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: $316.8M94 positionsView on SEC.gov

			% of Portfolio
ADOBE INC	COM	$275K	0.1%	781 SH	New
ADVANCED MICRO DEVICES INC	COM	$493K	0.2%Prev: 0.4%	3,047 SH	Decreased+254 SH
ALPHABET INC	CAP STK CL A	$1.0M	0.3%Prev: 0.4%	4,173 SH	Decreased-437 SH
ALPHABET INC	CAP STK CL C	$1.6M	0.5%Prev: 0.6%	6,434 SH	Decreased+104 SH
AMAZON COM INC	COM	$1.4M	0.5%Prev: 0.4%	6,590 SH	Decreased-4 SH
AMERICAN EXPRESS CO	COM	$339K	0.1%Prev: 0.1%	1,020 SH	Increased+32 SH
AMERIPRISE FINL INC	COM	$272K	0.1%Prev: 0.1%	553 SH	Increased+2 SH
AMPHENOL CORP NEW	CL A	$934K	0.3%	7,547 SH	New
ANALOG DEVICES INC	COM	$277K	0.1%Prev: 0.1%	1,126 SH	Decreased+3 SH
APPLE INC	COM	$3.2M	1.0%Prev: 1.0%	12,730 SH	Decreased-156 SH
ASTRAZENECA PLC	SPONSORED ADR	$286K	0.1%	3,731 SH	New
AT&T INC	COM	$298K	0.1%	10,557 SH	New
BANK AMERICA CORP	COM	$383K	0.1%	7,424 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$254K	0.1%Prev: 0.1%	505 SH	Decreased-20 SH
BROADCOM INC	COM	$585K	0.2%Prev: 0.2%	1,772 SH	Decreased-128 SH
CATERPILLAR INC	COM	$213K	0.1%Prev: 0.1%	447 SH	Decreased-58 SH
CISCO SYS INC	COM	$220K	0.1%Prev: 0.1%	3,220 SH	Decreased-15 SH
CITIGROUP INC	COM NEW	$208K	0.1%Prev: 0.1%	2,048 SH	Decreased-2 SH
CONSTELLATION ENERGY CORP	COM	$932K	0.3%Prev: 0.2%	2,832 SH	Increased+11 SH
COSTCO WHSL CORP NEW	COM	$885K	0.3%	956 SH	New
DANAHER CORPORATION	COM	$322K	0.1%	1,624 SH	New
DEXCOM INC	COM	$272K	0.1%Prev: 0.1%	4,048 SH	Increased+77 SH
DRAFTKINGS INC NEW	COM CL A	$1.5M	0.5%Prev: 0.4%	40,949 SH	Increased-10,692 SH
ELI LILLY & CO	COM	$237K	0.1%Prev: 0.1%	310 SH	Decreased+2 SH
ENERGY TRANSFER L P	COM UT LTD PTN	$197K	0.1%Prev: 0.1%	11,500 SH	Decreased
EXELON CORP	COM	$354K	0.1%Prev: 0.1%	7,872 SH	Decreased+6 SH
EXXON MOBIL CORP	COM	$468K	0.1%Prev: 0.2%	4,153 SH	Decreased-459 SH
GE AEROSPACE	COM NEW	$212K	0.1%Prev: 0.1%	704 SH	Decreased-236 SH
GILEAD SCIENCES INC	COM	$264K	0.1%Prev: 0.1%	2,375 SH	Decreased+45 SH
GRAYSCALE BITCOIN MINI TR ET	SHS NEW	$292K	0.1%	5,767 SH	New
HOME DEPOT INC	COM	$261K	0.1%Prev: 0.1%	643 SH	Increased
INTERNATIONAL BUSINESS MACHS	COM	$264K	0.1%Prev: 0.1%	937 SH	Decreased-174 SH
INTUIT	COM	$577K	0.2%	845 SH	New
INTUITIVE SURGICAL INC	COM NEW	$524K	0.2%Prev: 0.1%	1,171 SH	Increased+26 SH
INVESCO QQQ TR	UNIT SER 1	$2.2M	0.7%Prev: 0.7%	3,712 SH	Decreased-14 SH
ISHARES INC	CORE MSCI EMKT	$15.4M	4.8%Prev: 5.7%	232,971 SH	Decreased-24,186 SH
ISHARES INC	MSCI GBL MIN VOL	$238K	0.1%Prev: 0.1%	1,983 SH	Decreased-238 SH
ISHARES TR	CORE MSCI EAFE	$12.7M	4.0%Prev: 3.7%	145,172 SH	Decreased+1,422 SH
ISHARES TR	CORE MSCI INTL	$31.1M	9.8%Prev: 10.4%	388,081 SH	Decreased-45,656 SH
ISHARES TR	MSCI EAFE MIN VL	$232K	0.1%Prev: 0.1%	2,739 SH	Decreased-699 SH
ISHARES TR	MSCI USA MIN VOL	$717K	0.2%	7,534 SH	New
ISHARES TR	NATIONAL MUN ETF	$11.6M	3.7%Prev: 3.3%	108,980 SH	Decreased-4,825 SH
ISHARES TR	RUS 2000 GRW ETF	$1.3M	0.4%Prev: 0.4%	4,020 SH	Decreased+8 SH
ISHARES TR	RUS 2000 VAL ETF	$1.4M	0.4%Prev: 0.5%	7,656 SH	Decreased-46 SH
ISHARES TR	S&P 500 GRWT ETF	$351K	0.1%Prev: 0.1%	2,906 SH	Decreased-848 SH
ISHARES TR	S&P 500 VAL ETF	$349K	0.1%Prev: 0.1%	1,691 SH	Decreased-437 SH
JOHNSON & JOHNSON	COM	$245K	0.1%Prev: 0.1%	1,323 SH	Decreased-368 SH
JPMORGAN CHASE & CO.	COM	$870K	0.3%	2,759 SH	New
KAYNE ANDERSON BDC INC	COM SHS	$198K	0.1%Prev: 0.1%	14,901 SH	Decreased
KROGER CO	COM	$233K	0.1%	3,462 SH	New
MARATHON PETE CORP	COM	$308K	0.1%Prev: 0.1%	1,598 SH	Decreased+32 SH
MASTERCARD INCORPORATED	CL A	$804K	0.3%Prev: 0.2%	1,414 SH	Increased+1 SH
MERCK & CO INC	COM	$218K	0.1%Prev: 0.1%	2,598 SH	Decreased-66 SH
META PLATFORMS INC	CL A	$876K	0.3%Prev: 0.2%	1,193 SH	Increased+54 SH
MICROSOFT CORP	COM	$2.6M	0.8%Prev: 0.5%	5,030 SH	Increased+224 SH
NVIDIA CORPORATION	COM	$1.5M	0.5%Prev: 0.5%	8,094 SH	Decreased-375 SH
ORACLE CORP	COM	$304K	0.1%	1,081 SH	New
PHILIP MORRIS INTL INC	COM	$301K	0.1%Prev: 0.1%	1,853 SH	Decreased-32 SH
POPULAR INC	COM NEW	$783K	0.2%Prev: 0.3%	6,166 SH	Decreased-41 SH
SALESFORCE INC	COM	$383K	0.1%Prev: 0.1%	1,614 SH	Increased+104 SH
SAP SE	SPON ADR	$206K	0.1%	771 SH	New
SCHWAB STRATEGIC TR	SHT TM US TRES	$1.3M	0.4%Prev: 0.3%	52,224 SH	Increased+2,165 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$42.5M	13.4%Prev: 12.6%	1,332,974 SH	Decreased-49,209 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$33.0M	10.4%Prev: 11.2%	1,133,690 SH	Decreased-62,416 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$1.3M	0.4%Prev: 0.4%	50,726 SH	Decreased-833 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$261K	0.1%Prev: 0.1%	9,346 SH	Decreased+188 SH
SLM CORP	COM	$489K	0.2%Prev: 0.1%	17,677 SH	Increased+9,642 SH
SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$373K	0.1%	8,709 SH	New
SPDR SERIES TRUST	NUVEEN ICE HIGH	$276K	0.1%	11,086 SH	New
SPDR SERIES TRUST	PORTFLI HIGH YLD	$2.6M	0.8%	110,567 SH	New
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$401K	0.1%	1,435 SH	New
TESLA INC	COM	$1.5M	0.5%Prev: 0.4%	3,288 SH	Increased-65 SH
THERMO FISHER SCIENTIFIC INC	COM	$206K	0.1%Prev: 0.1%	424 SH	Decreased
UBER TECHNOLOGIES INC	COM	$287K	0.1%	2,932 SH	New
VANECK ETF TRUST	HIGH YLD MUNIETF	$5.4M	1.7%Prev: 1.3%	105,774 SH	Increased+12,638 SH
VANECK ETF TRUST	JP MRGAN EM LOC	$2.1M	0.7%Prev: 0.5%	83,674 SH	Increased+4,416 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$20.0M	6.3%Prev: 5.9%	268,428 SH	Decreased-32,128 SH
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$4.8M	1.5%Prev: 1.4%	96,497 SH	Decreased-8,363 SH
VANGUARD INDEX FDS	GROWTH ETF	$26.9M	8.5%Prev: 8.0%	56,080 SH	Decreased-290,928 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$2.8M	0.9%Prev: 0.9%	4,515 SH	Decreased-363 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$11.3M	3.6%Prev: 3.8%	53,910 SH	Decreased-3,617 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$11.8M	3.7%Prev: 4.1%	39,510 SH	Decreased-2,052 SH
VANGUARD INDEX FDS	VALUE ETF	$24.7M	7.8%Prev: 8.1%	132,266 SH	Decreased-6,750 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$996K	0.3%Prev: 0.3%	18,389 SH	Decreased-673 SH
VANGUARD MALVERN FDS	STRM INFPROIDX	$2.5M	0.8%Prev: 0.7%	48,677 SH	Decreased-6,551 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$720K	0.2%Prev: 0.2%	14,377 SH	Decreased-972 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$7.2M	2.3%Prev: 2.4%	120,420 SH	Decreased-3,248 SH
VANGUARD WHITEHALL FDS	EM MK GOV BD ETF	$2.0M	0.6%Prev: 0.5%	30,377 SH	Increased+1,746 SH
VERIZON COMMUNICATIONS INC	COM	$204K	0.1%	4,634 SH	New
VISA INC	COM CL A	$752K	0.2%Prev: 0.2%	2,203 SH	Decreased
WALMART INC	COM	$233K	0.1%Prev: 0.1%	2,263 SH	Decreased-331 SH
WELLS FARGO CO NEW	COM	$278K	0.1%	3,313 SH	New
XERIS BIOPHARMA HOLDINGS INC	COM	$115K	0.0%	14,163 SH	New
ZOETIS INC	CL A	$362K	0.1%	2,476 SH	New

Sold (vs prior filing)

ABBVIE INC — $224K
AMPHENOL CORP — $1.3M
APPLIED MATLS INC — $561K
ASML HLDG NV — $412K
ASTRAZENECA PLC — $339K
BANK OF AMER CORP — $390K
BLOOM ENERGY CORP — $202K
CHEVRON CORPORATION — $240K
COSTCO WHOLESALE CORPORATION — $883K
CUMMINS INC — $317K
DANAHER CORP DEL — $292K
DELL TECHNOLOGIES INC — $290K
EATON CORP PLC — $230K
GOLDMAN SACHS GROUP INC — $224K
ISHARES TR — $869K
ISHARES TR — $556K
JPMORGAN CHASE & CO — $874K
LAM RESEARCH CORP — $327K
MICRON TECHNOLOGY INC — $588K
NXP SEMICONDUCTORS N V — $244K
… and 9 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