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Livermore
Livermore
ZHEN

VERITY Wealth Advisors

SEC CIK
0001763138
Latest filing
Jul 16, 2026

The latest 13F from VERITY Wealth Advisors covers Q2 2026 (filed Jul 16, 2026): 81 long positions worth $165.6M. The top 10 holdings make up 68.9% of the portfolio, and the largest is Vanguard Morningstar Total Stock Market ETF at 27.8%. Livermore has 22 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
5
Est. +$1.19M
Added
24
Est. +$1.98M
Reduced
12
Est. −$3.30M
Sold out
5
Est. −$2.24M

Top 5 holdings

Share of this quarter's portfolio value

  1. Vanguard Morningstar Total Stock Market ETF922908769
    27.8%$46.1M
  2. iShares Core S&P 500 ETF464287200
    17.1%$28.3M
  3. Vanguard Ftse All-World Ex-US Index Fund922042775
    8.4%$13.8M
  4. Vanguard Ftse Emerging Markets ETF922042858
    3.1%$5.07M
  5. Vanguard Ftse Developed Markets ETF921943858
    2.7%$4.49M

Biggest buys

New and added positions, by estimated amount bought

  1. Schwab International Equity ETF808524805
    +$572.7KAdded
  2. XOMExxonMobil Holdings Corp
    +$310.9KNewHistory
  3. Vanguard Ftse All-World Ex-US Index Fund922042775
    +$301.9KAdded
  4. iShares Tr464288117
    +$289.0KAdded
  5. MRKMerck & Co., Inc.
    +$234.1KNewHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. INTCIntel Corp
    +0.48 pp0.2% → 0.7%History
  2. Schwab International Equity ETF808524805
    +0.37 pp1.8% → 2.1%
  3. Vanguard Ftse All-World Ex-US Index Fund922042775
    +0.25 pp8.1% → 8.4%
  4. XOMExxonMobil Holdings Corp
    +0.19 pp0.0% → 0.2%History
  5. iShares Tr46436E767
    +0.14 pp1.0% → 1.1%

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. iShares Tr46429B747
    −$741.5KReduced
  2. Vanguard Morningstar Total Stock Market ETF922908769
    −$698.3KReduced
  3. iShares Core MSCI Eafe ETF46432F842
    −$694.4KReduced
  4. Dimensional ETF Trust25434V724
    −$619.1KSold out
  5. Vanguard Information Technology ETF92204A702
    −$551.2KSold outConverted for a 8-for-1 split

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. iShares Tr46429B747
    −0.55 pp1.0% → 0.4%
  2. iShares Core MSCI Eafe ETF46432F842
    −0.44 pp0.7% → 0.3%
  3. Dimensional ETF Trust25434V724
    −0.41 pp0.4% → 0.0%
  4. Vanguard Information Technology ETF92204A702
    −0.37 pp0.4% → 0.0%
  5. BRK.BBerkshire Hathaway Inc
    −0.29 pp0.6% → 0.3%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$165.6M
+$15.8M (+10.6%) vs. prior quarter
Positions
81
0 vs. prior quarter
Top 10 concentration
68.9%
Top 10 as share of value
Turnover
2.0%
Q2 2026, one quarter
Average holding period
20.3 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $165.6M (Q2 2026)

Q1 2021: $113.0MQ2 2021: $110.2MQ3 2021: $111.8MQ4 2021: $120.4MQ1 2022: $113.2MQ2 2022: $102.9MQ3 2022: $97.5MQ4 2022: $101.9MQ1 2023: $107.8MQ2 2023: $111.4MQ3 2023: $106.3MQ4 2023: $116.3MQ1 2024: $130.3MQ2 2024: $133.5MQ3 2024: $142.2MQ4 2024: $138.5MQ1 2025: $134.9MQ2 2025: $148.9MQ3 2025: $158.3MQ4 2025: $161.1MQ1 2026: $149.7MQ2 2026: $165.6M
Q1 2021Q2 2026
13F filings of VERITY Wealth Advisors by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 16, 202681$165.6MVanguard Morningstar Total Stock Market ETFiShares Core S&P 500 ETFVanguard Ftse All-World Ex-US Index Fundvs. Q1 2026SEC
Q1 2026Apr 9, 202681$149.7MVanguard Morningstar Total Stock Market ETFiShares Core S&P 500 ETFVanguard Ftse All-World Ex-US Index Fundvs. Q4 2025SEC
Q4 2025Jan 7, 202681$161.1MVanguard Morningstar Total Stock Market ETFiShares Core S&P 500 ETFVanguard Ftse All-World Ex-US Index Fundvs. Q3 2025SEC
Q3 2025Oct 17, 202578$158.3MVanguard Morningstar Total Stock Market ETFiShares Core S&P 500 ETFVanguard Ftse All-World Ex-US Index Fundvs. Q2 2025SEC
Q2 2025Aug 8, 202575$148.9MVanguard Morningstar Total Stock Market ETFiShares Core S&P 500 ETFVanguard Ftse All-World Ex-US Index Fundvs. Q1 2025SEC
Q1 2025Apr 22, 202572$134.9MVanguard Morningstar Total Stock Market ETFiShares Core S&P 500 ETFVanguard Ftse All-World Ex-US Index Fundvs. Q4 2024SEC
Q4 2024Feb 7, 202572$138.5MVanguard Morningstar Total Stock Market ETFiShares Core S&P 500 ETFVanguard Ftse All-World Ex-US Index Fundvs. Q3 2024SEC
Q3 2024Oct 3, 202473$142.2MVanguard Morningstar Total Stock Market ETFiShares Core S&P 500 ETFVanguard Ftse All-World Ex-US Index Fundvs. Q2 2024SEC
Q2 2024Aug 2, 202474$133.5MVanguard Morningstar Total Stock Market ETFiShares Core S&P 500 ETFVanguard Ftse All-World Ex-US Index Fundvs. Q1 2024SEC
Q1 2024Apr 5, 202474$130.3MVanguard Morningstar Total Stock Market ETFiShares Core S&P 500 ETFVanguard Ftse All-World Ex-US Index Fundvs. Q4 2023SEC
Q4 2023Jan 4, 202471$116.3MVanguard Morningstar Total Stock Market ETFiShares Core S&P 500 ETFVanguard Ftse All-World Ex-US Index Fundvs. Q3 2023SEC
Q3 2023Oct 26, 202366$106.3MVanguard Morningstar Total Stock Market ETFiShares Core S&P 500 ETFVanguard Ftse All-World Ex-US Index Fundvs. Q2 2023SEC
Q2 2023Jul 27, 202369$111.4MVanguard Morningstar Total Stock Market ETFiShares Core S&P 500 ETFVanguard Ftse All-World Ex-US Index Fundvs. Q1 2023SEC
Q1 2023May 8, 202373$107.8MVanguard Morningstar Total Stock Market ETFiShares Core S&P 500 ETFVanguard Ftse All-World Ex-US Index Fundvs. Q4 2022SEC
Q4 2022Jan 11, 202373$101.9MVanguard Morningstar Total Stock Market ETFiShares Core S&P 500 ETFVanguard Ftse All-World Ex-US Index Fundvs. Q3 2022SEC
Q3 2022Oct 27, 202268$97.5MVanguard Morningstar Total Stock Market ETFiShares Core S&P 500 ETFVanguard Ftse All-World Ex-US Index Fundvs. Q2 2022SEC
Q2 2022Jul 12, 202267$102.9MVanguard Morningstar Total Stock Market ETFiShares Core S&P 500 ETFVanguard Ftse All-World Ex-US Index Fundvs. Q1 2022SEC
Q1 2022Apr 11, 202263$113.2MVanguard Morningstar Total Stock Market ETFiShares Core S&P 500 ETFVanguard Ftse All-World Ex-US Index Fundvs. Q4 2021SEC
Q4 2021Jan 20, 202266$120.4MVanguard Morningstar Total Stock Market ETFiShares Core S&P 500 ETFVanguard Ftse All-World Ex-US Index Fundvs. Q3 2021SEC
Q3 2021Oct 14, 202161$111.8MVanguard Morningstar Total Stock Market ETFiShares Core S&P 500 ETFVanguard Ftse All-World Ex-US Index Fundvs. Q2 2021SEC
Q2 2021Aug 3, 202156$110.2MVanguard Morningstar Total Stock Market ETFiShares Core S&P 500 ETFVanguard Ftse All-World Ex-US Index Fundvs. Q1 2021SEC
Q1 2021May 10, 202155$113.0MVanguard Morningstar Total Stock Market ETFiShares Core S&P 500 ETFVanguard Ftse All-World Ex-US Index Fund–SEC