Verity Wealth Advisors Top Holdings and 13F Report (2026)

About Verity Wealth Advisors

Investment Activity

Verity Wealth Advisors has $165.57 million in total holdings as of June 30, 2026.
Verity Wealth Advisors owns shares of 81 different stocks, but just 22 companies or ETFs make up 80% of its holdings.
Approximately 2.09% of the portfolio was purchased this quarter.
About 3.31% of the portfolio was sold this quarter.
This quarter, Verity Wealth Advisors has purchased 81 new stocks and bought additional shares in 25 stocks.
Verity Wealth Advisors sold shares of 11 stocks and completely divested from 5 stocks this quarter.

Largest Holdings

Vanguard Total Stock Market ETF: $46,052,196
iShares Core S&P 500 ETF: $28,289,980
Vanguard FTSE All-World ex-US ETF: $13,826,088
Vanguard FTSE Emerging Markets ETF: $5,069,830
Vanguard FTSE Developed Markets ETF: $4,489,605

Largest New Holdings this Quarter

30233Q108 - EXXONMOBIL HOLDINGS CORP COM SHS: $310,901 Holding
58933Y105 - Merck & Co., Inc.: $234,127 Holding
46434G863 - iShares ESG Aware MSCI EM ETF: $222,173 Holding
00287Y109 - AbbVie: $219,430 Holding
680277100 - Old Second Bancorp: $205,566 Holding

Largest Purchases this Quarter

Schwab International Equity ETF: 20,674 shares (about $572.67K)
EXXONMOBIL HOLDINGS CORP COM SHS: 2,274 shares (about $310.90K)
Vanguard FTSE All-World ex-US ETF: 3,605 shares (about $301.92K)
Vanguard Mid-Cap ETF: 3,611 shares (about $290.94K)
iShares International Treasury Bond ETF: 7,043 shares (about $288.97K)

Largest Sales this Quarter

iShares 0-5 Year TIPS Bond ETF: 7,258 shares (about $741.48K)
Vanguard Total Stock Market ETF: 1,887 shares (about $698.27K)
iShares Core MSCI EAFE ETF: 7,190 shares (about $694.41K)
Berkshire Hathaway: 850 shares (about $425.33K)
iShares Biotechnology ETF: 1,083 shares (about $205.99K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
VTI Vanguard Total Stock Market ETF	$46,052,196	$698,265 â–¼	-1.5%	124,452	27.8%	ETF
IVV iShares Core S&P 500 ETF	$28,289,980		0.0%	37,776	17.1%	ETF
VEU Vanguard FTSE All-World ex-US ETF	$13,826,088	$301,918 â–²	2.2%	165,088	8.4%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$5,069,830		0.0%	84,936	3.1%	ETF
VEA Vanguard FTSE Developed Markets ETF	$4,489,605		0.0%	63,012	2.7%	ETF
ACWX iShares MSCI ACWI ex U.S. ETF	$4,300,844	$12,558 â–²	0.3%	56,508	2.6%	ETF
SUSA iShares MSCI USA ESG Select ETF	$3,589,481	$44,901 â–¼	-1.2%	23,263	2.2%	ETF
SCHF Schwab International Equity ETF	$3,530,171	$572,670 â–²	19.4%	127,443	2.1%	ETF
SCHX Schwab US Large-Cap ETF	$2,589,811	$63,628 â–¼	-2.4%	87,999	1.6%	ETF
MSFT Microsoft	$2,399,265	$57,072 â–²	2.4%	6,432	1.4%	Technology
VNQ Vanguard Real Estate ETF	$2,219,860	$16,586 â–²	0.8%	23,020	1.3%	ETF
HEFA iShares Currency Hedged MSCI EAFE ETF	$1,877,016		0.0%	40,000	1.1%	ETF
USXF iShares ESG Advanced MSCI USA ETF	$1,838,133	$16,043 â–²	0.9%	26,467	1.1%	ETF
JNJ Johnson & Johnson	$1,768,647		0.0%	6,964	1.1%	Healthcare
DFAX Dimensional World ex U.S. Core Equity 2 ETF	$1,610,608		0.0%	43,719	1.0%	ETF
VXUS Vanguard Total International Stock ETF	$1,542,667		0.0%	18,045	0.9%	ETF
VGSH Vanguard Short-Term Treasury ETF	$1,474,264	$79,792 â–¼	-5.1%	25,331	0.9%	ETF
QCOM Qualcomm	$1,440,438		0.0%	7,795	0.9%	Technology
VOO Vanguard S&P 500 ETF	$1,363,318		0.0%	1,985	0.8%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$1,318,140	$4,970 â–²	0.4%	15,912	0.8%	ETF
INTC Intel	$1,212,687	$33,092 â–²	2.8%	8,685	0.7%	Technology
USMV iShares MSCI USA Min Vol Factor ETF	$1,167,356		0.0%	12,102	0.7%	ETF
IXUS iShares Core MSCI Total International Stock ETF	$1,147,952	$84,369 â–²	7.9%	12,028	0.7%	ETF
DMXF iShares ESG Advanced MSCI EAFE ETF	$1,136,009	$7,783 â–²	0.7%	13,428	0.7%	ETF
BND Vanguard Total Bond Market ETF	$1,102,760	$37,879 â–¼	-3.3%	15,022	0.7%	ETF
VCSH Vanguard Short-Term Corporate Bond ETF	$1,080,828	$2,845 â–²	0.3%	13,676	0.7%	ETF
IGOV iShares International Treasury Bond ETF	$1,035,802	$288,974 â–²	38.7%	25,245	0.6%	ETF
ISHG iShares 1-3 Year International Treasury Bond ETF	$973,278	$216,647 â–²	28.6%	13,109	0.6%	ETF
LNT Alliant Energy	$932,645		0.0%	12,225	0.6%	Utilities
PEP PepsiCo	$910,700		0.0%	6,726	0.6%	Consumer Staples
DSI iShares ESG MSCI KLD 400 ETF	$904,888		0.0%	6,355	0.5%	ETF
ICF iShares Select U.S. REIT ETF	$901,062	$2,705 â–²	0.3%	13,323	0.5%	ETF
SCHZ Schwab U.S. Aggregate Bond ETF	$862,853	$69,343 â–²	8.7%	37,305	0.5%	ETF
STT State Street	$841,894		0.0%	4,964	0.5%	Finance
PICB Invesco International Corporate Bond ETF	$828,896	$77,794 â–²	10.4%	35,790	0.5%	ETF
EFV iShares MSCI EAFE Value ETF	$812,272		0.0%	10,611	0.5%	ETF
CTAS Cintas	$797,675	$158,855 â–¼	-16.6%	4,690	0.5%	Industrials
IVE iShares S&P 500 Value ETF	$782,903		0.0%	3,448	0.5%	ETF
ESGD iShares ESG Aware MSCI EAFE ETF	$764,033	$9,972 â–²	1.3%	7,432	0.5%	ETF
BSV Vanguard Short-Term Bond ETF	$760,947		0.0%	9,767	0.5%	ETF
IBB iShares Biotechnology ETF	$734,183	$205,990 â–¼	-21.9%	3,860	0.4%	ETF
IWV iShares Russell 3000 ETF	$703,986		0.0%	1,651	0.4%	ETF
ITOT iShares Core S&P Total U.S. Stock Market ETF	$684,185		0.0%	4,165	0.4%	ETF
GILD Gilead Sciences	$674,403		0.0%	5,338	0.4%	Healthcare
STIP iShares 0-5 Year TIPS Bond ETF	$672,519	$741,477 â–¼	-52.4%	6,583	0.4%	ETF
AAPL Apple	$670,736		0.0%	2,318	0.4%	Technology
SUSB iShares ESG Aware 1-5 Year USD Corporate Bond ETF	$657,787		0.0%	26,322	0.4%	ETF
XLK Technology Select Sector SPDR Fund	$614,427	$14,289 â–²	2.4%	3,225	0.4%	ETF
BNDX Vanguard Total International Bond ETF	$588,271		0.0%	12,147	0.4%	ETF
BRK.B Berkshire Hathaway	$492,884	$425,331 â–¼	-46.3%	985	0.3%	Finance
XT iShares Exponential Technologies ETF	$478,097		0.0%	5,786	0.3%	ETF
COST Costco Wholesale	$467,735		0.0%	500	0.3%	Consumer Staples
CPNG Coupang	$459,002		0.0%	26,425	0.3%	Consumer Discretionary
IEFA iShares Core MSCI EAFE ETF	$438,377	$694,411 â–¼	-61.3%	4,539	0.3%	ETF
AMZN Amazon.com	$424,245		0.0%	1,780	0.3%	Consumer Discretionary
VO Vanguard Mid-Cap ETF	$406,316	$290,939 â–²	252.2%	5,043	0.2%	ETF
USRT iShares Core U.S. REIT ETF	$398,434		0.0%	5,996	0.2%	ETF
TMO Thermo Fisher Scientific	$354,462	$94,757 â–¼	-21.1%	707	0.2%	Healthcare
GE GE Aerospace	$348,690		0.0%	933	0.2%	Industrials
VTIP Vanguard Short-Term Inflation-Protected Securities ETF	$341,614	$128,689 â–²	60.4%	6,801	0.2%	ETF
GE VERNOVA INC COM	$314,862	$41,120 â–²	15.0%	268	0.2%	Stock
VB Vanguard Small-Cap ETF	$313,729	$6,062 â–²	2.0%	1,035	0.2%	ETF
EXXONMOBIL HOLDINGS CORP COM SHS	$310,901	$310,901 â–²	New Holding	2,274	0.2%	Stock
SCHB Schwab US Broad Market ETF	$307,555		0.0%	10,620	0.2%	ETF
EPP iShares MSCI Pacific ex Japan ETF	$305,712		0.0%	5,740	0.2%	ETF
GOOGL Alphabet	$300,191		0.0%	840	0.2%	Communication Services
GOOG Alphabet	$289,731		0.0%	820	0.2%	Communication Services
ICLN iShares Global Clean Energy ETF	$279,770	$348 â–²	0.1%	13,654	0.2%	ETF
SUB iShares Short-Term National Muni Bond ETF	$273,415		0.0%	2,568	0.2%	ETF
MEAR iShares Short Maturity Municipal Bond Active ETF	$271,196		0.0%	5,383	0.2%	ETF
USFR WisdomTree Floating Rate Treasury Fund	$265,193		0.0%	5,267	0.2%	ETF
IJR iShares Core S&P Small-Cap ETF	$243,228		0.0%	1,640	0.1%	ETF
VZ Verizon Communications	$242,439		0.0%	5,726	0.1%	Communication Services
MRK Merck & Co., Inc.	$234,127	$234,127 â–²	New Holding	1,822	0.1%	Healthcare
ESGE iShares ESG Aware MSCI EM ETF	$222,173	$222,173 â–²	New Holding	4,062	0.1%	ETF
ABBV AbbVie	$219,430	$219,430 â–²	New Holding	872	0.1%	Healthcare
T AT&T	$215,446	$9,232 â–²	4.5%	10,408	0.1%	Communication Services
SLB SLB	$213,900		0.0%	4,601	0.1%	Energy
OSBC Old Second Bancorp	$205,566	$205,566 â–²	New Holding	8,815	0.1%	Finance
MUB iShares National Muni Bond ETF	$205,337	$1,614 â–²	0.8%	1,908	0.1%	ETF
FIGMA INC CLASS A COM STK	$180,900		0.0%	10,000	0.1%	Stock
DFUV Dimensional US Marketwide Value ETF	$0	$619,077 â–¼	-100.0%	0	0.0%	ETF
VGT Vanguard Information Technology ETF	$0	$551,199 â–¼	-100.0%	0	0.0%	ETF
XOM ExxonMobil	$0	$385,807 â–¼	-100.0%	0	0.0%	Energy
DFIV Dimensional International Value ETF	$0	$357,373 â–¼	-100.0%	0	0.0%	ETF
SPY SPDR S&P 500 ETF Trust	$0	$327,121 â–¼	-100.0%	0	0.0%	ETF

Showing largest 100 holdings. View all holdings.

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Verity Wealth Advisors Top Holdings and 13F Report (2026)

About Verity Wealth Advisors

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Verity Wealth Advisors Top Holdings and 13F Report (2026)

About Verity Wealth Advisors

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofVerity Wealth Advisors

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools