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