Veery Capital, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 7, 2025), Veery Capital, LLC reported 94 stock positions worth $290.8 million. Its top holding was Schwab US Large-Cap Growth (SCHG) at 13.2% of the portfolio, followed by Schwab US Large-Cap Value (SCHV, 10.5%) and iShares Core MSCI Dev MKTS (IDEV, 9.7%). Compared with Q1 2025, it opened 5 new positions, sold out of 3, added to 40 and reduced 37. The biggest buy was Schwab US Large-Cap Growth (SCHG, shares +5%) and the biggest sale iShares National Muni Bond E (MUB, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- Wilmington, DE
- CIK
- 0001844375
- Portfolio Value
- $290.8M (Q2 2025)
- SEC Filing
- 0001667731-25-000734 ↗ filed Jul 7, 2025
Holdings Value
Holdings 94 stocks · $290.8M
| SCHG Schwab US Large-Cap Growth | 13.16% | 1,310,038 | $38.3M | Add +5.5% |
| SCHV Schwab US Large-Cap Value | 10.50% | 1,103,342 | $30.5M | Add +6.0% |
| IDEV iShares Core MSCI Dev MKTS | 9.70% | 370,984 | $28.2M | Add +5.9% |
| VUG Vanguard Mrngstar GR ETF-Sui | 8.27% | 54,852 | $24.0M | Add +3.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 7.73% | 127,130 | $22.5M | Add +4.7% |
| BND Vanguard Total Bond Market | 6.40% | 252,860 | $18.6M | Add +4.5% |
| IEMG iShares Core MSCI Emerging | 4.65% | 225,127 | $13.5M | Add +4.4% |
| IEFA iShares Core MSCI Eafe ETF | 4.18% | 145,592 | $12.2M | Add +0.1% |
| MUB iShares National Muni Bond E | 3.79% | 105,581 | $11.0M | Reduce -3.3% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 3.64% | 38,217 | $10.6M | Add +6.3% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 3.50% | 52,221 | $10.2M | Add +6.3% |
| VEA Vanguard Ftse Developed ETF | 2.39% | 122,104 | $7.0M | Add +1.8% |
| HYD Vaneck High Yield Muni ETF | 1.77% | 102,731 | $5.2M | Reduce -2.8% |
| BNDX Vanguard Total Intl Bond ETF | 1.54% | 90,649 | $4.5M | Add +3.8% |
| AAPL Apple Inc. | 0.89% | 12,680 | $2.6M | Add +7.8% |
| MSFT Microsoft Corp. | 0.86% | 5,028 | $2.5M | Add +6.8% |
| VOO Vanguard S&P 500 ETF | 0.86% | 4,384 | $2.5M | Add +9.6% |
| SPHY SS SPDR P High Yield ETF | 0.86% | 104,598 | $2.5M | Add +4.9% |
| VTIP Vanguard Short-Term Tips | 0.77% | 44,555 | $2.2M | Add +1.5% |
| EMLC Vaneck JPM Em Local Curr BND | 0.72% | 82,335 | $2.1M | Reduce -0.6% |
| QQQ Invesco QQQ Trust Series 1 | 0.70% | 3,705 | $2.0M | Add +26.8% |
| VWOB Vanguard Emerg MKTS Gov BND | 0.67% | 29,711 | $1.9M | Add +0.1% |
| DKNG Draftkings Inc. Class A | 0.65% | 44,313 | $1.9M | Add +16.2% |
| AMZN Amazon.com Inc. | 0.49% | 6,485 | $1.4M | Add +0.5% |
| SCHX Schwab US Large-Cap ETF | 0.46% | 54,210 | $1.3M | Reduce -1.0% |
| NVDA Nvidia Corp. | 0.44% | 8,059 | $1.3M | Add +6.0% |
| SCHO Schwab Short-Term US Treas | 0.42% | 50,129 | $1.2M | Reduce -0.1% |
| IWN iShares Russell 2000 Value E | 0.41% | 7,477 | $1.2M | Add +3.2% |
| IWO iShares Russell 2000 Growth | 0.40% | 4,020 | $1.1M | Reduce -0.1% |
| GOOG Alphabet Inc. Class C | 0.39% | 6,467 | $1.1M | Reduce -0.4% |
| TSLA Tesla Inc. | 0.36% | 3,271 | $1.0M | Add +33.4% |
| VWO Vanguard Ftse Emerging Marke | 0.34% | 19,795 | $979K | Add +3.6% |
| COST Costco Wholesale Corp. | 0.33% | 958 | $948K | Add +11.7% |
| CEG Constellation Energy | 0.31% | 2,829 | $913K | Reduce -19.2% |
| META Meta Platforms Inc. Class A | 0.31% | 1,203 | $888K | Reduce -2.5% |
| JPM JPMorgan Chase & Co. | 0.28% | 2,758 | $800K | Add +0.1% |
| MA Mastercard Inc. Class A | 0.27% | 1,419 | $797K | No change |
| V Visa Inc. Class A | 0.27% | 2,206 | $783K | Add +0.1% |
| APH Amphenol Corp. Class A | 0.26% | 7,594 | $750K | Reduce -1.3% |
| USMV iShares MSCI USA Min Vol Fac | 0.24% | 7,535 | $707K | Reduce -0.0% |
| BPOP Popular Inc. | 0.23% | 6,148 | $678K | No change |
| INTU Intuit Inc. | 0.23% | 845 | $666K | Add +6.4% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.23% | 13,507 | $662K | Add +22.0% |
| ISRG Intuitive Surgical Inc. | 0.22% | 1,171 | $636K | Reduce -1.2% |
| GOOGL Alphabet Inc. Class A | 0.21% | 3,467 | $611K | Add +0.9% |
| AVGO Broadcom Inc. | 0.17% | 1,760 | $485K | Add +5.7% |
| XOM Exxon Mobil Corp. | 0.16% | 4,407 | $475K | Reduce -1.2% |
| CRM Salesforce Inc. | 0.15% | 1,633 | $445K | Reduce -1.7% |
| AMD Advanced Micro Devices | 0.15% | 3,047 | $432K | Reduce -3.3% |
| ZTS Zoetis Inc. | 0.13% | 2,476 | $386K | No change |
| IVW iShares S&P 500 Growth ETF | 0.12% | 3,218 | $354K | No change |
| DXCM Dexcom Inc. | 0.12% | 4,048 | $353K | Add +0.6% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.12% | 8,709 | $353K | Reduce -2.8% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.12% | 7,418 | $351K | Reduce -11.8% |
| EXC Exelon Corp. | 0.12% | 7,872 | $342K | Reduce -6.0% |
| PM Philip Morris International | 0.12% | 1,868 | $340K | Reduce -2.6% |
| TSM Taiwan Semiconductor-SP ADR | 0.11% | 1,474 | $334K | Add +1.1% |
| AXP American Express Co. | 0.11% | 1,044 | $333K | Add +38.6% |
| DHR Danaher Corp. | 0.11% | 1,628 | $322K | Add +1.7% |
| T AT&T Inc. | 0.10% | 10,541 | $305K | Add +4.0% |
| ADBE Adobe Inc. | 0.10% | 781 | $302K | Reduce -5.0% |
| AMP Ameriprise Financial Inc. | 0.10% | 553 | $295K | Reduce -5.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.10% | 948 | $279K | Reduce -13.1% |
| BTC Grayscale Bitcoin Mini ETF | 0.09% | 5,765 | $275K | Add +0.1% |
| UBER Uber Technologies Inc. | 0.09% | 2,931 | $273K | Reduce -0.1% |
| GILD Gilead Sciences Inc. | 0.09% | 2,451 | $272K | Reduce -2.0% |
| ADI Analog Devices Inc. | 0.09% | 1,126 | $268K | Reduce -0.8% |
| WFC Wells Fargo & Co. | 0.09% | 3,328 | $267K | Add +10.3% |
| MPC Marathon Petroleum Corp. | 0.09% | 1,598 | $265K | Reduce -0.3% |
| SLM SLM Corp. | 0.09% | 8,035 | $263K | No change |
| AZN Astrazeneca PLC-Spons ADR | 0.09% | 3,678 | $257K | Reduce -4.0% |
| HYMB SS SPDR N Ice HY Muni ETF | 0.09% | 10,228 | $253K | Add +13.7% |
| IVE iShares S&P 500 Value ETF | 0.09% | 1,295 | $253K | No change |
| SCHA Schwab US Small-Cap ETF | 0.09% | 9,933 | $251K | Reduce -18.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.09% | 512 | $249K | Reduce -1.9% |
| KR Kroger Co. | 0.09% | 3,462 | $248K | Reduce -0.6% |
| LLY Eli Lilly & Co. | 0.08% | 310 | $242K | Reduce -2.5% |
| HD Home Depot Inc. | 0.08% | 643 | $236K | Reduce -4.2% |
| SAP Sap SE-Sponsored ADR | 0.08% | 771 | $234K | Reduce -5.8% |
| SMLR Semler Scientific Inc. | 0.08% | 6,000 | $232K | No change |
| ORCL Oracle Corp. | 0.08% | 1,059 | $232K | New |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.08% | 2,740 | $230K | Reduce -0.2% |
| KBDC Kayne Anderson BDC Inc. | 0.08% | 14,901 | $227K | New |
| CSCO Cisco Systems Inc. | 0.08% | 3,242 | $225K | New |
| PAYX Paychex Inc. | 0.08% | 1,543 | $224K | No change |
| ACWV iShares MSCI Global Min Vol | 0.08% | 1,886 | $224K | No change |
| WMT Walmart Inc. | 0.08% | 2,276 | $223K | New |
| ROP Roper Technologies Inc. | 0.07% | 374 | $212K | No change |
| ET Energy Transfer LP | 0.07% | 11,500 | $208K | No change |
| GE General Electric filed as GE AEROSPACE | 0.07% | 801 | $206K | New |
| MRK Merck & Co. Inc. | 0.07% | 2,592 | $205K | Reduce -3.8% |
| VZ Verizon Communications Inc. | 0.07% | 4,706 | $204K | Reduce -15.8% |
| JNJ Johnson & Johnson | 0.07% | 1,332 | $203K | Reduce -8.4% |
| XERS Xeris Biopharma Holdings Inc. | 0.02% | 14,163 | $66K | No change |
Portfolio Sells Q1 2025 → Q2 2025
| MUB iShares National Muni Bond E | Reduce -3.3% | 3.79% | −0.69 |
| HYD Vaneck High Yield Muni ETF | Reduce -2.8% | 1.77% | −0.33 |
| TMO Thermo Fisher Scientific Inc. | Sold out | 0.00% | −0.08 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.08 |
| EMB iShares JP Morgan Usd Emergi | Sold out | 0.00% | −0.08 |
| SCHO Schwab Short-Term US Treas | Reduce -0.1% | 0.42% | −0.05 |
| EMLC Vaneck JPM Em Local Curr BND | Reduce -0.6% | 0.72% | −0.05 |
| XOM Exxon Mobil Corp. | Reduce -1.2% | 0.16% | −0.04 |
| EXC Exelon Corp. | Reduce -6.0% | 0.12% | −0.03 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -0.0% | 0.24% | −0.03 |
| VZ Verizon Communications Inc. | Reduce -15.8% | 0.07% | −0.03 |
| SCHA Schwab US Small-Cap ETF | Reduce -18.9% | 0.09% | −0.03 |
| JNJ Johnson & Johnson | Reduce -8.4% | 0.07% | −0.02 |
| MRK Merck & Co. Inc. | Reduce -3.8% | 0.07% | −0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.9% | 0.09% | −0.02 |
| AZN Astrazeneca PLC-Spons ADR | Reduce -4.0% | 0.09% | −0.02 |
| CRM Salesforce Inc. | Reduce -1.7% | 0.15% | −0.02 |
| LLY Eli Lilly & Co. | Reduce -2.5% | 0.08% | −0.02 |
| ADBE Adobe Inc. | Reduce -5.0% | 0.10% | −0.02 |
| BAC Bank of America Corp. | Reduce -11.8% | 0.12% | −0.02 |
| GILD Gilead Sciences Inc. | Reduce -2.0% | 0.09% | −0.02 |
| SCHX Schwab US Large-Cap ETF | Reduce -1.0% | 0.46% | −0.01 |
| HD Home Depot Inc. | Reduce -4.2% | 0.08% | −0.01 |
| ISRG Intuitive Surgical Inc. | Reduce -1.2% | 0.22% | −0.01 |
| IBM Intl Business Machines Corp. | Reduce -13.1% | 0.10% | −0.01 |
| AMP Ameriprise Financial Inc. | Reduce -5.3% | 0.10% | −0.01 |
| KR Kroger Co. | Reduce -0.6% | 0.09% | −0.01 |
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -2.8% | 0.12% | −0.01 |
| SAP Sap SE-Sponsored ADR | Reduce -5.8% | 0.08% | −0.00 |
| IWO iShares Russell 2000 Growth | Reduce -0.1% | 0.40% | −0.00 |
| EFAV iShares MSCI Eafe Min Vol Fa | Reduce -0.2% | 0.08% | −0.00 |
| PM Philip Morris International | Reduce -2.6% | 0.12% | −0.00 |
| GOOG Alphabet Inc. Class C | Reduce -0.4% | 0.39% | 0.00 |
| MPC Marathon Petroleum Corp. | Reduce -0.3% | 0.09% | +0.00 |
| ADI Analog Devices Inc. | Reduce -0.8% | 0.09% | +0.00 |
| UBER Uber Technologies Inc. | Reduce -0.1% | 0.09% | +0.01 |
| AMD Advanced Micro Devices | Reduce -3.3% | 0.15% | +0.02 |
| META Meta Platforms Inc. Class A | Reduce -2.5% | 0.31% | +0.03 |
| CEG Constellation Energy | Reduce -19.2% | 0.31% | +0.04 |
| APH Amphenol Corp. Class A | Reduce -1.3% | 0.26% | +0.06 |
Portfolio Buys Q1 2025 → Q2 2025
| SCHG Schwab US Large-Cap Growth | Add +5.5% | 13.16% | +1.06 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +3.0% | 8.27% | +0.59 |
| IDEV iShares Core MSCI Dev MKTS | Add +5.9% | 9.70% | +0.31 |
| MSFT Microsoft Corp. | Add +6.8% | 0.86% | +0.17 |
| QQQ Invesco QQQ Trust Series 1 | Add +26.8% | 0.70% | +0.17 |
| DKNG Draftkings Inc. Class A | Add +16.2% | 0.65% | +0.16 |
| IEMG iShares Core MSCI Emerging | Add +4.4% | 4.65% | +0.12 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +6.3% | 3.64% | +0.12 |
| NVDA Nvidia Corp. | Add +6.0% | 0.44% | +0.12 |
| TSLA Tesla Inc. | Add +33.4% | 0.36% | +0.11 |
| ORCL Oracle Corp. | New | 0.08% | +0.08 |
| KBDC Kayne Anderson BDC Inc. | New | 0.08% | +0.08 |
| CSCO Cisco Systems Inc. | New | 0.08% | +0.08 |
| WMT Walmart Inc. | New | 0.08% | +0.08 |
| GE General Electric | New | 0.07% | +0.07 |
| AVGO Broadcom Inc. | Add +5.7% | 0.17% | +0.06 |
| VOO Vanguard S&P 500 ETF | Add +9.6% | 0.86% | +0.06 |
| INTU Intuit Inc. | Add +6.4% | 0.23% | +0.04 |
| AXP American Express Co. | Add +38.6% | 0.11% | +0.04 |
| VEA Vanguard Ftse Developed ETF | Add +1.8% | 2.39% | +0.02 |
| TSM Taiwan Semiconductor-SP ADR | Add +1.1% | 0.11% | +0.02 |
| DXCM Dexcom Inc. | Add +0.6% | 0.12% | +0.01 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +22.0% | 0.23% | +0.01 |
| BTC Grayscale Bitcoin Mini ETF | Add +0.1% | 0.09% | +0.01 |
| JPM JPMorgan Chase & Co. | Add +0.1% | 0.28% | +0.01 |
| AMZN Amazon.com Inc. | Add +0.5% | 0.49% | +0.01 |
| COST Costco Wholesale Corp. | Add +11.7% | 0.33% | +0.01 |
| WFC Wells Fargo & Co. | Add +10.3% | 0.09% | +0.01 |
| GOOGL Alphabet Inc. Class A | Add +0.9% | 0.21% | +0.00 |
| VWO Vanguard Ftse Emerging Marke | Add +3.6% | 0.34% | +0.00 |
| HYMB SS SPDR N Ice HY Muni ETF | Add +13.7% | 0.09% | −0.00 |
| T AT&T Inc. | Add +4.0% | 0.10% | −0.01 |
| DHR Danaher Corp. | Add +1.7% | 0.11% | −0.02 |
| IWN iShares Russell 2000 Value E | Add +3.2% | 0.41% | −0.02 |
| V Visa Inc. Class A | Add +0.1% | 0.27% | −0.03 |
| SPHY SS SPDR P High Yield ETF | Add +4.9% | 0.86% | −0.05 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +6.3% | 3.50% | −0.06 |
| VWOB Vanguard Emerg MKTS Gov BND | Add +0.1% | 0.67% | −0.07 |
| VTIP Vanguard Short-Term Tips | Add +1.5% | 0.77% | −0.08 |
| IEFA iShares Core MSCI Eafe ETF | Add +0.1% | 4.18% | −0.10 |
| BNDX Vanguard Total Intl Bond ETF | Add +3.8% | 1.54% | −0.11 |
| AAPL Apple Inc. | Add +7.8% | 0.89% | −0.12 |
| SCHV Schwab US Large-Cap Value | Add +6.0% | 10.50% | −0.27 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +4.7% | 7.73% | −0.44 |
| BND Vanguard Total Bond Market | Add +4.5% | 6.40% | −0.51 |
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 |