Investor
VERITY Wealth Advisors
CIK 0001763138 · filed 2026-04-09 · SEC filing
13F book
$149.7M
Positions
81
3 new · 3 sold
Largest name
27.1%
Vanguard Index Fds
Est. mark
−$3.64M
Price effect on 78 names still held. Flow −$7.68M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Vanguard Index Fds | — | 126.3K | $40.5M | 27.1% | −$1.83M | Cut−$3.14M |
| Ishares Tr | — | 37.8K | $24.7M | 16.5% | −$1.2M | Cut−$1.25M |
| Vanguard Intl Equity Index F | — | 161.5K | $12.1M | 8.1% | $248.7K | Cut$99.7K |
| Vanguard Intl Equity Index F | — | 84.9K | $4.59M | 3.1% | $24.6K | Cut−$38.9K |
| Vanguard Tax-Managed Fds | — | 63K | $4.04M | 2.7% | $101.4K | Cut−$205.9K |
| Ishares Tr | — | 56.3K | $3.86M | 2.6% | $75.5K | Held |
| Ishares Tr | — | 23.6K | $3.11M | 2.1% | −$170.6K | Held |
| Schwab Strategic Tr | — | 106.8K | $2.64M | 1.8% | $75.8K | Held |
| Microsoft Corp | MSFT | 6.28K | $2.32M | 1.6% | −$712.4K | Held |
| Schwab Strategic Tr | — | 90.2K | $2.31M | 1.5% | −$114.5K | Cut−$1.2M |
| Vanguard Index Fds | — | 22.8K | $2.03M | 1.4% | $4.85K | Cut−$160.1K |
| Johnson & Johnson | JNJ | 6.96K | $1.7M | 1.1% | $261.1K | Cut$240.2K |
| Ishares Tr | — | 40K | $1.7M | 1.1% | $45.4K | Cut−$1.31M |
| Vanguard Scottsdale Fds | — | 26.7K | $1.56M | 1.0% | −$4.87K | Added$56.8K |
| Dimensional Etf Trust | — | 43.7K | $1.49M | 1.0% | $54.2K | Held |
| Ishares Tr | — | 26.2K | $1.45M | 1.0% | −$62K | Added−$50.6K |
| Ishares Tr | — | 13.8K | $1.43M | 1.0% | $14.4K | Held |
| Vanguard Star Fds | — | 18K | $1.39M | 0.9% | $19.1K | Added$530.8K |
| Vanguard Index Fds | — | 1.99K | $1.19M | 0.8% | −$58.7K | Held |
| Vanguard Bd Index Fds | — | 15.5K | $1.14M | 0.8% | −$6.65K | Cut−$48.9K |
| Ishares Tr | — | 12.1K | $1.12M | 0.8% | −$17.2K | Held |
| Ishares Inc | — | 15.9K | $1.11M | 0.7% | $30.7K | Added$290.6K |
| Vanguard Scottsdale Fds | — | 13.6K | $1.08M | 0.7% | −$6.21K | Added−$4.47K |
| Ishares Tr | — | 11.7K | $1.06M | 0.7% | $4.33K | Added$699.5K |
| Pepsico Inc | PEP | 6.73K | $1.04M | 0.7% | $79.2K | Cut$63.2K |
| Ishares Tr | — | 13.3K | $1.01M | 0.7% | $3.85K | Added$9.13K |
| Qualcomm Inc | — | 7.79K | $1M | 0.7% | −$329.5K | Held |
| Ishares Tr | — | 11.1K | $965.5K | 0.6% | $21.8K | Added$44.1K |
| Cintas Corp | CTAS | 5.62K | $951.2K | 0.6% | −$106.5K | Held |
| Berkshire Hathaway Inc Del | — | 1.83K | $879.3K | 0.6% | −$43K | Held |
| Alliant Energy Corp | LNT | 12.2K | $877.3K | 0.6% | $82.5K | Cut−$191.7K |
| Ishares Tr | — | 4.94K | $834.7K | 0.6% | $415 | Cut−$667.1K |
| Ishares Tr | — | 13.3K | $822.1K | 0.5% | $29.4K | Added$30.8K |
| Schwab Us Aggregate Bond | — | 34.3K | $796.6K | 0.5% | −$5.15K | Cut−$42.7K |
| Ishares Tr | — | 10.6K | $788.9K | 0.5% | $31.2K | Cut$29.5K |
| Ishares Tr | — | 6.36K | $770.2K | 0.5% | −$48.6K | Held |
| Vanguard Bd Index Fds | — | 9.77K | $765.8K | 0.5% | −$3.91K | Cut−$383.4K |
| Ishares Tr | — | 10.2K | $756K | 0.5% | −$5.7K | Added$349.9K |
| Invesco Exch Traded Fd Tr Ii | — | 32.4K | $749.2K | 0.5% | −$13.5K | Added$336.3K |
| Ishares Tr | — | 18.2K | $747.4K | 0.5% | −$5.76K | Added$347.4K |
| Gilead Sciences, Inc. | GILD | 5.34K | $744K | 0.5% | $88.8K | Held |
| Ishares Tr | — | 3.45K | $728K | 0.5% | −$3.17K | Cut−$4.02K |
| Ishares Tr | — | 7.33K | $701.4K | 0.5% | $3.89K | Held |
| Ishares Tr | — | 26.3K | $659.8K | 0.4% | −$4.61K | Held |
| State Str Corp | — | 4.96K | $628.2K | 0.4% | −$12.2K | Held |
| Dimensional Etf Trust | — | 12.8K | $619.1K | 0.4% | $23.9K | Held |
| Ishares Tr | — | 1.65K | $612K | 0.4% | −$26.7K | Held |
| Ishares Tr | — | 4.17K | $593.2K | 0.4% | −$26.1K | Held |
| Apple Inc. | AAPL | 2.32K | $588.3K | 0.4% | −$41.9K | Held |
| Vanguard Charlotte Fds | — | 12.1K | $583.7K | 0.4% | −$1.65K | Added$287.4K |
| Vanguard World Fd | — | 790 | $551.2K | 0.4% | −$44.3K | Held |
| Coupang, Inc. | CPNG | 26.4K | $498.9K | 0.3% | −$124.5K | Held |
| Costco Whsl Corp New | — | 500 | $498.2K | 0.3% | $67K | Held |
| Thermo Fisher Scientific Inc. | TMO | 896 | $440.4K | 0.3% | −$78.8K | Held |
| Select Sector Spdr Tr | — | 3.15K | $418.6K | 0.3% | −$34.9K | Held |
| Vanguard Index Fds | — | 1.43K | $411.2K | 0.3% | −$4.42K | Added−$3.27K |
| Ishares Tr | — | 5.79K | $394.3K | 0.3% | −$9.2K | Held |
| Exxon Mobil Corp | — | 2.27K | $385.8K | 0.3% | $112.2K | Cut−$569.7K |
| Intel Corp | INTC | 8.45K | $372.8K | 0.2% | $61.1K | Held |
| Amazon Com Inc | AMZN | 1.78K | $370.7K | 0.2% | −$40.1K | Held |
| Dimensional Etf Trust | — | 6.77K | $357.4K | 0.2% | $19.5K | Held |
| Ishares Tr | — | 6K | $354.9K | 0.2% | $13.4K | Held |
| Spdr S&P 500 Etf Tr | — | 503 | $327.1K | 0.2% | — | New |
| Ishares Inc | — | 5.74K | $305K | 0.2% | $15.3K | Held |
| At&T Inc | — | 9.96K | $288.8K | 0.2% | $41.3K | Held |
| Verizon Communications Inc | VZ | 5.73K | $287.4K | 0.2% | $54.2K | Held |
| Ishares Tr | — | 2.57K | $273.5K | 0.2% | −$514 | Held |
| Ishares U S Etf Tr | — | 5.38K | $271K | 0.2% | $107 | Held |
| Schwab Strategic Tr | — | 10.6K | $266.6K | 0.2% | −$12K | Cut−$1.2M |
| Vanguard Index Fds | — | 1.01K | $265.8K | 0.2% | $4.03K | Held |
| Wisdomtree Tr | — | 5.27K | $265.1K | 0.2% | $106 | Held |
| Ge Aerospace | — | 933 | $264.8K | 0.2% | −$22.6K | Cut−$885.1K |
| Ishares Tr | — | 13.6K | $249.4K | 0.2% | $25.4K | Held |
| Alphabet Inc | — | 840 | $241.6K | 0.2% | −$21.4K | Held |
| Slb Limited/Nv | SLB | 4.6K | $236.4K | 0.2% | — | New |
| Alphabet Inc | — | 820 | $235.2K | 0.2% | −$22.1K | Held |
| Vanguard Malvern Fds | — | 4.24K | $211.7K | 0.1% | $2.08K | Held |
| Figma, Inc. | FIG | 10K | $211.4K | 0.1% | −$162.3K | Held |
| Ishares Tr | — | 1.64K | $203.9K | 0.1% | — | New |
| GE Vernova Inc. | GEV | 233 | $203.4K | 0.1% | $51.1K | Cut−$406.4K |
| Ishares Tr | — | 1.89K | $200.9K | 0.1% | −$1.81K | Added−$746 |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.