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CIK: 0001844375
Total reported value
$372.3M
$372.3M
96 檔
43.6%
The Q1 2026 SEC filing reveals that Veery Capital, LLC held a total portfolio value of $372.3M, covering 96 public equity positions.
In Q1 2026, Veery Capital, LLC displayed an active expansion posture, initiating 8 new positions and adding to 46 existing holdings, outstripping position reductions.
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 Q1 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHG | Schwab US Large-cap Growth | ETF-Other | 12.07% | +0.49% | +2.52% | |
| 2 | SCHV | Schwab US Large-cap Value | ETF-Other | 10.93% | +0.25% | +2.92% | |
| 3 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 10.74% | -0.37% | +6.46% | |
| 4 | VTV | Vanguard Value ETF | ETF-Other | 8.27% | -0.13% | +2.22% | |
| 5 | VUG | Vanguard Growth ETF | ETF-Other | 7.78% | +0.25% | +2.61% | |
| 6 | BND | Vanguard Total Bond Market | ETF-Other | 6.50% | -0.57% | +5.20% | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 5.43% | +0.29% | +8.20% | |
| 8 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.09% | -0.36% | +1.47% | |
| 9 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 3.81% | +0.27% | +3.07% | |
| 10 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 3.74% | +0.01% | +2.80% | |
| 11 | MUB | Ishares National Muni Bond E | ETF-Other | 3.52% | -0.23% | -3.93% | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.40% | -0.03% | +0.33% | |
| 13 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.49% | -0.13% | +2.38% | |
| 14 | HYD | Vaneck High Yield Muni ETF | ETF-High Yield | 1.42% | -0.13% | -11.92% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 1.00% | — | +0.86% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.87% | +0.03% | +2.92% | |
| 17 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.82% | -0.07% | +5.71% | |
| 18 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 0.81% | -0.07% | +0.64% | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.66% | +0.08% | +0.16% | |
| 20 | EMLC | Vaneck JPM Em Local Curr Bnd | ETF-Other | 0.59% | -0.05% | -9.57% | |
| 21 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.56% | +0.04% | -0.64% | |
| 22 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 0.56% | -0.04% | -10.99% | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 0.55% | -0.07% | -0.66% | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 0.45% | +0.01% | +0.55% | |
| 25 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.45% | +0.01% | +0.13% | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.42% | — | +0.11% | |
| 27 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.40% | +0.01% | +1.76% | |
| 28 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.39% | +0.05% | +1.66% | |
| 29 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.39% | +0.03% | — | |
| 30 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.38% | — | +0.63% | |
| 31 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.38% | -0.06% | +1.93% | |
| 32 | DKNG | Draftkings Inc-cl A | Stock-Consumer Disc | 0.34% | +0.01% | +3.86% | |
| 33 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.31% | — | +0.47% | |
| 34 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.29% | -0.05% | — | |
| 35 | APH | Amphenol Corp-cl A | Stock-Tech | 0.29% | +0.06% | -0.12% | |
| 36 | BPOP | Popular Inc | Stock-Financials | 0.26% | +0.01% | — | |
| 37 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.25% | -0.02% | -0.11% | |
| 38 | XOM | Exxon Mobil CORP | Stock-Energy | 0.25% | -0.08% | -2.90% | |
| 39 | CEG | Constellation Energy | Stock-Utilities | 0.24% | -0.05% | — | |
| 40 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.23% | -0.02% | +4.74% | |
| 41 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.22% | +0.01% | +3.93% | |
| 42 | MA | Mastercard Inc - A | Stock-Financials | 0.22% | -0.03% | — | |
| 43 | V | Visa Inc-class A Shares | Stock-Financials | 0.20% | — | — | |
| 44 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.20% | -0.03% | -2.32% | |
| 45 | AVGO | Broadcom Inc | Stock-Tech | 0.18% | +0.01% | +5.28% | |
| 46 | AMD | Advanced Micro Devices | Stock-Tech | 0.17% | +0.27% | +2.63% | |
| 47 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.17% | +0.04% | +12.32% | |
| 48 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.16% | -0.04% | -0.26% | |
| 49 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.13% | — | +7.16% | |
| 50 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.12% | +0.02% | +12.07% |
According to official SEC Form 13F filings, Veery Capital, LLC reported a total U.S. public equity portfolio value of $372.3M across 96 disclosed positions in Q1 2026.
During Q1 2026, Veery Capital, LLC's top holdings by market value included SCHG (12.1%)、SCHV (10.9%)、IDEV (10.7%). The largest single position, SCHG, represented 12.1% of total portfolio value.
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Top New Position Initiated
ASML
市值: $276.1K
Top Position Liquidated / Trimmed
SLM
前期市值: $478.3K
In Q1 2026, Veery Capital, LLC made 89 total portfolio adjustments, initiating 8 new buys, adding to 46 positions, trimming 29 holdings, and fully liquidating 6 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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