VERITY Wealth Advisors

Q1 2026 13F Holdings

  • Location
    sausalito, X1
  • Num holdings

    81

  • Value ($000)

    $149,740

  • Date Filed
    04/09/2026
  • Form type
    13F-HR
  • CIK
    0001763138
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
VTI

VANGUARD TOTAL STOCK MARKET ETF

ETF
$40.53M
27 %

126,339

IVV

ISHARES CORE S&P 500 ETF

ETF
$24.68M
17 %

37,776

VEU

VANGUARD FTSE ALL-WORLD EX-US

ETF
$12.13M
8 %

161,483

VWO

VANGUARD FTSE EMERGING MARKETS ETF

ETF
$4.59M
3 %

84,936

VEA

VANGUARD FTSE DEVELOPED MARKETS ETF

ETF
$4.04M
3 %

63,012

ACWX

ISHARES MSCI ACWI EX US

ETF
$3.86M
3 %

56,343

SUSA

ISHARES MSCI USA ESG SELECT ETF

ETF
$3.11M
2 %

23,554

SCHF

SCHWAB INTERNATIONAL EQUITY ETF

ETF
$2.64M
2 %

106,769

MSFT

MICROSOFT CORP COM

STOCK
$2.32M
2 %

6,279

SCHX

SCHWAB U.S. LARGE-CAP ETF

ETF
$2.31M
2 %

90,161

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