Verity Wealth Advisors Top Holdings and 13F Report (2025) About Verity Wealth AdvisorsInvestment ActivityVerity Wealth Advisors has $134.93 million in total holdings as of March 31, 2025.Verity Wealth Advisors owns shares of 72 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Approximately 0.59% of the portfolio was purchased this quarter.About 1.99% of the portfolio was sold this quarter.This quarter, Verity Wealth Advisors has purchased 72 new stocks and bought additional shares in 10 stocks.Verity Wealth Advisors sold shares of 16 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard Total Stock Market ETF $36,785,703iShares Core S&P 500 ETF $21,286,953Vanguard FTSE All-World ex-US ETF $9,325,284Vanguard FTSE Emerging Markets ETF $3,898,153Vanguard FTSE Developed Markets ETF $3,457,660 Largest New Holdings this Quarter 921909768 - Vanguard Total International Stock ETF $321,181 Holding Largest Purchases this Quarter Vanguard Total International Stock ETF 5,172 shares (about $321.18K)Vanguard Short-Term Treasury Index ETF 4,118 shares (about $241.69K)Vanguard FTSE Emerging Markets ETF 1,121 shares (about $50.74K)Vanguard FTSE Developed Markets ETF 867 shares (about $44.07K)Vanguard Total Stock Market ETF 157 shares (about $43.15K) Largest Sales this Quarter iShares MSCI USA Min Vol Factor ETF 7,242 shares (about $678.28K)Exxon Mobil 5,141 shares (about $611.42K)iShares Currency Hedged MSCI EAFE ETF 9,880 shares (about $358.55K)Schwab U.S. Aggregate Bond ETF 7,553 shares (about $174.93K)Berkshire Hathaway 240 shares (about $127.82K) Sector Allocation Over TimeMap of 500 Largest Holdings ofVerity Wealth Advisors Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$36,785,703$43,150 ▲0.1%133,84427.3%ETFIVViShares Core S&P 500 ETF$21,286,9530.0%37,88415.8%ETFVEUVanguard FTSE All-World ex-US ETF$9,325,284$10,737 ▼-0.1%153,7306.9%ETFVWOVanguard FTSE Emerging Markets ETF$3,898,153$50,736 ▲1.3%86,1282.9%ETFVEAVanguard FTSE Developed Markets ETF$3,457,660$44,070 ▲1.3%68,0242.6%ETFMSFTMicrosoft$3,431,440$76,580 ▼-2.2%9,1412.5%Computer and TechnologyACWXiShares MSCI ACWI ex U.S. ETF$3,099,8400.0%55,9032.3%ManufacturingSCHXSchwab US Large-Cap ETF$2,884,531$90,771 ▼-3.1%130,6402.1%ETFSUSAiShares MSCI USA ESG Select ETF$2,705,6480.0%23,5542.0%ETFHEFAiShares Currency Hedged MSCI EAFE ETF$2,597,100$358,546 ▼-12.1%71,5651.9%ETFSCHFSchwab International Equity ETF$2,198,0480.0%111,1251.6%ETFVNQVanguard Real Estate ETF$2,009,859$124,671 ▼-5.8%22,1991.5%ETFVGSHVanguard Short-Term Treasury Index ETF$1,480,573$241,685 ▲19.5%25,2271.1%ETFSTIPiShares 0-5 Year TIPS Bond ETF$1,432,1280.0%13,8411.1%ETFUSXFiShares ESG Advanced MSCI USA ETF$1,214,8670.0%26,0310.9%ManufacturingSCHBSchwab US Broad Market ETF$1,207,5750.0%56,0880.9%ETFQCOMQUALCOMM$1,197,3900.0%7,7950.9%Computer and TechnologyCTASCintas$1,180,975$32,474 ▼-2.7%5,7460.9%Business ServicesJNJJohnson & Johnson$1,171,6600.0%7,0650.9%MedicalBNDVanguard Total Bond Market ETF$1,162,989$5,288 ▲0.5%15,8340.9%ETFBSVVanguard Short-Term Bond ETF$1,148,602$64,424 ▼-5.3%14,6730.9%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$1,145,4380.0%43,7190.8%ETFIBBiShares Biotechnology ETF$1,138,0870.0%8,8980.8%FinanceUSMViShares MSCI USA Min Vol Factor ETF$1,124,947$678,284 ▼-37.6%12,0110.8%ETFVCSHVanguard Short-Term Corporate Bond ETF$1,065,923$1,658 ▲0.2%13,5030.8%ETFLNTAlliant Energy$1,058,1070.0%16,4430.8%UtilitiesPEPPepsiCo$1,025,1400.0%6,8370.8%Consumer StaplesVOOVanguard S&P 500 ETF$1,020,1110.0%1,9850.8%ETFBRK.BBerkshire Hathaway$977,284$127,819 ▼-11.6%1,8350.7%FinanceXOMExxon Mobil$944,304$611,419 ▼-39.3%7,9400.7%EnergyDMXFiShares ESG Advanced MSCI EAFE ETF$893,332$28,687 ▲3.3%13,2660.7%ManufacturingSCHZSchwab U.S. Aggregate Bond ETF$887,505$174,926 ▼-16.5%38,3210.7%ETFOEFiShares S&P 100 ETF$843,4780.0%3,1140.6%ETFICFiShares Select U.S. REIT ETF$805,496$7,937 ▲1.0%13,0910.6%ETFDSIiShares ESG MSCI KLD 400 ETF$747,4910.0%7,2990.6%ETFGEGE Aerospace$747,1600.0%3,7330.6%IndustrialsIXUSiShares Core MSCI Total International Stock ETF$679,531$32,811 ▼-4.6%9,7340.5%ManufacturingXTiShares Exponential Technologies ETF$678,0570.0%11,7800.5%ManufacturingSUSBiShares ESG Aware 1-5 Year USD Corporate Bond ETF$657,787$15,144 ▲2.4%26,3220.5%ManufacturingIEMGiShares Core MSCI Emerging Markets ETF$642,4990.0%11,9050.5%ETFCMFiShares California Muni Bond ETF$614,2960.0%10,9150.5%ETFESGDiShares ESG Aware MSCI EAFE ETF$599,1960.0%7,3350.4%ManufacturingGILDGilead Sciences$598,1230.0%5,3380.4%MedicalCPNGCoupang$579,5000.0%26,4250.4%Retail/WholesaleMEARiShares Short Maturity Municipal Bond Active ETF$573,9920.0%11,4250.4%ETFPFFiShares Preferred and Income Securities ETF$564,7560.0%18,3780.4%ETFDFUVDimensional US Marketwide Value ETF$526,4580.0%12,7750.4%ETFIWViShares Russell 3000 ETF$524,4240.0%1,6510.4%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$522,447$15,861 ▼-2.9%4,2820.4%ETFAAPLApple$514,8970.0%2,3180.4%Computer and TechnologyIGFiShares Global Infrastructure ETF$495,8020.0%9,0690.4%ManufacturingCOSTCostco Wholesale$472,8900.0%5000.4%Retail/WholesaleICLNiShares Global Clean Energy ETF$449,1940.0%39,3340.3%ETFTMOThermo Fisher Scientific$445,850$26,870 ▼-5.7%8960.3%MedicalSTTState Street$444,427$20,592 ▼-4.4%4,9640.3%FinanceVGTVanguard Information Technology ETF$428,4800.0%7900.3%ETFVOVanguard Mid-Cap ETF$366,491$21,208 ▼-5.5%1,4170.3%ETFUSRTiShares Core U.S. REIT ETF$345,3700.0%5,9960.3%ETFAMZNAmazon.com$338,6630.0%1,7800.3%Retail/WholesaleXLKTechnology Select Sector SPDR Fund$325,2060.0%1,5750.2%ETFVXUSVanguard Total International Stock ETF$321,181$321,181 ▲New Holding5,1720.2%ETFIEFAiShares Core MSCI EAFE ETF$306,3830.0%4,0500.2%ETFBNDXVanguard Total International Bond ETF$293,803$36,616 ▲14.2%6,0180.2%ETFGE VERNOVA INC COM$284,8260.0%9330.2%StockTAT&T$281,7250.0%9,9620.2%Computer and TechnologySUBiShares Short-Term National Muni Bond ETF$271,1810.0%2,5680.2%ETFDFIVDimensional International Value ETF$266,5070.0%6,7710.2%ETFUSFRWisdomTree Bloomberg Floating Rate Treasury Fund$265,0880.0%5,2670.2%FinanceVZVerizon Communications$259,7310.0%5,7260.2%Computer and TechnologyEPPiShares MSCI Pacific ex Japan ETF$253,1340.0%5,7400.2%FinanceVBVanguard Small-Cap ETF$225,0760.0%1,0150.2%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$211,5260.0%4,2390.2%ManufacturingLANDGladstone Land$0$217,000 ▼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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