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CIK: 0001763138
Total reported value
$165.6M
$165.6M
72 檔
45.1%
The Q1 2025 SEC filing reveals that VERITY Wealth Advisors held a total portfolio value of $165.6M, covering 72 public equity positions.
In Q1 2025, VERITY Wealth Advisors displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VTI, IVV, VEU) accounted for 45.1% of total reported equity market value during Q1 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 27.26% | +0.74% | +0.12% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 15.78% | +0.61% | — | |
| 3 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 6.91% | +0.25% | -0.12% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.89% | -0.01% | +1.32% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.56% | +0.01% | +1.29% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.54% | -0.10% | -2.18% | |
| 7 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 2.30% | +0.02% | — | |
| 8 | SCHX | Schwab US Large-cap ETF | ETF-Other | 2.14% | +0.02% | -3.05% | |
| 9 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 2.01% | +0.09% | — | |
| 10 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 1.92% | -0.01% | -12.13% | |
| 11 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.63% | +0.37% | — | |
| 12 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.49% | -0.01% | -5.84% | |
| 13 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 1.10% | -0.15% | +19.51% | |
| 14 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 1.06% | -0.55% | — | |
| 15 | USXF | Ishares Esg Advance Msci USA | ETF-Other | 0.90% | +0.14% | — | |
| 16 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.89% | +0.01% | — | |
| 17 | QCOM | Qualcomm Inc | Stock-Tech | 0.89% | +0.20% | — | |
| 18 | CTAS | Cintas CORP | Stock-Industrials | 0.88% | -0.16% | -2.68% | |
| 19 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.87% | -0.07% | — | |
| 20 | BND | Vanguard Total Bond Market | ETF-Other | 0.86% | -0.09% | +0.46% | |
| 21 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.85% | -0.05% | -5.31% | |
| 22 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.85% | -0.02% | — | |
| 23 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.84% | -0.12% | — | |
| 24 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.83% | -0.05% | -37.61% | |
| 25 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.79% | -0.07% | +0.16% | |
| 26 | LNT | Alliant Energy CORP | Stock-Utilities | 0.78% | -0.03% | — | |
| 27 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.76% | -0.15% | — | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.76% | +0.03% | — | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.72% | -0.29% | -11.57% | |
| 30 | XOM | Exxon Mobil CORP | Stock-Energy | 0.70% | -0.26% | EXIT | |
| 31 | DMXF | Ishares Esg Advanc Msci Eafe | ETF-Other | 0.66% | +0.02% | +3.32% | |
| 32 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.66% | -0.01% | -16.46% | |
| 33 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.63% | — | — | |
| 34 | ICF | Ishares Select U.s. Reit ETF | ETF-Other | 0.60% | -0.01% | +1.00% | |
| 35 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.55% | +0.04% | — | |
| 36 | GE | General Electric | Stock-Industrials | 0.55% | +0.03% | — | |
| 37 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.50% | +0.05% | -4.61% | |
| 38 | XT | Ishar Fture Exp Tech Etf-usd | ETF-Tech | 0.50% | +0.03% | — | |
| 39 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-Other | 0.49% | -0.04% | +2.36% | |
| 40 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.48% | +0.06% | — | |
| 41 | CMF | Ishares California Muni Bond | ETF-Other | 0.46% | — | — | |
| 42 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.44% | -0.01% | — | |
| 43 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.44% | -0.09% | — | |
| 44 | CPNG | Coupang Inc | Stock-Consumer Disc | 0.43% | -0.05% | — | |
| 45 | MEAR | Ishrs Short Mat Muni Act ETF | ETF-Other | 0.43% | -0.02% | — | |
| 46 | PFF | Ishares Preferred & Income S | ETF-Other | 0.42% | — | — | |
| 47 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.39% | -0.41% | EXIT | |
| 48 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.39% | +0.02% | — | |
| 49 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.39% | +0.01% | -2.95% | |
| 50 | AAPL | Apple Inc | Stock-Tech | 0.38% | +0.02% | — |
According to official SEC Form 13F filings, VERITY Wealth Advisors reported a total U.S. public equity portfolio value of $165.6M across 72 disclosed positions in Q1 2025.
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Top New Position Initiated
VTI
市值: $36.8M
During Q1 2025, VERITY Wealth Advisors's top holdings by market value included VTI (27.3%)、IVV (15.8%)、VEU (6.9%). The largest single position, VTI, represented 27.3% of total portfolio value.
In Q1 2025, VERITY Wealth Advisors made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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