Veridan Wealth LLC ETF holdings
West Linn, OR
Reported $165.7M in 61 ETFs in its Form 13F for June 30, 2026.
ETF value
$165.7M
ETFs held
61
Change from prior quarter
+5.7%
With price moves
ETFs as a share of its 13F
57.8%
of $286.8M
Top 10 of 61 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IWY | iShares Russell Top 200 Growth ETF | $8.7M | 29,791 | +112 shares |
| MGV | Vanguard Morningstar Mega Cap Value ETF | $6.9M | 42,136 | −554 shares |
| IWX | iShares Russell Top 200 Value ETF | $6.8M | 64,262 | −3,035 shares |
| IWL | iShares Russell Top 200 ETF | $6.6M | 35,548 | −1,010 shares |
| HFXI | NYLI FTSE International Equity Currency Neutral ETF | $6.5M | 171,934 | −4,017 shares |
| OEF | iShares S&P 100 ETF | $6.5M | 17,636 | −535 shares |
| FENI | Fidelity Enhanced International ETF | $6.4M | 159,498 | +10,452 shares |
| IMTM | iShares MSCI Intl Momentum Factor ETF | $6.3M | 118,750 | +4,794 shares |
| VO | Vanguard Morningstar Mid-Cap ETF | $5.9M | 73,048 | +55,679 shares |
| VB | Vanguard Morningstar Small-Cap ETF | $5.6M | 18,406 | +675 shares |
51 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002052405. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Veridan Wealth LLC own?
Veridan Wealth LLC reported 61 ETF positions worth $165.7M in its Form 13F for June 30, 2026. The largest was IWY, at $8.7M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.