§ 13F · FUND PROFILE
VERITY Wealth Advisors.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $149M (13F)Positions · 75Turnover · — · Q1Filed · Apr 9, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$767K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD TOTAL STOCK MARKET ETF | 126K | $41M | 27.1% | −3% |
| 2 | IVV | ISHARES CORE S&P 500 ETF | 38K | $25M | 16.5% | ±0% |
| 3 | VEU | VANGUARD FTSE ALL-WORLD EX-US | 161K | $12M | 8.1% | −1% |
| 4 | VWO | VANGUARD FTSE EMERGING MARKETS ETF | 85K | $5M | 3.1% | −1% |
| 5 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 63K | $4M | 2.7% | −7% |
| 6 | ACWX | ISHARES MSCI ACWI EX US | 56K | $4M | 2.6% | ±0% |
| 7 | SUSA | ISHARES MSCI USA ESG SELECT ETF | 24K | $3M | 2.1% | ±0% |
| 8 | SCHF | SCHWAB INTERNATIONAL EQUITY ETF | 107K | $3M | 1.8% | ±0% |
| 9 | MSFT | MICROSOFT CORP COM | 6K | $2M | 1.6% | ±0% |
| 10 | SCHX | SCHWAB U.S. LARGE-CAP ETF | 90K | $2M | 1.5% | −31% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE VERITY SIGNAL
AC read
VERITY Wealth Advisors is a Other fund managing $149 million in assets. The fund runs a portfolio of 75 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed