VERITY Wealth Advisors

VERITY Wealth Advisors as of June 30, 2026

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