VERITY Wealth Advisors
Filing Date
Global Rank
#7,907
/ 8,603
▲ 23
· as of Mar 2026
Top Industry
Drug Manufacturers - General
16.7%
3Y Alpha vs SPY
-6.0%
Period ended 3 months ago
Filed Apr 9, 2026 · 3mo
25 quarters · since Mar 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+52.2%
SPY
+76.0%
Annualised alpha
-5.7%
Max drawdown
−13.5%
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
23 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
15.5%
−2.4 pts
Top 5
46.9%
−0.6 pts
Top 10
71.7%
−0.9 pts
HHI
697
Diversified−53
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 30.0% | $4,500,632 |
| Healthcare | 19.3% | $2,886,647 |
| Consumer Defensive | 10.3% | $1,542,695 |
| Financial Services | 10.1% | $1,507,575 |
| Industrials | 9.5% | $1,419,385 |
| Utilities | 5.9% | $877,266 |
| Consumer Cyclical | 5.8% | $869,624 |
| Communication Services | 5.5% | $817,793 |
| Unclassified | 2.2% | $327,121 |
| Energy | 1.6% | $236,445 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedNo qualifying positions this quarter.
Trimmed
Positions the filer reduced
5 positions
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
23 positions ·
$14,985,183 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 | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
Held | 6,279 | $2,324,297 | 15.51% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 6,964 | $1,702,280 | 11.36% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Reduced | 6,726 | $1,044,480 | 6.97% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Held | 7,795 | $1,003,840 | 6.70% | |
| CTAS |
Cintas Corp
Industrials
|
Held | 5,624 | $951,243 | 6.35% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 1,835 | $879,332 | 5.87% | |
| LNT |
Alliant Energy Corp
Utilities
|
Reduced | 12,225 | $877,266 | 5.85% | |
| GILD |
Gilead Sciences, Inc.
Healthcare
|
Held | 5,338 | $743,957 | 4.96% | |
| STT |
State Street Corp
Financial Services
|
Held | 4,964 | $628,243 | 4.19% | |
| AAPL |
Apple Inc.
Technology
|
Held | 2,318 | $588,285 | 3.93% | |
| CPNG |
Coupang, Inc.
Consumer Cyclical
|
Held | 26,425 | $498,904 | 3.33% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Held | 500 | $498,215 | 3.32% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
Held | 896 | $440,410 | 2.94% | |
| INTC |
Intel Corp
Technology
|
Held | 8,448 | $372,810 | 2.49% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Held | 1,780 | $370,720 | 2.47% | |
| SPY |
Spdr S&P 500 ETF Trust
|
NEW | 503 | $327,121 | 2.18% | |
| T |
At&T Inc.
Communication Services
|
Held | 9,962 | $288,798 | 1.93% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Held | 5,726 | $287,445 | 1.92% | |
| GE |
General Electric Co
Industrials
|
Reduced | 933 | $264,757 | 1.77% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Held | 840 | $241,550 | 1.61% | |
| SLB |
Slb Limited/Nv
Energy
|
NEW | 4,601 | $236,445 | 1.58% | |
| FIG |
Figma, Inc.
Technology
|
Held | 10,000 | $211,400 | 1.41% | |
| GEV |
GE Vernova Inc.
Industrials
|
Reduced | 233 | $203,385 | 1.36% |