Verity Wealth Advisors Top Holdings and 13F Report (2026) About Verity Wealth AdvisorsInvestment ActivityVerity Wealth Advisors has $149.74 million in total holdings as of March 31, 2026.Verity Wealth Advisors owns shares of 81 different stocks, but just 25 companies or ETFs make up 80% of its holdings.Approximately 2.46% of the portfolio was purchased this quarter.About 7.85% of the portfolio was sold this quarter.This quarter, Verity Wealth Advisors has purchased 81 new stocks and bought additional shares in 15 stocks.Verity Wealth Advisors sold shares of 21 stocks and completely divested from 3 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $40,530,942iShares Core S&P 500 ETF $24,675,583Vanguard FTSE All-World ex-US ETF $12,127,391Vanguard FTSE Emerging Markets ETF $4,590,791Vanguard FTSE Developed Markets ETF $4,037,809 Largest New Holdings this Quarter 78462F103 - SPDR S&P 500 ETF Trust $327,121 Holding806857108 - SLB $236,445 Holding464287804 - iShares Core S&P Small-Cap ETF $203,868 Holding Largest Purchases this Quarter iShares Core MSCI EAFE ETF 7,679 shares (about $695.18K)Vanguard Total International Stock ETF 6,636 shares (about $511.70K)iShares 1-3 Year International Treasury Bond ETF 4,793 shares (about $355.56K)iShares International Treasury Bond ETF 8,601 shares (about $353.16K)Invesco International Corporate Bond ETF 15,142 shares (about $349.78K) Largest Sales this Quarter iShares Currency Hedged MSCI EAFE ETF 32,685 shares (about $1.39M)Vanguard Total Stock Market ETF 4,213 shares (about $1.35M)Schwab US Broad Market ETF 45,468 shares (about $1.14M)Schwab US Large-Cap ETF 40,452 shares (about $1.04M)ExxonMobil 5,666 shares (about $961.29K) 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$40,530,942$1,351,577 ▼-3.2%126,33927.1%ETFIVViShares Core S&P 500 ETF$24,675,583$48,337 ▼-0.2%37,77616.5%ETFVEUVanguard FTSE All-World ex-US ETF$12,127,391$152,153 ▼-1.2%161,4838.1%ETFVWOVanguard FTSE Emerging Markets ETF$4,590,791$63,833 ▼-1.4%84,9363.1%ETFVEAVanguard FTSE Developed Markets ETF$4,037,809$315,274 ▼-7.2%63,0122.7%ETFACWXiShares MSCI ACWI ex U.S. ETF$3,857,7930.0%56,3432.6%ManufacturingSUSAiShares MSCI USA ESG Select ETF$3,111,4830.0%23,5542.1%ETFSCHFSchwab International Equity ETF$2,642,5330.0%106,7691.8%ETFMSFTMicrosoft$2,324,2970.0%6,2791.6%Computer and TechnologySCHXSchwab US Large-Cap ETF$2,311,728$1,037,189 ▼-31.0%90,1611.5%ETFVNQVanguard Real Estate ETF$2,026,626$165,337 ▼-7.5%22,8481.4%ETFJNJJohnson & Johnson$1,702,280$24,688 ▼-1.4%6,9641.1%MedicalHEFAiShares Currency Hedged MSCI EAFE ETF$1,699,814$1,388,961 ▼-45.0%40,0001.1%ETFVGSHVanguard Short-Term Treasury ETF$1,563,135$61,701 ▲4.1%26,7021.0%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$1,485,1340.0%43,7191.0%ETFUSXFiShares ESG Advanced MSCI USA ETF$1,448,227$11,316 ▲0.8%26,2361.0%ManufacturingSTIPiShares 0-5 Year TIPS Bond ETF$1,431,5750.0%13,8411.0%ETFVXUSVanguard Total International Stock ETF$1,391,450$511,702 ▲58.2%18,0450.9%ETFVOOVanguard S&P 500 ETF$1,186,1370.0%1,9850.8%ETFBNDVanguard Total Bond Market ETF$1,144,236$41,975 ▼-3.5%15,5380.8%ETFUSMViShares MSCI USA Min Vol Factor ETF$1,122,3360.0%12,1020.7%ETFIEMGiShares Core MSCI Emerging Markets ETF$1,105,709$259,896 ▲30.7%15,8520.7%ETFVCSHVanguard Short-Term Corporate Bond ETF$1,081,262$1,744 ▲0.2%13,6400.7%ETFIEFAiShares Core MSCI EAFE ETF$1,061,826$695,180 ▲189.6%11,7290.7%ETFPEPPepsiCo$1,044,481$17,237 ▼-1.6%6,7260.7%Consumer StaplesDMXFiShares ESG Advanced MSCI EAFE ETF$1,006,201$5,281 ▲0.5%13,3360.7%ManufacturingQCOMQualcomm$1,003,8400.0%7,7950.7%Computer and TechnologyIXUSiShares Core MSCI Total International Stock ETF$965,516$22,353 ▲2.4%11,1440.6%ManufacturingCTASCintas$951,2430.0%5,6240.6%Business ServicesBRK.BBerkshire Hathaway$879,3320.0%1,8350.6%FinanceLNTAlliant Energy$877,266$302,684 ▼-25.7%12,2250.6%UtilitiesIBBiShares Biotechnology ETF$834,669$667,837 ▼-44.4%4,9430.6%FinanceICFiShares Select U.S. REIT ETF$822,086$1,362 ▲0.2%13,2830.5%ETFSCHZSchwab U.S. Aggregate Bond ETF$796,597$37,314 ▼-4.5%34,3070.5%ETFEFViShares MSCI EAFE Value ETF$788,928$1,784 ▼-0.2%10,6110.5%ETFDSIiShares ESG MSCI KLD 400 ETF$770,1620.0%6,3550.5%ETFBSVVanguard Short-Term Bond ETF$765,830$377,544 ▼-33.0%9,7670.5%ETFISHGiShares 1-3 Year International Treasury Bond ETF$756,011$355,565 ▲88.8%10,1910.5%ETFPICBInvesco International Corporate Bond ETF$749,156$349,780 ▲87.6%32,4310.5%ETFIGOViShares International Treasury Bond ETF$747,374$353,157 ▲89.6%18,2020.5%ETFGILDGilead Sciences$743,9570.0%5,3380.5%MedicalIVEiShares S&P 500 Value ETF$728,045$845 ▼-0.1%3,4480.5%ETFESGDiShares ESG Aware MSCI EAFE ETF$701,3730.0%7,3350.5%ManufacturingSUSBiShares ESG Aware 1-5 Year USD Corporate Bond ETF$659,7610.0%26,3220.4%ManufacturingSTTState Street$628,2440.0%4,9640.4%FinanceDFUVDimensional US Marketwide Value ETF$619,0770.0%12,7750.4%ETFIWViShares Russell 3000 ETF$611,9930.0%1,6510.4%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$593,2210.0%4,1650.4%ETFAAPLApple$588,2850.0%2,3180.4%Computer and TechnologyBNDXVanguard Total International Bond ETF$583,655$289,065 ▲98.1%12,1470.4%ETFVGTVanguard Information Technology ETF$551,1990.0%7900.4%ETFCPNGCoupang$498,9040.0%26,4250.3%Retail/WholesaleCOSTCostco Wholesale$498,2150.0%5000.3%Retail/WholesaleTMOThermo Fisher Scientific$440,4110.0%8960.3%MedicalXLKTechnology Select Sector SPDR Fund$418,6350.0%3,1500.3%ETFVOVanguard Mid-Cap ETF$411,205$1,149 ▲0.3%1,4320.3%ETFXTiShares Exponential Technologies ETF$394,3120.0%5,7860.3%ManufacturingXOMExxonMobil$385,807$961,294 ▼-71.4%2,2740.3%EnergyINTCIntel$372,8100.0%8,4480.2%Computer and TechnologyAMZNAmazon.com$370,7210.0%1,7800.2%Retail/WholesaleDFIVDimensional International Value ETF$357,3730.0%6,7710.2%ETFUSRTiShares Core U.S. REIT ETF$354,9030.0%5,9960.2%ETFSPYSPDR S&P 500 ETF Trust$327,121$327,121 ▲New Holding5030.2%FinanceEPPiShares MSCI Pacific ex Japan ETF$305,0240.0%5,7400.2%FinanceTAT&T$288,7980.0%9,9620.2%Computer and TechnologyVZVerizon Communications$287,4450.0%5,7260.2%Computer and TechnologySUBiShares Short-Term National Muni Bond ETF$273,4920.0%2,5680.2%ETFMEARiShares Short Maturity Municipal Bond Active ETF$270,9800.0%5,3830.2%ETFSCHBSchwab US Broad Market ETF$266,562$1,141,247 ▼-81.1%10,6200.2%ETFVBVanguard Small-Cap ETF$265,8490.0%1,0150.2%ETFUSFRWisdomTree Floating Rate Treasury Fund$265,1410.0%5,2670.2%FinanceGEGE Aerospace$264,757$794,555 ▼-75.0%9330.2%AerospaceICLNiShares Global Clean Energy ETF$249,4210.0%13,6370.2%ETFGOOGLAlphabet$241,5500.0%8400.2%Computer and TechnologySLBSLB$236,445$236,445 ▲New Holding4,6010.2%EnergyGOOGAlphabet$235,2250.0%8200.2%Computer and TechnologyVTIPVanguard Short-Term Inflation-Protected Securities ETF$211,7380.0%4,2390.1%ManufacturingFIGMA INC CLASS A COM STK$211,4000.0%10,0000.1%StockIJRiShares Core S&P Small-Cap ETF$203,868$203,868 ▲New Holding1,6400.1%ETFGE VERNOVA INC COM$203,386$611,031 ▼-75.0%2330.1%StockMUBiShares National Muni Bond ETF$200,928$1,061 ▲0.5%1,8930.1%ETFOEFiShares S&P 100 ETF$0$1,068,152 ▼-100.0%00.0%ETFCMFiShares California Muni Bond ETF$0$627,176 ▼-100.0%00.0%ETFPFFiShares Preferred and Income Securities ETF$0$553,503 ▼-100.0%00.0%ETFShowing 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. 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