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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 59.02% of VERITY Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: SCHF, Exxon Mobil Corp, VEU, VO, IGOV, MRK, ESGE, ABBV, ISHG, OSBC.
Started 5 new stock positions in MRK, Exxon Mobil Corp, OSBC, ABBV, ESGE.
Reduced shares in these 10 stocks: STIP, VTI, IEFA, DFUV, , BRK.B, , DFIV, , IBB.
Sold out of its positions in DFUV, DFIV, XOM, SPY, VGT.
VERITY Wealth Advisors was a net seller of stock by $-2.0M.
VERITY Wealth Advisors has $166M in assets under management (AUM), dropping by 10.57%.
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 June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Total Stock Market Etf Etf (VTI)	27.8	$46M		125k	370.04	View chart
Ishares Core S&p 500 Etf Etf (IVV)	17.1	$28M		38k	748.89	View chart
Vanguard Ftse All-world Ex-us Etf (VEU)	8.4	$14M	+2%	165k	83.75	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	3.1	$5.1M		85k	59.69	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	2.7	$4.5M		63k	71.25	View chart
Ishares Msci Acwi Ex Us Etf (ACWX)	2.6	$4.3M		57k	76.11	View chart
Ishares Msci Usa Esg Select Etf Etf (SUSA)	2.2	$3.6M		23k	154.30	View chart
Schwab International Equity Etf Etf (SCHF)	2.1	$3.5M	+19%	127k	27.70	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	1.6	$2.6M	-2%	88k	29.43	View chart
Microsoft Corp Stock (MSFT)	1.4	$2.4M	+2%	6.4k	373.02	View chart
Vanguard Reit Index Etf Etf (VNQ)	1.3	$2.2M		23k	96.43	View chart
Ishares Currency Hedged Msci Eafe Etf Etf (HEFA)	1.1	$1.9M		40k	46.93	View chart
Ishares Esg Advanced Msci Usa Etf Etf (USXF)	1.1	$1.8M		27k	69.45	View chart
Johnson & Johnson Stock (JNJ)	1.1	$1.8M		7.0k	253.97	View chart
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)	1.0	$1.6M		44k	36.84	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.9	$1.5M		18k	85.49	View chart
Vanguard Short-term Treasury Etf Etf (VGSH)	0.9	$1.5M	-5%	25k	58.20	View chart
Qualcomm Stock (QCOM)	0.9	$1.4M		7.8k	184.79	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.8	$1.4M		2.0k	686.81	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.8	$1.3M		16k	82.84	View chart
Intel Corp Stock (INTC)	0.7	$1.2M	+2%	8.7k	139.63	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.7	$1.2M		12k	96.46	View chart
Ishares Core Msci Total International Stock Etf Etf (IXUS)	0.7	$1.1M	+7%	12k	95.44	View chart
Ishares Esg Advanced Msci Eafe Etf Etf (DMXF)	0.7	$1.1M		13k	84.60	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.7	$1.1M	-3%	15k	73.41	View chart
Vanguard Short Term Corp Bond Fd Etf Etf (VCSH)	0.7	$1.1M		14k	79.03	View chart
Ishares International Treasury Bond Etf Etf (IGOV)	0.6	$1.0M	+38%	25k	41.03	View chart
Ishares Tr S&p Citigroup 1-3 Yr Intl Treasury Etf (ISHG)	0.6	$973k	+28%	13k	74.25	View chart
Alliant Energy Corp Stock (LNT)	0.6	$933k		12k	76.29	View chart
Pepsico Stock (PEP)	0.6	$911k		6.7k	135.40	View chart
Ishares Esg Msci Kld 400 Etf Etf (DSI)	0.5	$905k		6.4k	142.39	View chart
Ishares Cohen & Steers Reit Etf Etf (ICF)	0.5	$901k		13k	67.63	View chart
Schwab Us Aggregate Bond Etf Etf (SCHZ)	0.5	$863k	+8%	37k	23.13	View chart
State Str Corp Stock (STT)	0.5	$842k		5.0k	169.60	View chart
Invesco International Corporate Bond Etf Etf (PICB)	0.5	$829k	+10%	36k	23.16	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	0.5	$812k		11k	76.55	View chart
Cintas Corp Stock (CTAS)	0.5	$798k	-16%	4.7k	170.08	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.5	$783k		3.4k	227.06	View chart
Ishares Esg Aware Msci Eafe Etf Etf (ESGD)	0.5	$764k		7.4k	102.80	View chart
Vanguard Short-term Bond Etf Etf (BSV)	0.5	$761k		9.8k	77.91	View chart
Ishares Nasdaq Biotechnology Etf (IBB)	0.4	$734k	-21%	3.9k	190.20	View chart
Ishares Russell 3000 Etf Etf (IWV)	0.4	$704k		1.7k	426.40	View chart
Ishares Tr S&p 1500 Index Etf (ITOT)	0.4	$684k		4.2k	164.27	View chart
Gilead Sciences Stock (GILD)	0.4	$674k		5.3k	126.34	View chart
Ishares 0-5 Year Tips Bond Etf Etf (STIP)	0.4	$673k	-52%	6.6k	102.16	View chart
Apple Stock (AAPL)	0.4	$671k		2.3k	289.36	View chart
Ishares Esg Aware 1-5 Year Usd Corporate Bond Etf Etf (SUSB)	0.4	$658k		26k	24.99	View chart
State Street Technology Select Sector Spdr Etf Etf (XLK)	0.4	$614k	+2%	3.2k	190.52	View chart
Vanguard Total International Bond Etf Etf (BNDX)	0.4	$588k		12k	48.43	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.3	$493k	-46%	985.00	500.39	View chart
Ishares Future Exponential Technologies Etf Etf (XT)	0.3	$478k		5.8k	82.63	View chart
Costco Wholesale Corporation Stock (COST)	0.3	$468k		500.00	935.47	View chart
Coupang Inc Cl A Stock (CPNG)	0.3	$459k		26k	17.37	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.3	$438k	-61%	4.5k	96.58	View chart
Amazon Stock (AMZN)	0.3	$424k		1.8k	238.34	View chart
Vanguard Mid Cap Etf (VO)	0.2	$406k	+252%	5.0k	80.57	View chart
Ishares Core U.s. Reit Etf Etf (USRT)	0.2	$398k		6.0k	66.45	View chart
Thermo Fisher Scientific Stock (TMO)	0.2	$355k	-21%	707.00	501.36	View chart
Ge Aerospace Stock (GE)	0.2	$349k		933.00	373.73	View chart
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP)	0.2	$342k	+60%	6.8k	50.23	View chart
Ge Vernova Stock (GEV)	0.2	$315k	+15%	268.00	1174.86	View chart
Vanguard Small-cap Etf Etf (VB)	0.2	$314k		1.0k	303.12	View chart
Exxonmobil Holdings Corp Stock	0.2	$311k	NEW	2.3k	136.72	View chart
Schwab U.s. Broad Market Etf Etf (SCHB)	0.2	$308k		11k	28.96	View chart
Ishares Msci Pacific Ex Japan Etf Etf (EPP)	0.2	$306k		5.7k	53.26	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.2	$300k		840.00	357.37	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.2	$290k		820.00	353.33	View chart
Ishares Global Clean Energy Etf Etf (ICLN)	0.2	$280k		14k	20.49	View chart
Ishares Trs&p Short Term Natl Municipal Bd Etf (SUB)	0.2	$273k		2.6k	106.47	View chart
Ishares Short Maturity Municipal Bond Active Etf Etf (MEAR)	0.2	$271k		5.4k	50.38	View chart
Wisdomtree Floating Rate Treasury Fund Etf (USFR)	0.2	$265k		5.3k	50.35	View chart
Ishares S&p Small-cap Fund Etf (IJR)	0.1	$243k		1.6k	148.31	View chart
Verizon Communications Stock (VZ)	0.1	$242k		5.7k	42.34	View chart
Merck & Co Stock (MRK)	0.1	$234k	NEW	1.8k	128.50	View chart
Ishares Esg Aware Msci Em Etf Etf (ESGE)	0.1	$222k	NEW	4.1k	54.70	View chart
Abbvie Stock (ABBV)	0.1	$219k	NEW	872.00	251.64	View chart
At&t Stock (T)	0.1	$215k	+4%	10k	20.70	View chart
Slb Limited Com Stk Stock (SLB)	0.1	$214k		4.6k	46.49	View chart
Old Second Bancorp Inc Del Stock (OSBC)	0.1	$206k	NEW	8.8k	23.32	View chart
Ishares National Muni Bond Etf Etf (MUB)	0.1	$205k		1.9k	107.62	View chart
Figma Inc Class A Com Stk Stock (FIG)	0.1	$181k		10k	18.09	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 Q2 filed July 16, 2026
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

View all past filings

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