# EDGAR Filing Document

**Accession Number:** 0002052405
**File Stem:** 0001951757-26-000871
**Filing Date:** 2026-5
**Character Count:** 11635
**Document Hash:** d813874f7b4d858d1fcec8403468890b
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001951757-26-000871.hdr.sgml**: 20260515

**ACCESSION NUMBER**: 0001951757-26-000871

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260515

**DATE AS OF CHANGE**: 20260515

**EFFECTIVENESS DATE**: 20260515

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Veridan Wealth LLC
- **CENTRAL INDEX KEY:** 0002052405

**ORGANIZATION NAME:**
- **EIN:** 992303861
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-24763
- **FILM NUMBER:** 26982705

**BUSINESS ADDRESS:**
- **STREET 1:** 1742 WILLAMETTE FALLS DR
- **CITY:** WEST LINN
- **STATE:** OR
- **ZIP:** 97068
- **BUSINESS PHONE:** 503-946-9733

**MAIL ADDRESS:**
- **STREET 1:** 1742 WILLAMETTE FALLS DR
- **CITY:** WEST LINN
- **STATE:** OR
- **ZIP:** 97068

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Veridan Wealth LLC<br>**Address:** 1742 WILLAMETTE FALLS DR<br>WEST LINN, OR 97068

**Form 13F File Number:** 028-24763

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Laura Steagall-Cissell<br>**Title:** Chief Compliance Officer<br>**Phone:** (503) 946-9733

**Signature, Place, and Date of Signing:**

Laura Steagall-Cissell  West Linn, OR  05-15-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 80

**Form 13F Information Table Value Total:** $270392006

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| AMAZON COM INC | COM | 023135106 |  | 738942 | 3548 | SH |  | SOLE |  | 0 | 0 | 3548 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 3084898 | 5345 | SH |  | SOLE |  | 0 | 0 | 5345 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 |  | 3604774 | 40889 | SH |  | SOLE |  | 0 | 0 | 40889 |
| VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 |  | 473565 | 2301 | SH |  | SOLE |  | 0 | 0 | 2301 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 |  | 297533 | 299 | SH |  | SOLE |  | 0 | 0 | 299 |
| NEW YORK LIFE INVESTMENTS ET | NYLI FTSE INTERN | 45409B560 |  | 5908426 | 175951 | SH |  | SOLE |  | 0 | 0 | 175951 |
| PROCTER  GAMBLE CO | COM | 742718109 |  | 347512 | 2406 | SH |  | SOLE |  | 0 | 0 | 2406 |
| ISHARES TR | US SML CAP EQT | 46434V290 |  | 372904 | 4940 | SH |  | SOLE |  | 0 | 0 | 4940 |
| ISHARES TR | ESG AW MSCI EAFE | 46435G516 |  | 3962078 | 41436 | SH |  | SOLE |  | 0 | 0 | 41436 |
| MCKESSON CORP | COM | 58155Q103 |  | 213406 | 247 | SH |  | SOLE |  | 0 | 0 | 247 |
| ISHARES INC | EMNG MKTS EQT | 46434G889 |  | 3892379 | 64411 | SH |  | SOLE |  | 0 | 0 | 64411 |
| ISHARES TR | S 100 ETF | 464287101 |  | 5779511 | 18171 | SH |  | SOLE |  | 0 | 0 | 18171 |
| ISHARES TR | ESG AWR MSCI USA | 46435G425 |  | 613272 | 4337 | SH |  | SOLE |  | 0 | 0 | 4337 |
| NUSHARES ETF TR | NUVEEN ESG INTL | 67092P805 |  | 235228 | 6514 | SH |  | SOLE |  | 0 | 0 | 6514 |
| ISHARES TR | ESG AWRE USD ETF | 46435G193 |  | 229449 | 9917 | SH |  | SOLE |  | 0 | 0 | 9917 |
| ISHARES TR | ESG AWRE 1 5 YR | 46435G243 |  | 332974 | 13284 | SH |  | SOLE |  | 0 | 0 | 13284 |
| FIRST TR EXCH TRADED FD III | INSTL PFD SECS | 33739P855 |  | 2432180 | 128009 | SH |  | SOLE |  | 0 | 0 | 128009 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 |  | 3858875 | 155914 | SH |  | SOLE |  | 0 | 0 | 155914 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 |  | 3607839 | 123853 | SH |  | SOLE |  | 0 | 0 | 123853 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 673755 | 1406 | SH |  | SOLE |  | 0 | 0 | 1406 |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 808524706 |  | 1853649 | 56256 | SH |  | SOLE |  | 0 | 0 | 56256 |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 |  | 4855135 | 58672 | SH |  | SOLE |  | 0 | 0 | 58672 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 674425 | 2345 | SH |  | SOLE |  | 0 | 0 | 2345 |
| MICROSOFT CORP | COM | 594918104 |  | 1456817 | 3936 | SH |  | SOLE |  | 0 | 0 | 3936 |
| SIMON PPTY GROUP INC NEW | COM | 828806109 |  | 861432 | 4618 | SH |  | SOLE |  | 0 | 0 | 4618 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 4644033 | 17731 | SH |  | SOLE |  | 0 | 0 | 17731 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 4988170 | 17369 | SH |  | SOLE |  | 0 | 0 | 17369 |
| TESLA INC | COM | 88160R101 |  | 235690 | 634 | SH |  | SOLE |  | 0 | 0 | 634 |
| ISHARES TR | ESG AWR US AGRGT | 46435U549 |  | 428577 | 9013 | SH |  | SOLE |  | 0 | 0 | 9013 |
| DBX ETF TR | XTRACKERS MSCI | 233051218 |  | 231516 | 6588 | SH |  | SOLE |  | 0 | 0 | 6588 |
| SCHWAB STRATEGIC TR | US TIPS ETF | 808524870 |  | 2261141 | 84973 | SH |  | SOLE |  | 0 | 0 | 84973 |
| DBX ETF TR | XTRACKERS MSCI | 233051150 |  | 339287 | 5685 | SH |  | SOLE |  | 0 | 0 | 5685 |
| ISHARES TR | RUS TP200 VL ETF | 464289420 |  | 6236368 | 67297 | SH |  | SOLE |  | 0 | 0 | 67297 |
| ISHARES TR | RUS TP200 GR ETF | 464289438 |  | 7385206 | 29679 | SH |  | SOLE |  | 0 | 0 | 29679 |
| ISHARES TR | ESG MSCI LEADR | 46435U218 |  | 340798 | 3000 | SH |  | SOLE |  | 0 | 0 | 3000 |
| ISHARES TR | RUS TOP 200 ETF | 464289446 |  | 5866801 | 36558 | SH |  | SOLE |  | 0 | 0 | 36558 |
| ELI LILLY  CO | COM | 532457108 |  | 260615 | 283 | SH |  | SOLE |  | 0 | 0 | 283 |
| DBX ETF TR | XTRACKRS S 500 | 233051143 |  | 443199 | 7442 | SH |  | SOLE |  | 0 | 0 | 7442 |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | 92206C771 |  | 2466908 | 52543 | SH |  | SOLE |  | 0 | 0 | 52543 |
| INVESCO EXCHANGE TRADED FD T | S MDCP MOMNTUM | 46137V464 |  | 359083 | 2476 | SH |  | SOLE |  | 0 | 0 | 2476 |
| SPDR SERIES TRUST | STATE STREET SPD | 78468R531 |  | 354348 | 5617 | SH |  | SOLE |  | 0 | 0 | 5617 |
| ROCKET COS INC | COM CL A | 77311W101 |  | 84644216 | 5939945 | SH |  | SOLE |  | 0 | 0 | 5939945 |
| ROCKET COS INC | PUT | 77311W951 |  | 5340900 | 374800 | PRN | Put | SOLE |  | 0 | 0 | 374800 |
| ISHARES TR | RUS MD CP GR ETF | 464287481 |  | 2708892 | 21143 | SH |  | SOLE |  | 0 | 0 | 21143 |
| ISHARES TR | ESG SELECT SCRE | 46436E569 |  | 502487 | 10209 | SH |  | SOLE |  | 0 | 0 | 10209 |
| VISA INC | COM CL A | 92826C839 |  | 214802 | 711 | SH |  | SOLE |  | 0 | 0 | 711 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 2964493 | 15110 | SH |  | SOLE |  | 0 | 0 | 15110 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 4013609 | 9189 | SH |  | SOLE |  | 0 | 0 | 9189 |
| META PLATFORMS INC | CL A | 30303M102 |  | 454830 | 795 | SH |  | SOLE |  | 0 | 0 | 795 |
| BROADCOM INC | COM | 11135F101 |  | 433346 | 1400 | SH |  | SOLE |  | 0 | 0 | 1400 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 1642106 | 9416 | SH |  | SOLE |  | 0 | 0 | 9416 |
| ISHARES INC | ESG AWR MSCI EM | 46434G863 |  | 264130 | 5809 | SH |  | SOLE |  | 0 | 0 | 5809 |
| FIDELITY COVINGTON TRUST | ENHANCED INTL | 31609A404 |  | 5544524 | 149046 | SH |  | SOLE |  | 0 | 0 | 149046 |
| VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 |  | 7088489 | 91844 | SH |  | SOLE |  | 0 | 0 | 91844 |
| ISHARES TR | MSCI USA QLT FCT | 46432F339 |  | 436497 | 2276 | SH |  | SOLE |  | 0 | 0 | 2276 |
| SCHWAB STRATEGIC TR | FUNDAMENTAL EMER | 808524730 |  | 3918840 | 102427 | SH |  | SOLE |  | 0 | 0 | 102427 |
| ISHARES TR | CORE S ETF | 464287200 |  | 380488 | 582 | SH |  | SOLE |  | 0 | 0 | 582 |
| WELLS FARGO  CO | COM | 949746101 |  | 10911782 | 137065 | SH |  | SOLE |  | 0 | 0 | 137065 |
| ISHARES TR | 10-20 YR TRS ETF | 464288653 |  | 2351296 | 23345 | SH |  | SOLE |  | 0 | 0 | 23345 |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 |  | 4071432 | 22094 | SH |  | SOLE |  | 0 | 0 | 22094 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 298743 | 1016 | SH |  | SOLE |  | 0 | 0 | 1016 |
| ISHARES TR | ISHS 5-10YR INVT | 464288638 |  | 4750653 | 89264 | SH |  | SOLE |  | 0 | 0 | 89264 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A763 |  | 401116 | 2748 | SH |  | SOLE |  | 0 | 0 | 2748 |
| WALMART INC | COM | 931142103 |  | 327771 | 2637 | SH |  | SOLE |  | 0 | 0 | 2637 |
| ISHARES TR | 3 7 YR TREAS BD | 464288661 |  | 2411551 | 20333 | SH |  | SOLE |  | 0 | 0 | 20333 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 |  | 395554 | 2671 | SH |  | SOLE |  | 0 | 0 | 2671 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 545977 | 1903 | SH |  | SOLE |  | 0 | 0 | 1903 |
| APPLIED MATLS INC | COM | 038222105 |  | 721723 | 2112 | SH |  | SOLE |  | 0 | 0 | 2112 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 391532 | 1821 | SH |  | SOLE |  | 0 | 0 | 1821 |
| ISHARES TR | 7-10 YR TRSY BD | 464287440 |  | 4091724 | 42872 | SH |  | SOLE |  | 0 | 0 | 42872 |
| ISHARES TR | S MC 400VL ETF | 464287705 |  | 451817 | 3410 | SH |  | SOLE |  | 0 | 0 | 3410 |
| ISHARES TR | CORE UNIVRSL USD | 46434V613 |  | 8830489 | 191178 | SH |  | SOLE |  | 0 | 0 | 191178 |
| VANGUARD WORLD FD | MEGA GRWTH IND | 921910816 |  | 2517449 | 6851 | SH |  | SOLE |  | 0 | 0 | 6851 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 444446 | 2620 | SH |  | SOLE |  | 0 | 0 | 2620 |
| VANGUARD WORLD FD | MEGA CAP VAL ETF | 921910840 |  | 6187967 | 42690 | SH |  | SOLE |  | 0 | 0 | 42690 |
| ISHARES TR | MSCI ACWI ETF | 464288257 |  | 251730 | 1819 | SH |  | SOLE |  | 0 | 0 | 1819 |
| ISHARES TR | MSCI INTL QUALTY | 46434V456 |  | 4021658 | 86992 | SH |  | SOLE |  | 0 | 0 | 86992 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 |  | 901080 | 18061 | SH |  | SOLE |  | 0 | 0 | 18061 |
| APPLE INC | COM | 037833100 |  | 1887025 | 7435 | SH |  | SOLE |  | 0 | 0 | 7435 |
| ISHARES TR | MSCI INTL MOMENT | 46434V449 |  | 5472144 | 113956 | SH |  | SOLE |  | 0 | 0 | 113956 |

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