Filed: 10/17/2025ACC: 0001763138-25-000007
📋 What this filing means
VERITY WEALTH ADVISORS filed this quarterly 13F‑HR report disclosing 78 equity positions with a total reported market value of $158.33M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
78
Positions
$158.33M
Total AUM (reported)
1.57M
Total Shares
Allocation by class
ETF$139.09M87.8%
STOCK$19.25M12.2%
Portfolio Concentration
Top 3$80.52M50.9%
4–10$26.14M16.5%
11–25$21.77M13.7%
Rest$29.91M18.9%
Top 3 weight
50.9%
Top 10 weight
67.4%
Voting Authority Distribution
Total shares with voting rights: 1.57M
Sole
Full voting authority
319.40K
shares
% of voting shares20.4%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.25M
shares
% of voting shares79.6%
Investment Discretion (by position count)
Sole78
Shared0
Other0
Dominant voting typeNone · 79.6% of voting shares
Institutional Holdings78
Rows:
VANGUARD TOTAL STOCK MARKET ETF
SOLEShares132.61K
TypeSH
Market value$43.52M
27.49%
Sole
32.29K
Shared
0.00
None
100.32K
ISHARES CORE S&P 500 ETF
SOLEShares37.85K
TypeSH
Market value$25.33M
16.00%
Sole
4.14K
Shared
0.00
None
33.70K
VANGUARD FTSE ALL-WORLD EX-US
SOLEShares163.47K
TypeSH
Market value$11.67M
7.37%
Sole
35.49K
Shared
0.00
None
127.98K
VANGUARD FTSE EMERGING MARKETS ETF
SOLEShares86.12K
TypeSH
Market value$4.67M
2.95%
Sole
6.76K
Shared
0.00
None
79.35K
MICROSOFT CORP COM
SOLEShares8.23K
TypeSH
Market value$4.26M
2.69%
Sole
778.00
Shared
0.00
None
7.45K
VANGUARD FTSE DEVELOPED MARKETS ETF
SOLEShares67.93K
TypeSH
Market value$4.07M
2.57%
Sole
12.39K
Shared
0.00
None
55.54K
ISHARES MSCI ACWI EX US
SOLEShares56.11K
TypeSH
Market value$3.65M
2.30%
Sole
0.00
Shared
0.00
None
56.11K
SCHWAB U.S. LARGE-CAP ETF
SOLEShares130.64K
TypeSH
Market value$3.44M
2.17%
Sole
24.82K
Shared
0.00
None
105.82K
ISHARES MSCI USA ESG SELECT ETF
SOLEShares23.55K
TypeSH
Market value$3.20M
2.02%
Sole
0.00
Shared
0.00
None
23.55K
ISHARES CURRENCY HEDGED MSCI EAFE ETF
SOLEShares72.10K
TypeSH
Market value$2.86M
1.80%
Sole
14.02K
Shared
0.00
None
58.09K
SCHWAB INTERNATIONAL EQUITY ETF
SOLEShares106.98K
TypeSH
Market value$2.49M
1.57%
Sole
0.00
Shared
0.00
None
106.98K
VANGUARD REIT INDEX ETF
SOLEShares24.60K
TypeSH
Market value$2.25M
1.42%
Sole
3.73K
Shared
0.00
None
20.86K
VANGUARD SHORT-TERM TREASURY ETF
SOLEShares25.65K
TypeSH
Market value$1.51M
0.95%
Sole
4.89K
Shared
0.00
None
20.75K
ISHARES ESG ADVANCED MSCI USA ETF
SOLEShares26.03K
TypeSH
Market value$1.49M
0.94%
Sole
21.02K
Shared
0.00
None
5.01K
SCHWAB U.S. BROAD MARKET ETF
SOLEShares56.09K
TypeSH
Market value$1.44M
0.91%
Sole
0.00
Shared
0.00
None
56.09K
ISHARES 0-5 YEAR TIPS BOND ETF
SOLEShares13.84K
TypeSH
Market value$1.43M
0.90%
Sole
7.26K
Shared
0.00
None
6.58K
DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF
SOLEShares43.72K
TypeSH
Market value$1.37M
0.87%
Sole
21.11K
Shared
0.00
None
22.61K
JOHNSON & JOHNSON COM
SOLEShares7.07K
TypeSH
Market value$1.31M
0.83%
Sole
428.00
Shared
0.00
None
6.64K
QUALCOMM INC
SOLEShares7.79K
TypeSH
Market value$1.30M
0.82%
Sole
864.00
Shared
0.00
None
6.93K
ISHARES NASDAQ BIOTECHNOLOGY
SOLEShares8.90K
TypeSH
Market value$1.28M
0.81%
Sole
1.14K
Shared
0.00
None
7.76K
VANGUARD S&P 500 ETF
SOLEShares1.99K
TypeSH
Market value$1.22M
0.77%
Sole
1.99K
Shared
0.00
None
0.00
VANGUARD TOTAL BOND MARKET ETF
SOLEShares16.06K
TypeSH
Market value$1.19M
0.75%
Sole
695.00
Shared
0.00
None
15.37K
VANGUARD SHORT-TERM BOND ETF
SOLEShares14.90K
TypeSH
Market value$1.18M
0.74%
Sole
8.11K
Shared
0.00
None
6.79K
CINTAS CORP
SOLEShares5.62K
TypeSH
Market value$1.15M
0.73%
Sole
0.00
Shared
0.00
None
5.62K
ISHARES MSCI USA MIN VOL FACTOR ETF
SOLEShares12.10K
TypeSH
Market value$1.15M
0.73%
Sole
0.00
Shared
0.00
None
12.10K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD TOTAL STOCK MARKET ETFSOLE | ETF | 132.61K | SH | $43.52M 27.49% | 32.29K | 0.00 | 100.32K |
ISHARES CORE S&P 500 ETFSOLE | ETF | 37.85K | SH | $25.33M 16.00% | 4.14K | 0.00 | 33.70K |
VANGUARD FTSE ALL-WORLD EX-USSOLE | ETF | 163.47K | SH | $11.67M 7.37% | 35.49K | 0.00 | 127.98K |
VANGUARD FTSE EMERGING MARKETS ETFSOLE | ETF | 86.12K | SH | $4.67M 2.95% | 6.76K | 0.00 | 79.35K |
MICROSOFT CORP COMSOLE | Stock | 8.23K | SH | $4.26M 2.69% | 778.00 | 0.00 | 7.45K |
VANGUARD FTSE DEVELOPED MARKETS ETFSOLE | ETF | 67.93K | SH | $4.07M 2.57% | 12.39K | 0.00 | 55.54K |
ISHARES MSCI ACWI EX USSOLE | ETF | 56.11K | SH | $3.65M 2.30% | 0.00 | 0.00 | 56.11K |
SCHWAB U.S. LARGE-CAP ETFSOLE | ETF | 130.64K | SH | $3.44M 2.17% | 24.82K | 0.00 | 105.82K |
ISHARES MSCI USA ESG SELECT ETFSOLE | ETF | 23.55K | SH | $3.20M 2.02% | 0.00 | 0.00 | 23.55K |
ISHARES CURRENCY HEDGED MSCI EAFE ETFSOLE | ETF | 72.10K | SH | $2.86M 1.80% | 14.02K | 0.00 | 58.09K |
SCHWAB INTERNATIONAL EQUITY ETFSOLE | ETF | 106.98K | SH | $2.49M 1.57% | 0.00 | 0.00 | 106.98K |
VANGUARD REIT INDEX ETFSOLE | ETF | 24.60K | SH | $2.25M 1.42% | 3.73K | 0.00 | 20.86K |
VANGUARD SHORT-TERM TREASURY ETFSOLE | ETF | 25.65K | SH | $1.51M 0.95% | 4.89K | 0.00 | 20.75K |
ISHARES ESG ADVANCED MSCI USA ETFSOLE | ETF | 26.03K | SH | $1.49M 0.94% | 21.02K | 0.00 | 5.01K |
SCHWAB U.S. BROAD MARKET ETFSOLE | ETF | 56.09K | SH | $1.44M 0.91% | 0.00 | 0.00 | 56.09K |
ISHARES 0-5 YEAR TIPS BOND ETFSOLE | ETF | 13.84K | SH | $1.43M 0.90% | 7.26K | 0.00 | 6.58K |
DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETFSOLE | ETF | 43.72K | SH | $1.37M 0.87% | 21.11K | 0.00 | 22.61K |
JOHNSON & JOHNSON COMSOLE | Stock | 7.07K | SH | $1.31M 0.83% | 428.00 | 0.00 | 6.64K |
QUALCOMM INCSOLE | Stock | 7.79K | SH | $1.30M 0.82% | 864.00 | 0.00 | 6.93K |
ISHARES NASDAQ BIOTECHNOLOGYSOLE | ETF | 8.90K | SH | $1.28M 0.81% | 1.14K | 0.00 | 7.76K |
VANGUARD S&P 500 ETFSOLE | ETF | 1.99K | SH | $1.22M 0.77% | 1.99K | 0.00 | 0.00 |
VANGUARD TOTAL BOND MARKET ETFSOLE | ETF | 16.06K | SH | $1.19M 0.75% | 695.00 | 0.00 | 15.37K |
VANGUARD SHORT-TERM BOND ETFSOLE | ETF | 14.90K | SH | $1.18M 0.74% | 8.11K | 0.00 | 6.79K |
CINTAS CORPSOLE | Stock | 5.62K | SH | $1.15M 0.73% | 0.00 | 0.00 | 5.62K |
ISHARES MSCI USA MIN VOL FACTOR ETFSOLE | ETF | 12.10K | SH | $1.15M 0.73% | 0.00 | 0.00 | 12.10K |
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