Verity Wealth Advisors Portfolio Stock Holdings
According to the SEC 13F filed on July 16, 2026, Verity Wealth Advisors disclosed 80 stock positions valued at approximately $165.57M as of quarter-end June 30, 2026. The largest holdings include VANGUARD TOTAL STOCK MARKET ETF, ISHARES CORE S&P 500 ETF, and VANGUARD FTSE ALL-WORLD EX-US.
- Report Period
- June 30, 2026
- No. of Stocks
- 80
- Portfolio Value
- $165.57M
Holdings by Sector
Verity Wealth Advisors Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET ETF | VTI | Other | 27.81% | 124,452 | -1,887 | -1.49% | $46,052,196 |
| ISHARES CORE S&P 500 ETF | IVV | Other | 17.09% | 37,776 | - | - | $28,289,980 |
| VANGUARD FTSE ALL-WORLD EX-US | VEU | Other | 8.35% | 165,088 | +3,605 | +2.23% | $13,826,088 |
| VANGUARD FTSE EMERGING MARKETS ETF | VWO | Other | 3.06% | 84,936 | - | - | $5,069,830 |
| VANGUARD FTSE DEVELOPED MARKETS ETF | VEA | Other | 2.71% | 63,012 | - | - | $4,489,605 |
| ISHARES MSCI ACWI EX US | ACWX | Other | 2.60% | 56,508 | +165 | +0.29% | $4,300,844 |
| ISHARES MSCI USA ESG SELECT ETF | SUSA | Other | 2.17% | 23,263 | -291 | -1.24% | $3,589,481 |
| SCHWAB INTERNATIONAL EQUITY ETF | SCHF | Other | 2.13% | 127,443 | +20,674 | +19.36% | $3,530,171 |
| SCHWAB U.S. LARGE-CAP ETF | SCHX | Other | 1.56% | 87,999 | -2,162 | -2.40% | $2,589,811 |
| MICROSOFT CORP COM | MSFT | Technology | 1.45% | 6,432 | +153 | +2.44% | $2,399,265 |
| VANGUARD REIT INDEX ETF | VNQ | Other | 1.34% | 23,020 | +172 | +0.75% | $2,219,860 |
| ISHARES CURRENCY HEDGED MSCI EAFE ETF | HEFA | Other | 1.13% | 40,000 | - | - | $1,877,016 |
| ISHARES ESG ADVANCED MSCI USA ETF | USXF | Other | 1.11% | 26,467 | +231 | +0.88% | $1,838,133 |
| JOHNSON & JOHNSON COM | JNJ | Healthcare | 1.07% | 6,964 | - | - | $1,768,647 |
| DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF | DFAX | Other | 0.97% | 43,719 | - | - | $1,610,608 |
| VANGUARD TOTAL INTERNATIONAL STOCK ETF | VXUS | Other | 0.93% | 18,045 | - | - | $1,542,667 |
| VANGUARD SHORT-TERM TREASURY ETF | VGSH | Other | 0.89% | 25,331 | -1,371 | -5.13% | $1,474,264 |
| QUALCOMM INC | QCOM | Technology | 0.87% | 7,795 | - | - | $1,440,438 |
| VANGUARD S&P 500 ETF | VOO | Other | 0.82% | 1,985 | - | - | $1,363,318 |
| ISHARES CORE MSCI EMERGING MARKETS ETF | IEMG | Other | 0.80% | 15,912 | +60 | +0.38% | $1,318,140 |
| INTEL CORP COM | INTC | Technology | 0.73% | 8,685 | +237 | +2.81% | $1,212,687 |
| ISHARES MSCI USA MIN VOL FACTOR ETF | USMV | Other | 0.71% | 12,102 | - | - | $1,167,356 |
| ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | IXUS | Other | 0.69% | 12,028 | +884 | +7.93% | $1,147,952 |
| ISHARES ESG ADVANCED MSCI EAFE ETF | DMXF | Other | 0.69% | 13,428 | +92 | +0.69% | $1,136,009 |
| VANGUARD TOTAL BOND MARKET ETF | BND | Other | 0.67% | 15,022 | -516 | -3.32% | $1,102,760 |
| VANGUARD SHORT TERM CORP BOND FD ETF | VCSH | Other | 0.65% | 13,676 | +36 | +0.26% | $1,080,828 |
| ISHARES INTERNATIONAL TREASURY BOND ETF | IGOV | Other | 0.63% | 25,245 | +7,043 | +38.69% | $1,035,802 |
| ISHARES TR S&P CITIGROUP 1-3 YR INTL TREASURY | ISHG | Other | 0.59% | 13,109 | +2,918 | +28.63% | $973,278 |
| ALLIANT ENERGY CORP COM | LNT | Utilities | 0.56% | 12,225 | - | - | $932,645 |
| PEPSICO INC COM | PEP | Consumer Defensive | 0.55% | 6,726 | - | - | $910,700 |
Showing 30 of 80 holdings in the latest reporting period.