Verity Wealth Advisors Portfolio Holdings

Verity Wealth Advisors

$148 Million
Q2 2025

Verity Wealth Advisors has filed its 13F form on August 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $148 Million distributed in 75 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 $40.3M, Ishares Core S&P 500 ETF with a value of $23.5M, Vanguard Ftse All World Ex Us with a value of $11M, Vanguard Ftse Emerging Mkts Et with a value of $4.26M, and Microsoft Corp with a value of $4.09M.

Examining the 13F form we can see an increase of $13.5M in the current position value, from $135M to 148M.

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

Portfolio value $148 Million

ETFs: $128 Million

Technology: $5.81 Million

Industrials: $2.21 Million

Healthcare: $2.03 Million

Financial Services: $1.42 Million

Consumer Defensive: $1.4 Million

Consumer Cyclical: $1.18 Million

Utilities: $994,000

Other: $1.39 Million

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
VTI Vanguard Total Stock Market Et ETFs	$0	$40.3 Million 27.21% of portfolio	132,616	Q2 2025 Reduced 0.92%
IVV Ishares Core S&P 500 ETF ETFs	$0	$23.5 Million 15.86% of portfolio	37,850	Q2 2025 Reduced 0.09%
VEU Vanguard Ftse All World Ex Us ETFs	$0	$11 Million 7.42% of portfolio	163,591	Q2 2025 Added 6.41%
VWO Vanguard Ftse Emerging Mkts Et ETFs	$0	$4.26 Million 2.87% of portfolio	86,117	Q2 2025 Reduced 0.01%
MSFT Microsoft Corp Technology	$3.95T	$4.09 Million 2.76% of portfolio	8,230	Q2 2025 Reduced 9.97%
VEA Vanguard Ftse Developed Market ETFs	$0	$3.87 Million 2.61% of portfolio	67,932	Q2 2025 Reduced 0.14%
ACWX Ishares Msci Acwi Ex Us ETF ETFs	$0	$3.42 Million 2.31% of portfolio	56,111	Q2 2025 Added 0.37%
SCHX Schwab Strategic Tr Us Large C ETFs	$0	$3.19 Million 2.15% of portfolio	130,640	Q1 2025 Reduced 3.05%
SUSA Ishares Tr Msci Usa Esg Select ETFs	$0	$2.99 Million 2.01% of portfolio	23,554	Q2 2023 Added 4.51%
HEFA Ishares Currency Hedged Msci E ETFs	$0	$2.72 Million 1.83% of portfolio	71,565	Q1 2025 Reduced 12.13%
SCHF Schwab Strategic Tr Intl Eqty ETFs	$0	$2.36 Million 1.6% of portfolio	106,978	Q2 2025 Reduced 3.73%
VNQ Vanguard Specialized Funds Van ETFs	$0	$2.12 Million 1.43% of portfolio	23,852	Q2 2025 Added 7.45%
VGSH Vanguard ETFs	$0	$1.64 Million 1.11% of portfolio	27,967	Q2 2025 Added 10.86%
STIP Ishares Barclays 0 5 Year Tips ETFs	$0	$1.42 Million 0.96% of portfolio	13,841	Q4 2023 Added 90.7%
USXF Ishares Esg Advanced Msci Usa Technology	$0	$1.4 Million 0.95% of portfolio	26,031	Q1 2024 Added 12.01%
SCHB Schwab Strategic Tr Us Broad M ETFs	$0	$1.34 Million 0.9% of portfolio	56,088	Q4 2024 Added 200.0%
DFAX Dimensional ETF Tr	$0	$1.28 Million 0.87% of portfolio	43,719	Q3 2021 New
CTAS Cintas Corp Industrials	$22.7B	$1.25 Million 0.85% of portfolio	5,624	Q2 2025 Reduced 2.12%
QCOM Qualcomm Inc Technology	$173B	$1.24 Million 0.84% of portfolio	7,795	Q1 2024 Added 0.83%
BSV Vanguard Bd Index Fd Inc Short ETFs	$0	$1.17 Million 0.79% of portfolio	14,904	Q2 2025 Added 1.57%
BND Vanguard Bd Index Fd Inc Total ETFs	$0	$1.17 Million 0.79% of portfolio	15,947	Q2 2025 Added 0.71%
USMV Ishares Msci Usa Min Vol Facto ETFs	$0	$1.14 Million 0.77% of portfolio	12,118	Q2 2025 Added 0.89%
IBB Ishares Biotechnology ETF ETFs	$0	$1.13 Million 0.76% of portfolio	8,898	Q2 2023 Reduced 18.58%
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$1.13 Million 0.76% of portfolio	1,985	Q1 2024 Added 44.89%
JNJ Johnson & Johnson Healthcare	$452B	$1.08 Million 0.73% of portfolio	7,065	Q1 2024 Added 0.87%
VCSH Vanguard Sht Term Corp Bd ETF ETFs	$0	$1.08 Million 0.73% of portfolio	13,537	Q2 2025 Added 0.25%
LNT Alliant Energy Corp Utilities	$16.3B	$994,000 0.67% of portfolio	16,443	Q4 2018 New
DMXF Ishares Esg Advanced Msci Eafe Technology	$0	$987,000 0.67% of portfolio	13,266	Q1 2025 Added 3.32%
GE General Electric CO Industrials	$306B	$960,000 0.65% of portfolio	3,733	Q3 2021 New
PEP Pepsico Inc Consumer Defensive	$202B	$902,000 0.61% of portfolio	6,837	Q1 2024 Added 0.75%
SCHZ Schwab Us Aggregate Bond ETF ETFs	$0	$907,000 0.61% of portfolio	39,067	Q2 2025 Added 1.95%
BRK-B Berkshire Hathaway Inc Class B Financial Services	$621B	$891,000 0.6% of portfolio	1,835	Q1 2025 Reduced 11.57%
XOM Exxon Mobil Corp Energy	$442B	$855,000 0.58% of portfolio	7,940	Q1 2025 Reduced 39.3%
DSI Ishares Msci Kld 400 Social Et ETFs	$0	$847,000 0.57% of portfolio	7,299	Q3 2023 Reduced 0.22%
OEF Ishares S&P 100 ETF ETFs	$0	$828,000 0.56% of portfolio	3,114	Q1 2024 Reduced 1.67%
IXUS Ishares Tr ETFs	$0	$816,000 0.55% of portfolio	10,566	Q2 2025 Added 8.55%
ICF Ishares Tr ETFs	$0	$803,000 0.54% of portfolio	13,133	Q2 2025 Added 0.32%
CPNG Coupang, Inc. Consumer Cyclical	$44.8B	$791,000 0.53% of portfolio	26,425	Q3 2022 Reduced 19.8%
XT Ishares Tr Exponential Technol ETFs	$0	$768,000 0.52% of portfolio	11,780	Q1 2024 Added 123.61%
SUSB Ishares Tr Ishares Esg Aware 1 ETFs	$0	$662,000 0.45% of portfolio	26,322	Q1 2025 Added 2.36%
ESGD Ishares Trust Ishares Esg Awar ETFs	$0	$654,000 0.44% of portfolio	7,335	Q3 2023 Added 8.39%
IEMG Ishares Inc ETFs	$0	$643,000 0.43% of portfolio	11,996	Q2 2025 Added 0.76%
CMF Ishares California Muni Bond E ETFs	$0	$608,000 0.41% of portfolio	10,915	Q1 2024 Reduced 41.9%
GILD Gilead Sciences, Inc. Healthcare	$150B	$591,000 0.4% of portfolio	5,338	Q1 2024 Reduced 4.85%
MEAR Blackrock Short Maturity Munic ETFs	$0	$574,000 0.39% of portfolio	11,425	Q2 2024 Reduced 25.91%
IWV Ishares Russell 3000 ETF ETFs	$0	$579,000 0.39% of portfolio	1,651	Q2 2024 Reduced 6.62%
ITOT Ishares Core S&P Total U.S. St ETFs	$0	$578,000 0.39% of portfolio	4,282	Q1 2025 Reduced 2.95%
PFF Ishares Trust Ishares Pfd And ETFs	$0	$563,000 0.38% of portfolio	18,378	Q1 2024 Added 108.37%
VXUS Vanguard Star Fd Vanguard Tota ETFs	$0	$567,000 0.38% of portfolio	8,212	Q2 2025 Added 58.78%
IGF Ishares Global Infrastructure ETFs	$0	$536,000 0.36% of portfolio	9,069	Q1 2024 New

Summary

Portfolio
No. of Stocks 75
Current Value $148 Million
Prior Value $135 Million
Filing
Period Q2 2025
Filing Date August 07, 2025
Form Type 13F-HR
Activity in Q2 2025
New Purchases 3 stocks
Additional Purchases 14 stocks
Sold out of 0 stocks
Reduced holdings in 7 stocks

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Verity Wealth Advisors Portfolio Holdings