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: $290.8M94 positionsView on SEC.gov

			% of Portfolio
ADOBE INC	COM	$302K	0.1%Prev: 0.1%	781 SH	Increased-68 SH
ADVANCED MICRO DEVICES INC	COM	$432K	0.1%Prev: 0.2%	3,047 SH	Decreased+281 SH
ALPHABET INC	CAP STK CL A	$611K	0.2%Prev: 0.4%	3,467 SH	Decreased-993 SH
ALPHABET INC	CAP STK CL C	$1.1M	0.4%Prev: 0.6%	6,467 SH	Decreased+94 SH
AMAZON COM INC	COM	$1.4M	0.5%Prev: 0.4%	6,485 SH	Increased-14 SH
AMERICAN EXPRESS CO	COM	$333K	0.1%Prev: 0.1%	1,044 SH	Increased+30 SH
AMERIPRISE FINL INC	COM	$295K	0.1%Prev: 0.1%	553 SH	Increased
AMPHENOL CORP NEW	CL A	$750K	0.3%	7,594 SH	New
ANALOG DEVICES INC	COM	$268K	0.1%Prev: 0.1%	1,126 SH	Decreased-1 SH
APPLE INC	COM	$2.6M	0.9%Prev: 1.0%	12,680 SH	Decreased-214 SH
ASTRAZENECA PLC	SPONSORED ADR	$257K	0.1%	3,678 SH	New
AT&T INC	COM	$305K	0.1%Prev: 0.1%	10,541 SH	Increased+2,414 SH
BANK AMERICA CORP	COM	$351K	0.1%Prev: 0.1%	7,418 SH	Decreased-16 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$249K	0.1%Prev: 0.1%	512 SH	Increased-4 SH
BROADCOM INC	COM	$485K	0.2%Prev: 0.2%	1,760 SH	Decreased-113 SH
CISCO SYS INC	COM	$225K	0.1%Prev: 0.1%	3,242 SH	Decreased-22 SH
CONSTELLATION ENERGY CORP	COM	$913K	0.3%Prev: 0.2%	2,829 SH	Increased-9 SH
COSTCO WHSL CORP NEW	COM	$948K	0.3%	958 SH	New
DANAHER CORPORATION	COM	$322K	0.1%	1,628 SH	New
DEXCOM INC	COM	$353K	0.1%Prev: 0.1%	4,048 SH	Increased-5 SH
DRAFTKINGS INC NEW	COM CL A	$1.9M	0.7%Prev: 0.3%	44,313 SH	Increased-7,328 SH
ELI LILLY & CO	COM	$242K	0.1%Prev: 0.1%	310 SH	Decreased
ENERGY TRANSFER L P	COM UT LTD PTN	$208K	0.1%Prev: 0.1%	11,500 SH	Decreased
EXELON CORP	COM	$342K	0.1%Prev: 0.1%	7,872 SH	Decreased
EXXON MOBIL CORP	COM	$475K	0.2%Prev: 0.2%	4,407 SH	Decreased-319 SH
GE AEROSPACE	COM NEW	$206K	0.1%Prev: 0.1%	801 SH	Decreased-180 SH
GILEAD SCIENCES INC	COM	$272K	0.1%Prev: 0.1%	2,451 SH	Decreased+82 SH
GRAYSCALE BITCOIN MINI TR ET	SHS NEW	$275K	0.1%	5,765 SH	New
HOME DEPOT INC	COM	$236K	0.1%Prev: 0.1%	643 SH	Increased
INTERNATIONAL BUSINESS MACHS	COM	$279K	0.1%Prev: 0.1%	948 SH	Increased+22 SH
INTUIT	COM	$666K	0.2%Prev: 0.1%	845 SH	Increased+16 SH
INTUITIVE SURGICAL INC	COM NEW	$636K	0.2%Prev: 0.2%	1,171 SH	Increased+6 SH
INVESCO QQQ TR	UNIT SER 1	$2.0M	0.7%Prev: 0.7%	3,705 SH	Decreased-21 SH
ISHARES INC	CORE MSCI EMKT	$13.5M	4.6%Prev: 5.4%	225,127 SH	Decreased-28,888 SH
ISHARES INC	MSCI GBL MIN VOL	$224K	0.1%Prev: 0.1%	1,886 SH	Decreased-97 SH
ISHARES TR	CORE MSCI EAFE	$12.2M	4.2%Prev: 4.1%	145,592 SH	Decreased-1,781 SH
ISHARES TR	CORE MSCI INTL	$28.2M	9.7%Prev: 10.7%	370,984 SH	Decreased-48,093 SH
ISHARES TR	MSCI EAFE MIN VL	$230K	0.1%Prev: 0.1%	2,740 SH	Decreased-201 SH
ISHARES TR	MSCI USA MIN VOL	$707K	0.2%Prev: 0.2%	7,535 SH	Decreased-295 SH
ISHARES TR	NATIONAL MUN ETF	$11.0M	3.8%Prev: 3.5%	105,581 SH	Decreased-2,487 SH
ISHARES TR	RUS 2000 GRW ETF	$1.1M	0.4%Prev: 0.4%	4,020 SH	Decreased-31 SH
ISHARES TR	RUS 2000 VAL ETF	$1.2M	0.4%Prev: 0.5%	7,477 SH	Decreased-269 SH
ISHARES TR	S&P 500 GRWT ETF	$354K	0.1%Prev: 0.1%	3,218 SH	Decreased-384 SH
ISHARES TR	S&P 500 VAL ETF	$253K	0.1%Prev: 0.1%	1,295 SH	Decreased-681 SH
JOHNSON & JOHNSON	COM	$203K	0.1%Prev: 0.1%	1,332 SH	Decreased-24 SH
JPMORGAN CHASE & CO.	COM	$800K	0.3%	2,758 SH	New
KAYNE ANDERSON BDC INC	COM SHS	$227K	0.1%Prev: 0.1%	14,901 SH	Increased
KROGER CO	COM	$248K	0.1%Prev: 0.1%	3,462 SH	Decreased+11 SH
MARATHON PETE CORP	COM	$265K	0.1%Prev: 0.1%	1,598 SH	Decreased+24 SH
MASTERCARD INCORPORATED	CL A	$797K	0.3%Prev: 0.2%	1,419 SH	Increased+7 SH
MERCK & CO INC	COM	$205K	0.1%Prev: 0.1%	2,592 SH	Decreased-75 SH
META PLATFORMS INC	CL A	$888K	0.3%Prev: 0.2%	1,203 SH	Increased+64 SH
MICROSOFT CORP	COM	$2.5M	0.9%Prev: 0.5%	5,028 SH	Increased+208 SH
NVIDIA CORPORATION	COM	$1.3M	0.4%Prev: 0.5%	8,059 SH	Decreased-370 SH
ORACLE CORP	COM	$232K	0.1%	1,059 SH	New
PAYCHEX INC	COM	$224K	0.1%	1,543 SH	New
PHILIP MORRIS INTL INC	COM	$340K	0.1%Prev: 0.1%	1,868 SH	Increased+20 SH
POPULAR INC	COM NEW	$678K	0.2%Prev: 0.3%	6,148 SH	Decreased-56 SH
ROPER TECHNOLOGIES INC	COM	$212K	0.1%	374 SH	New
SALESFORCE INC	COM	$445K	0.2%Prev: 0.1%	1,633 SH	Increased+138 SH
SAP SE	SPON ADR	$234K	0.1%	771 SH	New
SCHWAB STRATEGIC TR	SHT TM US TRES	$1.2M	0.4%Prev: 0.4%	50,129 SH	Decreased-669 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$38.3M	13.2%Prev: 12.1%	1,310,038 SH	Decreased-40,835 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$30.5M	10.5%Prev: 10.9%	1,103,342 SH	Decreased-65,065 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$1.3M	0.5%Prev: 0.4%	54,210 SH	Increased+3,134 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$251K	0.1%Prev: 0.1%	9,933 SH	Decreased+711 SH
SEMLER SCIENTIFIC INC	COM	$232K	0.1%	6,000 SH	New
SLM CORP	COM	$263K	0.1%	8,035 SH	New
SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$353K	0.1%	8,709 SH	New
SPDR SERIES TRUST	NUVEEN ICE HIGH	$253K	0.1%	10,228 SH	New
SPDR SERIES TRUST	PORTFLI HIGH YLD	$2.5M	0.9%	104,598 SH	New
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$334K	0.1%	1,474 SH	New
TESLA INC	COM	$1.0M	0.4%Prev: 0.4%	3,271 SH	Decreased-68 SH
UBER TECHNOLOGIES INC	COM	$273K	0.1%Prev: 0.1%	2,931 SH	Increased+4 SH
VANECK ETF TRUST	HIGH YLD MUNIETF	$5.2M	1.8%Prev: 1.4%	102,731 SH	Increased+10,093 SH
VANECK ETF TRUST	JP MRGAN EM LOC	$2.1M	0.7%Prev: 0.6%	82,335 SH	Increased+5,817 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$18.6M	6.4%Prev: 6.5%	252,860 SH	Decreased-35,016 SH
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$4.5M	1.5%Prev: 1.5%	90,649 SH	Decreased-10,193 SH
VANGUARD INDEX FDS	GROWTH ETF	$24.0M	8.3%Prev: 7.8%	54,852 SH	Decreased-3,256 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$2.5M	0.9%Prev: 0.9%	4,384 SH	Decreased-375 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$10.2M	3.5%Prev: 3.7%	52,221 SH	Decreased-3,892 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$10.6M	3.6%Prev: 3.8%	38,217 SH	Decreased-2,880 SH
VANGUARD INDEX FDS	VALUE ETF	$22.5M	7.7%Prev: 8.3%	127,130 SH	Decreased-10,267 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$979K	0.3%Prev: 0.3%	19,795 SH	Decreased+1,140 SH
VANGUARD MALVERN FDS	STRM INFPROIDX	$2.2M	0.8%Prev: 0.8%	44,555 SH	Decreased-8,998 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$662K	0.2%Prev: 0.2%	13,507 SH	Decreased-1,732 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$7.0M	2.4%Prev: 2.4%	122,104 SH	Decreased+66 SH
VANGUARD WHITEHALL FDS	EM MK GOV BD ETF	$1.9M	0.7%Prev: 0.6%	29,711 SH	Increased+2,144 SH
VERIZON COMMUNICATIONS INC	COM	$204K	0.1%Prev: 0.1%	4,706 SH	Decreased+195 SH
VISA INC	COM CL A	$783K	0.3%Prev: 0.2%	2,206 SH	Increased+3 SH
WALMART INC	COM	$223K	0.1%Prev: 0.1%	2,276 SH	Decreased-346 SH
WELLS FARGO CO NEW	COM	$267K	0.1%	3,328 SH	New
XERIS BIOPHARMA HOLDINGS INC	COM	$66K	0.0%	14,163 SH	New
ZOETIS INC	CL A	$386K	0.1%Prev: 0.1%	2,476 SH	Increased+336 SH

Sold (vs prior filing)

AMPHENOL CORP — $938K
APPLIED MATLS INC — $271K
ASML HLDG NV — $276K
CATERPILLAR INC — $361K
CHEVRON CORPORATION — $314K
CITIGROUP INC — $231K
COSTCO WHOLESALE CORPORATION — $953K
CUMMINS INC — $245K
DANAHER CORP DEL — $315K
HCA HEALTHCARE INC — $202K
ISHARES TR — $228K
JPMORGAN CHASE & CO — $811K
SHELL PLC — $204K
SPDR INDEX SHS FDS — $398K
SPDR SERIES TRUST — $3.0M
TAIWAN SEMICONDUCTOR MANUFAC — $542K
THERMO FISHER SCIENTIFIC INC — $209K
VALERO ENERGY CORP — $250K
WELLS FARGO & CO — $266K

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