Verity Wealth Advisors Portfolio Holdings

Verity Wealth Advisors

  • $159 Million
  • Q4 2025

Verity Wealth Advisors has filed its 13F form on January 07, 2026 for Q4 2025 where it was disclosed a total value porftolio of $159 Million distributed in 82 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $43M, Ishares Core S&P 500 ETF with a value of $25.6M, Vanguard Ftse All World Ex Us with a value of $11.9M, Vanguard Ftse Emerging Mkts Et with a value of $4.72M, and Vanguard Ftse Developed Market with a value of $4.17M.

Examining the 13F form we can see an increase of $2.01M in the current position value, from $157M to 159M.

Below you can find more details about Verity Wealth Advisors portfolio as well as his latest detailed transactions.

Portfolio value $159 Million
ETFs: $138 Million
Technology: $5.4 Million
Healthcare: $2.58 Million
Industrials: $2.17 Million
Financial Services: $1.51 Million
Consumer Defensive: $1.47 Million
Consumer Cyclical: $1.16 Million
Utilities: $1.11 Million
Other: $1.89 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$43 Million 27.04% of portfolio
130,252
Q4 2025 Reduced 1.78%
$0
$25.6 Million 16.09% of portfolio
37,850
Q2 2025 Reduced 0.09%
$0
$11.9 Million 7.52% of portfolio
163,509
Q4 2025 Added 0.03%
$0
$4.72 Million 2.97% of portfolio
86,117
Q2 2025 Reduced 0.01%
$0
$4.17 Million 2.62% of portfolio
67,932
Q2 2025 Reduced 0.14%
$0
$3.75 Million 2.36% of portfolio
56,343
Q4 2025 Added 0.41%
$0
$3.47 Million 2.18% of portfolio
130,613
Q4 2025 Reduced 0.02%
$0
$3.23 Million 2.04% of portfolio
23,554
Q2 2023 Added 4.51%
$3.78T
$3.19 Million 2.01% of portfolio
6,279
Q4 2025 Reduced 23.71%
$0
$2.99 Million 1.88% of portfolio
72,685
Q4 2025 Added 0.81%
$0
$2.55 Million 1.61% of portfolio
106,769
Q4 2025 Reduced 0.2%
$0
$2.21 Million 1.39% of portfolio
24,712
Q4 2025 Added 0.46%
$0
$1.51 Million 0.95% of portfolio
25,648
Q3 2025 Reduced 8.29%
$0
$1.48 Million 0.93% of portfolio
26,031
Q1 2024 Added 12.01%
$0
$1.46 Million 0.92% of portfolio
8,898
Q2 2023 Reduced 18.58%
$0
$1.45 Million 0.91% of portfolio
56,088
Q4 2024 Added 200.0%
$522B
$1.41 Million 0.89% of portfolio
7,065
Q1 2024 Added 0.87%
$0
$1.4 Million 0.88% of portfolio
43,719
Q3 2021 New
$187B
$1.3 Million 0.82% of portfolio
7,795
Q1 2024 Added 0.83%
$0
$1.23 Million 0.77% of portfolio
1,985
Q1 2024 Added 44.89%
$0
$1.19 Million 0.75% of portfolio
16,108
Q4 2025 Added 0.29%
$0
$1.14 Million 0.72% of portfolio
12,102
Q3 2025 Reduced 0.13%
$0
$1.15 Million 0.72% of portfolio
14,582
Q4 2025 Reduced 2.16%
$328B
$1.12 Million 0.71% of portfolio
3,733
Q3 2021 New
$16.9B
$1.11 Million 0.7% of portfolio
16,443
Q4 2018 New
$0
$1.08 Million 0.68% of portfolio
13,618
Q4 2025 Added 0.35%
$19B
$1.05 Million 0.66% of portfolio
5,624
Q2 2025 Reduced 2.12%
$204B
$1.01 Million 0.64% of portfolio
6,837
Q1 2024 Added 0.75%
$0
$1.01 Million 0.64% of portfolio
13,266
Q1 2025 Added 3.32%
$662B
$933,000 0.59% of portfolio
1,835
Q1 2025 Reduced 11.57%
$490B
$934,000 0.59% of portfolio
7,940
Q1 2025 Reduced 39.3%
$0
$917,000 0.58% of portfolio
10,886
Q4 2025 Reduced 1.64%
$0
$907,000 0.57% of portfolio
3,150
Q4 2025 Added 100.0%
$0
$854,000 0.54% of portfolio
11,409
Q3 2025 Added 38.93%
$0
$840,000 0.53% of portfolio
35,914
Q4 2025 Added 0.07%
$0
$828,000 0.52% of portfolio
3,114
Q1 2024 Reduced 1.67%
$0
$804,000 0.51% of portfolio
13,261
Q4 2025 Added 0.62%
$0
$805,000 0.51% of portfolio
6,355
Q4 2025 Reduced 12.93%
$0
$747,000 0.47% of portfolio
10,635
Q4 2025 New
$44.9B
$745,000 0.47% of portfolio
26,425
Q3 2022 Reduced 19.8%
$0
$723,000 0.46% of portfolio
3,452
Q4 2025 New
$0
$694,000 0.44% of portfolio
7,335
Q3 2023 Added 8.39%
$156B
$662,000 0.42% of portfolio
5,338
Q1 2024 Reduced 4.85%
$0
$663,000 0.42% of portfolio
26,322
Q1 2025 Added 2.36%
$0
$650,000 0.41% of portfolio
12,126
Q4 2025 Added 1.08%
$0
$628,000 0.4% of portfolio
1,651
Q2 2024 Reduced 6.62%
$4.3T
$619,000 0.39% of portfolio
2,318
Q1 2024 Added 31.56%
$0
$625,000 0.39% of portfolio
10,915
Q1 2024 Reduced 41.9%
$0
$597,000 0.38% of portfolio
790
Q2 2020 New

Summary

  • Portfolio
  • No. of Stocks 82
  • Current Value $159 Million
  • Prior Value $157 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 07, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 4 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
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