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VERITY Wealth Advisors | Tormere

VERITY Wealth Advisors

Est. AUM

$148.0M

13F long equity, this entity only

Positions

79

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD TOTAL STOCK MARKET ETF	ETF	$40.5M	126339	27.39%	SOLE
2	ISHARES CORE S&P 500 ETF	ETF	$24.7M	37776	16.68%	SOLE
3	VANGUARD FTSE ALL-WORLD EX-US	ETF	$12.1M	161483	8.19%	SOLE
4	VANGUARD FTSE EMERGING MARKETS ETF	ETF	$4.6M	84936	3.10%	SOLE
5	VANGUARD FTSE DEVELOPED MARKETS ETF	ETF	$4.0M	63012	2.73%	SOLE
6	ISHARES MSCI ACWI EX US	ETF	$3.9M	56343	2.61%	SOLE
7	ISHARES MSCI USA ESG SELECT ETF	ETF	$3.1M	23554	2.10%	SOLE
8	SCHWAB INTERNATIONAL EQUITY ETF	ETF	$2.6M	106769	1.79%	SOLE
9	MICROSOFT CORP COM	Stock	$2.3M	6279	1.57%	SOLE
10	SCHWAB U.S. LARGE-CAP ETF	ETF	$2.3M	90161	1.56%	SOLE
11	VANGUARD REIT INDEX ETF	ETF	$2.0M	22848	1.37%	SOLE
12	JOHNSON & JOHNSON COM	Stock	$1.7M	6964	1.15%	SOLE
13	ISHARES CURRENCY HEDGED MSCI EAFE ETF	ETF	$1.7M	40000	1.15%	SOLE
14	VANGUARD SHORT-TERM TREASURY ETF	ETF	$1.6M	26702	1.06%	SOLE
15	DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF	ETF	$1.5M	43719	1.00%	SOLE
16	ISHARES ESG ADVANCED MSCI USA ETF	ETF	$1.4M	26236	0.98%	SOLE
17	ISHARES 0-5 YEAR TIPS BOND ETF	ETF	$1.4M	13841	0.97%	SOLE
18	VANGUARD TOTAL INTERNATIONAL STOCK ETF	ETF	$1.4M	18045	0.94%	SOLE
19	VANGUARD S&P 500 ETF	ETF	$1.2M	1985	0.80%	SOLE
20	VANGUARD TOTAL BOND MARKET ETF	ETF	$1.1M	15538	0.77%	SOLE
21	ISHARES MSCI USA MIN VOL FACTOR ETF	ETF	$1.1M	12102	0.76%	SOLE
22	ISHARES CORE MSCI EMERGING MARKETS ETF	ETF	$1.1M	15852	0.75%	SOLE
23	VANGUARD SHORT TERM CORP BOND FD ETF	ETF	$1.1M	13640	0.73%	SOLE
24	ISHARES CORE MSCI EAFE ETF	ETF	$1.1M	11729	0.72%	SOLE
25	PEPSICO INC COM	Stock	$1.0M	6726	0.71%	SOLE
26	QUALCOMM INC	Stock	$1.0M	7795	0.68%	SOLE
27	ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF	ETF	$966K	11144	0.65%	SOLE
28	CINTAS CORP	Stock	$951K	5624	0.64%	SOLE
29	BERKSHIRE HATHAWAY INC DEL CL B NEW	Stock	$879K	1835	0.59%	SOLE
30	ALLIANT ENERGY CORP COM	Stock	$877K	12225	0.59%	SOLE
31	ISHARES NASDAQ BIOTECHNOLOGY	ETF	$835K	4943	0.56%	SOLE
32	ISHARES COHEN & STEERS REIT ETF	ETF	$822K	13283	0.56%	SOLE
33	SCHWAB US AGGREGATE BOND ETF	ETF	$797K	34307	0.54%	SOLE
34	ISHARES MSCI EAFE VALUE ETF	ETF	$789K	10611	0.53%	SOLE
35	ISHARES ESG MSCI KLD 400 ETF	ETF	$770K	6355	0.52%	SOLE
36	VANGUARD SHORT-TERM BOND ETF	ETF	$766K	9767	0.52%	SOLE
37	ISHARES TR S&P CITIGROUP 1-3 YR INTL TREASURY	ETF	$756K	10191	0.51%	SOLE
38	ISHARES INTERNATIONAL TREASURY BOND ETF	ETF	$747K	18202	0.50%	SOLE
39	GILEAD SCIENCES INC	Stock	$744K	5338	0.50%	SOLE
40	ISHARES S&P 500 VALUE ETF	ETF	$728K	3448	0.49%	SOLE
41	ISHARES ESG AWARE MSCI EAFE ETF	ETF	$701K	7335	0.47%	SOLE
42	ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF	ETF	$660K	26322	0.45%	SOLE
43	STATE STR CORP COM	Stock	$628K	4964	0.42%	SOLE
44	DIMENSIONAL US MARKETWIDE VALUE ETF	ETF	$619K	12775	0.42%	SOLE
45	ISHARES RUSSELL 3000 ETF	ETF	$612K	1651	0.41%	SOLE
46	ISHARES TR S&P 1500 INDEX FD	ETF	$593K	4165	0.40%	SOLE
47	APPLE INC COM	Stock	$588K	2318	0.40%	SOLE
48	VANGUARD TOTAL INTERNATIONAL BOND ETF	ETF	$584K	12147	0.39%	SOLE
49	VANGUARD INFORMATION TECHNOLOGY ETF	ETF	$551K	790	0.37%	SOLE
50	COUPANG INC CL A	Stock	$499K	26425	0.34%	SOLE

1–50 of 79

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.