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: $326.1M95 positionsView on SEC.gov

			% of Portfolio
ADOBE INC	COM	$206K	0.1%Prev: 0.1%	849 SH	Decreased+27 SH
ADVANCED MICRO DEVICES INC	COM	$563K	0.2%Prev: 0.1%	2,766 SH	Increased-384 SH
ALPHABET INC	CAP STK CL A	$1.3M	0.4%Prev: 0.2%	4,460 SH	Increased+1,023 SH
ALPHABET INC	CAP STK CL C	$1.8M	0.6%Prev: 0.4%	6,373 SH	Increased-119 SH
AMAZON COM INC	COM	$1.4M	0.4%Prev: 0.5%	6,499 SH	Increased+46 SH
AMERICAN EXPRESS CO	COM	$307K	0.1%Prev: 0.1%	1,014 SH	Increased+261 SH
AMERIPRISE FINL INC	COM	$246K	0.1%Prev: 0.1%	553 SH	Decreased-31 SH
AMPHENOL CORP	CL A	$938K	0.3%	7,423 SH	New
ANALOG DEVICES INC	COM	$359K	0.1%Prev: 0.1%	1,127 SH	Increased-8 SH
APPLE INC	COM	$3.3M	1.0%Prev: 1.0%	12,894 SH	Increased+1,132 SH
APPLIED MATLS INC	COM	$271K	0.1%	794 SH	New
ASML HLDG NV	N Y REGISTRY SHS	$276K	0.1%	209 SH	New
AT&T INC	COM	$236K	0.1%Prev: 0.1%	8,127 SH	Decreased-2,009 SH
BANK AMERICA CORP	COM	$362K	0.1%Prev: 0.1%	7,434 SH	Increased-977 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$247K	0.1%Prev: 0.1%	516 SH	Decreased-6 SH
BROADCOM INC	COM	$580K	0.2%Prev: 0.1%	1,873 SH	Increased+208 SH
CATERPILLAR INC	COM	$361K	0.1%	509 SH	New
CHEVRON CORPORATION	COM	$314K	0.1%	1,517 SH	New
CISCO SYS INC	COM	$253K	0.1%	3,264 SH	New
CITIGROUP INC	COM NEW	$231K	0.1%	2,036 SH	New
CONSTELLATION ENERGY CORP	COM	$793K	0.2%Prev: 0.3%	2,838 SH	Increased-663 SH
COSTCO WHOLESALE CORPORATION	COM	$953K	0.3%	956 SH	New
CUMMINS INC	COM	$245K	0.1%	455 SH	New
DANAHER CORP DEL	COM	$315K	0.1%	1,660 SH	New
DEXCOM INC	COM	$255K	0.1%Prev: 0.1%	4,053 SH	Decreased+30 SH
DRAFTKINGS INC NEW	COM CL A	$1.1M	0.3%Prev: 0.5%	51,641 SH	Decreased+13,501 SH
ELI LILLY & CO	COM	$285K	0.1%Prev: 0.1%	310 SH	Increased-8 SH
ENERGY TRANSFER L P	COM UT LTD PTN	$222K	0.1%Prev: 0.1%	11,500 SH	Increased
EXELON CORP	COM	$386K	0.1%Prev: 0.2%	7,872 SH	Increased-500 SH
EXXON MOBIL CORP	COM	$802K	0.2%Prev: 0.2%	4,726 SH	Increased+264 SH
GE AEROSPACE	COM NEW	$278K	0.1%	981 SH	New
GILEAD SCIENCES INC	COM	$330K	0.1%Prev: 0.1%	2,369 SH	Increased-132 SH
HCA HEALTHCARE INC	COM	$202K	0.1%	427 SH	New
HOME DEPOT INC	COM	$211K	0.1%Prev: 0.1%	643 SH	Decreased-28 SH
INTERNATIONAL BUSINESS MACHS	COM	$224K	0.1%Prev: 0.1%	926 SH	Decreased-165 SH
INTUIT	COM	$358K	0.1%Prev: 0.2%	829 SH	Decreased+35 SH
INTUITIVE SURGICAL INC	COM NEW	$537K	0.2%Prev: 0.2%	1,165 SH	Decreased-20 SH
INVESCO QQQ TR	UNIT SER 1	$2.2M	0.7%Prev: 0.5%	3,726 SH	Increased+805 SH
ISHARES INC	CORE MSCI EMKT	$17.7M	5.4%Prev: 4.5%	254,015 SH	Increased+38,305 SH
ISHARES INC	MSCI GBL MIN VOL	$237K	0.1%Prev: 0.1%	1,983 SH	Increased+97 SH
ISHARES TR	CORE MSCI EAFE	$13.3M	4.1%Prev: 4.3%	147,373 SH	Increased+1,937 SH
ISHARES TR	CORE MSCI INTL	$35.0M	10.7%Prev: 9.4%	419,077 SH	Increased+68,693 SH
ISHARES TR	MSCI EAFE MIN VL	$269K	0.1%Prev: 0.1%	2,941 SH	Increased+196 SH
ISHARES TR	MSCI USA MIN VOL	$726K	0.2%Prev: 0.3%	7,830 SH	Increased+293 SH
ISHARES TR	NATIONAL MUN ETF	$11.5M	3.5%Prev: 4.5%	108,068 SH	Decreased-1,137 SH
ISHARES TR	RUS 2000 GRW ETF	$1.3M	0.4%Prev: 0.4%	4,051 SH	Increased+29 SH
ISHARES TR	RUS 2000 VAL ETF	$1.5M	0.5%Prev: 0.4%	7,746 SH	Increased+502 SH
ISHARES TR	S&P 500 GRWT ETF	$407K	0.1%Prev: 0.1%	3,602 SH	Increased+384 SH
ISHARES TR	S&P 500 VAL ETF	$417K	0.1%Prev: 0.1%	1,976 SH	Increased+681 SH
ISHARES TR	SHRT NAT MUN ETF	$228K	0.1%	2,137 SH	New
JOHNSON & JOHNSON	COM	$331K	0.1%Prev: 0.1%	1,356 SH	Increased-98 SH
JPMORGAN CHASE & CO	COM	$811K	0.2%	2,756 SH	New
KAYNE ANDERSON BDC INC	COM SHS	$204K	0.1%	14,901 SH	New
KROGER CO	COM	$250K	0.1%Prev: 0.1%	3,451 SH	Increased-30 SH
MARATHON PETE CORP	COM	$384K	0.1%Prev: 0.1%	1,574 SH	Increased-29 SH
MASTERCARD INCORPORATED	CL A	$706K	0.2%Prev: 0.3%	1,412 SH	Decreased-7 SH
MERCK & CO INC	COM	$321K	0.1%Prev: 0.1%	2,667 SH	Increased-27 SH
META PLATFORMS INC	CL A	$652K	0.2%Prev: 0.3%	1,139 SH	Decreased-95 SH
MICROSOFT CORP	COM	$1.8M	0.5%Prev: 0.7%	4,820 SH	Increased+111 SH
NVIDIA CORPORATION	COM	$1.5M	0.5%Prev: 0.3%	8,429 SH	Increased+824 SH
PHILIP MORRIS INTL INC	COM	$306K	0.1%Prev: 0.1%	1,848 SH	Increased-70 SH
POPULAR INC	COM NEW	$832K	0.3%Prev: 0.2%	6,204 SH	Increased+56 SH
SALESFORCE INC	COM	$279K	0.1%Prev: 0.2%	1,495 SH	Decreased-167 SH
SCHWAB STRATEGIC TR	SHT TM US TRES	$1.2M	0.4%Prev: 0.5%	50,798 SH	Increased+628 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$39.4M	12.1%Prev: 12.1%	1,350,873 SH	Increased+108,486 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$35.6M	10.9%Prev: 10.8%	1,168,407 SH	Increased+127,077 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$1.3M	0.4%Prev: 0.5%	51,076 SH	Increased-3,694 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$268K	0.1%Prev: 0.1%	9,222 SH	Decreased-3,030 SH
SHELL PLC	SPON ADS	$204K	0.1%	2,194 SH	New
SPDR INDEX SHS FDS	STATE STREET SPD	$398K	0.1%	8,709 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$3.0M	0.9%	126,697 SH	New
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$542K	0.2%	1,605 SH	New
TESLA INC	COM	$1.2M	0.4%Prev: 0.2%	3,339 SH	Increased+886 SH
THERMO FISHER SCIENTIFIC INC	COM	$209K	0.1%Prev: 0.1%	425 SH	Decreased-1 SH
UBER TECHNOLOGIES INC	COM	$211K	0.1%Prev: 0.1%	2,927 SH	Decreased-8 SH
VALERO ENERGY CORP	COM	$250K	0.1%	1,011 SH	New
VANECK ETF TRUST	HIGH YLD MUNIETF	$4.6M	1.4%Prev: 2.1%	92,638 SH	Decreased-13,065 SH
VANECK ETF TRUST	JP MRGAN EM LOC	$1.9M	0.6%Prev: 0.8%	76,518 SH	Decreased-6,285 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$21.2M	6.5%Prev: 6.9%	287,876 SH	Increased+45,837 SH
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$4.8M	1.5%Prev: 1.7%	100,842 SH	Increased+13,533 SH
VANGUARD INDEX FDS	GROWTH ETF	$25.4M	7.8%Prev: 7.7%	58,108 SH	Increased+4,842 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$2.8M	0.9%Prev: 0.8%	4,759 SH	Increased+758 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$12.2M	3.7%Prev: 3.6%	56,113 SH	Increased+6,970 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$12.4M	3.8%Prev: 3.5%	41,097 SH	Increased+5,139 SH
VANGUARD INDEX FDS	VALUE ETF	$27.0M	8.3%Prev: 8.2%	137,397 SH	Increased+15,917 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$1.0M	0.3%Prev: 0.3%	18,655 SH	Increased-458 SH
VANGUARD MALVERN FDS	STRM INFPROIDX	$2.7M	0.8%Prev: 0.9%	53,553 SH	Increased+9,637 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$760K	0.2%Prev: 0.2%	15,239 SH	Increased+4,170 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$7.8M	2.4%Prev: 2.4%	122,038 SH	Increased+2,057 SH
VANGUARD WHITEHALL FDS	EM MK GOV BD ETF	$1.8M	0.6%Prev: 0.7%	27,567 SH	Decreased-2,112 SH
VERIZON COMMUNICATIONS INC	COM	$226K	0.1%Prev: 0.1%	4,511 SH	Decreased-1,077 SH
VISA INC	COM CL A	$666K	0.2%Prev: 0.3%	2,203 SH	Decreased
WALMART INC	COM	$326K	0.1%	2,622 SH	New
WELLS FARGO & CO	COM	$266K	0.1%	3,346 SH	New
ZOETIS INC	CL A	$253K	0.1%Prev: 0.2%	2,140 SH	Decreased-336 SH

Sold (vs prior filing)

AMPHENOL CORP NEW — $505K
ASTRAZENECA PLC — $282K
COSTCO WHSL CORP NEW — $811K
DANAHER CORPORATION — $328K
GRAYSCALE BITCOIN MINI TR ET — $210K
ISHARES TR — $201K
JPMORGAN CHASE & CO. — $676K
PAYCHEX INC — $238K
ROPER TECHNOLOGIES INC — $221K
SAP SE — $220K
SEMLER SCIENTIFIC INC — $217K
SLM CORP — $236K
SPDR INDEX SHS FDS — $326K
SPDR SER TR — $227K
SPDR SER TR — $2.3M
TAIWAN SEMICONDUCTOR MFG LTD — $242K
UNITEDHEALTH GROUP INC — $203K
WELLS FARGO CO NEW — $217K
XERIS BIOPHARMA HOLDINGS INC — $78K

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