VERITY Wealth Advisors: 13F holdings
CIK 17631382026Q2
| Positions | 81 |
|---|
| Reported value | $165.6m |
|---|
| Filed | 2026-07-16 |
|---|
Change since last quarter
| Positions | 81 (+0 vs prior quarter) |
|---|
| Reported value | $165.6m (+10.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VTI VANGUARD TOTAL STOCK MARKET ETF | 124,452 | $46.1m | 27.8% |
| IVV ISHARES CORE S&P 500 ETF | 37,776 | $28.3m | 17.1% |
| VEU VANGUARD FTSE ALL-WORLD EX-US | 165,088 | $13.8m | 8.4% |
| VWO VANGUARD FTSE EMERGING MARKETS ETF | 84,936 | $5.1m | 3.1% |
| VEA VANGUARD FTSE DEVELOPED MARKETS ETF | 63,012 | $4.5m | 2.7% |
| ACWX ISHARES MSCI ACWI EX US | 56,508 | $4.3m | 2.6% |
| ACWI ISHARES MSCI USA ESG SELECT ETF | 23,263 | $3.6m | 2.2% |
| SCHF SCHWAB INTERNATIONAL EQUITY ETF | 127,443 | $3.5m | 2.1% |
| SCHX SCHWAB U.S. LARGE-CAP ETF | 87,999 | $2.6m | 1.6% |
| MSFT MICROSOFT CORP COM | 6,432 | $2.4m | 1.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1763138")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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