VERITY Wealth Advisors
CIK: 0001763138Latest portfolio: $161.2M · Q4 2025
Holdings
81
Total Value
$161.2M
New Positions
81
Closed Positions
0
Top Holdings
View All 81 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | VTIVANGUARD TOTAL STOCK MARKET ETF | 130,552 | $43.8M | 27.16% | NEW | Put |
| 2 | IVVISHARES CORE S&P 500 ETF | 37,850 | $25.9M | 16.09% | NEW | |
| 3 | VEUVANGUARD FTSE ALL-WORLD EX-US | 163,509 | $12.0M | 7.46% | NEW | |
| 4 | VWOVANGUARD FTSE EMERGING MARKETS ETF | 86,117 | $4.6M | 2.87% | NEW | |
| 5 | VEAVANGUARD FTSE DEVELOPED MARKETS ETF | 67,932 | $4.2M | 2.63% | NEW | |
| 6 | ACWXISHARES MSCI ACWI EX US | 56,343 | $3.8M | 2.35% | NEW | |
| 7 | SCHXSCHWAB U.S. LARGE-CAP ETF | 130,613 | $3.5M | 2.18% | NEW | |
| 8 | SUSAISHARES MSCI USA ESG SELECT ETF | 23,554 | $3.3M | 2.04% | NEW | |
| 9 | MSFTMICROSOFT CORP COM | 6,279 | $3.0M | 1.88% | NEW | |
| 10 | HEFAISHARES CURRENCY HEDGED MSCI EAFE ETF | 72,685 | $3.0M | 1.87% | NEW | |
| 11 | SCHFSCHWAB INTERNATIONAL EQUITY ETF | 106,769 | $2.6M | 1.59% | NEW | |
| 12 | VNQVANGUARD REIT INDEX ETF | 24,712 | $2.2M | 1.36% | NEW | |
| 13 | VGSHVANGUARD SHORT-TERM TREASURY ETF | 25,648 | $1.5M | 0.93% | NEW | |
| 14 | IBBISHARES NASDAQ BIOTECHNOLOGY | 8,898 | $1.5M | 0.93% | NEW | |
| 15 | USXFISHARES ESG ADVANCED MSCI USA ETF | 26,031 | $1.5M | 0.93% | NEW | |
| 16 | SCHBSCHWAB U.S. BROAD MARKET ETF | 56,088 | $1.5M | 0.91% | NEW | |
| 17 | JNJJOHNSON & JOHNSON COM | 7,065 | $1.5M | 0.91% | NEW | |
| 18 | DFAXDIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF | 43,719 | $1.4M | 0.89% | NEW | |
| 19 | STIPISHARES 0-5 YEAR TIPS BOND ETF | 13,841 | $1.4M | 0.88% | NEW | |
| 20 | QCOMQUALCOMM INC | 7,795 | $1.3M | 0.83% | NEW | |
| 21 | VOOVANGUARD S&P 500 ETF | 1,985 | $1.2M | 0.77% | NEW | |
| 22 | BNDVANGUARD TOTAL BOND MARKET ETF | 16,108 | $1.2M | 0.74% | NEW | |
| 23 | BSVVANGUARD SHORT-TERM BOND ETF | 14,582 | $1.1M | 0.71% | NEW | |
| 24 | GEGE AEROSPACE COM NEW | 3,733 | $1.1M | 0.71% | NEW | |
| 25 | USMVISHARES MSCI USA MIN VOL FACTOR ETF | 12,102 | $1.1M | 0.71% | NEW |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($4.376925924120275e+193T)
Technology0.0% ($30361333.6T)
Healthcare0.0% ($1.5T)
Unknown0.0% ($1.1T)
Communication Services0.0% ($262.3B)
Utilities0.0% ($1.1B)
Consumer Defensive0.0% ($981.4M)
Consumer Cyclical0.0% ($623.4M)
Industrials0.0% ($1.1M)
Energy0.0% ($955K)
Filing History
Fund Information
VERITY Wealth Advisors is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $161.2M across 81 holdings. The largest position is VANGUARD TOTAL STOCK MARKET ETF (VTI), representing 27.2% of the portfolio. Compared to the previous quarter, the fund opened 81 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.