VERITY Wealth Advisors
All 13F Filings
- Location
- Sausalito, X1
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 149,740
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/9/2026 | 81 | 149,740 | 13F-HR | VERITY Wealth Advisors |
| Q4 2025 | 1/7/2026 | 82 | 161,168 | 13F-HR | VERITY Wealth Advisors |
| Q3 2025 | 10/17/2025 | 78 | 158,334 | 13F-HR | VERITY Wealth Advisors |
| Q2 2025 | 8/8/2025 | 75 | 148,870 | 13F-HR | VERITY Wealth Advisors |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 15.28 K | 10.2% | 0 | 2.897 K | -2.897 K |
| ETFs | 134.5 K | 89.8% | 0 | 8.433 K | -8.433 K |
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Fund Snapshot
Q1 2026
Latest filed
4/9/2026
Total value ($000)
149,740
Holdings
81
QoQ value change ($000)
-11,428
(-7.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.