Verity Wealth Advisors Top Holdings and 13F Report (2025) About Verity Wealth AdvisorsInvestment ActivityVerity Wealth Advisors has $148.87 million in total holdings as of June 30, 2025.Verity Wealth Advisors owns shares of 75 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Approximately 1.73% of the portfolio was purchased this quarter.About 0.65% of the portfolio was sold this quarter.This quarter, Verity Wealth Advisors has purchased 72 new stocks and bought additional shares in 14 stocks.Verity Wealth Advisors sold shares of 7 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $40,306,001iShares Core S&P 500 ETF $23,500,991Vanguard FTSE All-World ex-US ETF $10,996,609Vanguard FTSE Emerging Markets ETF $4,259,347Microsoft $4,093,684 Largest New Holdings this Quarter 46138E636 - Invesco International Corporate Bond ETF $418,048 Holding464288117 - iShares International Treasury Bond ETF $413,803 Holding464288125 - iShares 1-3 Year International Treasury Bond ETF $413,271 Holding Largest Purchases this Quarter Vanguard FTSE All-World ex-US ETF 9,861 shares (about $662.86K)Invesco International Corporate Bond ETF 17,289 shares (about $418.05K)iShares International Treasury Bond ETF 9,601 shares (about $413.80K)iShares 1-3 Year International Treasury Bond ETF 5,398 shares (about $413.27K)Vanguard Total International Stock ETF 3,040 shares (about $210.03K) Largest Sales this Quarter Microsoft 911 shares (about $453.14K)Vanguard Total Stock Market ETF 1,228 shares (about $373.23K)Schwab International Equity ETF 4,147 shares (about $91.65K)Cintas 122 shares (about $27.19K)iShares Core S&P 500 ETF 34 shares (about $21.11K) 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$40,306,001$373,226 ▼-0.9%132,61627.1%ETFIVViShares Core S&P 500 ETF$23,500,991$21,111 ▼-0.1%37,85015.8%ETFVEUVanguard FTSE All-World ex-US ETF$10,996,609$662,858 ▲6.4%163,5917.4%ETFVWOVanguard FTSE Emerging Markets ETF$4,259,347$544 ▼0.0%86,1172.9%ETFMSFTMicrosoft$4,093,684$453,140 ▼-10.0%8,2302.7%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$3,872,803$5,245 ▼-0.1%67,9322.6%ETFACWXiShares MSCI ACWI ex U.S. ETF$3,419,400$12,676 ▲0.4%56,1112.3%ManufacturingSCHXSchwab US Large-Cap ETF$3,192,8420.0%130,6402.1%ETFSUSAiShares MSCI USA ESG Select ETF$2,985,4700.0%23,5542.0%ETFHEFAiShares Currency Hedged MSCI EAFE ETF$2,716,6140.0%71,5651.8%ETFSCHFSchwab International Equity ETF$2,364,214$91,649 ▼-3.7%106,9781.6%ETFVNQVanguard Real Estate ETF$2,124,268$147,217 ▲7.4%23,8521.4%ETFVGSHVanguard Short-Term Treasury ETF$1,643,900$161,057 ▲10.9%27,9671.1%ETFSTIPiShares 0-5 Year TIPS Bond ETF$1,424,3770.0%13,8411.0%ETFUSXFiShares ESG Advanced MSCI USA ETF$1,403,8520.0%26,0310.9%ManufacturingSCHBSchwab US Broad Market ETF$1,336,5770.0%56,0880.9%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$1,284,0270.0%43,7190.9%ETFCTASCintas$1,253,421$27,190 ▼-2.1%5,6240.8%Business ServicesQCOMQUALCOMM$1,241,4320.0%7,7950.8%Computer and TechnologyBNDVanguard Total Bond Market ETF$1,174,206$8,320 ▲0.7%15,9470.8%ETFBSVVanguard Short-Term Bond ETF$1,172,945$18,180 ▲1.6%14,9040.8%ETFUSMViShares MSCI USA Min Vol Factor ETF$1,137,513$10,044 ▲0.9%12,1180.8%ETFVOOVanguard S&P 500 ETF$1,127,5400.0%1,9850.8%ETFIBBiShares Biotechnology ETF$1,125,7190.0%8,8980.8%FinanceJNJJohnson & Johnson$1,079,1790.0%7,0650.7%MedicalVCSHVanguard Short-Term Corporate Bond ETF$1,076,173$2,703 ▲0.3%13,5370.7%ETFLNTAlliant Energy$994,3080.0%16,4430.7%UtilitiesDMXFiShares ESG Advanced MSCI EAFE ETF$987,5210.0%13,2660.7%ManufacturingGEGE Aerospace$960,8370.0%3,7330.6%AerospaceOEFiShares S&P 100 ETF$947,8730.0%3,1140.6%ETFSCHZSchwab U.S. Aggregate Bond ETF$907,909$17,337 ▲1.9%39,0670.6%ETFPEPPepsiCo$902,7570.0%6,8370.6%Consumer StaplesBRK.BBerkshire Hathaway$891,3880.0%1,8350.6%FinanceXOMExxon Mobil$855,9320.0%7,9400.6%EnergyDSIiShares ESG MSCI KLD 400 ETF$847,8520.0%7,2990.6%ETFIXUSiShares Core MSCI Total International Stock ETF$816,857$64,322 ▲8.5%10,5660.5%ManufacturingICFiShares Select U.S. REIT ETF$803,226$2,569 ▲0.3%13,1330.5%ETFCPNGCoupang$791,6930.0%26,4250.5%Retail/WholesaleXTiShares Exponential Technologies ETF$768,6450.0%11,7800.5%ManufacturingIEMGiShares Core MSCI Emerging Markets ETF$720,145$5,463 ▲0.8%11,9960.5%ETFSUSBiShares ESG Aware 1-5 Year USD Corporate Bond ETF$662,5250.0%26,3220.4%ManufacturingESGDiShares ESG Aware MSCI EAFE ETF$654,4290.0%7,3350.4%ManufacturingCMFiShares California Muni Bond ETF$608,4020.0%10,9150.4%ETFGILDGilead Sciences$591,8240.0%5,3380.4%MedicalIWViShares Russell 3000 ETF$579,5010.0%1,6510.4%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$578,2410.0%4,2820.4%ETFMEARiShares Short Maturity Municipal Bond Active ETF$574,3350.0%11,4250.4%ETFVXUSVanguard Total International Stock ETF$567,367$210,034 ▲58.8%8,2120.4%ETFPFFiShares Preferred and Income Securities ETF$563,8370.0%18,3780.4%ETFDFUVDimensional US Marketwide Value ETF$540,1270.0%12,7750.4%ETFIGFiShares Global Infrastructure ETF$536,8850.0%9,0690.4%ManufacturingSTTState Street$527,8720.0%4,9640.4%FinanceVGTVanguard Information Technology ETF$523,9910.0%7900.4%ETFICLNiShares Global Clean Energy ETF$515,6690.0%39,3340.3%ETFCOSTCostco Wholesale$494,9700.0%5000.3%Retail/WholesaleGE VERNOVA INC COM$493,6970.0%9330.3%StockAAPLApple$475,5840.0%2,3180.3%Computer and TechnologyPICBInvesco International Corporate Bond ETF$418,048$418,048 ▲New Holding17,2890.3%ETFIGOViShares International Treasury Bond ETF$413,803$413,803 ▲New Holding9,6010.3%ETFISHGiShares 1-3 Year International Treasury Bond ETF$413,271$413,271 ▲New Holding5,3980.3%ETFXLKTechnology Select Sector SPDR Fund$398,8370.0%1,5750.3%ETFVOVanguard Mid-Cap ETF$396,5480.0%1,4170.3%ETFAMZNAmazon.com$390,5140.0%1,7800.3%Retail/WholesaleTMOThermo Fisher Scientific$363,2920.0%8960.2%MedicalUSRTiShares Core U.S. REIT ETF$339,1340.0%5,9960.2%ETFIEFAiShares Core MSCI EAFE ETF$338,0940.0%4,0500.2%ETFBNDXVanguard Total International Bond ETF$298,344$396 ▲0.1%6,0260.2%ETFDFIVDimensional International Value ETF$290,0020.0%6,7710.2%ETFTAT&T$288,3000.0%9,9620.2%Computer and TechnologyEPPiShares MSCI Pacific ex Japan ETF$283,3840.0%5,7400.2%FinanceSUBiShares Short-Term National Muni Bond ETF$273,0810.0%2,5680.2%ETFUSFRWisdomTree Floating Rate Treasury Fund$264,9830.0%5,2670.2%FinanceVZVerizon Communications$247,7640.0%5,7260.2%Computer and TechnologyVBVanguard Small-Cap ETF$240,5350.0%1,0150.2%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$213,0950.0%4,2390.1%ManufacturingShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
MarketBeat All Access