VERITY Wealth Advisors
CIK: 0001763138SEC EDGAR →
Portfolio Value
$161.2M
Holdings
81
As of
Q4 2025
New Positions
81
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VTIPut VANGUARD TOTAL STOCK MARKET ETF | 130,552 | $43.8M | 27.16% |
| 2 | ISHARES CORE S&P 500 ETF | 37,850 | $25.9M | 16.09% |
| 3 | VANGUARD FTSE ALL-WORLD EX-US | 163,509 | $12.0M | 7.46% |
| 4 | VANGUARD FTSE EMERGING MARKETS ETF | 86,117 | $4.6M | 2.87% |
| 5 | VANGUARD FTSE DEVELOPED MARKETS ETF | 67,932 | $4.2M | 2.63% |
| 6 | ISHARES MSCI ACWI EX US | 56,343 | $3.8M | 2.35% |
| 7 | SCHWAB U.S. LARGE-CAP ETF | 130,613 | $3.5M | 2.18% |
| 8 | ISHARES MSCI USA ESG SELECT ETF | 23,554 | $3.3M | 2.04% |
| 9 | MICROSOFT CORP COM | 6,279 | $3.0M | 1.88% |
| 10 | ISHARES CURRENCY HEDGED MSCI EAFE ETF | 72,685 | $3.0M | 1.87% |
Quarterly Changes
New Positions (81)
$43.8M · 131K shares
$25.9M · 38K shares
$12.0M · 164K shares
$4.6M · 86K shares
$4.2M · 68K shares
$3.8M · 56K shares
$3.5M · 131K shares
$3.3M · 24K shares
$3.0M · 6K shares
$3.0M · 73K shares
$2.6M · 107K shares
$2.2M · 25K shares
$1.5M · 26K shares
$1.5M · 9K shares
$1.5M · 26K shares
$1.5M · 56K shares
$1.5M · 7K shares
$1.4M · 44K shares
$1.4M · 14K shares
$1.3M · 8K shares
$1.2M · 2K shares
$1.2M · 16K shares
$1.1M · 4K shares
$1.1M · 15K shares
$1.1M · 12K shares
$1.1M · 14K shares
$1.1M · 16K shares
$1.1M · 3K shares
$1.1M · 6K shares
$997K · 13K shares
$981K · 7K shares
$955K · 8K shares
$922K · 2K shares
$921K · 11K shares
$860K · 11K shares
$839K · 36K shares
$818K · 6K shares
$815K · 12K shares
$791K · 13K shares
$759K · 11K shares
$732K · 3K shares
$697K · 7K shares
$664K · 26K shares
$655K · 5K shares
$640K · 5K shares
$638K · 2K shares
$630K · 2K shares
$627K · 11K shares
$623K · 26K shares
$619K · 4K shares
$609K · 933 shares
$595K · 790 shares
$595K · 13K shares
$553K · 18K shares
$519K · 896 shares
$453K · 3K shares
$431K · 500 shares
$414K · 1K shares
$412K · 17K shares
$410K · 2K shares
$406K · 5K shares
$403K · 6K shares
$399K · 10K shares
$373K · 10K shares
$362K · 4K shares
$341K · 6K shares
$337K · 7K shares
$311K · 8K shares
$296K · 6K shares
$289K · 6K shares
$274K · 3K shares
$270K · 5K shares
$265K · 5K shares
$262K · 840 shares
$261K · 1K shares
$257K · 820 shares
$247K · 10K shares
$233K · 6K shares
$224K · 14K shares
$209K · 4K shares
$201K · 2K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 59 | $143.5M | 89.0% |
| Technology | 5 | $5.7M | 3.5% |
| Healthcare | 3 | $2.6M | 1.6% |
| Unknown | 3 | $2.3M | 1.5% |
| Utilities | 2 | $1.7M | 1.0% |
| Consumer Defensive | 2 | $1.4M | 0.9% |
| Industrials | 1 | $1.1M | 0.7% |
| Consumer Cyclical | 2 | $1.0M | 0.6% |
| Energy | 1 | $955K | 0.6% |
| Communication Services | 3 | $766K | 0.5% |