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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.78T
$3.19 Million 2.01% of portfolio
6,279
Q4 2025 Reduced 23.71%
$522B
$1.41 Million 0.89% of portfolio
7,065
Q1 2024 Added 0.87%
$328B
$1.12 Million 0.71% of portfolio
3,733
Q3 2021 New
$204B
$1.01 Million 0.64% of portfolio
6,837
Q1 2024 Added 0.75%
$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%
$4.3T
$619,000 0.39% of portfolio
2,318
Q1 2024 Added 31.56%
$222B
$508,000 0.32% of portfolio
896
Q1 2025 Reduced 5.68%
$404B
$456,000 0.29% of portfolio
500
Q3 2021 New
$2.39T
$417,000 0.26% of portfolio
1,780
Q4 2024 Reduced 19.82%
$1.65T
$232,000 0.15% of portfolio
840
Q3 2025 New
$1.74T
$234,000 0.15% of portfolio
820
Q4 2025 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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