VERITY Wealth Advisors

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 9, 2026), VERITY Wealth Advisors reported 81 stock positions worth $149.7 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 27.1% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 16.5%) and Vanguard Ftse All-World Ex-U (VEU, 8.1%). Compared with Q4 2025, it opened 3 new positions, sold out of 3, added to 15 and reduced 21. The biggest buy was iShares Core MSCI Eafe ETF (IEFA, shares +190%) and the biggest sale Schwab US Broad Market ETF (SCHB, shares −81%).

Most Recent 13F
Q2 2026
Location
SAUSALITO, X1
CIK
0001763138
Portfolio Value
$149.7M (Q1 2026)
SEC Filing
0001763138-26-000002 ↗ filed Apr 9, 2026

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 Q1 2025 Q2 2025: $148.9M Q2 2025 Q3 2025: $158.3M Q3 2025 Q4 2025: $161.1M Q4 2025 Q1 2026: $149.7M $149.7M Q1 2026 Q2 2026: $165.6M Q2 2026

Holdings 81 stocks · $149.7M
VTI VG Morningstar TS MKT ETF-US 27.07% 126,339 $40.5M Reduce -3.0%
IVV iShares Core S&P 500 ETF 16.48% 37,776 $24.7M Reduce -0.2%
VEU Vanguard Ftse All-World Ex-U 8.10% 161,483 $12.1M Reduce -1.2%
VWO Vanguard Ftse Emerging Marke 3.07% 84,936 $4.6M Reduce -1.4%
VEA Vanguard Ftse Developed ETF 2.70% 63,012 $4.0M Reduce -7.2%
ACWX iShares MSCI Acwi Ex US ETF 2.58% 56,343 $3.9M No change
SUSA iShares ESG Optimized MSCI U 2.08% 23,554 $3.1M No change
SCHF Schwab Intl Equity ETF 1.76% 106,769 $2.6M No change
MSFT Microsoft Corp. 1.55% 6,279 $2.3M No change
SCHX Schwab US Large-Cap ETF 1.54% 90,161 $2.3M Reduce -31.0%
VNQ Vanguard Real Estate ETF 1.35% 22,848 $2.0M Reduce -7.5%
JNJ Johnson & Johnson 1.14% 6,964 $1.7M Reduce -1.4%
HEFA Isha Curr Hedged MSCI Eafe 1.14% 40,000 $1.7M Reduce -45.0%
VGSH Vanguard Short-Term Treasury 1.04% 26,702 $1.6M Add +4.1%
DFAX Dimensional World Ex US Core 0.99% 43,719 $1.5M No change
USXF iShares ESG Advance MSCI USA 0.97% 26,236 $1.4M Add +0.8%
STIP iShares 0-5 Year Tips Bond E 0.96% 13,841 $1.4M No change
VXUS Vanguard Total Intl Stock 0.93% 18,045 $1.4M Add +58.2%
VOO Vanguard S&P 500 ETF 0.79% 1,985 $1.2M No change
BND Vanguard Total Bond Market 0.76% 15,538 $1.1M Reduce -3.5%
USMV iShares MSCI USA Min Vol Fac 0.75% 12,102 $1.1M No change
IEMG iShares Core MSCI Emerging 0.74% 15,852 $1.1M Add +30.7%
VCSH Vanguard S/T Corp. Bond ETF 0.72% 13,640 $1.1M Add +0.2%
IEFA iShares Core MSCI Eafe ETF 0.71% 11,729 $1.1M Add +189.6%
PEP Pepsico Inc. 0.70% 6,726 $1.0M Reduce -1.6%
DMXF iShares ESG Advanc MSCI Eafe 0.67% 13,336 $1.0M Add +0.5%
QCOM Qualcomm Inc. 0.67% 7,795 $1.0M No change
IXUS iShares Core Intl Stock ETF 0.64% 11,144 $966K Add +2.4%
CTAS Cintas Corp. 0.64% 5,624 $951K No change
BRK.B Berkshire Hathaway Inc. Class B 0.59% 1,835 $879K No change
LNT Alliant Energy Corp. 0.59% 12,225 $877K Reduce -25.6%
IBB iShares Biotechnology ETF 0.56% 4,943 $835K Reduce -44.5%
ICF iShares Select U.S. REIT ETF 0.55% 13,283 $822K Add +0.2%
SCHZ Schwab US Aggregate Bond ETF 0.53% 34,307 $797K Reduce -4.5%
EFV iShares MSCI Eafe Value ETF 0.53% 10,611 $789K Reduce -0.2%
DSI iShares ESG MSCI KLD 400 ETF 0.51% 6,355 $770K No change
BSV Vanguard Short-Term Bond ETF 0.51% 9,767 $766K Reduce -33.0%
ISHG iShares -3 Year Internationa 0.50% 10,191 $756K Add +88.8%
PICB Invesco International Corpor 0.50% 32,431 $749K Add +87.6%
IGOV iShares International Treasu 0.50% 18,202 $747K Add +89.6%
GILD Gilead Sciences Inc. 0.50% 5,338 $744K No change
IVE iShares S&P 500 Value ETF 0.49% 3,448 $728K Reduce -0.1%
ESGD iShares Trust iShares ESG Aw 0.47% 7,335 $701K No change
SUSB iShares ESG Aware 1-5 Year U 0.44% 26,322 $660K No change
STT State Street Corp. 0.42% 4,964 $628K No change
DFUV Dimensional US Marketwide Va 0.41% 12,775 $619K No change
IWV iShares Russell 3000 ETF 0.41% 1,651 $612K No change
ITOT iShares Core S&P Total U.S. 0.40% 4,165 $593K No change
AAPL Apple Inc. 0.39% 2,318 $588K No change
BNDX Vanguard Total Intl Bond ETF 0.39% 12,147 $584K Add +98.1%
VGT Vanguard Info Tech ETF 0.37% 790 $551K No change
CPNG Coupang Inc. 0.33% 26,425 $499K No change
COST Costco Wholesale Corp. 0.33% 500 $498K No change
TMO Thermo Fisher Scientific Inc. 0.29% 896 $440K No change
XLK SS Technology Select Sector 0.28% 3,150 $419K No change
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.27% 1,432 $411K Add +0.3%
XT Ishar Fture Exp Tech ETF-Usd 0.26% 5,786 $394K No change
XOM Exxon Mobil Corp. 0.26% 2,274 $386K Reduce -71.4%
INTC Intel Corp. 0.25% 8,448 $373K No change
AMZN Amazon.com Inc. 0.25% 1,780 $371K No change
DFIV Dimensional International Va 0.24% 6,771 $357K No change
USRT iShares Core US REIT ETF 0.24% 5,996 $355K No change
SPY SS SPDR S&P 500 ETF Trust-US 0.22% 503 $327K New
EPP iShares MSCI Pacific Ex Japa 0.20% 5,740 $305K No change
T AT&T Inc. 0.19% 9,962 $289K No change
VZ Verizon Communications Inc. 0.19% 5,726 $287K No change
SUB iShares Short-Term National 0.18% 2,568 $273K No change
MEAR Ishrs Short Mat Muni Act ETF 0.18% 5,383 $271K No change
SCHB Schwab US Broad Market ETF 0.18% 10,620 $267K Reduce -81.1%
VB Vanguard Most SM-Cap ETF-Usd 0.18% 1,015 $266K No change
USFR Wisdomtree Floating Rate Tre 0.18% 5,267 $265K No change
GE General Electric filed as GE AEROSPACE 0.18% 933 $265K Reduce -75.0%
ICLN iShares Global Clean Energy 0.17% 13,637 $249K No change
GOOGL Alphabet Inc. Class A 0.16% 840 $242K No change
SLB SLB Ltd. filed as SLB LIMITED 0.16% 4,601 $236K New
GOOG Alphabet Inc. Class C 0.16% 820 $235K No change
VTIP Vanguard Short-Term Tips 0.14% 4,239 $212K No change
FIG Figma Inc. Class A 0.14% 10,000 $211K No change
IJR iShares Core S&P Small-Cap E 0.14% 1,640 $204K New
GEV GE Vernova Inc. 0.14% 233 $203K Reduce -75.0%
MUB iShares National Muni Bond E 0.13% 1,893 $201K Add +0.5%

Portfolio Sells Q4 2025 → Q1 2026
SCHB Schwab US Broad Market ETF Reduce -81.1% 0.18% −0.74
HEFA Isha Curr Hedged MSCI Eafe Reduce -45.0% 1.14% −0.73
OEF iShares S&P 100 ETF Sold out 0.00% −0.66
SCHX Schwab US Large-Cap ETF Reduce -31.0% 1.54% −0.64
GE General Electric Reduce -75.0% 0.18% −0.54
CMF iShares California Muni Bond Sold out 0.00% −0.39
IBB iShares Biotechnology ETF Reduce -44.5% 0.56% −0.38
PFF iShares Preferred & Income S Sold out 0.00% −0.34
XOM Exxon Mobil Corp. Reduce -71.4% 0.26% −0.34
GEV GE Vernova Inc. Reduce -75.0% 0.14% −0.24
BSV Vanguard Short-Term Bond ETF Reduce -33.0% 0.51% −0.20
LNT Alliant Energy Corp. Reduce -25.6% 0.59% −0.08
VTI VG Morningstar TS MKT ETF-US Reduce -3.0% 27.07% −0.05
VNQ Vanguard Real Estate ETF Reduce -7.5% 1.35% −0.00
SCHZ Schwab US Aggregate Bond ETF Reduce -4.5% 0.53% +0.01
BND Vanguard Total Bond Market Reduce -3.5% 0.76% +0.02
IVE iShares S&P 500 Value ETF Reduce -0.1% 0.49% +0.03
EFV iShares MSCI Eafe Value ETF Reduce -0.2% 0.53% +0.06
VEA Vanguard Ftse Developed ETF Reduce -7.2% 2.70% +0.06
PEP Pepsico Inc. Reduce -1.6% 0.70% +0.09
VWO Vanguard Ftse Emerging Marke Reduce -1.4% 3.07% +0.19
JNJ Johnson & Johnson Reduce -1.4% 1.14% +0.23
IVV iShares Core S&P 500 ETF Reduce -0.2% 16.48% +0.38
VEU Vanguard Ftse All-World Ex-U Reduce -1.2% 8.10% +0.63

Portfolio Buys Q4 2025 → Q1 2026
IEFA iShares Core MSCI Eafe ETF Add +189.6% 0.71% +0.48
VXUS Vanguard Total Intl Stock Add +58.2% 0.93% +0.39
ISHG iShares -3 Year Internationa Add +88.8% 0.50% +0.25
IGOV iShares International Treasu Add +89.6% 0.50% +0.25
PICB Invesco International Corpor Add +87.6% 0.50% +0.24
IEMG iShares Core MSCI Emerging Add +30.7% 0.74% +0.23
SPY SS SPDR S&P 500 ETF Trust-US New 0.22% +0.22
BNDX Vanguard Total Intl Bond ETF Add +98.1% 0.39% +0.21
SLB SLB Ltd. New 0.16% +0.16
IJR iShares Core S&P Small-Cap E New 0.14% +0.14
VGSH Vanguard Short-Term Treasury Add +4.1% 1.04% +0.11
IXUS iShares Core Intl Stock ETF Add +2.4% 0.64% +0.07
ICF iShares Select U.S. REIT ETF Add +0.2% 0.55% +0.06
DMXF iShares ESG Advanc MSCI Eafe Add +0.5% 0.67% +0.05
VCSH Vanguard S/T Corp. Bond ETF Add +0.2% 0.72% +0.05
USXF iShares ESG Advance MSCI USA Add +0.8% 0.97% +0.04
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +0.3% 0.27% +0.02
MUB iShares National Muni Bond E Add +0.5% 0.13% +0.01

Options Activity Q4 2025 → Q1 2026
VTI VG Morningstar TS MKT ETF-US put Sold out 300 $101Kbefore exit

Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.

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