Veery Capital, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 8, 2025), Veery Capital, LLC reported 92 stock positions worth $257.1 million. Its top holding was Schwab US Large-Cap Growth (SCHG) at 12.1% of the portfolio, followed by Schwab US Large-Cap Value (SCHV, 10.8%) and iShares Core MSCI Dev MKTS (IDEV, 9.4%). Compared with Q4 2024, it opened 7 new positions, sold out of 6, added to 39 and reduced 34. The biggest buy was iShares Core MSCI Dev MKTS (IDEV, shares +4%) and the biggest sale Schwab US Large-Cap Growth (SCHG, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- Wilmington, DE
- CIK
- 0001844375
- Portfolio Value
- $257.1M (Q1 2025)
- SEC Filing
- 0001667731-25-000384 ↗ filed Apr 8, 2025
Holdings Value
Holdings 92 stocks · $257.1M
| SCHG Schwab US Large-Cap Growth | 12.10% | 1,242,387 | $31.1M | Reduce -0.6% |
| SCHV Schwab US Large-Cap Value | 10.77% | 1,041,330 | $27.7M | Add +0.3% |
| IDEV iShares Core MSCI Dev MKTS | 9.39% | 350,384 | $24.1M | Add +4.4% |
| VTV Vanguard Mrngstr Val ETF-Aui | 8.16% | 121,480 | $21.0M | Add +3.7% |
| VUG Vanguard Mrngstar GR ETF-Sui | 7.68% | 53,266 | $19.8M | Add +3.2% |
| BND Vanguard Total Bond Market | 6.92% | 242,039 | $17.8M | Add +0.2% |
| IEMG iShares Core MSCI Emerging | 4.53% | 215,710 | $11.6M | Add +2.3% |
| MUB iShares National Muni Bond E | 4.48% | 109,205 | $11.5M | Add +0.2% |
| IEFA iShares Core MSCI Eafe ETF | 4.28% | 145,436 | $11.0M | Reduce -8.1% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 3.56% | 49,143 | $9.2M | Add +5.0% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 3.52% | 35,958 | $9.1M | Add +4.9% |
| VEA Vanguard Ftse Developed ETF | 2.37% | 119,981 | $6.1M | Reduce -8.8% |
| HYD Vaneck High Yield Muni ETF | 2.10% | 105,703 | $5.4M | Add +6.7% |
| BNDX Vanguard Total Intl Bond ETF | 1.66% | 87,309 | $4.3M | Add +1.6% |
| AAPL Apple Inc. | 1.02% | 11,762 | $2.6M | Add +9.3% |
| SPHY SS SPDR P High Yield ETF | 0.91% | 99,692 | $2.3M | Add +0.7% |
| VTIP Vanguard Short-Term Tips | 0.85% | 43,916 | $2.2M | Reduce -0.5% |
| VOO Vanguard S&P 500 ETF | 0.80% | 4,001 | $2.1M | Reduce -23.1% |
| EMLC Vaneck JPM Em Local Curr BND | 0.77% | 82,803 | $2.0M | Reduce -4.6% |
| VWOB Vanguard Emerg MKTS Gov BND | 0.74% | 29,679 | $1.9M | Reduce -4.5% |
| MSFT Microsoft Corp. | 0.69% | 4,709 | $1.8M | Add +5.4% |
| QQQ Invesco QQQ Trust Series 1 | 0.53% | 2,921 | $1.4M | Add +0.0% |
| DKNG Draftkings Inc. Class A | 0.49% | 38,140 | $1.3M | Add +2.9% |
| AMZN Amazon.com Inc. | 0.48% | 6,453 | $1.2M | Add +0.2% |
| SCHO Schwab Short-Term US Treas | 0.47% | 50,170 | $1.2M | Add +4.0% |
| SCHX Schwab US Large-Cap ETF | 0.47% | 54,770 | $1.2M | Reduce -30.3% |
| IWN iShares Russell 2000 Value E | 0.43% | 7,244 | $1.1M | Reduce -2.3% |
| IWO iShares Russell 2000 Growth | 0.40% | 4,022 | $1.0M | Reduce -1.7% |
| GOOG Alphabet Inc. Class C | 0.39% | 6,492 | $1.0M | Add +1.7% |
| VWO Vanguard Ftse Emerging Marke | 0.34% | 19,113 | $865K | Reduce -17.8% |
| NVDA Nvidia Corp. | 0.32% | 7,605 | $824K | Reduce -0.4% |
| COST Costco Wholesale Corp. | 0.32% | 858 | $811K | Add +7.3% |
| MA Mastercard Inc. Class A | 0.30% | 1,419 | $778K | Reduce -0.1% |
| V Visa Inc. Class A | 0.30% | 2,203 | $772K | Reduce -0.4% |
| META Meta Platforms Inc. Class A | 0.28% | 1,234 | $711K | Add +0.3% |
| USMV iShares MSCI USA Min Vol Fac | 0.27% | 7,537 | $706K | Reduce -0.0% |
| CEG Constellation Energy | 0.27% | 3,501 | $706K | Add +4.6% |
| JPM JPMorgan Chase & Co. | 0.26% | 2,754 | $676K | Add +2.9% |
| TSLA Tesla Inc. | 0.25% | 2,453 | $636K | Add +0.5% |
| ISRG Intuitive Surgical Inc. | 0.23% | 1,185 | $587K | No change |
| BPOP Popular Inc. | 0.22% | 6,148 | $568K | No change |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.21% | 11,069 | $549K | Add +0.3% |
| GOOGL Alphabet Inc. Class A | 0.21% | 3,437 | $532K | Add +21.6% |
| XOM Exxon Mobil Corp. | 0.21% | 4,462 | $531K | Reduce -8.3% |
| APH Amphenol Corp. Class A | 0.20% | 7,696 | $505K | Reduce -0.9% |
| INTU Intuit Inc. | 0.19% | 794 | $488K | No change |
| CRM Salesforce Inc. | 0.17% | 1,662 | $446K | Add +12.7% |
| ZTS Zoetis Inc. | 0.16% | 2,476 | $408K | Add +0.5% |
| EXC Exelon Corp. | 0.15% | 8,372 | $386K | Add +6.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.14% | 8,411 | $351K | Add +14.0% |
| DHR Danaher Corp. | 0.13% | 1,601 | $328K | Reduce -4.6% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.13% | 8,962 | $326K | No change |
| AMD Advanced Micro Devices | 0.13% | 3,150 | $324K | Reduce -1.6% |
| ADBE Adobe Inc. | 0.12% | 822 | $315K | Reduce -37.5% |
| PM Philip Morris International | 0.12% | 1,918 | $304K | Reduce -2.9% |
| IVW iShares S&P 500 Growth ETF | 0.12% | 3,218 | $299K | Add +13.3% |
| SCHA Schwab US Small-Cap ETF | 0.11% | 12,252 | $287K | Reduce -30.8% |
| T AT&T Inc. | 0.11% | 10,136 | $287K | Add +8.0% |
| AMP Ameriprise Financial Inc. | 0.11% | 584 | $283K | Reduce -1.9% |
| AZN Astrazeneca PLC-Spons ADR | 0.11% | 3,832 | $282K | Add +9.4% |
| GILD Gilead Sciences Inc. | 0.11% | 2,501 | $280K | New |
| AVGO Broadcom Inc. | 0.11% | 1,665 | $279K | Add +8.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.11% | 522 | $278K | No change |
| DXCM Dexcom Inc. | 0.11% | 4,023 | $275K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.11% | 1,091 | $271K | Add +0.3% |
| LLY Eli Lilly & Co. | 0.10% | 318 | $263K | Reduce -3.0% |
| VZ Verizon Communications Inc. | 0.10% | 5,588 | $253K | Add +11.4% |
| IVE iShares S&P 500 Value ETF | 0.10% | 1,295 | $247K | New |
| HD Home Depot Inc. | 0.10% | 671 | $246K | Reduce -1.0% |
| TSM Taiwan Semiconductor-SP ADR | 0.09% | 1,458 | $242K | Reduce -0.6% |
| MRK Merck & Co. Inc. | 0.09% | 2,694 | $242K | Reduce -4.7% |
| JNJ Johnson & Johnson | 0.09% | 1,454 | $241K | New |
| PAYX Paychex Inc. | 0.09% | 1,543 | $238K | No change |
| SLM SLM Corp. | 0.09% | 8,035 | $236K | Reduce -25.4% |
| KR Kroger Co. | 0.09% | 3,481 | $236K | Reduce -0.1% |
| MPC Marathon Petroleum Corp. | 0.09% | 1,603 | $234K | Reduce -0.2% |
| ADI Analog Devices Inc. | 0.09% | 1,135 | $229K | Add +0.3% |
| HYMB SS SPDR N Ice HY Muni ETF | 0.09% | 8,999 | $227K | Add +0.4% |
| ROP Roper Technologies Inc. | 0.09% | 374 | $221K | New |
| SAP Sap SE-Sponsored ADR | 0.09% | 818 | $220K | Reduce -4.4% |
| ACWV iShares MSCI Global Min Vol | 0.09% | 1,886 | $219K | No change |
| SMLR Semler Scientific Inc. | 0.08% | 6,000 | $217K | No change |
| WFC Wells Fargo & Co. | 0.08% | 3,018 | $217K | Reduce -0.4% |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.08% | 2,745 | $214K | New |
| UBER Uber Technologies Inc. | 0.08% | 2,935 | $214K | New |
| ET Energy Transfer LP | 0.08% | 11,500 | $214K | No change |
| TMO Thermo Fisher Scientific Inc. | 0.08% | 426 | $212K | No change |
| BTC Grayscale Bitcoin Mini ETF | 0.08% | 5,761 | $210K | New |
| UNH Unitedhealth Group Inc. | 0.08% | 387 | $203K | Reduce -53.3% |
| AXP American Express Co. | 0.08% | 753 | $203K | Add +9.1% |
| EMB iShares JP Morgan Usd Emergi | 0.08% | 2,223 | $201K | Reduce -5.3% |
| XERS Xeris Biopharma Holdings Inc. | 0.03% | 14,163 | $78K | No change |
Portfolio Sells Q4 2024 → Q1 2025
| SCHG Schwab US Large-Cap Growth | Reduce -0.6% | 12.10% | −1.23 |
| VOO Vanguard S&P 500 ETF | Reduce -23.1% | 0.80% | −0.27 |
| SCHX Schwab US Large-Cap ETF | Reduce -30.3% | 0.47% | −0.23 |
| KMB Kimberly-Clark Corp. | Sold out | 0.00% | −0.12 |
| VYM Vanguard High DVD Yield ETF | Sold out | 0.00% | −0.10 |
| ADBE Adobe Inc. | Reduce -37.5% | 0.12% | −0.10 |
| ABBV Abbvie Inc. | Sold out | 0.00% | −0.10 |
| VIG Vanguard Dividend Apprec ETF | Sold out | 0.00% | −0.09 |
| AMAT Applied Materials Inc. | Sold out | 0.00% | −0.08 |
| UNH Unitedhealth Group Inc. | Reduce -53.3% | 0.08% | −0.08 |
| HYLB Xtrackers Usd High Yield Cor | Sold out | 0.00% | −0.08 |
| NVDA Nvidia Corp. | Reduce -0.4% | 0.32% | −0.07 |
| SCHA Schwab US Small-Cap ETF | Reduce -30.8% | 0.11% | −0.06 |
| VWO Vanguard Ftse Emerging Marke | Reduce -17.8% | 0.34% | −0.06 |
| IWO iShares Russell 2000 Growth | Reduce -1.7% | 0.40% | −0.05 |
| IWN iShares Russell 2000 Value E | Reduce -2.3% | 0.43% | −0.04 |
| VEA Vanguard Ftse Developed ETF | Reduce -8.8% | 2.37% | −0.03 |
| AMD Advanced Micro Devices | Reduce -1.6% | 0.13% | −0.02 |
| SLM SLM Corp. | Reduce -25.4% | 0.09% | −0.02 |
| DHR Danaher Corp. | Reduce -4.6% | 0.13% | −0.02 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -0.6% | 0.09% | −0.02 |
| MRK Merck & Co. Inc. | Reduce -4.7% | 0.09% | −0.01 |
| AMP Ameriprise Financial Inc. | Reduce -1.9% | 0.11% | −0.01 |
| APH Amphenol Corp. Class A | Reduce -0.9% | 0.20% | −0.01 |
| VWOB Vanguard Emerg MKTS Gov BND | Reduce -4.5% | 0.74% | −0.01 |
| HD Home Depot Inc. | Reduce -1.0% | 0.10% | −0.01 |
| EMB iShares JP Morgan Usd Emergi | Reduce -5.3% | 0.08% | −0.00 |
| EMLC Vaneck JPM Em Local Curr BND | Reduce -4.6% | 0.77% | +0.00 |
| WFC Wells Fargo & Co. | Reduce -0.4% | 0.08% | +0.00 |
| SAP Sap SE-Sponsored ADR | Reduce -4.4% | 0.09% | +0.00 |
| MPC Marathon Petroleum Corp. | Reduce -0.2% | 0.09% | +0.01 |
| LLY Eli Lilly & Co. | Reduce -3.0% | 0.10% | +0.01 |
| XOM Exxon Mobil Corp. | Reduce -8.3% | 0.21% | +0.01 |
| KR Kroger Co. | Reduce -0.1% | 0.09% | +0.01 |
| MA Mastercard Inc. Class A | Reduce -0.1% | 0.30% | +0.02 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -0.0% | 0.27% | +0.02 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -8.1% | 4.28% | +0.02 |
| PM Philip Morris International | Reduce -2.9% | 0.12% | +0.03 |
| V Visa Inc. Class A | Reduce -0.4% | 0.30% | +0.03 |
| VTIP Vanguard Short-Term Tips | Reduce -0.5% | 0.85% | +0.03 |
Portfolio Buys Q4 2024 → Q1 2025
| IDEV iShares Core MSCI Dev MKTS | Add +4.4% | 9.39% | +1.11 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +3.7% | 8.16% | +0.57 |
| SCHV Schwab US Large-Cap Value | Add +0.3% | 10.77% | +0.41 |
| IEMG iShares Core MSCI Emerging | Add +2.3% | 4.53% | +0.31 |
| BND Vanguard Total Bond Market | Add +0.2% | 6.92% | +0.27 |
| HYD Vaneck High Yield Muni ETF | Add +6.7% | 2.10% | +0.14 |
| GILD Gilead Sciences Inc. | New | 0.11% | +0.11 |
| IVE iShares S&P 500 Value ETF | New | 0.10% | +0.10 |
| JNJ Johnson & Johnson | New | 0.09% | +0.09 |
| ROP Roper Technologies Inc. | New | 0.09% | +0.09 |
| EFAV iShares MSCI Eafe Min Vol Fa | New | 0.08% | +0.08 |
| UBER Uber Technologies Inc. | New | 0.08% | +0.08 |
| BTC Grayscale Bitcoin Mini ETF | New | 0.08% | +0.08 |
| BNDX Vanguard Total Intl Bond ETF | Add +1.6% | 1.66% | +0.04 |
| EXC Exelon Corp. | Add +6.3% | 0.15% | +0.04 |
| COST Costco Wholesale Corp. | Add +7.3% | 0.32% | +0.04 |
| MUB iShares National Muni Bond E | Add +0.2% | 4.48% | +0.03 |
| SCHO Schwab Short-Term US Treas | Add +4.0% | 0.47% | +0.03 |
| T AT&T Inc. | Add +8.0% | 0.11% | +0.03 |
| VZ Verizon Communications Inc. | Add +11.4% | 0.10% | +0.02 |
| AZN Astrazeneca PLC-Spons ADR | Add +9.4% | 0.11% | +0.02 |
| SPHY SS SPDR P High Yield ETF | Add +0.7% | 0.91% | +0.02 |
| JPM JPMorgan Chase & Co. | Add +2.9% | 0.26% | +0.02 |
| IBM Intl Business Machines Corp. | Add +0.3% | 0.11% | +0.01 |
| BAC Bank of America Corp. | Add +14.0% | 0.14% | +0.01 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +5.0% | 3.56% | +0.01 |
| IVW iShares S&P 500 Growth ETF | Add +13.3% | 0.12% | +0.01 |
| ZTS Zoetis Inc. | Add +0.5% | 0.16% | +0.00 |
| GOOGL Alphabet Inc. Class A | Add +21.6% | 0.21% | +0.00 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +0.3% | 0.21% | +0.00 |
| META Meta Platforms Inc. Class A | Add +0.3% | 0.28% | +0.00 |
| HYMB SS SPDR N Ice HY Muni ETF | Add +0.4% | 0.09% | +0.00 |
| AXP American Express Co. | Add +9.1% | 0.08% | +0.00 |
| ADI Analog Devices Inc. | Add +0.3% | 0.09% | −0.00 |
| CEG Constellation Energy | Add +4.6% | 0.27% | −0.01 |
| CRM Salesforce Inc. | Add +12.7% | 0.17% | −0.02 |
| AAPL Apple Inc. | Add +9.3% | 1.02% | −0.02 |
| AVGO Broadcom Inc. | Add +8.7% | 0.11% | −0.03 |
| MSFT Microsoft Corp. | Add +5.4% | 0.69% | −0.03 |
| DKNG Draftkings Inc. Class A | Add +2.9% | 0.49% | −0.04 |
| QQQ Invesco QQQ Trust Series 1 | Add +0.0% | 0.53% | −0.04 |
| AMZN Amazon.com Inc. | Add +0.2% | 0.48% | −0.06 |
| GOOG Alphabet Inc. Class C | Add +1.7% | 0.39% | −0.07 |
| TSLA Tesla Inc. | Add +0.5% | 0.25% | −0.13 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +4.9% | 3.52% | −0.15 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +3.2% | 7.68% | −0.42 |
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 |