Data as of Q4 2025 (Dec 31, 2025)

VERITY Wealth Advisors

•CIK: 1763138•Filing: Q4 2025

**VERITY Wealth Advisors** manages $161M across a diversified portfolio of 81 holdings. The strategy exhibits a strong core allocation to U.S. equities, evidenced by the top positions in VTI ($43.7M) and IVV ($25.9M). Further international exposure is maintained through VEU ($12.0M) and VWO ($4.6M). The portfolio also features notable allocations to sector-specific and thematic plays, including ACWX ($3.8M) and MSFT ($3.0M).

Total AUM
$161.1M
QoQ Performance
+1.7%
Positions
81
Top 10 Concentration
66.5%
Latest Filing
Q4 2025

Top Holdings Allocation

VTI
IVV
VEU
VTI27.1%
IVV16.1%
VEU7.5%
VWO2.9%
VEA2.6%
ACWX2.3%
SCHX2.2%
SUSA2.0%

📈 Biggest Buys

EFV
ISHARES MSCI EAFE VALUE ETF
NEW
0.5% of portfolio
IVE
ISHARES S&P 500 VALUE ETF
NEW
0.5% of portfolio
GOOG
ALPHABET INC CAP STK CL C
NEW
0.2% of portfolio
XLK
STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF
+100.0%
0.3% of portfolio
MUB
ISHARES NATIONAL MUNI BOND ETF
NEW
0.1% of portfolio

📉 Biggest Sells

MSFT
MICROSOFT CORP COM
-23.7%
1.9% of portfolio
VTI
VANGUARD TOTAL STOCK MARKET ETF
-1.8%
27.1% of portfolio
DSI
ISHARES ESG MSCI KLD 400 ETF
-12.9%
0.5% of portfolio
BSV
VANGUARD SHORT-TERM BOND ETF
-2.2%
0.7% of portfolio
IXUS
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF
-1.6%
0.6% of portfolio

Sector Breakdown

Other74.6%
ETF16.9%
Technology3.6%
Healthcare1.6%
Financial0.7%
Industrial0.7%
Consumer Staples0.6%
Energy0.6%

🚪 Exited Positionssold since Q3 2025

ABBV
ABBVIE INC COM
SOLD
$201.9K

Changes from Q3 2025

NEW4 new positions
↑13 increased
↓7 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

VTI27.1%
VANGUARD TOTAL STOCK MARKET ETF
$43.7M
IVV16.1%
ISHARES CORE S&P 500 ETF
$25.9M
VEU7.5%
VANGUARD FTSE ALL-WORLD EX-US
$12.0M
VWO2.9%
VANGUARD FTSE EMERGING MARKETS ETF
$4.6M
VEA2.6%
VANGUARD FTSE DEVELOPED MARKETS ETF
$4.2M

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