Veery Capital, LLC

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 27, 2026), Veery Capital, LLC reported 94 stock positions worth $325.8 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, 10.3%) and iShares Core MSCI Dev MKTS (IDEV, 10.0%). Compared with Q3 2025, it opened 5 new positions, sold out of 5, added to 47 and reduced 22. The biggest buy was iShares Core MSCI Dev MKTS (IDEV, shares +1%) and the biggest sale Schwab US Large-Cap Growth (SCHG, shares −1%).

Most Recent 13F
Q2 2026
Location
Wilmington, DE
CIK
0001844375
Portfolio Value
$325.8M (Q4 2025)
SEC Filing
0002085853-26-000108 ↗ filed Jan 27, 2026

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 Q3 2025 Q4 2025: $325.8M $325.8M Q4 2025 Q1 2026: $326.1M Q1 2026 Q2 2026: $372.3M Q2 2026

Holdings 94 stocks · $325.8M
SCHG Schwab US Large-Cap Growth 13.19% 1,317,731 $43.0M Reduce -1.1%
SCHV Schwab US Large-Cap Value 10.32% 1,135,273 $33.6M Add +0.1%
IDEV iShares Core MSCI Dev MKTS 9.96% 393,649 $32.5M Add +1.4%
VUG Vanguard Mrngstar GR ETF-Sui 8.48% 56,628 $27.6M Add +1.0%
VTV Vanguard Mrngstr Val ETF-Aui 7.88% 134,419 $25.7M Add +1.6%
BND Vanguard Total Bond Market 6.22% 273,635 $20.3M Add +1.9%
IEMG iShares Core MSCI Emerging 4.84% 234,766 $15.8M Add +0.8%
IEFA iShares Core MSCI Eafe ETF 3.99% 145,241 $13.0M Add +0.1%
MUB iShares National Muni Bond E 3.70% 112,489 $12.0M Add +3.2%
VBK Van Morst SML-Cap Gro-Usd Inc. 3.70% 39,872 $12.0M Add +0.9%
VBR Vngrd Mrngst SL-CP Val ETF-U 3.55% 54,583 $11.6M Add +1.3%
VEA Vanguard Ftse Developed ETF 2.33% 121,635 $7.6M Add +1.0%
HYD Vaneck High Yield Muni ETF 1.65% 105,177 $5.4M Reduce -0.6%
BNDX Vanguard Total Intl Bond ETF 1.46% 98,500 $4.8M Add +2.1%
AAPL Apple Inc. 1.07% 12,784 $3.5M Add +0.4%
VOO Vanguard S&P 500 ETF 0.89% 4,624 $2.9M Add +2.4%
SPHY SS SPDR P High Yield ETF 0.81% 111,903 $2.6M Add +1.2%
VTIP Vanguard Short-Term Tips 0.77% 50,658 $2.5M Add +4.1%
MSFT Microsoft Corp. 0.72% 4,852 $2.3M Reduce -3.5%
QQQ Invesco QQQ Trust Series 1 0.70% 3,720 $2.3M Add +0.2%
EMLC Vaneck JPM Em Local Curr BND 0.67% 84,620 $2.2M Add +1.1%
VWOB Vanguard Emerg MKTS Gov BND 0.64% 30,972 $2.1M Add +2.0%
GOOG Alphabet Inc. Class C 0.62% 6,414 $2.0M Reduce -0.3%
DKNG Draftkings Inc. Class A 0.53% 49,721 $1.7M Add +21.4%
NVDA Nvidia Corp. 0.48% 8,383 $1.6M Add +3.6%
AMZN Amazon.com Inc. 0.46% 6,492 $1.5M Reduce -1.5%
TSLA Tesla Inc. 0.46% 3,318 $1.5M Add +0.9%
IWN iShares Russell 2000 Value E 0.43% 7,736 $1.4M Add +1.0%
GOOGL Alphabet Inc. Class A 0.42% 4,387 $1.4M Add +5.1%
SCHX Schwab US Large-Cap ETF 0.41% 50,193 $1.4M Reduce -1.1%
IWO iShares Russell 2000 Growth 0.40% 4,051 $1.3M Add +0.8%
SCHO Schwab Short-Term US Treas 0.37% 49,835 $1.2M Reduce -4.6%
APH Amphenol Corp. Class A 0.31% 7,432 $1.0M Reduce -1.5%
CEG Constellation Energy 0.31% 2,838 $1.0M Add +0.2%
VWO Vanguard Ftse Emerging Marke 0.31% 18,568 $998K Add +1.0%
JPM JPMorgan Chase & Co. 0.27% 2,759 $889K No change
COST Costco Wholesale Corp. 0.25% 956 $824K No change
MA Mastercard Inc. Class A 0.25% 1,412 $806K Reduce -0.1%
V Visa Inc. Class A 0.24% 2,203 $773K No change
BPOP Popular Inc. 0.24% 6,204 $773K Add +0.6%
META Meta Platforms Inc. Class A 0.24% 1,166 $769K Reduce -2.3%
VTEB Vanguard Tax-Exempt Bond ETF 0.22% 14,550 $732K Add +1.2%
USMV iShares MSCI USA Min Vol Fac 0.22% 7,534 $709K No change
ISRG Intuitive Surgical Inc. 0.20% 1,168 $662K Reduce -0.3%
AVGO Broadcom Inc. 0.19% 1,779 $616K Add +0.4%
XOM Exxon Mobil Corp. 0.18% 4,867 $586K Add +17.2%
AMD Advanced Micro Devices 0.18% 2,695 $577K Reduce -11.6%
INTU Intuit Inc. 0.17% 848 $562K Add +0.4%
SLM SLM Corp. 0.15% 17,677 $478K No change
TSM Taiwan Semiconductor-SP ADR 0.13% 1,429 $434K Reduce -0.4%
CRM Salesforce Inc. 0.13% 1,586 $420K Reduce -1.7%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.13% 7,429 $409K Add +0.1%
IVW iShares S&P 500 Growth ETF 0.12% 3,214 $396K Add +10.6%
IVE iShares S&P 500 Value ETF 0.12% 1,844 $391K Add +9.1%
SPDW Ste STR SPDR PT DW Eu ETF 0.12% 8,709 $387K No change
AXP American Express Co. 0.12% 1,019 $377K Reduce -0.1%
DHR Danaher Corp. 0.11% 1,611 $369K Reduce -0.8%
SCHA Schwab US Small-Cap ETF 0.11% 12,295 $350K Add +31.6%
AZN Astrazeneca PLC-Spons ADR 0.11% 3,770 $347K Add +1.1%
EXC Exelon Corp. 0.11% 7,872 $343K No change
HYMB SS SPDR N Ice HY Muni ETF 0.11% 13,728 $342K Add +23.8%
LLY Eli Lilly & Co. 0.10% 311 $334K Add +0.3%
WFC Wells Fargo & Co. 0.10% 3,393 $316K Add +2.4%
ADI Analog Devices Inc. 0.09% 1,126 $305K No change
ZTS Zoetis Inc. 0.09% 2,423 $305K Reduce -2.1%
JNJ Johnson & Johnson 0.09% 1,444 $299K Add +9.2%
GILD Gilead Sciences Inc. 0.09% 2,421 $297K Add +1.9%
PM Philip Morris International 0.09% 1,852 $297K Reduce -0.1%
WMT Walmart Inc. 0.09% 2,662 $297K Add +17.6%
MRK Merck & Co. Inc. 0.09% 2,650 $279K Add +2.0%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.08% 931 $276K Reduce -0.6%
ADBE Adobe Inc. 0.08% 782 $274K Add +0.1%
AMP Ameriprise Financial Inc. 0.08% 553 $271K No change
DXCM Dexcom Inc. 0.08% 4,048 $269K No change
BRK.B Berkshire Hathaway Inc. Class B 0.08% 521 $262K Add +3.2%
MPC Marathon Petroleum Corp. 0.08% 1,598 $260K No change
CSCO Cisco Systems Inc. 0.08% 3,287 $253K Add +2.1%
TMO Thermo Fisher Scientific Inc. 0.08% 424 $246K No change
CAT Caterpillar Inc. 0.07% 421 $241K Reduce -5.8%
UBER Uber Technologies Inc. 0.07% 2,932 $240K No change
C Citigroup Inc. 0.07% 2,048 $239K No change
EFAV iShares MSCI Eafe Min Vol Fa 0.07% 2,739 $236K No change
ACWV iShares MSCI Global Min Vol 0.07% 1,983 $235K No change
BTC Grayscale Bitcoin Mini ETF 0.07% 5,767 $223K No change
HD Home Depot Inc. 0.07% 643 $221K No change
GE General Electric filed as GE AEROSPACE 0.07% 700 $216K Reduce -0.6%
KR Kroger Co. 0.07% 3,449 $215K Reduce -0.4%
CVX Chevron Corp. 0.07% 1,409 $215K New
KBDC Kayne Anderson BDC Inc. 0.07% 14,901 $213K No change
AMAT Applied Materials Inc. 0.06% 820 $211K New
GS Goldman Sachs Group Inc. 0.06% 235 $207K New
BCS Barclays PLC-Spons ADR 0.06% 8,026 $204K New
ABBV Abbvie Inc. 0.06% 876 $200K New
ET Energy Transfer LP 0.06% 11,500 $190K No change

Portfolio Sells Q3 2025 → Q4 2025
SCHG Schwab US Large-Cap Growth Reduce -1.1% 13.19% −0.24
MSFT Microsoft Corp. Reduce -3.5% 0.72% −0.10
ORCL Oracle Corp. Sold out 0.00% −0.10
T AT&T Inc. Sold out 0.00% −0.09
SAP Sap SE-Sponsored ADR Sold out 0.00% −0.07
VZ Verizon Communications Inc. Sold out 0.00% −0.06
HYD Vaneck High Yield Muni ETF Reduce -0.6% 1.65% −0.05
META Meta Platforms Inc. Class A Reduce -2.3% 0.24% −0.04
XERS Xeris Biopharma Holdings Inc. Sold out 0.00% −0.04
SCHO Schwab Short-Term US Treas Reduce -4.6% 0.37% −0.03
ZTS Zoetis Inc. Reduce -2.1% 0.09% −0.02
KR Kroger Co. Reduce -0.4% 0.07% −0.01
SCHX Schwab US Large-Cap ETF Reduce -1.1% 0.41% −0.01
MA Mastercard Inc. Class A Reduce -0.1% 0.25% −0.01
PM Philip Morris International Reduce -0.1% 0.09% −0.00
GE General Electric Reduce -0.6% 0.07% −0.00
IBM Intl Business Machines Corp. Reduce -0.6% 0.08% +0.00
AMZN Amazon.com Inc. Reduce -1.5% 0.46% +0.00
CAT Caterpillar Inc. Reduce -5.8% 0.07% +0.01
TSM Taiwan Semiconductor-SP ADR Reduce -0.4% 0.13% +0.01
CRM Salesforce Inc. Reduce -1.7% 0.13% +0.01
AXP American Express Co. Reduce -0.1% 0.12% +0.01
DHR Danaher Corp. Reduce -0.8% 0.11% +0.01
APH Amphenol Corp. Class A Reduce -1.5% 0.31% +0.01
AMD Advanced Micro Devices Reduce -11.6% 0.18% +0.02
ISRG Intuitive Surgical Inc. Reduce -0.3% 0.20% +0.04
GOOG Alphabet Inc. Class C Reduce -0.3% 0.62% +0.12

Portfolio Buys Q3 2025 → Q4 2025
IDEV iShares Core MSCI Dev MKTS Add +1.4% 9.96% +0.14
GOOGL Alphabet Inc. Class A Add +5.1% 0.42% +0.10
VTV Vanguard Mrngstr Val ETF-Aui Add +1.6% 7.88% +0.09
CVX Chevron Corp. New 0.07% +0.07
AMAT Applied Materials Inc. New 0.06% +0.06
GS Goldman Sachs Group Inc. New 0.06% +0.06
BCS Barclays PLC-Spons ADR New 0.06% +0.06
ABBV Abbvie Inc. New 0.06% +0.06
VEA Vanguard Ftse Developed ETF Add +1.0% 2.33% +0.05
AAPL Apple Inc. Add +0.4% 1.07% +0.04
DKNG Draftkings Inc. Class A Add +21.4% 0.53% +0.04
MUB iShares National Muni Bond E Add +3.2% 3.70% +0.03
XOM Exxon Mobil Corp. Add +17.2% 0.18% +0.03
LLY Eli Lilly & Co. Add +0.3% 0.10% +0.03
SCHA Schwab US Small-Cap ETF Add +31.6% 0.11% +0.03
HYMB SS SPDR N Ice HY Muni ETF Add +23.8% 0.11% +0.02
WMT Walmart Inc. Add +17.6% 0.09% +0.02
VOO Vanguard S&P 500 ETF Add +2.4% 0.89% +0.02
MRK Merck & Co. Inc. Add +2.0% 0.09% +0.02
AZN Astrazeneca PLC-Spons ADR Add +1.1% 0.11% +0.02
JNJ Johnson & Johnson Add +9.2% 0.09% +0.01
CEG Constellation Energy Add +0.2% 0.31% +0.01
IVW iShares S&P 500 Growth ETF Add +10.6% 0.12% +0.01
IVE iShares S&P 500 Value ETF Add +9.1% 0.12% +0.01
WFC Wells Fargo & Co. Add +2.4% 0.10% +0.01
CSCO Cisco Systems Inc. Add +2.1% 0.08% +0.01
GILD Gilead Sciences Inc. Add +1.9% 0.09% +0.01
BAC Bank of America Corp. Add +0.1% 0.13% +0.00
AVGO Broadcom Inc. Add +0.4% 0.19% +0.00
NVDA Nvidia Corp. Add +3.6% 0.48% +0.00
IWN iShares Russell 2000 Value E Add +1.0% 0.43% +0.00
BRK.B Berkshire Hathaway Inc. Class B Add +3.2% 0.08% +0.00
VWOB Vanguard Emerg MKTS Gov BND Add +2.0% 0.64% −0.00
QQQ Invesco QQQ Trust Series 1 Add +0.2% 0.70% −0.00
VTEB Vanguard Tax-Exempt Bond ETF Add +1.2% 0.22% −0.00
ADBE Adobe Inc. Add +0.1% 0.08% −0.00
EMLC Vaneck JPM Em Local Curr BND Add +1.1% 0.67% −0.00
TSLA Tesla Inc. Add +0.9% 0.46% −0.00
VBR Vngrd Mrngst SL-CP Val ETF-U Add +1.3% 3.55% −0.00
IWO iShares Russell 2000 Growth Add +0.8% 0.40% −0.00
IEMG iShares Core MSCI Emerging Add +0.8% 4.84% −0.01
VWO Vanguard Ftse Emerging Marke Add +1.0% 0.31% −0.01
VTIP Vanguard Short-Term Tips Add +4.1% 0.77% −0.01
INTU Intuit Inc. Add +0.4% 0.17% −0.01
BPOP Popular Inc. Add +0.6% 0.24% −0.01
VUG Vanguard Mrngstar GR ETF-Sui Add +1.0% 8.48% −0.01
IEFA iShares Core MSCI Eafe ETF Add +0.1% 3.99% −0.01
VBK Van Morst SML-Cap Gro-Usd Inc. Add +0.9% 3.70% −0.02
SPHY SS SPDR P High Yield ETF Add +1.2% 0.81% −0.02
BNDX Vanguard Total Intl Bond ETF Add +2.1% 1.46% −0.05

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