Filed: 7/7/2025ACC: 0001667731-25-000734
📋 What this filing means
VEERY CAPITAL, LLC filed this quarterly 13F‑HR report disclosing 94 equity positions with a total reported market value of $290.80M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
94
Positions
$290.80M
Total AUM (reported)
4.83M
Total Shares
Allocation by class
US LCAP GR ETF$38.27M13.2%
US LCAP VA ETF$30.53M10.5%
CORE MSCI INTL$28.21M9.7%
GROWTH ETF$24.05M8.3%
VALUE ETF$22.47M7.7%
COM$21.59M7.4%
TOTAL BND MRKT$18.62M6.4%
Portfolio Concentration
Top 3$97.01M33.4%
4–10$112.42M38.7%
11–25$49.83M17.1%
Rest$31.55M10.8%
Top 3 weight
33.4%
Top 10 weight
72.0%
Voting Authority Distribution
Total shares with voting rights: 4.83M
Sole
Full voting authority
4.83M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole94
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings94
Rows:
SCHWAB STRATEGIC TR
SOLEShares1.31M
TypeSH
Market value$38.27M
13.16%
Sole
1.31M
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares1.10M
TypeSH
Market value$30.53M
10.50%
Sole
1.10M
Shared
0.00
None
0.00
ISHARES TR
SOLEShares370.98K
TypeSH
Market value$28.21M
9.70%
Sole
370.98K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares54.85K
TypeSH
Market value$24.05M
8.27%
Sole
54.85K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares127.13K
TypeSH
Market value$22.47M
7.73%
Sole
127.13K
Shared
0.00
None
0.00
VANGUARD BD INDEX FDS
SOLEShares252.86K
TypeSH
Market value$18.62M
6.40%
Sole
252.86K
Shared
0.00
None
0.00
ISHARES INC
SOLEShares225.13K
TypeSH
Market value$13.51M
4.65%
Sole
225.13K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares145.59K
TypeSH
Market value$12.15M
4.18%
Sole
145.59K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares105.58K
TypeSH
Market value$11.03M
3.79%
Sole
105.58K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares38.22K
TypeSH
Market value$10.58M
3.64%
Sole
38.22K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares52.22K
TypeSH
Market value$10.18M
3.50%
Sole
52.22K
Shared
0.00
None
0.00
VANGUARD TAX-MANAGED FDS
SOLEShares122.10K
TypeSH
Market value$6.96M
2.39%
Sole
122.10K
Shared
0.00
None
0.00
VANECK ETF TRUST
SOLEShares102.73K
TypeSH
Market value$5.16M
1.77%
Sole
102.73K
Shared
0.00
None
0.00
VANGUARD CHARLOTTE FDS
SOLEShares90.65K
TypeSH
Market value$4.49M
1.54%
Sole
90.65K
Shared
0.00
None
0.00
APPLE INC
SOLEShares12.68K
TypeSH
Market value$2.60M
0.89%
Sole
12.68K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares5.03K
TypeSH
Market value$2.50M
0.86%
Sole
5.03K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares4.38K
TypeSH
Market value$2.49M
0.86%
Sole
4.38K
Shared
0.00
None
0.00
SPDR SERIES TRUST
SOLEShares104.60K
TypeSH
Market value$2.49M
0.86%
Sole
104.60K
Shared
0.00
None
0.00
VANGUARD MALVERN FDS
SOLEShares44.55K
TypeSH
Market value$2.24M
0.77%
Sole
44.55K
Shared
0.00
None
0.00
VANECK ETF TRUST
SOLEShares82.33K
TypeSH
Market value$2.09M
0.72%
Sole
82.33K
Shared
0.00
None
0.00
INVESCO QQQ TR
SOLEShares3.71K
TypeSH
Market value$2.04M
0.70%
Sole
3.71K
Shared
0.00
None
0.00
VANGUARD WHITEHALL FDS
SOLEShares29.71K
TypeSH
Market value$1.94M
0.67%
Sole
29.71K
Shared
0.00
None
0.00
DRAFTKINGS INC NEW
SOLEShares44.31K
TypeSH
Market value$1.90M
0.65%
Sole
44.31K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares6.49K
TypeSH
Market value$1.42M
0.49%
Sole
6.49K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares54.21K
TypeSH
Market value$1.32M
0.46%
Sole
54.21K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 1.31M | SH | $38.27M 13.16% | 1.31M | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US LCAP VA ETF | 1.10M | SH | $30.53M 10.50% | 1.10M | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI INTL | 370.98K | SH | $28.21M 9.70% | 370.98K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 54.85K | SH | $24.05M 8.27% | 54.85K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | VALUE ETF | 127.13K | SH | $22.47M 7.73% | 127.13K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 252.86K | SH | $18.62M 6.40% | 252.86K | 0.00 | 0.00 |
ISHARES INCSOLE | CORE MSCI EMKT | 225.13K | SH | $13.51M 4.65% | 225.13K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 145.59K | SH | $12.15M 4.18% | 145.59K | 0.00 | 0.00 |
ISHARES TRSOLE | NATIONAL MUN ETF | 105.58K | SH | $11.03M 3.79% | 105.58K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SML CP GRW ETF | 38.22K | SH | $10.58M 3.64% | 38.22K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 52.22K | SH | $10.18M 3.50% | 52.22K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 122.10K | SH | $6.96M 2.39% | 122.10K | 0.00 | 0.00 |
VANECK ETF TRUSTSOLE | HIGH YLD MUNIETF | 102.73K | SH | $5.16M 1.77% | 102.73K | 0.00 | 0.00 |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 90.65K | SH | $4.49M 1.54% | 90.65K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 12.68K | SH | $2.60M 0.89% | 12.68K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 5.03K | SH | $2.50M 0.86% | 5.03K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 4.38K | SH | $2.49M 0.86% | 4.38K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | PORTFLI HIGH YLD | 104.60K | SH | $2.49M 0.86% | 104.60K | 0.00 | 0.00 |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 44.55K | SH | $2.24M 0.77% | 44.55K | 0.00 | 0.00 |
VANECK ETF TRUSTSOLE | JP MRGAN EM LOC | 82.33K | SH | $2.09M 0.72% | 82.33K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 3.71K | SH | $2.04M 0.70% | 3.71K | 0.00 | 0.00 |
VANGUARD WHITEHALL FDSSOLE | EM MK GOV BD ETF | 29.71K | SH | $1.94M 0.67% | 29.71K | 0.00 | 0.00 |
DRAFTKINGS INC NEWSOLE | COM CL A | 44.31K | SH | $1.90M 0.65% | 44.31K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 6.49K | SH | $1.42M 0.49% | 6.49K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 54.21K | SH | $1.32M 0.46% | 54.21K | 0.00 | 0.00 |
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