Veery Capital, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 9, 2026), Veery Capital, LLC reported 96 stock positions worth $326.1 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, 10.9%) and iShares Core MSCI Dev MKTS (IDEV, 10.7%). Compared with Q4 2025, it opened 8 new positions, sold out of 6, added to 46 and reduced 29. The biggest buy was iShares Core MSCI Dev MKTS (IDEV, shares +6%) and the biggest sale Vaneck High Yield Muni ETF (HYD, shares −12%).
- Most Recent 13F
- Q2 2026
- Location
- Wilmington, DE
- CIK
- 0001844375
- Portfolio Value
- $326.1M (Q1 2026)
- SEC Filing
- 0002085853-26-000309 ↗ filed Apr 9, 2026
Holdings Value
Holdings 96 stocks · $326.1M
| SCHG Schwab US Large-Cap Growth | 12.07% | 1,350,873 | $39.4M | Add +2.5% |
| SCHV Schwab US Large-Cap Value | 10.93% | 1,168,407 | $35.6M | Add +2.9% |
| IDEV iShares Core MSCI Dev MKTS | 10.74% | 419,077 | $35.0M | Add +6.5% |
| VTV Vanguard Mrngstr Val ETF-Aui | 8.27% | 137,397 | $27.0M | Add +2.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 7.78% | 58,108 | $25.4M | Add +2.6% |
| BND Vanguard Total Bond Market | 6.50% | 287,876 | $21.2M | Add +5.2% |
| IEMG iShares Core MSCI Emerging | 5.43% | 254,015 | $17.7M | Add +8.2% |
| IEFA iShares Core MSCI Eafe ETF | 4.09% | 147,373 | $13.3M | Add +1.5% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 3.81% | 41,097 | $12.4M | Add +3.1% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 3.74% | 56,113 | $12.2M | Add +2.8% |
| MUB iShares National Muni Bond E | 3.52% | 108,068 | $11.5M | Reduce -3.9% |
| VEA Vanguard Ftse Developed ETF | 2.40% | 122,038 | $7.8M | Add +0.3% |
| BNDX Vanguard Total Intl Bond ETF | 1.49% | 100,842 | $4.8M | Add +2.4% |
| HYD Vaneck High Yield Muni ETF | 1.42% | 92,638 | $4.6M | Reduce -11.9% |
| AAPL Apple Inc. | 1.00% | 12,894 | $3.3M | Add +0.9% |
| VOO Vanguard S&P 500 ETF | 0.87% | 4,759 | $2.8M | Add +2.9% |
| VTIP Vanguard Short-Term Tips | 0.82% | 53,553 | $2.7M | Add +5.7% |
| SPHY SS SPDR P High Yield ETF | 0.81% | 112,614 | $2.6M | Add +0.6% |
| QQQ Invesco QQQ Trust Series 1 | 0.66% | 3,726 | $2.2M | Add +0.2% |
| EMLC Vaneck JPM Em Local Curr BND | 0.59% | 76,518 | $1.9M | Reduce -9.6% |
| GOOG Alphabet Inc. Class C | 0.56% | 6,373 | $1.8M | Reduce -0.6% |
| VWOB Vanguard Emerg MKTS Gov BND | 0.56% | 27,567 | $1.8M | Reduce -11.0% |
| MSFT Microsoft Corp. | 0.55% | 4,820 | $1.8M | Reduce -0.7% |
| NVDA Nvidia Corp. | 0.45% | 8,429 | $1.5M | Add +0.6% |
| IWN iShares Russell 2000 Value E | 0.45% | 7,746 | $1.5M | Add +0.1% |
| AMZN Amazon.com Inc. | 0.42% | 6,499 | $1.4M | Add +0.1% |
| SCHX Schwab US Large-Cap ETF | 0.40% | 51,076 | $1.3M | Add +1.8% |
| GOOGL Alphabet Inc. Class A | 0.39% | 4,460 | $1.3M | Add +1.7% |
| IWO iShares Russell 2000 Growth | 0.39% | 4,051 | $1.3M | No change |
| TSLA Tesla Inc. | 0.38% | 3,339 | $1.2M | Add +0.6% |
| SCHO Schwab Short-Term US Treas | 0.38% | 50,798 | $1.2M | Add +1.9% |
| DKNG Draftkings Inc. Class A | 0.34% | 51,641 | $1.1M | Add +3.9% |
| VWO Vanguard Ftse Emerging Marke | 0.31% | 18,655 | $1.0M | Add +0.5% |
| COST Costco Wholesale Corp. | 0.29% | 956 | $953K | No change |
| APH Amphenol Corp. Class A | 0.29% | 7,423 | $938K | Reduce -0.1% |
| BPOP Popular Inc. | 0.26% | 6,204 | $832K | No change |
| JPM JPMorgan Chase & Co. | 0.25% | 2,756 | $811K | Reduce -0.1% |
| XOM Exxon Mobil Corp. | 0.25% | 4,726 | $802K | Reduce -2.9% |
| CEG Constellation Energy | 0.24% | 2,838 | $793K | No change |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.23% | 15,239 | $760K | Add +4.7% |
| USMV iShares MSCI USA Min Vol Fac | 0.22% | 7,830 | $726K | Add +3.9% |
| MA Mastercard Inc. Class A | 0.22% | 1,412 | $706K | No change |
| V Visa Inc. Class A | 0.20% | 2,203 | $666K | No change |
| META Meta Platforms Inc. Class A | 0.20% | 1,139 | $652K | Reduce -2.3% |
| AVGO Broadcom Inc. | 0.18% | 1,873 | $580K | Add +5.3% |
| AMD Advanced Micro Devices | 0.17% | 2,766 | $563K | Add +2.6% |
| TSM Taiwan Semiconductor-SP ADR | 0.17% | 1,605 | $542K | Add +12.3% |
| ISRG Intuitive Surgical Inc. | 0.16% | 1,165 | $537K | Reduce -0.3% |
| IVE iShares S&P 500 Value ETF | 0.13% | 1,976 | $417K | Add +7.2% |
| IVW iShares S&P 500 Growth ETF | 0.12% | 3,602 | $407K | Add +12.1% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.12% | 8,709 | $398K | No change |
| EXC Exelon Corp. | 0.12% | 7,872 | $386K | No change |
| MPC Marathon Petroleum Corp. | 0.12% | 1,574 | $384K | Reduce -1.5% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.11% | 7,434 | $362K | Add +0.1% |
| CAT Caterpillar Inc. | 0.11% | 509 | $361K | Add +20.9% |
| ADI Analog Devices Inc. | 0.11% | 1,127 | $359K | Add +0.1% |
| INTU Intuit Inc. | 0.11% | 829 | $358K | Reduce -2.2% |
| HYMB SS SPDR N Ice HY Muni ETF | 0.11% | 14,083 | $349K | Add +2.6% |
| JNJ Johnson & Johnson | 0.10% | 1,356 | $331K | Reduce -6.1% |
| GILD Gilead Sciences Inc. | 0.10% | 2,369 | $330K | Reduce -2.1% |
| WMT Walmart Inc. | 0.10% | 2,622 | $326K | Reduce -1.5% |
| MRK Merck & Co. Inc. | 0.10% | 2,667 | $321K | Add +0.6% |
| DHR Danaher Corp. | 0.10% | 1,660 | $315K | Add +3.0% |
| CVX Chevron Corp. | 0.10% | 1,517 | $314K | Add +7.7% |
| AXP American Express Co. | 0.09% | 1,014 | $307K | Reduce -0.5% |
| PM Philip Morris International | 0.09% | 1,848 | $306K | Reduce -0.2% |
| LLY Eli Lilly & Co. | 0.09% | 310 | $285K | Reduce -0.3% |
| CRM Salesforce Inc. | 0.09% | 1,495 | $279K | Reduce -5.7% |
| GE General Electric filed as GE AEROSPACE | 0.09% | 981 | $278K | Add +40.1% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.08% | 209 | $276K | New |
| AMAT Applied Materials Inc. | 0.08% | 794 | $271K | Reduce -3.2% |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.08% | 2,941 | $269K | Add +7.4% |
| SCHA Schwab US Small-Cap ETF | 0.08% | 9,222 | $268K | Reduce -25.0% |
| WFC Wells Fargo & Co. | 0.08% | 3,346 | $266K | Reduce -1.4% |
| DXCM Dexcom Inc. | 0.08% | 4,053 | $255K | Add +0.1% |
| CSCO Cisco Systems Inc. | 0.08% | 3,264 | $253K | Reduce -0.7% |
| ZTS Zoetis Inc. | 0.08% | 2,140 | $253K | Reduce -11.7% |
| VLO Valero Energy Corp. | 0.08% | 1,011 | $250K | New |
| KR Kroger Co. | 0.08% | 3,451 | $250K | Add +0.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.08% | 516 | $247K | Reduce -1.0% |
| AMP Ameriprise Financial Inc. | 0.08% | 553 | $246K | No change |
| CMI Cummins Inc. | 0.08% | 455 | $245K | New |
| ACWV iShares MSCI Global Min Vol | 0.07% | 1,983 | $237K | No change |
| T AT&T Inc. | 0.07% | 8,127 | $236K | New |
| C Citigroup Inc. | 0.07% | 2,036 | $231K | Reduce -0.6% |
| SUB iShares Short-Term National | 0.07% | 2,137 | $228K | New |
| VZ Verizon Communications Inc. | 0.07% | 4,511 | $226K | New |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.07% | 926 | $224K | Reduce -0.5% |
| ET Energy Transfer LP | 0.07% | 11,500 | $222K | No change |
| HD Home Depot Inc. | 0.06% | 643 | $211K | No change |
| UBER Uber Technologies Inc. | 0.06% | 2,927 | $211K | Reduce -0.2% |
| TMO Thermo Fisher Scientific Inc. | 0.06% | 425 | $209K | Add +0.2% |
| ADBE Adobe Inc. | 0.06% | 849 | $206K | Add +8.6% |
| KBDC Kayne Anderson BDC Inc. | 0.06% | 14,901 | $204K | No change |
| SHEL Shell PLC-ADR | 0.06% | 2,194 | $204K | New |
| HCA HCA Healthcare Inc. | 0.06% | 427 | $202K | New |
Portfolio Sells Q4 2025 → Q1 2026
| HYD Vaneck High Yield Muni ETF | Reduce -11.9% | 1.42% | −0.23 |
| MUB iShares National Muni Bond E | Reduce -3.9% | 3.52% | −0.18 |
| MSFT Microsoft Corp. | Reduce -0.7% | 0.55% | −0.17 |
| SLM SLM Corp. | Sold out | 0.00% | −0.15 |
| AZN Astrazeneca PLC-Spons ADR | Sold out | 0.00% | −0.11 |
| VWOB Vanguard Emerg MKTS Gov BND | Reduce -11.0% | 0.56% | −0.09 |
| EMLC Vaneck JPM Em Local Curr BND | Reduce -9.6% | 0.59% | −0.08 |
| BTC Grayscale Bitcoin Mini ETF | Sold out | 0.00% | −0.07 |
| GS Goldman Sachs Group Inc. | Sold out | 0.00% | −0.06 |
| BCS Barclays PLC-Spons ADR | Sold out | 0.00% | −0.06 |
| INTU Intuit Inc. | Reduce -2.2% | 0.11% | −0.06 |
| ABBV Abbvie Inc. | Sold out | 0.00% | −0.06 |
| GOOG Alphabet Inc. Class C | Reduce -0.6% | 0.56% | −0.06 |
| CRM Salesforce Inc. | Reduce -5.7% | 0.09% | −0.04 |
| ISRG Intuitive Surgical Inc. | Reduce -0.3% | 0.16% | −0.04 |
| META Meta Platforms Inc. Class A | Reduce -2.3% | 0.20% | −0.04 |
| SCHA Schwab US Small-Cap ETF | Reduce -25.0% | 0.08% | −0.03 |
| JPM JPMorgan Chase & Co. | Reduce -0.1% | 0.25% | −0.02 |
| AXP American Express Co. | Reduce -0.5% | 0.09% | −0.02 |
| APH Amphenol Corp. Class A | Reduce -0.1% | 0.29% | −0.02 |
| ZTS Zoetis Inc. | Reduce -11.7% | 0.08% | −0.02 |
| IBM Intl Business Machines Corp. | Reduce -0.5% | 0.07% | −0.02 |
| WFC Wells Fargo & Co. | Reduce -1.4% | 0.08% | −0.02 |
| LLY Eli Lilly & Co. | Reduce -0.3% | 0.09% | −0.02 |
| UBER Uber Technologies Inc. | Reduce -0.2% | 0.06% | −0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.0% | 0.08% | −0.00 |
| C Citigroup Inc. | Reduce -0.6% | 0.07% | −0.00 |
| CSCO Cisco Systems Inc. | Reduce -0.7% | 0.08% | 0.00 |
| PM Philip Morris International | Reduce -0.2% | 0.09% | +0.00 |
| WMT Walmart Inc. | Reduce -1.5% | 0.10% | +0.01 |
| JNJ Johnson & Johnson | Reduce -6.1% | 0.10% | +0.01 |
| GILD Gilead Sciences Inc. | Reduce -2.1% | 0.10% | +0.01 |
| AMAT Applied Materials Inc. | Reduce -3.2% | 0.08% | +0.02 |
| MPC Marathon Petroleum Corp. | Reduce -1.5% | 0.12% | +0.04 |
| XOM Exxon Mobil Corp. | Reduce -2.9% | 0.25% | +0.07 |
Portfolio Buys Q4 2025 → Q1 2026
| IDEV iShares Core MSCI Dev MKTS | Add +6.5% | 10.74% | +0.78 |
| SCHV Schwab US Large-Cap Value | Add +2.9% | 10.93% | +0.61 |
| IEMG iShares Core MSCI Emerging | Add +8.2% | 5.43% | +0.59 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +2.2% | 8.27% | +0.39 |
| BND Vanguard Total Bond Market | Add +5.2% | 6.50% | +0.28 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +2.8% | 3.74% | +0.19 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +3.1% | 3.81% | +0.11 |
| IEFA iShares Core MSCI Eafe ETF | Add +1.5% | 4.09% | +0.10 |
| ASML ASML Holding NV-NY Reg SHS | New | 0.08% | +0.08 |
| VLO Valero Energy Corp. | New | 0.08% | +0.08 |
| CMI Cummins Inc. | New | 0.08% | +0.08 |
| T AT&T Inc. | New | 0.07% | +0.07 |
| SUB iShares Short-Term National | New | 0.07% | +0.07 |
| VZ Verizon Communications Inc. | New | 0.07% | +0.07 |
| VEA Vanguard Ftse Developed ETF | Add +0.3% | 2.40% | +0.07 |
| SHEL Shell PLC-ADR | New | 0.06% | +0.06 |
| HCA HCA Healthcare Inc. | New | 0.06% | +0.06 |
| VTIP Vanguard Short-Term Tips | Add +5.7% | 0.82% | +0.05 |
| CAT Caterpillar Inc. | Add +20.9% | 0.11% | +0.04 |
| TSM Taiwan Semiconductor-SP ADR | Add +12.3% | 0.17% | +0.03 |
| CVX Chevron Corp. | Add +7.7% | 0.10% | +0.03 |
| BNDX Vanguard Total Intl Bond ETF | Add +2.4% | 1.49% | +0.03 |
| IWN iShares Russell 2000 Value E | Add +0.1% | 0.45% | +0.02 |
| GE General Electric | Add +40.1% | 0.09% | +0.02 |
| ADI Analog Devices Inc. | Add +0.1% | 0.11% | +0.02 |
| MRK Merck & Co. Inc. | Add +0.6% | 0.10% | +0.01 |
| KR Kroger Co. | Add +0.1% | 0.08% | +0.01 |
| EFAV iShares MSCI Eafe Min Vol Fa | Add +7.4% | 0.08% | +0.01 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +4.7% | 0.23% | +0.01 |
| IVE iShares S&P 500 Value ETF | Add +7.2% | 0.13% | +0.01 |
| SCHO Schwab Short-Term US Treas | Add +1.9% | 0.38% | +0.01 |
| USMV iShares MSCI USA Min Vol Fac | Add +3.9% | 0.22% | +0.01 |
| IVW iShares S&P 500 Growth ETF | Add +12.1% | 0.12% | +0.00 |
| VWO Vanguard Ftse Emerging Marke | Add +0.5% | 0.31% | +0.00 |
| HYMB SS SPDR N Ice HY Muni ETF | Add +2.6% | 0.11% | +0.00 |
| DXCM Dexcom Inc. | Add +0.1% | 0.08% | −0.00 |
| AMD Advanced Micro Devices | Add +2.6% | 0.17% | −0.00 |
| SPHY SS SPDR P High Yield ETF | Add +0.6% | 0.81% | −0.01 |
| AVGO Broadcom Inc. | Add +5.3% | 0.18% | −0.01 |
| TMO Thermo Fisher Scientific Inc. | Add +0.2% | 0.06% | −0.01 |
| SCHX Schwab US Large-Cap ETF | Add +1.8% | 0.40% | −0.01 |
| BAC Bank of America Corp. | Add +0.1% | 0.11% | −0.01 |
| DHR Danaher Corp. | Add +3.0% | 0.10% | −0.02 |
| VOO Vanguard S&P 500 ETF | Add +2.9% | 0.87% | −0.02 |
| ADBE Adobe Inc. | Add +8.6% | 0.06% | −0.02 |
| GOOGL Alphabet Inc. Class A | Add +1.7% | 0.39% | −0.03 |
| NVDA Nvidia Corp. | Add +0.6% | 0.45% | −0.03 |
| QQQ Invesco QQQ Trust Series 1 | Add +0.2% | 0.66% | −0.04 |
| AMZN Amazon.com Inc. | Add +0.1% | 0.42% | −0.04 |
| AAPL Apple Inc. | Add +0.9% | 1.00% | −0.06 |
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 |