VERITY WEALTH ADVISORS

Filed: 4/9/2026ACC: 0001763138-26-000002

📋 What this filing means

VERITY WEALTH ADVISORS filed this quarterly 13F‑HR report disclosing 81 equity positions with a total reported market value of $149.74M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$149.74M

Total AUM (reported)

1.45M

Total Shares

Allocation by class

ETF$134.46M89.8%

STOCK$15.28M10.2%

Portfolio Concentration

Top 3$77.33M51.6%

4–10$22.88M15.3%

11–25$20.49M13.7%

Rest$29.04M19.4%

Top 3 weight

51.6%

Top 10 weight

66.9%

Voting Authority Distribution

Total shares with voting rights: 1.45M

Sole

Full voting authority

316.49K

% of voting shares21.8%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

1.14M

% of voting shares78.2%

Investment Discretion (by position count)

Sole81

Shared0

Other0

Dominant voting typeNone · 78.2% of voting shares

Institutional Holdings81

Rows:

VANGUARD TOTAL STOCK MARKET ETF

SOLE

ETF

Shares126.34K

TypeSH

Market value$40.53M

27.07%

Sole

28.39K

Shared

0.00

None

97.95K

ISHARES CORE S&P 500 ETF

SOLE

ETF

Shares37.78K

TypeSH

Market value$24.68M

16.48%

Sole

4.14K

Shared

0.00

None

33.64K

VANGUARD FTSE ALL-WORLD EX-US

SOLE

ETF

Shares161.48K

TypeSH

Market value$12.13M

8.10%

Sole

33.55K

Shared

0.00

None

127.94K

VANGUARD FTSE EMERGING MARKETS ETF

SOLE

ETF

Shares84.94K

TypeSH

Market value$4.59M

3.07%

Sole

5.58K

Shared

0.00

None

79.35K

VANGUARD FTSE DEVELOPED MARKETS ETF

SOLE

ETF

Shares63.01K

TypeSH

Market value$4.04M

2.70%

Sole

7.47K

Shared

0.00

None

55.54K

ISHARES MSCI ACWI EX US

SOLE

ETF

Shares56.34K

TypeSH

Market value$3.86M

2.58%

Sole

0.00

Shared

0.00

None

56.34K

ISHARES MSCI USA ESG SELECT ETF

SOLE

ETF

Shares23.55K

TypeSH

Market value$3.11M

2.08%

Sole

0.00

Shared

0.00

None

23.55K

SCHWAB INTERNATIONAL EQUITY ETF

SOLE

ETF

Shares106.77K

TypeSH

Market value$2.64M

1.76%

Sole

0.00

Shared

0.00

None

106.77K

MICROSOFT CORP COM

SOLE

Stock

Shares6.28K

TypeSH

Market value$2.32M

1.55%

Sole

778.00

Shared

0.00

None

5.50K

SCHWAB U.S. LARGE-CAP ETF

SOLE

ETF

Shares90.16K

TypeSH

Market value$2.31M

1.54%

Sole

24.82K

Shared

0.00

None

65.34K

VANGUARD REIT INDEX ETF

SOLE

ETF

Shares22.85K

TypeSH

Market value$2.03M

1.35%

Sole

3.15K

Shared

0.00

None

19.70K

JOHNSON & JOHNSON COM

SOLE

Stock

Shares6.96K

TypeSH

Market value$1.70M

1.14%

Sole

327.00

Shared

0.00

None

6.64K

ISHARES CURRENCY HEDGED MSCI EAFE ETF

SOLE

ETF

Shares40K

TypeSH

Market value$1.70M

1.14%

Sole

14.02K

Shared

0.00

None

25.98K

VANGUARD SHORT-TERM TREASURY ETF

SOLE

ETF

Shares26.70K

TypeSH

Market value$1.56M

1.04%

Sole

1.84K

Shared

0.00

None

24.86K

DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF

SOLE

ETF

Shares43.72K

TypeSH

Market value$1.49M

0.99%

Sole

21.11K

Shared

0.00

None

22.61K

ISHARES ESG ADVANCED MSCI USA ETF

SOLE

ETF

Shares26.24K

TypeSH

Market value$1.45M

0.97%

Sole

21.23K

Shared

0.00

None

5.01K

ISHARES 0-5 YEAR TIPS BOND ETF

SOLE

ETF

Shares13.84K

TypeSH

Market value$1.43M

0.96%

Sole

7.26K

Shared

0.00

None

6.58K

VANGUARD TOTAL INTERNATIONAL STOCK ETF

SOLE

ETF

Shares18.05K

TypeSH

Market value$1.39M

0.93%

Sole

11.62K

Shared

0.00

None

6.42K

VANGUARD S&P 500 ETF

SOLE

ETF

Shares1.99K

TypeSH

Market value$1.19M

0.79%

Sole

1.99K

Shared

0.00

None

0.00

VANGUARD TOTAL BOND MARKET ETF

SOLE

ETF

Shares15.54K

TypeSH

Market value$1.14M

0.76%

Sole

695.00

Shared

0.00

None

14.84K

ISHARES MSCI USA MIN VOL FACTOR ETF

SOLE

ETF

Shares12.10K

TypeSH

Market value$1.12M

0.75%

Sole

0.00

Shared

0.00

None

12.10K

ISHARES CORE MSCI EMERGING MARKETS ETF

SOLE

ETF

Shares15.85K

TypeSH

Market value$1.11M

0.74%

Sole

5.17K

Shared

0.00

None

10.68K

VANGUARD SHORT TERM CORP BOND FD ETF

SOLE

ETF

Shares13.64K

TypeSH

Market value$1.08M

0.72%

Sole

3.48K

Shared

0.00

None

10.16K

ISHARES CORE MSCI EAFE ETF

SOLE

ETF

Shares11.73K

TypeSH

Market value$1.06M

0.71%

Sole

4.05K

Shared

0.00

None

7.68K

PEPSICO INC COM

SOLE

Stock

Shares6.73K

TypeSH

Market value$1.04M

0.70%

Sole

801.00

Shared

0.00

None

5.92K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
VANGUARD TOTAL STOCK MARKET ETFSOLE	ETF	126.34K	SH	$40.53M 27.07%	28.39K	97.95K
ISHARES CORE S&P 500 ETFSOLE	ETF	37.78K	SH	$24.68M 16.48%	4.14K	33.64K
VANGUARD FTSE ALL-WORLD EX-USSOLE	ETF	161.48K	SH	$12.13M 8.10%	33.55K	127.94K
VANGUARD FTSE EMERGING MARKETS ETFSOLE	ETF	84.94K	SH	$4.59M 3.07%	5.58K	79.35K
VANGUARD FTSE DEVELOPED MARKETS ETFSOLE	ETF	63.01K	SH	$4.04M 2.70%	7.47K	55.54K
ISHARES MSCI ACWI EX USSOLE	ETF	56.34K	SH	$3.86M 2.58%	0.00	56.34K
ISHARES MSCI USA ESG SELECT ETFSOLE	ETF	23.55K	SH	$3.11M 2.08%	0.00	23.55K
SCHWAB INTERNATIONAL EQUITY ETFSOLE	ETF	106.77K	SH	$2.64M 1.76%	0.00	106.77K
MICROSOFT CORP COMSOLE	Stock	6.28K	SH	$2.32M 1.55%	778.00	5.50K
SCHWAB U.S. LARGE-CAP ETFSOLE	ETF	90.16K	SH	$2.31M 1.54%	24.82K	65.34K
VANGUARD REIT INDEX ETFSOLE	ETF	22.85K	SH	$2.03M 1.35%	3.15K	19.70K
JOHNSON & JOHNSON COMSOLE	Stock	6.96K	SH	$1.70M 1.14%	327.00	6.64K
ISHARES CURRENCY HEDGED MSCI EAFE ETFSOLE	ETF	40K	SH	$1.70M 1.14%	14.02K	25.98K
VANGUARD SHORT-TERM TREASURY ETFSOLE	ETF	26.70K	SH	$1.56M 1.04%	1.84K	24.86K
DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETFSOLE	ETF	43.72K	SH	$1.49M 0.99%	21.11K	22.61K
ISHARES ESG ADVANCED MSCI USA ETFSOLE	ETF	26.24K	SH	$1.45M 0.97%	21.23K	5.01K
ISHARES 0-5 YEAR TIPS BOND ETFSOLE	ETF	13.84K	SH	$1.43M 0.96%	7.26K	6.58K
VANGUARD TOTAL INTERNATIONAL STOCK ETFSOLE	ETF	18.05K	SH	$1.39M 0.93%	11.62K	6.42K
VANGUARD S&P 500 ETFSOLE	ETF	1.99K	SH	$1.19M 0.79%	1.99K	0.00
VANGUARD TOTAL BOND MARKET ETFSOLE	ETF	15.54K	SH	$1.14M 0.76%	695.00	14.84K
ISHARES MSCI USA MIN VOL FACTOR ETFSOLE	ETF	12.10K	SH	$1.12M 0.75%	0.00	12.10K
ISHARES CORE MSCI EMERGING MARKETS ETFSOLE	ETF	15.85K	SH	$1.11M 0.74%	5.17K	10.68K
VANGUARD SHORT TERM CORP BOND FD ETFSOLE	ETF	13.64K	SH	$1.08M 0.72%	3.48K	10.16K
ISHARES CORE MSCI EAFE ETFSOLE	ETF	11.73K	SH	$1.06M 0.71%	4.05K	7.68K
PEPSICO INC COMSOLE	Stock	6.73K	SH	$1.04M 0.70%	801.00	5.92K

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