DOSSIER · 13F-HR · Q2 2026
Veridan Wealth LLC
$294M in tracked AUM across 86 positions as of Q2 2026.
VW
CIK 0002052405 · last filed Jun 30, 2026
AI Analysis · Q2 2026
1. Portfolio Overview
As of the reporting period ended September 30, 2025, Veridan Wealth LLC managed a total portfolio value of approximately $167.91 million across 33 holdings. This represents a significant growth of 44.2% compared to the previous quarter's value of $116.41 million. The portfolio is characterized by an exceptionally high concentration in a single security, with the top ten holdings accounting for over 90% of the total assets. The investment strategy appears to be a hybrid...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology
Quarter at a glance — Q2 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q2 2026.