORE TOTAL USD IUSB	IUSB	16,736	$772.4k0.27%	0.27%	Reduced -174.4k	-174,442 -91.2%
47	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	1,465	$733.1k0.26%	0.26%	Added +59	+59 4.2%
48	ISHARES TR ESG AWR MSCI USA ESGU	ESGU	4,129	$675.9k0.24%	0.24%	Reduced -208	-208 -4.8%
49	ISHARES TR ESG SELECT SCRE XVV	XVV	10,164	$577.2k0.20%	0.20%	Reduced -45	-45 -0.4%
50	BROADCOM INC COM AVGO	AVGO	1,311	$495.3k0.17%	0.17%	Reduced -89	-89 -6.4%
51	VANGUARD INDEX FDS EXTEND MKT ETF VXF	VXF	1,999	$492.1k0.17%	0.17%	Reduced -302	-302 -13.1%
52	DBX ETF TR XTRACKRS S&P 500 SNPE	SNPE	7,029	$484.0k0.17%	0.17%	Reduced -413	-413 -5.5%
53	META PLATFORMS INC CL A META	META	832	$468.5k0.16%	0.16%	Added +37	+37 4.7%
54	ISHARES TR MSCI USA QLT FCT QUAL	QUAL	2,083	$457.1k0.16%	0.16%	Reduced -193	-193 -8.5%
55	ISHARES TR ESG AWR US AGRGT EAGG	EAGG	9,577	$454.0k0.16%	0.16%	Added +564	+564 6.3%
56	INVESCO EXCHANGE TRADED FD T S&P MDCP MOMNTUM XMMO	XMMO	2,456	$417.9k0.15%	0.15%	Reduced -20	-20 -0.8%
57	ISHARES TR RUSSELL 2000 ETF IWM	IWM	1,334	$400.8k0.14%	0.14%	New
58	DBX ETF TR XTRCKR MSCI US USSG	USSG	5,640	$391.8k0.14%	0.14%	Reduced -45	-45 -0.8%
59	ISHARES TR ESG MSCI LEADR SUSL	SUSL	2,918	$387.3k0.14%	0.14%	Reduced -82	-82 -2.7%
60	SPDR SER TR S&P 500 ESG ETF EFIV	EFIV	5,294	$386.1k0.13%	0.13%	Reduced -323	-323 -5.8%
61	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	515	$384.8k0.13%	0.13%	New
62	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	2,427	$383.5k0.13%	0.13%	Reduced -244	-244 -9.1%
63	ISHARES TR CORE S&P500 ETF IVV	IVV	505	$378.1k0.13%	0.13%	Reduced -77	-77 -13.2%
64	SPDR SER TR S&P DIVID ETF SDY	SDY	2,483	$377.9k0.13%	0.13%	Reduced -265	-265 -9.6%
65	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	1,582	$374.4k0.13%	0.13%	Reduced -239	-239 -13.1%
66	ELI LILLY & CO COM LLY	LLY	299	$358.3k0.12%	0.12%	Added +16	+16 5.7%
67	JPMORGAN CHASE & CO COM JPM	JPM	1,072	$350.9k0.12%	0.12%	Added +56	+56 5.5%
68	TESLA INC COM TSLA	TSLA	825	$347.0k0.12%	0.12%	Added +191	+191 30.1%
69	ISHARES TR ESG AWRE 1 5 YR SUSB	SUSB	13,627	$340.5k0.12%	0.12%	Added +343	+343 2.6%
70	WALMART INC COM WMT	WMT	2,966	$336.0k0.12%	0.12%	Added +329	+329 12.5%
71	EXXON MOBIL CORP COM XOM	XOM	2,420	$330.8k0.12%	0.12%	Reduced -200	-200 -7.6%
72	COSTCO WHSL CORP NEW COM COST	COST	332	$310.5k0.11%	0.11%	Added +33	+33 11.0%
73	ISHARES TR US SML CAP EQT SMLF	SMLF	3,340	$297.8k0.10%	0.10%	Reduced -1.6k	-1,600 -32.4%
74	LAM RESEARCH CORP COM NEW LRCX	LRCX	681	$295.0k0.10%	0.10%	New
75	ISHARES INC ESG AWR MSCI EM ESGE	ESGE	4,965	$271.5k0.09%	0.09%	Reduced -844	-844 -14.5%
76	DBX ETF TR XTRACKERS MSCI DMXU	DMXU	6,571	$252.0k0.09%	0.09%	Reduced -17	-17 -0.3%
77	NUSHARES ETF TR NUVEEN ESG INTL NUDM	NUDM	6,288	$251.7k0.09%	0.09%	Reduced -226	-226 -3.5%
78	ISHARES TR S&P MC 400VL ETF IJJ	IJJ	1,677	$247.8k0.09%	0.09%	Reduced -1.7k	-1,733 -50.8%
79	VANGUARD BD INDEX FDS INTERMED TERM BIV	BIV	3,107	$238.3k0.08%	0.08%	Reduced -88.7k	-88,737 -96.6%
80	ISHARES TR ESG AWRE USD ETF SUSC	SUSC	9,824	$227.4k0.08%	0.08%	Reduced -93	-93 -0.9%
81	GE AEROSPACE COM NEW GE	GE	605	$226.3k0.08%	0.08%	New
82	VISA INC COM CL A V	V	631	$216.4k0.08%	0.08%	Reduced -80	-80 -11.2%
83	ISHARES TR MSCI ACWI ETF ACWI	ACWI	1,365	$214.3k0.07%	0.07%	Reduced -454	-454 -25.0%
84	ADVANCED MICRO DEVICES INC COM AMD	AMD	363	$210.9k0.07%	0.07%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
ISHARES TR IGIB	IGIB	89,264	$4.8m89.3k shares
ISHARES TR TLH	TLH	23,345	$2.4m23.3k shares
SCHWAB STRATEGIC TR SCHP	SCHP	84,973	$2.3m85.0k shares
PROCTER AND GAMBLE CO PG	PG	2,406	$347.5k2.4k shares
MCKESSON CORP MCK	MCK	247	$213.4k247 shares

Options (notional value)

Underlying	Ticker	Type	Shares controlled	Notional	Change
ROCKET COS INC RKT · Put	RKT	Put	374,800	$5.9m374.8k shares	Unchanged
ALPHABET INC GOOG · Put	GOOG	Put	3,500	$1.2m3.5k shares	New