CIK: 0001763138
Total reported value
$149.7M
Reporting period: 2026-03-31 · Number of holdings: 81
VERITY Wealth Advisors disclosed 81 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $149.7M and a quarterly turnover rate of 13.6%.
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VERITY Wealth Advisors's disclosed holdings carry a Herfindahl concentration index of 0.113 — mathematically equivalent to about 9 equally-sized positions, well below its 81 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 2.87), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 10% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Trim HEFA
-45.0% -$1.3M
Trim SCHB
-81.1% -$1.2M
Trim SCHX
-31.0% -$1.2M
Add VEU
-1.2% $99.7K
Trim GE
-75.0% -$885.1K
Add IEFA
+189.6% $699.5K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 27.07% | -0.09% | -3.23% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 16.48% | +0.39% | -0.20% | |
| 3 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 8.10% | +0.64% | -1.24% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.07% | — | -1.37% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.70% | +0.07% | -7.24% | |
| 6 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 2.58% | +0.23% | — | |
| 7 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 2.08% | +0.04% | — | |
| 8 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.76% | +0.17% | — | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 1.55% | -0.33% | — | |
| 10 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.54% | -0.64% | -30.97% | |
| 11 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.35% | -0.01% | -7.54% | |
| 12 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.14% | +0.23% | -1.43% | |
| 13 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 1.14% | -0.73% | -44.97% | |
| 14 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 1.04% | +0.11% | +4.11% | |
| 15 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.99% | +0.10% | — | |
| 16 | USXF | Ishares Esg Advance Msci USA | ETF-Other | 0.97% | +0.04% | +0.79% | |
| 17 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.96% | — | — | |
| 18 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.93% | +0.40% | +58.16% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.79% | +0.02% | — | |
| 20 | BND | Vanguard Total Bond Market | ETF-Other | 0.76% | +0.02% | -3.54% | |
| 21 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.75% | — | — | |
| 22 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.74% | +0.23% | +30.73% | |
| 23 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.72% | — | +0.16% | |
| 24 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.71% | +0.49% | +189.60% | |
| 25 | PEP | Pepsico INC | Stock-Consumer Staples | 0.70% | +0.09% | -1.62% | |
| 26 | DMXF | Ishares Esg Advanc Msci Eafe | ETF-Other | 0.67% | — | +0.53% | |
| 27 | QCOM | Qualcomm INC | Stock-Tech | 0.67% | -0.16% | — | |
| 28 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.64% | +0.07% | +2.37% | |
| 29 | CTAS | Cintas CORP | Stock-Industrials | 0.64% | -0.02% | — | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.59% | — | — | |
| 31 | LNT | Alliant Energy CORP | Stock-Utilities | 0.59% | -0.07% | -25.65% | |
| 32 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.56% | -0.37% | -44.45% | |
| 33 | ICF | Ishares Select U.s. Reit ETF | ETF-Other | 0.55% | — | +0.17% | |
| 34 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.53% | — | -4.47% | |
| 35 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.53% | — | -0.23% | |
| 36 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.51% | — | — | |
| 37 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.51% | -0.20% | -33.02% | |
| 38 | ISHG | Ishares -3 Year Internationa | ETF-Other | 0.50% | +0.25% | +88.79% | |
| 39 | PICB | Invesco International Corpor | ETF-Other | 0.50% | +0.24% | +87.58% | |
| 40 | IGOV | Ishares International Treasu | ETF-Other | 0.50% | +0.25% | +89.58% | |
| 41 | GILD | Gilead Sciences INC | Stock-Healthcare | 0.50% | +0.09% | — | |
| 42 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.49% | — | -0.12% | |
| 43 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.47% | — | — | |
| 44 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-Other | 0.44% | — | — | |
| 45 | STT | State Street CORP | Stock-Financials | 0.42% | — | — | |
| 46 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.41% | — | — | |
| 47 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.41% | — | — | |
| 48 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.40% | — | — | |
| 49 | AAPL | Apple INC | Stock-Tech | 0.39% | — | — | |
| 50 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.39% | +0.21% | +98.12% |
Performance for Q3 2026
—
Performance Last 4 Quarters
—
Based on 1 months of available history
Based on 47% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 81 | $149.7M | 14 | |
| 2025-12-31 | 82 | $161.2M | 5 | |
| 2025-09-30 | 78 | $158.3M | 17 | |
| 2025-06-30 | 75 | $148.9M | 0 | |
| 2025-03-31 | 72 | $134.9M | 100 | |
| 2024-12-31 | 72 | $138.5M | 0 | |
| 2024-09-30 | 73 | $142.2M | 0 | |
| 2024-06-30 | 74 | $133.5M | 0 | |
| 2024-03-31 | 74 | $130.3M | 0 | |
| 2023-12-31 | 71 | $116.3M | 0 | |
| 2023-09-30 | 66 | $106.3M | 0 | |
| 2023-06-30 | 69 | $111.4M | 0 | |
| 2023-03-31 | 73 | $107.8M | 0 | |
| 2022-12-31 | 73 | $101.9M | 0 | |
| 2022-09-30 | 68 | $97.5M | 0 | |
| 2022-06-30 | 67 | $102.9M | 0 | |
| 2022-03-31 | 63 | $113.2M | 0 | |
| 2021-12-31 | 66 | $120.4M | 0 | |
| 2021-09-30 | 61 | $111.8M | 0 | |
| 2021-06-30 | 56 | $110.2M | 100 | |
| 2021-03-31 | 55 | $113.0M | 5 | |
| 2020-12-31 | 56 | $110.0M | 13 | |
| 2020-09-30 | 49 | $97.9M | 8 | |
| 2020-06-30 | 49 | $93.6M | 25 | |
| 2020-03-31 | 43 | $73.6M | 42 | |
| 2019-12-31 | 49 | $103.9M | 8 | |
| 2019-09-30 | 51 | $101.6M | 4 | |
| 2019-06-30 | 49 | $101.7M | 12 | |
| 2019-03-31 | 50 | $97.8M | 14 | |
| 2018-12-31 | 48 | $86.9M | — |
VERITY Wealth Advisors's most significant position changes for 2026-03-31: Sold out: Ishares S&p 100 ETF (OEF); Sold out: Ishares California Muni Bond (CMF); Sold out: Ishares Preferred & Income S (PFF); New buy: Ss Spdr S&p 500 ETF Trust-us (SPY); New buy: Slb LTD (SLB).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VEU | Vanguard Ftse All-world Ex-u | +0.6% | -1.24% | Trim |
| 2 | IEFA | Ishares Core Msci Eafe ETF | +0.5% | +189.60% | Add |
| 3 | VXUS | Vanguard Total Intl Stock | +0.4% | +58.16% | Add |
| 4 | IVV | Ishares Core S&p 500 ETF | +0.4% | -0.20% | Trim |
| 5 | ISHG | Ishares -3 Year Internationa | +0.3% | +88.79% | Add |
| 6 | IGOV | Ishares International Treasu | +0.3% | +89.58% | Add |
| 7 | PICB | Invesco International Corpor | +0.2% | +87.58% | Add |
| 8 | IEMG | Ishares Core Msci Emerging | +0.2% | +30.73% | Add |
| 9 | JNJ | Johnson & Johnson | +0.2% | -1.43% | Trim |
| 10 | ACWX | Ishares Msci Acwi Ex US ETF | +0.2% | — | Unchanged |
| 11 | BNDX | Vanguard Total Intl Bond ETF | +0.2% | +98.12% | Add |
| 12 | SCHF | Schwab Intl Equity ETF | +0.2% | — | Unchanged |
| 13 | VGSH | Vanguard Short-term Treasury | +0.1% | +4.11% | Add |
| 14 | DFAX | Dimensional World Ex US Core | +0.1% | — | Unchanged |
| 15 | GILD | Gilead Sciences INC | +0.1% | — | Unchanged |
| 16 | PEP | Pepsico INC | +0.1% | -1.62% | Trim |
| 17 | VEA | Vanguard Ftse Developed ETF | +0.1% | -7.24% | Trim |
| 18 | IXUS | Ishares Core Intl Stock ETF | +0.1% | +2.37% | Add |
| 19 | COST | Costco Wholesale CORP | +0.1% | — | Unchanged |
| 20 | INTC | Intel CORP | +0.1% | — | Unchanged |
| 21 | VZ | Verizon Communications INC | +0.1% | — | Unchanged |
| 22 | SUSA | Ishares Esg Optimized Msci U | 0% | — | Unchanged |
| 23 | USXF | Ishares Esg Advance Msci USA | 0% | +0.79% | Add |
| 24 | VOO | Vanguard S&p 500 ETF | 0% | — | Unchanged |
| 25 | BND | Vanguard Total Bond Market | 0% | -3.54% | Trim |
| 26 | DSI | Ishares Esg Msci Kld 400 ETF | — | — | Unchanged |
| 27 | VGT | Vanguard Info Tech ETF | — | — | Unchanged |
| 28 | VNQ | Vanguard Real Estate ETF | 0% | -7.54% | Trim |
| 29 | CTAS | Cintas CORP | 0% | — | Unchanged |
| 30 | TMO | Thermo Fisher Scientific INC | 0% | — | Unchanged |
| 31 | CPNG | Coupang INC | -0.1% | — | Unchanged |
| 32 | LNT | Alliant Energy CORP | -0.1% | -25.65% | Trim |
| 33 | VTI | Vanguard Total Stock Mkt ETF | -0.1% | -3.23% | Trim |
| 34 | FIG | Figma Inc-cl A | -0.1% | — | Unchanged |
| 35 | QCOM | Qualcomm INC | -0.2% | — | Unchanged |
| 36 | BSV | Vanguard Short-term Bond ETF | -0.2% | -33.02% | Trim |
| 37 | GEV | GE Vernova INC | -0.2% | -75.03% | Trim |
| 38 | MSFT | Microsoft CORP | -0.3% | — | Unchanged |
| 39 | XOM | Exxon Mobil CORP | -0.3% | -71.36% | Trim |
| 40 | IBB | Ishares Biotechnology ETF | -0.4% | -44.45% | Trim |
| 41 | GE | General Electric | -0.5% | -75.01% | Trim |
| 42 | SCHX | Schwab US Large-cap ETF | -0.6% | -30.97% | Trim |
| 43 | HEFA | Isha Curr Hedged Msci Eafe | -0.7% | -44.97% | Trim |
| 44 | SCHB | Schwab US Broad Market ETF | -0.7% | -81.07% | Trim |
| 45 | OEF | Ishares S&p 100 ETF | — | EXIT | Sold out |
| 46 | CMF | Ishares California Muni Bond | — | EXIT | Sold out |
| 47 | PFF | Ishares Preferred & Income S | — | EXIT | Sold out |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 49 | SLB | Slb LTD | — | NEW | New buy |
| 50 | IJR | Ishares Core S&p Small-cap E | — | NEW | New buy |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-04-09 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-01-07 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-10-17 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-08-08 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-04-22 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-07 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-10-03 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-08-02 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-04-05 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-01-04 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-10-26 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-07-27 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-05-08 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-01-11 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-10-27 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-07-12 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-04-11 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-01-20 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-10-14 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-08-03 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-05-10 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-02-09 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2020-10-05 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-07-21 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2020-04-13 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-01-14 | 13F-HR | View on EDGAR |
| 2019-09-30 | 2019-10-11 | 13F-HR | View on EDGAR |
| 2019-06-30 | 2019-08-01 | 13F-HR | View on EDGAR |
| 2019-03-31 | 2019-04-03 | 13F-HR | View on EDGAR |
| 2018-12-31 | 2019-01-25 | 13F-HR | View on EDGAR |
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