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VERITY Wealth Advisors — 13F Holdings & Portfolio

CIK 1763138 · latest 13F-HR filed 2026-04-09

Backtest portfolio

VERITY Wealth Advisors manages $149.7M in 13F-reported U.S. long-equity assets across 81 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are VTI (27.07%), IVV (16.48%), VEU (8.10%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 3 new positions, exited 3, added to 17, and trimmed 26.

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.

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AUM

$149.7M

Long-equity book

Holdings

81

Distinct positions

Period

2026-03-31

Filed 2026-04-09

Q/Q Activity

+3 / −3 / ↑17 / ↓26

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ISHARES CORE MSCI EAFE ETF$699.5K +193.1%
  • VANGUARD TOTAL INTERNATIONAL STOCK ETF$530.8K +61.7%
  • ISHARES TR S&P CITIGROUP 1-3 YR INTL TREASURY$349.9K +86.1%
  • ISHARES INTERNATIONAL TREASURY BOND ETF$347.4K +86.9%
  • INVESCO INTERNATIONAL CORPORATE BOND ETF$336.3K +81.5%
Show all 17 →

Top Trims

  • VANGUARD TOTAL STOCK MARKET ETF-$3.1M -7.2%
  • ISHARES CURRENCY HEDGED MSCI EAFE ETF-$1.3M -43.5%
  • SCHWAB U.S. BROAD MARKET ETF-$1.2M -81.9%
  • SCHWAB U.S. LARGE-CAP ETF-$1.2M -34.2%
  • GE AEROSPACE COM NEW-$885.1K -77.0%
Show all 26 →

New Positions

  • STATE STREET SPDR S&P 500 ETF$327.1K
  • SLB LIMITED COM STK$236.4K
  • ISHARES S&P SMALL-CAP FUND$203.9K
Show all 3 →

Exited Positions

  • ISHARES S&P 100 ETF$1.1M
  • ISHARES CALIFORNIA MUNI BOND ETF$627.2K
  • ISHARES PREFERRED & INCOME SECURITIES ETF$553.5K
Show all 3 →
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 $40.5M 27.07% 126,339 SH
2 ISHARES CORE S&P 500 ETF IVV 464287200 $24.7M 16.48% 37,776 SH
3 VANGUARD FTSE ALL-WORLD EX-US VEU 922042775 $12.1M 8.10% 161,483 SH
4 VANGUARD FTSE EMERGING MARKETS ETF VWO 922042858 $4.6M 3.07% 84,936 SH
5 VANGUARD FTSE DEVELOPED MARKETS ETF VEA 921943858 $4.0M 2.70% 63,012 SH
6 ISHARES MSCI ACWI EX US ACWX 464288240 $3.9M 2.58% 56,343 SH
7 ISHARES MSCI USA ESG SELECT ETF SUSA 464288802 $3.1M 2.08% 23,554 SH
8 SCHWAB INTERNATIONAL EQUITY ETF SCHF 808524805 $2.6M 1.76% 106,769 SH
9 MICROSOFT CORP COM MSFT 594918104 $2.3M 1.55% 6,279 SH
10 SCHWAB U.S. LARGE-CAP ETF SCHX 808524201 $2.3M 1.54% 90,161 SH
11 VANGUARD REIT INDEX ETF VNQ 922908553 $2.0M 1.35% 22,848 SH
12 JOHNSON & JOHNSON COM JNJ 478160104 $1.7M 1.14% 6,964 SH
13 ISHARES CURRENCY HEDGED MSCI EAFE ETF HEFA 46434V803 $1.7M 1.14% 40,000 SH
14 VANGUARD SHORT-TERM TREASURY ETF VGSH 92206C102 $1.6M 1.04% 26,702 SH
15 DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF DFAX 25434V880 $1.5M 0.99% 43,719 SH
16 ISHARES ESG ADVANCED MSCI USA ETF USXF 46436E767 $1.4M 0.97% 26,236 SH
17 ISHARES 0-5 YEAR TIPS BOND ETF STIP 46429B747 $1.4M 0.96% 13,841 SH
18 VANGUARD TOTAL INTERNATIONAL STOCK ETF VXUS 921909768 $1.4M 0.93% 18,045 SH
19 VANGUARD S&P 500 ETF VOO 922908363 $1.2M 0.79% 1,985 SH
20 VANGUARD TOTAL BOND MARKET ETF BND 921937835 $1.1M 0.76% 15,538 SH
21 ISHARES MSCI USA MIN VOL FACTOR ETF USMV 46429B697 $1.1M 0.75% 12,102 SH
22 ISHARES CORE MSCI EMERGING MARKETS ETF IEMG 46434G103 $1.1M 0.74% 15,852 SH
23 VANGUARD SHORT TERM CORP BOND FD ETF VCSH 92206C409 $1.1M 0.72% 13,640 SH
24 ISHARES CORE MSCI EAFE ETF IEFA 46432F842 $1.1M 0.71% 11,729 SH
25 PEPSICO INC COM PEP 713448108 $1.0M 0.70% 6,726 SH
26 ISHARES ESG ADVANCED MSCI EAFE ETF DMXF 46436E759 $1.0M 0.67% 13,336 SH
27 QUALCOMM INC QCOM 747525103 $1.0M 0.67% 7,795 SH
28 ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF IXUS 46432F834 $965.5K 0.64% 11,144 SH
29 CINTAS CORP CTAS 172908105 $951.2K 0.64% 5,624 SH
30 BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B 084670702 $879.3K 0.59% 1,835 SH
31 ALLIANT ENERGY CORP COM LNT 018802108 $877.3K 0.59% 12,225 SH
32 ISHARES NASDAQ BIOTECHNOLOGY IBB 464287556 $834.7K 0.56% 4,943 SH
33 ISHARES COHEN & STEERS REIT ETF ICF 464287564 $822.1K 0.55% 13,283 SH
34 SCHWAB US AGGREGATE BOND ETF SCHZ 808524839 $796.6K 0.53% 34,307 SH
35 ISHARES MSCI EAFE VALUE ETF EFV 464288877 $788.9K 0.53% 10,611 SH
36 ISHARES ESG MSCI KLD 400 ETF DSI 464288570 $770.2K 0.51% 6,355 SH
37 VANGUARD SHORT-TERM BOND ETF BSV 921937827 $765.8K 0.51% 9,767 SH
38 ISHARES TR S&P CITIGROUP 1-3 YR INTL TREASURY ISHG 464288125 $756.0K 0.50% 10,191 SH
39 INVESCO INTERNATIONAL CORPORATE BOND ETF PDBC 46138E636 $749.2K 0.50% 32,431 SH
40 ISHARES INTERNATIONAL TREASURY BOND ETF IGOV 464288117 $747.4K 0.50% 18,202 SH
41 GILEAD SCIENCES INC GILD 375558103 $744.0K 0.50% 5,338 SH
42 ISHARES S&P 500 VALUE ETF IVE 464287408 $728.0K 0.49% 3,448 SH
43 ISHARES ESG AWARE MSCI EAFE ETF ESGD 46435G516 $701.4K 0.47% 7,335 SH
44 ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF SUSB 46435G243 $659.8K 0.44% 26,322 SH
45 STATE STR CORP COM STT 857477103 $628.2K 0.42% 4,964 SH
46 DIMENSIONAL US MARKETWIDE VALUE ETF DFUV 25434V724 $619.1K 0.41% 12,775 SH
47 ISHARES RUSSELL 3000 ETF IWV 464287689 $612.0K 0.41% 1,651 SH
48 ISHARES TR S&P 1500 INDEX FD ITOT 464287150 $593.2K 0.40% 4,165 SH
49 APPLE INC COM AAPL 037833100 $588.3K 0.39% 2,318 SH
50 VANGUARD TOTAL INTERNATIONAL BOND ETF BNDX 92203J407 $583.7K 0.39% 12,147 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-09 $149.7M 81 0001763138-26-000002
2025-12-31 2026-01-07 $161.2M 82 0001763138-26-000001