VERITY Wealth Advisors

CIK

1763138

Location

SAUSALITO, X1

Portfolio Value

Micro $16,322,961

Diversification

Diversified

Filing Date

Global Rank

#7,886 / 8,517 ▼ 168

Top Industry

Drug Manufacturers - General 17.7%

3Y Alpha vs SPY

-0.2%

Period ended 46 days ago

Filed Jul 16, 2026 · 30d

26 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+75.5%

SPY

+75.3%

Annualised alpha

+0.1%

Max drawdown

−13.0%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

25 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

14.7%

−20.1 pts

Top 5

47.5%

−14.4 pts

Top 10

71.4%

−4.2 pts

HHI

675

Diversified−827

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	36.2%	$5,904,024	5
Healthcare	19.9%	$3,251,067	5
Financial Services	9.4%	$1,540,343	3
Industrials	9.0%	$1,461,227	3
Consumer Defensive	8.4%	$1,378,435	2
Utilities	5.7%	$932,645	1
Consumer Cyclical	5.4%	$883,247	2
Communication Services	4.6%	$758,073	3
Energy	1.3%	$213,900	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

4 positions

Ticker	Company	Δ Shares	Shares	Value
T	At&T Inc.	+446	10,408	$215,445
INTC	Intel Corp	+237	8,685	$1,212,686
MSFT	Microsoft Corp	+153	6,432	$2,399,264
GEV	GE Vernova Inc.	+35	268	$314,862
No positions match the current search.

Trimmed

Positions the filer reduced

4 positions

Ticker	Company	Δ Shares	Shares	Value
CTAS	Cintas Corp	−934	4,690	$797,675
BRK-B	Berkshire Hathaway Inc	−850	985	$492,884
GOOGL	Alphabet Inc.	−820	840	$300,190
TMO	Thermo Fisher Scientific Inc.	−189	707	$354,461
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
MRK	Merck & Co., Inc.	1,822	$234,127
ABBV	AbbVie Inc.	872	$219,430
OSBC	Old Second Bancorp Inc	8,815	$205,565
No positions match the current search.

Sold Out

Positions the filer fully exited

8 positions

Ticker	Company	Shares	Value
VEU	Vanguard FTSE All-World Ex-US ETF	161,483	$12,127,373
VEA	Vanguard FTSE Developed Markets ETF	63,012	$4,037,808
VXUS	Vanguard Total International Stock ETF	18,045	$1,391,449
IBB	iShares Biotechnology ETF	4,943	$834,625
BNDX	Vanguard Total International Bond ETF	12,147	$583,663
XOM	ExxonMobil Holdings Corp	2,274	$385,806
SPY	Spdr S&P 500 ETF Trust	503	$327,121
VB	Vanguard Morningstar Small-Cap ETF	1,015	$265,848
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

25 tracked positions · $16,322,961 total · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MSFT	Microsoft Corp Technology	Added	6,432	+153	$2,399,264	+3.2%	14.70%
JNJ	Johnson & Johnson Healthcare	Held	6,964	0	$1,768,647	+3.9%	10.84%
QCOM	Qualcomm Inc/De Technology	Held	7,795	0	$1,440,438	+43.5%	8.82%
INTC	Intel Corp Technology	Added	8,685	+237	$1,212,686	+225.3%	7.43%
LNT	Alliant Energy Corp Utilities	Held	12,225	0	$932,645	+6.3%	5.71%
PEP	Pepsico Inc Consumer Defensive	Held	6,726	0	$910,700	−12.8%	5.58%
STT	State Street Corp Financial Services	Held	4,964	0	$841,894	+34.0%	5.16%
CTAS	Cintas Corp Industrials	Reduced	4,690	-934	$797,675	−16.1%	4.89%
GILD	Gilead Sciences, Inc. Healthcare	Held	5,338	0	$674,402	−9.3%	4.13%
AAPL	Apple Inc. Technology	Held	2,318	0	$670,736	+14.0%	4.11%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	985	-850	$492,884	−43.9%	3.02%
COST	Costco Wholesale Corp /New Consumer Defensive	Held	500	0	$467,735	−6.1%	2.87%
CPNG	Coupang, Inc. Consumer Cyclical	Held	26,425	0	$459,002	−8.0%	2.81%
AMZN	Amazon Com Inc Consumer Cyclical	Held	1,780	0	$424,245	+14.4%	2.60%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	707	-189	$354,461	−19.5%	2.17%
GE	General Electric Co Industrials	Held	933	0	$348,690	+31.7%	2.14%
GEV	GE Vernova Inc. Industrials	Added	268	+35	$314,862	+54.8%	1.93%
GOOGL	Alphabet Inc. Communication Services	Reduced	840	-820	$300,190	−37.0%	1.84%
VZ	Verizon Communications Inc Communication Services	Held	5,726	0	$242,438	−15.7%	1.49%
MRK	Merck & Co., Inc. Healthcare	NEW	1,822	NEW	$234,127	NEW	1.43%
ABBV	AbbVie Inc. Healthcare	NEW	872	NEW	$219,430	NEW	1.34%
T	At&T Inc. Communication Services	Added	10,408	+446	$215,445	−25.4%	1.32%
SLB	Slb Limited/Nv Energy	Held	4,601	0	$213,900	−9.5%	1.31%
OSBC	Old Second Bancorp Inc Financial Services	NEW	8,815	NEW	$205,565	NEW	1.26%
FIG	Figma, Inc. Technology	Held	10,000	0	$180,900	−14.4%	1.11%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.