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CIK: 0001763138
Total reported value
$165.6M
$165.6M
81 檔
54.7%
According to the latest 13F quarterly dataset, VERITY Wealth Advisors managed an equity portfolio of $165.6M at the end of Q4 2025, spanning 81 distinct U.S. exchange-listed positions.
In Q4 2025, VERITY Wealth Advisors displayed an active expansion posture, initiating 4 new positions and adding to 7 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VTI, IVV, VEU) accounted for 54.7% of total reported equity market value during Q4 2025.
Top New Position Initiated
EFV
市值: $759.4K
Top Position Liquidated / Trimmed
ABBV
前期市值: $201.9K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 27.16% | +0.74% | -1.55% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 16.09% | +0.61% | — | |
| 3 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 7.46% | +0.25% | +0.03% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.87% | -0.01% | — | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.63% | +0.01% | — | |
| 6 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 2.35% | +0.02% | +0.41% | |
| 7 | SCHX | Schwab US Large-cap ETF | ETF-Other | 2.18% | +0.02% | -0.02% | |
| 8 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 2.04% | +0.09% | — | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 1.88% | -0.10% | -23.71% | |
| 10 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 1.87% | -0.01% | +0.81% | |
| 11 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.59% | +0.37% | -0.20% | |
| 12 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.36% | -0.01% | +0.46% | |
| 13 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.93% | -0.15% | — | |
| 14 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.93% | -0.12% | — | |
| 15 | USXF | Ishares Esg Advance Msci USA | ETF-Other | 0.93% | +0.14% | — | |
| 16 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.91% | +0.01% | — | |
| 17 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.91% | -0.07% | — | |
| 18 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.89% | -0.02% | — | |
| 19 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.88% | -0.55% | — | |
| 20 | QCOM | Qualcomm Inc | Stock-Tech | 0.83% | +0.20% | — | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.77% | +0.03% | — | |
| 22 | BND | Vanguard Total Bond Market | ETF-Other | 0.74% | -0.09% | +0.29% | |
| 23 | GE | General Electric | Stock-Industrials | 0.71% | +0.03% | — | |
| 24 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.71% | -0.05% | -2.16% | |
| 25 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.71% | -0.05% | — | |
| 26 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.67% | -0.07% | +0.35% | |
| 27 | LNT | Alliant Energy CORP | Stock-Utilities | 0.66% | -0.03% | — | |
| 28 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.66% | — | — | |
| 29 | CTAS | Cintas CORP | Stock-Industrials | 0.66% | -0.16% | — | |
| 30 | DMXF | Ishares Esg Advanc Msci Eafe | ETF-Other | 0.62% | +0.02% | — | |
| 31 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.61% | -0.15% | — | |
| 32 | XOM | Exxon Mobil CORP | Stock-Energy | 0.59% | -0.26% | EXIT | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.57% | -0.29% | — | |
| 34 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.57% | +0.05% | -1.64% | |
| 35 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.53% | — | — | |
| 36 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.52% | -0.01% | +0.07% | |
| 37 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.51% | +0.04% | -12.93% | |
| 38 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.51% | +0.06% | +1.08% | |
| 39 | ICF | Ishares Select U.s. Reit ETF | ETF-Other | 0.49% | -0.01% | +0.62% | |
| 40 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.47% | -0.04% | — | |
| 41 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.45% | -0.02% | — | |
| 42 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.43% | -0.01% | — | |
| 43 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-Other | 0.41% | -0.04% | — | |
| 44 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.41% | -0.09% | — | |
| 45 | STT | State Street CORP | Stock-Financials | 0.40% | +0.09% | — | |
| 46 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.40% | +0.02% | — | |
| 47 | AAPL | Apple Inc | Stock-Tech | 0.39% | +0.02% | — | |
| 48 | CMF | Ishares California Muni Bond | ETF-Other | 0.39% | — | — | |
| 49 | CPNG | Coupang Inc | Stock-Consumer Disc | 0.39% | -0.05% | — | |
| 50 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.38% | +0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IBB | Ishares Biotechnology ETF | +0.1% | — | Unchanged |
| 2 | IVV | Ishares Core S&p 500 ETF | +0.1% | — | Unchanged |
| 3 | VEU | Vanguard Ftse All-world Ex-u | +0.1% | +0.03% | Add |
| 4 | JNJ | Johnson & Johnson | +0.1% | — | Unchanged |
| 5 | HEFA | Isha Curr Hedged Msci Eafe | +0.1% | +0.81% | Add |
| 6 | VEA | Vanguard Ftse Developed ETF | +0.1% | — | Unchanged |
| 7 | ACWX | Ishares Msci Acwi Ex US ETF | +0.1% | +0.41% | Add |
| 8 | XT | Ishar Fture Exp Tech Etf-usd | +0.1% | +34.53% | Add |
| 9 | TMO | Thermo Fisher Scientific Inc | +0.1% | — | Unchanged |
| 10 | STT | State Street CORP | 0% | — | Unchanged |
| 11 | GILD | Gilead Sciences Inc | 0% | — | Unchanged |
| 12 | GOOGL | Alphabet Inc-cl A | 0% | — | Unchanged |
| 13 | SUSA | Ishares Esg Optimized Msci U | 0% | — | Unchanged |
| 14 | SCHF | Schwab Intl Equity ETF | 0% | -0.20% | Trim |
| 15 | XOM | Exxon Mobil CORP | 0% | — | Unchanged |
| 16 | DFAX | Dimensional World Ex US Core | 0% | — | Unchanged |
| 17 | AAPL | Apple Inc | 0% | — | Unchanged |
| 18 | GEV | GE Vernova Inc | 0% | — | Unchanged |
| 19 | SCHX | Schwab US Large-cap ETF | 0% | -0.02% | Trim |
| 20 | QCOM | Qualcomm Inc | 0% | — | Unchanged |
| 21 | OEF | Ishares S&p 100 ETF | 0% | — | Unchanged |
| 22 | INTC | Intel CORP | 0% | — | Unchanged |
| 23 | DFIV | Dimensional International Va | 0% | — | Unchanged |
| 24 | IEMG | Ishares Core Msci Emerging | 0% | +1.08% | Add |
| 25 | DFUV | Dimensional US Marketwide Va | 0% | — | Unchanged |
| 26 | VOO | Vanguard S&p 500 ETF | — | — | Unchanged |
| 27 | SCHB | Schwab US Broad Market ETF | — | — | Unchanged |
| 28 | GE | General Electric | — | — | Unchanged |
| 29 | VXUS | Vanguard Total Intl Stock | — | — | Unchanged |
| 30 | PEP | Pepsico Inc | — | — | Unchanged |
| 31 | AMZN | Amazon.com Inc | — | — | Unchanged |
| 32 | COST | Costco Wholesale CORP | 0% | — | Unchanged |
| 33 | ICF | Ishares Select U.s. Reit ETF | 0% | +0.62% | Add |
| 34 | VZ | Verizon Communications Inc | 0% | — | Unchanged |
| 35 | T | At&t Inc | 0% | — | Unchanged |
| 36 | BSV | Vanguard Short-term Bond ETF | 0% | -2.16% | Trim |
| 37 | LNT | Alliant Energy CORP | 0% | — | Unchanged |
| 38 | VNQ | Vanguard Real Estate ETF | -0.1% | +0.46% | Add |
| 39 | DSI | Ishares Esg Msci Kld 400 ETF | -0.1% | -12.93% | Trim |
| 40 | CTAS | Cintas CORP | -0.1% | — | Unchanged |
| 41 | VWO | Vanguard Ftse Emerging Marke | -0.1% | — | Unchanged |
| 42 | FIG | Figma Inc-cl A | -0.1% | — | Unchanged |
| 43 | CPNG | Coupang Inc | -0.2% | — | Unchanged |
| 44 | VTI | Vanguard Total Stock Mkt ETF | -0.3% | -1.55% | Trim |
| 45 | MSFT | Microsoft CORP | -0.8% | -23.71% | Trim |
| 46 | EFV | Ishares Msci Eafe Value ETF | — | NEW | New buy |
| 47 | IVE | Ishares S&p 500 Value ETF | — | NEW | New buy |
| 48 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 49 | ABBV | Abbvie Inc | — | EXIT | Sold out |
| 50 | MUB | Ishares National Muni Bond E | — | NEW | New buy |
According to official SEC Form 13F filings, VERITY Wealth Advisors reported a total U.S. public equity portfolio value of $165.6M across 81 disclosed positions in Q4 2025.
During Q4 2025, VERITY Wealth Advisors's top holdings by market value included VTI (27.2%)、IVV (16.1%)、VEU (7.5%). The largest single position, VTI, represented 27.2% of total portfolio value.
In Q4 2025, VERITY Wealth Advisors made 18 total portfolio adjustments, initiating 4 new buys, adding to 7 positions, trimming 6 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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