AI Portfolio Summary
In 2025 Q4, VERITY Wealth Advisors maintained a portfolio of 83 distinct positions. They heavily accumulated shares in VANGUARD FTSE ALL-WO, increasing their position by 0.0%. Conversely, VERITY Wealth Advisors completely exited their position in ABBVIE INC COM.
Total Positions
83
Quarter
2025 Q4
Top Holding
VTI (27.1%)
Top 10 Concentration
66.5%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 83
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD TOTAL ...
|
ETF | 27.10% | 27.49% |
#1
Prev: #1
|
10.0 | -2,358 | -1.8% |
P
S
|
130,252 | $43,669,614 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IVV
ISHARES CORE S&...
|
ETF | 16.09% | 16.00% |
#2
Prev: #2
|
6.4 | no change | no change |
P
S
|
37,850 | $25,924,898 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VEU
VANGUARD FTSE A...
|
ETF | 7.46% | 7.37% |
#3
Prev: #3
|
5.0 | 41 | 0.0% |
P
S
|
163,509 | $12,027,728 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VWO
VANGUARD FTSE E...
|
ETF | 2.87% | 2.95% |
#4
Prev: #4
|
1.1 | no change | no change |
P
S
|
86,117 | $4,629,650 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VEA
VANGUARD FTSE D...
|
ETF | 2.63% | 2.57% |
#5
1
Prev: #6
|
1.1 | no change | no change |
P
S
|
67,932 | $4,243,712 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ACWX
ISHARES MSCI AC...
|
ETF | 2.35% | 2.30% |
#6
1
Prev: #7
|
2.9 | 232 | 0.4% |
P
S
|
56,343 | $3,782,294 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SCHX
SCHWAB U.S. LAR...
|
ETF | 2.18% | 2.17% |
#7
1
Prev: #8
|
0.9 | -27 | -0.0% |
P
S
|
130,613 | $3,514,796 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SUSA
ISHARES MSCI US...
|
ETF | 2.04% | 2.02% |
#8
1
Prev: #9
|
0.8 | no change | no change |
P
S
|
23,554 | $3,282,132 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MSFT
MICROSOFT CORP ...
|
Technology | 1.88% | 2.69% |
#9
4
Prev: #5
|
0.8 | -1,951 | -23.7% |
P
S
|
6,279 | $3,036,650 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
HEFA
ISHARES CURRENC...
|
ETF | 1.87% | 1.80% |
#10
Prev: #10
|
2.7 | 581 | 0.8% |
P
S
|
72,685 | $3,006,237 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SCHF
SCHWAB INTERNAT...
|
ETF | 1.59% | 1.57% |
#11
Prev: #11
|
0.6 | -209 | -0.2% |
P
S
|
106,769 | $2,566,727 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VNQ
VANGUARD REIT I...
|
ETF | 1.36% | 1.42% |
#12
Prev: #12
|
2.5 | 113 | 0.5% |
P
S
|
24,712 | $2,186,721 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VGSH
VANGUARD SHORT-...
|
ETF | 0.93% | 0.95% |
#13
Prev: #13
|
0.4 | no change | no change |
P
S
|
25,648 | $1,506,307 | 2020 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IBB
ISHARES NASDAQ ...
|
ETF | 0.93% | 0.81% |
#14
6
Prev: #20
|
0.4 | no change | no change |
P
S
|
8,898 | $1,501,759 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
USXF
ISHARES ESG ADV...
|
ETF | 0.93% | 0.94% |
#15
1
Prev: #14
|
0.4 | no change | no change |
P
S
|
26,031 | $1,498,865 | 2022 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SCHB
SCHWAB U.S. BRO...
|
ETF | 0.91% | 0.91% |
#16
1
Prev: #15
|
0.4 | no change | no change |
P
S
|
56,088 | $1,471,188 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.91% | 0.83% |
#17
1
Prev: #18
|
0.4 | no change | no change |
P
S
|
7,065 | $1,462,102 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFAX
DIMENSIONAL WOR...
|
ETF | 0.89% | 0.87% |
#18
1
Prev: #17
|
0.4 | no change | no change |
P
S
|
43,719 | $1,430,923 | 2021 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
STIP
ISHARES 0-5 YEA...
|
ETF | 0.88% | 0.90% |
#19
3
Prev: #16
|
0.4 | no change | no change |
P
S
|
13,841 | $1,417,180 | 2021 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
QCOM
QUALCOMM INC
|
Technology | 0.83% | 0.82% |
#20
1
Prev: #19
|
0.3 | no change | no change |
P
S
|
7,795 | $1,333,335 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VOO
VANGUARD S&P 50...
|
ETF | 0.77% | 0.77% |
#21
Prev: #21
|
0.3 | no change | no change |
P
S
|
1,985 | $1,244,853 | 2022 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BND
VANGUARD TOTAL ...
|
ETF | 0.74% | 0.75% |
#22
Prev: #22
|
2.3 | 46 | 0.3% |
P
S
|
16,108 | $1,193,104 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GE
GE AEROSPACE CO...
|
Industrials | 0.71% | 0.71% |
#23
3
Prev: #26
|
0.3 | no change | no change |
P
S
|
3,733 | $1,149,876 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BSV
VANGUARD SHORT-...
|
ETF | 0.71% | 0.74% |
#24
1
Prev: #23
|
0.3 | -322 | -2.2% |
P
S
|
14,582 | $1,149,207 | 2022 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
USMV
ISHARES MSCI US...
|
ETF | 0.71% | 0.73% |
#25
Prev: #25
|
0.3 | no change | no change |
P
S
|
12,102 | $1,139,521 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ABBV
ABBVIE INC COM
|
Healthcare | 0.00% | 0.13% |
Sold All 😨
(Was: #78) |
0.3 | -872 | -100.0% |
CLOSED
|
— | $— | 2023 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-25 of 83 holdings