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Latest VERITY Wealth Advisors Stock Portfolio

$165Million | No. of Holdings #81

VERITY Wealth Advisors Performance

2026 Q2+11.55%
YTD+9.15%
2025+16.57%

About VERITY Wealth Advisors and 13F Hedge Fund Stock Holdings

VERITY Wealth Advisors is a hedge fund based in Sausalito, CA. On 2026-07-16, the fund reported it's updated stock portfolio. In the 13F Holdings report, VERITY Wealth Advisors reported an equity portfolio of $165.6 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of VERITY Wealth Advisors are VB, IJR, VEU. The fund has invested 27.8% of it's portfolio in VANGUARD TOTAL STOCK MARKET ETF and 17.1% of portfolio in ISHARES CORE S&P 500 ETF. <br><br> The fund managers got completely rid off DIMENSIONAL US MARKETWIDE VALUE ETF (DFAC), VANGUARD INFORMATION TECHNOLOGY ETF (VAW) and EXXON MOBIL CORP COM (XOM) stocks. They significantly reduced their stock positions in ISHARES CORE MSCI EAFE ETF (IBCE), ISHARES 0-5 YEAR TIPS BOND ETF (AMPS) and BERKSHIRE HATHAWAY INC DEL CL B NEW. VERITY Wealth Advisors opened new stock positions in EXXONMOBIL HOLDINGS CORP COM SHS, MERCK & CO INC (MRK) and ISHARES ESG AWARE MSCI EM ETF (EMGF). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD MID CAP (VB), VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF (VTIP) and ISHARES INTERNATIONAL TREASURY BOND ETF (AAXJ).
VERITY Wealth Advisors Equity Portfolio Value
Last Reported on: 16 Jul, 2026
$165Million
  as of Jul 16, 2026

VERITY Wealth Advisors Annual Return Estimates Vs S&P 500

Our best estimate is that VERITY Wealth Advisors made a return of 11.55% in the last quarter. In trailing 12 months, it's portfolio return was 18.3%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
exxonmobil holdings corp com shs310,901
merck & co inc234,127
ishares esg aware msci em etf222,173
abbvie inc com219,430
old second bancorp inc del205,566
New stocks bought by VERITY Wealth Advisors

Additions

Ticker% Inc.
vanguard mid cap 252
vanguard short-term inflation-protected securities etf60.44
ishares international treasury bond etf38.69
ishares tr s&p citigroup 1-3 yr intl treasury28.63
schwab international equity etf19.36
ge vernova inc com15.02
invesco international corporate bond etf10.36
schwab us aggregate bond etf8.74
Additions to existing portfolio by VERITY Wealth Advisors

Reductions

Ticker% Reduced
ishares core msci eafe etf-61.3
ishares 0-5 year tips bond etf-52.44
berkshire hathaway inc del cl b new-46.32
ishares nasdaq biotechnology-21.91
thermo fisher scientific inc com-21.09
cintas corp -16.61
vanguard short-term treasury etf-5.13
vanguard total bond market etf-3.32
VERITY Wealth Advisors reduced stake in above stock

Sold off

Ticker$ Sold
dimensional us marketwide value etf-619,077
dimensional international value etf-357,373
exxon mobil corp com-385,807
vanguard information technology etf-551,199
state street spdr s&p 500 etf-327,121
VERITY Wealth Advisors got rid off the above stocks

Sector Distribution

VERITY Wealth Advisors has about 89.5% of it's holdings in Others sector.

  • Others
  • Technology
  • Healthcare
  • Utilities
Sector%
Others89.5
Technology3.5
Healthcare2
Utilities1.7

Market Cap. Distribution

VERITY Wealth Advisors has about 9.4% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
  • MID-CAP
Category%
UNALLOCATED89.5
MEGA-CAP5.9
LARGE-CAP3.5
MID-CAP1.1

Stocks belong to which Index?

About 10.2% of the stocks held by VERITY Wealth Advisors either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others89.7
S&P 5009
RUSSELL 20001.2
Top 5 Winners (%)%
INTC
intel corp com
207.3 %
QCOM
qualcomm inc
43.5 %
XLB
state street technology select sector spdr etf
42.6 %
STT
state str corp com
34.0 %
GE
ge aerospace com new
31.7 %
Top 5 Winners ($)$
VB
vanguard total stock market etf
6.2 M
IJR
ishares core s&p 500 etf
3.6 M
VEU
vanguard ftse all-world ex-us
1.4 M
INTC
intel corp com
0.8 M
AAXJ
ishares msci usa esg select etf
0.5 M
Top 5 Losers (%)%
VB
vanguard mid cap
-62.2 %
T
at&t inc com
-28.2 %
VZ
verizon communications
-15.7 %
figma inc class a com stk
-14.4 %
PEP
pepsico inc com
-12.8 %
Top 5 Losers ($)$
VB
vanguard mid cap
-0.7 M
PEP
pepsico inc com
-0.1 M
T
at&t inc com
-0.1 M
GILD
gilead sciences inc
-0.1 M
VZ
verizon communications
0.0 M

VERITY Wealth Advisors Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of VERITY Wealth Advisors

VERITY Wealth Advisors has 81 stocks in it's portfolio. About 68.9% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. VB was the most profitable stock for VERITY Wealth Advisors last quarter.

$165.57MTotal Value
86.00Positions
16 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of VERITY Wealth Advisors, last reported on 16 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Msci Acwi Ex Us

Ishares Msci Acwi Ex Us

AAXJ
VERITY Wealth Advisors's holding in Ishares Msci Acwi Ex Us over time
2.6%56,508
$4.30M
2.6%
increased 0.29 percentadded
AAXJ
Ishares Msci Usa Esg Select Etf

Ishares Msci Usa Esg Select Etf

AAXJ
VERITY Wealth Advisors's holding in Ishares Msci Usa Esg Select Etf over time
2.17%23,263
$3.59M
2.17%
decreased 1.24 percentreduced
AAXJ
Ishares International Treasury Bond Etf

Ishares International Treasury Bond Etf

AAXJ
VERITY Wealth Advisors's holding in Ishares International Treasury Bond Etf over time
0.63%25,245
$1.04M
0.63%
increased 38.69 percentadded
AAXJ
Ishares Tr S&P Citigroup 1-3 Yr Intl Treasury

Ishares Tr S&P Citigroup 1-3 Yr Intl Treasury

AAXJ
VERITY Wealth Advisors's holding in Ishares Tr S&P Citigroup 1-3 Yr Intl Treasury over time
0.59%13,109
$973.3K
0.59%
increased 28.63 percentadded
AAXJ
Ishares Esg Msci Kld 400 Etf

Ishares Esg Msci Kld 400 Etf

AAXJ
VERITY Wealth Advisors's holding in Ishares Esg Msci Kld 400 Etf over time
0.55%6,355
$904.9K
0.55%
unchanged 0 percentunchanged
AAXJ
Ishares Msci Eafe Value Etf

Ishares Msci Eafe Value Etf

AAXJ
VERITY Wealth Advisors's holding in Ishares Msci Eafe Value Etf over time
0.49%10,611
$812.3K
0.49%
unchanged 0 percentunchanged
AAXJ
Ishares Core U.S. Reit Etf

Ishares Core U.S. Reit Etf

AAXJ
VERITY Wealth Advisors's holding in Ishares Core U.S. Reit Etf over time
0.24%5,996
$398.4K
0.24%
unchanged 0 percentunchanged
AAXJ
Ishares Global Clean Energy Etf

Ishares Global Clean Energy Etf

AAXJ
VERITY Wealth Advisors's holding in Ishares Global Clean Energy Etf over time
0.17%13,654
$279.8K
0.17%
increased 0.12 percentadded
AAXJ
Ishares Trs&P Short Term Natl Municipal Bd Fd

Ishares Trs&P Short Term Natl Municipal Bd Fd

AAXJ
VERITY Wealth Advisors's holding in Ishares Trs&P Short Term Natl Municipal Bd Fd over time
0.16%2,568
$273.4K
0.16%
unchanged 0 percentunchanged
AAXJ
Ishares National Muni Bond Etf

Ishares National Muni Bond Etf

AAXJ
VERITY Wealth Advisors's holding in Ishares National Muni Bond Etf over time
0.12%1,908
$205.3K
0.12%
increased 0.79 percentadded
ACWF
Ishares Currency Hedged Msci Eafe Etf

Ishares Currency Hedged Msci Eafe Etf

ACWF
VERITY Wealth Advisors's holding in Ishares Currency Hedged Msci Eafe Etf over time
1.13%40,000
$1.88M
1.13%
unchanged 0 percentunchanged
ACWF
Ishares Future Exponential Technologies Etf

Ishares Future Exponential Technologies Etf

ACWF
VERITY Wealth Advisors's holding in Ishares Future Exponential Technologies Etf over time
0.29%5,786
$478.1K
0.29%
unchanged 0 percentunchanged
ACWV
Ishares Msci Pacific Ex Japan Etf

Ishares Msci Pacific Ex Japan Etf

ACWV
VERITY Wealth Advisors's holding in Ishares Msci Pacific Ex Japan Etf over time
0.18%5,740
$305.7K
0.18%
unchanged 0 percentunchanged
AGT
Ishares Esg Aware Msci Eafe Etf

Ishares Esg Aware Msci Eafe Etf

AGT
VERITY Wealth Advisors's holding in Ishares Esg Aware Msci Eafe Etf over time
0.46%7,432
$764.0K
0.46%
increased 1.32 percentadded
AGT
Ishares Esg Aware 1-5 Year Usd Corporate Bond Etf

Ishares Esg Aware 1-5 Year Usd Corporate Bond Etf

AGT
VERITY Wealth Advisors's holding in Ishares Esg Aware 1-5 Year Usd Corporate Bond Etf over time
0.4%26,322
$657.8K
0.4%
unchanged 0 percentunchanged