VERITY Wealth Advisors

Q1 2026 13F-HR Holdings

Location
Sausalito, X1
Holdings as of
3/31/2026
Date filed
4/9/2026
Form type
13F-HR
Num holdings
81
Total value ($000)
$149,740
Net value change ($000)
-11,428 (-7.1%)
New positions
3
Sold out positions
3
Turnover %
2.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/7/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IEFA 700 193.4%
VXUS 530 61.6%
ISHG 350 86.2%
IGOV 347 86.8%
PICB 336 81.4%
SPY 327 NEW
IEMG 291 35.7%
BNDX 288 97.3%
JNJ 240 16.4%
SLB 236 NEW
Top Reduces (Value $000, Stocks/ETFs)
VTI -3,139 -7.2%
HEFA -1,306 -43.4%
IVV -1,249 -4.8%
SCHB -1,204 -81.8%
SCHX -1,203 -34.2%
OEF -1,068 -100.0%
GE -885 -77.0%
MSFT -713 -23.5%
IBB -667 -44.4%
CMF -627 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type