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: $375.3M101 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$231K	0.1%	884 SH	New
ADOBE INC	COM	$239K	0.1%Prev: 0.1%	994 SH	Decreased+213 SH
ADVANCED MICRO DEVICES INC	COM	$1.7M	0.5%Prev: 0.2%	2,766 SH	Increased-281 SH
ALPHABET INC	CAP STK CL A	$1.6M	0.4%Prev: 0.3%	4,697 SH	Increased+524 SH
ALPHABET INC	CAP STK CL C	$2.1M	0.6%Prev: 0.5%	6,248 SH	Increased-186 SH
AMAZON COM INC	COM	$1.7M	0.4%Prev: 0.5%	6,629 SH	Increased+39 SH
AMERICAN EXPRESS CO	COM	$300K	0.1%Prev: 0.1%	986 SH	Decreased-34 SH
AMERIPRISE FINL INC	COM	$271K	0.1%Prev: 0.1%	551 SH	Decreased-2 SH
AMPHENOL CORP	CL A	$1.2M	0.3%	14,562 SH	New
ANALOG DEVICES INC	COM	$444K	0.1%Prev: 0.1%	1,119 SH	Increased-7 SH
APPLE INC	COM	$4.2M	1.1%Prev: 1.0%	12,513 SH	Increased-217 SH
APPLIED MATLS INC	COM	$382K	0.1%	747 SH	New
ASML HLDG NV	N Y REGISTRY SHS	$371K	0.1%	205 SH	New
ASTRAZENECA PLC	ORD	$300K	0.1%	1,857 SH	New
BANK OF AMER CORP	COM	$360K	0.1%	6,620 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$256K	0.1%Prev: 0.1%	514 SH	Increased+9 SH
BROADCOM INC	COM	$641K	0.2%Prev: 0.2%	1,826 SH	Increased+54 SH
CATERPILLAR INC	COM	$409K	0.1%Prev: 0.1%	505 SH	Increased+58 SH
CHEVRON CORPORATION	COM	$291K	0.1%	1,423 SH	New
CISCO SYS INC	COM	$334K	0.1%Prev: 0.1%	3,102 SH	Increased-118 SH
CITIGROUP INC	COM NEW	$261K	0.1%Prev: 0.1%	2,014 SH	Increased-34 SH
CONSTELLATION ENERGY CORP	COM	$717K	0.2%Prev: 0.3%	2,821 SH	Decreased-11 SH
COSTCO WHOLESALE CORPORATION	COM	$859K	0.2%	944 SH	New
DANAHER CORP DEL	COM	$350K	0.1%	1,581 SH	New
DELL TECHNOLOGIES INC	CL C	$339K	0.1%	630 SH	New
DEXCOM INC	COM	$343K	0.1%Prev: 0.1%	3,971 SH	Increased-77 SH
DRAFTKINGS INC NEW	COM CL A	$983K	0.3%Prev: 0.5%	51,721 SH	Decreased+10,772 SH
EATON CORP PLC	SHS	$232K	0.1%	539 SH	New
ELI LILLY & CO	COM	$366K	0.1%Prev: 0.1%	316 SH	Increased+6 SH
ENERGY TRANSFER L P	COM UT LTD PTN	$227K	0.1%Prev: 0.1%	11,500 SH	Increased
EXELON CORP	COM	$318K	0.1%Prev: 0.1%	7,866 SH	Decreased-6 SH
EXXONMOBIL HOLDINGS CORP	COM	$739K	0.2%	4,543 SH	New
GE AEROSPACE	COM NEW	$291K	0.1%Prev: 0.1%	933 SH	Increased+229 SH
GILEAD SCIENCES INC	COM	$348K	0.1%Prev: 0.1%	2,333 SH	Increased-42 SH
HEWLETT PACKARD ENTERPRISE C	COM	$227K	0.1%	3,555 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$244K	0.1%Prev: 0.1%	1,111 SH	Decreased+174 SH
INTUIT	COM	$224K	0.1%Prev: 0.2%	812 SH	Decreased-33 SH
INTUITIVE SURGICAL INC	COM NEW	$466K	0.1%Prev: 0.2%	1,145 SH	Decreased-26 SH
INVESCO QQQ TR	UNIT SER 1	$2.8M	0.7%Prev: 0.7%	3,728 SH	Increased+16 SH
ISHARES INC	CORE MSCI EMKT	$21.3M	5.7%Prev: 4.8%	262,212 SH	Increased+29,241 SH
ISHARES INC	MSCI GBL MIN VOL	$273K	0.1%Prev: 0.1%	2,221 SH	Increased+238 SH
ISHARES TR	CORE MSCI EAFE	$14.0M	3.7%Prev: 4.0%	144,213 SH	Increased-959 SH
ISHARES TR	CORE MSCI INTL	$39.4M	10.5%Prev: 9.8%	440,132 SH	Increased+52,051 SH
ISHARES TR	MSCI EAFE MIN VL	$315K	0.1%Prev: 0.1%	3,460 SH	Increased+721 SH
ISHARES TR	MSCI USA MIN ETF	$886K	0.2%	9,091 SH	New
ISHARES TR	NATIONAL MUN ETF	$10.8M	2.9%Prev: 3.7%	106,827 SH	Decreased-2,153 SH
ISHARES TR	RUS 2000 GRW ETF	$1.4M	0.4%Prev: 0.4%	3,843 SH	Increased-177 SH
ISHARES TR	RUS 2000 VAL ETF	$1.5M	0.4%Prev: 0.4%	7,373 SH	Increased-283 SH
ISHARES TR	S&P 500 GRWT ETF	$534K	0.1%Prev: 0.1%	3,754 SH	Increased+848 SH
ISHARES TR	S&P 500 VAL ETF	$504K	0.1%Prev: 0.1%	2,209 SH	Increased+518 SH
ISHARES TR	SHRT NAT MUN ETF	$603K	0.2%	5,769 SH	New
JOHNSON & JOHNSON	COM	$430K	0.1%Prev: 0.1%	1,624 SH	Increased+301 SH
JPMORGAN CHASE & CO	COM	$884K	0.2%	2,671 SH	New
KAYNE ANDERSON BDC INC	COM SHS	$187K	0.0%Prev: 0.1%	14,901 SH	Decreased
KROGER CO	COM	$201K	0.1%Prev: 0.1%	3,435 SH	Decreased-27 SH
LAM RESEARCH CORP	COM NEW	$245K	0.1%	746 SH	New
MARATHON PETE CORP	COM	$593K	0.2%Prev: 0.1%	1,500 SH	Increased-98 SH
MASTERCARD INCORPORATED	CL A	$778K	0.2%Prev: 0.3%	1,411 SH	Decreased-3 SH
MERCK & CO INC	COM	$386K	0.1%Prev: 0.1%	2,654 SH	Increased+56 SH
META PLATFORMS INC	CL A	$821K	0.2%Prev: 0.3%	1,132 SH	Decreased-61 SH
MICRON TECHNOLOGY INC	COM	$541K	0.1%	508 SH	New
MICROSOFT CORP	COM	$2.3M	0.6%Prev: 0.8%	4,406 SH	Decreased-624 SH
NVIDIA CORPORATION	COM	$1.9M	0.5%Prev: 0.5%	8,496 SH	Increased+402 SH
NXP SEMICONDUCTORS N V	COM	$206K	0.1%	868 SH	New
PHILIP MORRIS INTL INC	COM	$350K	0.1%Prev: 0.1%	1,834 SH	Increased-19 SH
POPULAR INC	COM NEW	$969K	0.3%Prev: 0.2%	6,235 SH	Increased+69 SH
QUALCOMM INC	COM	$207K	0.1%	1,123 SH	New
SALESFORCE INC	COM	$392K	0.1%Prev: 0.1%	1,706 SH	Increased+92 SH
SAP SE	SPON ADR	$203K	0.1%Prev: 0.1%	972 SH	Decreased+201 SH
SCHWAB STRATEGIC TR	SHT TM US TRES	$1.2M	0.3%Prev: 0.4%	50,094 SH	Decreased-2,130 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$50.0M	13.3%Prev: 13.4%	1,390,802 SH	Increased+57,828 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$40.5M	10.8%Prev: 10.4%	1,215,553 SH	Increased+81,863 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$1.6M	0.4%Prev: 0.4%	52,824 SH	Increased+2,098 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$299K	0.1%Prev: 0.1%	9,177 SH	Increased-169 SH
SHELL PLC	SPON ADS	$205K	0.1%	2,152 SH	New
SPDR INDEX SHS FDS	ST STR PO EX ETF	$435K	0.1%	8,668 SH	New
SPDR SERIES TRUST	ST NUVE HIGH ETF	$291K	0.1%	12,392 SH	New
SPDR SERIES TRUST	ST PORT HIGH ETF	$2.8M	0.7%	123,883 SH	New
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$736K	0.2%	1,613 SH	New
TESLA INC	COM	$1.2M	0.3%Prev: 0.5%	3,308 SH	Decreased+20 SH
THERMO FISHER SCIENTIFIC INC	COM	$286K	0.1%Prev: 0.1%	424 SH	Increased
VALERO ENERGY CORP	COM	$354K	0.1%	912 SH	New
VANECK ETF TRUST	HIGH YLD MUNIETF	$4.3M	1.1%Prev: 1.7%	89,061 SH	Decreased-16,713 SH
VANECK ETF TRUST	JP MRGAN EM LOC	$2.0M	0.5%Prev: 0.7%	80,373 SH	Decreased-3,301 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$22.4M	6.0%Prev: 6.3%	319,730 SH	Increased+51,302 SH
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$5.2M	1.4%Prev: 1.5%	111,551 SH	Increased+15,054 SH
VANGUARD INDEX FDS	MRNGSTR GRWT ETF	$31.6M	8.4%	350,820 SH	New
VANGUARD INDEX FDS	MRNGSTR SM CP GR	$14.2M	3.8%	42,054 SH	New
VANGUARD INDEX FDS	MRNGSTR SML CP V	$13.6M	3.6%	58,722 SH	New
VANGUARD INDEX FDS	MRNGSTR VAL ETF	$30.2M	8.1%	139,973 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$3.5M	0.9%Prev: 0.9%	4,947 SH	Increased+432 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$1.2M	0.3%Prev: 0.3%	20,347 SH	Increased+1,958 SH
VANGUARD MALVERN FDS	STRM INFPROIDX	$3.0M	0.8%Prev: 0.8%	61,020 SH	Increased+12,343 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$524K	0.1%Prev: 0.2%	11,055 SH	Decreased-3,322 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$8.9M	2.4%Prev: 2.3%	126,007 SH	Increased+5,587 SH
VANGUARD WHITEHALL FDS	EM MK GOV BD ETF	$1.9M	0.5%Prev: 0.6%	30,493 SH	Decreased+116 SH
VANGUARD WORLD FD	INF TECH ETF	$695K	0.2%	5,529 SH	New
VERIZON COMMUNICATIONS INC	COM	$204K	0.1%Prev: 0.1%	4,438 SH	Decreased-196 SH
VISA INC	COM CL A	$792K	0.2%Prev: 0.2%	2,203 SH	Increased
WALMART INC	COM	$268K	0.1%Prev: 0.1%	2,575 SH	Increased+312 SH
WELLS FARGO & CO	COM	$258K	0.1%	3,221 SH	New

Sold (vs prior filing)

AMPHENOL CORP NEW — $934K
ASTRAZENECA PLC — $286K
AT&T INC — $298K
BANK AMERICA CORP — $383K
COSTCO WHSL CORP NEW — $885K
DANAHER CORPORATION — $322K
EXXON MOBIL CORP — $468K
GRAYSCALE BITCOIN MINI TR ET — $292K
HOME DEPOT INC — $261K
ISHARES TR — $717K
JPMORGAN CHASE & CO. — $870K
ORACLE CORP — $304K
SLM CORP — $489K
SPDR INDEX SHS FDS — $373K
SPDR SERIES TRUST — $276K
SPDR SERIES TRUST — $2.6M
TAIWAN SEMICONDUCTOR MFG LTD — $401K
UBER TECHNOLOGIES INC — $287K
VANGUARD INDEX FDS — $26.9M
VANGUARD INDEX FDS — $11.3M
… and 5 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