VERITY Wealth Advisors

13F filer · CIK 0001763138

Reported Jul 16, 2026

Net seller this quarter

13F portfolio value$166MU.S. long equity reported on 13F

Positions323 new · 1 closed

Net flow last quarter-$297KBuys minus sells

Top 10 positions weight9.4%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 16, 202632 positions
SUSASouthern USA Resources Inc.	$3.59M	2.17%	Not reported	-1.2%	Q4 2018
MSFTMicrosoft Corp	$2.4M	1.45%	0.00%	+2.4%	Q4 2018
JNJJohnson & Johnson	$1.77M	1.07%	0.00%	Not reported	Q4 2018
DFAXGulf Resources, Inc.	$1.61M	0.97%	Not reported	Not reported	Q3 2021
QCOMQualcomm Inc	$1.44M	0.87%	0.00%	Not reported	Q4 2018
INTCIntel Corp	$1.21M	0.73%	0.00%	+2.8%	Q4 2018
LNTAlliant Energy Corp	$933K	0.56%	0.00%	Not reported	Q4 2018
PEPPepsico Inc	$911K	0.55%	0.00%	Not reported	Q4 2018
ICFICF International, Inc.	$901K	0.54%	Not reported	+0.3%	Q4 2018
STTState Street Corp	$842K	0.51%	0.00%	Not reported	Q4 2018
CTASCintas Corp	$798K	0.48%	0.00%	-16.6%	Q4 2018
BSVNBank7 Corp.	$761K	0.46%	0.10%	Not reported	Q2 2022
GILDGilead Sciences, Inc.	$674K	0.41%	0.00%	Not reported	Q4 2018
AAPLApple Inc.	$671K	0.41%	0.00%	Not reported	Q3 2020
BRK.BBerkshire Hathaway Inc	$493K	0.30%	Not reported	-46.3%	Q4 2018
COSTCostco Wholesale Corp	$468K	0.28%	0.00%	Not reported	Q3 2021
CPNGCoupang, Inc.	$459K	0.28%	Not reported	Not reported	Q3 2021
AMZNAmazon Com Inc	$424K	0.26%	0.00%	Not reported	Q2 2020
USRTEnigma-Bulwark, Ltd.	$398K	0.24%	Not reported	Not reported	Q4 2023
TMOThermo Fisher Scientific Inc.	$354K	0.21%	0.00%	-21.1%	Q4 2018
GEGeneral Electric Co	$349K	0.21%	0.00%	Not reported	Q3 2021
GEVGE Vernova Inc.	$315K	0.19%	0.00%	+15.0%	Q2 2024
XOMExxonMobil Holdings Corp	$311K	0.19%	0.00%	Not reported	Q4 2018
GOOGLAlphabet Inc.	$300K	0.18%	0.00%	Not reported	Q3 2025
GOOGAlphabet Inc.	$290K	0.17%	Not reported	Not reported	Q4 2025
VZVerizon Communications Inc	$242K	0.15%	0.00%	Not reported	Q2 2020
MRKMerck & Co., Inc.	$234K	0.14%	0.00%	Not reported	Q1 2024
ABBVAbbVie Inc.	$219K	0.13%	0.00%	Not reported	Q1 2023
TAt&T Inc.	$215K	0.13%	0.00%	+4.5%	Q4 2018
SLBSLB Limited	$214K	0.13%	0.00%	Not reported	Q1 2019
OSBCOld Second Bancorp Inc	$206K	0.12%	0.02%	New	Q2 2026
FIGFigma, Inc.	$181K	0.11%	Not reported	Not reported	Q3 2025
Q1 2026Reported Apr 9, 202630 positions
SUSASouthern USA Resources Inc.	$3.11M	2.08%	Not reported	Not reported	Q4 2018
MSFTMicrosoft Corp	$2.32M	1.55%	0.00%	Not reported	Q4 2018
JNJJohnson & Johnson	$1.7M	1.14%	0.00%	-1.4%	Q4 2018
DFAXGulf Resources, Inc.	$1.49M	0.99%	Not reported	Not reported	Q3 2021
PEPPepsico Inc	$1.04M	0.70%	0.00%	-1.6%	Q4 2018
QCOMQualcomm Inc	$1M	0.67%	0.00%	Not reported	Q4 2018
CTASCintas Corp	$951K	0.64%	0.00%	Not reported	Q4 2018
BRK.BBerkshire Hathaway Inc	$879K	0.59%	Not reported	Not reported	Q4 2018
LNTAlliant Energy Corp	$877K	0.59%	0.00%	-25.7%	Q4 2018
ICFICF International, Inc.	$822K	0.55%	Not reported	+0.2%	Q4 2018
BSVNBank7 Corp.	$766K	0.51%	0.10%	-33.0%	Q2 2022
GILDGilead Sciences, Inc.	$744K	0.50%	0.00%	Not reported	Q4 2018
STTState Street Corp	$628K	0.42%	0.00%	Not reported	Q4 2018
AAPLApple Inc.	$588K	0.39%	0.00%	Not reported	Q3 2020
CPNGCoupang, Inc.	$499K	0.33%	Not reported	Not reported	Q3 2021
COSTCostco Wholesale Corp	$498K	0.33%	0.00%	Not reported	Q3 2021
TMOThermo Fisher Scientific Inc.	$440K	0.29%	0.00%	Not reported	Q4 2018
XOMExxonMobil Holdings Corp	$386K	0.26%	0.00%	-71.4%	Q4 2018
INTCIntel Corp	$373K	0.25%	0.00%	Not reported	Q4 2018
AMZNAmazon Com Inc	$371K	0.25%	0.00%	Not reported	Q2 2020
USRTEnigma-Bulwark, Ltd.	$355K	0.24%	Not reported	Not reported	Q4 2023
SPYSPDR S&P 500 ETF Trust	$327K	0.22%	Not reported	New	Q1 2026
TAt&T Inc.	$289K	0.19%	0.00%	Not reported	Q4 2018
VZVerizon Communications Inc	$287K	0.19%	0.00%	Not reported	Q2 2020
GEGeneral Electric Co	$265K	0.18%	0.00%	-75.0%	Q3 2021
GOOGLAlphabet Inc.	$242K	0.16%	0.00%	Not reported	Q3 2025
SLBSLB Limited	$236K	0.16%	0.00%	Not reported	Q1 2019
GOOGAlphabet Inc.	$235K	0.16%	Not reported	Not reported	Q4 2025
FIGFigma, Inc.	$211K	0.14%	Not reported	Not reported	Q3 2025
GEVGE Vernova Inc.	$203K	0.14%	0.00%	-75.0%	Q2 2024
Q4 2025Reported Jan 7, 202628 positions
SUSASouthern USA Resources Inc.	$3.28M	2.04%	Not reported	Not reported	Q4 2018
MSFTMicrosoft Corp	$3.04M	1.88%	0.00%	-23.7%	Q4 2018
JNJJohnson & Johnson	$1.46M	0.91%	0.00%	Not reported	Q4 2018
DFAXGulf Resources, Inc.	$1.43M	0.89%	Not reported	Not reported	Q3 2021
QCOMQualcomm Inc	$1.33M	0.83%	0.00%	Not reported	Q4 2018
GEGeneral Electric Co	$1.15M	0.71%	0.00%	Not reported	Q3 2021
BSVNBank7 Corp.	$1.15M	0.71%	0.15%	-2.2%	Q2 2022
LNTAlliant Energy Corp	$1.07M	0.66%	0.01%	Not reported	Q4 2018
CTASCintas Corp	$1.06M	0.66%	0.00%	Not reported	Q4 2018
PEPPepsico Inc	$981K	0.61%	0.00%	Not reported	Q4 2018
XOMExxonMobil Holdings Corp	$956K	0.59%	0.00%	Not reported	Q4 2018
BRK.BBerkshire Hathaway Inc	$922K	0.57%	Not reported	Not reported	Q4 2018
ICFICF International, Inc.	$791K	0.49%	Not reported	+0.6%	Q4 2018
GILDGilead Sciences, Inc.	$655K	0.41%	0.00%	Not reported	Q4 2018
STTState Street Corp	$640K	0.40%	0.00%	Not reported	Q4 2018
AAPLApple Inc.	$630K	0.39%	0.00%	Not reported	Q3 2020
CPNGCoupang, Inc.	$623K	0.39%	Not reported	Not reported	Q3 2021
GEVGE Vernova Inc.	$610K	0.38%	0.00%	Not reported	Q2 2024
TMOThermo Fisher Scientific Inc.	$519K	0.32%	0.00%	Not reported	Q4 2018
COSTCostco Wholesale Corp	$431K	0.27%	0.00%	Not reported	Q3 2021
AMZNAmazon Com Inc	$411K	0.25%	0.00%	Not reported	Q2 2020
FIGFigma, Inc.	$374K	0.23%	Not reported	Not reported	Q3 2025
USRTEnigma-Bulwark, Ltd.	$342K	0.21%	Not reported	Not reported	Q4 2023
INTCIntel Corp	$312K	0.19%	0.00%	Not reported	Q4 2018
GOOGLAlphabet Inc.	$263K	0.16%	0.00%	Not reported	Q3 2025
GOOGAlphabet Inc.	$257K	0.16%	Not reported	New	Q4 2025
TAt&T Inc.	$247K	0.15%	0.00%	Not reported	Q4 2018
VZVerizon Communications Inc	$233K	0.14%	0.00%	Not reported	Q2 2020
Q3 2025Reported Oct 17, 202528 positions
MSFTMicrosoft Corp	$4.26M	2.69%	0.00%	Not reported	Q4 2018
SUSASouthern USA Resources Inc.	$3.2M	2.02%	Not reported	Not reported	Q4 2018
DFAXGulf Resources, Inc.	$1.37M	0.87%	Not reported	Not reported	Q3 2021
JNJJohnson & Johnson	$1.31M	0.83%	0.00%	Not reported	Q4 2018
QCOMQualcomm Inc	$1.3M	0.82%	0.00%	Not reported	Q4 2018
BSVNBank7 Corp.	$1.18M	0.74%	0.16%	Not reported	Q2 2022
CTASCintas Corp	$1.15M	0.73%	0.00%	Not reported	Q4 2018
GEGeneral Electric Co	$1.12M	0.71%	0.00%	Not reported	Q3 2021
LNTAlliant Energy Corp	$1.11M	0.70%	0.01%	Not reported	Q4 2018
PEPPepsico Inc	$960K	0.61%	0.00%	Not reported	Q4 2018
BRK.BBerkshire Hathaway Inc	$923K	0.58%	Not reported	Not reported	Q4 2018
XOMExxonMobil Holdings Corp	$895K	0.57%	0.00%	Not reported	Q4 2018
CPNGCoupang, Inc.	$851K	0.54%	Not reported	Not reported	Q3 2021
ICFICF International, Inc.	$812K	0.51%	Not reported	+0.4%	Q4 2018
GILDGilead Sciences, Inc.	$593K	0.37%	0.00%	Not reported	Q4 2018
AAPLApple Inc.	$590K	0.37%	0.00%	Not reported	Q3 2020
STTState Street Corp	$576K	0.36%	0.00%	Not reported	Q4 2018
GEVGE Vernova Inc.	$574K	0.36%	0.00%	Not reported	Q2 2024
FIGFigma, Inc.	$519K	0.33%	Not reported	New	Q3 2025
COSTCostco Wholesale Corp	$463K	0.29%	0.00%	Not reported	Q3 2021
TMOThermo Fisher Scientific Inc.	$435K	0.27%	0.00%	Not reported	Q4 2018
AMZNAmazon Com Inc	$391K	0.25%	0.00%	Not reported	Q2 2020
USRTEnigma-Bulwark, Ltd.	$352K	0.22%	Not reported	Not reported	Q4 2023
INTCIntel Corp	$283K	0.18%	0.00%	Not reported	Q4 2018
TAt&T Inc.	$281K	0.18%	0.00%	Not reported	Q4 2018
VZVerizon Communications Inc	$252K	0.16%	0.00%	Not reported	Q2 2020
GOOGLAlphabet Inc.	$204K	0.13%	0.00%	New	Q3 2025
ABBVAbbVie Inc.	$202K	0.13%	0.00%	Not reported	Q1 2023

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