VERITY Wealth Advisors

CIK

1763138

Location

SAUSALITO, X1

Portfolio Value

Micro $15,370,989

Diversification

Diversified

Filing Date

Global Rank

#7,531 / 8,232 ▲ 132

Top Industry

Drug Manufacturers - General 16.3%

3Y Alpha vs SPY

-6.9%

Period ended 2 months ago

Filed Apr 9, 2026 · 2mo

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+48.0%

SPY

+76.5%

Annualised alpha

-6.9%

Max drawdown

−13.2%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

24 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

15.1%

−1.8 pts

Top 5

45.7%

+0.8 pts

Top 10

69.9%

−0.6 pts

HHI

669

Diversified−32

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	29.3%	$4,500,632	5
Healthcare	18.8%	$2,886,647	3
Consumer Defensive	10.0%	$1,542,695	2
Financial Services	9.8%	$1,507,575	2
Industrials	9.2%	$1,419,385	3
Utilities	5.7%	$877,266	1
Consumer Cyclical	5.7%	$869,624	2
Communication Services	5.3%	$817,793	3
Energy	4.0%	$622,251	2
Unclassified	2.1%	$327,121	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

No qualifying positions this quarter.

Trimmed

Positions the filer reduced

6 positions

Ticker	Company	Δ Shares	Shares	Value
XOM	Exxon Mobil Corp	−5,666	2,274	$385,806
LNT	Alliant Energy Corp	−4,218	12,225	$877,266
GE	General Electric Co	−2,800	933	$264,757
GEV	GE Vernova Inc.	−700	233	$203,385
PEP	Pepsico Inc	−111	6,726	$1,044,480
JNJ	Johnson & Johnson	−101	6,964	$1,702,280
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
SPY	Spdr S&P 500 ETF Trust	503	$327,121
SLB	Slb Limited/Nv	4,601	$236,445
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

24 positions · $15,370,989 total · as of Mar 31, 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	Held	6,279	0	$2,324,297	−23.5%	15.12%
JNJ	Johnson & Johnson Healthcare	Reduced	6,964	-101	$1,702,280	+16.4%	11.07%
PEP	Pepsico Inc Consumer Defensive	Reduced	6,726	-111	$1,044,480	+6.4%	6.80%
QCOM	Qualcomm Inc/De Technology	Held	7,795	0	$1,003,840	−24.7%	6.53%
CTAS	Cintas Corp Industrials	Held	5,624	0	$951,243	−10.1%	6.19%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	1,835	0	$879,332	−4.7%	5.72%
LNT	Alliant Energy Corp Utilities	Reduced	12,225	-4,218	$877,266	−17.9%	5.71%
GILD	Gilead Sciences, Inc. Healthcare	Held	5,338	0	$743,957	+13.5%	4.84%
STT	State Street Corp Financial Services	Held	4,964	0	$628,243	−1.9%	4.09%
AAPL	Apple Inc. Technology	Held	2,318	0	$588,285	−6.6%	3.83%
CPNG	Coupang, Inc. Consumer Cyclical	Held	26,425	0	$498,904	−20.0%	3.25%
COST	Costco Wholesale Corp /New Consumer Defensive	Held	500	0	$498,215	+15.5%	3.24%
TMO	Thermo Fisher Scientific Inc. Healthcare	Held	896	0	$440,410	−15.2%	2.87%
XOM	Exxon Mobil Corp Energy	Reduced	2,274	-5,666	$385,806	−59.6%	2.51%
INTC	Intel Corp Technology	Held	8,448	0	$372,810	+19.6%	2.43%
AMZN	Amazon Com Inc Consumer Cyclical	Held	1,780	0	$370,720	−9.8%	2.41%
SPY	Spdr S&P 500 ETF Trust	NEW	503	NEW	$327,121	NEW	2.13%
T	At&T Inc. Communication Services	Held	9,962	0	$288,798	+16.7%	1.88%
VZ	Verizon Communications Inc Communication Services	Held	5,726	0	$287,445	+23.3%	1.87%
GE	General Electric Co Industrials	Reduced	933	-2,800	$264,757	−77.0%	1.72%
GOOGL	Alphabet Inc. Communication Services	Held	840	0	$241,550	−8.1%	1.57%
SLB	Slb Limited/Nv Energy	NEW	4,601	NEW	$236,445	NEW	1.54%
FIG	Figma, Inc. Technology	Held	10,000	0	$211,400	−43.4%	1.38%
GEV	GE Vernova Inc. Industrials	Reduced	233	-700	$203,385	−66.6%	1.32%