VERITY Wealth Advisors

CIK 0001763138 • 6 13F filings • Apr 22, 2025 – Jul 16, 2026

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Filer information

Filed by: VERITY Wealth Advisors, Principal
Address: ONE HARBOR DRIVE, SUITE 300, SAUSALITO, X1, 94965
Phone: 415-561-3340
AUM: $161.2M

AUM over time

$165.6M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationEnergyOther

Holdings by filing

Portfolio value: $161.2M81 positionsView on SEC.gov

			% of Portfolio
ALLIANT ENERGY CORP COM	Stock	$1.1M	0.7%Prev: 0.7%	16,443 SH	Decreased
ALPHABET INC CAP STK CL A	Stock	$263K	0.2%Prev: 0.1%	840 SH	Increased
ALPHABET INC CAP STK CL C	Stock	$257K	0.2%	820 SH	New
AMAZON COM INC COM	Stock	$411K	0.3%Prev: 0.2%	1,780 SH	Increased
APPLE INC COM	Stock	$630K	0.4%Prev: 0.4%	2,318 SH	Increased
AT&T INC COM	Stock	$247K	0.2%Prev: 0.2%	9,962 SH	Decreased
BERKSHIRE HATHAWAY INC DEL CL B NEW	Stock	$922K	0.6%Prev: 0.6%	1,835 SH	Decreased
CINTAS CORP	Stock	$1.1M	0.7%Prev: 0.7%	5,624 SH	Decreased
COSTCO WHSL CORP NEW COM	Stock	$431K	0.3%Prev: 0.3%	500 SH	Decreased
COUPANG INC CL A	Stock	$623K	0.4%Prev: 0.5%	26,425 SH	Decreased
DIMENSIONAL INTERNATIONAL VALUE ETF	ETF	$338K	0.2%Prev: 0.2%	6,771 SH	Increased
DIMENSIONAL US MARKETWIDE VALUE ETF	ETF	$595K	0.4%Prev: 0.4%	12,775 SH	Increased
DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF	ETF	$1.4M	0.9%Prev: 0.9%	43,719 SH	Increased
EXXON MOBIL CORP COM	Stock	$956K	0.6%Prev: 0.6%	7,940 SH	Increased
FIGMA INC CLASS A COM STK	Stock	$374K	0.2%Prev: 0.3%	10,000 SH	Decreased
GE AEROSPACE COM NEW	Stock	$1.1M	0.7%Prev: 0.7%	3,733 SH	Increased
GE VERNOVA INC COM	Stock	$610K	0.4%Prev: 0.4%	933 SH	Increased
GILEAD SCIENCES INC	Stock	$655K	0.4%Prev: 0.4%	5,338 SH	Increased
INTEL CORP COM	Stock	$312K	0.2%Prev: 0.2%	8,448 SH	Increased
INVESCO INTERNATIONAL CORPORATE BOND ETF	ETF	$413K	0.3%Prev: 0.3%	17,289 SH	Increased
ISHARES 0-5 YEAR TIPS BOND ETF	ETF	$1.4M	0.9%Prev: 0.9%	13,841 SH	Decreased
ISHARES CALIFORNIA MUNI BOND ETF	ETF	$627K	0.4%Prev: 0.4%	10,915 SH	Increased
ISHARES COHEN & STEERS REIT ETF	ETF	$791K	0.5%Prev: 0.5%	13,261 SH	Decreased+82 SH
ISHARES CORE MSCI EAFE ETF	ETF	$362K	0.2%Prev: 0.2%	4,050 SH	Increased
ISHARES CORE MSCI EMERGING MARKETS ETF	ETF	$815K	0.5%Prev: 0.5%	12,126 SH	Increased+130 SH
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF	ETF	$921K	0.6%Prev: 0.6%	10,886 SH	Increased-181 SH
ISHARES CORE S&P 500 ETF	ETF	$25.9M	16.1%Prev: 16.0%	37,850 SH	Increased
ISHARES CORE U.S. REIT ETF	ETF	$342K	0.2%Prev: 0.2%	5,996 SH	Decreased
ISHARES CURRENCY HEDGED MSCI EAFE ETF	ETF	$3.0M	1.9%Prev: 1.8%	72,685 SH	Increased+581 SH
ISHARES ESG ADVANCED MSCI EAFE ETF	ETF	$997K	0.6%Prev: 0.6%	13,266 SH	Decreased
ISHARES ESG ADVANCED MSCI USA ETF	ETF	$1.5M	0.9%Prev: 0.9%	26,031 SH	Increased
ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF	ETF	$664K	0.4%Prev: 0.4%	26,322 SH	Decreased
ISHARES ESG AWARE MSCI EAFE ETF	ETF	$697K	0.4%Prev: 0.4%	7,335 SH	Increased
ISHARES ESG MSCI KLD 400 ETF	ETF	$819K	0.5%Prev: 0.6%	6,355 SH	Decreased-944 SH
ISHARES FUTURE EXPONENTIAL TECHNOLOGIES ETF	ETF	$404K	0.3%Prev: 0.2%	5,786 SH	Increased+1,485 SH
ISHARES GLOBAL CLEAN ENERGY ETF	ETF	$224K	0.1%Prev: 0.1%	13,637 SH	Increased
ISHARES INTERNATIONAL TREASURY BOND ETF	ETF	$400K	0.2%Prev: 0.3%	9,601 SH	Decreased
ISHARES MSCI ACWI EX US	ETF	$3.8M	2.3%Prev: 2.3%	56,343 SH	Increased+232 SH
ISHARES MSCI EAFE VALUE ETF	ETF	$759K	0.5%	10,635 SH	New
ISHARES MSCI PACIFIC EX JAPAN ETF	ETF	$290K	0.2%Prev: 0.2%	5,740 SH	Decreased
ISHARES MSCI USA ESG SELECT ETF	ETF	$3.3M	2.0%Prev: 2.0%	23,554 SH	Increased
ISHARES MSCI USA MIN VOL FACTOR ETF	ETF	$1.1M	0.7%Prev: 0.7%	12,102 SH	Decreased
ISHARES NASDAQ BIOTECHNOLOGY	ETF	$1.5M	0.9%Prev: 0.8%	8,898 SH	Increased
ISHARES NATIONAL MUNI BOND ETF	ETF	$202K	0.1%	1,883 SH	New
ISHARES PREFERRED & INCOME SECURITIES ETF	ETF	$554K	0.3%Prev: 0.4%	17,878 SH	Decreased
ISHARES RUSSELL 3000 ETF	ETF	$639K	0.4%Prev: 0.4%	1,651 SH	Increased
ISHARES S&P 100 ETF	ETF	$1.1M	0.7%Prev: 0.7%	3,114 SH	Increased
ISHARES S&P 500 VALUE ETF	ETF	$732K	0.5%	3,452 SH	New
ISHARES SHORT MATURITY MUNICIPAL BOND ACTIVE ETF	ETF	$271K	0.2%Prev: 0.2%	5,383 SH	Decreased
ISHARES TR S&P 1500 INDEX FD	ETF	$619K	0.4%Prev: 0.4%	4,165 SH	Increased
ISHARES TR S&P CITIGROUP 1-3 YR INTL TREASURY	ETF	$406K	0.3%Prev: 0.3%	5,398 SH	Decreased
ISHARES TRS&P SHORT TERM NATL MUNICIPAL BD FD	ETF	$274K	0.2%Prev: 0.2%	2,568 SH	Decreased
JOHNSON & JOHNSON COM	Stock	$1.5M	0.9%Prev: 0.8%	7,065 SH	Increased
MICROSOFT CORP COM	Stock	$3.0M	1.9%Prev: 2.7%	6,279 SH	Decreased-1,951 SH
PEPSICO INC COM	Stock	$981K	0.6%Prev: 0.6%	6,837 SH	Increased
QUALCOMM INC	Stock	$1.3M	0.8%Prev: 0.8%	7,795 SH	Increased
SCHWAB INTERNATIONAL EQUITY ETF	ETF	$2.6M	1.6%Prev: 1.6%	106,769 SH	Increased-209 SH
SCHWAB U.S. BROAD MARKET ETF	ETF	$1.5M	0.9%Prev: 0.9%	56,088 SH	Increased
SCHWAB U.S. LARGE-CAP ETF	ETF	$3.5M	2.2%Prev: 2.2%	130,613 SH	Increased-27 SH
SCHWAB US AGGREGATE BOND ETF	ETF	$839K	0.5%Prev: 0.5%	35,914 SH	Decreased+24 SH
STATE STR CORP COM	Stock	$640K	0.4%Prev: 0.4%	4,964 SH	Increased
STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF	ETF	$454K	0.3%	3,150 SH	New
THERMO FISHER SCIENTIFIC INC COM	Stock	$519K	0.3%Prev: 0.3%	896 SH	Increased
VANGUARD FTSE ALL-WORLD EX-US	ETF	$12.0M	7.5%Prev: 7.4%	163,509 SH	Increased+41 SH
VANGUARD FTSE DEVELOPED MARKETS ETF	ETF	$4.2M	2.6%Prev: 2.6%	67,932 SH	Increased
VANGUARD FTSE EMERGING MARKETS ETF	ETF	$4.6M	2.9%Prev: 2.9%	86,117 SH	Decreased
VANGUARD INFORMATION TECHNOLOGY ETF	ETF	$595K	0.4%Prev: 0.4%	790 SH	Increased
VANGUARD MID CAP	ETF	$414K	0.3%Prev: 0.3%	1,428 SH	Decreased+7 SH
VANGUARD REIT INDEX ETF	ETF	$2.2M	1.4%Prev: 1.4%	24,712 SH	Decreased+113 SH
VANGUARD S&P 500 ETF	ETF	$1.2M	0.8%Prev: 0.8%	1,985 SH	Increased
VANGUARD SHORT TERM CORP BOND FD ETF	ETF	$1.1M	0.7%Prev: 0.7%	13,618 SH	Increased+47 SH
VANGUARD SHORT-TERM BOND ETF	ETF	$1.1M	0.7%Prev: 0.7%	14,582 SH	Decreased-322 SH
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF	ETF	$210K	0.1%Prev: 0.1%	4,239 SH	Decreased
VANGUARD SHORT-TERM TREASURY ETF	ETF	$1.5M	0.9%Prev: 1.0%	25,648 SH	Decreased
VANGUARD SMALL-CAP ETF	ETF	$262K	0.2%Prev: 0.2%	1,015 SH	Increased
VANGUARD TOTAL BOND MARKET ETF	ETF	$1.2M	0.7%Prev: 0.8%	16,108 SH	Decreased+46 SH
VANGUARD TOTAL INTERNATIONAL BOND ETF	ETF	$296K	0.2%Prev: 0.2%	6,131 SH	Decreased+3 SH
VANGUARD TOTAL INTERNATIONAL STOCK ETF	ETF	$861K	0.5%Prev: 0.5%	11,409 SH	Increased
VANGUARD TOTAL STOCK MARKET ETF	ETF	$43.8M	27.2%Prev: 27.5%	130,552 SH	Increased-2,058 SH
VERIZON COMMUNICATIONS	Stock	$233K	0.1%Prev: 0.2%	5,726 SH	Decreased
WISDOMTREE FLOATING RATE TREASURY FUND	ETF	$265K	0.2%Prev: 0.2%	5,267 SH	Increased

Sold (vs prior filing)

ABBVIE INC COM — $202K
TECHNOLOGY SELECT SECTOR SPDR FUND — $444K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 7, 2026	Q4 2025	13F-HR	0001763138-26-000001	$161.2M	View
Oct 17, 2025	Q3 2025	13F-HR	0001763138-25-000007	$158.3M	View
Jul 16, 2026	Q2 2026