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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, VEA, and represent 57.41% of VERITY Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: IEFA, VXUS, ISHG, IGOV, PICB, SPY, BNDX, IEMG, SLB, IJR.
Started 3 new stock positions in IJR, SLB, SPY.
Reduced shares in these 10 stocks: HEFA, VTI, SCHB, OEF, SCHX, XOM, GE, IBB, CMF, GEV.
Sold out of its positions in OEF, CMF, PFF.
VERITY Wealth Advisors was a net seller of stock by $-8.1M.
VERITY Wealth Advisors has $150M in assets under management (AUM), dropping by -7.09%.
Central Index Key (CIK): 0001763138

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

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Portfolio Holdings for VERITY Wealth Advisors

VERITY Wealth Advisors holds 81 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Total Stock Market Etf Etf (VTI)	27.1	$41M	-3%	126k	320.81	View chart
Ishares Core S&p 500 Etf Etf (IVV)	16.5	$25M		38k	653.21	View chart
Vanguard Ftse All-world Ex-us Etf (VEU)	8.1	$12M		162k	75.10	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	3.1	$4.6M		85k	54.05	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	2.7	$4.0M	-7%	63k	64.08	View chart
Ishares Msci Acwi Ex Us Etf (ACWX)	2.6	$3.9M		56k	68.47	View chart
Ishares Msci Usa Esg Select Etf Etf (SUSA)	2.1	$3.1M		24k	132.10	View chart
Schwab International Equity Etf Etf (SCHF)	1.8	$2.6M		107k	24.75	View chart
Microsoft Corp Stock (MSFT)	1.6	$2.3M		6.3k	370.17	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	1.5	$2.3M	-30%	90k	25.64	View chart
Vanguard Reit Index Etf Etf (VNQ)	1.4	$2.0M	-7%	23k	88.70	View chart
Johnson & Johnson Stock (JNJ)	1.1	$1.7M		7.0k	244.44	View chart
Ishares Currency Hedged Msci Eafe Etf Etf (HEFA)	1.1	$1.7M	-44%	40k	42.50	View chart
Vanguard Short-term Treasury Etf Etf (VGSH)	1.0	$1.6M	+4%	27k	58.54	View chart
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)	1.0	$1.5M		44k	33.97	View chart
Ishares Esg Advanced Msci Usa Etf Etf (USXF)	1.0	$1.4M		26k	55.20	View chart
Ishares 0-5 Year Tips Bond Etf Etf (STIP)	1.0	$1.4M		14k	103.43	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.9	$1.4M	+58%	18k	77.11	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.8	$1.2M		2.0k	597.55	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.8	$1.1M	-3%	16k	73.64	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.7	$1.1M		12k	92.74	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.7	$1.1M	+30%	16k	69.75	View chart
Vanguard Short Term Corp Bond Fd Etf Etf (VCSH)	0.7	$1.1M		14k	79.27	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.7	$1.1M	+189%	12k	90.53	View chart
Pepsico Stock (PEP)	0.7	$1.0M		6.7k	155.29	View chart
Ishares Esg Advanced Msci Eafe Etf Etf (DMXF)	0.7	$1.0M		13k	75.45	View chart
Qualcomm Stock (QCOM)	0.7	$1.0M		7.8k	128.78	View chart
Ishares Core Msci Total International Stock Etf Etf (IXUS)	0.6	$966k	+2%	11k	86.64	View chart
Cintas Corp Stock (CTAS)	0.6	$951k		5.6k	169.14	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.6	$879k		1.8k	479.20	View chart
Alliant Energy Corp Stock (LNT)	0.6	$877k	-25%	12k	71.76	View chart
Ishares Nasdaq Biotechnology Etf (IBB)	0.6	$835k	-44%	4.9k	168.86	View chart
Ishares Cohen & Steers Reit Etf Etf (ICF)	0.5	$822k		13k	61.89	View chart
Schwab Us Aggregate Bond Etf Etf (SCHZ)	0.5	$797k	-4%	34k	23.22	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	0.5	$789k		11k	74.35	View chart
Ishares Esg Msci Kld 400 Etf Etf (DSI)	0.5	$770k		6.4k	121.19	View chart
Vanguard Short-term Bond Etf Etf (BSV)	0.5	$766k	-33%	9.8k	78.41	View chart
Ishares Tr S&p Citigroup 1-3 Yr Intl Treasury Etf (ISHG)	0.5	$756k	+88%	10k	74.18	View chart
Invesco International Corporate Bond Etf Etf (PICB)	0.5	$749k	+87%	32k	23.10	View chart
Ishares International Treasury Bond Etf Etf (IGOV)	0.5	$747k	+89%	18k	41.06	View chart
Gilead Sciences Stock (GILD)	0.5	$744k		5.3k	139.37	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.5	$728k		3.4k	211.15	View chart
Ishares Esg Aware Msci Eafe Etf Etf (ESGD)	0.5	$701k		7.3k	95.62	View chart
Ishares Esg Aware 1-5 Year Usd Corporate Bond Etf Etf (SUSB)	0.4	$660k		26k	25.07	View chart
State Str Corp Stock (STT)	0.4	$628k		5.0k	126.56	View chart
Dimensional Us Marketwide Value Etf Etf (DFUV)	0.4	$619k		13k	48.46	View chart
Ishares Russell 3000 Etf Etf (IWV)	0.4	$612k		1.7k	370.68	View chart
Ishares Tr S&p 1500 Index Etf (ITOT)	0.4	$593k		4.2k	142.43	View chart
Apple Stock (AAPL)	0.4	$588k		2.3k	253.79	View chart
Vanguard Total International Bond Etf Etf (BNDX)	0.4	$584k	+98%	12k	48.05	View chart
Vanguard Information Technology Etf Etf (VGT)	0.4	$551k		790.00	697.72	View chart
Coupang Inc Cl A Stock (CPNG)	0.3	$499k		26k	18.88	View chart
Costco Wholesale Corporation Stock (COST)	0.3	$498k		500.00	996.43	View chart
Thermo Fisher Scientific Stock (TMO)	0.3	$440k		896.00	491.53	View chart
State Street Technology Select Sector Spdr Etf Etf (XLK)	0.3	$419k		3.2k	132.90	View chart
Vanguard Mid Cap Etf (VO)	0.3	$411k		1.4k	287.15	View chart
Ishares Future Exponential Technologies Etf Etf (XT)	0.3	$394k		5.8k	68.15	View chart
Exxon Mobil Corp Stock (XOM)	0.3	$386k	-71%	2.3k	169.66	View chart
Intel Corp Stock (INTC)	0.2	$373k		8.4k	44.13	View chart
Amazon Stock (AMZN)	0.2	$371k		1.8k	208.27	View chart
Dimensional International Value Etf Etf (DFIV)	0.2	$357k		6.8k	52.78	View chart
Ishares Core U.s. Reit Etf Etf (USRT)	0.2	$355k		6.0k	59.19	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	0.2	$327k	NEW	503.00	650.34	View chart
Ishares Msci Pacific Ex Japan Etf Etf (EPP)	0.2	$305k		5.7k	53.14	View chart
At&t Stock (T)	0.2	$289k		10k	28.99	View chart
Verizon Communications Stock (VZ)	0.2	$287k		5.7k	50.20	View chart
Ishares Trs&p Short Term Natl Municipal Bd Etf (SUB)	0.2	$274k		2.6k	106.50	View chart
Ishares Short Maturity Municipal Bond Active Etf Etf (MEAR)	0.2	$271k		5.4k	50.34	View chart
Schwab U.s. Broad Market Etf Etf (SCHB)	0.2	$267k	-81%	11k	25.10	View chart
Vanguard Small-cap Etf Etf (VB)	0.2	$266k		1.0k	261.92	View chart
Wisdomtree Floating Rate Treasury Fund Etf (USFR)	0.2	$265k		5.3k	50.34	View chart
Ge Aerospace Stock (GE)	0.2	$265k	-75%	933.00	283.77	View chart
Ishares Global Clean Energy Etf Etf (ICLN)	0.2	$249k		14k	18.29	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.2	$242k		840.00	287.56	View chart
Slb Limited Com Stk Stock (SLB)	0.2	$236k	NEW	4.6k	51.39	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.2	$235k		820.00	286.86	View chart
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP)	0.1	$212k		4.2k	49.95	View chart
Figma Inc Class A Com Stk Stock (FIG)	0.1	$211k		10k	21.14	View chart
Ishares S&p Small-cap Fund Etf (IJR)	0.1	$204k	NEW	1.6k	124.31	View chart
Ge Vernova Stock (GEV)	0.1	$203k	-75%	233.00	872.90	View chart
Ishares National Muni Bond Etf Etf (MUB)	0.1	$201k		1.9k	106.14	View chart

Past Filings by VERITY Wealth Advisors

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

VERITY Wealth Advisors 2026 Q1 filed April 9, 2026
VERITY Wealth Advisors 2025 Q4 filed Jan. 7, 2026
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

View all past filings

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