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VERITY Wealth Advisors

Q2 2026 13F Holdings

  • Location
    sausalito, X1
  • Num holdings

    81

  • Value ($000)

    $165,573

  • Date Filed
    07/16/2026
  • 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 Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VTI

VANGUARD TOTAL STOCK MARKET ETF

ETF
922908769
$46.05M
28 %

124,452

I
IVV

ISHARES CORE S&P 500 ETF

ETF
464287200
$28.29M
17 %

37,776

V
VEU

VANGUARD FTSE ALL-WORLD EX-US

ETF
922042775
$13.83M
8 %

165,088

V
VWO

VANGUARD FTSE EMERGING MARKETS ETF

ETF
922042858
$5.07M
3 %

84,936

V
VEA

VANGUARD FTSE DEVELOPED MARKETS ETF

ETF
921943858
$4.49M
3 %

63,012

A
ACWX

ISHARES MSCI ACWI EX US

ETF
464288240
$4.3M
3 %

56,508

S
SUSA

ISHARES MSCI USA ESG SELECT ETF

ETF
464288802
$3.59M
2 %

23,263

S
SCHF

SCHWAB INTERNATIONAL EQUITY ETF

ETF
808524805
$3.53M
2 %

127,443

S
SCHX

SCHWAB U.S. LARGE-CAP ETF

ETF
808524201
$2.59M
2 %

87,999

M
MSFT

MICROSOFT CORP COM

STOCK
594918104
$2.4M
1 %

6,432

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