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VERITY Wealth Advisors
RIA/Wealth
VERITY Wealth Advisors is a RIA/Wealth based in Sausalito, CA led by Robert Evan Oliver, reporting $244.8M in AUM as of Q3 2025 with 88% ETF concentration, 67% concentrated in top 10 holdings, and 27% allocation to VTI.
CCORobert Evan Oliver
- Portfolio Value
- $158.3M
- Positions
- 78
- Top Holding
- VTI at 27.49%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in VERITY Wealth Advisors's portfolio (67.4% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $43.5M | 27.49% | -$2.0K Sold | — 132.6K shares | |
ETF ETF | $25.3M | 16.00% | — | — 37.9K shares | |
ETF ETF | $11.7M | 7.37% | -$8.8K Sold | — 163.5K shares | |
ETF ETF | $4.7M | 2.95% | — | — 86.1K shares | |
Software - Infrastructure Technology | $4.3M | 2.69% | — | 0.00% 8.2K shares | |
ETF ETF | $4.1M | 2.57% | — | — 67.9K shares | |
ETF ETF | $3.6M | 2.30% | — | — 56.1K shares | |
ETF ETF | $3.4M | 2.17% | — | — 130.6K shares | |
ETF ETF | $3.2M | 2.02% | — | — 23.6K shares | |
ETF ETF | $2.9M | 1.80% | +$21.3K Bought | — 72.1K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in VERITY Wealth Advisors's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
+38.93% | |
+4.74% | |
+3.13% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
-65.33% | |
-63.49% | |
-52.88% | |
-8.29% |
Analytics
Portfolio insights and performance metrics for VERITY Wealth Advisors
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