VERITY Wealth Advisors

VERITY Wealth Advisors as of Dec. 31, 2025

Portfolio Holdings for VERITY Wealth Advisors

VERITY Wealth Advisors holds 81 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Total Stock Market Etf Etf (VTI) 27.2 $44M 131k 335.27
Ishares Core S&p 500 Etf Etf (IVV) 16.1 $26M 38k 684.94
Vanguard Ftse All-world Ex-us Etf (VEU) 7.5 $12M 164k 73.56
Vanguard Ftse Emerging Markets Etf Etf (VWO) 2.9 $4.6M 86k 53.76
Vanguard Ftse Developed Markets Etf Etf (VEA) 2.6 $4.2M 68k 62.47
Ishares Msci Acwi Ex Us Etf (ACWX) 2.3 $3.8M 56k 67.13
Schwab U.s. Large-cap Etf Etf (SCHX) 2.2 $3.5M 131k 26.91
Ishares Msci Usa Esg Select Etf Etf (SUSA) 2.0 $3.3M 24k 139.34
Microsoft Corp Stock (MSFT) 1.9 $3.0M 6.3k 483.62
Ishares Currency Hedged Msci Eafe Etf Etf (HEFA) 1.9 $3.0M 73k 41.36
Schwab International Equity Etf Etf (SCHF) 1.6 $2.6M 107k 24.04
Vanguard Reit Index Etf Etf (VNQ) 1.4 $2.2M 25k 88.49
Vanguard Short-term Treasury Etf Etf (VGSH) 0.9 $1.5M 26k 58.73
Ishares Nasdaq Biotechnology Etf (IBB) 0.9 $1.5M 8.9k 168.77
Ishares Esg Advanced Msci Usa Etf Etf (USXF) 0.9 $1.5M 26k 57.58
Schwab U.s. Broad Market Etf Etf (SCHB) 0.9 $1.5M 56k 26.23
Johnson & Johnson Stock (JNJ) 0.9 $1.5M 7.1k 206.95
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX) 0.9 $1.4M 44k 32.73
Ishares 0-5 Year Tips Bond Etf Etf (STIP) 0.9 $1.4M 14k 102.39
Qualcomm Stock (QCOM) 0.8 $1.3M 7.8k 171.05
Vanguard S&p 500 Etf Etf (VOO) 0.8 $1.2M 2.0k 627.13
Vanguard Total Bond Market Etf Etf (BND) 0.7 $1.2M 16k 74.07
Ge Aerospace Stock (GE) 0.7 $1.1M 3.7k 308.03
Vanguard Short-term Bond Etf Etf (BSV) 0.7 $1.1M 15k 78.81
Ishares Msci Usa Min Vol Factor Etf Etf (USMV) 0.7 $1.1M 12k 94.16
Vanguard Short Term Corp Bond Fd Etf Etf (VCSH) 0.7 $1.1M 14k 79.73
Alliant Energy Corp Stock (LNT) 0.7 $1.1M 16k 65.01
Ishares S&p 100 Etf Etf (OEF) 0.7 $1.1M 3.1k 343.02
Cintas Corp Stock (CTAS) 0.7 $1.1M 5.6k 188.07
Ishares Esg Advanced Msci Eafe Etf Etf (DMXF) 0.6 $997k 13k 75.16
Pepsico Stock (PEP) 0.6 $981k 6.8k 143.52
Exxon Mobil Corp Stock (XOM) 0.6 $956k 7.9k 120.34
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.6 $922k 1.8k 502.65
Ishares Core Msci Total International Stock Etf Etf (IXUS) 0.6 $921k 11k 84.64
Vanguard Total International Stock Etf Etf (VXUS) 0.5 $861k 11k 75.44
Schwab Us Aggregate Bond Etf Etf (SCHZ) 0.5 $839k 36k 23.37
Ishares Esg Msci Kld 400 Etf Etf (DSI) 0.5 $819k 6.4k 128.83
Ishares Core Msci Emerging Markets Etf Etf (IEMG) 0.5 $815k 12k 67.22
Ishares Cohen & Steers Reit Etf Etf (ICF) 0.5 $791k 13k 59.67
Ishares Msci Eafe Value Etf Etf (EFV) 0.5 $759k 11k 71.41
Ishares S&p 500 Value Etf Etf (IVE) 0.5 $732k 3.5k 212.07
Ishares Esg Aware Msci Eafe Etf Etf (ESGD) 0.4 $698k 7.3k 95.09
Ishares Esg Aware 1-5 Year Usd Corporate Bond Etf Etf (SUSB) 0.4 $664k 26k 25.24
Gilead Sciences Stock (GILD) 0.4 $655k 5.3k 122.74
State Str Corp Stock (STT) 0.4 $640k 5.0k 129.01
Ishares Russell 3000 Etf Etf (IWV) 0.4 $639k 1.7k 386.85
Apple Stock (AAPL) 0.4 $630k 2.3k 271.86
Ishares California Muni Bond Etf Etf (CMF) 0.4 $627k 11k 57.46
Coupang Inc Cl A Stock (CPNG) 0.4 $623k 26k 23.59
Ishares Tr S&p 1500 Index Etf (ITOT) 0.4 $619k 4.2k 148.69
Ge Vernova Stock (GEV) 0.4 $610k 933.00 653.57
Vanguard Information Technology Etf Etf (VGT) 0.4 $596k 790.00 753.78
Dimensional Us Marketwide Value Etf Etf (DFUV) 0.4 $595k 13k 46.59
Ishares Preferred & Income Securities Etf Etf (PFF) 0.3 $554k 18k 30.96
Thermo Fisher Scientific Stock (TMO) 0.3 $519k 896.00 579.45
State Street Technology Select Sector Spdr Etf Etf (XLK) 0.3 $454k 3.2k 143.97
Costco Whsl Corp Stock (COST) 0.3 $431k 500.00 862.34
Vanguard Mid Cap Etf (VO) 0.3 $415k 1.4k 290.25
Invesco International Corporate Bond Etf Etf (PICB) 0.3 $413k 17k 23.88
Amazon Stock (AMZN) 0.3 $411k 1.8k 230.82
Ishares Tr S&p Citigroup 1-3 Yr Intl Treasury Etf (ISHG) 0.3 $406k 5.4k 75.24
Ishares Future Exponential Technologies Etf Etf (XT) 0.3 $404k 5.8k 69.74
Ishares International Treasury Bond Etf Etf (IGOV) 0.2 $400k 9.6k 41.66
Figma Inc Class A Com Stk Stock (FIG) 0.2 $374k 10k 37.37
Ishares Core Msci Eafe Etf Etf (IEFA) 0.2 $362k 4.1k 89.46
Ishares Core U.s. Reit Etf Etf (USRT) 0.2 $342k 6.0k 56.96
Dimensional International Value Etf Etf (DFIV) 0.2 $338k 6.8k 49.90
Intel Corp Stock (INTC) 0.2 $312k 8.4k 36.90
Vanguard Total International Bond Etf Etf (BNDX) 0.2 $296k 6.1k 48.32
Ishares Msci Pacific Ex Japan Etf Etf (EPP) 0.2 $290k 5.7k 50.47
Ishares Trs&p Short Term Natl Municipal Bd Etf (SUB) 0.2 $274k 2.6k 106.70
Ishares Short Maturity Municipal Bond Active Etf Etf (MEAR) 0.2 $271k 5.4k 50.32
Wisdomtree Floating Rate Treasury Fund Etf (USFR) 0.2 $265k 5.3k 50.32
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.2 $263k 840.00 313.00
Vanguard Small-cap Etf Etf (VB) 0.2 $262k 1.0k 257.95
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.2 $257k 820.00 313.80
At&t Stock (T) 0.2 $248k 10k 24.84
Verizon Communications Stock (VZ) 0.1 $233k 5.7k 40.73
Ishares Global Clean Energy Etf Etf (ICLN) 0.1 $224k 14k 16.43
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP) 0.1 $210k 4.2k 49.46
Ishares National Muni Bond Etf Etf (MUB) 0.1 $202k 1.9k 107.10