Verity Wealth Advisors Portfolio Holdings

Verity Wealth Advisors

  • $157 Million
  • Q3 2025

Verity Wealth Advisors has filed its 13F form on October 17, 2025 for Q3 2025 where it was disclosed a total value porftolio of $157 Million distributed in 78 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $43.5M, Ishares Core S&P 500 ETF with a value of $25.3M, Vanguard Ftse All World Ex Us with a value of $11.7M, Vanguard Ftse Emerging Mkts Et with a value of $4.67M, and Microsoft Corp with a value of $4.26M.

Examining the 13F form we can see an increase of $8.71M in the current position value, from $148M to 157M.

Below you can find more details about Verity Wealth Advisors portfolio as well as his latest detailed transactions.

Portfolio value $157 Million
ETFs: $135 Million
Technology: $6.43 Million
Healthcare: $2.54 Million
Industrials: $2.28 Million
Financial Services: $1.5 Million
Consumer Defensive: $1.42 Million
Consumer Cyclical: $1.24 Million
Utilities: $1.11 Million
Other: $1.63 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$43.5 Million 27.75% of portfolio
132,610
Q3 2025 Reduced -0.0%
$0
$25.3 Million 16.15% of portfolio
37,850
Q2 2025 Reduced 0.09%
$0
$11.7 Million 7.44% of portfolio
163,468
Q3 2025 Reduced 0.08%
$0
$4.67 Million 2.97% of portfolio
86,117
Q2 2025 Reduced 0.01%
$3.86T
$4.26 Million 2.72% of portfolio
8,230
Q2 2025 Reduced 9.97%
$0
$4.07 Million 2.59% of portfolio
67,932
Q2 2025 Reduced 0.14%
$0
$3.65 Million 2.33% of portfolio
56,111
Q2 2025 Added 0.37%
$0
$3.44 Million 2.19% of portfolio
130,640
Q1 2025 Reduced 3.05%
$0
$3.2 Million 2.04% of portfolio
23,554
Q2 2023 Added 4.51%
$0
$2.86 Million 1.82% of portfolio
72,104
Q3 2025 Added 0.75%
$0
$2.49 Million 1.59% of portfolio
106,978
Q2 2025 Reduced 3.73%
$0
$2.25 Million 1.43% of portfolio
24,599
Q3 2025 Added 3.13%
$0
$1.51 Million 0.96% of portfolio
25,648
Q3 2025 Reduced 8.29%
$0
$1.49 Million 0.95% of portfolio
26,031
Q1 2024 Added 12.01%
$0
$1.44 Million 0.92% of portfolio
56,088
Q4 2024 Added 200.0%
$0
$1.43 Million 0.91% of portfolio
13,841
Q4 2023 Added 90.7%
$190B
$1.3 Million 0.83% of portfolio
7,795
Q1 2024 Added 0.83%
$502B
$1.31 Million 0.83% of portfolio
7,065
Q1 2024 Added 0.87%
$0
$1.28 Million 0.82% of portfolio
8,898
Q2 2023 Reduced 18.58%
$0
$1.22 Million 0.77% of portfolio
1,985
Q1 2024 Added 44.89%
$0
$1.19 Million 0.76% of portfolio
16,062
Q3 2025 Added 0.72%
$0
$1.18 Million 0.75% of portfolio
14,904
Q2 2025 Added 1.57%
$20B
$1.15 Million 0.74% of portfolio
5,624
Q2 2025 Reduced 2.12%
$0
$1.15 Million 0.73% of portfolio
12,102
Q3 2025 Reduced 0.13%
$335B
$1.12 Million 0.72% of portfolio
3,733
Q3 2021 New
$17.1B
$1.11 Million 0.71% of portfolio
16,443
Q4 2018 New
$0
$1.08 Million 0.69% of portfolio
13,571
Q3 2025 Added 0.25%
$0
$1 Million 0.64% of portfolio
13,266
Q1 2025 Added 3.32%
$211B
$960,000 0.61% of portfolio
6,837
Q1 2024 Added 0.75%
$646B
$922,000 0.59% of portfolio
1,835
Q1 2025 Reduced 11.57%
$0
$919,000 0.59% of portfolio
7,299
Q3 2023 Reduced 0.22%
$0
$913,000 0.58% of portfolio
11,067
Q3 2025 Added 4.74%
$470B
$895,000 0.57% of portfolio
7,940
Q1 2025 Reduced 39.3%
$0
$842,000 0.54% of portfolio
35,890
Q3 2025 Reduced 8.13%
$50B
$850,000 0.54% of portfolio
26,425
Q3 2022 Reduced 19.8%
$0
$828,000 0.53% of portfolio
3,114
Q1 2024 Reduced 1.67%
$0
$838,000 0.53% of portfolio
11,409
Q3 2025 Added 38.93%
$0
$812,000 0.52% of portfolio
13,179
Q3 2025 Added 0.35%
$0
$682,000 0.43% of portfolio
7,335
Q3 2023 Added 8.39%
$0
$666,000 0.42% of portfolio
26,322
Q1 2025 Added 2.36%
$0
$643,000 0.41% of portfolio
11,996
Q2 2025 Added 0.76%
$0
$622,000 0.4% of portfolio
10,915
Q1 2024 Reduced 41.9%
$0
$625,000 0.4% of portfolio
1,651
Q2 2024 Reduced 6.62%
$0
$606,000 0.39% of portfolio
4,165
Q3 2025 Reduced 2.73%
$4.22T
$590,000 0.38% of portfolio
2,318
Q1 2024 Added 31.56%
$156B
$592,000 0.38% of portfolio
5,338
Q1 2024 Reduced 4.85%
$0
$589,000 0.38% of portfolio
790
Q2 2020 New
$42B
$575,000 0.37% of portfolio
4,964
Q1 2025 Reduced 4.43%
$0
$565,000 0.36% of portfolio
17,878
Q3 2025 Reduced 2.72%

Summary

  • Portfolio
  • No. of Stocks 78
  • Current Value $157 Million
  • Prior Value $148 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 17, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 4 stocks
  • Additional Purchases 9 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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