VERITY Wealth Advisors - Portfolio overview

VERITY Wealth Advisors has 85 reported holdings in this dataset, with the latest filing dated 2026-04-09.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. VTI - VANGUARD TOTAL STOCK MARKET ETF, 26.64%
2. IVV - ISHARES CORE S&P 500 ETF, 16.22%
3. VEU - VANGUARD FTSE ALL-WORLD EX-US, 7.97%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.