VERITY Wealth Advisors

VERITY Wealth Advisors as of March 31, 2026

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