Portfolio (Quarterly) Guide ↗

VERITY Wealth Advisors

· CIK 0001763138

13F Portfolio $150M AUM 81 positions Filed Apr 9, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 3 New 12 Added 18 Reduced 4 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	OEF	ISHARES S&P 100 ETF	—	3,114	$1.1M	0.66%	SOLD
2	CMF	ISHARES CALIFORNIA MUNI BOND ETF	—	10,915	$627K	0.39%	SOLD
3	PFF	ISHARES PREFERRED & INCOME SECURITIES ETF	—	17,878	$554K	0.34%	SOLD
4	VTI PUT	VANGUARD TOTAL STOCK MARKET ETF	—	300	$101K	0.06%	SOLD

Sector Allocation

Technology 30.6%

Healthcare 19.6%

Consumer Defensive 10.5%

Industrials 8.3%

Utilities 7.3%

Communication Services 7.2%

Financial Services 6.5%

Consumer Cyclical 5.9%

Energy 4.2%