Verity Wealth Advisors Portfolio Stock Holdings
Verity Wealth Advisors disclosed 81 stock positions valued at approximately $165.6 million in its latest SEC 13F filing. The largest holdings include VANGUARD TOTAL STOCK MARKET ETF, ISHARES CORE S&P 500 ETF, and VANGUARD FTSE ALL-WORLD EX-US. The filing reflects positions held as of June 30, 2026 and was filed on July 16, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 81
- Portfolio Value
- $165.6M
Holdings by Sector
Verity Wealth Advisors Portfolio Holdings in Q2 2026
79 holdings in the latest reporting period.
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| 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 |
| ISHARES ESG MSCI KLD 400 ETF | DSI | Other | 0.55% | 6,355 | - | - | $904,888 |
| ISHARES COHEN & STEERS REIT ETF | ICF | Other | 0.54% | 13,323 | +40 | +0.30% | $901,062 |
| SCHWAB US AGGREGATE BOND ETF | SCHZ | Other | 0.52% | 37,305 | +2,998 | +8.74% | $862,853 |
| STATE STR CORP COM | STT | Financial Services | 0.51% | 4,964 | - | - | $841,894 |
| INVESCO INTERNATIONAL CORPORATE BOND ETF | PICB | Other | 0.50% | 35,790 | +3,359 | +10.36% | $828,896 |
| ISHARES MSCI EAFE VALUE ETF | EFV | Other | 0.49% | 10,611 | - | - | $812,272 |
| CINTAS CORP | CTAS | Industrials | 0.48% | 4,690 | -934 | -16.61% | $797,675 |
| ISHARES S&P 500 VALUE ETF | IVE | Other | 0.47% | 3,448 | - | - | $782,903 |
| ISHARES ESG AWARE MSCI EAFE ETF | ESGD | Other | 0.46% | 7,432 | +97 | +1.32% | $764,033 |
| VANGUARD SHORT-TERM BOND ETF | BSV | Other | 0.46% | 9,767 | - | - | $760,947 |
| ISHARES NASDAQ BIOTECHNOLOGY | IBB | Other | 0.44% | 3,860 | -1,083 | -21.91% | $734,183 |
| ISHARES RUSSELL 3000 ETF | IWV | Other | 0.43% | 1,651 | - | - | $703,986 |
| ISHARES TR S&P 1500 INDEX FD | ITOT | Other | 0.41% | 4,165 | - | - | $684,185 |
| GILEAD SCIENCES INC | GILD | Healthcare | 0.41% | 5,338 | - | - | $674,403 |
| ISHARES 0-5 YEAR TIPS BOND ETF | STIP | Other | 0.41% | 6,583 | -7,258 | -52.44% | $672,519 |
| APPLE INC COM | AAPL | Technology | 0.41% | 2,318 | - | - | $670,736 |
| ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF | SUSB | Other | 0.40% | 26,322 | - | - | $657,787 |
| STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | XLK | Other | 0.37% | 3,225 | +75 | +2.38% | $614,427 |
| VANGUARD TOTAL INTERNATIONAL BOND ETF | BNDX | Other | 0.36% | 12,147 | - | - | $588,271 |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | BRK-B | Financial Services | 0.30% | 985 | -850 | -46.32% | $492,884 |
| ISHARES FUTURE EXPONENTIAL TECHNOLOGIES ETF | XT | Other | 0.29% | 5,786 | - | - | $478,097 |
| COSTCO WHOLESALE CORPORATION COM | COST | Consumer Defensive | 0.28% | 500 | - | - | $467,735 |
| COUPANG INC CL A | CPNG | Consumer Cyclical | 0.28% | 26,425 | - | - | $459,002 |
| ISHARES CORE MSCI EAFE ETF | IEFA | Other | 0.26% | 4,539 | -7,190 | -61.30% | $438,377 |
| AMAZON COM INC COM | AMZN | Consumer Cyclical | 0.26% | 1,780 | - | - | $424,245 |
| VANGUARD MID CAP | VO | Other | 0.25% | 5,043 | +3,611 | +252.16% | $406,316 |
| ISHARES CORE U.S. REIT ETF | USRT | Other | 0.24% | 5,996 | - | - | $398,434 |
| THERMO FISHER SCIENTIFIC INC COM | TMO | Healthcare | 0.21% | 707 | -189 | -21.09% | $354,462 |
| GE AEROSPACE COM NEW | GE | Industrials | 0.21% | 933 | - | - | $348,690 |
| VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | VTIP | Other | 0.21% | 6,801 | +2,562 | +60.44% | $341,614 |
| GE VERNOVA INC COM | GEV | Utilities | 0.19% | 268 | +35 | +15.02% | $314,862 |
| VANGUARD SMALL-CAP ETF | VB | Other | 0.19% | 1,035 | +20 | +1.97% | $313,729 |
| SCHWAB U.S. BROAD MARKET ETF | SCHB | Other | 0.19% | 10,620 | - | - | $307,555 |
| ISHARES MSCI PACIFIC EX JAPAN ETF | EPP | Other | 0.18% | 5,740 | - | - | $305,712 |
| ALPHABET INC CAP STK CL A | GOOGL | Communication Services | 0.18% | 840 | - | - | $300,191 |
| ALPHABET INC CAP STK CL C | GOOG | Communication Services | 0.17% | 820 | - | - | $289,731 |
| ISHARES GLOBAL CLEAN ENERGY ETF | ICLN | Other | 0.17% | 13,654 | +17 | +0.12% | $279,770 |
| ISHARES TRS&P SHORT TERM NATL MUNICIPAL BD FD | SUB | Other | 0.17% | 2,568 | - | - | $273,415 |
| ISHARES SHORT MATURITY MUNICIPAL BOND ACTIVE ETF | MEAR | Other | 0.16% | 5,383 | - | - | $271,196 |
| WISDOMTREE FLOATING RATE TREASURY FUND | USFR | Other | 0.16% | 5,267 | - | - | $265,193 |
| ISHARES S&P SMALL-CAP FUND | IJR | Other | 0.15% | 1,640 | - | - | $243,228 |
| VERIZON COMMUNICATIONS | VZ | Communication Services | 0.15% | 5,726 | - | - | $242,439 |
| MERCK & CO INC | MRK | Healthcare | 0.14% | 1,822 | +1,822 | +100.00% | $234,127 |
| ISHARES ESG AWARE MSCI EM ETF | ESGE | Other | 0.13% | 4,062 | +4,062 | +100.00% | $222,173 |
| ABBVIE INC COM | ABBV | Healthcare | 0.13% | 872 | +872 | +100.00% | $219,430 |
| AT&T INC COM | T | Communication Services | 0.13% | 10,408 | +446 | +4.48% | $215,446 |
| SLB LIMITED COM STK | SLB | Energy | 0.13% | 4,601 | - | - | $213,900 |
| OLD SECOND BANCORP INC DEL | OSBC | Financial Services | 0.12% | 8,815 | +8,815 | +100.00% | $205,566 |
| ISHARES NATIONAL MUNI BOND ETF | MUB | Other | 0.12% | 1,908 | +15 | +0.79% | $205,337 |