VERITY Wealth Advisors holds a focused book of 81 stocks worth $165.6M as of Q2 2026 (disclosed Jul 16, 2026, a ~16-day 13F lag). This quarter they opened ExxonMobil Holdings Corp and trimmed Vanguard Total Stock MKT ETF. Their largest long position is Vanguard Total Stock MKT ETF at 28% of the equity book.
VERITY Wealth Advisors is a wealth platform: this book aggregates client accounts across many advisers.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
10% mapped to company sectors
+2 sectors below the cut, under 0.5% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as VERITY Wealth Advisors
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Morgan Stanley | 79 / 80 | $390.1B |
| Bank Of America Corp | 79 / 80 | $299.4B |
| Wells Fargo & Company | 79 / 80 | $141.4B |
| Royal Bank Of Canada | 79 / 80 | $111.4B |
| UBS Group AG | 79 / 80 | $104.1B |
| Jones Financial Companies LLLP | 79 / 80 | $60.7B |
| Cerity Partners LLC | 79 / 80 | $22.4B |
| Cetera Investment Advisers | 79 / 80 | $20.5B |
Ranked by the share of each fund's own book sitting in the names it shares with VERITY Wealth Advisors: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Total Stock Market ETF ETF | $46.1M | 124.5K | 27.8% | ▼−1.5% Reduced · −2K sh | |
| 2 | Ishares Core S&P 500 ETF ETF | $28.3M | 37.8K | 17.1% | —Held | |
| 3 | Vanguard Ftse All-World Ex-US ETF | $13.8M | 165.1K | 8.4% | ▲+2.2% Added · +4K sh | |
| 4 | Vanguard Ftse Emerging Markets ETF ETF | $5.1M | 84.9K | 3.1% | —Held | |
| 5 | Vanguard Ftse Developed Markets ETF ETF | $4.5M | 63.0K | 2.7% | —Held | |
| 6 | Ishares Msci Acwi Ex US ETF | $4.3M | 56.5K | 2.6% | ▲+0.3% Added · +165 sh | |
| 7 | Ishares Msci USA Esg Select ETF ETF | $3.6M | 23.3K | 2.2% | ▼−1.2% Reduced · −291 sh | |
| 8 | Schwab International Equity ETF ETF | $3.5M | 127.4K | 2.1% | ▲+19% Added · +21K sh | |
| 9 | Schwab U.S. Large-Cap ETF ETF | $2.6M | 88.0K | 1.6% | ▼−2.4% Reduced · −2K sh | |
| 10 | Microsoft Corp Com Stock | $2.4M | 6.4K | 1.4% | ▲+2.4% Added · +153 sh | |
| 11 | Vanguard REIT Index ETF ETF | $2.2M | 23.0K | 1.3% | ▲+0.8% Added · +172 sh | |
| 12 | Ishares Currency Hedged Msci Eafe ETF ETF | $1.9M | 40.0K | 1.1% | —Held | |
| 13 | Ishares Esg Advanced Msci USA ETF ETF | $1.8M | 26.5K | 1.1% | ▲+0.9% Added · +231 sh | |
| 14 | Johnson & Johnson Com Stock | $1.8M | 7.0K | 1.1% | —Held | |
| 15 | Dimensional World Ex U.S. Core Equity 2 ETF ETF | $1.6M | 43.7K | 1.0% | —Held | |
| 16 | Vanguard Total International Stock ETF ETF | $1.5M | 18.0K | 0.9% | —Held | |
| 17 | Vanguard Short-Term Treasury ETF ETF | $1.5M | 25.3K | 0.9% | ▼−5.1% Reduced · −1K sh | |
| 18 | Qualcomm Inc Stock | $1.4M | 7.8K | 0.9% | —Held | |
| 19 | Vanguard S&P 500 ETF ETF | $1.4M | 2.0K | 0.8% | —Held | |
| 20 | Ishares Core Msci Emerging Markets ETF ETF | $1.3M | 15.9K | 0.8% | ▲+0.4% Added · +60 sh | |
| 21 | Intel Corp Com Stock | $1.2M | 8.7K | 0.7% | ▲+2.8% Added · +237 sh | |
| 22 | Ishares Msci USA Min Vol Factor ETF ETF | $1.2M | 12.1K | 0.7% | —Held | |
| 23 | Ishares Core Msci Total International Stock ETF ETF | $1.1M | 12.0K | 0.7% | ▲+7.9% Added · +884 sh | |
| 24 | Ishares Esg Advanced Msci Eafe ETF ETF | $1.1M | 13.4K | 0.7% | ▲+0.7% Added · +92 sh | |
| 25 | Vanguard Total Bond Market ETF ETF | $1.1M | 15.0K | 0.7% | ▼−3.3% Reduced · −516 sh | |
| 26 | Vanguard Short Term Corp Bond FD ETF ETF | $1.1M | 13.7K | 0.7% | ▲+0.3% Added · +36 sh | |
| 27 | Ishares International Treasury Bond ETF ETF | $1.0M | 25.2K | 0.6% | ▲+39% Added · +7K sh | |
| 28 | Ishares TR S&P Citigroup 1-3 Yr Intl Treasury ETF | $973K | 13.1K | 0.6% | ▲+29% Added · +3K sh | |
| 29 | Alliant Energy Corp Com Stock | $933K | 12.2K | 0.6% | —Held | |
| 30 | Pepsico Inc Com Stock | $911K | 6.7K | 0.6% | —Held | |
| 31 | Ishares Esg Msci KLD 400 ETF ETF | $905K | 6.4K | 0.5% | —Held | |
| 32 | Ishares Cohen & Steers REIT ETF ETF | $901K | 13.3K | 0.5% | ▲+0.3% Added · +40 sh | |
| 33 | Schwab US Aggregate Bond ETF ETF | $863K | 37.3K | 0.5% | ▲+8.7% Added · +3K sh | |
| 34 | State STR Corp Com Stock | $842K | 5.0K | 0.5% | —Held | |
| 35 | Invesco International Corporate Bond ETF ETF | $829K | 35.8K | 0.5% | ▲+10% Added · +3K sh | |
| 36 | Ishares Msci Eafe Value ETF ETF | $812K | 10.6K | 0.5% | —Held | |
| 37 | Cintas Corp Stock | $798K | 4.7K | 0.5% | ▼−17% Reduced · −934 sh | |
| 38 | Ishares S&P 500 Value ETF ETF | $783K | 3.4K | 0.5% | —Held | |
| 39 | Ishares Esg Aware Msci Eafe ETF ETF | $764K | 7.4K | 0.5% | ▲+1.3% Added · +97 sh | |
| 40 | Vanguard Short-Term Bond ETF ETF | $761K | 9.8K | 0.5% | —Held | |
| 41 | Ishares Nasdaq Biotechnology ETF | $734K | 3.9K | 0.4% | ▼−22% Reduced · −1K sh | |
| 42 | Ishares Russell 3000 ETF ETF | $704K | 1.7K | 0.4% | —Held | |
| 43 | Ishares TR S&P 1500 Index FD ETF | $684K | 4.2K | 0.4% | —Held | |
| 44 | Gilead Sciences Inc Stock | $674K | 5.3K | 0.4% | —Held | |
| 45 | Ishares 0-5 Year Tips Bond ETF ETF | $673K | 6.6K | 0.4% | ▼−52% Reduced · −7K sh | |
| 46 | Apple Inc Com Stock | $671K | 2.3K | 0.4% | —Held | |
| 47 | Ishares Esg Aware 1-5 Year Usd Corporate Bond ETF ETF | $658K | 26.3K | 0.4% | —Held | |
| 48 | State Street Technology Select Sector SPDR ETF ETF | $614K | 3.2K | 0.4% | ▲+2.4% Added · +75 sh | |
| 49 | Vanguard Total International Bond ETF ETF | $588K | 12.1K | 0.4% | —Held | |
| 50 | Berkshire Hathaway Inc Del CL B New Stock | $493K | 985 | 0.3% | ▼−46% Reduced · −850 sh |
This wealth platform page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1763138/holdings"
Use Arkolith to show VERITY Wealth Advisors's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 16, 2026 | 16d | 81 | $165.6M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 9, 2026 | 9d | 81 | $149.7M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 7, 2026 | 7d | 82 | $161.2M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 17, 2025 | 17d | 78 | $158.3M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 8, 2025 | 39d | 75 | $148.9M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 22, 2025 | 22d | 72 | $134.9M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 7, 2025 | 38d | 72 | $138.5M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 3, 2024 | 3d | 73 | $142.2M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.