Veery Capital, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 9, 2026), Veery Capital, LLC reported 100 stock positions worth $372.3 million. Its top holding was Schwab US Large-Cap Growth (SCHG) at 12.6% of the portfolio, followed by Schwab US Large-Cap Value (SCHV, 11.2%) and iShares Core MSCI Dev MKTS (IDEV, 10.4%). Compared with Q1 2026, it opened 13 new positions, sold out of 9, added to 42 and reduced 37. The biggest buy was Schwab US Large-Cap Growth (SCHG, shares +2%) and the biggest sale iShares Core MSCI Eafe ETF (IEFA, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- Wilmington, DE
- CIK
- 0001844375
- Portfolio Value
- $372.3M (Q2 2026)
- SEC Filing
- 0002085853-26-000679 ↗ filed Jul 9, 2026
Holdings Value
Holdings 100 stocks · $372.3M
| SCHG Schwab US Large-Cap Growth | 12.56% | 1,382,183 | $46.8M | Add +2.3% |
| SCHV Schwab US Large-Cap Value | 11.18% | 1,196,106 | $41.6M | Add +2.4% |
| IDEV iShares Core MSCI Dev MKTS | 10.37% | 433,737 | $38.6M | Add +3.5% |
| VTV Vanguard Mrngstr Val ETF-Aui | 8.14% | 139,016 | $30.3M | Add +1.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 8.03% | 347,008 | $29.9M | Reduce -0.5% |
| BND Vanguard Total Bond Market | 5.93% | 300,556 | $22.1M | Add +4.4% |
| IEMG iShares Core MSCI Emerging | 5.72% | 257,157 | $21.3M | Add +1.2% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 4.08% | 41,562 | $15.2M | Add +1.1% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 3.75% | 57,527 | $14.0M | Add +2.5% |
| IEFA iShares Core MSCI Eafe ETF | 3.73% | 143,750 | $13.9M | Reduce -2.5% |
| MUB iShares National Muni Bond E | 3.29% | 113,805 | $12.2M | Add +5.3% |
| VEA Vanguard Ftse Developed ETF | 2.37% | 123,668 | $8.8M | Add +1.3% |
| BNDX Vanguard Total Intl Bond ETF | 1.36% | 104,860 | $5.1M | Add +4.0% |
| HYD Vaneck High Yield Muni ETF | 1.29% | 93,136 | $4.8M | Add +0.5% |
| AAPL Apple Inc. | 1.00% | 12,886 | $3.7M | Reduce -0.1% |
| VOO Vanguard S&P 500 ETF | 0.90% | 4,878 | $3.4M | Add +2.5% |
| VTIP Vanguard Short-Term Tips | 0.75% | 55,228 | $2.8M | Add +3.1% |
| SPHY SS SPDR P High Yield ETF | 0.74% | 117,080 | $2.7M | Add +4.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.74% | 3,726 | $2.7M | No change |
| GOOG Alphabet Inc. Class C | 0.60% | 6,330 | $2.2M | Reduce -0.7% |
| EMLC Vaneck JPM Em Local Curr BND | 0.54% | 79,258 | $2.0M | Add +3.6% |
| VWOB Vanguard Emerg MKTS Gov BND | 0.52% | 28,631 | $1.9M | Add +3.9% |
| MSFT Microsoft Corp. | 0.48% | 4,806 | $1.8M | Reduce -0.3% |
| IWN iShares Russell 2000 Value E | 0.46% | 7,702 | $1.7M | Reduce -0.6% |
| NVDA Nvidia Corp. | 0.46% | 8,469 | $1.7M | Add +0.5% |
| GOOGL Alphabet Inc. Class A | 0.44% | 4,610 | $1.6M | Add +3.4% |
| AMD Advanced Micro Devices | 0.44% | 2,793 | $1.6M | Add +1.0% |
| IWO iShares Russell 2000 Growth | 0.42% | 4,012 | $1.6M | Reduce -1.0% |
| AMZN Amazon.com Inc. | 0.42% | 6,594 | $1.6M | Add +1.5% |
| SCHX Schwab US Large-Cap ETF | 0.41% | 51,559 | $1.5M | Add +0.9% |
| TSLA Tesla Inc. | 0.38% | 3,353 | $1.4M | Add +0.4% |
| DKNG Draftkings Inc. Class A | 0.35% | 51,641 | $1.3M | No change |
| APH Amphenol Corp. Class A | 0.35% | 7,296 | $1.3M | Reduce -1.7% |
| SCHO Schwab Short-Term US Treas | 0.32% | 50,059 | $1.2M | Reduce -1.4% |
| VWO Vanguard Ftse Emerging Marke | 0.31% | 19,062 | $1.1M | Add +2.2% |
| BPOP Popular Inc. | 0.27% | 6,207 | $1.0M | Add +0.1% |
| COST Costco Wholesale Corp. | 0.24% | 944 | $883K | Reduce -1.3% |
| JPM JPMorgan Chase & Co. | 0.23% | 2,670 | $874K | Reduce -3.1% |
| USMV iShares MSCI USA Min Vol Fac | 0.23% | 9,007 | $869K | Add +15.0% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.21% | 15,349 | $776K | Add +0.7% |
| TSM Taiwan Semiconductor-SP ADR | 0.21% | 1,618 | $773K | Add +0.8% |
| V Visa Inc. Class A | 0.20% | 2,203 | $756K | No change |
| MA Mastercard Inc. Class A | 0.19% | 1,413 | $726K | Add +0.1% |
| AVGO Broadcom Inc. | 0.19% | 1,900 | $718K | Add +1.4% |
| CEG Constellation Energy | 0.19% | 2,821 | $701K | Reduce -0.6% |
| META Meta Platforms Inc. Class A | 0.17% | 1,139 | $642K | No change |
| XOM Exxon Mobil Corp. | 0.17% | 4,612 | $631K | Reduce -2.4% |
| MU Micron Technology Inc. | 0.16% | 509 | $588K | New |
| AMAT Applied Materials Inc. | 0.15% | 776 | $561K | Reduce -2.3% |
| SUB iShares Short-Term National | 0.15% | 5,219 | $556K | Add +144.2% |
| CAT Caterpillar Inc. | 0.14% | 505 | $538K | Reduce -0.8% |
| IVW iShares S&P 500 Growth ETF | 0.14% | 3,754 | $516K | Add +4.2% |
| IVE iShares S&P 500 Value ETF | 0.13% | 2,128 | $483K | Add +7.7% |
| ISRG Intuitive Surgical Inc. | 0.12% | 1,145 | $455K | Reduce -1.7% |
| ADI Analog Devices Inc. | 0.12% | 1,123 | $446K | Reduce -0.3% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.12% | 8,709 | $439K | No change |
| JNJ Johnson & Johnson | 0.12% | 1,691 | $429K | Add +24.7% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.11% | 207 | $412K | Reduce -1.0% |
| MPC Marathon Petroleum Corp. | 0.11% | 1,566 | $400K | Reduce -0.5% |
| BAC Bank of America Corp. | 0.10% | 6,845 | $390K | Reduce -7.9% |
| CSCO Cisco Systems Inc. | 0.10% | 3,235 | $380K | Reduce -0.9% |
| HYMB SS SPDR N Ice HY Muni ETF | 0.10% | 14,610 | $372K | Add +3.7% |
| LLY Eli Lilly & Co. | 0.10% | 308 | $369K | Reduce -0.7% |
| EXC Exelon Corp. | 0.10% | 7,866 | $367K | Reduce -0.1% |
| GE General Electric filed as GE AEROSPACE | 0.09% | 940 | $351K | Reduce -4.2% |
| MRK Merck & Co. Inc. | 0.09% | 2,664 | $342K | Reduce -0.1% |
| PM Philip Morris International | 0.09% | 1,885 | $341K | Add +2.0% |
| AZN Astrazeneca PLC | 0.09% | 1,787 | $339K | New |
| AXP American Express Co. | 0.09% | 988 | $334K | Reduce -2.6% |
| SCHA Schwab US Small-Cap ETF | 0.09% | 9,158 | $331K | Reduce -0.7% |
| LRCX Lam Research Corp. | 0.09% | 755 | $327K | New |
| CMI Cummins Inc. | 0.09% | 444 | $317K | Reduce -2.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.08% | 1,111 | $312K | Add +20.0% |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.08% | 3,438 | $302K | Add +16.9% |
| GILD Gilead Sciences Inc. | 0.08% | 2,330 | $294K | Reduce -1.6% |
| WMT Walmart Inc. | 0.08% | 2,594 | $294K | Reduce -1.1% |
| DHR Danaher Corp. | 0.08% | 1,533 | $292K | Reduce -7.7% |
| DELL Dell Technologies -C | 0.08% | 671 | $290K | New |
| C Citigroup Inc. | 0.08% | 2,050 | $287K | Add +0.7% |
| DXCM Dexcom Inc. | 0.07% | 3,971 | $267K | Reduce -2.0% |
| WFC Wells Fargo & Co. | 0.07% | 3,234 | $267K | Reduce -3.4% |
| ACWV iShares MSCI Global Min Vol | 0.07% | 2,221 | $267K | Add +12.0% |
| SNDK Sandisk Corp. | 0.07% | 116 | $264K | New |
| BRK.B Berkshire Hathaway Inc. Class B | 0.07% | 525 | $263K | Add +1.7% |
| VLO Valero Energy Corp. | 0.07% | 1,002 | $261K | Reduce -0.9% |
| AMP Ameriprise Financial Inc. | 0.07% | 551 | $253K | Reduce -0.4% |
| NXPI NXP Semiconductors NV | 0.07% | 868 | $244K | New |
| CVX Chevron Corp. | 0.06% | 1,448 | $240K | Reduce -4.5% |
| CRM Salesforce Inc. | 0.06% | 1,510 | $237K | Add +1.0% |
| ETN Eaton Corp. PLC | 0.06% | 539 | $230K | New |
| HD Home Depot Inc. | 0.06% | 643 | $227K | No change |
| ABBV Abbvie Inc. | 0.06% | 891 | $224K | New |
| GS Goldman Sachs Group Inc. | 0.06% | 221 | $224K | New |
| ET Energy Transfer LP | 0.06% | 11,500 | $220K | No change |
| PNC PNC Financial Services Group | 0.06% | 887 | $218K | New |
| TMO Thermo Fisher Scientific Inc. | 0.06% | 424 | $213K | Reduce -0.2% |
| SLM SLM Corp. | 0.06% | 8,035 | $208K | New |
| KBDC Kayne Anderson BDC Inc. | 0.05% | 14,901 | $202K | No change |
| BE Bloom Energy Corp. Class A | 0.05% | 666 | $202K | New |
| STT State Street Corp. | 0.05% | 1,185 | $201K | New |
Portfolio Sells Q1 2026 → Q2 2026
| IEFA iShares Core MSCI Eafe ETF | Reduce -2.5% | 3.73% | −0.36 |
| INTU Intuit Inc. | Sold out | 0.00% | −0.11 |
| ZTS Zoetis Inc. | Sold out | 0.00% | −0.08 |
| KR Kroger Co. | Sold out | 0.00% | −0.08 |
| XOM Exxon Mobil Corp. | Reduce -2.4% | 0.17% | −0.08 |
| T AT&T Inc. | Sold out | 0.00% | −0.07 |
| VZ Verizon Communications Inc. | Sold out | 0.00% | −0.07 |
| MSFT Microsoft Corp. | Reduce -0.3% | 0.48% | −0.07 |
| UBER Uber Technologies Inc. | Sold out | 0.00% | −0.06 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.06 |
| SHEL Shell PLC-ADR | Sold out | 0.00% | −0.06 |
| HCA HCA Healthcare Inc. | Sold out | 0.00% | −0.06 |
| COST Costco Wholesale Corp. | Reduce -1.3% | 0.24% | −0.05 |
| CEG Constellation Energy | Reduce -0.6% | 0.19% | −0.05 |
| SCHO Schwab Short-Term US Treas | Reduce -1.4% | 0.32% | −0.05 |
| ISRG Intuitive Surgical Inc. | Reduce -1.7% | 0.12% | −0.04 |
| CVX Chevron Corp. | Reduce -4.5% | 0.06% | −0.03 |
| GILD Gilead Sciences Inc. | Reduce -1.6% | 0.08% | −0.02 |
| WMT Walmart Inc. | Reduce -1.1% | 0.08% | −0.02 |
| EXC Exelon Corp. | Reduce -0.1% | 0.10% | −0.02 |
| DHR Danaher Corp. | Reduce -7.7% | 0.08% | −0.02 |
| JPM JPMorgan Chase & Co. | Reduce -3.1% | 0.23% | −0.01 |
| MPC Marathon Petroleum Corp. | Reduce -0.5% | 0.11% | −0.01 |
| WFC Wells Fargo & Co. | Reduce -3.4% | 0.07% | −0.01 |
| AMP Ameriprise Financial Inc. | Reduce -0.4% | 0.07% | −0.01 |
| TMO Thermo Fisher Scientific Inc. | Reduce -0.2% | 0.06% | −0.01 |
| VLO Valero Energy Corp. | Reduce -0.9% | 0.07% | −0.01 |
| BAC Bank of America Corp. | Reduce -7.9% | 0.10% | −0.01 |
| MRK Merck & Co. Inc. | Reduce -0.1% | 0.09% | −0.01 |
| DXCM Dexcom Inc. | Reduce -2.0% | 0.07% | −0.01 |
| AXP American Express Co. | Reduce -2.6% | 0.09% | −0.00 |
| AAPL Apple Inc. | Reduce -0.1% | 1.00% | −0.00 |
| SCHA Schwab US Small-Cap ETF | Reduce -0.7% | 0.09% | +0.01 |
| IWN iShares Russell 2000 Value E | Reduce -0.6% | 0.46% | +0.01 |
| GE General Electric | Reduce -4.2% | 0.09% | +0.01 |
| ADI Analog Devices Inc. | Reduce -0.3% | 0.12% | +0.01 |
| CMI Cummins Inc. | Reduce -2.4% | 0.09% | +0.01 |
| LLY Eli Lilly & Co. | Reduce -0.7% | 0.10% | +0.01 |
| CSCO Cisco Systems Inc. | Reduce -0.9% | 0.10% | +0.02 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -1.0% | 0.11% | +0.03 |
| CAT Caterpillar Inc. | Reduce -0.8% | 0.14% | +0.03 |
| IWO iShares Russell 2000 Growth | Reduce -1.0% | 0.42% | +0.03 |
| GOOG Alphabet Inc. Class C | Reduce -0.7% | 0.60% | +0.04 |
| APH Amphenol Corp. Class A | Reduce -1.7% | 0.35% | +0.06 |
| AMAT Applied Materials Inc. | Reduce -2.3% | 0.15% | +0.07 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -0.5% | 8.03% | +0.25 |
Portfolio Buys Q1 2026 → Q2 2026
| SCHG Schwab US Large-Cap Growth | Add +2.3% | 12.56% | +0.50 |
| IEMG iShares Core MSCI Emerging | Add +1.2% | 5.72% | +0.29 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +1.1% | 4.08% | +0.27 |
| AMD Advanced Micro Devices | Add +1.0% | 0.44% | +0.26 |
| SCHV Schwab US Large-Cap Value | Add +2.4% | 11.18% | +0.25 |
| MU Micron Technology Inc. | New | 0.16% | +0.16 |
| AZN Astrazeneca PLC | New | 0.09% | +0.09 |
| LRCX Lam Research Corp. | New | 0.09% | +0.09 |
| SUB iShares Short-Term National | Add +144.2% | 0.15% | +0.08 |
| DELL Dell Technologies -C | New | 0.08% | +0.08 |
| SNDK Sandisk Corp. | New | 0.07% | +0.07 |
| NXPI NXP Semiconductors NV | New | 0.07% | +0.07 |
| ETN Eaton Corp. PLC | New | 0.06% | +0.06 |
| ABBV Abbvie Inc. | New | 0.06% | +0.06 |
| GS Goldman Sachs Group Inc. | New | 0.06% | +0.06 |
| PNC PNC Financial Services Group | New | 0.06% | +0.06 |
| SLM SLM Corp. | New | 0.06% | +0.06 |
| BE Bloom Energy Corp. Class A | New | 0.05% | +0.05 |
| STT State Street Corp. | New | 0.05% | +0.05 |
| GOOGL Alphabet Inc. Class A | Add +3.4% | 0.44% | +0.05 |
| TSM Taiwan Semiconductor-SP ADR | Add +0.8% | 0.21% | +0.04 |
| VOO Vanguard S&P 500 ETF | Add +2.5% | 0.90% | +0.03 |
| BPOP Popular Inc. | Add +0.1% | 0.27% | +0.02 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +2.5% | 3.75% | +0.02 |
| IBM Intl Business Machines Corp. | Add +20.0% | 0.08% | +0.02 |
| AVGO Broadcom Inc. | Add +1.4% | 0.19% | +0.01 |
| IVW iShares S&P 500 Growth ETF | Add +4.2% | 0.14% | +0.01 |
| JNJ Johnson & Johnson | Add +24.7% | 0.12% | +0.01 |
| USMV iShares MSCI USA Min Vol Fac | Add +15.0% | 0.23% | +0.01 |
| AMZN Amazon.com Inc. | Add +1.5% | 0.42% | +0.01 |
| C Citigroup Inc. | Add +0.7% | 0.08% | +0.01 |
| SCHX Schwab US Large-Cap ETF | Add +0.9% | 0.41% | +0.01 |
| NVDA Nvidia Corp. | Add +0.5% | 0.46% | +0.00 |
| IVE iShares S&P 500 Value ETF | Add +7.7% | 0.13% | +0.00 |
| ACWV iShares MSCI Global Min Vol | Add +12.0% | 0.07% | −0.00 |
| EFAV iShares MSCI Eafe Min Vol Fa | Add +16.9% | 0.08% | −0.00 |
| TSLA Tesla Inc. | Add +0.4% | 0.38% | −0.00 |
| PM Philip Morris International | Add +2.0% | 0.09% | −0.00 |
| VWO Vanguard Ftse Emerging Marke | Add +2.2% | 0.31% | −0.00 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +1.7% | 0.07% | −0.01 |
| HYMB SS SPDR N Ice HY Muni ETF | Add +3.7% | 0.10% | −0.01 |
| MA Mastercard Inc. Class A | Add +0.1% | 0.19% | −0.02 |
| CRM Salesforce Inc. | Add +1.0% | 0.06% | −0.02 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +0.7% | 0.21% | −0.02 |
| VEA Vanguard Ftse Developed ETF | Add +1.3% | 2.37% | −0.03 |
| VWOB Vanguard Emerg MKTS Gov BND | Add +3.9% | 0.52% | −0.04 |
| EMLC Vaneck JPM Em Local Curr BND | Add +3.6% | 0.54% | −0.05 |
| SPHY SS SPDR P High Yield ETF | Add +4.0% | 0.74% | −0.07 |
| VTIP Vanguard Short-Term Tips | Add +3.1% | 0.75% | −0.08 |
| BNDX Vanguard Total Intl Bond ETF | Add +4.0% | 1.36% | −0.12 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 100 | $372.3M | SCHG, SCHV, IDEV, VTV, VUG |
| Q1 2026 | 96 | $326.1M | SCHG, SCHV, IDEV, VTV, VUG |
| Q4 2025 | 94 | $325.8M | SCHG, SCHV, IDEV, VUG, VTV |
| Q3 2025 | 94 | $316.8M | SCHG, SCHV, IDEV, VUG, VTV |
| Q2 2025 | 94 | $290.8M | SCHG, SCHV, IDEV, VUG, VTV |
| Q1 2025 | 92 | $257.1M | SCHG, SCHV, IDEV, VTV, VUG |
| Q4 2024 | 91 | $261.3M | SCHG, SCHV, IDEV, VUG, VTV |
| Q3 2024 | 94 | $266.5M | SCHG, SCHV, VTV, IDEV, VUG |
| Q2 2024 | 96 | $246.9M | SCHX, VEA, VUG, VTV, BND |
| Q1 2024 | 96 | $244.0M | SCHX, VEA, VTV, VUG, BND |