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 Tr (IVV, 17.1%), Vanguard Intl Equity Index F (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 Tr	17.1%	16.5%	37,776	+0.0%	$28.3M
VEUVanguard Intl Equity Index F	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 Ftse Developed Markets Index Fu	2.7%	2.7%	63,012	+0.0%	$4.5M
ACWXIshares Tr	2.6%	2.6%	56,508	+0.3%	$4.3M
SUSAIshares Tr	2.2%	2.1%	23,263	-1.2%	$3.6M
SCHFSchwab Strategic Tr	2.1%	1.8%	127,443	+19.4%	$3.5M
SCHXSchwab Strategic Tr	1.6%	1.5%	87,999	-2.4%	$2.6M
MSFTMicrosoft Corp	1.4%	1.6%	6,432	+2.4%	$2.4M
VNQVanguard Index Fds	1.3%	1.4%	23,020	+0.8%	$2.2M
HEFAIshares Tr	1.1%	1.1%	40,000	+0.0%	$1.9M
USXFIshares Tr	1.1%	1.0%	26,467	+0.9%	$1.8M
JNJJohnson & Johnson	1.1%	1.1%	6,964	+0.0%	$1.8M
DFAXDimensional ETF Trust	1.0%	1.0%	43,719	+0.0%	$1.6M
VXUSVanguard Star Fds	0.9%	0.9%	18,045	+0.0%	$1.5M
VGSHVanguard Scottsdale Fds	0.9%	1.0%	25,331	-5.1%	$1.5M
QCOMQualcomm Inc	0.9%	0.7%	7,795	+0.0%	$1.4M
VOOVanguard Index Fds	0.8%	0.8%	1,985	+0.0%	$1.4M
IEMGIshares Inc	0.8%	0.7%	15,912	+0.4%	$1.3M
INTCIntel Corp	0.7%	—	8,685	—	$1.2M
USMVIshares Tr	0.7%	0.8%	12,102	+0.0%	$1.2M
IXUSIshares Tr	0.7%	0.6%	12,028	+7.9%	$1.1M
DMXFIshares Tr	0.7%	0.7%	13,428	+0.7%	$1.1M
BNDVanguard Bd Index Fds	0.7%	0.8%	15,022	-3.3%	$1.1M
VCSHVanguard Scottsdale Fds	0.7%	0.7%	13,676	+0.3%	$1.1M
IGOVIshares International Treasury Bond ETF	0.6%	0.5%	25,245	+38.7%	$1.0M
ISHGIshares Tr	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 Tr	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 International Corporate Bond ETF	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 Tr	0.5%	0.5%	3,448	+0.0%	$783K
ESGDiShares ESG Aware MSCI EAFE ETF	0.5%	0.5%	7,432	+1.3%	$764K
BSVVanguard Bd Index Fds	0.5%	0.5%	9,767	+0.0%	$761K
IBBIshares Tr	0.4%	0.6%	3,860	-21.9%	$734K
IWVIshares Tr	0.4%	0.4%	1,651	+0.0%	$704K
ITOTIshares Tr	0.4%	0.4%	4,165	+0.0%	$684K
GILDGilead Sciences Inc	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
XLKSelect Sector Spdr Tr	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, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 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 Tr (IVV) at 17.1%, Vanguard Intl Equity Index F (VEU) at 8.3%, Vanguard Intl Equity Index F (VWO) at 3.1% and Vanguard Ftse Developed Markets Index Fu (VEA) at 2.7%.

What did VERITY Wealth Advisors buy last quarter?

In Q2 2026, VERITY Wealth Advisors added Ishares International Treasury Bond ETF (IGOV) (+38.7% shares), Ishares Tr (ISHG) (+28.6% shares) and Schwab Strategic Tr (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 Tr (IEFA), cut from its top 50 Dimensional ETF Trust (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.