VERITY Wealth Advisors
CIK 0001763138 · SAUSALITO, X1 · Quarter end: 2026-06-30 · Filed on: 2026-07-16 · Open the SEC source ↗
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
Top Holdings
VTI
VANGUARD TOTAL STOCK MARKET ETF
27.8%
IVV
ISHARES CORE S&P 500 ETF
17.1%
VEU
VANGUARD FTSE ALL-WORLD EX-US
8.4%
VWO
VANGUARD FTSE EMERGING MARKETS ETF
3.1%
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
2.7%
ACWX
ISHARES MSCI ACWI EX US
2.6%
SUSA
ISHARES MSCI USA ESG SELECT ETF
2.2%
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
2.1%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.