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CIK: 0001763138
Total reported value
$165.6M
$165.6M
81 檔
51.9%
As reported in its official Q1 2026 Form 13F filing, VERITY Wealth Advisors's tracked investment portfolio stood at $165.6M with 81 total positions.
In Q1 2026, VERITY Wealth Advisors adopted a defensive or profit-taking posture, trimming 21 positions and completely liquidating 3 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 27.07% | +0.74% | -3.23% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 16.48% | +0.61% | -0.20% | |
| 3 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 8.10% | +0.25% | -1.24% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.07% | -0.01% | -1.37% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.70% | +0.01% | -7.24% | |
| 6 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 2.58% | +0.02% | — | |
| 7 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 2.08% | +0.09% | — | |
| 8 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.76% | +0.37% | — | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 1.55% | -0.10% | — | |
| 10 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.54% | +0.02% | -30.97% | |
| 11 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.35% | -0.01% | -7.54% | |
| 12 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.14% | -0.07% | -1.43% | |
| 13 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 1.14% | -0.01% | -44.97% | |
| 14 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 1.04% | -0.15% | +4.11% | |
| 15 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.99% | -0.02% | — | |
| 16 | USXF | Ishares Esg Advance Msci USA | ETF-Other | 0.97% | +0.14% | +0.79% | |
| 17 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.96% | -0.55% | — | |
| 18 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.93% | — | +58.16% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.79% | +0.03% | — | |
| 20 | BND | Vanguard Total Bond Market | ETF-Other | 0.76% | -0.09% | -3.54% | |
| 21 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.75% | -0.05% | — | |
| 22 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.74% | +0.06% | +30.73% | |
| 23 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.72% | -0.07% | +0.16% | |
| 24 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.71% | -0.45% | +189.60% | |
| 25 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.70% | -0.15% | -1.62% | |
| 26 | DMXF | Ishares Esg Advanc Msci Eafe | ETF-Other | 0.67% | +0.02% | +0.53% | |
| 27 | QCOM | Qualcomm Inc | Stock-Tech | 0.67% | +0.20% | — | |
| 28 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.64% | +0.05% | +2.37% | |
| 29 | CTAS | Cintas CORP | Stock-Industrials | 0.64% | -0.16% | — | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.59% | -0.29% | — | |
| 31 | LNT | Alliant Energy CORP | Stock-Utilities | 0.59% | -0.03% | -25.65% | |
| 32 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.56% | -0.12% | -44.45% | |
| 33 | ICF | Ishares Select U.s. Reit ETF | ETF-Other | 0.55% | -0.01% | +0.17% | |
| 34 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.53% | -0.01% | -4.47% | |
| 35 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.53% | -0.04% | -0.23% | |
| 36 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.51% | +0.04% | — | |
| 37 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.51% | -0.05% | -33.02% | |
| 38 | ISHG | Ishares -3 Year Internationa | ETF-Other | 0.50% | +0.09% | +88.79% | |
| 39 | PICB | Invesco International Corpor | ETF-Other | 0.50% | — | +87.58% | |
| 40 | IGOV | Ishares International Treasu | ETF-Other | 0.50% | +0.13% | +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% | -0.02% | -0.12% | |
| 43 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.47% | -0.01% | — | |
| 44 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-Other | 0.44% | -0.04% | — | |
| 45 | STT | State Street CORP | Stock-Financials | 0.42% | +0.09% | — | |
| 46 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.41% | -0.41% | EXIT | |
| 47 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.41% | +0.02% | — | |
| 48 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.40% | +0.01% | — | |
| 49 | AAPL | Apple Inc | Stock-Tech | 0.39% | +0.02% | — | |
| 50 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.39% | -0.03% | +98.12% |
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 Q1 2026.
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 51.9% of total reported equity market value during Q1 2026.
Top New Position Initiated
SPY
市值: $327.1K
Top Position Liquidated / Trimmed
OEF
前期市值: $1.1M
During Q1 2026, VERITY Wealth Advisors's top holdings by market value included VTI (27.1%)、IVV (16.5%)、VEU (8.1%). The largest single position, VTI, represented 27.1% of total portfolio value.
In Q1 2026, VERITY Wealth Advisors made 42 total portfolio adjustments, initiating 3 new buys, adding to 15 positions, trimming 21 holdings, and fully liquidating 3 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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