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: $372.3M100 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$224K	0.1%	891 SH	New
ADVANCED MICRO DEVICES INC	COM	$1.6M	0.4%Prev: 0.1%	2,793 SH	Increased-254 SH
ALPHABET INC	CAP STK CL A	$1.6M	0.4%Prev: 0.2%	4,610 SH	Increased+1,143 SH
ALPHABET INC	CAP STK CL C	$2.2M	0.6%Prev: 0.4%	6,330 SH	Increased-137 SH
AMAZON COM INC	COM	$1.6M	0.4%Prev: 0.5%	6,594 SH	Increased+109 SH
AMERICAN EXPRESS CO	COM	$334K	0.1%Prev: 0.1%	988 SH	Increased-56 SH
AMERIPRISE FINL INC	COM	$253K	0.1%Prev: 0.1%	551 SH	Decreased-2 SH
AMPHENOL CORP	CL A	$1.3M	0.3%	7,296 SH	New
ANALOG DEVICES INC	COM	$446K	0.1%Prev: 0.1%	1,123 SH	Increased-3 SH
APPLE INC	COM	$3.7M	1.0%Prev: 0.9%	12,886 SH	Increased+206 SH
APPLIED MATLS INC	COM	$561K	0.2%	776 SH	New
ASML HLDG NV	N Y REGISTRY SHS	$412K	0.1%	207 SH	New
ASTRAZENECA PLC	ORD	$339K	0.1%	1,787 SH	New
BANK OF AMER CORP	COM	$390K	0.1%	6,845 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$263K	0.1%Prev: 0.1%	525 SH	Increased+13 SH
BLOOM ENERGY CORP	COM CL A	$202K	0.1%	666 SH	New
BROADCOM INC	COM	$718K	0.2%Prev: 0.2%	1,900 SH	Increased+140 SH
CATERPILLAR INC	COM	$538K	0.1%	505 SH	New
CHEVRON CORPORATION	COM	$240K	0.1%	1,448 SH	New
CISCO SYS INC	COM	$380K	0.1%Prev: 0.1%	3,235 SH	Increased-7 SH
CITIGROUP INC	COM NEW	$287K	0.1%	2,050 SH	New
CONSTELLATION ENERGY CORP	COM	$701K	0.2%Prev: 0.3%	2,821 SH	Decreased-8 SH
COSTCO WHOLESALE CORPORATION	COM	$883K	0.2%	944 SH	New
CUMMINS INC	COM	$317K	0.1%	444 SH	New
DANAHER CORP DEL	COM	$292K	0.1%	1,533 SH	New
DELL TECHNOLOGIES INC	CL C	$290K	0.1%	671 SH	New
DEXCOM INC	COM	$267K	0.1%Prev: 0.1%	3,971 SH	Decreased-77 SH
DRAFTKINGS INC NEW	COM CL A	$1.3M	0.4%Prev: 0.7%	51,641 SH	Decreased+7,328 SH
EATON CORP PLC	SHS	$230K	0.1%	539 SH	New
ELI LILLY & CO	COM	$369K	0.1%Prev: 0.1%	308 SH	Increased-2 SH
ENERGY TRANSFER L P	COM UT LTD PTN	$220K	0.1%Prev: 0.1%	11,500 SH	Increased
EXELON CORP	COM	$367K	0.1%Prev: 0.1%	7,866 SH	Increased-6 SH
EXXON MOBIL CORP	COM	$631K	0.2%Prev: 0.2%	4,612 SH	Increased+205 SH
GE AEROSPACE	COM NEW	$351K	0.1%Prev: 0.1%	940 SH	Increased+139 SH
GILEAD SCIENCES INC	COM	$294K	0.1%Prev: 0.1%	2,330 SH	Increased-121 SH
GOLDMAN SACHS GROUP INC	COM	$224K	0.1%	221 SH	New
HOME DEPOT INC	COM	$227K	0.1%Prev: 0.1%	643 SH	Decreased
INTERNATIONAL BUSINESS MACHS	COM	$312K	0.1%Prev: 0.1%	1,111 SH	Increased+163 SH
INTUITIVE SURGICAL INC	COM NEW	$455K	0.1%Prev: 0.2%	1,145 SH	Decreased-26 SH
INVESCO QQQ TR	UNIT SER 1	$2.7M	0.7%Prev: 0.7%	3,726 SH	Increased+21 SH
ISHARES INC	CORE MSCI EMKT	$21.3M	5.7%Prev: 4.6%	257,157 SH	Increased+32,030 SH
ISHARES INC	MSCI GBL MIN VOL	$267K	0.1%Prev: 0.1%	2,221 SH	Increased+335 SH
ISHARES TR	CORE MSCI EAFE	$13.9M	3.7%Prev: 4.2%	143,750 SH	Increased-1,842 SH
ISHARES TR	CORE MSCI INTL	$38.6M	10.4%Prev: 9.7%	433,737 SH	Increased+62,753 SH
ISHARES TR	MSCI EAFE MIN VL	$302K	0.1%Prev: 0.1%	3,438 SH	Increased+698 SH
ISHARES TR	MSCI USA MIN ETF	$869K	0.2%	9,007 SH	New
ISHARES TR	NATIONAL MUN ETF	$12.2M	3.3%Prev: 3.8%	113,805 SH	Increased+8,224 SH
ISHARES TR	RUS 2000 GRW ETF	$1.6M	0.4%Prev: 0.4%	4,012 SH	Increased-8 SH
ISHARES TR	RUS 2000 VAL ETF	$1.7M	0.5%Prev: 0.4%	7,702 SH	Increased+225 SH
ISHARES TR	S&P 500 GRWT ETF	$516K	0.1%Prev: 0.1%	3,754 SH	Increased+536 SH
ISHARES TR	S&P 500 VAL ETF	$483K	0.1%Prev: 0.1%	2,128 SH	Increased+833 SH
ISHARES TR	SHRT NAT MUN ETF	$556K	0.1%	5,219 SH	New
JOHNSON & JOHNSON	COM	$429K	0.1%Prev: 0.1%	1,691 SH	Increased+359 SH
JPMORGAN CHASE & CO	COM	$874K	0.2%	2,670 SH	New
KAYNE ANDERSON BDC INC	COM SHS	$202K	0.1%Prev: 0.1%	14,901 SH	Decreased
LAM RESEARCH CORP	COM NEW	$327K	0.1%	755 SH	New
MARATHON PETE CORP	COM	$400K	0.1%Prev: 0.1%	1,566 SH	Increased-32 SH
MASTERCARD INCORPORATED	CL A	$726K	0.2%Prev: 0.3%	1,413 SH	Decreased-6 SH
MERCK & CO INC	COM	$342K	0.1%Prev: 0.1%	2,664 SH	Increased+72 SH
META PLATFORMS INC	CL A	$642K	0.2%Prev: 0.3%	1,139 SH	Decreased-64 SH
MICRON TECHNOLOGY INC	COM	$588K	0.2%	509 SH	New
MICROSOFT CORP	COM	$1.8M	0.5%Prev: 0.9%	4,806 SH	Decreased-222 SH
NVIDIA CORPORATION	COM	$1.7M	0.5%Prev: 0.4%	8,469 SH	Increased+410 SH
NXP SEMICONDUCTORS N V	COM	$244K	0.1%	868 SH	New
PHILIP MORRIS INTL INC	COM	$341K	0.1%Prev: 0.1%	1,885 SH	Increased+17 SH
PNC FINL SVCS GROUP INC	COM	$218K	0.1%	887 SH	New
POPULAR INC	COM NEW	$1.0M	0.3%Prev: 0.2%	6,207 SH	Increased+59 SH
SALESFORCE INC	COM	$237K	0.1%Prev: 0.2%	1,510 SH	Decreased-123 SH
SANDISK CORP	COM	$264K	0.1%	116 SH	New
SCHWAB STRATEGIC TR	SHT TM US TRES	$1.2M	0.3%Prev: 0.4%	50,059 SH	Decreased-70 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$46.8M	12.6%Prev: 13.2%	1,382,183 SH	Increased+72,145 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$41.6M	11.2%Prev: 10.5%	1,196,106 SH	Increased+92,764 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$1.5M	0.4%Prev: 0.5%	51,559 SH	Increased-2,651 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$331K	0.1%Prev: 0.1%	9,158 SH	Increased-775 SH
SLM CORP	COM	$208K	0.1%Prev: 0.1%	8,035 SH	Decreased
SPDR INDEX SHS FDS	ST STR PO EX ETF	$439K	0.1%	8,709 SH	New
SPDR SERIES TRUST	ST NUVE HIGH ETF	$372K	0.1%	14,610 SH	New
SPDR SERIES TRUST	ST PORT HIGH ETF	$2.7M	0.7%	117,080 SH	New
STATE STR CORP	COM	$201K	0.1%	1,185 SH	New
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$773K	0.2%	1,618 SH	New
TESLA INC	COM	$1.4M	0.4%Prev: 0.4%	3,353 SH	Increased+82 SH
THERMO FISHER SCIENTIFIC INC	COM	$213K	0.1%	424 SH	New
VALERO ENERGY CORP	COM	$261K	0.1%	1,002 SH	New
VANECK ETF TRUST	HIGH YLD MUNIETF	$4.8M	1.3%Prev: 1.8%	93,136 SH	Decreased-9,595 SH
VANECK ETF TRUST	JP MRGAN EM LOC	$2.0M	0.5%Prev: 0.7%	79,258 SH	Decreased-3,077 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$22.1M	5.9%Prev: 6.4%	300,556 SH	Increased+47,696 SH
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$5.1M	1.4%Prev: 1.5%	104,860 SH	Increased+14,211 SH
VANGUARD INDEX FDS	GROWTH ETF	$29.9M	8.0%Prev: 8.3%	347,008 SH	Increased+292,156 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$3.4M	0.9%Prev: 0.9%	4,878 SH	Increased+494 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$14.0M	3.8%Prev: 3.5%	57,527 SH	Increased+5,306 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$15.2M	4.1%Prev: 3.6%	41,562 SH	Increased+3,345 SH
VANGUARD INDEX FDS	VALUE ETF	$30.3M	8.1%Prev: 7.7%	139,016 SH	Increased+11,886 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$1.1M	0.3%Prev: 0.3%	19,062 SH	Increased-733 SH
VANGUARD MALVERN FDS	STRM INFPROIDX	$2.8M	0.7%Prev: 0.8%	55,228 SH	Increased+10,673 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$776K	0.2%Prev: 0.2%	15,349 SH	Increased+1,842 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$8.8M	2.4%Prev: 2.4%	123,668 SH	Increased+1,564 SH
VANGUARD WHITEHALL FDS	EM MK GOV BD ETF	$1.9M	0.5%Prev: 0.7%	28,631 SH	Decreased-1,080 SH
VISA INC	COM CL A	$756K	0.2%Prev: 0.3%	2,203 SH	Decreased-3 SH
WALMART INC	COM	$294K	0.1%Prev: 0.1%	2,594 SH	Increased+318 SH
WELLS FARGO & CO	COM	$267K	0.1%	3,234 SH	New

Sold (vs prior filing)

ADOBE INC — $302K
AMPHENOL CORP NEW — $750K
ASTRAZENECA PLC — $257K
AT&T INC — $305K
BANK AMERICA CORP — $351K
COSTCO WHSL CORP NEW — $948K
DANAHER CORPORATION — $322K
GRAYSCALE BITCOIN MINI TR ET — $275K
INTUIT — $666K
ISHARES TR — $707K
JPMORGAN CHASE & CO. — $800K
KROGER CO — $248K
ORACLE CORP — $232K
PAYCHEX INC — $224K
ROPER TECHNOLOGIES INC — $212K
SAP SE — $234K
SEMLER SCIENTIFIC INC — $232K
SPDR INDEX SHS FDS — $353K
SPDR SERIES TRUST — $253K
SPDR SERIES TRUST — $2.5M
… and 6 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