Holders — by stockHoldings — by fund
VERITY Wealth Advisors
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001763138
$165.6M
disclosed book value
81
positions
27.8%
largest position share
Positions, as of 2026-06-30
top 81 of 81 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | VTIVANGUARD TOTAL STOCK MARKET ETF | 124,452 | $46.1M | 27.8% |
| 2 | IVVISHARES CORE S&P 500 ETF | 37,776 | $28.3M | 17.1% |
| 3 | VEUVANGUARD FTSE ALL-WORLD EX-US | 165,088 | $13.8M | 8.4% |
| 4 | VWOVANGUARD FTSE EMERGING MARKETS ETF | 84,936 | $5.1M | 3.1% |
| 5 | VEAVANGUARD FTSE DEVELOPED MARKETS ETF | 63,012 | $4.5M | 2.7% |
| 6 | ACWXISHARES MSCI ACWI EX US | 56,508 | $4.3M | 2.6% |
| 7 | SUSAISHARES MSCI USA ESG SELECT ETF | 23,263 | $3.6M | 2.2% |
| 8 | SCHFSCHWAB INTERNATIONAL EQUITY ETF | 127,443 | $3.5M | 2.1% |
| 9 | SCHXSCHWAB U.S. LARGE-CAP ETF | 87,999 | $2.6M | 1.6% |
| 10 | MSFTMICROSOFT CORP COM | 6,432 | $2.4M | 1.4% |
| 11 | VNQVANGUARD REIT INDEX ETF | 23,020 | $2.2M | 1.3% |
| 12 | HEFAISHARES CURRENCY HEDGED MSCI EAFE ETF | 40,000 | $1.9M | 1.1% |
| 13 | USXFISHARES ESG ADVANCED MSCI USA ETF | 26,467 | $1.8M | 1.1% |
| 14 | JNJJOHNSON & JOHNSON COM | 6,964 | $1.8M | 1.1% |
| 15 | DFAXDIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF | 43,719 | $1.6M | 1% |
| 16 | VXUSVANGUARD TOTAL INTERNATIONAL STOCK ETF | 18,045 | $1.5M | 0.9% |
| 17 | VGSHVANGUARD SHORT-TERM TREASURY ETF | 25,331 | $1.5M | 0.9% |
| 18 | QCOMQUALCOMM INC | 7,795 | $1.4M | 0.9% |
| 19 | VOOVANGUARD S&P 500 ETF | 1,985 | $1.4M | 0.8% |
| 20 | IEMGISHARES CORE MSCI EMERGING MARKETS ETF | 15,912 | $1.3M | 0.8% |
| 21 | INTCINTEL CORP COM | 8,685 | $1.2M | 0.7% |
| 22 | USMVISHARES MSCI USA MIN VOL FACTOR ETF | 12,102 | $1.2M | 0.7% |
| 23 | IXUSISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | 12,028 | $1.1M | 0.7% |
| 24 | DMXFISHARES ESG ADVANCED MSCI EAFE ETF | 13,428 | $1.1M | 0.7% |
| 25 | BNDVANGUARD TOTAL BOND MARKET ETF | 15,022 | $1.1M | 0.7% |
| 26 | VCSHVANGUARD SHORT TERM CORP BOND FD ETF | 13,676 | $1.1M | 0.7% |
| 27 | IGOVISHARES INTERNATIONAL TREASURY BOND ETF | 25,245 | $1.0M | 0.6% |
| 28 | ISHGISHARES TR S&P CITIGROUP 1-3 YR INTL TREASURY | 13,109 | $973,278 | 0.6% |
| 29 | LNTALLIANT ENERGY CORP COM | 12,225 | $932,645 | 0.6% |
| 30 | PEPPEPSICO INC COM | 6,726 | $910,700 | 0.6% |
| 31 | DSIISHARES ESG MSCI KLD 400 ETF | 6,355 | $904,888 | 0.5% |
| 32 | ICFISHARES COHEN & STEERS REIT ETF | 13,323 | $901,062 | 0.5% |
| 33 | SCHZSCHWAB US AGGREGATE BOND ETF | 37,305 | $862,853 | 0.5% |
| 34 | STTSTATE STR CORP COM | 4,964 | $841,894 | 0.5% |
| 35 | PICBINVESCO INTERNATIONAL CORPORATE BOND ETF | 35,790 | $828,896 | 0.5% |
| 36 | EFVISHARES MSCI EAFE VALUE ETF | 10,611 | $812,272 | 0.5% |
| 37 | CTASCINTAS CORP | 4,690 | $797,675 | 0.5% |
| 38 | IVEISHARES S&P 500 VALUE ETF | 3,448 | $782,903 | 0.5% |
| 39 | ESGDISHARES ESG AWARE MSCI EAFE ETF | 7,432 | $764,033 | 0.5% |
| 40 | BSVVANGUARD SHORT-TERM BOND ETF | 9,767 | $760,947 | 0.5% |
| 41 | IBBISHARES NASDAQ BIOTECHNOLOGY | 3,860 | $734,183 | 0.4% |
| 42 | IWVISHARES RUSSELL 3000 ETF | 1,651 | $703,986 | 0.4% |
| 43 | ITOTISHARES TR S&P 1500 INDEX FD | 4,165 | $684,185 | 0.4% |
| 44 | GILDGILEAD SCIENCES INC | 5,338 | $674,403 | 0.4% |
| 45 | STIPISHARES 0-5 YEAR TIPS BOND ETF | 6,583 | $672,519 | 0.4% |
| 46 | AAPLAPPLE INC COM | 2,318 | $670,736 | 0.4% |
| 47 | SUSBISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF | 26,322 | $657,787 | 0.4% |
| 48 | XLKSTATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | 3,225 | $614,427 | 0.4% |
| 49 | BNDXVANGUARD TOTAL INTERNATIONAL BOND ETF | 12,147 | $588,271 | 0.4% |
| 50 | BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW | 985 | $492,884 | 0.3% |
| 51 | XTISHARES FUTURE EXPONENTIAL TECHNOLOGIES ETF | 5,786 | $478,097 | 0.3% |
| 52 | COSTCOSTCO WHOLESALE CORPORATION COM | 500 | $467,735 | 0.3% |
| 53 | CPNGCOUPANG INC CL A | 26,425 | $459,002 | 0.3% |
| 54 | IEFAISHARES CORE MSCI EAFE ETF | 4,539 | $438,377 | 0.3% |
| 55 | AMZNAMAZON COM INC COM | 1,780 | $424,245 | 0.3% |
| 56 | VOVANGUARD MID CAP | 5,043 | $406,316 | 0.2% |
| 57 | USRTISHARES CORE U.S. REIT ETF | 5,996 | $398,434 | 0.2% |
| 58 | TMOTHERMO FISHER SCIENTIFIC INC COM | 707 | $354,462 | 0.2% |
| 59 | GEGE AEROSPACE COM NEW | 933 | $348,690 | 0.2% |
| 60 | VTIPVANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | 6,801 | $341,614 | 0.2% |
| 61 | GEVGE VERNOVA INC COM | 268 | $314,862 | 0.2% |
| 62 | VBVANGUARD SMALL-CAP ETF | 1,035 | $313,729 | 0.2% |
| 63 | XOMEXXONMOBIL HOLDINGS CORP COM SHS | 2,274 | $310,901 | 0.2% |
| 64 | SCHBSCHWAB U.S. BROAD MARKET ETF | 10,620 | $307,555 | 0.2% |
| 65 | EPPISHARES MSCI PACIFIC EX JAPAN ETF | 5,740 | $305,712 | 0.2% |
| 66 | GOOGLALPHABET INC CAP STK CL A | 840 | $300,191 | 0.2% |
| 67 | GOOGALPHABET INC CAP STK CL C | 820 | $289,731 | 0.2% |
| 68 | ICLNISHARES GLOBAL CLEAN ENERGY ETF | 13,654 | $279,770 | 0.2% |
| 69 | SUBISHARES TRS&P SHORT TERM NATL MUNICIPAL BD FD | 2,568 | $273,415 | 0.2% |
| 70 | MEARISHARES SHORT MATURITY MUNICIPAL BOND ACTIVE ETF | 5,383 | $271,196 | 0.2% |
| 71 | USFRWISDOMTREE FLOATING RATE TREASURY FUND | 5,267 | $265,193 | 0.2% |
| 72 | IJRISHARES S&P SMALL-CAP FUND | 1,640 | $243,228 | 0.1% |
| 73 | VZVERIZON COMMUNICATIONS | 5,726 | $242,439 | 0.1% |
| 74 | MRKMERCK & CO INC | 1,822 | $234,127 | 0.1% |
| 75 | ESGEISHARES ESG AWARE MSCI EM ETF | 4,062 | $222,173 | 0.1% |
| 76 | ABBVABBVIE INC COM | 872 | $219,430 | 0.1% |
| 77 | TAT&T INC COM | 10,408 | $215,446 | 0.1% |
| 78 | SLBSLB LIMITED COM STK | 4,601 | $213,900 | 0.1% |
| 79 | OSBCOLD SECOND BANCORP INC DEL | 8,815 | $205,566 | 0.1% |
| 80 | MUBISHARES NATIONAL MUNI BOND ETF | 1,908 | $205,337 | 0.1% |
| 81 | FIGFIGMA INC CLASS A COM STK | 10,000 | $180,900 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.