Verity Wealth Advisors Top Holdings and 13F Report (2025) About Verity Wealth AdvisorsInvestment ActivityVerity Wealth Advisors has $138.55 million in total holdings as of December 31, 2024.Verity Wealth Advisors owns shares of 72 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Approximately 3.37% of the portfolio was purchased this quarter.About 0.94% of the portfolio was sold this quarter.This quarter, Verity Wealth Advisors has purchased 73 new stocks and bought additional shares in 15 stocks.Verity Wealth Advisors sold shares of 8 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard Total Stock Market ETF $38,743,690iShares Core S&P 500 ETF $22,301,483Vanguard FTSE All-World ex-US ETF $8,835,789Microsoft $3,938,918Vanguard FTSE Emerging Markets ETF $3,743,708 Largest Purchases this Quarter Schwab US Large-Cap ETF 89,834 shares (about $2.08M)Schwab International Equity ETF 55,607 shares (about $1.03M)Schwab US Broad Market ETF 37,392 shares (about $848.80K)Schwab U.S. Aggregate Bond ETF 22,982 shares (about $521.69K)Vanguard FTSE Developed Markets ETF 1,462 shares (about $69.91K) Largest Sales this Quarter iShares Short-Term National Muni Bond ETF 7,760 shares (about $818.53K)WisdomTree Bloomberg Floating Rate Treasury Fund 3,200 shares (about $161.02K)iShares MSCI USA Min Vol Factor ETF 1,718 shares (about $152.54K)Amazon.com 440 shares (about $96.53K)Vanguard Total Stock Market ETF 123 shares (about $35.65K) 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$38,743,690$35,647 ▼-0.1%133,68728.0%ETFIVViShares Core S&P 500 ETF$22,301,4830.0%37,88416.1%ETFVEUVanguard FTSE All-World ex-US ETF$8,835,789$402 ▼0.0%153,9076.4%ETFMSFTMicrosoft$3,938,9180.0%9,3452.8%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$3,743,7080.0%85,0072.7%ETFVEAVanguard FTSE Developed Markets ETF$3,211,448$69,913 ▲2.2%67,1572.3%ETFSCHXSchwab US Large-Cap ETF$3,123,528$2,082,352 ▲200.0%134,7512.3%ETFACWXiShares MSCI ACWI ex U.S. ETF$2,915,918$10,954 ▲0.4%55,9032.1%ManufacturingSUSAiShares MSCI USA ESG Select ETF$2,863,9310.0%23,5542.1%ETFHEFAiShares Currency Hedged MSCI EAFE ETF$2,830,227$14,560 ▲0.5%81,4452.0%ETFVNQVanguard Real Estate ETF$2,100,168$11,670 ▲0.6%23,5761.5%ETFSCHFSchwab International Equity ETF$2,055,808$1,028,727 ▲100.2%111,1251.5%ETFUSMViShares MSCI USA Min Vol Factor ETF$1,709,498$152,543 ▼-8.2%19,2531.2%ETFXOMExxon Mobil$1,407,1230.0%13,0811.0%Oils/EnergySTIPiShares 0-5 Year TIPS Bond ETF$1,392,4050.0%13,8411.0%ETFUSXFiShares ESG Advanced MSCI USA ETF$1,294,2610.0%26,0310.9%ManufacturingSCHBSchwab US Broad Market ETF$1,273,198$848,799 ▲200.0%56,0880.9%ETFVGSHVanguard Short-Term Treasury Index ETF$1,228,122$46,544 ▲3.9%21,1090.9%ETFQCOMQUALCOMM$1,197,4680.0%7,7950.9%Computer and TechnologyBSVVanguard Short-Term Bond ETF$1,197,3760.0%15,4960.9%ETFIBBiShares Biotechnology ETF$1,176,4390.0%8,8980.8%FinanceBNDVanguard Total Bond Market ETF$1,133,463$10,068 ▲0.9%15,7620.8%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$1,086,8540.0%43,7190.8%ETFCTASCintas$1,078,6610.0%5,9040.8%Business ServicesVOOVanguard S&P 500 ETF$1,069,5380.0%1,9850.8%ETFVCSHVanguard Short-Term Corporate Bond ETF$1,051,732$3,276 ▲0.3%13,4820.8%ETFSCHZSchwab U.S. Aggregate Bond ETF$1,041,336$521,689 ▲100.4%45,8740.8%ETFPEPPepsiCo$1,039,6340.0%6,8370.8%Consumer StaplesJNJJohnson & Johnson$1,021,7400.0%7,0650.7%MedicalLNTAlliant Energy$972,4390.0%16,4430.7%UtilitiesBRK.BBerkshire Hathaway$940,5560.0%2,0750.7%FinanceOEFiShares S&P 100 ETF$899,5990.0%3,1140.6%ETFDMXFiShares ESG Advanced MSCI EAFE ETF$829,7210.0%12,8400.6%ManufacturingDSIiShares ESG MSCI KLD 400 ETF$804,7150.0%7,2990.6%ETFICFiShares Cohen & Steers REIT ETF$781,063$3,555 ▲0.5%12,9620.6%ETFXTiShares Exponential Technologies ETF$702,7950.0%11,7800.5%ManufacturingIXUSiShares Core MSCI Total International Stock ETF$674,893$5,953 ▼-0.9%10,2040.5%ManufacturingSUSBiShares ESG Aware 1-5 Year USD Corporate Bond ETF$635,1850.0%25,7160.5%ManufacturingCMFiShares California Muni Bond ETF$625,2110.0%10,9150.5%ETFGEGeneral Electric$622,6270.0%3,7330.4%TransportationIEMGiShares Core MSCI Emerging Markets ETF$621,666$8,459 ▲1.4%11,9050.4%ETFCPNGCoupang$580,8220.0%26,4250.4%Retail/WholesaleAAPLApple$580,4740.0%2,3180.4%Computer and TechnologyPFFiShares Preferred and Income Securities ETF$577,8040.0%18,3780.4%ETFMEARiShares Short Maturity Municipal Bond Active ETF$570,6790.0%11,4250.4%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$567,471$26,496 ▼-4.5%4,4120.4%ETFESGDiShares ESG Aware MSCI EAFE ETF$558,4870.0%7,3350.4%ManufacturingIWViShares Russell 3000 ETF$551,8470.0%1,6510.4%ETFDFUVDimensional US Marketwide Value ETF$522,7530.0%12,7750.4%ETFSTTState Street$509,7910.0%5,1940.4%FinanceTMOThermo Fisher Scientific$494,2190.0%9500.4%MedicalGILDGilead Sciences$493,0710.0%5,3380.4%MedicalVGTVanguard Information Technology ETF$491,2220.0%7900.4%ETFIGFiShares Global Infrastructure ETF$474,0370.0%9,0690.3%ManufacturingCOSTCostco Wholesale$458,1350.0%5000.3%Retail/WholesaleICLNiShares Global Clean Energy ETF$447,6210.0%39,3340.3%ETFVOVanguard Mid-Cap ETF$395,841$1,320 ▲0.3%1,4990.3%ETFAMZNAmazon.com$390,514$96,532 ▼-19.8%1,7800.3%Retail/WholesaleXLKTechnology Select Sector SPDR Fund$366,2190.0%1,5750.3%ETFUSRTiShares Core U.S. REIT ETF$343,6310.0%5,9960.2%ETFGE VERNOVA INC COM$306,8920.0%9330.2%StockIEFAiShares Core MSCI EAFE ETF$284,6340.0%4,0500.2%ETFSUBiShares Short-Term National Muni Bond ETF$270,873$818,526 ▼-75.1%2,5680.2%ETFUSFRWisdomTree Bloomberg Floating Rate Treasury Fund$265,035$161,024 ▼-37.8%5,2670.2%FinanceBNDXVanguard Total International Bond ETF$258,407$1,521 ▲0.6%5,2680.2%ETFEPPiShares MSCI Pacific ex Japan ETF$251,4690.0%5,7400.2%FinanceVBVanguard Small-Cap ETF$243,8840.0%1,0150.2%ETFDFIVDimensional International Value ETF$240,2350.0%6,7710.2%ETFVZVerizon Communications$228,9830.0%5,7260.2%Computer and TechnologyTAT&T$226,8350.0%9,9620.2%Computer and TechnologyLANDGladstone Land$217,0000.0%20,0000.2%FinanceVTIPVanguard Short-Term Inflation-Protected Securities ETF$205,2520.0%4,2390.1%ManufacturingVWEVintage Wine Estates$0$20 ▼-100.0%00.0%Consumer StaplesShowing 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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