§ 13F · FUND PROFILE
VERITY Wealth Advisors.
AUM · $166M (13F)Positions · 81Turnover · n/a · Q2Filed · Jul 16, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 16, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD TOTAL STOCK MARKET ETF | 124K | $46M | 27.8% | −1% |
| 2 | IVV | ISHARES CORE S&P 500 ETF | 38K | $28M | 17.1% | ±0% |
| 3 | VEU | VANGUARD FTSE ALL-WORLD EX-US | 165K | $14M | 8.4% | +2% |
| 4 | VWO | VANGUARD FTSE EMERGING MARKETS ETF | 85K | $5M | 3.1% | ±0% |
| 5 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 63K | $4M | 2.7% | ±0% |
| 6 | ACWX | ISHARES MSCI ACWI EX US | 57K | $4M | 2.6% | ±0% |
| 7 | SUSA | ISHARES MSCI USA ESG SELECT ETF | 23K | $4M | 2.2% | −1% |
| 8 | SCHF | SCHWAB INTERNATIONAL EQUITY ETF | 127K | $4M | 2.1% | +19% |
| 9 | SCHX | SCHWAB U.S. LARGE-CAP ETF | 88K | $3M | 1.6% | −2% |
| 10 | MSFT | MICROSOFT CORP COM | 6K | $2M | 1.4% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE VERITY SIGNAL
AC read
VERITY Wealth Advisors is a Other fund managing $166 million in assets. The fund runs a portfolio of 81 positions.
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