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Laura Steagall-Cissell

Veridan Wealth Llc

Assets Managed
$270.392M
Holdings
80
Last Quarter
2026 - Q1
Filed Date
20d ago
Growth Rate
-9.15%(2Q avg: -3.33%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Veridan Wealth Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 80 positions.

Assets under management

The assets under management (AUM) of Veridan Wealth Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 270.392M in assets, with a quarterly growth rate of -9.15% and a 2-quarter average growth rate of -3.33%. The portfolio is managed by Laura Steagall-Cissell, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
RKT
Rocket Cos Inc-class A
Recent Activity
31.31%
$84.644M
5.94M shares@ $14.25 avg price
WFC
Wells Fargo & Co
Recent Activity
4.04%
$10.912M
137,065 shares@ $79.62 avg price
IUSB
Ishares Core Total Bond Etf
Recent Activity
Decreased -0.03%
3.27%
$8.83M
191,178 shares@ $46.19 avg price
IWY
Ishares Russell Top 200 Grow
Recent Activity
Decreased -0.6%
2.74%
$7.385M
29,679 shares@ $248.84 avg price
BIV
Vanguard Intermediate-term B
Recent Activity
Increased 0.3%
2.63%
$7.088M
91,844 shares@ $77.18 avg price
IWX
Ishares Russell Top 200 Valu
Recent Activity
Increased 0.66%
2.31%
$6.236M
67,297 shares@ $92.67 avg price
MGV
Vanguard Mega Cap Value Etf
Recent Activity
Decreased -0.34%
2.29%
$6.188M
42,690 shares@ $144.96 avg price
HFXI
Nyli Ftse Int Eq Cur Neu-usd
Recent Activity
Increased 2.8%
2.19%
$5.908M
175,951 shares@ $33.58 avg price
IWL
Ishares Russell Top 200 Etf
Recent Activity
Increased 0.83%
2.17%
$5.867M
36,558 shares@ $160.48 avg price
OEF
Ishares S&p 100 Etf
Recent Activity
Increased 0.84%
2.14%
$5.78M
18,171 shares@ $318.07 avg price

1-10 of 80