Filed: 8/8/2025ACC: 0001763138-25-000005
📋 What this filing means
VERITY WEALTH ADVISORS filed this quarterly 13F‑HR report disclosing 75 equity positions with a total reported market value of $148.87M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
75
Positions
$148.87M
Total AUM (reported)
1.60M
Total Shares
Allocation by class
ETF$131.93M88.6%
STOCK$16.94M11.4%
Portfolio Concentration
Top 3$74.80M50.2%
4–10$24.54M16.5%
11–25$20.89M14.0%
Rest$28.63M19.2%
Top 3 weight
50.2%
Top 10 weight
66.7%
Voting Authority Distribution
Total shares with voting rights: 1.60M
Sole
Full voting authority
354.95K
shares
% of voting shares22.2%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.24M
shares
% of voting shares77.8%
Investment Discretion (by position count)
Sole75
Shared0
Other0
Dominant voting typeNone · 77.8% of voting shares
Institutional Holdings75
Rows:
VANGUARD TOTAL STOCK MARKET ETF
SOLEShares132.62K
TypeSH
Market value$40.31M
27.07%
Sole
31.35K
Shared
0.00
None
101.27K
ISHARES CORE S&P 500 ETF
SOLEShares37.85K
TypeSH
Market value$23.50M
15.79%
Sole
4.14K
Shared
0.00
None
33.70K
VANGUARD FTSE ALL-WORLD EX-US
SOLEShares163.59K
TypeSH
Market value$11.00M
7.39%
Sole
35.05K
Shared
0.00
None
128.54K
VANGUARD FTSE EMERGING MARKETS ETF
SOLEShares86.12K
TypeSH
Market value$4.26M
2.86%
Sole
6.76K
Shared
0.00
None
79.35K
MICROSOFT CORP COM
SOLEShares8.23K
TypeSH
Market value$4.09M
2.75%
Sole
778.00
Shared
0.00
None
7.45K
VANGUARD FTSE DEVELOPED MARKETS ETF
SOLEShares67.93K
TypeSH
Market value$3.87M
2.60%
Sole
12.39K
Shared
0.00
None
55.54K
ISHARES MSCI ACWI EX US
SOLEShares56.11K
TypeSH
Market value$3.42M
2.30%
Sole
0.00
Shared
0.00
None
56.11K
SCHWAB U.S. LARGE-CAP ETF
SOLEShares130.64K
TypeSH
Market value$3.19M
2.14%
Sole
24.82K
Shared
0.00
None
105.82K
ISHARES MSCI USA ESG SELECT ETF
SOLEShares23.55K
TypeSH
Market value$2.99M
2.01%
Sole
0.00
Shared
0.00
None
23.55K
ISHARES CURRENCY HEDGED MSCI EAFE ETF
SOLEShares71.56K
TypeSH
Market value$2.72M
1.82%
Sole
14.02K
Shared
0.00
None
57.55K
SCHWAB INTERNATIONAL EQUITY ETF
SOLEShares106.98K
TypeSH
Market value$2.36M
1.59%
Sole
0.00
Shared
0.00
None
106.98K
VANGUARD REIT INDEX ETF
SOLEShares23.85K
TypeSH
Market value$2.12M
1.43%
Sole
3.04K
Shared
0.00
None
20.81K
VANGUARD SHORT-TERM TREASURY ETF
SOLEShares27.97K
TypeSH
Market value$1.64M
1.10%
Sole
4.89K
Shared
0.00
None
23.07K
ISHARES 0-5 YEAR TIPS BOND ETF
SOLEShares13.84K
TypeSH
Market value$1.42M
0.96%
Sole
7.26K
Shared
0.00
None
6.58K
ISHARES ESG ADVANCED MSCI USA ETF
SOLEShares26.03K
TypeSH
Market value$1.40M
0.94%
Sole
21.02K
Shared
0.00
None
5.01K
SCHWAB U.S. BROAD MARKET ETF
SOLEShares56.09K
TypeSH
Market value$1.34M
0.90%
Sole
0.00
Shared
0.00
None
56.09K
DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF
SOLEShares43.72K
TypeSH
Market value$1.28M
0.86%
Sole
21.11K
Shared
0.00
None
22.61K
CINTAS CORP
SOLEShares5.62K
TypeSH
Market value$1.25M
0.84%
Sole
0.00
Shared
0.00
None
5.62K
QUALCOMM INC
SOLEShares7.79K
TypeSH
Market value$1.24M
0.83%
Sole
864.00
Shared
0.00
None
6.93K
VANGUARD TOTAL BOND MARKET ETF
SOLEShares15.95K
TypeSH
Market value$1.17M
0.79%
Sole
695.00
Shared
0.00
None
15.25K
VANGUARD SHORT-TERM BOND ETF
SOLEShares14.90K
TypeSH
Market value$1.17M
0.79%
Sole
8.11K
Shared
0.00
None
6.79K
ISHARES MSCI USA MIN VOL FACTOR ETF
SOLEShares12.12K
TypeSH
Market value$1.14M
0.76%
Sole
0.00
Shared
0.00
None
12.12K
VANGUARD S&P 500 ETF
SOLEShares1.99K
TypeSH
Market value$1.13M
0.76%
Sole
1.99K
Shared
0.00
None
0.00
ISHARES NASDAQ BIOTECHNOLOGY
SOLEShares8.90K
TypeSH
Market value$1.13M
0.76%
Sole
1.14K
Shared
0.00
None
7.76K
JOHNSON & JOHNSON COM
SOLEShares7.07K
TypeSH
Market value$1.08M
0.72%
Sole
428.00
Shared
0.00
None
6.64K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD TOTAL STOCK MARKET ETFSOLE | ETF | 132.62K | SH | $40.31M 27.07% | 31.35K | 0.00 | 101.27K |
ISHARES CORE S&P 500 ETFSOLE | ETF | 37.85K | SH | $23.50M 15.79% | 4.14K | 0.00 | 33.70K |
VANGUARD FTSE ALL-WORLD EX-USSOLE | ETF | 163.59K | SH | $11.00M 7.39% | 35.05K | 0.00 | 128.54K |
VANGUARD FTSE EMERGING MARKETS ETFSOLE | ETF | 86.12K | SH | $4.26M 2.86% | 6.76K | 0.00 | 79.35K |
MICROSOFT CORP COMSOLE | Stock | 8.23K | SH | $4.09M 2.75% | 778.00 | 0.00 | 7.45K |
VANGUARD FTSE DEVELOPED MARKETS ETFSOLE | ETF | 67.93K | SH | $3.87M 2.60% | 12.39K | 0.00 | 55.54K |
ISHARES MSCI ACWI EX USSOLE | ETF | 56.11K | SH | $3.42M 2.30% | 0.00 | 0.00 | 56.11K |
SCHWAB U.S. LARGE-CAP ETFSOLE | ETF | 130.64K | SH | $3.19M 2.14% | 24.82K | 0.00 | 105.82K |
ISHARES MSCI USA ESG SELECT ETFSOLE | ETF | 23.55K | SH | $2.99M 2.01% | 0.00 | 0.00 | 23.55K |
ISHARES CURRENCY HEDGED MSCI EAFE ETFSOLE | ETF | 71.56K | SH | $2.72M 1.82% | 14.02K | 0.00 | 57.55K |
SCHWAB INTERNATIONAL EQUITY ETFSOLE | ETF | 106.98K | SH | $2.36M 1.59% | 0.00 | 0.00 | 106.98K |
VANGUARD REIT INDEX ETFSOLE | ETF | 23.85K | SH | $2.12M 1.43% | 3.04K | 0.00 | 20.81K |
VANGUARD SHORT-TERM TREASURY ETFSOLE | ETF | 27.97K | SH | $1.64M 1.10% | 4.89K | 0.00 | 23.07K |
ISHARES 0-5 YEAR TIPS BOND ETFSOLE | ETF | 13.84K | SH | $1.42M 0.96% | 7.26K | 0.00 | 6.58K |
ISHARES ESG ADVANCED MSCI USA ETFSOLE | ETF | 26.03K | SH | $1.40M 0.94% | 21.02K | 0.00 | 5.01K |
SCHWAB U.S. BROAD MARKET ETFSOLE | ETF | 56.09K | SH | $1.34M 0.90% | 0.00 | 0.00 | 56.09K |
DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETFSOLE | ETF | 43.72K | SH | $1.28M 0.86% | 21.11K | 0.00 | 22.61K |
CINTAS CORPSOLE | Stock | 5.62K | SH | $1.25M 0.84% | 0.00 | 0.00 | 5.62K |
QUALCOMM INCSOLE | Stock | 7.79K | SH | $1.24M 0.83% | 864.00 | 0.00 | 6.93K |
VANGUARD TOTAL BOND MARKET ETFSOLE | ETF | 15.95K | SH | $1.17M 0.79% | 695.00 | 0.00 | 15.25K |
VANGUARD SHORT-TERM BOND ETFSOLE | ETF | 14.90K | SH | $1.17M 0.79% | 8.11K | 0.00 | 6.79K |
ISHARES MSCI USA MIN VOL FACTOR ETFSOLE | ETF | 12.12K | SH | $1.14M 0.76% | 0.00 | 0.00 | 12.12K |
VANGUARD S&P 500 ETFSOLE | ETF | 1.99K | SH | $1.13M 0.76% | 1.99K | 0.00 | 0.00 |
ISHARES NASDAQ BIOTECHNOLOGYSOLE | ETF | 8.90K | SH | $1.13M 0.76% | 1.14K | 0.00 | 7.76K |
JOHNSON & JOHNSON COMSOLE | Stock | 7.07K | SH | $1.08M 0.72% | 428.00 | 0.00 | 6.64K |
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