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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 Chg Shares Chg % Period Price ① Since Period ①
1 VTI VANGUARD TOTAL STOCK MARKET ETF 126,339.0 $40.5M 27.07% -4K -3.0% $320.81 +14.3%
2 VEU VANGUARD FTSE ALL-WORLD EX-US 161,483.0 $12.1M 8.10% -2K -1.2% $75.10 +9.8%
3 VWO VANGUARD FTSE EMERGING MARKETS ETF 84,936.0 $4.6M 3.07% -1K -1.4% $54.05 +9.1%
4 VEA VANGUARD FTSE DEVELOPED MARKETS ETF 63,012.0 $4.0M 2.70% -5K -7.2% $64.08 +10.0%
5 SCHX SCHWAB U.S. LARGE-CAP ETF 90,161.0 $2.3M 1.54% -40K -31.0% $25.64 +14.4%
6 VNQ VANGUARD REIT INDEX ETF 22,848.0 $2.0M 1.35% -2K -7.5% $88.70 +9.1%
7 JNJ JOHNSON & JOHNSON COM Healthcare 6,964.0 $1.7M 1.14% -101.0 -1.4% $244.44 -4.1%
8 HEFA ISHARES CURRENCY HEDGED MSCI EAFE ETF 40,000.0 $1.7M 1.14% -33K -45.0% $42.50 +6.6%
9 BND VANGUARD TOTAL BOND MARKET ETF 15,538.0 $1.1M 0.76% -570.0 -3.5% $73.64 -0.9%
10 PEP PEPSICO INC COM Consumer Defensive 6,726.0 $1.0M 0.70% -111.0 -1.6% $155.29 -3.0%
11 LNT ALLIANT ENERGY CORP COM Utilities 12,225.0 $877K 0.59% -4K -25.6% $71.76 +3.1%
12 IBB ISHARES NASDAQ BIOTECHNOLOGY 4,943.0 $835K 0.56% -4K -44.5% $168.86 -0.0%
13 SCHZ SCHWAB US AGGREGATE BOND ETF 34,307.0 $797K 0.53% -2K -4.5% $23.22 -0.9%
14 BSV VANGUARD SHORT-TERM BOND ETF 9,767.0 $766K 0.51% -5K -33.0% $78.41 -0.7%
15 XOM EXXON MOBIL CORP COM Energy 2,274.0 $386K 0.26% -6K -71.4% $169.66 -8.7%
16 SCHB SCHWAB U.S. BROAD MARKET ETF 10,620.0 $267K 0.18% -45K -81.1% $25.10 +14.5%
17 GE GE AEROSPACE COM NEW Industrials 933.0 $265K 0.18% -3K -75.0% $283.77 +6.7%
18 GEV GE VERNOVA INC COM Utilities 233.0 $203K 0.14% -700.0 -75.0% $872.90 +19.0%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%