Q2 2026 13F · SEC CIK 1763138

VERITY Wealth Advisors

Wealth managerFiled 2026-07-16 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $165.6M
Reported positions: 81
Top holdings a year, 3 yrs: +17.5%
Assets under management: $278.5M

VERITY Wealth Advisors is a wealth manager that reported 81 positions worth $165.6M in its Q2 2026 13F, filed 2026-07-16. Its largest holdings were Vanguard Index Fds (VTI, 27.8%), Ishares Core S&p 500 ETF (IVV, 17.1%), Vanguard FTSE All (VEU, 8.3%). A portfolio copying its top holdings returned 17.5% a year over the last 3 years, against 20.4% for the S&P 500.

VERITY Wealth Advisors holdings largest 50 of 81 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

VERITY Wealth Advisors 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
VTIVanguard Index Fds	27.8%	27.1%	124,452	-1.5%	$46.1M
IVVIshares Core S&p 500 ETF	17.1%	16.5%	37,776	+0.0%	$28.3M
VEUVanguard FTSE All	8.3%	8.1%	165,088	+2.2%	$13.8M
VWOVanguard Intl Equity Index F	3.1%	3.1%	84,936	+0.0%	$5.1M
VEAVanguard Tax-Managed Fds	2.7%	2.7%	63,012	+0.0%	$4.5M
ACWXIshares Tr	2.6%	2.6%	56,508	+0.3%	$4.3M
SUSAiShares MSCI USA ESG Select ETF	2.2%	2.1%	23,263	-1.2%	$3.6M
SCHFSchwab Intl Equity	2.1%	1.8%	127,443	+19.4%	$3.5M
SCHXSchwab Stratgc Tr	1.6%	1.5%	87,999	-2.4%	$2.6M
MSFTMicrosoft Corp	1.4%	1.6%	6,432	+2.4%	$2.4M
VNQVanguard Real Estate ETF	1.3%	1.4%	23,020	+0.8%	$2.2M
HEFAIShares Currency Hedged MSCI EAFE ETF	1.1%	1.1%	40,000	+0.0%	$1.9M
USXFiShares ESG Advanced MSCI USA E	1.1%	1.0%	26,467	+0.9%	$1.8M
JNJJohnson & Johnson	1.1%	1.1%	6,964	+0.0%	$1.8M
DFAXDimensional World Ex U.s. Core	1.0%	1.0%	43,719	+0.0%	$1.6M
VXUSVanguard Star Fds Vanguard Total Intl St	0.9%	0.9%	18,045	+0.0%	$1.5M
VGSHVanguard Short-Term Treasury ETF Total	0.9%	1.0%	25,331	-5.1%	$1.5M
QCOMQualcomm Inc	0.9%	0.7%	7,795	+0.0%	$1.4M
VOOVanguard S&p 500 ETF	0.8%	0.8%	1,985	+0.0%	$1.4M
IEMGIshares	0.8%	0.7%	15,912	+0.4%	$1.3M
INTCIntel Corp	0.7%	—	8,685	—	$1.2M
USMVIshares Msci USA Min Volfctr ETF	0.7%	0.8%	12,102	+0.0%	$1.2M
IXUSIshares Core Msci Total International St	0.7%	0.6%	12,028	+7.9%	$1.1M
DMXFIshares Tr	0.7%	0.7%	13,428	+0.7%	$1.1M
BNDVanguard Total Bond Market ETF	0.7%	0.8%	15,022	-3.3%	$1.1M
VCSHVanguard Scottsdale Fds	0.7%	0.7%	13,676	+0.3%	$1.1M
IGOVIshares Tr	0.6%	0.5%	25,245	+38.7%	$1.0M
ISHGIshares 1 3 Year Intl Trs Bd	0.6%	0.5%	13,109	+28.6%	$973K
LNTAlliant Energy Corp	0.6%	0.6%	12,225	+0.0%	$933K
PEPPepsico Inc	0.6%	0.7%	6,726	+0.0%	$911K
DSIiShares ESG MSCI KLD 400 ETF	0.5%	0.5%	6,355	+0.0%	$905K
ICFIshares Tr	0.5%	0.5%	13,323	+0.3%	$901K
SCHZSchwab Strategic Tr	0.5%	0.5%	37,305	+8.7%	$863K
STTState Str Corp	0.5%	0.4%	4,964	+0.0%	$842K
PICBInvesco Exch Traded Fd Tr II	0.5%	0.5%	35,790	+10.4%	$829K
EFVIshares Tr	0.5%	0.5%	10,611	+0.0%	$812K
CTASCintas Corp	0.5%	0.6%	4,690	-16.6%	$798K
IVEIshares S&p 500 Value ETF	0.5%	0.5%	3,448	+0.0%	$783K
ESGDIshares Msci Eafe Esg	0.5%	0.5%	7,432	+1.3%	$764K
BSVVanguard Bd Index Fds Vanguard Short Ter	0.5%	0.5%	9,767	+0.0%	$761K
IBBIshares Tr	0.4%	0.6%	3,860	-21.9%	$734K
IWVIshares Russell 3000 Index	0.4%	0.4%	1,651	+0.0%	$704K
ITOTIshares Total US Stock Market ETF	0.4%	0.4%	4,165	+0.0%	$684K
GILDGilead Sciences	0.4%	0.5%	5,338	+0.0%	$674K
STIPIshares Tr	0.4%	1.0%	6,583	-52.4%	$673K
AAPLApple Inc	0.4%	0.4%	2,318	+0.0%	$671K
SUSBIshares Tr	0.4%	0.4%	26,322	+0.0%	$658K
XLKState Street Technology Select Sector Sp	0.4%	—	3,225	—	$614K
BNDXVanguard Charlotte Fds	0.4%	0.4%	12,147	+0.0%	$588K
BRK-BBerkshire Hathaway Inc Del	0.3%	0.6%	985	-46.3%	$493K

What VERITY Wealth Advisors bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +19.3% /yr; S&P 500 +20.1%
3 years: +17.5% /yr; S&P 500 +20.4%
5 years: +8.3% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$165.6M	81
Q1 2026	$149.7M	81
Q4 2025	$161.1M	81
Q3 2025	$158.3M	78
Q2 2025	$148.9M	75
Q1 2025	$134.9M	72
Q4 2024	$138.5M	72
Q3 2024	$142.2M	73
Q2 2024	$133.5M	74
Q1 2024	$130.3M	74
Q4 2023	$116.3M	71
Q3 2023	$106.3M	66

Questions about VERITY Wealth Advisors's portfolio

What stocks does VERITY Wealth Advisors own?

VERITY Wealth Advisors's latest 13F, for Q2 2026 and filed Jul 16, 2026, lists 81 positions worth $165.6M. The largest are Vanguard Index Fds (VTI) at 27.8%, Ishares Core S&p 500 ETF (IVV) at 17.1%, Vanguard FTSE All (VEU) at 8.3%, Vanguard Intl Equity Index F (VWO) at 3.1% and Vanguard Tax-Managed Fds (VEA) at 2.7%.

What did VERITY Wealth Advisors buy last quarter?

In Q2 2026, VERITY Wealth Advisors added Ishares Tr (IGOV) (+38.7% shares), Ishares 1 3 Year Intl Trs Bd (ISHG) (+28.6% shares) and Schwab Intl Equity (SCHF) (+19.4% shares), compared with its Q1 2026 filing.

What did VERITY Wealth Advisors sell last quarter?

In Q2 2026, VERITY Wealth Advisors cut from its top 50 Ishares Core Msci Eafe ETF (IEFA), cut from its top 50 Dimensional U.s. Marketwide Val (DFUV), Ishares Tr (STIP) (-52.4% shares), Berkshire Hathaway Inc Del (BRK-B) (-46.3% shares) and Ishares Tr (IBB) (-21.9% shares), compared with its Q1 2026 filing.

How has VERITY Wealth Advisors's portfolio performed?

A portfolio copying VERITY Wealth Advisors's 20 largest 13F holdings each quarter, from the day each filing was public, returned +17.5% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +19.3% against +20.1%. Over 5 years: +8.3% a year against +11.6%.

When is VERITY Wealth Advisors's next 13F filing due?

13F filings are due 45 days after each quarter ends. VERITY Wealth Advisors's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does VERITY Wealth Advisors manage?

VERITY Wealth Advisors reported $278.5M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $165.6M.