Veery Capital, LLC

CIK 0001844375 • 6 13F filings • Apr 8, 2025 – Jul 9, 2026

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Filer information

Filed by: Veery Capital, LLC, CCO
Address: 112 S French St, Wilmington, DE, 19801
Phone: 302-660-3350
AUM: $325.8M

AUM over time

$375.3M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2026

Q3 2025

Q2 2026

Q2 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $325.8M93 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$200K	0.1%Prev: 0.1%	876 SH	Decreased-8 SH
ADOBE INC	COM	$274K	0.1%Prev: 0.1%	782 SH	Increased-212 SH
ADVANCED MICRO DEVICES INC	COM	$577K	0.2%Prev: 0.5%	2,695 SH	Decreased-71 SH
ALPHABET INC	CAP STK CL A	$1.4M	0.4%Prev: 0.4%	4,387 SH	Decreased-310 SH
ALPHABET INC	CAP STK CL C	$2.0M	0.6%Prev: 0.6%	6,414 SH	Decreased+166 SH
AMAZON COM INC	COM	$1.5M	0.5%Prev: 0.4%	6,492 SH	Decreased-137 SH
AMERICAN EXPRESS CO	COM	$377K	0.1%Prev: 0.1%	1,019 SH	Increased+33 SH
AMERIPRISE FINL INC	COM	$271K	0.1%Prev: 0.1%	553 SH	Decreased+2 SH
AMPHENOL CORP NEW	CL A	$1.0M	0.3%	7,432 SH	New
ANALOG DEVICES INC	COM	$305K	0.1%Prev: 0.1%	1,126 SH	Decreased+7 SH
APPLE INC	COM	$3.5M	1.1%Prev: 1.1%	12,784 SH	Decreased+271 SH
APPLIED MATLS INC	COM	$211K	0.1%Prev: 0.1%	820 SH	Decreased+73 SH
ASTRAZENECA PLC	SPONSORED ADR	$347K	0.1%	3,770 SH	New
BANK AMERICA CORP	COM	$409K	0.1%	7,429 SH	New
BARCLAYS PLC	ADR	$204K	0.1%	8,026 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$262K	0.1%Prev: 0.1%	521 SH	Increased+7 SH
BROADCOM INC	COM	$616K	0.2%Prev: 0.2%	1,779 SH	Decreased-47 SH
CATERPILLAR INC	COM	$241K	0.1%Prev: 0.1%	421 SH	Decreased-84 SH
CHEVRON CORP NEW	COM	$215K	0.1%	1,409 SH	New
CISCO SYS INC	COM	$253K	0.1%Prev: 0.1%	3,287 SH	Decreased+185 SH
CITIGROUP INC	COM NEW	$239K	0.1%Prev: 0.1%	2,048 SH	Decreased+34 SH
CONSTELLATION ENERGY CORP	COM	$1.0M	0.3%Prev: 0.2%	2,838 SH	Increased+17 SH
COSTCO WHSL CORP NEW	COM	$824K	0.3%	956 SH	New
DANAHER CORPORATION	COM	$369K	0.1%	1,611 SH	New
DEXCOM INC	COM	$269K	0.1%Prev: 0.1%	4,048 SH	Decreased+77 SH
DRAFTKINGS INC NEW	COM CL A	$1.7M	0.5%Prev: 0.3%	49,721 SH	Increased-2,000 SH
ELI LILLY & CO	COM	$334K	0.1%Prev: 0.1%	311 SH	Decreased-5 SH
ENERGY TRANSFER L P	COM UT LTD PTN	$190K	0.1%Prev: 0.1%	11,500 SH	Decreased
EXELON CORP	COM	$343K	0.1%Prev: 0.1%	7,872 SH	Increased+6 SH
EXXON MOBIL CORP	COM	$586K	0.2%	4,867 SH	New
GE AEROSPACE	COM NEW	$216K	0.1%Prev: 0.1%	700 SH	Decreased-233 SH
GILEAD SCIENCES INC	COM	$297K	0.1%Prev: 0.1%	2,421 SH	Decreased+88 SH
GOLDMAN SACHS GROUP INC	COM	$207K	0.1%	235 SH	New
GRAYSCALE BITCOIN MINI TR ET	SHS NEW	$223K	0.1%	5,767 SH	New
HOME DEPOT INC	COM	$221K	0.1%	643 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$276K	0.1%Prev: 0.1%	931 SH	Increased-180 SH
INTUIT	COM	$562K	0.2%Prev: 0.1%	848 SH	Increased+36 SH
INTUITIVE SURGICAL INC	COM NEW	$662K	0.2%Prev: 0.1%	1,168 SH	Increased+23 SH
INVESCO QQQ TR	UNIT SER 1	$2.3M	0.7%Prev: 0.7%	3,720 SH	Decreased-8 SH
ISHARES INC	CORE MSCI EMKT	$15.8M	4.8%Prev: 5.7%	234,766 SH	Decreased-27,446 SH
ISHARES INC	MSCI GBL MIN VOL	$235K	0.1%Prev: 0.1%	1,983 SH	Decreased-238 SH
ISHARES TR	CORE MSCI EAFE	$13.0M	4.0%Prev: 3.7%	145,241 SH	Decreased+1,028 SH
ISHARES TR	CORE MSCI INTL	$32.5M	10.0%Prev: 10.5%	393,649 SH	Decreased-46,483 SH
ISHARES TR	MSCI EAFE MIN VL	$236K	0.1%Prev: 0.1%	2,739 SH	Decreased-721 SH
ISHARES TR	MSCI USA MIN VOL	$709K	0.2%	7,534 SH	New
ISHARES TR	NATIONAL MUN ETF	$12.0M	3.7%Prev: 2.9%	112,489 SH	Increased+5,662 SH
ISHARES TR	RUS 2000 GRW ETF	$1.3M	0.4%Prev: 0.4%	4,051 SH	Decreased+208 SH
ISHARES TR	RUS 2000 VAL ETF	$1.4M	0.4%Prev: 0.4%	7,736 SH	Decreased+363 SH
ISHARES TR	S&P 500 GRWT ETF	$396K	0.1%Prev: 0.1%	3,214 SH	Decreased-540 SH
ISHARES TR	S&P 500 VAL ETF	$391K	0.1%Prev: 0.1%	1,844 SH	Decreased-365 SH
JOHNSON & JOHNSON	COM	$299K	0.1%Prev: 0.1%	1,444 SH	Decreased-180 SH
JPMORGAN CHASE & CO.	COM	$889K	0.3%	2,759 SH	New
KAYNE ANDERSON BDC INC	COM SHS	$213K	0.1%Prev: 0.0%	14,901 SH	Increased
KROGER CO	COM	$215K	0.1%Prev: 0.1%	3,449 SH	Increased+14 SH
MARATHON PETE CORP	COM	$260K	0.1%Prev: 0.2%	1,598 SH	Decreased+98 SH
MASTERCARD INCORPORATED	CL A	$806K	0.2%Prev: 0.2%	1,412 SH	Increased+1 SH
MERCK & CO INC	COM	$279K	0.1%Prev: 0.1%	2,650 SH	Decreased-4 SH
META PLATFORMS INC	CL A	$769K	0.2%Prev: 0.2%	1,166 SH	Decreased+34 SH
MICROSOFT CORP	COM	$2.3M	0.7%Prev: 0.6%	4,852 SH	Increased+446 SH
NVIDIA CORPORATION	COM	$1.6M	0.5%Prev: 0.5%	8,383 SH	Decreased-113 SH
PHILIP MORRIS INTL INC	COM	$297K	0.1%Prev: 0.1%	1,852 SH	Decreased+18 SH
POPULAR INC	COM NEW	$773K	0.2%Prev: 0.3%	6,204 SH	Decreased-31 SH
SALESFORCE INC	COM	$420K	0.1%Prev: 0.1%	1,586 SH	Increased-120 SH
SCHWAB STRATEGIC TR	SHT TM US TRES	$1.2M	0.4%Prev: 0.3%	49,835 SH	Increased-259 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$43.0M	13.2%Prev: 13.3%	1,317,731 SH	Decreased-73,071 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$33.6M	10.3%Prev: 10.8%	1,135,273 SH	Decreased-80,280 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$1.4M	0.4%Prev: 0.4%	50,193 SH	Decreased-2,631 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$350K	0.1%Prev: 0.1%	12,295 SH	Increased+3,118 SH
SLM CORP	COM	$478K	0.1%	17,677 SH	New
SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$387K	0.1%	8,709 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$3.0M	0.9%	125,631 SH	New
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$434K	0.1%	1,429 SH	New
TESLA INC	COM	$1.5M	0.5%Prev: 0.3%	3,318 SH	Increased+10 SH
THERMO FISHER SCIENTIFIC INC	COM	$246K	0.1%Prev: 0.1%	424 SH	Decreased
UBER TECHNOLOGIES INC	COM	$240K	0.1%	2,932 SH	New
VANECK ETF TRUST	HIGH YLD MUNIETF	$5.4M	1.7%Prev: 1.1%	105,177 SH	Increased+16,116 SH
VANECK ETF TRUST	JP MRGAN EM LOC	$2.2M	0.7%Prev: 0.5%	84,620 SH	Increased+4,247 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$20.3M	6.2%Prev: 6.0%	273,635 SH	Decreased-46,095 SH
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$4.8M	1.5%Prev: 1.4%	98,500 SH	Decreased-13,051 SH
VANGUARD INDEX FDS	GROWTH ETF	$27.6M	8.5%	56,628 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$2.9M	0.9%Prev: 0.9%	4,624 SH	Decreased-323 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$11.6M	3.5%	54,583 SH	New
VANGUARD INDEX FDS	SML CP GRW ETF	$12.0M	3.7%	39,872 SH	New
VANGUARD INDEX FDS	VALUE ETF	$25.7M	7.9%	134,419 SH	New
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$998K	0.3%Prev: 0.3%	18,568 SH	Decreased-1,779 SH
VANGUARD MALVERN FDS	STRM INFPROIDX	$2.5M	0.8%Prev: 0.8%	50,658 SH	Decreased-10,362 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$732K	0.2%Prev: 0.1%	14,550 SH	Increased+3,495 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$7.6M	2.3%Prev: 2.4%	121,635 SH	Decreased-4,372 SH
VANGUARD WHITEHALL FDS	EM MK GOV BD ETF	$2.1M	0.6%Prev: 0.5%	30,972 SH	Increased+479 SH
VISA INC	COM CL A	$773K	0.2%Prev: 0.2%	2,203 SH	Decreased
WALMART INC	COM	$297K	0.1%Prev: 0.1%	2,662 SH	Increased+87 SH
WELLS FARGO CO NEW	COM	$316K	0.1%	3,393 SH	New
ZOETIS INC	CL A	$305K	0.1%	2,423 SH	New

Sold (vs prior filing)

AMPHENOL CORP — $1.2M
ASML HLDG NV — $371K
ASTRAZENECA PLC — $300K
BANK OF AMER CORP — $360K
CHEVRON CORPORATION — $291K
COSTCO WHOLESALE CORPORATION — $859K
DANAHER CORP DEL — $350K
DELL TECHNOLOGIES INC — $339K
EATON CORP PLC — $232K
EXXONMOBIL HOLDINGS CORP — $739K
HEWLETT PACKARD ENTERPRISE C — $227K
ISHARES TR — $886K
ISHARES TR — $603K
JPMORGAN CHASE & CO — $884K
LAM RESEARCH CORP — $245K
MICRON TECHNOLOGY INC — $541K
NXP SEMICONDUCTORS N V — $206K
QUALCOMM INC — $207K
SAP SE — $203K
SHELL PLC — $205K
… and 12 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 27, 2026	Q4 2025	13F-HR	0002085853-26-000108	$325.8M	View
Oct 7, 2026	Q3 2026	13F-HR	0002085853-26-001103	$375.3M	View
Oct 15, 2025	Q3 2025