Verity Wealth Advisors Portfolio Stock Holdings
Verity Wealth Advisors disclosed 81 stock positions valued at approximately $149.7 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 March 31, 2026 and was filed on April 9, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 81
- Portfolio Value
- $149.7M
Holdings by Sector
Verity Wealth Advisors Portfolio Holdings in Q1 2026
80 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 | 27.07% | 126,339 | -3,913 | -3.00% | $40,530,942 |
| ISHARES CORE S&P 500 ETF | IVV | Other | 16.48% | 37,776 | -74 | -0.20% | $24,675,583 |
| VANGUARD FTSE ALL-WORLD EX-US | VEU | Other | 8.10% | 161,483 | -2,026 | -1.24% | $12,127,391 |
| VANGUARD FTSE EMERGING MARKETS ETF | VWO | Other | 3.07% | 84,936 | -1,181 | -1.37% | $4,590,791 |
| VANGUARD FTSE DEVELOPED MARKETS ETF | VEA | Other | 2.70% | 63,012 | -4,920 | -7.24% | $4,037,809 |
| ISHARES MSCI ACWI EX US | ACWX | Other | 2.58% | 56,343 | - | - | $3,857,793 |
| ISHARES MSCI USA ESG SELECT ETF | SUSA | Other | 2.08% | 23,554 | - | - | $3,111,483 |
| SCHWAB INTERNATIONAL EQUITY ETF | SCHF | Other | 1.76% | 106,769 | - | - | $2,642,533 |
| MICROSOFT CORP COM | MSFT | Technology | 1.55% | 6,279 | - | - | $2,324,297 |
| SCHWAB U.S. LARGE-CAP ETF | SCHX | Other | 1.54% | 90,161 | -40,452 | -30.97% | $2,311,728 |
| VANGUARD REIT INDEX ETF | VNQ | Other | 1.35% | 22,848 | -1,864 | -7.54% | $2,026,626 |
| JOHNSON & JOHNSON COM | JNJ | Healthcare | 1.14% | 6,964 | -101 | -1.43% | $1,702,280 |
| ISHARES CURRENCY HEDGED MSCI EAFE ETF | HEFA | Other | 1.14% | 40,000 | -32,685 | -44.97% | $1,699,814 |
| VANGUARD SHORT-TERM TREASURY ETF | VGSH | Other | 1.04% | 26,702 | +1,054 | +4.11% | $1,563,135 |
| DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF | DFAX | Other | 0.99% | 43,719 | - | - | $1,485,134 |
| ISHARES ESG ADVANCED MSCI USA ETF | USXF | Other | 0.97% | 26,236 | +205 | +0.79% | $1,448,227 |
| ISHARES 0-5 YEAR TIPS BOND ETF | STIP | Other | 0.96% | 13,841 | - | - | $1,431,575 |
| VANGUARD TOTAL INTERNATIONAL STOCK ETF | VXUS | Other | 0.93% | 18,045 | +6,636 | +58.16% | $1,391,450 |
| VANGUARD S&P 500 ETF | VOO | Other | 0.79% | 1,985 | - | - | $1,186,137 |
| VANGUARD TOTAL BOND MARKET ETF | BND | Other | 0.76% | 15,538 | -570 | -3.54% | $1,144,236 |
| ISHARES MSCI USA MIN VOL FACTOR ETF | USMV | Other | 0.75% | 12,102 | - | - | $1,122,336 |
| ISHARES CORE MSCI EMERGING MARKETS ETF | IEMG | Other | 0.74% | 15,852 | +3,726 | +30.73% | $1,105,709 |
| VANGUARD SHORT TERM CORP BOND FD ETF | VCSH | Other | 0.72% | 13,640 | +22 | +0.16% | $1,081,262 |
| ISHARES CORE MSCI EAFE ETF | IEFA | Other | 0.71% | 11,729 | +7,679 | +189.60% | $1,061,826 |
| PEPSICO INC COM | PEP | Consumer Defensive | 0.70% | 6,726 | -111 | -1.62% | $1,044,481 |
| ISHARES ESG ADVANCED MSCI EAFE ETF | DMXF | Other | 0.67% | 13,336 | +70 | +0.53% | $1,006,201 |
| QUALCOMM INC | QCOM | Technology | 0.67% | 7,795 | - | - | $1,003,840 |
| ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | IXUS | Other | 0.64% | 11,144 | +258 | +2.37% | $965,516 |
| CINTAS CORP | CTAS | Industrials | 0.64% | 5,624 | - | - | $951,243 |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | BRK-B | Financial Services | 0.59% | 1,835 | - | - | $879,332 |
| ALLIANT ENERGY CORP COM | LNT | Utilities | 0.59% | 12,225 | -4,218 | -25.65% | $877,266 |
| ISHARES NASDAQ BIOTECHNOLOGY | IBB | Other | 0.56% | 4,943 | -3,955 | -44.45% | $834,669 |
| ISHARES COHEN & STEERS REIT ETF | ICF | Other | 0.55% | 13,283 | +22 | +0.17% | $822,086 |
| SCHWAB US AGGREGATE BOND ETF | SCHZ | Other | 0.53% | 34,307 | -1,607 | -4.47% | $796,597 |
| ISHARES MSCI EAFE VALUE ETF | EFV | Other | 0.53% | 10,611 | -24 | -0.23% | $788,928 |
| ISHARES ESG MSCI KLD 400 ETF | DSI | Other | 0.51% | 6,355 | - | - | $770,162 |
| VANGUARD SHORT-TERM BOND ETF | BSV | Other | 0.51% | 9,767 | -4,815 | -33.02% | $765,830 |
| ISHARES TR S&P CITIGROUP 1-3 YR INTL TREASURY | ISHG | Other | 0.50% | 10,191 | +4,793 | +88.79% | $756,011 |
| INVESCO INTERNATIONAL CORPORATE BOND ETF | PICB | Other | 0.50% | 32,431 | +15,142 | +87.58% | $749,156 |
| ISHARES INTERNATIONAL TREASURY BOND ETF | IGOV | Other | 0.50% | 18,202 | +8,601 | +89.58% | $747,374 |
| GILEAD SCIENCES INC | GILD | Healthcare | 0.50% | 5,338 | - | - | $743,957 |
| ISHARES S&P 500 VALUE ETF | IVE | Other | 0.49% | 3,448 | -4 | -0.12% | $728,045 |
| ISHARES ESG AWARE MSCI EAFE ETF | ESGD | Other | 0.47% | 7,335 | - | - | $701,373 |
| ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF | SUSB | Other | 0.44% | 26,322 | - | - | $659,761 |
| STATE STR CORP COM | STT | Financial Services | 0.42% | 4,964 | - | - | $628,244 |
| DIMENSIONAL US MARKETWIDE VALUE ETF | DFUV | Other | 0.41% | 12,775 | - | - | $619,077 |
| ISHARES RUSSELL 3000 ETF | IWV | Other | 0.41% | 1,651 | - | - | $611,993 |
| ISHARES TR S&P 1500 INDEX FD | ITOT | Other | 0.40% | 4,165 | - | - | $593,221 |
| APPLE INC COM | AAPL | Technology | 0.39% | 2,318 | - | - | $588,285 |
| VANGUARD TOTAL INTERNATIONAL BOND ETF | BNDX | Other | 0.39% | 12,147 | +6,016 | +98.12% | $583,655 |
| VANGUARD INFORMATION TECHNOLOGY ETF | VGT | Other | 0.37% | 790 | - | - | $551,199 |
| COUPANG INC CL A | CPNG | Consumer Cyclical | 0.33% | 26,425 | - | - | $498,904 |
| COSTCO WHOLESALE CORPORATION COM | COST | Consumer Defensive | 0.33% | 500 | - | - | $498,215 |
| THERMO FISHER SCIENTIFIC INC COM | TMO | Healthcare | 0.29% | 896 | - | - | $440,411 |
| STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | XLK | Other | 0.28% | 3,150 | - | - | $418,635 |
| VANGUARD MID CAP | VO | Other | 0.27% | 1,432 | +4 | +0.28% | $411,205 |
| ISHARES FUTURE EXPONENTIAL TECHNOLOGIES ETF | XT | Other | 0.26% | 5,786 | - | - | $394,312 |
| EXXON MOBIL CORP COM | XOM | Energy | 0.26% | 2,274 | -5,666 | -71.36% | $385,807 |
| INTEL CORP COM | INTC | Technology | 0.25% | 8,448 | - | - | $372,810 |
| AMAZON COM INC COM | AMZN | Consumer Cyclical | 0.25% | 1,780 | - | - | $370,721 |
| DIMENSIONAL INTERNATIONAL VALUE ETF | DFIV | Other | 0.24% | 6,771 | - | - | $357,373 |
| ISHARES CORE U.S. REIT ETF | USRT | Other | 0.24% | 5,996 | - | - | $354,903 |
| STATE STREET SPDR S&P 500 ETF | SPY | Other | 0.22% | 503 | +503 | +100.00% | $327,121 |
| ISHARES MSCI PACIFIC EX JAPAN ETF | EPP | Other | 0.20% | 5,740 | - | - | $305,024 |
| AT&T INC COM | T | Communication Services | 0.19% | 9,962 | - | - | $288,798 |
| VERIZON COMMUNICATIONS | VZ | Communication Services | 0.19% | 5,726 | - | - | $287,445 |
| ISHARES TRS&P SHORT TERM NATL MUNICIPAL BD FD | SUB | Other | 0.18% | 2,568 | - | - | $273,492 |
| ISHARES SHORT MATURITY MUNICIPAL BOND ACTIVE ETF | MEAR | Other | 0.18% | 5,383 | - | - | $270,980 |
| SCHWAB U.S. BROAD MARKET ETF | SCHB | Other | 0.18% | 10,620 | -45,468 | -81.07% | $266,562 |
| VANGUARD SMALL-CAP ETF | VB | Other | 0.18% | 1,015 | - | - | $265,849 |
| WISDOMTREE FLOATING RATE TREASURY FUND | USFR | Other | 0.18% | 5,267 | - | - | $265,141 |
| GE AEROSPACE COM NEW | GE | Industrials | 0.18% | 933 | -2,800 | -75.01% | $264,757 |
| ISHARES GLOBAL CLEAN ENERGY ETF | ICLN | Other | 0.17% | 13,637 | - | - | $249,421 |
| ALPHABET INC CAP STK CL A | GOOGL | Communication Services | 0.16% | 840 | - | - | $241,550 |
| SLB LIMITED COM STK | SLB | Energy | 0.16% | 4,601 | +4,601 | +100.00% | $236,445 |
| ALPHABET INC CAP STK CL C | GOOG | Communication Services | 0.16% | 820 | - | - | $235,225 |
| VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | VTIP | Other | 0.14% | 4,239 | - | - | $211,738 |
| ISHARES S&P SMALL-CAP FUND | IJR | Other | 0.14% | 1,640 | +1,640 | +100.00% | $203,868 |
| GE VERNOVA INC COM | GEV | Utilities | 0.14% | 233 | -700 | -75.03% | $203,386 |
| ISHARES NATIONAL MUNI BOND ETF | MUB | Other | 0.13% | 1,893 | +10 | +0.53% | $200,928 |