Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

VERITY Wealth Advisors

Latest statistics and disclosures from VERITY Wealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are VTI, IVV, VEU, VWO, MSFT, and represent 56.49% of VERITY Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: FIG, INTC, VXUS, GOOGL, ABBV, VNQ, IXUS, HEFA, BND, BNDX.
Started 4 new stock positions in GOOGL, INTC, FIG, ABBV.
Reduced shares in these 10 stocks: XT, IGF, ICLN, MEAR, VGSH, SCHZ, ITOT, PFF, VEU, VTI.
Sold out of its position in IGF.
VERITY Wealth Advisors was a net seller of stock by $-440k.
VERITY Wealth Advisors has $158M in assets under management (AUM), dropping by 6.36%.
Central Index Key (CIK): 0001763138

Tip: Access up to 7 years of quarterly data

Positions held by VERITY Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for VERITY Wealth Advisors

VERITY Wealth Advisors holds 78 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Total Stock Market Etf Etf (VTI)	27.5	$44M		133k	328.17	View chart
Ishares Core S&p 500 Etf Etf (IVV)	16.0	$25M		38k	669.30	View chart
Vanguard Ftse All-world Ex-us Etf (VEU)	7.4	$12M		164k	71.37	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	2.9	$4.7M		86k	54.18	View chart
Microsoft Corp Stock (MSFT)	2.7	$4.3M		8.2k	517.95	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	2.6	$4.1M		68k	59.92	View chart
Ishares Msci Acwi Ex Us Etf (ACWX)	2.3	$3.6M		56k	65.01	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	2.2	$3.4M		131k	26.34	View chart
Ishares Msci Usa Esg Select Etf Etf (SUSA)	2.0	$3.2M		24k	135.65	View chart
Ishares Currency Hedged Msci Eafe Etf Etf (HEFA)	1.8	$2.9M		72k	39.61	View chart
Schwab International Equity Etf Etf (SCHF)	1.6	$2.5M		107k	23.28	View chart
Vanguard Reit Index Etf Etf (VNQ)	1.4	$2.2M	+3%	25k	91.42	View chart
Vanguard Short-term Treasury Etf Etf (VGSH)	1.0	$1.5M	-8%	26k	58.85	View chart
Ishares Esg Advanced Msci Usa Etf Etf (USXF)	0.9	$1.5M		26k	57.31	View chart
Schwab U.s. Broad Market Etf Etf (SCHB)	0.9	$1.4M		56k	25.71	View chart
Ishares 0-5 Year Tips Bond Etf Etf (STIP)	0.9	$1.4M		14k	103.36	View chart
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)	0.9	$1.4M		44k	31.38	View chart
Johnson & Johnson Stock (JNJ)	0.8	$1.3M		7.1k	185.42	View chart
Qualcomm Stock (QCOM)	0.8	$1.3M		7.8k	166.36	View chart
Ishares Nasdaq Biotechnology Etf (IBB)	0.8	$1.3M		8.9k	144.37	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.8	$1.2M		2.0k	612.38	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.8	$1.2M		16k	74.37	View chart
Vanguard Short-term Bond Etf Etf (BSV)	0.7	$1.2M		15k	78.91	View chart
Cintas Corp Stock (CTAS)	0.7	$1.2M		5.6k	205.26	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.7	$1.2M		12k	95.14	View chart
Ge Aerospace Stock (GE)	0.7	$1.1M		3.7k	300.82	View chart
Alliant Energy Corp Stock (LNT)	0.7	$1.1M		16k	67.41	View chart
Vanguard Short Term Corp Bond Fd Etf Etf (VCSH)	0.7	$1.1M		14k	79.93	View chart
Ishares S&p 100 Etf Etf (OEF)	0.7	$1.0M		3.1k	332.88	View chart
Ishares Esg Advanced Msci Eafe Etf Etf (DMXF)	0.6	$1.0M		13k	75.74	View chart
Pepsico Stock (PEP)	0.6	$960k		6.8k	140.44	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.6	$923k		1.8k	502.74	View chart
Ishares Esg Msci Kld 400 Etf Etf (DSI)	0.6	$919k		7.3k	125.95	View chart
Ishares Core Msci Total International Stock Etf Etf (IXUS)	0.6	$914k	+4%	11k	82.58	View chart
Exxon Mobil Corp Stock (XOM)	0.6	$895k		7.9k	112.75	View chart
Coupang Inc Cl A Stock (CPNG)	0.5	$851k		26k	32.20	View chart
Schwab Us Aggregate Bond Etf Etf (SCHZ)	0.5	$842k	-8%	36k	23.47	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.5	$838k	+38%	11k	73.46	View chart
Ishares Cohen & Steers Reit Etf Etf (ICF)	0.5	$812k		13k	61.62	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.5	$791k		12k	65.92	View chart
Ishares Esg Aware Msci Eafe Etf Etf (ESGD)	0.4	$682k		7.3k	92.98	View chart
Ishares Esg Aware 1-5 Year Usd Corporate Bond Etf Etf (SUSB)	0.4	$666k		26k	25.31	View chart
Ishares Russell 3000 Etf Etf (IWV)	0.4	$626k		1.7k	378.94	View chart
Ishares California Muni Bond Etf Etf (CMF)	0.4	$623k		11k	57.04	View chart
Ishares Tr S&p 1500 Index Etf (ITOT)	0.4	$607k	-2%	4.2k	145.65	View chart
Gilead Sciences Stock (GILD)	0.4	$593k		5.3k	111.00	View chart
Apple Stock (AAPL)	0.4	$590k		2.3k	254.63	View chart
Vanguard Information Technology Etf Etf (VGT)	0.4	$590k		790.00	746.63	View chart
State Str Corp Stock (STT)	0.4	$576k		5.0k	116.01	View chart
Ge Vernova Stock (GEV)	0.4	$574k		933.00	614.90	View chart
Dimensional Us Marketwide Value Etf Etf (DFUV)	0.4	$571k		13k	44.69	View chart
Ishares Preferred & Income Securities Etf Etf (PFF)	0.4	$565k	-2%	18k	31.62	View chart
Figma Inc Class A Com Stk Stock (FIG)	0.3	$519k	NEW	10k	51.87	View chart
Costco Whsl Corp Stock (COST)	0.3	$463k		500.00	925.63	View chart
Technology Select Sector Spdr Fund Etf (XLK)	0.3	$444k		1.6k	281.86	View chart
Thermo Fisher Scientific Stock (TMO)	0.3	$435k		896.00	485.02	View chart
Vanguard Mid Cap Etf (VO)	0.3	$417k		1.4k	293.71	View chart
Invesco International Corporate Bond Etf Etf (PICB)	0.3	$412k		17k	23.83	View chart
Ishares Tr S&p Citigroup 1-3 Yr Intl Treasury Etf (ISHG)	0.3	$411k		5.4k	76.18	View chart
Ishares International Treasury Bond Etf Etf (IGOV)	0.3	$409k		9.6k	42.60	View chart
Amazon Stock (AMZN)	0.2	$391k		1.8k	219.57	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.2	$354k		4.1k	87.31	View chart
Ishares Core U.s. Reit Etf Etf (USRT)	0.2	$352k		6.0k	58.72	View chart
Dimensional International Value Etf Etf (DFIV)	0.2	$312k		6.8k	46.12	View chart
Ishares Future Exponential Technologies Etf Etf (XT)	0.2	$309k	-63%	4.3k	71.94	View chart
Vanguard Total International Bond Etf Etf (BNDX)	0.2	$303k		6.1k	49.46	View chart
Ishares Msci Pacific Ex Japan Etf Etf (EPP)	0.2	$296k		5.7k	51.56	View chart
Intel Corp Stock (INTC)	0.2	$283k	NEW	8.4k	33.55	View chart
At&t Stock (T)	0.2	$281k		10k	28.24	View chart
Ishares Trs&p Short Term Natl Municipal Bd Etf (SUB)	0.2	$274k		2.6k	106.78	View chart
Ishares Short Maturity Municipal Bond Active Etf Etf (MEAR)	0.2	$272k	-52%	5.4k	50.51	View chart
Wisdomtree Floating Rate Treasury Fund Etf (USFR)	0.2	$265k		5.3k	50.27	View chart
Vanguard Small-cap Etf Etf (VB)	0.2	$258k		1.0k	254.28	View chart
Verizon Communications Stock (VZ)	0.2	$252k		5.7k	43.95	View chart
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP)	0.1	$215k		4.2k	50.63	View chart
Ishares Global Clean Energy Etf Etf (ICLN)	0.1	$211k	-65%	14k	15.48	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.1	$204k	NEW	840.00	243.10	View chart
Abbvie Stock (ABBV)	0.1	$202k	NEW	872.00	231.54	View chart

Past Filings by VERITY Wealth Advisors

SEC 13F filings are viewable for VERITY Wealth Advisors going back to 2018

VERITY Wealth Advisors 2025 Q3 filed Oct. 17, 2025
VERITY Wealth Advisors 2025 Q2 filed Aug. 8, 2025
VERITY Wealth Advisors 2025 Q1 filed April 22, 2025
VERITY Wealth Advisors 2024 Q4 filed Feb. 7, 2025
VERITY Wealth Advisors 2024 Q3 filed Oct. 3, 2024
VERITY Wealth Advisors 2024 Q2 filed Aug. 2, 2024
VERITY Wealth Advisors 2024 Q1 filed April 5, 2024
VERITY Wealth Advisors 2023 Q4 filed Jan. 4, 2024
VERITY Wealth Advisors 2023 Q3 filed Oct. 26, 2023
VERITY Wealth Advisors 2023 Q2 filed July 27, 2023
VERITY Wealth Advisors 2023 Q1 filed May 8, 2023
VERITY Wealth Advisors 2022 Q4 filed Jan. 11, 2023
VERITY Wealth Advisors 2022 Q3 filed Oct. 27, 2022
VERITY Wealth Advisors 2022 Q2 filed July 12, 2022
VERITY Wealth Advisors 2022 Q1 filed April 11, 2022
VERITY Wealth Advisors 2021 Q4 filed Jan. 20, 2022

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z