Verity Wealth Advisors

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 72Value: $134.9MLatest: 2025Q1

VERITY Wealth Advisors is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 72 holdings worth $0.1 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "T",
  "GILD",
  "QCOM",
  "HEFA",
  null,
  "ICF",
  null,
  "MSFT",
  "GE",
  null,
  "PEP",
  "VGSH",
  "IEMG",
  null,
  "IVV",
  "AAPL",
  "VZ",
  null,
  "IEFA",
  "SCHX",
  null,
  "TMO",
  "VNQ",
  "VO",
  null,
  "VWO",
  null,
  "IWV",
  null,
  null,
  null,
  null,
  "AMZN",
  "SCHB",
  null,
  "ESGD",
  null,
  null,
  "VEU",
  "VGT",
  "VEA",
  null,
  "VXUS",
  "BNDX",
  "BND",
  "BSV",
  "VB",
  "VOO",
  null,
  "LNT",
  null,
  null,
  "SCHF",
  "IXUS",
  null,
  "GEV",
  null,
  null,
  "BRK-B",
  "CTAS",
  "COST",
  "CPNG",
  null,
  "DFAX",
  null,
  "USMV",
  "STT",
  "XOM",
  "JNJ",
  "XLK",
  "ITOT",
  "VTI"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-22
Total Holdings: 72
Total Value: 134929278
Accession Number: 0001763138-25-000004
Form Type: 13F-HR
CIK: verity-wealth-advisors
Manager Name: Verity-Wealth-Advisors

Data Enrichment

67% identified

48 identified24 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

72 positions • $134.9M total value

SEC FilingSEC DataHachi Filing

Manager:

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922908769

VTI|922908769

Shares:133.8K

Value:$36.8M

% of Portfolio:27.3% ($36.8M/$134.9M)

464287200

IVV|464287200

Shares:37.9K

Value:$21.3M

% of Portfolio:15.8% ($21.3M/$134.9M)

922042775

VEU|922042775

Shares:153.7K

Value:$9.3M

% of Portfolio:6.9% ($9.3M/$134.9M)

922042858

VWO|922042858

Shares:86.1K

Value:$3.9M

% of Portfolio:2.9% ($3.9M/$134.9M)

921943858

VEA|921943858

Shares:68.0K

Value:$3.5M

% of Portfolio:2.6% ($3.5M/$134.9M)

MICROSOFT CORP

MSFT|594918104

Shares:9.1K

Value:$3.4M

% of Portfolio:2.5% ($3.4M/$134.9M)

464288240

Shares:55.9K

Value:$3.1M

% of Portfolio:2.3% ($3.1M/$134.9M)

808524201

SCHX|808524201

Shares:130.6K

Value:$2.9M

% of Portfolio:2.1% ($2.9M/$134.9M)

464288802

Shares:23.6K

Value:$2.7M

% of Portfolio:2.0% ($2.7M/$134.9M)

46434V803

HEFA|46434V803

Shares:71.6K

Value:$2.6M

% of Portfolio:1.9% ($2.6M/$134.9M)

808524805

SCHF|808524805

Shares:111.1K

Value:$2.2M

% of Portfolio:1.6% ($2.2M/$134.9M)

922908553

VNQ|922908553

Shares:22.2K

Value:$2.0M

% of Portfolio:1.5% ($2.0M/$134.9M)

92206C102

VGSH|92206C102

Shares:25.2K

Value:$1.5M

% of Portfolio:1.1% ($1.5M/$134.9M)

46429B747

Shares:13.8K

Value:$1.4M

% of Portfolio:1.1% ($1.4M/$134.9M)

46436E767

Shares:26.0K

Value:$1.2M