Verity Wealth Advisors Top Holdings and 13F Report (2025) About Verity Wealth AdvisorsInvestment ActivityVerity Wealth Advisors has $158.33 million in total holdings as of September 30, 2025.Verity Wealth Advisors owns shares of 78 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Approximately 1.01% of the portfolio was purchased this quarter.About 1.28% of the portfolio was sold this quarter.This quarter, Verity Wealth Advisors has purchased 75 new stocks and bought additional shares in 9 stocks.Verity Wealth Advisors sold shares of 10 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard Total Stock Market ETF $43,518,635iShares Core S&P 500 ETF $25,332,925Vanguard FTSE All-World ex-US ETF $11,666,680Vanguard FTSE Emerging Markets ETF $4,665,819Microsoft $4,262,729 Largest New Holdings this Quarter 316841105 - FIGMA INC CLASS A COM STK $518,700 Holding458140100 - Intel $283,430 Holding02079K305 - Alphabet $204,204 Holding00287Y109 - AbbVie $201,903 Holding Largest Purchases this Quarter FIGMA INC CLASS A COM STK 10,000 shares (about $518.70K)Intel 8,448 shares (about $283.43K)Vanguard Total International Stock ETF 3,197 shares (about $234.85K)Alphabet 840 shares (about $204.20K)AbbVie 872 shares (about $201.90K) Largest Sales this Quarter iShares Exponential Technologies ETF 7,479 shares (about $538.04K)iShares Global Clean Energy ETF 25,697 shares (about $397.79K)iShares Short Maturity Municipal Bond Active ETF 6,042 shares (about $305.18K)Vanguard Short-Term Treasury ETF 2,319 shares (about $136.47K)Schwab U.S. Aggregate Bond ETF 3,177 shares (about $74.56K) Sector Allocation Over TimeMap of 500 Largest Holdings ofVerity Wealth Advisors Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$43,518,635$1,969 ▼0.0%132,61027.5%ETFIVViShares Core S&P 500 ETF$25,332,9250.0%37,85016.0%ETFVEUVanguard FTSE All-World ex-US ETF$11,666,680$8,778 ▼-0.1%163,4687.4%ETFVWOVanguard FTSE Emerging Markets ETF$4,665,8190.0%86,1172.9%ETFMSFTMicrosoft$4,262,7290.0%8,2302.7%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$4,070,4850.0%67,9322.6%ETFACWXiShares MSCI ACWI ex U.S. ETF$3,647,7710.0%56,1112.3%ManufacturingSCHXSchwab US Large-Cap ETF$3,441,0580.0%130,6402.2%ETFSUSAiShares MSCI USA ESG Select ETF$3,195,1000.0%23,5542.0%ETFHEFAiShares Currency Hedged MSCI EAFE ETF$2,856,036$21,350 ▲0.8%72,1041.8%ETFSCHFSchwab International Equity ETF$2,490,4480.0%106,9781.6%ETFVNQVanguard Real Estate ETF$2,248,873$68,292 ▲3.1%24,5991.4%ETFVGSHVanguard Short-Term Treasury ETF$1,509,385$136,473 ▼-8.3%25,6481.0%ETFUSXFiShares ESG Advanced MSCI USA ETF$1,491,8370.0%26,0310.9%ManufacturingSCHBSchwab US Broad Market ETF$1,442,0220.0%56,0880.9%ETFSTIPiShares 0-5 Year TIPS Bond ETF$1,430,6060.0%13,8410.9%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$1,371,9020.0%43,7190.9%ETFJNJJohnson & Johnson$1,309,9920.0%7,0650.8%MedicalQCOMQUALCOMM$1,296,7760.0%7,7950.8%Computer and TechnologyIBBiShares Biotechnology ETF$1,284,6420.0%8,8980.8%FinanceVOOVanguard S&P 500 ETF$1,215,5740.0%1,9850.8%ETFBNDVanguard Total Bond Market ETF$1,194,523$8,552 ▲0.7%16,0620.8%ETFBSVVanguard Short-Term Bond ETF$1,176,0750.0%14,9040.7%ETFCTASCintas$1,154,3820.0%5,6240.7%Business ServicesUSMViShares MSCI USA Min Vol Factor ETF$1,151,381$1,522 ▼-0.1%12,1020.7%ETFGEGE Aerospace$1,122,9610.0%3,7330.7%AerospaceLNTAlliant Energy$1,108,4230.0%16,4430.7%UtilitiesVCSHVanguard Short-Term Corporate Bond ETF$1,084,736$2,718 ▲0.3%13,5710.7%ETFOEFiShares S&P 100 ETF$1,036,6030.0%3,1140.7%ETFDMXFiShares ESG Advanced MSCI EAFE ETF$1,004,7670.0%13,2660.6%ManufacturingPEPPepsiCo$960,1880.0%6,8370.6%Consumer StaplesBRK.BBerkshire Hathaway$922,5280.0%1,8350.6%FinanceDSIiShares ESG MSCI KLD 400 ETF$919,3090.0%7,2990.6%ETFIXUSiShares Core MSCI Total International Stock ETF$913,913$41,373 ▲4.7%11,0670.6%ManufacturingXOMExxon Mobil$895,2350.0%7,9400.6%EnergyCPNGCoupang$850,8850.0%26,4250.5%Retail/WholesaleSCHZSchwab U.S. Aggregate Bond ETF$842,341$74,564 ▼-8.1%35,8900.5%ETFVXUSVanguard Total International Stock ETF$838,105$234,852 ▲38.9%11,4090.5%ETFICFiShares Select U.S. REIT ETF$812,081$2,834 ▲0.4%13,1790.5%ETFIEMGiShares Core MSCI Emerging Markets ETF$790,8040.0%11,9960.5%ETFESGDiShares ESG Aware MSCI EAFE ETF$682,0080.0%7,3350.4%ManufacturingSUSBiShares ESG Aware 1-5 Year USD Corporate Bond ETF$666,2100.0%26,3220.4%ManufacturingIWViShares Russell 3000 ETF$625,6300.0%1,6510.4%ETFCMFiShares California Muni Bond ETF$622,5920.0%10,9150.4%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$606,632$17,041 ▼-2.7%4,1650.4%ETFGILDGilead Sciences$592,5180.0%5,3380.4%MedicalAAPLApple$590,2320.0%2,3180.4%Computer and TechnologyVGTVanguard Information Technology ETF$589,8380.0%7900.4%ETFSTTState Street$575,8740.0%4,9640.4%FinanceGE VERNOVA INC COM$573,7020.0%9330.4%StockDFUVDimensional US Marketwide Value ETF$570,9150.0%12,7750.4%ETFPFFiShares Preferred and Income Securities ETF$565,302$15,810 ▼-2.7%17,8780.4%ETFFIGMA INC CLASS A COM STK$518,700$518,700 ▲New Holding10,0000.3%StockCOSTCostco Wholesale$462,8150.0%5000.3%Retail/WholesaleXLKTechnology Select Sector SPDR Fund$443,9300.0%1,5750.3%ETFTMOThermo Fisher Scientific$434,5780.0%8960.3%MedicalVOVanguard Mid-Cap ETF$417,355$1,175 ▲0.3%1,4210.3%ETFPICBInvesco International Corporate Bond ETF$411,9970.0%17,2890.3%ETFISHGiShares 1-3 Year International Treasury Bond ETF$411,2200.0%5,3980.3%ETFIGOViShares International Treasury Bond ETF$409,0030.0%9,6010.3%ETFAMZNAmazon.com$390,8350.0%1,7800.2%Retail/WholesaleIEFAiShares Core MSCI EAFE ETF$353,6060.0%4,0500.2%ETFUSRTiShares Core U.S. REIT ETF$352,0850.0%5,9960.2%ETFDFIVDimensional International Value ETF$312,2790.0%6,7710.2%ETFXTiShares Exponential Technologies ETF$309,417$538,045 ▼-63.5%4,3010.2%ManufacturingBNDXVanguard Total International Bond ETF$303,093$5,045 ▲1.7%6,1280.2%ETFEPPiShares MSCI Pacific ex Japan ETF$295,9540.0%5,7400.2%FinanceINTCIntel$283,430$283,430 ▲New Holding8,4480.2%Computer and TechnologyTAT&T$281,3270.0%9,9620.2%Computer and TechnologySUBiShares Short-Term National Muni Bond ETF$274,2110.0%2,5680.2%ETFMEARiShares Short Maturity Municipal Bond Active ETF$271,895$305,181 ▼-52.9%5,3830.2%ETFUSFRWisdomTree Floating Rate Treasury Fund$264,7720.0%5,2670.2%FinanceVBVanguard Small-Cap ETF$258,0940.0%1,0150.2%ETFVZVerizon Communications$251,6580.0%5,7260.2%Computer and TechnologyVTIPVanguard Short-Term Inflation-Protected Securities ETF$214,6210.0%4,2390.1%ManufacturingICLNiShares Global Clean Energy ETF$211,101$397,790 ▼-65.3%13,6370.1%ETFGOOGLAlphabet$204,204$204,204 ▲New Holding8400.1%Computer and TechnologyABBVAbbVie$201,903$201,903 ▲New Holding8720.1%MedicalIGFiShares Global Infrastructure ETF$0$536,885 ▼-100.0%00.0%ManufacturingShowing largest 100 holdings. 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