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CIK: 0001844375
Total reported value
$372.3M
$372.3M
92 檔
33.2%
As reported in its official Q1 2025 Form 13F filing, Veery Capital, LLC's tracked investment portfolio stood at $372.3M with 92 total positions.
In Q1 2025, Veery Capital, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including SCHG, SCHV, IDEV) accounted for 33.2% of total reported equity market value during Q1 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHG | Schwab US Large-cap Growth | ETF-Other | 12.10% | +0.49% | -0.62% | |
| 2 | SCHV | Schwab US Large-cap Value | ETF-Other | 10.77% | +0.25% | +0.31% | |
| 3 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 9.39% | -0.37% | +4.42% | |
| 4 | VTV | Vanguard Value ETF | ETF-Other | 8.16% | -0.13% | +3.67% | |
| 5 | VUG | Vanguard Growth ETF | ETF-Other | 7.68% | +0.25% | +3.21% | |
| 6 | BND | Vanguard Total Bond Market | ETF-Other | 6.92% | -0.57% | +0.20% | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 4.53% | +0.29% | +2.29% | |
| 8 | MUB | Ishares National Muni Bond E | ETF-Other | 4.48% | -0.23% | +0.17% | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.28% | -0.36% | -8.14% | |
| 10 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 3.56% | +0.01% | +4.95% | |
| 11 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 3.52% | +0.27% | +4.92% | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.37% | -0.03% | -8.75% | |
| 13 | HYD | Vaneck High Yield Muni ETF | ETF-High Yield | 2.10% | -0.13% | +6.73% | |
| 14 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.66% | -0.13% | +1.58% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 1.02% | — | +9.26% | |
| 16 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 0.91% | -0.07% | +0.73% | |
| 17 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.85% | -0.07% | -0.52% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.80% | +0.03% | -23.12% | |
| 19 | EMLC | Vaneck JPM Em Local Curr Bnd | ETF-Other | 0.77% | -0.05% | -4.63% | |
| 20 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 0.74% | -0.04% | -4.45% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 0.69% | -0.07% | +5.37% | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.53% | +0.08% | +0.03% | |
| 23 | DKNG | Draftkings Inc-cl A | Stock-Consumer Disc | 0.49% | +0.01% | +2.90% | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.48% | — | +0.20% | |
| 25 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.48% | -0.06% | +4.05% | |
| 26 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.47% | +0.01% | -30.25% | |
| 27 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.43% | +0.01% | -2.28% | |
| 28 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.40% | +0.03% | -1.73% | |
| 29 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.39% | +0.04% | +1.74% | |
| 30 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.34% | — | -17.81% | |
| 31 | NVDA | Nvidia CORP | Stock-Tech | 0.32% | +0.01% | -0.42% | |
| 32 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.32% | -0.05% | +7.25% | |
| 33 | MA | Mastercard Inc - A | Stock-Financials | 0.30% | -0.03% | -0.14% | |
| 34 | V | Visa Inc-class A Shares | Stock-Financials | 0.30% | — | -0.41% | |
| 35 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.28% | -0.03% | +0.33% | |
| 36 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.27% | +0.01% | -0.03% | |
| 37 | CEG | Constellation Energy | Stock-Utilities | 0.27% | -0.05% | +4.60% | |
| 38 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.26% | -0.02% | +2.91% | |
| 39 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.25% | — | +0.49% | |
| 40 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.23% | -0.04% | — | |
| 41 | BPOP | Popular Inc | Stock-Financials | 0.22% | +0.01% | — | |
| 42 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.21% | -0.02% | +0.29% | |
| 43 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.21% | +0.05% | +21.62% | |
| 44 | XOM | Exxon Mobil CORP | Stock-Energy | 0.21% | -0.08% | -8.28% | |
| 45 | APH | Amphenol Corp-cl A | Stock-Tech | 0.20% | +0.06% | -0.95% | |
| 46 | INTU | Intuit Inc | Stock-Tech | 0.19% | -0.11% | EXIT | |
| 47 | CRM | Salesforce Inc | Stock-Tech | 0.17% | -0.03% | +12.68% | |
| 48 | ZTS | Zoetis Inc | Stock-Healthcare | 0.16% | -0.08% | EXIT | |
| 49 | EXC | Exelon CORP | Stock-Utilities | 0.15% | -0.02% | +6.35% | |
| 50 | BAC | Bank Of America CORP | Stock-Financials | 0.14% | -0.01% | +14.00% |
According to official SEC Form 13F filings, Veery Capital, LLC reported a total U.S. public equity portfolio value of $372.3M across 92 disclosed positions in Q1 2025.
During Q1 2025, Veery Capital, LLC's top holdings by market value included SCHG (12.1%)、SCHV (10.8%)、IDEV (9.4%). The largest single position, SCHG, represented 12.1% of total portfolio value.
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Top New Position Initiated
SCHG
市值: $31.1M
In Q1 2025, Veery Capital, LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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