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 $165.6M across 81 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VTI ($46.1M, 27.81%), IVV ($28.3M, 17.09%), VEU ($13.8M, 8.35%), VWO ($5.1M, 3.06%), VEA ($4.5M, 2.71%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD TOTAL STOCK MARKET ETF | $46.1M | 27.81% | 124,452 | Trimmed |
| 2 | IVV | ISHARES CORE S&P 500 ETF | $28.3M | 17.09% | 37,776 | Hold |
| 3 | VEU | VANGUARD FTSE ALL-WORLD EX-US | $13.8M | 8.35% | 165,088 | Added |
| 4 | VWO | VANGUARD FTSE EMERGING MARKETS ETF | $5.1M | 3.06% | 84,936 | Hold |
| 5 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $4.5M | 2.71% | 63,012 | Hold |
| 6 | ACWX | ISHARES MSCI ACWI EX US | $4.3M | 2.60% | 56,508 | Added |
| 7 | SUSA | ISHARES MSCI USA ESG SELECT ETF | $3.6M | 2.17% | 23,263 | Trimmed |
| 8 | SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $3.5M | 2.13% | 127,443 | Added |
| 9 | SCHX | SCHWAB U.S. LARGE-CAP ETF | $2.6M | 1.56% | 87,999 | Trimmed |
| 10 | MSFT | MICROSOFT CORP COM | $2.4M | 1.45% | 6,432 | Added |
| 11 | VNQ | VANGUARD REIT INDEX ETF | $2.2M | 1.34% | 23,020 | Added |
| 12 | HEFA | ISHARES CURRENCY HEDGED MSCI EAFE ETF | $1.9M | 1.13% | 40,000 | Hold |
| 13 | USXF | ISHARES ESG ADVANCED MSCI USA ETF | $1.8M | 1.11% | 26,467 | Added |
| 14 | JNJ | JOHNSON & JOHNSON COM | $1.8M | 1.07% | 6,964 | Hold |
| 15 | DFAX | DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF | $1.6M | 0.97% | 43,719 | Hold |
| 16 | VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $1.5M | 0.93% | 18,045 | Hold |
| 17 | VGSH | VANGUARD SHORT-TERM TREASURY ETF | $1.5M | 0.89% | 25,331 | Trimmed |
| 18 | QCOM | QUALCOMM INC | $1.4M | 0.87% | 7,795 | Hold |
| 19 | VOO | VANGUARD S&P 500 ETF | $1.4M | 0.82% | 1,985 | Hold |
| 20 | IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $1.3M | 0.80% | 15,912 | Added |
| 21 | INTC | INTEL CORP COM | $1.2M | 0.73% | 8,685 | Added |
| 22 | USMV | ISHARES MSCI USA MIN VOL FACTOR ETF | $1.2M | 0.71% | 12,102 | Hold |
| 23 | IXUS | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | $1.1M | 0.69% | 12,028 | Added |
| 24 | DMXF | ISHARES ESG ADVANCED MSCI EAFE ETF | $1.1M | 0.69% | 13,428 | Added |
| 25 | BND | VANGUARD TOTAL BOND MARKET ETF | $1.1M | 0.67% | 15,022 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30