§ 13F · FUND PROFILE
VERITY Wealth Advisors.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $148.9T (13F)Positions · 75Turnover · — · Q4Filed · Jan 7, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$161.2T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD TOTAL STOCK MARKET ETF | 130K | $43.7T | 27.1% | NEW |
| 2 | IVV | ISHARES CORE S&P 500 ETF | 38K | $25.9T | 16.1% | NEW |
| 3 | VEU | VANGUARD FTSE ALL-WORLD EX-US | 164K | $12.0T | 7.5% | NEW |
| 4 | VWO | VANGUARD FTSE EMERGING MARKETS ETF | 86K | $4.6T | 2.9% | NEW |
| 5 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 68K | $4.2T | 2.6% | NEW |
| 6 | ACWX | ISHARES MSCI ACWI EX US | 56K | $3.8T | 2.3% | NEW |
| 7 | SCHX | SCHWAB U.S. LARGE-CAP ETF | 131K | $3.5T | 2.2% | NEW |
| 8 | SUSA | ISHARES MSCI USA ESG SELECT ETF | 24K | $3.3T | 2.0% | NEW |
| 9 | MSFT | MICROSOFT CORP COM | 6K | $3.0T | 1.9% | NEW |
| 10 | HEFA | ISHARES CURRENCY HEDGED MSCI EAFE ETF | 73K | $3.0T | 1.9% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE VERITY SIGNAL
AC read
VERITY Wealth Advisors is a Other fund managing $148870.3 trillion in assets. The fund runs a portfolio of 75 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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