Long-term investor
Verity Wealth Advisors @veritywealthadvisors
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001763138).
Record
- Tracked since 2025-06-30 (445 days), 39 trades recorded
- Returns: week n/a · month n/a · 90 days +11.8% · 6 months n/a · 1 year +18.6% · all +18.6%
- Max drawdown n/a · win rate 70% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VTI · 27.8% · long · since 2025-06-30
- IVV · 17.1% · long · since 2025-06-30
- VEU · 8.4% · long · since 2025-06-30
- VWO · 3.1% · long · since 2025-06-30
- VEA · 2.7% · long · since 2025-06-30
- ACWX · 2.6% · long · since 2025-06-30
- SUSA · 2.2% · long · since 2025-06-30
- SCHF · 2.1% · long · since 2025-06-30
- SCHX · 1.6% · long · since 2025-06-30
- MSFT · 1.4% · long · since 2025-06-30
- VNQ · 1.3% · long · since 2025-06-30
- HEFA · 1.1% · long · since 2025-06-30