VERITY Wealth Advisors

Q2 2026 13F-HR Holdings

Location
Sausalito, X1
Holdings as of
6/30/2026
Date filed
7/16/2026
Form type
13F-HR
Num holdings
81
Total value ($000)
$165,573
Net value change ($000)
+15,833 (10.6%)
New positions
5
Sold out positions
5
Turnover %
2.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/9/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
VTI 5,521 13.6%
IVV 3,614 14.6%
VEU 1,699 14.0%
SCHWAB STRATEGIC TRUST 887 33.6%
INTC 840 225.2%
VWO 479 10.4%
SUSA 478 15.4%
VEA 452 11.2%
ACWX 443 11.5%
QCOM 436 43.4%
Top Reduces (Value $000, Stocks/ETFs)
STIP -759 -53.0%
IEFA -624 -58.8%
DFUV -619 -100.0%
VGT -551 -100.0%
BRK-B -386 -43.9%
XOM -386 -100.0%
DFIV -357 -100.0%
SPY -327 -100.0%
CTAS -153 -16.1%
PEP -133 -12.7%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type