VERITY Wealth Advisors

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 22, 2025), VERITY Wealth Advisors reported 72 stock positions worth $134.9 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 27.3% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 15.8%) and Vanguard Ftse All-World Ex-U (VEU, 6.9%). Compared with Q4 2024, it opened 1 new position, sold out of 1, added to 10 and reduced 16. The biggest buy was Vanguard Ftse Developed ETF (VEA, shares +1%) and the biggest sale iShares MSCI USA Min Vol Fac (USMV, shares −38%).

Most Recent 13F
Q2 2026
Location
SAUSALITO, X1
CIK
0001763138
Portfolio Value
$134.9M (Q1 2025)
SEC Filing
0001763138-25-000004 ↗ filed Apr 22, 2025

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 Q3 2024 Q4 2024: $138.5M Q4 2024 Q1 2025: $134.9M $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 72 stocks · $134.9M
VTI VG Morningstar TS MKT ETF-US 27.26% 133,844 $36.8M Add +0.1%
IVV iShares Core S&P 500 ETF 15.78% 37,884 $21.3M No change
VEU Vanguard Ftse All-World Ex-U 6.91% 153,730 $9.3M Reduce -0.1%
VWO Vanguard Ftse Emerging Marke 2.89% 86,128 $3.9M Add +1.3%
VEA Vanguard Ftse Developed ETF 2.56% 68,024 $3.5M Add +1.3%
MSFT Microsoft Corp. 2.54% 9,141 $3.4M Reduce -2.2%
ACWX iShares MSCI Acwi Ex US ETF 2.30% 55,903 $3.1M No change
SCHX Schwab US Large-Cap ETF 2.14% 130,640 $2.9M Reduce -3.0%
SUSA iShares ESG Optimized MSCI U 2.01% 23,554 $2.7M No change
HEFA Isha Curr Hedged MSCI Eafe 1.92% 71,565 $2.6M Reduce -12.1%
SCHF Schwab Intl Equity ETF 1.63% 111,125 $2.2M No change
VNQ Vanguard Real Estate ETF 1.49% 22,199 $2.0M Reduce -5.8%
VGSH Vanguard Short-Term Treasury 1.10% 25,227 $1.5M Add +19.5%
STIP iShares 0-5 Year Tips Bond E 1.06% 13,841 $1.4M No change
USXF iShares ESG Advance MSCI USA 0.90% 26,031 $1.2M No change
SCHB Schwab US Broad Market ETF 0.90% 56,088 $1.2M No change
QCOM Qualcomm Inc. 0.89% 7,795 $1.2M No change
CTAS Cintas Corp. 0.88% 5,746 $1.2M Reduce -2.7%
JNJ Johnson & Johnson 0.87% 7,065 $1.2M No change
BND Vanguard Total Bond Market 0.86% 15,834 $1.2M Add +0.5%
BSV Vanguard Short-Term Bond ETF 0.85% 14,673 $1.1M Reduce -5.3%
DFAX Dimensional World Ex US Core 0.85% 43,719 $1.1M No change
IBB iShares Biotechnology ETF 0.84% 8,898 $1.1M No change
USMV iShares MSCI USA Min Vol Fac 0.83% 12,011 $1.1M Reduce -37.6%
VCSH Vanguard S/T Corp. Bond ETF 0.79% 13,503 $1.1M Add +0.2%
LNT Alliant Energy Corp. 0.78% 16,443 $1.1M No change
PEP Pepsico Inc. 0.76% 6,837 $1.0M No change
VOO Vanguard S&P 500 ETF 0.76% 1,985 $1.0M No change
BRK.B Berkshire Hathaway Inc. Class B 0.72% 1,835 $977K Reduce -11.6%
XOM Exxon Mobil Corp. 0.70% 7,940 $944K Reduce -39.3%
DMXF iShares ESG Advanc MSCI Eafe 0.66% 13,266 $893K Add +3.3%
SCHZ Schwab US Aggregate Bond ETF 0.66% 38,321 $888K Reduce -16.5%
OEF iShares S&P 100 ETF 0.63% 3,114 $843K No change
ICF iShares Select U.S. REIT ETF 0.60% 13,091 $805K Add +1.0%
DSI iShares ESG MSCI KLD 400 ETF 0.55% 7,299 $747K No change
GE General Electric filed as GE AEROSPACE 0.55% 3,733 $747K No change
IXUS iShares Core Intl Stock ETF 0.50% 9,734 $680K Reduce -4.6%
XT Ishar Fture Exp Tech ETF-Usd 0.50% 11,780 $678K No change
SUSB iShares ESG Aware 1-5 Year U 0.49% 26,322 $658K Add +2.4%
IEMG iShares Core MSCI Emerging 0.48% 11,905 $642K No change
CMF iShares California Muni Bond 0.46% 10,915 $614K No change
ESGD iShares Trust iShares ESG Aw 0.44% 7,335 $599K No change
GILD Gilead Sciences Inc. 0.44% 5,338 $598K No change
CPNG Coupang Inc. 0.43% 26,425 $580K No change
MEAR Ishrs Short Mat Muni Act ETF 0.43% 11,425 $574K No change
PFF iShares Preferred & Income S 0.42% 18,378 $565K No change
DFUV Dimensional US Marketwide Va 0.39% 12,775 $526K No change
IWV iShares Russell 3000 ETF 0.39% 1,651 $524K No change
ITOT iShares Core S&P Total U.S. 0.39% 4,282 $522K Reduce -3.0%
AAPL Apple Inc. 0.38% 2,318 $515K No change
IGF iShares Global Infrastructur 0.37% 9,069 $496K No change
COST Costco Wholesale Corp. 0.35% 500 $473K No change
ICLN iShares Global Clean Energy 0.33% 39,334 $449K No change
TMO Thermo Fisher Scientific Inc. 0.33% 896 $446K Reduce -5.7%
STT State Street Corp. 0.33% 4,964 $444K Reduce -4.4%
VGT Vanguard Info Tech ETF 0.32% 790 $428K No change
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.27% 1,417 $366K Reduce -5.5%
USRT iShares Core US REIT ETF 0.26% 5,996 $345K No change
AMZN Amazon.com Inc. 0.25% 1,780 $339K No change
XLK SS Technology Select Sector 0.24% 1,575 $325K No change
VXUS Vanguard Total Intl Stock 0.24% 5,172 $321K New
IEFA iShares Core MSCI Eafe ETF 0.23% 4,050 $306K No change
BNDX Vanguard Total Intl Bond ETF 0.22% 6,018 $294K Add +14.2%
GEV GE Vernova Inc. 0.21% 933 $285K No change
T AT&T Inc. 0.21% 9,962 $282K No change
SUB iShares Short-Term National 0.20% 2,568 $271K No change
DFIV Dimensional International Va 0.20% 6,771 $267K No change
USFR Wisdomtree Floating Rate Tre 0.20% 5,267 $265K No change
VZ Verizon Communications Inc. 0.19% 5,726 $260K No change
EPP iShares MSCI Pacific Ex Japa 0.19% 5,740 $253K No change
VB Vanguard Most SM-Cap ETF-Usd 0.17% 1,015 $225K No change
VTIP Vanguard Short-Term Tips 0.16% 4,239 $212K No change

Portfolio Sells Q4 2024 → Q1 2025
USMV iShares MSCI USA Min Vol Fac Reduce -37.6% 0.83% −0.40
XOM Exxon Mobil Corp. Reduce -39.3% 0.70% −0.32
MSFT Microsoft Corp. Reduce -2.2% 2.54% −0.30
LAND Gladstone Land Corp. Sold out 0.00% −0.16
HEFA Isha Curr Hedged MSCI Eafe Reduce -12.1% 1.92% −0.12
SCHX Schwab US Large-Cap ETF Reduce -3.0% 2.14% −0.12
SCHZ Schwab US Aggregate Bond ETF Reduce -16.5% 0.66% −0.09
STT State Street Corp. Reduce -4.4% 0.33% −0.04
TMO Thermo Fisher Scientific Inc. Reduce -5.7% 0.33% −0.03
VNQ Vanguard Real Estate ETF Reduce -5.8% 1.49% −0.03
ITOT iShares Core S&P Total U.S. Reduce -3.0% 0.39% −0.02
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -5.5% 0.27% −0.01
BSV Vanguard Short-Term Bond ETF Reduce -5.3% 0.85% −0.01
IXUS iShares Core Intl Stock ETF Reduce -4.6% 0.50% +0.02
BRK.B Berkshire Hathaway Inc. Class B Reduce -11.6% 0.72% +0.05
CTAS Cintas Corp. Reduce -2.7% 0.88% +0.10
VEU Vanguard Ftse All-World Ex-U Reduce -0.1% 6.91% +0.53

Portfolio Buys Q4 2024 → Q1 2025
VEA Vanguard Ftse Developed ETF Add +1.3% 2.56% +0.24
VXUS Vanguard Total Intl Stock New 0.24% +0.24
VGSH Vanguard Short-Term Treasury Add +19.5% 1.10% +0.21
VWO Vanguard Ftse Emerging Marke Add +1.3% 2.89% +0.19
DMXF iShares ESG Advanc MSCI Eafe Add +3.3% 0.66% +0.06
BND Vanguard Total Bond Market Add +0.5% 0.86% +0.04
ICF iShares Select U.S. REIT ETF Add +1.0% 0.60% +0.03
BNDX Vanguard Total Intl Bond ETF Add +14.2% 0.22% +0.03
VCSH Vanguard S/T Corp. Bond ETF Add +0.2% 0.79% +0.03
SUSB iShares ESG Aware 1-5 Year U Add +2.4% 0.49% +0.03
VTI VG Morningstar TS MKT ETF-US Add +0.1% 27.26% −0.70

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