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CIK: 0001844375
Total reported value
$372.3M
$372.3M
94 檔
42.5%
According to the latest 13F quarterly dataset, Veery Capital, LLC managed an equity portfolio of $372.3M at the end of Q3 2025, spanning 94 distinct U.S. exchange-listed positions.
In Q3 2025, Veery Capital, LLC displayed an active expansion posture, initiating 7 new positions and adding to 30 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHG | Schwab US Large-cap Growth | ETF-Other | 13.43% | +0.49% | +1.75% | |
| 2 | SCHV | Schwab US Large-cap Value | ETF-Other | 10.42% | +0.25% | +2.75% | |
| 3 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 9.82% | -0.37% | +4.61% | |
| 4 | VUG | Vanguard Growth ETF | ETF-Other | 8.49% | +0.25% | +2.24% | |
| 5 | VTV | Vanguard Value ETF | ETF-Other | 7.79% | -0.13% | +4.04% | |
| 6 | BND | Vanguard Total Bond Market | ETF-Other | 6.30% | -0.57% | +6.16% | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 4.85% | +0.29% | +3.48% | |
| 8 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.00% | -0.36% | -0.29% | |
| 9 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 3.71% | +0.27% | +3.38% | |
| 10 | MUB | Ishares National Muni Bond E | ETF-Other | 3.66% | -0.23% | +3.22% | |
| 11 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 3.55% | +0.01% | +3.23% | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.28% | -0.03% | -1.38% | |
| 13 | HYD | Vaneck High Yield Muni ETF | ETF-High Yield | 1.70% | -0.13% | +2.96% | |
| 14 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.51% | -0.13% | +6.45% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 1.02% | — | +0.39% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.87% | +0.03% | +2.99% | |
| 17 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 0.84% | -0.07% | +5.71% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 0.82% | -0.07% | +0.04% | |
| 19 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.78% | -0.07% | +9.25% | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.70% | +0.08% | +0.19% | |
| 21 | EMLC | Vaneck JPM Em Local Curr Bnd | ETF-Other | 0.67% | -0.05% | +1.63% | |
| 22 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 0.64% | -0.04% | +2.24% | |
| 23 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.49% | +0.04% | -0.51% | |
| 24 | DKNG | Draftkings Inc-cl A | Stock-Consumer Disc | 0.48% | +0.01% | -7.59% | |
| 25 | NVDA | Nvidia CORP | Stock-Tech | 0.48% | +0.01% | +0.43% | |
| 26 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.46% | — | +0.52% | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.46% | — | +1.62% | |
| 28 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.43% | +0.01% | +2.39% | |
| 29 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.42% | +0.01% | -6.43% | |
| 30 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.41% | +0.03% | — | |
| 31 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.40% | -0.06% | +4.18% | |
| 32 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.32% | +0.05% | +20.36% | |
| 33 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.31% | — | -7.10% | |
| 34 | APH | Amphenol Corp-cl A | Stock-Tech | 0.29% | +0.06% | -0.62% | |
| 35 | CEG | Constellation Energy | Stock-Utilities | 0.29% | -0.05% | +0.11% | |
| 36 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.28% | -0.05% | -0.21% | |
| 37 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.28% | -0.03% | -0.83% | |
| 38 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.27% | -0.02% | +0.04% | |
| 39 | MA | Mastercard Inc - A | Stock-Financials | 0.25% | -0.03% | -0.35% | |
| 40 | BPOP | Popular Inc | Stock-Financials | 0.25% | +0.01% | +0.29% | |
| 41 | V | Visa Inc-class A Shares | Stock-Financials | 0.24% | — | -0.14% | |
| 42 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.23% | -0.02% | +6.44% | |
| 43 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.23% | +0.01% | -0.01% | |
| 44 | AVGO | Broadcom Inc | Stock-Tech | 0.18% | +0.01% | +0.68% | |
| 45 | INTU | Intuit Inc | Stock-Tech | 0.18% | -0.11% | EXIT | |
| 46 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.17% | -0.04% | — | |
| 47 | AMD | Advanced Micro Devices | Stock-Tech | 0.16% | +0.27% | — | |
| 48 | SLM | Slm CORP | Stock-Financials | 0.15% | +0.06% | NEW | |
| 49 | XOM | Exxon Mobil CORP | Stock-Energy | 0.15% | -0.08% | -5.76% | |
| 50 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.13% | +0.04% | -2.65% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SCHG | Schwab US Large-cap Growth | +1.3% | +1.75% | Add |
| 2 | VUG | Vanguard Growth ETF | +0.8% | +2.24% | Add |
| 3 | IDEV | Ishares Core Msci Dev Mkts | +0.4% | +4.61% | Add |
| 4 | IEMG | Ishares Core Msci Emerging | +0.3% | +3.48% | Add |
| 5 | TSLA | Tesla Inc | +0.2% | +0.52% | Add |
| 6 | VBK | Vanguard Small-cap Grwth ETF | +0.2% | +3.38% | Add |
| 7 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +0.19% | Add |
| 8 | NVDA | Nvidia CORP | +0.2% | +0.43% | Add |
| 9 | MSFT | Microsoft CORP | +0.1% | +0.04% | Add |
| 10 | GOOGL | Alphabet Inc-cl A | +0.1% | +20.36% | Add |
| 11 | GOOG | Alphabet Inc-cl C | +0.1% | -0.51% | Trim |
| 12 | APH | Amphenol Corp-cl A | +0.1% | -0.62% | Trim |
| 13 | VOO | Vanguard S&p 500 ETF | +0.1% | +2.99% | Add |
| 14 | AVGO | Broadcom Inc | +0.1% | +0.68% | Add |
| 15 | SLM | Slm CORP | +0.1% | +120.00% | Add |
| 16 | TSM | Taiwan Semiconductor-sp Adr | 0% | -2.65% | Trim |
| 17 | BPOP | Popular Inc | 0% | +0.29% | Add |
| 18 | AMD | Advanced Micro Devices | 0% | — | Trim |
| 19 | AXP | American Express Co | 0% | -2.30% | Add |
| 20 | CEG | Constellation Energy | 0% | +0.11% | Trim |
| 21 | VTEB | Vanguard Tax-exempt Bond ETF | 0% | +6.44% | Add |
| 22 | IWO | Ishares Russell 2000 Growth | 0% | — | Trim |
| 23 | JPM | Jpmorgan Chase & Co | 0% | +0.04% | Add |
| 24 | AAPL | Apple Inc | — | +0.39% | Add |
| 25 | IWN | Ishares Russell 2000 Value E | — | +2.39% | Add |
| 26 | META | Meta Platforms Inc-class A | — | -0.83% | Trim |
| 27 | VBR | Vanguard Small-cap Value ETF | 0% | +3.23% | Add |
| 28 | DKNG | Draftkings Inc-cl A | 0% | -7.59% | Add |
| 29 | AMZN | Amazon.com Inc | 0% | +1.62% | Add |
| 30 | SPHY | Ss Spdr P High Yield ETF | -0.1% | +5.71% | Add |
| 31 | VTIP | Vanguard Short-term Tips | -0.1% | +9.25% | Add |
| 32 | VEA | Vanguard Ftse Developed ETF | -0.1% | -1.38% | Add |
| 33 | EMLC | Vaneck JPM Em Local Curr Bnd | -0.1% | +1.63% | Add |
| 34 | BNDX | Vanguard Total Intl Bond ETF | -0.2% | +6.45% | Add |
| 35 | IEFA | Ishares Core Msci Eafe ETF | -0.3% | -0.29% | Trim |
| 36 | SCHV | Schwab US Large-cap Value | -0.4% | +2.75% | Add |
| 37 | VTV | Vanguard Value ETF | -0.4% | +4.04% | Add |
| 38 | BND | Vanguard Total Bond Market | -0.6% | +6.16% | Add |
| 39 | ORCL | Oracle CORP | — | NEW | New buy |
| 40 | PAYX | Paychex Inc | — | EXIT | Sold out |
| 41 | WMT | Walmart Inc | — | NEW | New buy |
| 42 | ROP | Roper Technologies Inc | — | EXIT | Sold out |
| 43 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 44 | SMLR | Semler Scientific Inc | — | EXIT | Sold out |
| 45 | CAT | Caterpillar Inc | — | NEW | New buy |
| 46 | GE | General Electric | — | NEW | New buy |
| 47 | C | Citigroup Inc | — | NEW | New buy |
| 48 | UNH | Unitedhealth Group Inc | — | EXIT | Sold out |
| 49 | EMB | Ishares Jp Morgan Usd Emergi | — | EXIT | Sold out |
| 50 | KBDC | Kayne Anderson Bdc Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Veery Capital, LLC reported a total U.S. public equity portfolio value of $372.3M across 94 disclosed positions in Q3 2025.
During Q3 2025, Veery Capital, LLC's top holdings by market value included SCHG (13.4%)、SCHV (10.4%)、IDEV (9.8%). The largest single position, SCHG, represented 13.4% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SCHG, SCHV, IDEV) accounted for 42.5% of total reported equity market value during Q3 2025.
Top New Position Initiated
ORCL
市值: $304.0K
Top Position Liquidated / Trimmed
PAYX
前期市值: $238.1K
In Q3 2025, Veery Capital, LLC made 50 total portfolio adjustments, initiating 7 new buys, adding to 30 positions, trimming 8 holdings, and fully liquidating 5 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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