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CIK: 0001844375
Total reported value
$372.3M
$372.3M
94 檔
43.6%
In Q4 2025, Veery Capital, LLC's U.S. equity holdings reached a combined market value of $372.3M, distributed across 94 disclosed stock positions.
In Q4 2025, Veery Capital, LLC displayed an active expansion posture, initiating 5 new positions and adding to 28 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 | 13.19% | +0.49% | -1.14% | |
| 2 | SCHV | Schwab US Large-cap Value | ETF-Other | 10.32% | +0.25% | +0.14% | |
| 3 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 9.96% | -0.37% | +1.43% | |
| 4 | VUG | Vanguard Growth ETF | ETF-Other | 8.48% | +0.25% | +0.98% | |
| 5 | VTV | Vanguard Value ETF | ETF-Other | 7.88% | -0.13% | +1.63% | |
| 6 | BND | Vanguard Total Bond Market | ETF-Other | 6.22% | -0.57% | +1.94% | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 4.84% | +0.29% | +0.77% | |
| 8 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.99% | -0.36% | +0.05% | |
| 9 | MUB | Ishares National Muni Bond E | ETF-Other | 3.70% | -0.23% | +3.22% | |
| 10 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 3.70% | +0.27% | +0.92% | |
| 11 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 3.55% | +0.01% | +1.25% | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.33% | -0.03% | +1.01% | |
| 13 | HYD | Vaneck High Yield Muni ETF | ETF-High Yield | 1.65% | -0.13% | -0.56% | |
| 14 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.46% | -0.13% | +2.08% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 1.07% | — | +0.42% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.89% | +0.03% | +2.41% | |
| 17 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 0.81% | -0.07% | +1.21% | |
| 18 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.77% | -0.07% | +4.07% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 0.72% | -0.07% | -3.54% | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.70% | +0.08% | +0.22% | |
| 21 | EMLC | Vaneck JPM Em Local Curr Bnd | ETF-Other | 0.67% | -0.05% | +1.13% | |
| 22 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 0.64% | -0.04% | +1.96% | |
| 23 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.62% | +0.04% | -0.31% | |
| 24 | DKNG | Draftkings Inc-cl A | Stock-Consumer Disc | 0.53% | +0.01% | +21.42% | |
| 25 | NVDA | Nvidia CORP | Stock-Tech | 0.48% | +0.01% | +3.57% | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.46% | — | -1.49% | |
| 27 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.46% | — | +0.91% | |
| 28 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.43% | +0.01% | +1.04% | |
| 29 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.42% | +0.05% | +5.13% | |
| 30 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.41% | +0.01% | -1.05% | |
| 31 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.40% | +0.03% | +0.77% | |
| 32 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.37% | -0.06% | -4.57% | |
| 33 | APH | Amphenol Corp-cl A | Stock-Tech | 0.31% | +0.06% | -1.52% | |
| 34 | CEG | Constellation Energy | Stock-Utilities | 0.31% | -0.05% | +0.21% | |
| 35 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.31% | — | +0.97% | |
| 36 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.27% | -0.02% | — | |
| 37 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.25% | -0.05% | — | |
| 38 | MA | Mastercard Inc - A | Stock-Financials | 0.25% | -0.03% | -0.14% | |
| 39 | V | Visa Inc-class A Shares | Stock-Financials | 0.24% | — | — | |
| 40 | BPOP | Popular Inc | Stock-Financials | 0.24% | +0.01% | +0.62% | |
| 41 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.24% | -0.03% | -2.26% | |
| 42 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.22% | -0.02% | +1.20% | |
| 43 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.22% | +0.01% | — | |
| 44 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.20% | -0.04% | -0.26% | |
| 45 | AVGO | Broadcom Inc | Stock-Tech | 0.19% | +0.01% | +0.40% | |
| 46 | XOM | Exxon Mobil CORP | Stock-Energy | 0.18% | -0.08% | +17.19% | |
| 47 | AMD | Advanced Micro Devices | Stock-Tech | 0.18% | +0.27% | -11.55% | |
| 48 | INTU | Intuit Inc | Stock-Tech | 0.17% | -0.11% | EXIT | |
| 49 | SLM | Slm CORP | Stock-Financials | 0.15% | +0.06% | NEW | |
| 50 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.13% | +0.04% | -0.42% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IDEV | Ishares Core Msci Dev Mkts | +0.1% | +1.43% | Add |
| 2 | GOOG | Alphabet Inc-cl C | +0.1% | -0.31% | Trim |
| 3 | GOOGL | Alphabet Inc-cl A | +0.1% | +5.13% | Add |
| 4 | VTV | Vanguard Value ETF | +0.1% | +1.63% | Add |
| 5 | VEA | Vanguard Ftse Developed ETF | +0.1% | +1.01% | Add |
| 6 | AAPL | Apple Inc | +0.1% | +0.42% | Add |
| 7 | DKNG | Draftkings Inc-cl A | +0.1% | +21.42% | Add |
| 8 | MUB | Ishares National Muni Bond E | 0% | +3.22% | Add |
| 9 | ISRG | Intuitive Surgical Inc | 0% | -0.26% | Trim |
| 10 | XOM | Exxon Mobil CORP | 0% | +17.19% | Add |
| 11 | LLY | Eli Lilly & Co | 0% | +0.32% | Add |
| 12 | SCHA | Schwab US Small-cap ETF | 0% | +31.55% | Add |
| 13 | VOO | Vanguard S&p 500 ETF | 0% | +2.41% | Add |
| 14 | AMD | Advanced Micro Devices | 0% | -11.55% | Trim |
| 15 | CEG | Constellation Energy | 0% | +0.21% | Add |
| 16 | APH | Amphenol Corp-cl A | 0% | -1.52% | Trim |
| 17 | HYMB | Ss Spdr N Ice Hy Muni ETF | 0% | +23.83% | Add |
| 18 | WMT | Walmart Inc | 0% | +17.63% | Add |
| 19 | MRK | Merck & Co. Inc. | 0% | +2.00% | Add |
| 20 | AZNN | Astrazeneca Plc-spons Adr | 0% | +1.05% | Add |
| 21 | JNJ | Johnson & Johnson | 0% | +9.15% | Add |
| 22 | VBR | Vanguard Small-cap Value ETF | — | +1.25% | Add |
| 23 | QQQ | Invesco Qqq Trust Series 1 | — | +0.22% | Add |
| 24 | VWOB | Vanguard Emerg Mkts Gov Bnd | — | +1.96% | Add |
| 25 | NVDA | Nvidia CORP | — | +3.57% | Add |
| 26 | AMZN | Amazon.com Inc | — | -1.49% | Trim |
| 27 | EMLC | Vaneck JPM Em Local Curr Bnd | — | +1.13% | Add |
| 28 | VUG | Vanguard Growth ETF | 0% | +0.98% | Add |
| 29 | IEMG | Ishares Core Msci Emerging | 0% | +0.77% | Add |
| 30 | IEFA | Ishares Core Msci Eafe ETF | 0% | +0.05% | Add |
| 31 | VBK | Vanguard Small-cap Grwth ETF | 0% | +0.92% | Add |
| 32 | BTC | Grayscale Bitcoin Mini ETF | 0% | — | Unchanged |
| 33 | ZTS | Zoetis Inc | 0% | -2.14% | Trim |
| 34 | COST | Costco Wholesale CORP | 0% | — | Unchanged |
| 35 | SCHO | Schwab Short-term US Treas | 0% | -4.57% | Trim |
| 36 | META | Meta Platforms Inc-class A | 0% | -2.26% | Trim |
| 37 | BND | Vanguard Total Bond Market | -0.1% | +1.94% | Add |
| 38 | SCHV | Schwab US Large-cap Value | -0.1% | +0.14% | Add |
| 39 | MSFT | Microsoft CORP | -0.1% | -3.54% | Trim |
| 40 | SCHG | Schwab US Large-cap Growth | -0.2% | -1.14% | Trim |
| 41 | ORCL | Oracle CORP | — | EXIT | Sold out |
| 42 | T | At&t Inc | — | EXIT | Sold out |
| 43 | CVX | Chevron CORP | — | NEW | New buy |
| 44 | AMAT | Applied Materials Inc | — | NEW | New buy |
| 45 | GS | Goldman Sachs Group Inc | — | NEW | New buy |
| 46 | SAP | Sap Se-sponsored Adr | — | EXIT | Sold out |
| 47 | BCS | Barclays Plc-spons Adr | — | NEW | New buy |
| 48 | VZ | Verizon Communications Inc | — | EXIT | Sold out |
| 49 | ABBV | Abbvie Inc | — | NEW | New buy |
| 50 | XERS | Xeris Biopharma Holdings Inc | — | EXIT | Sold out |
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 Q4 2025.
During Q4 2025, Veery Capital, LLC's top holdings by market value included SCHG (13.2%)、SCHV (10.3%)、IDEV (10.0%). The largest single position, SCHG, represented 13.2% 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 43.6% of total reported equity market value during Q4 2025.
Top New Position Initiated
CVX
市值: $214.7K
Top Position Liquidated / Trimmed
ORCL
前期市值: $304.0K
In Q4 2025, Veery Capital, LLC made 48 total portfolio adjustments, initiating 5 new buys, adding to 28 positions, trimming 10 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
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