VERITY Wealth Advisors
Q1 2026 13F Holdings
- Locationsausalito, X1
- Num holdings
81
- Value ($000)
$149,740
- Date Filed 04/09/2026
- Form type13F-HR
- CIK 0001763138
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VANGUARD TOTAL STOCK MARKET ETF | ETF | 922908769 | $40.53M | 27 % | 126,339 | ||
ISHARES CORE S&P 500 ETF | ETF | 464287200 | $24.68M | 17 % | 37,776 | ||
VANGUARD FTSE ALL-WORLD EX-US | ETF | 922042775 | $12.13M | 8 % | 161,483 | ||
VANGUARD FTSE EMERGING MARKETS ETF | ETF | 922042858 | $4.59M | 3 % | 84,936 | ||
VANGUARD FTSE DEVELOPED MARKETS ETF | ETF | 921943858 | $4.04M | 3 % | 63,012 | ||
ISHARES MSCI ACWI EX US | ETF | 464288240 | $3.86M | 3 % | 56,343 | ||
ISHARES MSCI USA ESG SELECT ETF | ETF | 464288802 | $3.11M | 2 % | 23,554 | ||
SCHWAB INTERNATIONAL EQUITY ETF | ETF | 808524805 | $2.64M | 2 % | 106,769 | ||
MICROSOFT CORP COM | STOCK | 594918104 | $2.32M | 2 % | 6,279 | ||
SCHWAB U.S. LARGE-CAP ETF | ETF | 808524201 | $2.31M | 2 % | 90,161 |
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