IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Verity Wealth Advisors

Q1 2026 Holdings

Filed 2026-04-09 | 81 holdings | $149.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↓Shares% Portfolio
Vanguard Total Stock Market ETF(VTI)ETF922908769$40.5M126,33927.1%
Ishares Core S&P 500 ETF(IVV)ETF464287200$24.7M37,77616.5%
Vanguard Ftse All-World Ex-US(VEU)ETF922042775$12.1M161,4838.1%
Vanguard Ftse Emerging Markets ETF(VWO)ETF922042858$4.6M84,9363.1%
Vanguard Ftse Developed Markets ETF(VEA)ETF921943858$4.0M63,0122.7%
Ishares Msci Acwi EX US(ACWX)ETF464288240$3.9M56,3432.6%
Ishares Msci USA ESG Select ETF(SUSA)ETF464288802$3.1M23,5542.1%
Schwab International Equity ETF(SCHF)ETF808524805$2.6M106,7691.8%
Microsoft Corp COM(MSFT)Stock594918104$2.3M6,2791.6%
Schwab U.S. Large-Cap ETF(SCHX)ETF808524201$2.3M90,1611.5%
Vanguard REIT Index ETF(VNQ)ETF922908553$2.0M22,8481.4%
Johnson & Johnson COM(JNJ)Stock478160104$1.7M6,9641.1%
Ishares Currency Hedged Msci Eafe ETF(HEFA)ETF46434V803$1.7M40,0001.1%
Vanguard Short-Term Treasury ETF(VGSH)ETF92206C102$1.6M26,7021.0%
Dimensional World EX U.S. Core Equity 2 ETF(DFAX)ETF25434V880$1.5M43,7191.0%
Ishares ESG Advanced Msci USA ETF(USXF)ETF46436E767$1.4M26,2361.0%
Ishares 0-5 Year Tips Bond ETF(STIP)ETF46429B747$1.4M13,8411.0%
Vanguard Total International Stock ETF(VXUS)ETF921909768$1.4M18,0450.9%
Vanguard S&P 500 ETF(VOO)ETF922908363$1.2M1,9850.8%
Vanguard Total Bond Market ETF(BND)ETF921937835$1.1M15,5380.8%
Ishares Msci USA MIN VOL Factor ETF(USMV)ETF46429B697$1.1M12,1020.7%
Ishares Core Msci Emerging Markets ETF(IEMG)ETF46434G103$1.1M15,8520.7%
Vanguard Short Term Corp Bond FD ETF(VCSH)ETF92206C409$1.1M13,6400.7%
Ishares Core Msci Eafe ETF(IEFA)ETF46432F842$1.1M11,7290.7%
Pepsico Inc COM(PEP)Stock713448108$1.0M6,7260.7%
Ishares ESG Advanced Msci Eafe ETF(DMXF)ETF46436E759$1.0M13,3360.7%
Qualcomm Inc(QCOM)Stock747525103$1.0M7,7950.7%
Ishares Core Msci Total International Stock ETF(IXUS)ETF46432F834$965.5K11,1440.6%
Cintas Corp(CTAS)Stock172908105$951.2K5,6240.6%
Berkshire Hathaway Inc del CL B New(BRK/B)Stock084670702$879.3K1,8350.6%
Alliant Energy Corp COM(LNT)Stock018802108$877.3K12,2250.6%
Ishares Nasdaq Biotechnology(IBB)ETF464287556$834.7K4,9430.6%
Ishares Cohen & Steers REIT ETF(ICF)ETF464287564$822.1K13,2830.5%
Schwab US Aggregate Bond ETF(SCHZ)ETF808524839$796.6K34,3070.5%
Ishares Msci Eafe Value ETF(EFV)ETF464288877$788.9K10,6110.5%
Ishares ESG Msci KLD 400 ETF(DSI)ETF464288570$770.2K6,3550.5%
Vanguard Short-Term Bond ETF(BSV)ETF921937827$765.8K9,7670.5%
Ishares TR S&P Citigroup 1-3 YR Intl Treasury(ISHG)ETF464288125$756.0K10,1910.5%
Invesco International Corporate Bond ETF(PICB)ETF46138E636$749.2K32,4310.5%
Ishares International Treasury Bond ETF(IGOV)ETF464288117$747.4K18,2020.5%
Gilead Sciences Inc(GILD)Stock375558103$744.0K5,3380.5%
Ishares S&P 500 Value ETF(IVE)ETF464287408$728.0K3,4480.5%
Ishares ESG Aware Msci Eafe ETF(ESGD)ETF46435G516$701.4K7,3350.5%
Ishares ESG Aware 1-5 Year USD Corporate Bond ETF(SUSB)ETF46435G243$659.8K26,3220.4%
State STR Corp COM(STT)Stock857477103$628.2K4,9640.4%
Dimensional US Marketwide Value ETF(DFUV)ETF25434V724$619.1K12,7750.4%
Ishares Russell 3000 ETF(IWV)ETF464287689$612.0K1,6510.4%
Ishares TR S&P 1500 Index FD(ITOT)ETF464287150$593.2K4,1650.4%
Apple Inc COM(AAPL)Stock037833100$588.3K2,3180.4%
Vanguard Total International Bond ETF(BNDX)ETF92203J407$583.7K12,1470.4%
Page 1 of 2Next