13F holdings · Q2 2026

VERITY Wealth Advisors

Sausalito, X1 · files as VERITY Wealth Advisors

Holdings as of Jun 30, 2026Filed Jul 16, 2026Next filing due Nov 16, 2026CIK 1763138

VERITY Wealth Advisors reported 81 stocks worth $166M in its 13F filing for Q2 2026, filed Jul 16, 2026. Its largest holdings are VTI (27.8%), IVV (17.1%) and VEU (8.3%). Compared with Q1 2026, the fund opened new positions in XOM, MRK and ESGE, added to VEU, ACWX and SCHF, trimmed VTI, SUSA and SCHX and sold out of DFUV, VGT and XOM.

Reported value$166M+10.6% vs last quarter

Stocks held815 new · 5 sold out

Top 5 weight59.0%fairly concentrated

Turnover5%of the portfolio changed

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Holdings

#	Stock	Value	Weight	Shares	Change	Shares, 8 qtrs	Held
1	VTI Vanguard Total Stock Market ETF	$46.1M	27.8%	124K	−1,887 (−1%)		8 of 8
2	IVV Ishares TR	$28.3M	17.1%	38K	No change		8 of 8
3	VEU Vanguard Intl Equity Index F	$13.8M	8.3%	165K	+3,605 (+2%)		8 of 8
4	VWO Vanguard Intl Equity Index F	$5.1M	3.1%	85K	No change		8 of 8
5	VEA Vanguard Tax-Managed Fds	$4.5M	2.7%	63K	No change		8 of 8
6	ACWX Ishares TR	$4.3M	2.6%	57K	+165 (+0%)		8 of 8
7	SUSA Ishares TR	$3.6M	2.2%	23K	−291 (−1%)		8 of 8
8	SCHF Schwab International	$3.5M	2.1%	127K	+21K (+19%)		8 of 8
9	SCHX Schwab US Large Cap ETF	$2.6M	1.6%	88K	−2,162 (−2%)		8 of 8
10	MSFT Microsoft Corp	$2.4M	1.4%	6,432	+153 (+2%)		8 of 8
11	ABCD Example Holdings Inc	100	153	206	259	312	365
12	WXYZ Example Holdings Inc	137	190	243	296	349	402
13	QRST Example Holdings Inc	174	227	280	333	386	439
14	LMNO Example Holdings Inc	211	264	317	370	423	476

🔒 71 more holdings in this filing. Create a free account or sign in to see them all.

Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.

Sold out

held in Q1 2026, gone in Q2 2026

Stock	Value last quarter	Shares sold
DFUV Dimensional US Marketwide Value ETF	$619K	13K
VGT Vanguard World FD	$551K	790
XOM Exxon Mobil Corp	$386K	2,274
DFIV Dimensional ETF Trust	$357K	6,771
SPY Spdr S&P 500 ETF TR	$327K	503

Reported value

last 8 quarters

$142MQ3 '24

$139MQ4 '24

$135MQ1 '25

$149MQ2 '25

$158MQ3 '25

$161MQ4 '25

$150MQ1 '26

$166MQ2 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q2 2026

straight from the SEC

Filed	Form	Quarter
Jul 16, 2026	13F-HR	Q2 2026	SEC filing ↗

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VERITY Wealth Advisors 13F FAQ

What does VERITY Wealth Advisors own?

VERITY Wealth Advisors reported 81 stocks worth $166M in its 13F filing for Q2 2026, filed Jul 16, 2026. Its largest holdings are VTI (27.8%), IVV (17.1%) and VEU (8.3%). The table above lists every position in the filing (the top 10 without an account).

What did VERITY Wealth Advisors buy and sell in Q2 2026?

Compared with Q1 2026: 5 new positions, 25 added to, 11 trimmed and 5 sold out. New positions include XOM, MRK and ESGE. It sold all of DFUV, VGT and XOM.

When will VERITY Wealth Advisors file its next 13F?

Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.

How much is VERITY Wealth Advisors's portfolio worth?

The Q2 2026 filing reports $166M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.