Veery Capital, LLC

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 15, 2025), Veery Capital, LLC reported 94 stock positions worth $316.8 million. Its top holding was Schwab US Large-Cap Growth (SCHG) at 13.4% of the portfolio, followed by Schwab US Large-Cap Value (SCHV, 10.4%) and iShares Core MSCI Dev MKTS (IDEV, 9.8%). Compared with Q2 2025, it opened 3 new positions, sold out of 3, added to 42 and reduced 30. The biggest buy was Schwab US Large-Cap Growth (SCHG, shares +2%) and the biggest sale iShares Core MSCI Eafe ETF (IEFA, shares −0%).

Most Recent 13F
Q2 2026
Location
Wilmington, DE
CIK
0001844375
Portfolio Value
$316.8M (Q3 2025)
SEC Filing
0002085853-25-000089 ↗ filed Oct 15, 2025

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $244.0M Q1 2024 Q2 2024: $246.9M Q2 2024 Q3 2024: $266.5M Q3 2024 Q4 2024: $261.3M Q4 2024 Q1 2025: $257.1M Q1 2025 Q2 2025: $290.8M Q2 2025 Q3 2025: $316.8M $316.8M Q3 2025 Q4 2025: $325.8M Q4 2025 Q1 2026: $326.1M Q1 2026 Q2 2026: $372.3M Q2 2026

Holdings 94 stocks · $316.8M
SCHG Schwab US Large-Cap Growth 13.43% 1,332,974 $42.5M Add +1.8%
SCHV Schwab US Large-Cap Value 10.42% 1,133,690 $33.0M Add +2.8%
IDEV iShares Core MSCI Dev MKTS 9.82% 388,081 $31.1M Add +4.6%
VUG Vanguard Mrngstar GR ETF-Sui 8.49% 56,080 $26.9M Add +2.2%
VTV Vanguard Mrngstr Val ETF-Aui 7.79% 132,266 $24.7M Add +4.0%
BND Vanguard Total Bond Market 6.30% 268,428 $20.0M Add +6.2%
IEMG iShares Core MSCI Emerging 4.85% 232,971 $15.4M Add +3.5%
IEFA iShares Core MSCI Eafe ETF 4.00% 145,172 $12.7M Reduce -0.3%
VBK Van Morst SML-Cap Gro-Usd Inc. 3.71% 39,510 $11.8M Add +3.4%
MUB iShares National Muni Bond E 3.66% 108,980 $11.6M Add +3.2%
VBR Vngrd Mrngst SL-CP Val ETF-U 3.55% 53,910 $11.3M Add +3.2%
VEA Vanguard Ftse Developed ETF 2.28% 120,420 $7.2M Reduce -1.4%
HYD Vaneck High Yield Muni ETF 1.70% 105,774 $5.4M Add +3.0%
BNDX Vanguard Total Intl Bond ETF 1.51% 96,497 $4.8M Add +6.5%
AAPL Apple Inc. 1.02% 12,730 $3.2M Add +0.4%
VOO Vanguard S&P 500 ETF 0.87% 4,515 $2.8M Add +3.0%
SPHY SS SPDR P High Yield ETF 0.84% 110,567 $2.6M Add +5.7%
MSFT Microsoft Corp. 0.82% 5,030 $2.6M Add +0.0%
VTIP Vanguard Short-Term Tips 0.78% 48,677 $2.5M Add +9.3%
QQQ Invesco QQQ Trust Series 1 0.70% 3,712 $2.2M Add +0.2%
EMLC Vaneck JPM Em Local Curr BND 0.67% 83,674 $2.1M Add +1.6%
VWOB Vanguard Emerg MKTS Gov BND 0.64% 30,377 $2.0M Add +2.2%
GOOG Alphabet Inc. Class C 0.49% 6,434 $1.6M Reduce -0.5%
DKNG Draftkings Inc. Class A 0.48% 40,949 $1.5M Reduce -7.6%
NVDA Nvidia Corp. 0.48% 8,094 $1.5M Add +0.4%
TSLA Tesla Inc. 0.46% 3,288 $1.5M Add +0.5%
AMZN Amazon.com Inc. 0.46% 6,590 $1.4M Add +1.6%
IWN iShares Russell 2000 Value E 0.43% 7,656 $1.4M Add +2.4%
SCHX Schwab US Large-Cap ETF 0.42% 50,726 $1.3M Reduce -6.4%
IWO iShares Russell 2000 Growth 0.41% 4,020 $1.3M No change
SCHO Schwab Short-Term US Treas 0.40% 52,224 $1.3M Add +4.2%
GOOGL Alphabet Inc. Class A 0.32% 4,173 $1.0M Add +20.4%
VWO Vanguard Ftse Emerging Marke 0.31% 18,389 $996K Reduce -7.1%
APH Amphenol Corp. Class A 0.29% 7,547 $934K Reduce -0.6%
CEG Constellation Energy 0.29% 2,832 $932K Add +0.1%
COST Costco Wholesale Corp. 0.28% 956 $885K Reduce -0.2%
META Meta Platforms Inc. Class A 0.28% 1,193 $876K Reduce -0.8%
JPM JPMorgan Chase & Co. 0.27% 2,759 $870K Add +0.0%
MA Mastercard Inc. Class A 0.25% 1,414 $804K Reduce -0.3%
BPOP Popular Inc. 0.25% 6,166 $783K Add +0.3%
V Visa Inc. Class A 0.24% 2,203 $752K Reduce -0.1%
VTEB Vanguard Tax-Exempt Bond ETF 0.23% 14,377 $720K Add +6.4%
USMV iShares MSCI USA Min Vol Fac 0.23% 7,534 $717K Reduce -0.0%
AVGO Broadcom Inc. 0.18% 1,772 $585K Add +0.7%
INTU Intuit Inc. 0.18% 845 $577K No change
ISRG Intuitive Surgical Inc. 0.17% 1,171 $524K No change
AMD Advanced Micro Devices 0.16% 3,047 $493K No change
SLM SLM Corp. 0.15% 17,677 $489K Add +120.0%
XOM Exxon Mobil Corp. 0.15% 4,153 $468K Reduce -5.8%
TSM Taiwan Semiconductor-SP ADR 0.13% 1,435 $401K Reduce -2.6%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.12% 7,424 $383K Add +0.1%
CRM Salesforce Inc. 0.12% 1,614 $383K Reduce -1.2%
SPDW Ste STR SPDR PT DW Eu ETF 0.12% 8,709 $373K No change
ZTS Zoetis Inc. 0.11% 2,476 $362K No change
EXC Exelon Corp. 0.11% 7,872 $354K No change
IVW iShares S&P 500 Growth ETF 0.11% 2,906 $351K Reduce -9.7%
IVE iShares S&P 500 Value ETF 0.11% 1,691 $349K Add +30.6%
AXP American Express Co. 0.11% 1,020 $339K Reduce -2.3%
DHR Danaher Corp. 0.10% 1,624 $322K Reduce -0.3%
MPC Marathon Petroleum Corp. 0.10% 1,598 $308K No change
ORCL Oracle Corp. 0.10% 1,081 $304K Add +2.1%
PM Philip Morris International 0.09% 1,853 $301K Reduce -0.8%
T AT&T Inc. 0.09% 10,557 $298K Add +0.1%
BTC Grayscale Bitcoin Mini ETF 0.09% 5,767 $292K Add +0.0%
UBER Uber Technologies Inc. 0.09% 2,932 $287K Add +0.0%
AZN Astrazeneca PLC-Spons ADR 0.09% 3,731 $286K Add +1.4%
WFC Wells Fargo & Co. 0.09% 3,313 $278K Reduce -0.5%
ADI Analog Devices Inc. 0.09% 1,126 $277K No change
HYMB SS SPDR N Ice HY Muni ETF 0.09% 11,086 $276K Add +8.4%
ADBE Adobe Inc. 0.09% 781 $275K No change
DXCM Dexcom Inc. 0.09% 4,048 $272K No change
AMP Ameriprise Financial Inc. 0.09% 553 $272K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.08% 937 $264K Reduce -1.2%
GILD Gilead Sciences Inc. 0.08% 2,375 $264K Reduce -3.1%
SCHA Schwab US Small-Cap ETF 0.08% 9,346 $261K Reduce -5.9%
HD Home Depot Inc. 0.08% 643 $261K No change
BRK.B Berkshire Hathaway Inc. Class B 0.08% 505 $254K Reduce -1.4%
JNJ Johnson & Johnson 0.08% 1,323 $245K Reduce -0.7%
ACWV iShares MSCI Global Min Vol 0.08% 1,983 $238K Add +5.1%
LLY Eli Lilly & Co. 0.07% 310 $237K No change
KR Kroger Co. 0.07% 3,462 $233K No change
WMT Walmart Inc. 0.07% 2,263 $233K Reduce -0.6%
EFAV iShares MSCI Eafe Min Vol Fa 0.07% 2,739 $232K Reduce -0.0%
CSCO Cisco Systems Inc. 0.07% 3,220 $220K Reduce -0.7%
MRK Merck & Co. Inc. 0.07% 2,598 $218K Add +0.2%
CAT Caterpillar Inc. 0.07% 447 $213K New
GE General Electric filed as GE AEROSPACE 0.07% 704 $212K Reduce -12.1%
C Citigroup Inc. 0.07% 2,048 $208K New
SAP Sap SE-Sponsored ADR 0.07% 771 $206K No change
TMO Thermo Fisher Scientific Inc. 0.06% 424 $206K New
VZ Verizon Communications Inc. 0.06% 4,634 $204K Reduce -1.5%
KBDC Kayne Anderson BDC Inc. 0.06% 14,901 $198K No change
ET Energy Transfer LP 0.06% 11,500 $197K No change
XERS Xeris Biopharma Holdings Inc. 0.04% 14,163 $115K No change

Portfolio Sells Q2 2025 → Q3 2025
IEFA iShares Core MSCI Eafe ETF Reduce -0.3% 4.00% −0.18
DKNG Draftkings Inc. Class A Reduce -7.6% 0.48% −0.17
VEA Vanguard Ftse Developed ETF Reduce -1.4% 2.28% −0.12
SMLR Semler Scientific Inc. Sold out 0.00% −0.08
PAYX Paychex Inc. Sold out 0.00% −0.08
ROP Roper Technologies Inc. Sold out 0.00% −0.07
COST Costco Wholesale Corp. Reduce -0.2% 0.28% −0.05
SCHX Schwab US Large-Cap ETF Reduce -6.4% 0.42% −0.03
CRM Salesforce Inc. Reduce -1.2% 0.12% −0.03
V Visa Inc. Class A Reduce -0.1% 0.24% −0.03
META Meta Platforms Inc. Class A Reduce -0.8% 0.28% −0.03
PM Philip Morris International Reduce -0.8% 0.09% −0.02
VWO Vanguard Ftse Emerging Marke Reduce -7.1% 0.31% −0.02
MA Mastercard Inc. Class A Reduce -0.3% 0.25% −0.02
USMV iShares MSCI USA Min Vol Fac Reduce -0.0% 0.23% −0.02
XOM Exxon Mobil Corp. Reduce -5.8% 0.15% −0.02
IBM Intl Business Machines Corp. Reduce -1.2% 0.08% −0.01
IVW iShares S&P 500 Growth ETF Reduce -9.7% 0.11% −0.01
GILD Gilead Sciences Inc. Reduce -3.1% 0.08% −0.01
DHR Danaher Corp. Reduce -0.3% 0.10% −0.01
CSCO Cisco Systems Inc. Reduce -0.7% 0.07% −0.01
AXP American Express Co. Reduce -2.3% 0.11% −0.01
EFAV iShares MSCI Eafe Min Vol Fa Reduce -0.0% 0.07% −0.01
VZ Verizon Communications Inc. Reduce -1.5% 0.06% −0.01
BRK.B Berkshire Hathaway Inc. Class B Reduce -1.4% 0.08% −0.01
SCHA Schwab US Small-Cap ETF Reduce -5.9% 0.08% −0.00
GE General Electric Reduce -12.1% 0.07% −0.00
WFC Wells Fargo & Co. Reduce -0.5% 0.09% −0.00
WMT Walmart Inc. Reduce -0.6% 0.07% −0.00
JNJ Johnson & Johnson Reduce -0.7% 0.08% +0.01
TSM Taiwan Semiconductor-SP ADR Reduce -2.6% 0.13% +0.01
APH Amphenol Corp. Class A Reduce -0.6% 0.29% +0.04
GOOG Alphabet Inc. Class C Reduce -0.5% 0.49% +0.10

Portfolio Buys Q2 2025 → Q3 2025
SCHG Schwab US Large-Cap Growth Add +1.8% 13.43% +0.27
VUG Vanguard Mrngstar GR ETF-Sui Add +2.2% 8.49% +0.22
IEMG iShares Core MSCI Emerging Add +3.5% 4.85% +0.20
AAPL Apple Inc. Add +0.4% 1.02% +0.13
IDEV iShares Core MSCI Dev MKTS Add +4.6% 9.82% +0.12
GOOGL Alphabet Inc. Class A Add +20.4% 0.32% +0.11
TSLA Tesla Inc. Add +0.5% 0.46% +0.10
VBK Van Morst SML-Cap Gro-Usd Inc. Add +3.4% 3.71% +0.07
CAT Caterpillar Inc. New 0.07% +0.07
C Citigroup Inc. New 0.07% +0.07
TMO Thermo Fisher Scientific Inc. New 0.06% +0.06
SLM SLM Corp. Add +120.0% 0.15% +0.06
VTV Vanguard Mrngstr Val ETF-Aui Add +4.0% 7.79% +0.06
VBR Vngrd Mrngst SL-CP Val ETF-U Add +3.2% 3.55% +0.05
NVDA Nvidia Corp. Add +0.4% 0.48% +0.04
IVE iShares S&P 500 Value ETF Add +30.6% 0.11% +0.02
IWN iShares Russell 2000 Value E Add +2.4% 0.43% +0.02
AVGO Broadcom Inc. Add +0.7% 0.18% +0.02
VOO Vanguard S&P 500 ETF Add +3.0% 0.87% +0.02
ORCL Oracle Corp. Add +2.1% 0.10% +0.02
BPOP Popular Inc. Add +0.3% 0.25% +0.01
VTIP Vanguard Short-Term Tips Add +9.3% 0.78% +0.01
AZN Astrazeneca PLC-Spons ADR Add +1.4% 0.09% +0.00
QQQ Invesco QQQ Trust Series 1 Add +0.2% 0.70% +0.00
BAC Bank of America Corp. Add +0.1% 0.12% +0.00
HYMB SS SPDR N Ice HY Muni ETF Add +8.4% 0.09% +0.00
JPM JPMorgan Chase & Co. Add +0.0% 0.27% −0.00
VTEB Vanguard Tax-Exempt Bond ETF Add +6.4% 0.23% −0.00
MRK Merck & Co. Inc. Add +0.2% 0.07% −0.00
ACWV iShares MSCI Global Min Vol Add +5.1% 0.08% −0.00
BTC Grayscale Bitcoin Mini ETF Add +0.0% 0.09% −0.00
UBER Uber Technologies Inc. Add +0.0% 0.09% −0.00
T AT&T Inc. Add +0.1% 0.09% −0.01
SCHO Schwab Short-Term US Treas Add +4.2% 0.40% −0.02
CEG Constellation Energy Add +0.1% 0.29% −0.02
SPHY SS SPDR P High Yield ETF Add +5.7% 0.84% −0.02
VWOB Vanguard Emerg MKTS Gov BND Add +2.2% 0.64% −0.03
AMZN Amazon.com Inc. Add +1.6% 0.46% −0.03
BNDX Vanguard Total Intl Bond ETF Add +6.5% 1.51% −0.04
MSFT Microsoft Corp. Add +0.0% 0.82% −0.04
EMLC Vaneck JPM Em Local Curr BND Add +1.6% 0.67% −0.04
HYD Vaneck High Yield Muni ETF Add +3.0% 1.70% −0.07
SCHV Schwab US Large-Cap Value Add +2.8% 10.42% −0.08
BND Vanguard Total Bond Market Add +6.2% 6.30% −0.10
MUB iShares National Muni Bond E Add +3.2% 3.66% −0.13

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 100$372.3MSCHG, SCHV, IDEV, VTV, VUG
Q1 2026 96$326.1MSCHG, SCHV, IDEV, VTV, VUG
Q4 2025 94$325.8MSCHG, SCHV, IDEV, VUG, VTV
Q3 2025 94$316.8MSCHG, SCHV, IDEV, VUG, VTV
Q2 2025 94$290.8MSCHG, SCHV, IDEV, VUG, VTV
Q1 2025 92$257.1MSCHG, SCHV, IDEV, VTV, VUG
Q4 2024 91$261.3MSCHG, SCHV, IDEV, VUG, VTV
Q3 2024 94$266.5MSCHG, SCHV, VTV, IDEV, VUG
Q2 2024 96$246.9MSCHX, VEA, VUG, VTV, BND
Q1 2024 96$244.0MSCHX, VEA, VTV, VUG, BND