VERITY Wealth Advisors - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 7, 2026, for the 2025 Q4 period, VERITY Wealth Advisors held in its portfolio 81 assets valued at $161,167,662 (i.e. $161.17M).
The most valuable assets in the portfolio included: VANGUARD TOTAL STOCK MARKET ETF ($43.77M), ISHARES CORE S&P 500 ETF ($25.93M), and VANGUARD FTSE ALL-WORLD EX-US ($12.03M).
The chart below shows the top 10 valuable assets, and the table below shows the top 81 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
VERITY Wealth Advisors - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET ETF | 130552 | 43770195 | ETF |
| ISHARES CORE S&P 500 ETF | 37850 | 25924898 | ETF |
| VANGUARD FTSE ALL-WORLD EX-US | 163509 | 12027728 | ETF |
| VANGUARD FTSE EMERGING MARKETS ETF | 86117 | 4629650 | ETF |
| VANGUARD FTSE DEVELOPED MARKETS ETF | 67932 | 4243712 | ETF |
| ISHARES MSCI ACWI EX US | 56343 | 3782294 | ETF |
| SCHWAB U.S. LARGE-CAP ETF | 130613 | 3514796 | ETF |
| ISHARES MSCI USA ESG SELECT ETF | 23554 | 3282132 | ETF |
| MICROSOFT CORP COM | 6279 | 3036650 | Stock |
| ISHARES CURRENCY HEDGED MSCI EAFE ETF | 72685 | 3006237 | ETF |
| SCHWAB INTERNATIONAL EQUITY ETF | 106769 | 2566727 | ETF |
| VANGUARD REIT INDEX ETF | 24712 | 2186721 | ETF |
| VANGUARD SHORT-TERM TREASURY ETF | 25648 | 1506307 | ETF |
| ISHARES NASDAQ BIOTECHNOLOGY | 8898 | 1501759 | ETF |
| ISHARES ESG ADVANCED MSCI USA ETF | 26031 | 1498865 | ETF |
| SCHWAB U.S. BROAD MARKET ETF | 56088 | 1471188 | ETF |
| JOHNSON & JOHNSON COM | 7065 | 1462102 | Stock |
| DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF | 43719 | 1430923 | ETF |
| ISHARES 0-5 YEAR TIPS BOND ETF | 13841 | 1417180 | ETF |
| QUALCOMM INC | 7795 | 1333335 | Stock |
| VANGUARD S&P 500 ETF | 1985 | 1244853 | ETF |
| VANGUARD TOTAL BOND MARKET ETF | 16108 | 1193104 | ETF |
| GE AEROSPACE COM NEW | 3733 | 1149876 | Stock |
| VANGUARD SHORT-TERM BOND ETF | 14582 | 1149207 | ETF |
| ISHARES MSCI USA MIN VOL FACTOR ETF | 12102 | 1139521 | ETF |
| VANGUARD SHORT TERM CORP BOND FD ETF | 13618 | 1085732 | ETF |
| ALLIANT ENERGY CORP COM | 16443 | 1068959 | Stock |
| ISHARES S&P 100 ETF | 3114 | 1068152 | ETF |
| CINTAS CORP | 5624 | 1057706 | Stock |
| ISHARES ESG ADVANCED MSCI EAFE ETF | 13266 | 997073 | ETF |
| PEPSICO INC COM | 6837 | 981246 | Stock |
| EXXON MOBIL CORP COM | 7940 | 955500 | Stock |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | 1835 | 922363 | Stock |
| ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | 10886 | 921391 | ETF |
| VANGUARD TOTAL INTERNATIONAL STOCK ETF | 11409 | 860695 | ETF |
| SCHWAB US AGGREGATE BOND ETF | 35914 | 839299 | ETF |
| ISHARES ESG MSCI KLD 400 ETF | 6355 | 818715 | ETF |
| ISHARES CORE MSCI EMERGING MARKETS ETF | 12126 | 815141 | ETF |
| ISHARES COHEN & STEERS REIT ETF | 13261 | 791309 | ETF |
| ISHARES MSCI EAFE VALUE ETF | 10635 | 759445 | ETF |
| ISHARES S&P 500 VALUE ETF | 3452 | 732066 | ETF |
| ISHARES ESG AWARE MSCI EAFE ETF | 7335 | 697485 | ETF |
| ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF | 26322 | 664367 | ETF |
| GILEAD SCIENCES INC | 5338 | 655186 | Stock |
| STATE STR CORP COM | 4964 | 640406 | Stock |
| ISHARES RUSSELL 3000 ETF | 1651 | 638689 | ETF |
| APPLE INC COM | 2318 | 630171 | Stock |
| ISHARES CALIFORNIA MUNI BOND ETF | 10915 | 627176 | ETF |
| COUPANG INC CL A | 26425 | 623366 | Stock |
| ISHARES TR S&P 1500 INDEX FD | 4165 | 619294 | ETF |
| GE VERNOVA INC COM | 933 | 609781 | Stock |
| VANGUARD INFORMATION TECHNOLOGY ETF | 790 | 595486 | ETF |
| DIMENSIONAL US MARKETWIDE VALUE ETF | 12775 | 595187 | ETF |
| ISHARES PREFERRED & INCOME SECURITIES ETF | 17878 | 553503 | ETF |
| THERMO FISHER SCIENTIFIC INC COM | 896 | 519187 | Stock |
| STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | 3150 | 453506 | ETF |
| COSTCO WHSL CORP NEW COM | 500 | 431170 | Stock |
| VANGUARD MID CAP | 1428 | 414472 | ETF |
| INVESCO INTERNATIONAL CORPORATE BOND ETF | 17289 | 412853 | ETF |
| AMAZON COM INC COM | 1780 | 410860 | Stock |
| ISHARES TR S&P CITIGROUP 1-3 YR INTL TREASURY | 5398 | 406146 | ETF |
| ISHARES FUTURE EXPONENTIAL TECHNOLOGIES ETF | 5786 | 403516 | ETF |
| ISHARES INTERNATIONAL TREASURY BOND ETF | 9601 | 399978 | ETF |
| FIGMA INC CLASS A COM STK | 10000 | 373700 | Stock |
| ISHARES CORE MSCI EAFE ETF | 4050 | 362313 | ETF |
| ISHARES CORE U.S. REIT ETF | 5996 | 341532 | ETF |
| DIMENSIONAL INTERNATIONAL VALUE ETF | 6771 | 337873 | ETF |
| INTEL CORP COM | 8448 | 311731 | Stock |
| VANGUARD TOTAL INTERNATIONAL BOND ETF | 6131 | 296242 | ETF |
| ISHARES MSCI PACIFIC EX JAPAN ETF | 5740 | 289698 | ETF |
| ISHARES TRS&P SHORT TERM NATL MUNICIPAL BD FD | 2568 | 274006 | ETF |
| ISHARES SHORT MATURITY MUNICIPAL BOND ACTIVE ETF | 5383 | 270873 | ETF |
| WISDOMTREE FLOATING RATE TREASURY FUND | 5267 | 265035 | ETF |
| ALPHABET INC CAP STK CL A | 840 | 262920 | Stock |
| VANGUARD SMALL-CAP ETF | 1015 | 261819 | ETF |
| ALPHABET INC CAP STK CL C | 820 | 257316 | Stock |
| AT&T INC COM | 9962 | 247456 | Stock |
| VERIZON COMMUNICATIONS | 5726 | 233220 | Stock |
| ISHARES GLOBAL CLEAN ENERGY ETF | 13637 | 224056 | ETF |
| VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | 4239 | 209661 | ETF |
| ISHARES NATIONAL MUNI BOND ETF | 1883 | 201674 | ETF |
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