Institutional Fund
Verity Wealth Advisors
Sausalito, United StatesCIK 17631385 filings on record
Portfolio Value
$149.74M
Q1 2026
Holdings
81
Reported positions
New Buys
3
Opened this quarter
QoQ Change
-7.0%
from $161.07M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds27.1%
- Ishares Tr16.5%
- Vanguard Intl Equity Index F8.1%
- Vanguard Intl Equity Index F3.1%
- Vanguard Tax-Managed Fds2.7%
- Ishares Tr2.6%
- Other40.0%
Portfolio Holdings
81 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 126.3K | $40.53M | 27.1% | −3.9K | Reduced |
| 2 | Ishares Tr | 37.8K | $24.68M | 16.5% | −74 | Reduced |
| 3 | Vanguard Intl Equity Index F | 161.5K | $12.13M | 8.1% | −2.0K | Reduced |
| 4 | Vanguard Intl Equity Index F | 84.9K | $4.59M | 3.1% | −1.2K | Reduced |
| 5 | Vanguard Tax-Managed Fds | 63.0K | $4.04M | 2.7% | −4.9K | Reduced |
| 6 | Ishares Tr | 56.3K | $3.86M | 2.6% | 0 | Held |
| 7 | Ishares Tr | 23.6K | $3.11M | 2.1% | 0 | Held |
| 8 | Schwab Strategic Tr | 106.8K | $2.64M | 1.8% | 0 | Held |
| 9 | Microsoft Corp | 6.3K | $2.32M | 1.6% | 0 | Held |
| 10 | Schwab Strategic Tr | 90.2K | $2.31M | 1.5% | −40.5K | Reduced |
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