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CIK: 0001763138
Total reported value
$165.6M
$165.6M
78 檔
54.0%
During the Q3 2025 filing period, VERITY Wealth Advisors (CIK: 0001763138) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $165.6M across 78 reported positions.
In Q3 2025, VERITY Wealth Advisors displayed an active expansion posture, initiating 7 new positions and adding to 8 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 27.49% | +0.74% | -0.00% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 16.00% | +0.61% | — | |
| 3 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 7.37% | +0.25% | -0.08% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.95% | -0.01% | — | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 2.69% | -0.10% | — | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.57% | +0.01% | — | |
| 7 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 2.30% | +0.02% | — | |
| 8 | SCHX | Schwab US Large-cap ETF | ETF-Other | 2.17% | +0.02% | — | |
| 9 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 2.02% | +0.09% | — | |
| 10 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 1.80% | -0.01% | +0.75% | |
| 11 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.57% | +0.37% | — | |
| 12 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.42% | -0.01% | +3.13% | |
| 13 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.95% | -0.15% | -8.29% | |
| 14 | USXF | Ishares Esg Advance Msci USA | ETF-Other | 0.94% | +0.14% | — | |
| 15 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.91% | +0.01% | — | |
| 16 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.90% | -0.55% | — | |
| 17 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.87% | -0.02% | — | |
| 18 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.83% | -0.07% | — | |
| 19 | QCOM | Qualcomm Inc | Stock-Tech | 0.82% | +0.20% | — | |
| 20 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.81% | -0.12% | — | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.77% | +0.03% | — | |
| 22 | BND | Vanguard Total Bond Market | ETF-Other | 0.75% | -0.09% | +0.72% | |
| 23 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.74% | -0.05% | — | |
| 24 | CTAS | Cintas CORP | Stock-Industrials | 0.73% | -0.16% | — | |
| 25 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.73% | -0.05% | -0.13% | |
| 26 | GE | General Electric | Stock-Industrials | 0.71% | +0.03% | — | |
| 27 | LNT | Alliant Energy CORP | Stock-Utilities | 0.70% | -0.03% | — | |
| 28 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.69% | -0.07% | +0.25% | |
| 29 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.65% | — | — | |
| 30 | DMXF | Ishares Esg Advanc Msci Eafe | ETF-Other | 0.63% | +0.02% | — | |
| 31 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.61% | -0.15% | — | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.58% | -0.29% | — | |
| 33 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.58% | +0.04% | — | |
| 34 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.58% | +0.05% | +4.74% | |
| 35 | XOM | Exxon Mobil CORP | Stock-Energy | 0.57% | -0.26% | EXIT | |
| 36 | CPNG | Coupang Inc | Stock-Consumer Disc | 0.54% | -0.05% | — | |
| 37 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.53% | -0.01% | -8.13% | |
| 38 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.53% | — | +38.93% | |
| 39 | ICF | Ishares Select U.s. Reit ETF | ETF-Other | 0.51% | -0.01% | +0.35% | |
| 40 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.50% | +0.06% | — | |
| 41 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.43% | -0.01% | — | |
| 42 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-Other | 0.42% | -0.04% | — | |
| 43 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.40% | +0.02% | — | |
| 44 | CMF | Ishares California Muni Bond | ETF-Other | 0.39% | — | — | |
| 45 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.38% | +0.01% | -2.73% | |
| 46 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.37% | -0.09% | — | |
| 47 | AAPL | Apple Inc | Stock-Tech | 0.37% | +0.02% | — | |
| 48 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.37% | -0.37% | EXIT | |
| 49 | STT | State Street CORP | Stock-Financials | 0.36% | +0.09% | — | |
| 50 | GEV | GE Vernova Inc | Stock-Industrials | 0.36% | +0.05% | — |
According to official SEC Form 13F filings, VERITY Wealth Advisors reported a total U.S. public equity portfolio value of $165.6M across 78 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VTI, IVV, VEU) accounted for 54.0% of total reported equity market value during Q3 2025.
Top New Position Initiated
FIG
市值: $518.7K
Top Position Liquidated / Trimmed
IGF
前期市值: $495.8K
During Q3 2025, VERITY Wealth Advisors's top holdings by market value included VTI (27.5%)、IVV (16.0%)、VEU (7.4%). The largest single position, VTI, represented 27.5% of total portfolio value.
In Q3 2025, VERITY Wealth Advisors made 26 total portfolio adjustments, initiating 7 new buys, adding to 8 positions, trimming 10 holdings, and fully liquidating 1 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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