Institutional Manager · CIK 0001763138
VERITY Wealth Advisors
SAUSALITO, X1 · File #028-18976
Latest AUM
$161.2M
Positions
82
Top-10 Concentration
71.5%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202582 pos · $161.2M
- 13F HOLDINGS REPORTQ/E Sep 202578 pos · $158.3M
- 13F HOLDINGS REPORTQ/E Jun 202575 pos · $148.9M
- 13F HOLDINGS REPORTQ/E Mar 202572 pos · $134.9M
- 13F HOLDINGS REPORTQ/E Dec 202472 pos · $138.5M
- 13F HOLDINGS REPORTQ/E Sep 202473 pos · $142.2M
- 13F HOLDINGS REPORTQ/E Jun 202474 pos · $133.5M
- 13F HOLDINGS REPORTQ/E Mar 202474 pos · $130.3M
- 13F HOLDINGS REPORTQ/E Dec 202366 pos · $106.3M
- 13F HOLDINGS REPORTQ/E Sep 202369 pos · $111.4M
- 13F HOLDINGS REPORTQ/E Jun 202373 pos · $107.8M
- 13F HOLDINGS REPORTQ/E Mar 202373 pos · $101.9M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | VANGUARD TOTAL STOCK MARKET ETF | 922908769 | 130,252 | $43.7M | 29.14% |
| 2 | ISHARES CORE S&P 500 ETF | 464287200 | 37,850 | $25.9M | 17.30% |
| 3 | VANGUARD FTSE ALL-WORLD EX-US | 922042775 | 163,509 | $12.0M | 8.03% |
| 4 | VANGUARD FTSE EMERGING MARKETS ETF | 922042858 | 86,117 | $4.6M | 3.09% |
| 5 | VANGUARD FTSE DEVELOPED MARKETS ETF | 921943858 | 67,932 | $4.2M | 2.83% |
| 6 | ISHARES MSCI ACWI EX US | 464288240 | 56,343 | $3.8M | 2.52% |
| 7 | SCHWAB U.S. LARGE-CAP ETF | 808524201 | 130,613 | $3.5M | 2.35% |
| 8 | ISHARES MSCI USA ESG SELECT ETF | 464288802 | 23,554 | $3.3M | 2.19% |
| 9 | MICROSOFT CORP COM | MSFT | 6,279 | $3.0M | 2.03% |
| 10 | ISHARES CURRENCY HEDGED MSCI EAFE ETF | 46434V803 | 72,685 | $3.0M | 2.01% |
| 11 | SCHWAB INTERNATIONAL EQUITY ETF | 808524805 | 106,769 | $2.6M | 1.71% |
| 12 | VANGUARD REIT INDEX ETF | 922908553 | 24,712 | $2.2M | 1.46% |
| 13 | VANGUARD SHORT-TERM TREASURY ETF | 92206C102 | 25,648 | $1.5M | 1.01% |
| 14 | ISHARES NASDAQ BIOTECHNOLOGY | 464287556 | 8,898 | $1.5M | 1.00% |
| 15 | ISHARES ESG ADVANCED MSCI USA ETF | 46436E767 | 26,031 | $1.5M | 1.00% |
| 16 | SCHWAB U.S. BROAD MARKET ETF | 808524102 | 56,088 | $1.5M | 0.98% |
| 17 | JOHNSON & JOHNSON COM | JNJ | 7,065 | $1.5M | 0.98% |
| 18 | DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF | 25434V880 | 43,719 | $1.4M | 0.95% |
| 19 | ISHARES 0-5 YEAR TIPS BOND ETF | 46429B747 | 13,841 | $1.4M | 0.95% |
| 20 | QUALCOMM INC | QCOM | 7,795 | $1.3M | 0.89% |