Long-term investor
Veridan Wealth LLC @veridanwealthllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002052405).
Record
- Tracked since 2024-06-30 (810 days), 32 trades recorded
- Returns: week n/a · month n/a · 90 days +9.4% · 6 months n/a · 1 year n/a · all +15.8%
- Max drawdown n/a · win rate 9% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- RKT · 31.8% · long · since 2025-12-31
- WFC · 3.9% · long · since 2024-06-30
- IWY · 2.9% · long · since 2024-06-30
- MGV · 2.3% · long · since 2024-06-30
- IWX · 2.3% · long · since 2024-06-30
- IWL · 2.2% · long · since 2024-06-30
- HFXI · 2.2% · long · since 2024-06-30
- OEF · 2.2% · long · since 2024-06-30
- FENI · 2.2% · long · since 2024-06-30
- IMTM · 2.2% · long · since 2024-06-30
- 77311W951 · 2.0% · long · since 2026-03-31
- VO · 2.0% · long · since 2024-06-30