Portfolio (Quarterly) Guide ↗

VERITY Wealth Advisors

· CIK 0001763138

13F Portfolio $166M AUM 81 positions Filed Jul 16, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 5 New 20 Added 11 Reduced 5 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	DFUV	DIMENSIONAL US MARKETWIDE VALUE ETF	—	12,775	$619K	0.41%	SOLD
2	VGT	VANGUARD INFORMATION TECHNOLOGY ETF	—	790	$551K	0.37%	SOLD
3	XOM	EXXON MOBIL CORP COM	Energy	2,274	$386K	0.26%	SOLD
4	DFIV	DIMENSIONAL INTERNATIONAL VALUE ETF	—	6,771	$357K	0.24%	SOLD
5	SPY	STATE STREET SPDR S&P 500 ETF	Financial Services	503	$327K	0.22%	SOLD

Sector Allocation

Technology 37.3%

Healthcare 20.5%

Consumer Defensive 8.7%

Utilities 7.9%

Industrials 7.2%

Financial Services 6.6%

Consumer Cyclical 5.6%

Communication Services 4.8%

Energy 1.4%