StockDriftsStockDriftsTop 50 VERITY Wealth Advisors Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD TOTAL STOCK MARKET ETF | 27.81% | 124.5K | $46.1M | -1.49%(-1.89K) | $154.27(+148.50%) | 2026-06-30 | |
| IVV | ISHARES CORE S&P 500 ETF | 17.09% | 37.8K | $28.3M | +0.00%(+0) | $190.22(+309.49%) | 2026-06-30 | |
| VEU | VANGUARD FTSE ALL-WORLD EX-US | 8.35% | 165.1K | $13.8M | +2.23%(+3.60K) | $51.47(+67.37%) | 2026-06-30 | |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | 3.06% | 84.9K | $5.1M | +0.00%(+0) | $49.60(+21.74%) | 2026-06-30 | |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 2.71% | 63.0K | $4.5M | +0.00%(+0) | $42.71(+73.26%) | 2026-06-30 | |
| ACWX | ISHARES MSCI ACWI EX US | 2.6% | 56.5K | $4.3M | +0.29%(+165) | $45.38(+72.61%) | 2026-06-30 | |
| SUSA | ISHARES MSCI USA ESG SELECT ETF | 2.17% | 23.3K | $3.6M | -1.24%(-291) | $47.23(+238.20%) | 2026-06-30 | |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | 2.13% | 127.4K | $3.5M | +19.36%(+20.67K) | $17.20(+66.59%) | 2026-06-30 | |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | 1.56% | 88.0K | $2.6M | -2.40%(-2.16K) | $11.66(+161.75%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP COM | 1.45% | 6.4K | $2.4M | +2.44%(+153) | $137.92(+252.43%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.26% | +57.12% | +8.14% | +47.87% |
| Top 20 Holdings Unweighted | +12.35% | +41.80% | +4.94% | +27.28% |
VERITY Wealth Advisors reports $165.57M in US-listed equity holdings across 81 positions in its most recent 13F filing. Its largest disclosed positions are VTI (27.8%), IVV (17.1%) and VEU (8.3%). The top 20 holdings account for 78.86% of reported assets. Its disclosed equity book has returned +57.12% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track VERITY Wealth Advisors, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from VERITY Wealth Advisors’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1763138). View VERITY Wealth Advisors’s 13F filings on SEC