Veery Capital, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 27, 2026, for the 2025 Q4 period, Veery Capital, LLC held in its portfolio 93 assets valued at $325,833,633 (i.e. $325.83M).
The most valuable assets in the portfolio included: SCHWAB STRATEGIC TR ($42.98M), SCHWAB STRATEGIC TR ($33.62M), and ISHARES TR ($32.47M).
The chart below shows the top 10 valuable assets, and the table below shows the top 93 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Veery Capital, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 1317731 | 42984399 | US LCAP GR ETF |
| SCHWAB STRATEGIC TR | 1135273 | 33615442 | US LCAP VA ETF |
| ISHARES TR | 393649 | 32468143 | CORE MSCI INTL |
| VANGUARD INDEX FDS | 56628 | 27626523 | GROWTH ETF |
| VANGUARD INDEX FDS | 134419 | 25672722 | VALUE ETF |
| VANGUARD BD INDEX FDS | 273635 | 20268128 | TOTAL BND MRKT |
| ISHARES INC | 234766 | 15780975 | CORE MSCI EMKT |
| ISHARES TR | 145241 | 12993222 | CORE MSCI EAFE |
| ISHARES TR | 112489 | 12048644 | NATIONAL MUN ETF |
| VANGUARD INDEX FDS | 39872 | 12045682 | SML CP GRW ETF |
| VANGUARD INDEX FDS | 54583 | 11560217 | SM CP VAL ETF |
| VANGUARD TAX-MANAGED FDS | 121635 | 7598564 | VAN FTSE DEV MKT |
| VANECK ETF TRUST | 105177 | 5376643 | HIGH YLD MUNIETF |
| VANGUARD CHARLOTTE FDS | 98500 | 4759516 | TOTAL INT BD ETF |
| APPLE INC | 12784 | 3475340 | COM |
| SPDR SERIES TRUST | 125631 | 2991130 | STATE STREET SPD |
| VANGUARD INDEX FDS | 4624 | 2899656 | S&P 500 ETF SHS |
| VANGUARD MALVERN FDS | 50658 | 2505530 | STRM INFPROIDX |
| MICROSOFT CORP | 4852 | 2346506 | COM |
| INVESCO QQQ TR | 3720 | 2285131 | UNIT SER 1 |
| VANECK ETF TRUST | 84620 | 2184894 | JP MRGAN EM LOC |
| VANGUARD WHITEHALL FDS | 30972 | 2088445 | EM MK GOV BD ETF |
| ALPHABET INC | 6414 | 2012708 | CAP STK CL C |
| DRAFTKINGS INC NEW | 49721 | 1713386 | COM CL A |
| NVIDIA CORPORATION | 8383 | 1563446 | COM |
| AMAZON COM INC | 6492 | 1498483 | COM |
| TESLA INC | 3318 | 1492171 | COM |
| ISHARES TR | 7736 | 1401885 | RUS 2000 VAL ETF |
| ALPHABET INC | 4387 | 1373168 | CAP STK CL A |
| SCHWAB STRATEGIC TR | 50193 | 1350691 | US LRG CAP ETF |
| ISHARES TR | 4051 | 1308570 | RUS 2000 GRW ETF |
| SCHWAB STRATEGIC TR | 49835 | 1214471 | SHT TM US TRES |
| AMPHENOL CORP NEW | 7432 | 1004360 | CL A |
| CONSTELLATION ENERGY CORP | 2838 | 1002580 | COM |
| VANGUARD INTL EQUITY INDEX F | 18568 | 998190 | FTSE EMR MKT ETF |
| JPMORGAN CHASE & CO. | 2759 | 889165 | COM |
| COSTCO WHSL CORP NEW | 956 | 824397 | COM |
| MASTERCARD INCORPORATED | 1412 | 806083 | CL A |
| VISA INC | 2203 | 772614 | COM CL A |
| POPULAR INC | 6204 | 772522 | COM NEW |
| META PLATFORMS INC | 1166 | 769467 | CL A |
| VANGUARD MUN BD FDS | 14550 | 731744 | TAX EXEMPT BD |
| ISHARES TR | 7534 | 709401 | MSCI USA MIN VOL |
| INTUITIVE SURGICAL INC | 1168 | 661508 | COM NEW |
| BROADCOM INC | 1779 | 615788 | COM |
| EXXON MOBIL CORP | 4867 | 585695 | COM |
| ADVANCED MICRO DEVICES INC | 2695 | 577161 | COM |
| INTUIT | 848 | 561732 | COM |
| SLM CORP | 17677 | 478340 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 1429 | 434259 | SPONSORED ADS |
| SALESFORCE INC | 1586 | 420153 | COM |
| BANK AMERICA CORP | 7429 | 408573 | COM |
| ISHARES TR | 3214 | 396158 | S&P 500 GRWT ETF |
| ISHARES TR | 1844 | 391057 | S&P 500 VAL ETF |
| SPDR INDEX SHS FDS | 8709 | 386767 | PORTFOLIO DEVLPD |
| AMERICAN EXPRESS CO | 1019 | 376979 | COM |
| DANAHER CORPORATION | 1611 | 368790 | COM |
| SCHWAB STRATEGIC TR | 12295 | 350160 | US SML CAP ETF |
| ASTRAZENECA PLC | 3770 | 346576 | SPONSORED ADR |
| EXELON CORP | 7872 | 343140 | COM |
| ELI LILLY & CO | 311 | 334225 | COM |
| WELLS FARGO CO NEW | 3393 | 316228 | COM |
| ANALOG DEVICES INC | 1126 | 305371 | COM |
| ZOETIS INC | 2423 | 304862 | CL A |
| JOHNSON & JOHNSON | 1444 | 298836 | COM |
| GILEAD SCIENCES INC | 2421 | 297146 | COM |
| PHILIP MORRIS INTL INC | 1852 | 297061 | COM |
| WALMART INC | 2662 | 296573 | COM |
| MERCK & CO INC | 2650 | 278939 | COM |
| INTERNATIONAL BUSINESS MACHS | 931 | 275772 | COM |
| ADOBE INC | 782 | 273692 | COM |
| AMERIPRISE FINL INC | 553 | 271158 | COM |
| DEXCOM INC | 4048 | 268666 | COM |
| BERKSHIRE HATHAWAY INC DEL | 521 | 261881 | CL B NEW |
| MARATHON PETE CORP | 1598 | 259883 | COM |
| CISCO SYS INC | 3287 | 253198 | COM |
| THERMO FISHER SCIENTIFIC INC | 424 | 245687 | COM |
| CATERPILLAR INC | 421 | 241178 | COM |
| UBER TECHNOLOGIES INC | 2932 | 239574 | COM |
| CITIGROUP INC | 2048 | 238981 | COM NEW |
| ISHARES TR | 2739 | 236239 | MSCI EAFE MIN VL |
| ISHARES INC | 1983 | 235481 | MSCI GBL MIN VOL |
| GRAYSCALE BITCOIN MINI TR ET | 5767 | 223356 | SHS NEW |
| HOME DEPOT INC | 643 | 221256 | COM |
| GE AEROSPACE | 700 | 215627 | COM NEW |
| KROGER CO | 3449 | 215494 | COM |
| CHEVRON CORP NEW | 1409 | 214746 | COM |
| KAYNE ANDERSON BDC INC | 14901 | 213382 | COM SHS |
| APPLIED MATLS INC | 820 | 210732 | COM |
| GOLDMAN SACHS GROUP INC | 235 | 206565 | COM |
| BARCLAYS PLC | 8026 | 204262 | ADR |
| ABBVIE INC | 876 | 200157 | COM |
| ENERGY TRANSFER L P | 11500 | 189635 | COM UT LTD PTN |
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