VERITY WEALTH ADVISORS

Filed: 7/16/2026ACC: 0001763138-26-000004

📋 What this filing means

VERITY WEALTH ADVISORS filed this quarterly 13F‑HR report disclosing 81 equity positions with a total reported market value of $165.57M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$165.57M

Total AUM (reported)

1.48M

Total Shares

Allocation by class

ETF$148.65M89.8%

STOCK$16.92M10.2%

Portfolio Concentration

Top 3$88.17M53.3%

4–10$25.97M15.7%

11–25$22.22M13.4%

Rest$29.22M17.6%

Top 3 weight

53.3%

Top 10 weight

68.9%

Voting Authority Distribution

Total shares with voting rights: 1.48M

Sole

Full voting authority

307.15K

% of voting shares20.8%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

1.17M

% of voting shares79.2%

Investment Discretion (by position count)

Sole81

Shared0

Other0

Dominant voting typeNone · 79.2% of voting shares

Institutional Holdings81

Rows:

VANGUARD TOTAL STOCK MARKET ETF

SOLE

ETF

Shares124.45K

TypeSH

Market value$46.05M

27.81%

Sole

26.85K

Shared

0.00

None

97.60K

ISHARES CORE S&P 500 ETF

SOLE

ETF

Shares37.78K

TypeSH

Market value$28.29M

17.09%

Sole

4.14K

Shared

0.00

None

33.64K

VANGUARD FTSE ALL-WORLD EX-US

SOLE

ETF

Shares165.09K

TypeSH

Market value$13.83M

8.35%

Sole

34.79K

Shared

0.00

None

130.30K

VANGUARD FTSE EMERGING MARKETS ETF

SOLE

ETF

Shares84.94K

TypeSH

Market value$5.07M

3.06%

Sole

5.58K

Shared

0.00

None

79.35K

VANGUARD FTSE DEVELOPED MARKETS ETF

SOLE

ETF

Shares63.01K

TypeSH

Market value$4.49M

2.71%

Sole

7.47K

Shared

0.00

None

55.54K

ISHARES MSCI ACWI EX US

SOLE

ETF

Shares56.51K

TypeSH

Market value$4.30M

2.60%

Sole

0.00

Shared

0.00

None

56.51K

ISHARES MSCI USA ESG SELECT ETF

SOLE

ETF

Shares23.26K

TypeSH

Market value$3.59M

2.17%

Sole

0.00

Shared

0.00

None

23.26K

SCHWAB INTERNATIONAL EQUITY ETF

SOLE

ETF

Shares127.44K

TypeSH

Market value$3.53M

2.13%

Sole

0.00

Shared

0.00

None

127.44K

SCHWAB U.S. LARGE-CAP ETF

SOLE

ETF

Shares88K

TypeSH

Market value$2.59M

1.56%

Sole

24.82K

Shared

0.00

None

63.18K

MICROSOFT CORP COM

SOLE

Stock

Shares6.43K

TypeSH

Market value$2.40M

1.45%

Sole

778.00

Shared

0.00

None

5.65K

VANGUARD REIT INDEX ETF

SOLE

ETF

Shares23.02K

TypeSH

Market value$2.22M

1.34%

Sole

3.32K

Shared

0.00

None

19.70K

ISHARES CURRENCY HEDGED MSCI EAFE ETF

SOLE

ETF

Shares40K

TypeSH

Market value$1.88M

1.13%

Sole

14.02K

Shared

0.00

None

25.98K

ISHARES ESG ADVANCED MSCI USA ETF

SOLE

ETF

Shares26.47K

TypeSH

Market value$1.84M

1.11%

Sole

21.46K

Shared

0.00

None

5.01K

JOHNSON & JOHNSON COM

SOLE

Stock

Shares6.96K

TypeSH

Market value$1.77M

1.07%

Sole

327.00

Shared

0.00

None

6.64K

DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF

SOLE

ETF

Shares43.72K

TypeSH

Market value$1.61M

0.97%

Sole

21.11K

Shared

0.00

None

22.61K

VANGUARD TOTAL INTERNATIONAL STOCK ETF

SOLE

ETF

Shares18.05K

TypeSH

Market value$1.54M

0.93%

Sole

11.62K

Shared

0.00

None

6.42K

VANGUARD SHORT-TERM TREASURY ETF

SOLE

ETF

Shares25.33K

TypeSH

Market value$1.47M

0.89%

Sole

1.84K

Shared

0.00

None

23.49K

QUALCOMM INC

SOLE

Stock

Shares7.79K

TypeSH

Market value$1.44M

0.87%

Sole

864.00

Shared

0.00

None

6.93K

VANGUARD S&P 500 ETF

SOLE

ETF

Shares1.99K

TypeSH

Market value$1.36M

0.82%

Sole

1.99K

Shared

0.00

None

0.00

ISHARES CORE MSCI EMERGING MARKETS ETF

SOLE

ETF

Shares15.91K

TypeSH

Market value$1.32M

0.80%

Sole

5.17K

Shared

0.00

None

10.74K

INTEL CORP COM

SOLE

Stock

Shares8.69K

TypeSH

Market value$1.21M

0.73%

Sole

312.00

Shared

0.00

None

8.37K

ISHARES MSCI USA MIN VOL FACTOR ETF

SOLE

ETF

Shares12.10K

TypeSH

Market value$1.17M

0.71%

Sole

0.00

Shared

0.00

None

12.10K

ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF

SOLE

ETF

Shares12.03K

TypeSH

Market value$1.15M

0.69%

Sole

4.11K

Shared

0.00

None

7.92K

ISHARES ESG ADVANCED MSCI EAFE ETF

SOLE

ETF

Shares13.43K

TypeSH

Market value$1.14M

0.69%

Sole

11.95K

Shared

0.00

None

1.47K

VANGUARD TOTAL BOND MARKET ETF

SOLE

ETF

Shares15.02K

TypeSH

Market value$1.10M

0.67%

Sole

170.00

Shared

0.00

None

14.85K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
VANGUARD TOTAL STOCK MARKET ETFSOLE	ETF	124.45K	SH	$46.05M 27.81%	26.85K	97.60K
ISHARES CORE S&P 500 ETFSOLE	ETF	37.78K	SH	$28.29M 17.09%	4.14K	33.64K
VANGUARD FTSE ALL-WORLD EX-USSOLE	ETF	165.09K	SH	$13.83M 8.35%	34.79K	130.30K
VANGUARD FTSE EMERGING MARKETS ETFSOLE	ETF	84.94K	SH	$5.07M 3.06%	5.58K	79.35K
VANGUARD FTSE DEVELOPED MARKETS ETFSOLE	ETF	63.01K	SH	$4.49M 2.71%	7.47K	55.54K
ISHARES MSCI ACWI EX USSOLE	ETF	56.51K	SH	$4.30M 2.60%	0.00	56.51K
ISHARES MSCI USA ESG SELECT ETFSOLE	ETF	23.26K	SH	$3.59M 2.17%	0.00	23.26K
SCHWAB INTERNATIONAL EQUITY ETFSOLE	ETF	127.44K	SH	$3.53M 2.13%	0.00	127.44K
SCHWAB U.S. LARGE-CAP ETFSOLE	ETF	88K	SH	$2.59M 1.56%	24.82K	63.18K
MICROSOFT CORP COMSOLE	Stock	6.43K	SH	$2.40M 1.45%	778.00	5.65K
VANGUARD REIT INDEX ETFSOLE	ETF	23.02K	SH	$2.22M 1.34%	3.32K	19.70K
ISHARES CURRENCY HEDGED MSCI EAFE ETFSOLE	ETF	40K	SH	$1.88M 1.13%	14.02K	25.98K
ISHARES ESG ADVANCED MSCI USA ETFSOLE	ETF	26.47K	SH	$1.84M 1.11%	21.46K	5.01K
JOHNSON & JOHNSON COMSOLE	Stock	6.96K	SH	$1.77M 1.07%	327.00	6.64K
DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETFSOLE	ETF	43.72K	SH	$1.61M 0.97%	21.11K	22.61K
VANGUARD TOTAL INTERNATIONAL STOCK ETFSOLE	ETF	18.05K	SH	$1.54M 0.93%	11.62K	6.42K
VANGUARD SHORT-TERM TREASURY ETFSOLE	ETF	25.33K	SH	$1.47M 0.89%	1.84K	23.49K
QUALCOMM INCSOLE	Stock	7.79K	SH	$1.44M 0.87%	864.00	6.93K
VANGUARD S&P 500 ETFSOLE	ETF	1.99K	SH	$1.36M 0.82%	1.99K	0.00
ISHARES CORE MSCI EMERGING MARKETS ETFSOLE	ETF	15.91K	SH	$1.32M 0.80%	5.17K	10.74K
INTEL CORP COMSOLE	Stock	8.69K	SH	$1.21M 0.73%	312.00	8.37K
ISHARES MSCI USA MIN VOL FACTOR ETFSOLE	ETF	12.10K	SH	$1.17M 0.71%	0.00	12.10K
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETFSOLE	ETF	12.03K	SH	$1.15M 0.69%	4.11K	7.92K
ISHARES ESG ADVANCED MSCI EAFE ETFSOLE	ETF	13.43K	SH	$1.14M 0.69%	11.95K	1.47K
VANGUARD TOTAL BOND MARKET ETFSOLE	ETF	15.02K	SH	$1.10M 0.67%	170.00	14.85K

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