Filed: 1/7/2026ACC: 0001763138-26-000001
📋 What this filing means
VERITY WEALTH ADVISORS filed this quarterly 13F‑HR report disclosing 81 equity positions with a total reported market value of $161.17M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
81
Positions
$161.17M
Total AUM (reported)
1.58M
Total Shares
Allocation by class
ETF$142.99M88.7%
STOCK$18.17M11.3%
Portfolio Concentration
Top 3$81.72M50.7%
4–10$25.50M15.8%
11–25$22.25M13.8%
Rest$31.70M19.7%
Top 3 weight
50.7%
Top 10 weight
66.5%
Voting Authority Distribution
Total shares with voting rights: 1.58M
Sole
Full voting authority
335.99K
shares
% of voting shares21.2%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.25M
shares
% of voting shares78.8%
Investment Discretion (by position count)
Sole81
Shared0
Other0
Dominant voting typeNone · 78.8% of voting shares
Institutional Holdings81
Rows:
VANGUARD TOTAL STOCK MARKET ETF
SOLEShares130.55K
TypeSH
Market value$43.77M
27.16%
Sole
31.40K
Shared
0.00
None
99.16K
ISHARES CORE S&P 500 ETF
SOLEShares37.85K
TypeSH
Market value$25.92M
16.09%
Sole
4.14K
Shared
0.00
None
33.70K
VANGUARD FTSE ALL-WORLD EX-US
SOLEShares163.51K
TypeSH
Market value$12.03M
7.46%
Sole
35.66K
Shared
0.00
None
127.84K
VANGUARD FTSE EMERGING MARKETS ETF
SOLEShares86.12K
TypeSH
Market value$4.63M
2.87%
Sole
6.76K
Shared
0.00
None
79.35K
VANGUARD FTSE DEVELOPED MARKETS ETF
SOLEShares67.93K
TypeSH
Market value$4.24M
2.63%
Sole
12.39K
Shared
0.00
None
55.54K
ISHARES MSCI ACWI EX US
SOLEShares56.34K
TypeSH
Market value$3.78M
2.35%
Sole
0.00
Shared
0.00
None
56.34K
SCHWAB U.S. LARGE-CAP ETF
SOLEShares130.61K
TypeSH
Market value$3.51M
2.18%
Sole
24.82K
Shared
0.00
None
105.79K
ISHARES MSCI USA ESG SELECT ETF
SOLEShares23.55K
TypeSH
Market value$3.28M
2.04%
Sole
0.00
Shared
0.00
None
23.55K
MICROSOFT CORP COM
SOLEShares6.28K
TypeSH
Market value$3.04M
1.88%
Sole
778.00
Shared
0.00
None
5.50K
ISHARES CURRENCY HEDGED MSCI EAFE ETF
SOLEShares72.69K
TypeSH
Market value$3.01M
1.87%
Sole
14.02K
Shared
0.00
None
58.67K
SCHWAB INTERNATIONAL EQUITY ETF
SOLEShares106.77K
TypeSH
Market value$2.57M
1.59%
Sole
0.00
Shared
0.00
None
106.77K
VANGUARD REIT INDEX ETF
SOLEShares24.71K
TypeSH
Market value$2.19M
1.36%
Sole
3.83K
Shared
0.00
None
20.89K
VANGUARD SHORT-TERM TREASURY ETF
SOLEShares25.65K
TypeSH
Market value$1.51M
0.93%
Sole
4.89K
Shared
0.00
None
20.75K
ISHARES NASDAQ BIOTECHNOLOGY
SOLEShares8.90K
TypeSH
Market value$1.50M
0.93%
Sole
1.14K
Shared
0.00
None
7.76K
ISHARES ESG ADVANCED MSCI USA ETF
SOLEShares26.03K
TypeSH
Market value$1.50M
0.93%
Sole
21.02K
Shared
0.00
None
5.01K
SCHWAB U.S. BROAD MARKET ETF
SOLEShares56.09K
TypeSH
Market value$1.47M
0.91%
Sole
0.00
Shared
0.00
None
56.09K
JOHNSON & JOHNSON COM
SOLEShares7.07K
TypeSH
Market value$1.46M
0.91%
Sole
428.00
Shared
0.00
None
6.64K
DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF
SOLEShares43.72K
TypeSH
Market value$1.43M
0.89%
Sole
21.11K
Shared
0.00
None
22.61K
ISHARES 0-5 YEAR TIPS BOND ETF
SOLEShares13.84K
TypeSH
Market value$1.42M
0.88%
Sole
7.26K
Shared
0.00
None
6.58K
QUALCOMM INC
SOLEShares7.79K
TypeSH
Market value$1.33M
0.83%
Sole
864.00
Shared
0.00
None
6.93K
VANGUARD S&P 500 ETF
SOLEShares1.99K
TypeSH
Market value$1.24M
0.77%
Sole
1.99K
Shared
0.00
None
0.00
VANGUARD TOTAL BOND MARKET ETF
SOLEShares16.11K
TypeSH
Market value$1.19M
0.74%
Sole
695.00
Shared
0.00
None
15.41K
GE AEROSPACE COM NEW
SOLEShares3.73K
TypeSH
Market value$1.15M
0.71%
Sole
0.00
Shared
0.00
None
3.73K
VANGUARD SHORT-TERM BOND ETF
SOLEShares14.58K
TypeSH
Market value$1.15M
0.71%
Sole
8.11K
Shared
0.00
None
6.47K
ISHARES MSCI USA MIN VOL FACTOR ETF
SOLEShares12.10K
TypeSH
Market value$1.14M
0.71%
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 | 130.55K | SH | $43.77M 27.16% | 31.40K | 0.00 | 99.16K |
ISHARES CORE S&P 500 ETFSOLE | ETF | 37.85K | SH | $25.92M 16.09% | 4.14K | 0.00 | 33.70K |
VANGUARD FTSE ALL-WORLD EX-USSOLE | ETF | 163.51K | SH | $12.03M 7.46% | 35.66K | 0.00 | 127.84K |
VANGUARD FTSE EMERGING MARKETS ETFSOLE | ETF | 86.12K | SH | $4.63M 2.87% | 6.76K | 0.00 | 79.35K |
VANGUARD FTSE DEVELOPED MARKETS ETFSOLE | ETF | 67.93K | SH | $4.24M 2.63% | 12.39K | 0.00 | 55.54K |
ISHARES MSCI ACWI EX USSOLE | ETF | 56.34K | SH | $3.78M 2.35% | 0.00 | 0.00 | 56.34K |
SCHWAB U.S. LARGE-CAP ETFSOLE | ETF | 130.61K | SH | $3.51M 2.18% | 24.82K | 0.00 | 105.79K |
ISHARES MSCI USA ESG SELECT ETFSOLE | ETF | 23.55K | SH | $3.28M 2.04% | 0.00 | 0.00 | 23.55K |
MICROSOFT CORP COMSOLE | Stock | 6.28K | SH | $3.04M 1.88% | 778.00 | 0.00 | 5.50K |
ISHARES CURRENCY HEDGED MSCI EAFE ETFSOLE | ETF | 72.69K | SH | $3.01M 1.87% | 14.02K | 0.00 | 58.67K |
SCHWAB INTERNATIONAL EQUITY ETFSOLE | ETF | 106.77K | SH | $2.57M 1.59% | 0.00 | 0.00 | 106.77K |
VANGUARD REIT INDEX ETFSOLE | ETF | 24.71K | SH | $2.19M 1.36% | 3.83K | 0.00 | 20.89K |
VANGUARD SHORT-TERM TREASURY ETFSOLE | ETF | 25.65K | SH | $1.51M 0.93% | 4.89K | 0.00 | 20.75K |
ISHARES NASDAQ BIOTECHNOLOGYSOLE | ETF | 8.90K | SH | $1.50M 0.93% | 1.14K | 0.00 | 7.76K |
ISHARES ESG ADVANCED MSCI USA ETFSOLE | ETF | 26.03K | SH | $1.50M 0.93% | 21.02K | 0.00 | 5.01K |
SCHWAB U.S. BROAD MARKET ETFSOLE | ETF | 56.09K | SH | $1.47M 0.91% | 0.00 | 0.00 | 56.09K |
JOHNSON & JOHNSON COMSOLE | Stock | 7.07K | SH | $1.46M 0.91% | 428.00 | 0.00 | 6.64K |
DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETFSOLE | ETF | 43.72K | SH | $1.43M 0.89% | 21.11K | 0.00 | 22.61K |
ISHARES 0-5 YEAR TIPS BOND ETFSOLE | ETF | 13.84K | SH | $1.42M 0.88% | 7.26K | 0.00 | 6.58K |
QUALCOMM INCSOLE | Stock | 7.79K | SH | $1.33M 0.83% | 864.00 | 0.00 | 6.93K |
VANGUARD S&P 500 ETFSOLE | ETF | 1.99K | SH | $1.24M 0.77% | 1.99K | 0.00 | 0.00 |
VANGUARD TOTAL BOND MARKET ETFSOLE | ETF | 16.11K | SH | $1.19M 0.74% | 695.00 | 0.00 | 15.41K |
GE AEROSPACE COM NEWSOLE | Stock | 3.73K | SH | $1.15M 0.71% | 0.00 | 0.00 | 3.73K |
VANGUARD SHORT-TERM BOND ETFSOLE | ETF | 14.58K | SH | $1.15M 0.71% | 8.11K | 0.00 | 6.47K |
ISHARES MSCI USA MIN VOL FACTOR ETFSOLE | ETF | 12.10K | SH | $1.14M 0.71% | 0.00 | 0.00 | 12.10K |
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