Verity Wealth Advisors Portfolio Holdings

Verity Wealth Advisors

  • $135 Million
  • Q1 2025

Verity Wealth Advisors has filed its 13F form on April 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $135 Million distributed in 72 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 $36.8M, Ishares Core S&P 500 ETF with a value of $21.3M, Vanguard Ftse All World Ex Us with a value of $9.33M, Vanguard Ftse Emerging Mkts Et with a value of $3.9M, and Vanguard Ftse Developed Market with a value of $3.46M.

Examining the 13F form we can see an decrease of $3.56M in the current position value, from $138M to 135M.

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

Portfolio value $135 Million
ETFs: $116 Million
Technology: $5.14 Million
Healthcare: $2.21 Million
Industrials: $1.93 Million
Consumer Defensive: $1.5 Million
Financial Services: $1.42 Million
Utilities: $1.06 Million
Energy: $944,000
Other: $1.46 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$36.8 Million 27.33% of portfolio
133,844
Q1 2025 Added 0.12%
$0
$21.3 Million 15.82% of portfolio
37,884
Q3 2024 Reduced 0.17%
$0
$9.33 Million 6.93% of portfolio
153,730
Q1 2025 Reduced 0.12%
$0
$3.9 Million 2.9% of portfolio
86,128
Q1 2025 Added 1.32%
$0
$3.46 Million 2.57% of portfolio
68,024
Q1 2025 Added 1.29%
$2.89T
$3.43 Million 2.55% of portfolio
9,141
Q1 2025 Reduced 2.18%
$0
$3.1 Million 2.3% of portfolio
55,903
Q4 2024 Added 0.38%
$0
$2.88 Million 2.14% of portfolio
130,640
Q1 2025 Reduced 3.05%
$0
$2.71 Million 2.01% of portfolio
23,554
Q2 2023 Added 4.51%
$0
$2.6 Million 1.93% of portfolio
71,565
Q1 2025 Reduced 12.13%
$0
$2.2 Million 1.63% of portfolio
111,125
Q4 2024 Added 100.16%
$0
$2.01 Million 1.49% of portfolio
22,199
Q1 2025 Reduced 5.84%
$0
$1.48 Million 1.1% of portfolio
25,227
Q1 2025 Added 19.51%
$0
$1.43 Million 1.06% of portfolio
13,841
Q4 2023 Added 90.7%
$0
$1.21 Million 0.9% of portfolio
26,031
Q1 2024 Added 12.01%
$0
$1.21 Million 0.9% of portfolio
56,088
Q4 2024 Added 200.0%
$21.3B
$1.18 Million 0.88% of portfolio
5,746
Q1 2025 Reduced 2.68%
$405B
$1.17 Million 0.87% of portfolio
7,065
Q1 2024 Added 0.87%
$0
$1.16 Million 0.86% of portfolio
15,834
Q1 2025 Added 0.46%
$0
$1.15 Million 0.85% of portfolio
43,719
Q3 2021 New
$0
$1.15 Million 0.85% of portfolio
14,673
Q1 2025 Reduced 5.31%
$0
$1.14 Million 0.85% of portfolio
8,898
Q2 2023 Reduced 18.58%
$0
$1.12 Million 0.84% of portfolio
12,011
Q1 2025 Reduced 37.61%
$15.4B
$1.06 Million 0.79% of portfolio
16,443
Q4 2018 New
$0
$1.07 Million 0.79% of portfolio
13,503
Q1 2025 Added 0.16%
$0
$1.02 Million 0.76% of portfolio
1,985
Q1 2024 Added 44.89%
$186B
$1.03 Million 0.76% of portfolio
6,837
Q1 2024 Added 0.75%
$685B
$977,000 0.73% of portfolio
1,835
Q1 2025 Reduced 11.57%
$453B
$944,000 0.7% of portfolio
7,940
Q1 2025 Reduced 39.3%
$0
$887,000 0.66% of portfolio
38,321
Q1 2025 Reduced 16.46%
$0
$893,000 0.66% of portfolio
13,266
Q1 2025 Added 3.32%
$0
$828,000 0.62% of portfolio
3,114
Q1 2024 Reduced 1.67%
$0
$805,000 0.6% of portfolio
13,091
Q1 2025 Added 1.0%
$0
$747,000 0.56% of portfolio
7,299
Q3 2023 Reduced 0.22%
$216B
$747,000 0.56% of portfolio
3,733
Q3 2021 New
$0
$678,000 0.5% of portfolio
11,780
Q1 2024 Added 123.61%
$0
$679,000 0.5% of portfolio
9,734
Q1 2025 Reduced 4.61%
$0
$657,000 0.49% of portfolio
26,322
Q1 2025 Added 2.36%
$0
$638,000 0.47% of portfolio
11,905
Q4 2024 Added 1.38%
$0
$614,000 0.46% of portfolio
10,915
Q1 2024 Reduced 41.9%
$0
$599,000 0.45% of portfolio
7,335
Q3 2023 Added 8.39%
$133B
$598,000 0.44% of portfolio
5,338
Q1 2024 Reduced 4.85%
$37B
$579,000 0.43% of portfolio
26,425
Q3 2022 Reduced 19.8%
$0
$573,000 0.43% of portfolio
11,425
Q2 2024 Reduced 25.91%
$0
$564,000 0.42% of portfolio
18,378
Q1 2024 Added 108.37%
$0
$524,000 0.39% of portfolio
1,651
Q2 2024 Reduced 6.62%
$0
$526,000 0.39% of portfolio
12,775
Q3 2022 New
$0
$522,000 0.39% of portfolio
4,282
Q1 2025 Reduced 2.95%
$3.35T
$514,000 0.38% of portfolio
2,318
Q1 2024 Added 31.56%

Summary

  • Portfolio
  • No. of Stocks 72
  • Current Value $135 Million
  • Prior Value $138 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 22, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 10 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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