VERITY Wealth Advisors

CIK 0001763138 · SAUSALITO, X1 · Quarter end: 2026-06-30 · Filed on: 2026-07-16 · Open the SEC source

VERITY Wealth Advisors reported 81 positions worth $165.6M as of June 30, 2026 (13F filed July 16, 2026). Largest holding: VTI (27.8%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$165.6M
2026 Q2
Positions
81
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
68.9%
Est. Net Flow (Q)
2026 Q2
10 / 81 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1VTIVANGUARD TOTAL STOCK MARKET ETFSH$46.1M27.81%124,452
2IVVISHARES CORE S&P 500 ETFSH$28.3M17.09%37,776
3VEUVANGUARD FTSE ALL-WORLD EX-USSH$13.8M8.35%165,088
4VWOVANGUARD FTSE EMERGING MARKETS ETFSH$5.1M3.06%84,936
5VEAVANGUARD FTSE DEVELOPED MARKETS ETFSH$4.5M2.71%63,012
6ACWXISHARES MSCI ACWI EX USSH$4.3M2.60%56,508
7SUSAISHARES MSCI USA ESG SELECT ETFSH$3.6M2.17%23,263
8SCHFSCHWAB INTERNATIONAL EQUITY ETFSH$3.5M2.13%127,443
9SCHXSCHWAB U.S. LARGE-CAP ETFSH$2.6M1.56%87,999
10MSFTMICROSOFT CORP COMSH$2.4M1.45%6,432

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does VERITY Wealth Advisors hold as of Q2 2026?

VERITY Wealth Advisors reported 81 positions worth $165.6M in its Q2 2026 13F filing. Largest positions: VTI (27.8%), IVV (17.1%), VEU (8.4%), VWO (3.1%) and VEA (2.7%).

What did VERITY Wealth Advisors buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did VERITY Wealth Advisors sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.