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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$40.3 Million 27.21% of portfolio
132,616
Q2 2025 Reduced 0.92%
$0
$23.5 Million 15.86% of portfolio
37,850
Q2 2025 Reduced 0.09%
$0
$11 Million 7.42% of portfolio
163,591
Q2 2025 Added 6.41%
$0
$4.26 Million 2.87% of portfolio
86,117
Q2 2025 Reduced 0.01%
$0
$3.87 Million 2.61% of portfolio
67,932
Q2 2025 Reduced 0.14%
$0
$3.42 Million 2.31% of portfolio
56,111
Q2 2025 Added 0.37%
$0
$3.19 Million 2.15% of portfolio
130,640
Q1 2025 Reduced 3.05%
$0
$2.99 Million 2.01% of portfolio
23,554
Q2 2023 Added 4.51%
$0
$2.72 Million 1.83% of portfolio
71,565
Q1 2025 Reduced 12.13%
$0
$2.36 Million 1.6% of portfolio
106,978
Q2 2025 Reduced 3.73%
$0
$2.12 Million 1.43% of portfolio
23,852
Q2 2025 Added 7.45%
$0
$1.64 Million 1.11% of portfolio
27,967
Q2 2025 Added 10.86%
$0
$1.42 Million 0.96% of portfolio
13,841
Q4 2023 Added 90.7%
$0
$1.4 Million 0.95% of portfolio
26,031
Q1 2024 Added 12.01%
$0
$1.34 Million 0.9% of portfolio
56,088
Q4 2024 Added 200.0%
$0
$1.28 Million 0.87% of portfolio
43,719
Q3 2021 New
$0
$1.17 Million 0.79% of portfolio
15,947
Q2 2025 Added 0.71%
$0
$1.14 Million 0.77% of portfolio
12,118
Q2 2025 Added 0.89%
$0
$1.13 Million 0.76% of portfolio
8,898
Q2 2023 Reduced 18.58%
$0
$1.13 Million 0.76% of portfolio
1,985
Q1 2024 Added 44.89%
$0
$1.08 Million 0.73% of portfolio
13,537
Q2 2025 Added 0.25%
$0
$987,000 0.67% of portfolio
13,266
Q1 2025 Added 3.32%
$0
$907,000 0.61% of portfolio
39,067
Q2 2025 Added 1.95%
$0
$847,000 0.57% of portfolio
7,299
Q3 2023 Reduced 0.22%
$0
$828,000 0.56% of portfolio
3,114
Q1 2024 Reduced 1.67%
$0
$816,000 0.55% of portfolio
10,566
Q2 2025 Added 8.55%
$0
$803,000 0.54% of portfolio
13,133
Q2 2025 Added 0.32%
$0
$768,000 0.52% of portfolio
11,780
Q1 2024 Added 123.61%
$0
$662,000 0.45% of portfolio
26,322
Q1 2025 Added 2.36%
$0
$654,000 0.44% of portfolio
7,335
Q3 2023 Added 8.39%
$0
$643,000 0.43% of portfolio
11,996
Q2 2025 Added 0.76%
$0
$608,000 0.41% of portfolio
10,915
Q1 2024 Reduced 41.9%
$0
$574,000 0.39% of portfolio
11,425
Q2 2024 Reduced 25.91%
$0
$579,000 0.39% of portfolio
1,651
Q2 2024 Reduced 6.62%
$0
$578,000 0.39% of portfolio
4,282
Q1 2025 Reduced 2.95%
$0
$563,000 0.38% of portfolio
18,378
Q1 2024 Added 108.37%
$0
$567,000 0.38% of portfolio
8,212
Q2 2025 Added 58.78%
$0
$536,000 0.36% of portfolio
9,069
Q1 2024 New
$0
$540,000 0.36% of portfolio
12,775
Q3 2022 New
$0
$515,000 0.35% of portfolio
39,334
Q1 2024 Added 99.31%
$0
$523,000 0.35% of portfolio
790
Q2 2020 New
$0
$413,000 0.28% of portfolio
9,601
Q2 2025 New
$0
$418,000 0.28% of portfolio
17,289
Q2 2025 New
$0
$413,000 0.28% of portfolio
5,398
Q2 2025 New
$0
$398,000 0.27% of portfolio
1,575
Q1 2024 New
$0
$396,000 0.27% of portfolio
1,417
Q1 2025 Reduced 5.47%
$0
$339,000 0.23% of portfolio
5,996
Q1 2024 Added 57.91%
$0
$338,000 0.23% of portfolio
4,050
Q1 2024 New
$0
$298,000 0.2% of portfolio
6,026
Q2 2025 Added 0.13%

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
Track This Portfolio

Track Verity Wealth Advisors Portfolio

Follow Verity Wealth Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Verity Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Verity Wealth Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email