VERITY Wealth Advisors

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 3, 2024), VERITY Wealth Advisors reported 73 stock positions worth $142.2 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 26.6% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 15.4%) and Vanguard Ftse All-World Ex-U (VEU, 6.8%). Compared with Q2 2024, it opened 2 new positions, sold out of 3, added to 19 and reduced 5. The biggest buy was Exxon Mobil (XOM, shares +65%) and the biggest sale an exit from Intel (INTC).

Most Recent 13F
Q2 2026
Location
SAUSALITO, X1
CIK
0001763138
Portfolio Value
$142.2M (Q3 2024)
SEC Filing
0001763138-24-000006 ↗ filed Oct 3, 2024

Holdings Value

0$50.0M$100.0M$150.0M$200.0M Q1 2024: $130.3M Q1 2024 Q2 2024: $133.5M Q2 2024 Q3 2024: $142.2M $142.2M Q3 2024 Q4 2024: $138.5M Q4 2024 Q1 2025: $134.9M Q1 2025 Q2 2025: $148.9M Q2 2025 Q3 2025: $158.3M Q3 2025 Q4 2025: $161.1M Q4 2025 Q1 2026: $149.7M Q1 2026 Q2 2026: $165.6M Q2 2026

Holdings 73 stocks · $142.2M
VTI VG Morningstar TS MKT ETF-US 26.64% 133,810 $37.9M Add +0.5%
IVV iShares Core S&P 500 ETF 15.36% 37,884 $21.9M Reduce -0.2%
VEU Vanguard Ftse All-World Ex-U 6.82% 153,914 $9.7M Add +0.2%
VWO Vanguard Ftse Emerging Marke 2.86% 85,007 $4.1M Add +0.5%
MSFT Microsoft Corp. 2.83% 9,345 $4.0M Add +2.2%
VEA Vanguard Ftse Developed ETF 2.44% 65,695 $3.5M Add +2.5%
ACWX iShares MSCI Acwi Ex US ETF 2.24% 55,693 $3.2M No change
SCHX Schwab US Large-Cap ETF 2.14% 44,917 $3.0M No change
HEFA Isha Curr Hedged MSCI Eafe 2.02% 81,026 $2.9M Add +0.3%
SUSA iShares ESG Optimized MSCI U 1.99% 23,554 $2.8M No change
VNQ Vanguard Real Estate ETF 1.61% 23,445 $2.3M Add +1.6%
SCHF Schwab Intl Equity ETF 1.60% 55,518 $2.3M Add +0.1%
USMV iShares MSCI USA Min Vol Fac 1.35% 20,971 $1.9M Reduce -6.4%
XOM Exxon Mobil Corp. 1.08% 13,081 $1.5M Add +64.8%
STIP iShares 0-5 Year Tips Bond E 0.99% 13,841 $1.4M No change
QCOM Qualcomm Inc. 0.93% 7,795 $1.3M No change
IBB iShares Biotechnology ETF 0.91% 8,898 $1.3M No change
USXF iShares ESG Advance MSCI USA 0.90% 26,031 $1.3M No change
SCHB Schwab US Broad Market ETF 0.87% 18,696 $1.2M No change
BSV Vanguard Short-Term Bond ETF 0.86% 15,496 $1.2M Add +16.8%
CTAS Cintas Corp. 0.85% 5,904 $1.2M Reduce -3.5%
VGSH Vanguard Short-Term Treasury 0.84% 20,309 $1.2M Add +6.5%
DFAX Dimensional World Ex US Core 0.83% 43,719 $1.2M No change
BND Vanguard Total Bond Market 0.82% 15,622 $1.2M Add +0.7%
PEP Pepsico Inc. 0.82% 6,837 $1.2M No change
JNJ Johnson & Johnson 0.81% 7,065 $1.1M No change
SUB iShares Short-Term National 0.77% 10,328 $1.1M No change
SCHZ Schwab US Aggregate Bond ETF 0.76% 22,892 $1.1M Add +0.1%
VCSH Vanguard S/T Corp. Bond ETF 0.75% 13,440 $1.1M Add +0.2%
VOO Vanguard S&P 500 ETF 0.74% 1,985 $1.0M No change
LNT Alliant Energy Corp. 0.70% 16,443 $998K No change
BRK.B Berkshire Hathaway Inc. Class B 0.67% 2,075 $955K Add +10.7%
DMXF iShares ESG Advanc MSCI Eafe 0.65% 12,840 $925K No change
OEF iShares S&P 100 ETF 0.61% 3,114 $862K No change
ICF iShares Select U.S. REIT ETF 0.60% 12,903 $850K Add +0.5%
DSI iShares ESG MSCI KLD 400 ETF 0.56% 7,299 $794K No change
IXUS iShares Core Intl Stock ETF 0.53% 10,294 $748K No change
XT Ishar Fture Exp Tech ETF-Usd 0.50% 11,780 $717K No change
GE General Electric filed as GE AEROSPACE 0.49% 3,733 $704K No change
IEMG iShares Core MSCI Emerging 0.47% 11,743 $674K Reduce -0.8%
CPNG Coupang Inc. 0.46% 26,425 $649K No change
SUSB iShares ESG Aware 1-5 Year U 0.45% 25,716 $647K No change
CMF iShares California Muni Bond 0.45% 10,915 $634K No change
ESGD iShares Trust iShares ESG Aw 0.43% 7,335 $617K No change
PFF iShares Preferred & Income S 0.43% 18,378 $611K No change
TMO Thermo Fisher Scientific Inc. 0.41% 950 $588K No change
ITOT iShares Core S&P Total U.S. 0.41% 4,618 $580K Reduce -5.0%
ICLN iShares Global Clean Energy 0.41% 39,334 $578K No change
MEAR Ishrs Short Mat Muni Act ETF 0.40% 11,425 $575K No change
AAPL Apple Inc. 0.38% 2,318 $540K No change
IWV iShares Russell 3000 ETF 0.38% 1,651 $539K No change
DFUV Dimensional US Marketwide Va 0.37% 12,775 $533K No change
IGF iShares Global Infrastructur 0.35% 9,069 $494K No change
VGT Vanguard Info Tech ETF 0.33% 790 $463K No change
STT State Street Corp. 0.32% 5,194 $460K No change
GILD Gilead Sciences Inc. 0.31% 5,338 $448K No change
COST Costco Wholesale Corp. 0.31% 500 $443K No change
USFR Wisdomtree Floating Rate Tre 0.30% 8,467 $425K Add +0.5%
AMZN Amazon.com Inc. 0.29% 2,220 $414K No change
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.28% 1,494 $394K Add +0.5%
USRT iShares Core US REIT ETF 0.26% 5,996 $369K No change
XLK SS Technology Select Sector 0.25% 1,575 $356K No change
IEFA iShares Core MSCI Eafe ETF 0.22% 4,050 $316K No change
EPP iShares MSCI Pacific Ex Japa 0.20% 5,740 $280K No change
LAND Gladstone Land Corp. 0.20% 20,000 $278K No change
BNDX Vanguard Total Intl Bond ETF 0.19% 5,237 $263K Add +0.4%
DFIV Dimensional International Va 0.18% 6,771 $258K No change
VZ Verizon Communications Inc. 0.18% 5,726 $257K No change
VB Vanguard Most SM-Cap ETF-Usd 0.17% 1,015 $241K No change
GEV GE Vernova Inc. 0.17% 933 $238K New
T AT&T Inc. 0.15% 9,962 $219K New
VTIP Vanguard Short-Term Tips 0.15% 4,239 $209K No change
VWESQ Vintage Wine Estates Inc. 0.00% 10,000 $20 No change

Portfolio Sells Q2 2024 → Q3 2024
INTC Intel Corp. Sold out 0.00% −0.20
IVV iShares Core S&P 500 ETF Reduce -0.2% 15.36% −0.19
SLB SLB Ltd. Sold out 0.00% −0.16
MRK Merck & Co. Inc. Sold out 0.00% −0.15
USMV iShares MSCI USA Min Vol Fac Reduce -6.4% 1.35% −0.06
ITOT iShares Core S&P Total U.S. Reduce -5.0% 0.41% −0.02
IEMG iShares Core MSCI Emerging Reduce -0.8% 0.47% −0.00
CTAS Cintas Corp. Reduce -3.5% 0.85% +0.05

Portfolio Buys Q2 2024 → Q3 2024
XOM Exxon Mobil Corp. Add +64.8% 1.08% +0.39
GEV GE Vernova Inc. New 0.17% +0.17
VNQ Vanguard Real Estate ETF Add +1.6% 1.61% +0.16
T AT&T Inc. New 0.15% +0.15
BRK.B Berkshire Hathaway Inc. Class B Add +10.7% 0.67% +0.10
BSV Vanguard Short-Term Bond ETF Add +16.8% 0.86% +0.10
VWO Vanguard Ftse Emerging Marke Add +0.5% 2.86% +0.09
VEU Vanguard Ftse All-World Ex-U Add +0.2% 6.82% +0.07
VEA Vanguard Ftse Developed ETF Add +2.5% 2.44% +0.07
ICF iShares Select U.S. REIT ETF Add +0.5% 0.60% +0.05
VGSH Vanguard Short-Term Treasury Add +6.5% 0.84% +0.01
SCHF Schwab Intl Equity ETF Add +0.1% 1.60% +0.01
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +0.5% 0.28% +0.01
BNDX Vanguard Total Intl Bond ETF Add +0.4% 0.19% −0.01
BND Vanguard Total Bond Market Add +0.7% 0.82% −0.01
SCHZ Schwab US Aggregate Bond ETF Add +0.1% 0.76% −0.02
USFR Wisdomtree Floating Rate Tre Add +0.5% 0.30% −0.02
VCSH Vanguard S/T Corp. Bond ETF Add +0.2% 0.75% −0.03
VTI VG Morningstar TS MKT ETF-US Add +0.5% 26.64% −0.03
HEFA Isha Curr Hedged MSCI Eafe Add +0.3% 2.02% −0.13
MSFT Microsoft Corp. Add +2.2% 2.83% −0.23

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 81$165.6MVTI, IVV, VEU, VWO, VEA
Q1 2026 81$149.7MVTI, IVV, VEU, VWO, VEA
Q4 2025 81$161.1MVTI, IVV, VEU, VWO, VEA
Q3 2025 78$158.3MVTI, IVV, VEU, VWO, MSFT
Q2 2025 75$148.9MVTI, IVV, VEU, VWO, MSFT
Q1 2025 72$134.9MVTI, IVV, VEU, VWO, VEA
Q4 2024 72$138.5MVTI, IVV, VEU, MSFT, VWO
Q3 2024 73$142.2MVTI, IVV, VEU, VWO, MSFT
Q2 2024 74$133.5MVTI, IVV, VEU, MSFT, VWO
Q1 2024 74$130.3MVTI, IVV, VEU, MSFT, VWO