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VERITY Wealth Advisors — 13F Holdings & Portfolio

CIK 1763138 · latest 13F-HR filed 2026-07-16

Backtest portfolio

VERITY Wealth Advisors manages $165.6M in 13F-reported U.S. long-equity assets across 81 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are VTI (27.81%), IVV (17.09%), VEU (8.35%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 5 new positions, exited 5, added to 46, and trimmed 15.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
ONE HARBOR DRIVE
SUITE 300
SAUSALITO, X1 94965
Phone
(415) 561-3340
Filing Manager
VERITY Wealth Advisors
SAUSALITO, X1
Signatory
Robert Evan Oliver
Principal
Loading holdings…
AUM

$165.6M

Long-equity book

Holdings

81

Distinct positions

Period

2026-06-30

Filed 2026-07-16

Q/Q Activity

+5 / −5 / ↑46 / ↓15

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • VANGUARD TOTAL STOCK MARKET ETF$5.5M +13.6%
  • ISHARES CORE S&P 500 ETF$3.6M +14.6%
  • VANGUARD FTSE ALL-WORLD EX-US$1.7M +14.0%
  • SCHWAB INTERNATIONAL EQUITY ETF$887.6K +33.6%
  • INTEL CORP COM$839.9K +225.3%
Show all 46 →

Top Trims

  • ISHARES 0-5 YEAR TIPS BOND ETF-$759.1K -53.0%
  • ISHARES CORE MSCI EAFE ETF-$623.4K -58.7%
  • BERKSHIRE HATHAWAY INC DEL CL B NEW-$386.4K -43.9%
  • CINTAS CORP-$153.6K -16.1%
  • PEPSICO INC COM-$133.8K -12.8%
Show all 15 →

New Positions

  • EXXONMOBIL HOLDINGS CORP COM SHS$310.9K
  • MERCK & CO INC$234.1K
  • ISHARES ESG AWARE MSCI EM ETF$222.2K
  • ABBVIE INC COM$219.4K
  • OLD SECOND BANCORP INC DEL$205.6K
Show all 5 →

Exited Positions

  • DIMENSIONAL US MARKETWIDE VALUE ETF$619.1K
  • VANGUARD INFORMATION TECHNOLOGY ETF$551.2K
  • EXXON MOBIL CORP COM$385.8K
  • DIMENSIONAL INTERNATIONAL VALUE ETF$357.4K
  • STATE STREET SPDR S&P 500 ETF$327.1K
Show all 5 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 VANGUARD TOTAL STOCK MARKET ETF VTI 922908769 $46.1M 27.81% 124,452 SH
2 ISHARES CORE S&P 500 ETF IVV 464287200 $28.3M 17.09% 37,776 SH
3 VANGUARD FTSE ALL-WORLD EX-US VEU 922042775 $13.8M 8.35% 165,088 SH
4 VANGUARD FTSE EMERGING MARKETS ETF VWO 922042858 $5.1M 3.06% 84,936 SH
5 VANGUARD FTSE DEVELOPED MARKETS ETF VEA 921943858 $4.5M 2.71% 63,012 SH
6 ISHARES MSCI ACWI EX US ACWX 464288240 $4.3M 2.60% 56,508 SH
7 ISHARES MSCI USA ESG SELECT ETF SUSA 464288802 $3.6M 2.17% 23,263 SH
8 SCHWAB INTERNATIONAL EQUITY ETF SCHF 808524805 $3.5M 2.13% 127,443 SH
9 SCHWAB U.S. LARGE-CAP ETF SCHX 808524201 $2.6M 1.56% 87,999 SH
10 MICROSOFT CORP COM MSFT 594918104 $2.4M 1.45% 6,432 SH
11 VANGUARD REIT INDEX ETF VNQ 922908553 $2.2M 1.34% 23,020 SH
12 ISHARES CURRENCY HEDGED MSCI EAFE ETF HEFA 46434V803 $1.9M 1.13% 40,000 SH
13 ISHARES ESG ADVANCED MSCI USA ETF USXF 46436E767 $1.8M 1.11% 26,467 SH
14 JOHNSON & JOHNSON COM JNJ 478160104 $1.8M 1.07% 6,964 SH
15 DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF DFAX 25434V880 $1.6M 0.97% 43,719 SH
16 VANGUARD TOTAL INTERNATIONAL STOCK ETF VXUS 921909768 $1.5M 0.93% 18,045 SH
17 VANGUARD SHORT-TERM TREASURY ETF VGSH 92206C102 $1.5M 0.89% 25,331 SH
18 QUALCOMM INC QCOM 747525103 $1.4M 0.87% 7,795 SH
19 VANGUARD S&P 500 ETF VOO 922908363 $1.4M 0.82% 1,985 SH
20 ISHARES CORE MSCI EMERGING MARKETS ETF IEMG 46434G103 $1.3M 0.80% 15,912 SH
21 INTEL CORP COM INTC 458140100 $1.2M 0.73% 8,685 SH
22 ISHARES MSCI USA MIN VOL FACTOR ETF USMV 46429B697 $1.2M 0.71% 12,102 SH
23 ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF IXUS 46432F834 $1.1M 0.69% 12,028 SH
24 ISHARES ESG ADVANCED MSCI EAFE ETF DMXF 46436E759 $1.1M 0.69% 13,428 SH
25 VANGUARD TOTAL BOND MARKET ETF BND 921937835 $1.1M 0.67% 15,022 SH
26 VANGUARD SHORT TERM CORP BOND FD ETF VCSH 92206C409 $1.1M 0.65% 13,676 SH
27 ISHARES INTERNATIONAL TREASURY BOND ETF IGOV 464288117 $1.0M 0.63% 25,245 SH
28 ISHARES TR S&P CITIGROUP 1-3 YR INTL TREASURY ISHG 464288125 $973.3K 0.59% 13,109 SH
29 ALLIANT ENERGY CORP COM LNT 018802108 $932.6K 0.56% 12,225 SH
30 PEPSICO INC COM PEP 713448108 $910.7K 0.55% 6,726 SH
31 ISHARES ESG MSCI KLD 400 ETF DSI 464288570 $904.9K 0.55% 6,355 SH
32 ISHARES COHEN & STEERS REIT ETF ICF 464287564 $901.1K 0.54% 13,323 SH
33 SCHWAB US AGGREGATE BOND ETF SCHZ 808524839 $862.9K 0.52% 37,305 SH
34 STATE STR CORP COM STT 857477103 $841.9K 0.51% 4,964 SH
35 INVESCO INTERNATIONAL CORPORATE BOND ETF PDBC 46138E636 $828.9K 0.50% 35,790 SH
36 ISHARES MSCI EAFE VALUE ETF EFV 464288877 $812.3K 0.49% 10,611 SH
37 CINTAS CORP CTAS 172908105 $797.7K 0.48% 4,690 SH
38 ISHARES S&P 500 VALUE ETF IVE 464287408 $782.9K 0.47% 3,448 SH
39 ISHARES ESG AWARE MSCI EAFE ETF ESGD 46435G516 $764.0K 0.46% 7,432 SH
40 VANGUARD SHORT-TERM BOND ETF BSV 921937827 $760.9K 0.46% 9,767 SH
41 ISHARES NASDAQ BIOTECHNOLOGY IBB 464287556 $734.2K 0.44% 3,860 SH
42 ISHARES RUSSELL 3000 ETF IWV 464287689 $704.0K 0.43% 1,651 SH
43 ISHARES TR S&P 1500 INDEX FD ITOT 464287150 $684.2K 0.41% 4,165 SH
44 GILEAD SCIENCES INC GILD 375558103 $674.4K 0.41% 5,338 SH
45 ISHARES 0-5 YEAR TIPS BOND ETF STIP 46429B747 $672.5K 0.41% 6,583 SH
46 APPLE INC COM AAPL 037833100 $670.7K 0.41% 2,318 SH
47 ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF SUSB 46435G243 $657.8K 0.40% 26,322 SH
48 STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF XLK 81369Y803 $614.4K 0.37% 3,225 SH
49 VANGUARD TOTAL INTERNATIONAL BOND ETF BNDX 92203J407 $588.3K 0.36% 12,147 SH
50 BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B 084670702 $492.9K 0.30% 985 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-16 $165.6M 81 0001763138-26-000004
2026-03-31 2026-04-09 $149.7M 81 0001763138-26-000002
2025-12-31 2026-01-07 $161.2M 82 0001763138-26-000001