DOSSIER · 13F-HR · Q2 2026
VERITY Wealth Advisors
$166M in tracked AUM across 81 positions as of Q2 2026.
VW
CIK 0001763138 · last filed Jun 30, 2026
AI Analysis · Q2 2026
Comprehensive Analysis of VERITY Wealth Advisors SEC 13F Filing
Portfolio Overview
VERITY Wealth Advisors has reported a significant transformation in its portfolio composition for the period ending December 31, 2025. The total portfolio value surged by 722.3%, growing from $19.60 million to $161.17 million. This dramatic increase in assets under management (AUM), coupled with a shift in holdings count to 82 positions, suggests a substantial capital inflow event or a major ...
Quarter at a glance — Q2 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q2 2026.
Filing history
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