13FBOX
VERITY Wealth Advisors · 13F Holdings
Options Calculator Rankings

VERITY Wealth Advisors

No.7797
Latest AUM (Q2 2026)
$165.6M
QoQ Change Q1 2026
+$15.8M+10.6%
Holdings
81
New Buys
4
Adds
25
Reduces
11
Exits
4
Unchanged
41
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
GGENERAL DYNAMICS CORPVTI
27.81%27.07%$46.1M124,452$40.5M126,339-1,887-1.49%Reduce
IISHARES TRIVV
17.09%16.48%$28.3M37,776$24.7M37,77600.00%Unchanged
VVANGUARD INTL EQUITY INDEX FVEU
8.35%8.1%$13.8M165,088$12.1M161,483+3,605+2.23%Add
VVANGUARD FSTEVWO
3.06%3.07%$5.1M84,936$4.6M84,93600.00%Unchanged
VVANGUARD FTSEVEA
2.71%2.7%$4.5M63,012$4.0M63,01200.00%Unchanged
IISHARES MSCI ACWI EX U.S. ETFACWX
2.6%2.58%$4.3M56,508$3.9M56,343+165+0.29%Add
IISHARES MSCI ACWI ETFTOK
2.17%2.08%$3.6M23,263$3.1M23,554-291-1.24%Reduce
SSCHWAB STRATEGIC TRSCHF
2.13%1.76%$3.5M127,443$2.6M106,769+20,674+19.36%Add
SSCHWAB USSCHX
1.56%1.54%$2.6M87,999$2.3M90,161-2,162-2.40%Reduce
MICROSOFT CORPMSFT
1.45%1.55%$2.4M6,432$2.3M6,279+153+2.44%Add
VVANGUARD INDEX FDSVNQ
1.34%1.35%$2.2M23,020$2.0M22,848+172+0.75%Add
IISHARES CURRENCY HEDGED MSCI EAFE ETFHEFA
1.13%1.14%$1.9M40,000$1.7M40,00000.00%Unchanged
IISHARES TRUSXF
1.11%0.97%$1.8M26,467$1.4M26,236+231+0.88%Add
JOHNSON & JOHNSONJNJ
1.07%1.14%$1.8M6,964$1.7M6,96400.00%Unchanged
DDIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETFDFAX
0.97%0.99%$1.6M43,719$1.5M43,71900.00%Unchanged
VVANGUARD STAR FDSVXUS
0.93%0.93%$1.5M18,045$1.4M18,04500.00%Unchanged
VVANGUARD SCOTTSDALE FDSVGSH
0.89%1.04%$1.5M25,331$1.6M26,702-1,371-5.13%Reduce
QQUALCOMM INCQCOM
0.87%0.67%$1.4M7,795$1.0M7,79500.00%Unchanged
VVANGUARD INDEX FDSVOO
0.82%0.79%$1.4M1,985$1.2M1,98500.00%Unchanged
IISHARES INCIEMG
0.8%0.74%$1.3M15,912$1.1M15,852+60+0.38%Add
INTEL CORPINTC
0.73%0.25%$1.2M8,685$372,8108,448+237+2.81%Add
IISHARES TRUSMV
0.71%0.75%$1.2M12,102$1.1M12,10200.00%Unchanged
IISHARES TRIXUS
0.69%0.64%$1.1M12,028$965,51611,144+884+7.93%Add
IISHARES TRDMXF
0.69%0.67%$1.1M13,428$1.0M13,336+92+0.69%Add
VVANGUARD TOTALBND
0.67%0.76%$1.1M15,022$1.1M15,538-516-3.32%Reduce
VVANGUARD SCOTTSDALE FDSBSV
0.65%0.72%$1.1M13,676$1.1M13,640+36+0.26%Add
IISHARES INTERNATIONAL TREASURY BOND ETFIGOV
0.63%0.5%$1.0M25,245$747,37418,202+7,043+38.69%Add
IISHARES 1-3 YEAR INTERNATIONAL TREASURY BOND ETFISHG
0.59%0.5%$973,27813,109$756,01110,191+2,918+28.63%Add
ALLIANT ENERGY CORP COMLNT
0.56%0.59%$932,64512,225$877,26612,22500.00%Unchanged
PEPSICO INCPEP
0.55%0.7%$910,7006,726$1.0M6,72600.00%Unchanged
IISHARES TRDSI
0.55%0.51%$904,8886,355$770,1626,35500.00%Unchanged
IISHARES TRICF
0.54%0.55%$901,06213,323$822,08613,283+40+0.30%Add
SSCHWAB U.S. AGGREGATE BOND ETFSCHZ
0.52%0.53%$862,85337,305$796,59734,307+2,998+8.74%Add
STATE STR CORP COMSTT
0.51%0.42%$841,8944,964$628,2444,96400.00%Unchanged
IINVESCO INTL. CORPORATE BONDPICB
0.5%0.5%$828,89635,790$749,15632,431+3,359+10.36%Add
IISHARES TREFV
0.49%0.53%$812,27210,611$788,92810,61100.00%Unchanged
CINTAS CORP COMCTAS
0.48%0.64%$797,6754,690$951,2435,624-934-16.61%Reduce
IISHARES S&PIVE
0.47%0.49%$782,9033,448$728,0453,44800.00%Unchanged
IISHARES MSCI EAFE ETFEFA
0.46%0.47%$764,0337,432$701,3737,335+97+1.32%Add
VVANGUARD BD INDEX FDSBSV
0.46%0.51%$760,9479,767$765,8309,76700.00%Unchanged
IISHARES BIOTECHNOLOGYIBB
0.44%0.56%$734,1833,860$834,6694,943-1,083-21.91%Reduce
IISHARES TRIWV
0.43%0.41%$703,9861,651$611,9931,65100.00%Unchanged
IISHARES TRITOT
0.41%0.4%$684,1854,165$593,2214,16500.00%Unchanged
GGILEAD SCIENCES INC COMGILD
0.41%0.5%$674,4035,338$743,9575,33800.00%Unchanged
IISHARES TRSTIP
0.41%0.96%$672,5196,583$1.4M13,841-7,258-52.44%Reduce
APPLE INCAAPL
0.41%0.39%$670,7362,318$588,2852,31800.00%Unchanged
IISHARES TRSUSB
0.4%0.44%$657,78726,322$659,76126,32200.00%Unchanged
SSELECT SECTOR SPDR TRXLK
0.37%0.28%$614,4273,225$418,6353,150+75+2.38%Add
VVANGUARD TOTALBNDX
0.36%0.39%$588,27112,147$583,65512,14700.00%Unchanged
BERKSHIRE HATHAWAY INC DELBRK.B
0.3%0.59%$492,884985$879,3321,835-850-46.32%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow