Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
VERITY Wealth Advisors (CIK 1763138) reported $149.7M across 81 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTI ($40.5M, 27.07%), IVV ($24.7M, 16.48%), VEU ($12.1M, 8.10%), VWO ($4.6M, 3.07%), VEA ($4.0M, 2.70%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD TOTAL STOCK MARKET ETF | $40.5M | 27.07% | 126,339 | Trimmed |
| 2 | IVV | ISHARES CORE S&P 500 ETF | $24.7M | 16.48% | 37,776 | Trimmed |
| 3 | VEU | VANGUARD FTSE ALL-WORLD EX-US | $12.1M | 8.10% | 161,483 | Trimmed |
| 4 | VWO | VANGUARD FTSE EMERGING MARKETS ETF | $4.6M | 3.07% | 84,936 | Trimmed |
| 5 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $4.0M | 2.70% | 63,012 | Trimmed |
| 6 | ACWX | ISHARES MSCI ACWI EX US | $3.9M | 2.58% | 56,343 | Hold |
| 7 | SUSA | ISHARES MSCI USA ESG SELECT ETF | $3.1M | 2.08% | 23,554 | Hold |
| 8 | SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $2.6M | 1.76% | 106,769 | Hold |
| 9 | MSFT | MICROSOFT CORP COM | $2.3M | 1.55% | 6,279 | Hold |
| 10 | SCHX | SCHWAB U.S. LARGE-CAP ETF | $2.3M | 1.54% | 90,161 | Trimmed |
| 11 | VNQ | VANGUARD REIT INDEX ETF | $2.0M | 1.35% | 22,848 | Trimmed |
| 12 | JNJ | JOHNSON & JOHNSON COM | $1.7M | 1.14% | 6,964 | Trimmed |
| 13 | HEFA | ISHARES CURRENCY HEDGED MSCI EAFE ETF | $1.7M | 1.14% | 40,000 | Trimmed |
| 14 | VGSH | VANGUARD SHORT-TERM TREASURY ETF | $1.6M | 1.04% | 26,702 | Added |
| 15 | DFAX | DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF | $1.5M | 0.99% | 43,719 | Hold |
| 16 | USXF | ISHARES ESG ADVANCED MSCI USA ETF | $1.4M | 0.97% | 26,236 | Added |
| 17 | STIP | ISHARES 0-5 YEAR TIPS BOND ETF | $1.4M | 0.96% | 13,841 | Hold |
| 18 | VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $1.4M | 0.93% | 18,045 | Added |
| 19 | VOO | VANGUARD S&P 500 ETF | $1.2M | 0.79% | 1,985 | Hold |
| 20 | BND | VANGUARD TOTAL BOND MARKET ETF | $1.1M | 0.76% | 15,538 | Trimmed |
| 21 | USMV | ISHARES MSCI USA MIN VOL FACTOR ETF | $1.1M | 0.75% | 12,102 | Hold |
| 22 | IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $1.1M | 0.74% | 15,852 | Added |
| 23 | VCSH | VANGUARD SHORT TERM CORP BOND FD ETF | $1.1M | 0.72% | 13,640 | Added |
| 24 | IEFA | ISHARES CORE MSCI EAFE ETF | $1.1M | 0.71% | 11,729 | Added |
| 25 | PEP | PEPSICO INC COM | $1.0M | 0.70% | 6,726 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31