VERITY Wealth Advisors

13F filer, CIK 1763138, SAUSALITO, X1

VERITY Wealth Advisors reported $142,233,500 across 73 holdings for the quarter ended 2024-09-30, in a 13F-HR filed 2024-10-03. Its ten largest share positions make up 65.34% of the portfolio.

Filed 2024-10-03 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC13F-HR 0001763138-24-000006

Period: 2024-09-30
Reported value: $142M
Holdings: 73
Top 10 weight: 65.34%
New: 2
Sold out: 3

Largest buys vs the previous quarter

Security	Shares change	Approx. value
CTASadded	+4,374	$901K
XOMadded	+5,141	$603K
GEVnew	+933	$238K
Tnew	+9,962	$219K
VTIadded	+708	$200K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
INTCexited	-8,448	-$262K
SLBexited	-4,601	-$217K
MRKexited	-1,622	-$201K
USMVreduced	-1,434	-$131K
IVVreduced	-65	-$37.5K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2024

Share positions as resolved from 13F-HR 0001763138-24-000006, largest first. % of portfolio is the value over $142,233,500, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
VTIVANGUARD INDEX FDS	133,810	$37.9M	26.64%	+708	Timeline
IVVISHARES TR	37,884	$21.9M	15.36%	-65	Timeline
VEUVANGUARD INTL EQUITY INDEX F	153,914	$9.7M	6.82%	+348	Timeline
VWOVANGUARD INTL EQUITY INDEX F	85,007	$4.07M	2.86%	+411	Timeline
MSFTMICROSOFT CORP	9,345	$4.02M	2.83%	+204	Timeline
VEAVANGUARD TAX-MANAGED FDS	65,695	$3.47M	2.44%	+1,635	Timeline
ACWXISHARES TR	55,693	$3.19M	2.24%	0	Timeline
SCHXSCHWAB STRATEGIC TR	44,917	$3.05M	2.14%	0	Timeline
HEFAISHARES TR	81,026	$2.87M	2.02%	+234	Timeline
SUSAISHARES TR	23,554	$2.84M	1.99%	0	Timeline
VNQVANGUARD INDEX FDS	23,445	$2.28M	1.61%	+381	Timeline
SCHFSCHWAB STRATEGIC TR	55,518	$2.28M	1.61%	+28	Timeline
USMVISHARES TR	20,971	$1.91M	1.35%	-1,434	Timeline
XOMEXXON MOBIL CORP	13,081	$1.53M	1.08%	+5,141	Timeline
STIPISHARES TR	13,841	$1.4M	0.99%	0	Timeline
QCOMQUALCOMM INC	7,795	$1.33M	0.93%	0	Timeline
IBBISHARES TR	8,898	$1.3M	0.91%	0	Timeline
USXFISHARES TR	26,031	$1.28M	0.9%	0	Timeline
SCHBSCHWAB STRATEGIC TR	18,696	$1.24M	0.87%	0	Timeline
BSVVANGUARD BD INDEX FDS	15,496	$1.22M	0.86%	+2,233	Timeline
CTASCINTAS CORP	5,904	$1.22M	0.85%	+4,374	Timeline
VGSHVANGUARD SCOTTSDALE FDS	20,309	$1.2M	0.84%	+1,243	Timeline
DFAXDIMENSIONAL ETF TRUST	43,719	$1.18M	0.83%	0	Timeline
BNDVANGUARD BD INDEX FDS	15,622	$1.17M	0.82%	+103	Timeline
PEPPEPSICO INC	6,837	$1.16M	0.82%	0	Timeline
JNJJOHNSON & JOHNSON	7,065	$1.14M	0.8%	0	Timeline
SUBISHARES TR	10,328	$1.1M	0.77%	0	Timeline
SCHZSCHWAB STRATEGIC TR	22,892	$1.09M	0.76%	+32	Timeline
VCSHVANGUARD SCOTTSDALE FDS	13,440	$1.07M	0.75%	+30	Timeline
VOOVANGUARD INDEX FDS	1,985	$1.05M	0.74%	0	Timeline
LNTALLIANT ENERGY CORP	16,443	$998K	0.7%	0	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	2,075	$955K	0.67%	+200	Timeline
DMXFISHARES TR	12,840	$925K	0.65%	0	Timeline
OEFISHARES TR	3,114	$862K	0.61%	0	Timeline
ICFISHARES TR	12,903	$850K	0.6%	+60	Timeline
DSIISHARES TR	7,299	$794K	0.56%	0	Timeline
IXUSISHARES TR	10,294	$748K	0.53%	0	Timeline
XTISHARES TR	11,780	$717K	0.5%	0	Timeline
GEGE AEROSPACE	3,733	$704K	0.49%	0	Timeline
IEMGISHARES INC	11,743	$674K	0.47%	-101	Timeline
CPNGCOUPANG INC	26,425	$649K	0.46%	0	Timeline
SUSBISHARES TR	25,716	$647K	0.45%	0	Timeline
CMFISHARES TR	10,915	$634K	0.45%	0	Timeline
ESGDISHARES TR	7,335	$617K	0.43%	0	Timeline
PFFISHARES TR	18,378	$611K	0.43%	0	Timeline
TMOTHERMO FISHER SCIENTIFIC INC	950	$588K	0.41%	0	Timeline
ITOTISHARES TR	4,618	$580K	0.41%	-243	Timeline
ICLNISHARES TR	39,334	$578K	0.41%	0	Timeline
MEARISHARES U S ETF TR	11,425	$575K	0.4%	0	Timeline
AAPLAPPLE INC	2,318	$540K	0.38%	0	Timeline
IWVISHARES TR	1,651	$539K	0.38%	0	Timeline
DFUVDIMENSIONAL ETF TRUST	12,775	$533K	0.37%	0	Timeline
IGFISHARES TR	9,069	$494K	0.35%	0	Timeline
VGTVANGUARD WORLD FD	790	$463K	0.33%	0	Timeline
STTSTATE STR CORP	5,194	$460K	0.32%	0	Timeline
GILDGILEAD SCIENCES INC	5,338	$448K	0.31%	0	Timeline
COSTCOSTCO WHOLESALE CORPORATION	500	$443K	0.31%	0	Timeline
USFRWISDOMTREE TR	8,467	$425K	0.3%	+42	Timeline
AMZNAMAZON COM INC	2,220	$414K	0.29%	0	Timeline
VOVANGUARD INDEX FDS	1,494	$394K	0.28%	+7	Timeline
USRTISHARES TR	5,996	$369K	0.26%	0	Timeline
XLKSELECT SECTOR SPDR TR	1,575	$356K	0.25%	0	Timeline
IEFAISHARES TR	4,050	$316K	0.22%	0	Timeline
EPPISHARES INC	5,740	$280K	0.2%	0	Timeline
LANDGLADSTONE LD CORP	20,000	$278K	0.2%	0	Timeline
BNDXVANGUARD CHARLOTTE FDS	5,237	$263K	0.19%	+19	Timeline
DFIVDIMENSIONAL ETF TRUST	6,771	$258K	0.18%	0	Timeline
VZVERIZON COMMUNICATIONS INC	5,726	$257K	0.18%	0	Timeline
VBVANGUARD INDEX FDS	1,015	$241K	0.17%	0	Timeline
GEVGE VERNOVA INC	933	$238K	0.17%	new	Timeline
TAT&T INC	9,962	$219K	0.15%	new	Timeline
VTIPVANGUARD MALVERN FDS	4,239	$209K	0.15%	0	Timeline
VINTAGE WINE ESTATES INCVINTAGE WINE ESTATES INC	10,000	$20	<0.01%	0

Sold out in Q3 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
INTCINTEL CORP	8,448	$262K	shares
SLBSLB LIMITED	4,601	$217K	shares
MRKMERCK & CO INC	1,622	$201K	shares

How Q3 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001763138-24-000006	base		2024-10-03	acceptance time not in the bulk data set	2026-10-07 18:26:56 UTC