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 Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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