IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Verity Wealth Advisors

Q4 2025 Holdings

Filed 2026-01-07 | 82 holdings | $161.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↓Shares% Portfolio
Vanguard Total Stock Market ETF(VTI)ETF922908769$43.7M130,25227.1%
Ishares Core S&P 500 ETF(IVV)ETF464287200$25.9M37,85016.1%
Vanguard Ftse All-World Ex-US(VEU)ETF922042775$12.0M163,5097.5%
Vanguard Ftse Emerging Markets ETF(VWO)ETF922042858$4.6M86,1172.9%
Vanguard Ftse Developed Markets ETF(VEA)ETF921943858$4.2M67,9322.6%
Ishares Msci Acwi EX US(ACWX)ETF464288240$3.8M56,3432.3%
Schwab U.S. Large-Cap ETF(SCHX)ETF808524201$3.5M130,6132.2%
Ishares Msci USA ESG Select ETF(SUSA)ETF464288802$3.3M23,5542.0%
Microsoft Corp COM(MSFT)Stock594918104$3.0M6,2791.9%
Ishares Currency Hedged Msci Eafe ETF(HEFA)ETF46434V803$3.0M72,6851.9%
Schwab International Equity ETF(SCHF)ETF808524805$2.6M106,7691.6%
Vanguard REIT Index ETF(VNQ)ETF922908553$2.2M24,7121.4%
Vanguard Short-Term Treasury ETF(VGSH)ETF92206C102$1.5M25,6480.9%
Ishares Nasdaq Biotechnology(IBB)ETF464287556$1.5M8,8980.9%
Ishares ESG Advanced Msci USA ETF(USXF)ETF46436E767$1.5M26,0310.9%
Schwab U.S. Broad Market ETF(SCHB)ETF808524102$1.5M56,0880.9%
Johnson & Johnson COM(JNJ)Stock478160104$1.5M7,0650.9%
Dimensional World EX U.S. Core Equity 2 ETF(DFAX)ETF25434V880$1.4M43,7190.9%
Ishares 0-5 Year Tips Bond ETF(STIP)ETF46429B747$1.4M13,8410.9%
Qualcomm Inc(QCOM)Stock747525103$1.3M7,7950.8%
Vanguard S&P 500 ETF(VOO)ETF922908363$1.2M1,9850.8%
Vanguard Total Bond Market ETF(BND)ETF921937835$1.2M16,1080.7%
GE Aerospace COM New(GE)Stock369604301$1.1M3,7330.7%
Vanguard Short-Term Bond ETF(BSV)ETF921937827$1.1M14,5820.7%
Ishares Msci USA MIN VOL Factor ETF(USMV)ETF46429B697$1.1M12,1020.7%
Vanguard Short Term Corp Bond FD ETF(VCSH)ETF92206C409$1.1M13,6180.7%
Alliant Energy Corp COM(LNT)Stock018802108$1.1M16,4430.7%
Ishares S&P 100 ETF(OEF)ETF464287101$1.1M3,1140.7%
Cintas Corp(CTAS)Stock172908105$1.1M5,6240.7%
Ishares ESG Advanced Msci Eafe ETF(DMXF)ETF46436E759$997.1K13,2660.6%
Pepsico Inc COM(PEP)Stock713448108$981.2K6,8370.6%
Exxon Mobil Corp COM(XOM)Stock30231G102$955.5K7,9400.6%
Berkshire Hathaway Inc del CL B New(BRK/B)Stock084670702$922.4K1,8350.6%
Ishares Core Msci Total International Stock ETF(IXUS)ETF46432F834$921.4K10,8860.6%
Vanguard Total International Stock ETF(VXUS)ETF921909768$860.7K11,4090.5%
Schwab US Aggregate Bond ETF(SCHZ)ETF808524839$839.3K35,9140.5%
Ishares ESG Msci KLD 400 ETF(DSI)ETF464288570$818.7K6,3550.5%
Ishares Core Msci Emerging Markets ETF(IEMG)ETF46434G103$815.1K12,1260.5%
Ishares Cohen & Steers REIT ETF(ICF)ETF464287564$791.3K13,2610.5%
Ishares Msci Eafe Value ETF(EFV)ETF464288877$759.4K10,6350.5%
Ishares S&P 500 Value ETF(IVE)ETF464287408$732.1K3,4520.5%
Ishares ESG Aware Msci Eafe ETF(ESGD)ETF46435G516$697.5K7,3350.4%
Ishares ESG Aware 1-5 Year USD Corporate Bond ETF(SUSB)ETF46435G243$664.4K26,3220.4%
Gilead Sciences Inc(GILD)Stock375558103$655.2K5,3380.4%
State STR Corp COM(STT)Stock857477103$640.4K4,9640.4%
Ishares Russell 3000 ETF(IWV)ETF464287689$638.7K1,6510.4%
Apple Inc COM(AAPL)Stock037833100$630.2K2,3180.4%
Ishares California Muni Bond ETF(CMF)ETF464288356$627.2K10,9150.4%
Coupang Inc CL A(CPNG)Stock22266T109$623.4K26,4250.4%
Ishares TR S&P 1500 Index FD(ITOT)ETF464287150$619.3K4,1650.4%
Page 1 of 2Next