VERITY Wealth Advisors
Registered adviserRegulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
| Rosters | Regulatory AUM | Main clients |
|---|---|---|
| Feb 2026 to Nov 2026 | $278,532,127 | Individuals and high net worth (100%) |
| Apr 2025 to Jan 2026 | $244,761,670 | Individuals and high net worth (100%) |
| Mar 2024 to Mar 2025 | $217,811,664 | Individuals and high net worth (100%) |
| May 2023 to Feb 2024 | $189,454,616 | Individuals and high net worth (100%) |
| Apr 2023 | $189,454,616 | Individuals and high net worth (100%) |
| Mar 2022 to Mar 2023 | $201,933,158 | Individuals and high net worth (100%) |
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: every 13F filer's combined book, active share 85.2%; sector active share 76.9% against the combined 13F book's sector weights.
Over time 26 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
81 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 89.8% | $148,649,640 |
| Technology | 3.6% | $5,904,024 |
| Healthcare | 2.0% | $3,251,067 |
| Financial Services | 0.9% | $1,540,343 |
| Industrials | 0.9% | $1,461,227 |
| Consumer Defensive | 0.8% | $1,378,435 |
| Communication Services | 0.6% | $1,047,803 |
| Utilities | 0.6% | $932,645 |
| Consumer Cyclical | 0.5% | $883,247 |
| Energy | 0.3% | $524,801 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SCHF | Schwab International Equity ETF | +20,674 | 127,443 | $3,530,171 | |
| IGOV | iShares International Treasury Bond ETF | +7,043 | 25,245 | $1,035,802 | |
| VO | VANGUARD MID-CAP INDEX FUND | +3,611 | 5,043 | $406,314 | |
| VEU | Vanguard International Equity Index Funds | +3,605 | 165,088 | $13,826,120 | |
| PICB | Invesco International Corporate Bond ETF | +3,359 | 35,790 | $828,896 | |
| SCHZ | Schwab U.S. Aggregate Bond ETF | +2,998 | 37,305 | $862,864 | |
| ISHG | iShares 1-3 Year International Treasury Bond ETF | +2,918 | 13,109 | $973,343 | |
| VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND | +2,562 | 6,801 | $341,614 | |
| IXUS | iShares Core MSCI Total International Stock ETF | +884 | 12,028 | $1,147,952 | |
| T | At&T Inc. | +446 | 10,408 | $215,445 | |
| INTC | Intel Corp | +237 | 8,685 | $1,212,686 | |
| USXF | iShares ESG Advanced MSCI USA ETF | +231 | 26,467 | $1,838,133 | |
| VNQ | VANGUARD REAL ESTATE INDEX FUND | +172 | 23,020 | $2,219,818 | |
| ACWX | iShares MSCI ACWI ex U.S. ETF | +165 | 56,508 | $4,300,823 | |
| MSFT | Microsoft Corp | +153 | 6,432 | $2,399,264 | |
| ESGD | iShares ESG Aware MSCI EAFE ETF | +97 | 7,432 | $764,083 | |
| DMXF | iShares ESG Advanced MSCI EAFE ETF | +92 | 13,428 | $1,136,008 | |
| XLK | State Street(R) Technology Select Sector SPDR(R) ETF | +75 | 3,225 | $614,427 | |
| IEMG | iShares Trust | +60 | 15,912 | $1,318,150 | |
| ICF | iShares Select U.S. REIT ETF | +40 | 13,323 | $901,034 | |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | +36 | 13,676 | $1,080,814 | |
| GEV | GE Vernova Inc. | +35 | 268 | $314,862 | |
| VB | Vanguard Index Funds | +20 | 1,035 | $313,729 | |
| ICLN | iShares Global Clean Energy ETF | +17 | 13,654 | $279,770 | |
| MUB | iShares National Muni Bond ETF | +15 | 1,908 | $205,338 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| STIP | iShares 0-5 Year TIPS Bond ETF | −7,258 | 6,583 | $672,519 | |
| IEFA | iShares Core MSCI EAFE ETF | −7,190 | 4,539 | $438,376 | |
| SCHX | Schwab U.S. Large-Cap ETF | −2,162 | 87,999 | $2,589,810 | |
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND | −1,887 | 124,452 | $46,052,218 | |
| VGSH | VANGUARD SHORT-TERM TREASURY INDEX FUND | −1,371 | 25,331 | $1,474,264 | |
| — | −1,083 | 3,860 | $734,133 | ||
| CTAS | Cintas Corp | −934 | 4,690 | $797,675 | |
| BRK-B | Berkshire Hathaway Inc | −850 | 985 | $492,884 | |
| BND | VANGUARD TOTAL BOND MARKET INDEX FUND | −516 | 15,022 | $1,102,765 | |
| — | −291 | 23,263 | $3,589,480 | ||
| TMO | Thermo Fisher Scientific Inc. | −189 | 707 | $354,461 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| VTI |
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
Reduced | 124,452 | $46,052,218 | 27.81% | |
| IVV |
iShares Core S&P 500 ETF
|
Held | 37,776 | $28,290,068 | 17.09% | |
| VEU |
Vanguard International Equity Index Funds
|
Added | 165,088 | $13,826,120 | 8.35% | |
| VWO |
VANGUARD EMERGING MARKETS STOCK INDEX FUND
|
Held | 84,936 | $5,069,829 | 3.06% | |
| VEA |
Vanguard FTSE Developed Markets ETF
|
Held | 63,012 | $4,489,605 | 2.71% | |
| ACWX |
iShares MSCI ACWI ex U.S. ETF
|
Added | 56,508 | $4,300,823 | 2.60% | |
|
|
Reduced | 23,263 | $3,589,480 | 2.17% | ||
| SCHF |
Schwab International Equity ETF
|
Added | 127,443 | $3,530,171 | 2.13% | |
| SCHX |
Schwab U.S. Large-Cap ETF
|
Reduced | 87,999 | $2,589,810 | 1.56% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 6,432 | $2,399,264 | 1.45% | |
| VNQ |
VANGUARD REAL ESTATE INDEX FUND
|
Added | 23,020 | $2,219,818 | 1.34% | |
| HEFA |
iShares Currency Hedged MSCI EAFE ETF
|
Held | 40,000 | $1,877,200 | 1.13% | |
| USXF |
iShares ESG Advanced MSCI USA ETF
|
Added | 26,467 | $1,838,133 | 1.11% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Held | 6,964 | $1,768,647 | 1.07% | |
| DFAX |
Dimensional World ex. U.S. Core Equity 2 ETF
|
Held | 43,719 | $1,610,607 | 0.97% | |
| VXUS |
Vanguard Total International Stock ETF
|
Held | 18,045 | $1,542,667 | 0.93% | |
| VGSH |
VANGUARD SHORT-TERM TREASURY INDEX FUND
|
Reduced | 25,331 | $1,474,264 | 0.89% | |
| QCOM |
Qualcomm Inc
Technology
|
Held | 7,795 | $1,440,438 | 0.87% | |
| VOO |
VANGUARD 500 INDEX FUND
|
Held | 1,985 | $1,363,317 | 0.82% | |
| IEMG |
iShares Trust
|
Added | 15,912 | $1,318,150 | 0.80% | |
| INTC |
Intel Corp
Technology
|
Added | 8,685 | $1,212,686 | 0.73% | |
| USMV |
iShares MSCI USA Min Vol Factor ETF
|
Held | 12,102 | $1,167,358 | 0.71% | |
| IXUS |
iShares Core MSCI Total International Stock ETF
|
Added | 12,028 | $1,147,952 | 0.69% | |
| DMXF |
iShares ESG Advanced MSCI EAFE ETF
|
Added | 13,428 | $1,136,008 | 0.69% | |
| BND |
VANGUARD TOTAL BOND MARKET INDEX FUND
|
Reduced | 15,022 | $1,102,765 | 0.67% | |
| VCSH |
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND
|
Added | 13,676 | $1,080,814 | 0.65% | |
| IGOV |
iShares International Treasury Bond ETF
|
Added | 25,245 | $1,035,802 | 0.63% | |
| ISHG |
iShares 1-3 Year International Treasury Bond ETF
|
Added | 13,109 | $973,343 | 0.59% | |
| LNT |
Alliant Energy Corp
Utilities
|
Held | 12,225 | $932,645 | 0.56% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Held | 6,726 | $910,700 | 0.55% | |
| DSI |
iShares ESG MSCI KLD 400 ETF
|
Held | 6,355 | $904,888 | 0.55% | |
| ICF |
iShares Select U.S. REIT ETF
|
Added | 13,323 | $901,034 | 0.54% | |
| SCHZ |
Schwab U.S. Aggregate Bond ETF
|
Added | 37,305 | $862,864 | 0.52% | |
| STT |
State Street Corp
Financial Services
|
Held | 4,964 | $841,894 | 0.51% | |
| PICB |
Invesco International Corporate Bond ETF
|
Added | 35,790 | $828,896 | 0.50% | |
| EFV |
iShares MSCI EAFE Value ETF
|
Held | 10,611 | $812,272 | 0.49% | |
| CTAS |
Cintas Corp
Industrials
|
Reduced | 4,690 | $797,675 | 0.48% | |
| IVE |
iShares S&P 500 Value ETF
|
Held | 3,448 | $782,902 | 0.47% | |
| ESGD |
iShares ESG Aware MSCI EAFE ETF
|
Added | 7,432 | $764,083 | 0.46% | |
| BSV |
VANGUARD SHORT-TERM BOND INDEX FUND
|
Held | 9,767 | $760,946 | 0.46% | |
|
|
Reduced | 3,860 | $734,133 | 0.44% | ||
| IWV |
iShares Russell 3000 ETF
|
Held | 1,651 | $703,986 | 0.43% | |
| ITOT |
iShares Core S&P Total U.S. Stock Market ETF
|
Held | 4,165 | $684,184 | 0.41% | |
| GILD |
Gilead Sciences, Inc.
Healthcare
|
Held | 5,338 | $674,402 | 0.41% | |
| STIP |
iShares 0-5 Year TIPS Bond ETF
|
Reduced | 6,583 | $672,519 | 0.41% | |
| AAPL |
Apple Inc.
Technology
|
Held | 2,318 | $670,736 | 0.41% | |
| SUSB |
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
|
Held | 26,322 | $657,786 | 0.40% | |
| XLK |
State Street(R) Technology Select Sector SPDR(R) ETF
|
Added | 3,225 | $614,427 | 0.37% | |
| BNDX |
Vanguard Total International Bond ETF
|
Held | 12,147 | $588,279 | 0.36% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 985 | $492,884 | 0.30% |
Showing the top 50 of 81 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
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.