VERITY Wealth Advisors

VERITY Wealth Advisors as of Sept. 30, 2025

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