Veery Capital, LLC

Registered adviser

CIK

1844375

Location

Wilmington, DE

Portfolio Value

Small $352,185,278

Diversification

Moderately concentrated

Filing Date

Global Rank

#4,610 / 8,827 ▲ 161 · as of Jun 2026

Top Industry

Semiconductors 15.7%

Period ended 38 days ago

Filed Oct 7, 2026 · 31d

24 quarters · since Dec 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 298465

Roster of Nov 1, 2026

Regulatory AUM

$971,383,003

Main clients

Pension and profit sharing plans (59% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Nov 2026	$971,383,003	Pension and profit sharing plans (59%)
Apr 2025 to Mar 2026	$801,987,186	Pension and profit sharing plans (59%)
Apr 2024 to Mar 2025	$739,064,765	Pension and profit sharing plans (56%)
May 2023 to Mar 2024	$628,139,399	Pension and profit sharing plans (61%)
Apr 2023	$628,139,399	Pension and profit sharing plans (61%)
Apr 2022 to Mar 2023	$729,411,406	Pension and profit sharing plans (63%)

4 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 88.2% of the book (60%+)

Turnover

Low turnover

2.8% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 20.9 quarters (12+)

Closest benchmark: every 13F filer's combined book, active share 82.4%; sector active share 76.3% against the combined 13F book's sector weights.

Over time 23 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

101 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

26.6%

+1.7 pts

Top 5

81.3%

−0.8 pts

Top 10

87.7%

−0.5 pts

HHI

1,841

Moderately concentrated−27

Portfolio Trend

24 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	88.4%	$311,472,300	36
Technology	4.9%	$17,261,257	22
Financial Services	1.5%	$5,315,770	11
Communication Services	1.4%	$4,769,560	4
Consumer Cyclical	1.1%	$3,808,025	3
Healthcare	1.0%	$3,504,792	10
Energy	0.7%	$2,408,495	6
Consumer Defensive	0.5%	$1,678,276	4
Utilities	0.3%	$1,034,376	2
Industrials	0.3%	$932,427	3

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
SCHV	Schwab U.S. Large-Cap Value ETF	+19,447	1,215,553	$40,490,070
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	+19,174	319,730	$22,429,059
SCHG	Schwab U.S. Large-Cap Growth ETF	+8,619	1,390,802	$49,971,515
APH	Amphenol Corp	+7,266	14,562	$1,227,576
SPHY	State Street(R) SPDR(R) Portfolio High Yield Bond ETF	+6,803	123,883	$2,798,516
BNDX	Vanguard Total International Bond ETF	+6,691	111,551	$5,228,395
IDEV	iShares Core MSCI International Developed Markets ETF	+6,395	440,132	$39,383,011
VTIP	VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND	+5,792	61,020	$3,003,404
IEMG	iShares Trust	+5,055	262,212	$0
VUG	VANGUARD GROWTH INDEX FUND	+3,812	350,820	$31,612,390
VEA	Vanguard FTSE Developed Markets ETF	+2,339	126,007	$8,897,354
VWOB	VANGUARD EMERGING MARKETS GOVERNMENT BOND INDEX FUND	+1,862	30,493	$1,925,023
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	+1,285	20,347	$1,206,780
SCHX	Schwab U.S. Large-Cap ETF	+1,265	52,824	$1,584,720
VBR	VANGUARD SMALL-CAP VALUE INDEX FUND	+1,195	58,722	$13,566,543
EMLC	VanEck J.P. Morgan EM Local Currency Bond ETF	+1,115	80,373	$1,995,661
VTV	VANGUARD VALUE INDEX FUND	+957	139,973	$30,245,365
SUB	iShares Short-Term National Muni Bond ETF	+550	5,769	$603,091
VBK	VANGUARD SMALL-CAP GROWTH INDEX FUND	+492	42,054	$14,207,102
IEFA	iShares Core MSCI EAFE ETF	+463	144,213	$13,971,355
CRM	Salesforce, Inc.	+196	1,706	$391,646
GOOGL	Alphabet Inc.	+87	4,697	$1,616,143
USMV	iShares MSCI USA Min Vol Factor ETF	+84	9,091	$885,827
IVE	iShares S&P 500 Value ETF	+81	2,209	$504,270
DKNG	DraftKings Inc.	+80	51,721	$982,699
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
MUB	iShares National Muni Bond ETF	−6,978	106,827	$10,800,209
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	−4,294	11,055	$523,564
HYD	VanEck High Yield Muni ETF	−4,075	89,061	$4,277,599
HYMB	State Street(R) SPDR Nuveen ICE High Yield Municipal Bond ETF	−2,218	12,392	$290,840
MSFT	Microsoft Corp	−400	4,406	$2,259,837
AAPL	Apple Inc.	−373	12,513	$4,167,079
—		−329	7,373	$0
BAC	Bank Of America Corp	−225	6,620	$360,326
IWO	iShares Russell 2000 Growth ETF	−169	3,843	$1,371,566
CSCO	Cisco Systems, Inc.	−133	3,102	$333,868
VLO	Valero Energy Corp	−90	912	$353,500
GOOG	Alphabet Inc.	−82	6,248	$2,128,943
AVGO	Broadcom Inc.	−74	1,826	$641,272
XOM	ExxonMobil Holdings Corp	−69	4,543	$739,373
JNJ	Johnson & Johnson	−67	1,624	$429,937
MPC	Marathon Petroleum Corp	−66	1,500	$593,130
PM	Philip Morris International Inc.	−51	1,834	$349,963
TSLA	Tesla, Inc.	−45	3,308	$1,173,711
SPDW	State Street(R) SPDR(R) Portfolio Developed World ex-US ETF	−41	8,668	$435,220
DELL	Dell Technologies Inc.	−41	630	$338,908
C	Citigroup Inc	−36	2,014	$260,772
AMAT	Applied Materials Inc	−29	747	$382,000
AMD	Advanced Micro Devices Inc	−27	2,766	$1,692,128
CVX	Chevron Corp	−25	1,423	$290,590
WMT	Walmart Inc.	−19	2,575	$267,594
No positions match the current search.

New Positions

Positions the filer opened this quarter

9 positions

Ticker	Company	Shares	Value
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	5,529	$694,829
ADBE	Adobe Inc.	994	$238,500
HPE	Hewlett Packard Enterprise Co	3,555	$227,128
INTU	Intuit Inc.	812	$223,876
QCOM	Qualcomm Inc	1,123	$206,676
SHEL	Shell plc	2,152	$204,547
VZ	Verizon Communications Inc	4,438	$203,571
SAP	Sap SE	972	$202,642
KR	Kroger Co	3,435	$201,359
No positions match the current search.

Sold Out

Positions the filer fully exited

8 positions

Ticker	Company	Shares	Value
CMI	Cummins Inc	444	$316,665
SNDK	Sandisk Corp	116	$263,752
HD	Home Depot, Inc.	643	$226,773
GS	Goldman Sachs Group Inc	221	$223,512
PNC	Pnc Financial Services Group, Inc.	887	$218,397
SLM	SLM Corp	8,035	$208,427
BE	Bloom Energy Corp	666	$201,598
STT	State Street Corp	1,185	$200,976
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

101 tracked positions · $352,185,278 total · filing declares 101 positions · $375,282,966 · as of Sep 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 101 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SCHG	Schwab U.S. Large-Cap Growth ETF	Added	1,390,802	+8,619	$49,971,515	+6.8%	14.19%
SCHV	Schwab U.S. Large-Cap Value ETF	Added	1,215,553	+19,447	$40,490,070	−2.8%	11.50%
IDEV	iShares Core MSCI International Developed Markets ETF	Added	440,132	+6,395	$39,383,011	+2.0%	11.18%
VUG	VANGUARD GROWTH INDEX FUND	Added	350,820	+3,812	$31,612,390	+5.8%	8.98%
VTV	VANGUARD VALUE INDEX FUND	Added	139,973	+957	$30,245,365	−0.2%	8.59%
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	Added	319,730	+19,174	$22,429,059	+1.7%	6.37%
VBK	VANGUARD SMALL-CAP GROWTH INDEX FUND	Added	42,054	+492	$14,207,102	−6.5%	4.03%
IEFA	iShares Core MSCI EAFE ETF	Added	144,213	+463	$13,971,355	+0.6%	3.97%
VBR	VANGUARD SMALL-CAP VALUE INDEX FUND	Added	58,722	+1,195	$13,566,543	−2.9%	3.85%
MUB	iShares National Muni Bond ETF	Reduced	106,827	-6,978	$10,800,209	−11.8%	3.07%
VEA	Vanguard FTSE Developed Markets ETF	Added	126,007	+2,339	$8,897,354	+1.0%	2.53%
BNDX	Vanguard Total International Bond ETF	Added	111,551	+6,691	$5,228,395	+3.0%	1.48%
HYD	VanEck High Yield Muni ETF	Reduced	89,061	-4,075	$4,277,599	−10.8%	1.21%
AAPL	Apple Inc. Technology	Reduced	12,513	-373	$4,167,079	+11.8%	1.18%
VOO	VANGUARD 500 INDEX FUND	Added	4,947	+69	$3,467,154	+3.5%	0.98%
VTIP	VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND	Added	61,020	+5,792	$3,003,404	+8.3%	0.85%
SPHY	State Street(R) SPDR(R) Portfolio High Yield Bond ETF	Added	123,883	+6,803	$2,798,516	+2.0%	0.79%
QQQ	Invesco Qqq Trust, Series 1	Added	3,728	+2	$2,757,862	+0.5%	0.78%
MSFT	Microsoft Corp Technology	Reduced	4,406	-400	$2,259,837	+26.1%	0.64%
GOOG	Alphabet Inc. Communication Services	Reduced	6,248	-82	$2,128,943	−4.8%	0.60%
EMLC	VanEck J.P. Morgan EM Local Currency Bond ETF	Added	80,373	+1,115	$1,995,661	−1.5%	0.57%
NVDA	Nvidia Corp Technology	Added	8,496	+27	$1,940,316	+14.5%	0.55%
VWOB	VANGUARD EMERGING MARKETS GOVERNMENT BOND INDEX FUND	Added	30,493	+1,862	$1,925,023	−0.0%	0.55%
AMD	Advanced Micro Devices Inc Technology	Reduced	2,766	-27	$1,692,128	+4.3%	0.48%
AMZN	Amazon Com Inc Consumer Cyclical	Added	6,629	+35	$1,651,615	+5.1%	0.47%
GOOGL	Alphabet Inc. Communication Services	Added	4,697	+87	$1,616,143	−1.9%	0.46%
SCHX	Schwab U.S. Large-Cap ETF	Added	52,824	+1,265	$1,584,720	+4.4%	0.45%
IWO	iShares Russell 2000 Growth ETF	Reduced	3,843	-169	$1,371,566	−13.2%	0.39%
APH	Amphenol Corp Technology	Added	14,562	+7,266	$1,227,576	−4.6%	0.35%
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	Added	20,347	+1,285	$1,206,780	+6.1%	0.34%
SCHO	Schwab Short-Term U.S. Treasury ETF	Added	50,094	+35	$1,195,242	−1.1%	0.34%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	3,308	-45	$1,173,711	−16.8%	0.33%
DKNG	DraftKings Inc. Consumer Cyclical	Added	51,721	+80	$982,699	−24.7%	0.28%
BPOP	Popular, Inc. Financial Services	Added	6,235	+28	$969,230	−4.9%	0.28%
USMV	iShares MSCI USA Min Vol Factor ETF	Added	9,091	+84	$885,827	+2.0%	0.25%
JPM	Jpmorgan Chase & Co Financial Services	Added	2,671	+1	$883,646	+1.1%	0.25%
COST	Costco Wholesale Corp Consumer Defensive	Held	944	0	$859,360	−2.7%	0.24%
META	Meta Platforms, Inc. Communication Services	Reduced	1,132	-7	$820,903	+27.9%	0.23%
V	Visa Inc. Financial Services	Held	2,203	0	$791,603	+4.7%	0.22%
MA	Mastercard Inc Financial Services	Reduced	1,411	-2	$778,124	+7.2%	0.22%
XOM	ExxonMobil Holdings Corp Energy	Reduced	4,543	-69	$739,373	+17.3%	0.21%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	1,613	-5	$735,834	−4.8%	0.21%
CEG	Constellation Energy Corp Utilities	Held	2,821	0	$716,590	+2.3%	0.20%
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	NEW	5,529	NEW	$694,829	NEW	0.20%
AVGO	Broadcom Inc. Technology	Reduced	1,826	-74	$641,272	−10.7%	0.18%
SUB	iShares Short-Term National Muni Bond ETF	Added	5,769	+550	$603,091	+8.5%	0.17%
MPC	Marathon Petroleum Corp Energy	Reduced	1,500	-66	$593,130	+48.1%	0.17%
MU	Micron Technology Inc Technology	Reduced	508	-1	$541,075	−7.9%	0.15%
IVW	iShares S&P 500 Growth ETF	Held	3,754	0	$534,044	+3.4%	0.15%
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	Reduced	11,055	-4,294	$523,564	−32.6%	0.15%

Showing the top 50 of 101 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.