Veery Capital, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$326.1M
Q ending 2026-03-31
Prior quarter
$325.8M
Q ending 2025-12-31
Change
+0.1% QoQ · +26.8% YoY
Positions
96
reported holdings
Largest positions
All 96 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Schwab Strategic Tr | SCHG | Shares | $39.4M | 1.4M |
| Schwab Strategic Tr | SCHV | Shares | $35.6M | 1.2M |
| Ishares Tr | IDEV | Shares | $35.0M | 419K |
| Vanguard Index Fds | VTV | Shares | $27.0M | 137K |
| Vanguard Index Fds | VUG | Shares | $25.4M | 58K |
| Vanguard Bd Index Fds | BND | Shares | $21.2M | 288K |
| Ishares Inc | IEMG | Shares | $17.7M | 254K |
| Ishares Tr | IEFA | Shares | $13.3M | 147K |
| Vanguard Index Fds | VBK | Shares | $12.4M | 41K |
| Vanguard Index Fds | VBR | Shares | $12.2M | 56K |
| Ishares Tr | MUB | Shares | $11.5M | 108K |
| Vanguard Tax-Managed Fds | VEA | Shares | $7.8M | 122K |
| Vanguard Charlotte Fds | BNDX | Shares | $4.8M | 101K |
| Vaneck Etf Trust | HYD | Shares | $4.6M | 93K |
| Apple Inc | AAPL | Shares | $3.3M | 13K |
| Vanguard Index Fds | VOO | Shares | $2.8M | 5K |
| Vanguard Malvern Fds | VTIP | Shares | $2.7M | 54K |
| Spdr Series Trust | SPHY | Shares | $2.6M | 113K |
| Invesco Qqq Tr | QQQ | Shares | $2.2M | 4K |
| Vaneck Etf Trust | EMLC | Shares | $1.9M | 77K |
| Alphabet Inc | GOOG | Shares | $1.8M | 6K |
| Vanguard Whitehall Fds | VWOB | Shares | $1.8M | 28K |
| Microsoft Corp | MSFT | Shares | $1.8M | 5K |
| Nvidia Corporation | NVDA | Shares | $1.5M | 8K |
| Ishares Tr | IWN | Shares | $1.5M | 8K |
| Amazon Com Inc | AMZN | Shares | $1.4M | 6K |
| Schwab Strategic Tr | SCHX | Shares | $1.3M | 51K |
| Alphabet Inc | GOOGL | Shares | $1.3M | 4K |
| Ishares Tr | IWO | Shares | $1.3M | 4K |
| Tesla Inc | TSLA | Shares | $1.2M | 3K |
| Schwab Strategic Tr | SCHO | Shares | $1.2M | 51K |
| Draftkings Inc New | DKNG | Shares | $1.1M | 52K |
| Vanguard Intl Equity Index F | VWO | Shares | $1.0M | 19K |
| Costco Wholesale Corporation | COST | Shares | $953K | 956 |
| Amphenol Corp | APH | Shares | $938K | 7K |
| Popular Inc | BPOP | Shares | $832K | 6K |
| Jpmorgan Chase & Co | JPM | Shares | $811K | 3K |
| Exxon Mobil Corp | XOM | Shares | $802K | 5K |
| Constellation Energy Corp | CEG | Shares | $793K | 3K |
| Vanguard Mun Bd Fds | VTEB | Shares | $760K | 15K |
| Ishares Tr | USMV | Shares | $726K | 8K |
| Mastercard Incorporated | MA | Shares | $706K | 1K |
| Visa Inc | V | Shares | $666K | 2K |
| Meta Platforms Inc | META | Shares | $652K | 1K |
| Broadcom Inc | AVGO | Shares | $580K | 2K |
| Advanced Micro Devices Inc | AMD | Shares | $563K | 3K |
| Taiwan Semiconductor Manufac | TSM | Shares | $542K | 2K |
| Intuitive Surgical Inc | ISRG | Shares | $537K | 1K |
| Ishares Tr | IVE | Shares | $417K | 2K |
| Ishares Tr | IVW | Shares | $407K | 4K |
| Spdr Index Shs Fds | SPDW | Shares | $398K | 9K |
| Exelon Corp | EXC | Shares | $386K | 8K |
| Marathon Pete Corp | MPC | Shares | $384K | 2K |
| Bank America Corp | BAC | Shares | $362K | 7K |
| Caterpillar Inc | CAT | Shares | $361K | 509 |
| Analog Devices Inc | ADI | Shares | $359K | 1K |
| Intuit | INTU | Shares | $358K | 829 |
| Spdr Series Trust | HYMB | Shares | $349K | 14K |
| Johnson & Johnson | JNJ | Shares | $331K | 1K |
| Gilead Sciences Inc | GILD | Shares | $330K | 2K |
| Walmart Inc | WMT | Shares | $326K | 3K |
| Merck & Co Inc | MRK | Shares | $321K | 3K |
| Danaher Corp Del | DHR | Shares | $315K | 2K |
| Chevron Corporation | CVX | Shares | $314K | 2K |
| American Express Co | AXP | Shares | $307K | 1K |
| Philip Morris Intl Inc | PM | Shares | $306K | 2K |
| Eli Lilly & Co | LLY | Shares | $285K | 310 |
| Salesforce Inc | CRM | Shares | $279K | 1K |
| Ge Aerospace | GE | Shares | $278K | 981 |
| Asml Hldg Nv | Shares | $276K | 209 | |
| Applied Matls Inc | AMAT | Shares | $271K | 794 |
| Ishares Tr | EFAV | Shares | $269K | 3K |
| Schwab Strategic Tr | SCHA | Shares | $268K | 9K |
| Wells Fargo & Co | WFC | Shares | $266K | 3K |
| Dexcom Inc | DXCM | Shares | $255K | 4K |
| Cisco Sys Inc | CSCO | Shares | $253K | 3K |
| Zoetis Inc | ZTS | Shares | $253K | 2K |
| Valero Energy Corp | VLO | Shares | $250K | 1K |
| Kroger Co | KR | Shares | $250K | 3K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $247K | 516 |
| Ameriprise Finl Inc | AMP | Shares | $246K | 553 |
| Cummins Inc | CMI | Shares | $245K | 455 |
| Ishares Inc | ACWV | Shares | $237K | 2K |
| At&T Inc | T | Shares | $236K | 8K |
| Citigroup Inc | C | Shares | $231K | 2K |
| Ishares Tr | SUB | Shares | $228K | 2K |
| Verizon Communications Inc | VZ | Shares | $226K | 5K |
| International Business Machs | IBM | Shares | $224K | 926 |
| Energy Transfer L P | ET | Shares | $222K | 12K |
| Home Depot Inc | HD | Shares | $211K | 643 |
| Uber Technologies Inc | UBER | Shares | $211K | 3K |
| Thermo Fisher Scientific Inc | TMO | Shares | $209K | 425 |
| Adobe Inc | ADBE | Shares | $206K | 849 |
| Kayne Anderson Bdc Inc | KBDC | Shares | $204K | 15K |
| Shell Plc | SHEL | Shares | $204K | 2K |
| Hca Healthcare Inc | HCA | Shares | $202K | 427 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.