Verity Wealth Advisors
Verity Wealth Advisors is a California-based independent wealth management and investment advisory firm headquartered in Sausalito. Founded to serve individuals and high net worth clients, the firm offers personalized financial planning and investment management services. With a small team of 2 employees, Verity emphasizes clarity, purpose, and confidence in clients' financial lives, acting as a trusted advisor across all aspects of wealth management.
Investment Strategy
Verity Wealth Advisors provides holistic, client-focused investment management and financial planning services tailored to individual and high net worth clients. Their strategy is centered on simplifying complex financial situations and delivering easy-to-understand recommendations, working closely with clients to implement tailored solutions for long-term financial clarity and purpose. The firm predominantly serves U.S.-based individuals on a discretionary basis, aiming to align client investments with their life goals and values.
Top Holdings
Equity Positions (77)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTI | VANGUARD TOTAL STOCK MARKET ETF | 27.49% | $43.5M | 132,610 | $159.59 | $328.17 | +$3.2M |
I IVV | ISHARES CORE S&P 500 ETF | 16.00% | $25.3M | 37,850 | $257.89 | $669.30 | +$1.8M |
V VEU | VANGUARD FTSE ALL-WORLD EX-US | 7.37% | $11.7M | 163,468 | $49.84 | $71.37 | +$670.1K |
V VWO | VANGUARD FTSE EMERGING MARKETS ETF | 2.95% | $4.7M | 86,117 | $38.49 | $54.18 | +$406.5K |
M MSFT | MICROSOFT CORP COM | 2.69% | $4.3M | 8,230 | $126.86 | $517.95 | +$169.0K |