VERITY Wealth Advisors
13F Reported Value
ⓘ$165.6M
Holdings
81
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
VERITY Wealth Advisors disclosed 81 positions worth $165.6M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 4 new positions and exited 4 — including a new stake in $MRK. The portfolio is most concentrated in Other (88.5% of disclosed assets). All figures are sourced directly from VERITY Wealth Advisors’s Form 13F-HR filing with the SEC under CIK 1763138.
AI Fund Analysis
ConcentratingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
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VANGUARD TOTAL STOCK MARKET ETF - ETF
—Quality
$46.1M124,452 shISHARES CORE S&P 500 ETF - ETF
—Quality
$28.3M37,776 shVANGUARD FTSE ALL-WORLD EX-US - ETF
—Quality
$13.8M165,088 shVANGUARD FTSE EMERGING MARKETS ETF - ETF
—Quality
$5.1M84,936 shVANGUARD FTSE DEVELOPED MARKETS ETF - ETF
—Quality
$4.5M63,012 shISHARES MSCI ACWI EX US - ETF
—Quality
$4.3M56,508 shISHARES MSCI USA ESG SELECT ETF - ETF
—Quality
$3.6M23,263 shSCHWAB INTERNATIONAL EQUITY ETF - ETF
—Quality
$3.5M127,443 shSCHWAB U.S. LARGE-CAP ETF - ETF
—Quality
$2.6M87,999 sh- 83.7
Quality
$2.4M6,432 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET ETF - ETF | — | $46.1M | 124,452 |
| ISHARES CORE S&P 500 ETF - ETF | — | $28.3M | 37,776 |
| VANGUARD FTSE ALL-WORLD EX-US - ETF | — | $13.8M | 165,088 |
| VANGUARD FTSE EMERGING MARKETS ETF - ETF | — | $5.1M | 84,936 |
| VANGUARD FTSE DEVELOPED MARKETS ETF - ETF | — | $4.5M | 63,012 |
| ISHARES MSCI ACWI EX US - ETF | — | $4.3M | 56,508 |
| ISHARES MSCI USA ESG SELECT ETF - ETF | — | $3.6M | 23,263 |
| SCHWAB INTERNATIONAL EQUITY ETF - ETF | — | $3.5M | 127,443 |
| SCHWAB U.S. LARGE-CAP ETF - ETF | — | $2.6M | 87,999 |
 MICROSOFT CORP$MSFT | 83.7 | $2.4M | 6,432 |
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32-signal composite ranking on each of VERITY Wealth Advisors's 81 positions.
Showing top 10 of 81 holdings.
Sector Allocation
Other
$146.6M
Technology
$8.3M
Healthcare
$2.9M
Financials
$2.9M
Consumer Discretionary
$2.1M
Utilities
$932,645
Consumer Staples
$910,700
Energy
$524,801
Full Holdings — VERITY Wealth Advisors (Q2 2026)
All 81 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | VANGUARD TOTAL STOCK MARKET ETF - ETF | $46.1M | 27.8% | -1% | — |
| 2 | — | ISHARES CORE S&P 500 ETF - ETF | $28.3M | 17.1% | +0% | — |
| 3 | — | VANGUARD FTSE ALL-WORLD EX-US - ETF | $13.8M | 8.3% | +2% | — |
| 4 | — | VANGUARD FTSE EMERGING MARKETS ETF - ETF | $5.1M | 3.1% | +0% | — |
| 5 | — | VANGUARD FTSE DEVELOPED MARKETS ETF - ETF | $4.5M | 2.7% | +0% | — |
| 6 | — | ISHARES MSCI ACWI EX US - ETF | $4.3M | 2.6% | +0% | — |
| 7 | — | ISHARES MSCI USA ESG SELECT ETF - ETF | $3.6M | 2.2% | -1% | — |
| 8 | — | SCHWAB INTERNATIONAL EQUITY ETF - ETF | $3.5M | 2.1% | +19% | — |
| 9 | — | SCHWAB U.S. LARGE-CAP ETF - ETF | $2.6M | 1.6% | -2% | — |
| 10 | $MSFT | MICROSOFT CORP | $2.4M | 1.4% | +2% | 83.7 |
| 11 | — | VANGUARD REIT INDEX ETF - ETF | $2.2M | 1.3% | +1% | — |
| 12 | — | ISHARES CURRENCY HEDGED MSCI EAFE ETF - ETF | $1.9M | 1.1% | +0% | — |
| 13 | — | ISHARES ESG ADVANCED MSCI USA ETF - ETF | $1.8M | 1.1% | +1% | — |
| 14 |  $JNJ | JOHNSON & JOHNSON | $1.8M | 1.1% | +0% | 72.8 |
| 15 | — | DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF - ETF | $1.6M | 1.0% | +0% | — |
| 16 | — | VANGUARD TOTAL INTERNATIONAL STOCK ETF - ETF | $1.5M | 0.9% | +0% | — |
| 17 | — | VANGUARD SHORT-TERM TREASURY ETF - ETF | $1.5M | 0.9% | -5% | — |
| 18 |  $QCOM | QUALCOMM INC/DE | $1.4M | 0.9% | +0% | 81.9 |
| 19 | — | VANGUARD S&P 500 ETF - ETF | $1.4M | 0.8% | +0% | — |
| 20 | — | ISHARES CORE MSCI EMERGING MARKETS ETF - ETF | $1.3M | 0.8% | +0% | — |
| 21 |  $INTC | INTEL CORP | $1.2M | 0.7% | +3% | 41.5 |
| 22 | — | ISHARES MSCI USA MIN VOL FACTOR ETF - ETF | $1.2M | 0.7% | +0% | — |
| 23 | — | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF - ETF | $1.1M | 0.7% | +8% | — |
| 24 | — | ISHARES ESG ADVANCED MSCI EAFE ETF - ETF | $1.1M | 0.7% | +1% | — |
| 25 | — | VANGUARD TOTAL BOND MARKET ETF - ETF | $1.1M | 0.7% | -3% | — |
| 26 | — | VANGUARD SHORT TERM CORP BOND FD ETF - ETF | $1.1M | 0.7% | +0% | — |
| 27 | — | ISHARES INTERNATIONAL TREASURY BOND ETF - ETF | $1.0M | 0.6% | +39% | — |
| 28 | — | ISHARES TR S&P CITIGROUP 1-3 YR INTL TREASURY - ETF | $973,278 | 0.6% | +29% | — |
| 29 |  $LNT | ALLIANT ENERGY CORP | $932,645 | 0.6% | +0% | 56.7 |
| 30 |  $PEP | PEPSICO INC | $910,700 | 0.6% | +0% | 62.7 |
| 31 | — | ISHARES ESG MSCI KLD 400 ETF - ETF | $904,888 | 0.6% | +0% | — |
| 32 | — | ISHARES COHEN & STEERS REIT ETF - ETF | $901,062 | 0.5% | +0% | — |
| 33 | — | SCHWAB US AGGREGATE BOND ETF - ETF | $862,853 | 0.5% | +9% | — |
| 34 |  $STT | STATE STREET CORP | $841,894 | 0.5% | +0% | 61.5 |
| 35 |  $IVZ | Invesco Ltd. | $828,896 | 0.5% | +10% | — |
| 36 | — | ISHARES MSCI EAFE VALUE ETF - ETF | $812,272 | 0.5% | +0% | — |
| 37 |  $CTAS | CINTAS CORP | $797,675 | 0.5% | -17% | 76.3 |
| 38 | — | ISHARES S&P 500 VALUE ETF - ETF | $782,903 | 0.5% | +0% | — |
| 39 | — | ISHARES ESG AWARE MSCI EAFE ETF - ETF | $764,033 | 0.5% | +1% | — |
| 40 |  $META | Meta Platforms, Inc. | $760,947 | 0.5% | +0% | 80.9 |
| 41 | — | ISHARES NASDAQ BIOTECHNOLOGY - ETF | $734,183 | 0.4% | -22% | — |
| 42 | — | ISHARES RUSSELL 3000 ETF - ETF | $703,986 | 0.4% | +0% | — |
| 43 | — | ISHARES TR S&P 1500 INDEX FD - ETF | $684,185 | 0.4% | +0% | — |
| 44 |  $GILD | GILEAD SCIENCES, INC. | $674,403 | 0.4% | +0% | 77.8 |
| 45 | — | ISHARES 0-5 YEAR TIPS BOND ETF - ETF | $672,519 | 0.4% | -52% | — |
| 46 |  $AAPL | Apple Inc. | $670,736 | 0.4% | +0% | 76.1 |
| 47 | — | ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF - ETF | $657,787 | 0.4% | +0% | — |
| 48 | — | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF - ETF | $614,427 | 0.4% | +2% | — |
| 49 | — | VANGUARD TOTAL INTERNATIONAL BOND ETF - ETF | $588,271 | 0.4% | +0% | — |
| 50 |  $BRK.B | BERKSHIRE HATHAWAY INC | $492,884 | 0.3% | -46% | 64.5 |
| 51 | — | ISHARES FUTURE EXPONENTIAL TECHNOLOGIES ETF - ETF | $478,097 | 0.3% | +0% | — |
| 52 |  $COST | COSTCO WHOLESALE CORP /NEW | $467,735 | 0.3% | +0% | 67 |
| 53 |  $CPNG | Coupang, Inc. | $459,002 | 0.3% | +0% | 56.4 |
| 54 | — | ISHARES CORE MSCI EAFE ETF - ETF | $438,377 | 0.3% | -61% | — |
| 55 |  $AMZN | AMAZON COM INC | $424,245 | 0.3% | +0% | 74.6 |
| 56 | — | VANGUARD MID CAP - ETF | $406,316 | 0.3% | +252% | — |
| 57 | — | ISHARES CORE U.S. REIT ETF - ETF | $398,434 | 0.2% | +0% | — |
| 58 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $354,462 | 0.2% | -21% | 63.7 |
| 59 |  $GE | GENERAL ELECTRIC CO | $348,690 | 0.2% | +0% | 74.8 |
| 60 | — | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF - ETF | $341,614 | 0.2% | +60% | — |
| 61 |  $GEV | GE Vernova Inc. | $314,862 | 0.2% | +15% | 70.1 |
| 62 | — | VANGUARD SMALL-CAP ETF - ETF | $313,729 | 0.2% | +2% | — |
| 63 |  $XOM | EXXON MOBIL CORP | $310,901 | 0.2% | +0% | 61.8 |
| 64 | — | SCHWAB U.S. BROAD MARKET ETF - ETF | $307,555 | 0.2% | +0% | — |
| 65 | — | ISHARES MSCI PACIFIC EX JAPAN ETF - ETF | $305,712 | 0.2% | +0% | — |
| 66 |  $GOOG | Alphabet Inc. | $300,191 | 0.2% | +0% | 80.2 |
| 67 |  $GOOGL | Alphabet Inc. | $289,731 | 0.2% | +0% | 80.2 |
| 68 | — | ISHARES GLOBAL CLEAN ENERGY ETF - ETF | $279,770 | 0.2% | +0% | — |
| 69 | — | ISHARES TRS&P SHORT TERM NATL MUNICIPAL BD FD - ETF | $273,415 | 0.2% | +0% | — |
| 70 | — | ISHARES SHORT MATURITY MUNICIPAL BOND ACTIVE ETF - ETF | $271,196 | 0.2% | +0% | — |
| 71 |  $WT | WisdomTree, Inc. | $265,193 | 0.2% | +0% | 62.9 |
| 72 | — | ISHARES S&P SMALL-CAP FUND - ETF | $243,228 | 0.1% | +0% | — |
| 73 |  $VZ | VERIZON COMMUNICATIONS INC | $242,439 | 0.1% | +0% | 71.6 |
| 74 |  $MRK | Merck & Co., Inc. | $234,127 | 0.1% | NEW | 70.9 |
| 75 |  $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | $222,173 | 0.1% | NEW | — |
| 76 |  $ABBV | AbbVie Inc. | $219,430 | 0.1% | NEW | 59.3 |
| 77 |  $T | AT&T INC. | $215,446 | 0.1% | +4% | 71.9 |
| 78 |  $SLB | SLB LIMITED/NV | $213,900 | 0.1% | +0% | 63.2 |
| 79 |  $OSBC | OLD SECOND BANCORP INC | $205,566 | 0.1% | NEW | — |
| 80 | — | ISHARES NATIONAL MUNI BOND ETF - ETF | $205,337 | 0.1% | +1% | — |
| 81 |  $FIG | Figma, Inc. | $180,900 | 0.1% | +0% | 45.2 |
New Positions (4)
Exited Positions (4)
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