Filed: 10/15/2025ACC: 0002085853-25-000089
📋 What this filing means
VEERY CAPITAL, LLC filed this quarterly 13F‑HR report disclosing 94 equity positions with a total reported market value of $316.76M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
94
Positions
$316.76M
Total AUM (reported)
4.96M
Total Shares
Allocation by class
US LCAP GR ETF$42.54M13.4%
US LCAP VA ETF$33.00M10.4%
CORE MSCI INTL$31.11M9.8%
GROWTH ETF$26.90M8.5%
VALUE ETF$24.67M7.8%
COM$23.13M7.3%
TOTAL BND MRKT$19.96M6.3%
Portfolio Concentration
Top 3$106.65M33.7%
4–10$122.92M38.8%
11–25$53.35M16.8%
Rest$33.84M10.7%
Top 3 weight
33.7%
Top 10 weight
72.5%
Voting Authority Distribution
Total shares with voting rights: 4.96M
Sole
Full voting authority
4.96M
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
SOLEShares1.33M
TypeSH
Market value$42.54M
13.43%
Sole
1.33M
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares1.13M
TypeSH
Market value$33.00M
10.42%
Sole
1.13M
Shared
0.00
None
0.00
ISHARES TR
SOLEShares388.08K
TypeSH
Market value$31.11M
9.82%
Sole
388.08K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares56.08K
TypeSH
Market value$26.90M
8.49%
Sole
56.08K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares132.27K
TypeSH
Market value$24.67M
7.79%
Sole
132.27K
Shared
0.00
None
0.00
VANGUARD BD INDEX FDS
SOLEShares268.43K
TypeSH
Market value$19.96M
6.30%
Sole
268.43K
Shared
0.00
None
0.00
ISHARES INC
SOLEShares232.97K
TypeSH
Market value$15.36M
4.85%
Sole
232.97K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares145.17K
TypeSH
Market value$12.67M
4.00%
Sole
145.17K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares39.51K
TypeSH
Market value$11.76M
3.71%
Sole
39.51K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares108.98K
TypeSH
Market value$11.61M
3.66%
Sole
108.98K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares53.91K
TypeSH
Market value$11.25M
3.55%
Sole
53.91K
Shared
0.00
None
0.00
VANGUARD TAX-MANAGED FDS
SOLEShares120.42K
TypeSH
Market value$7.22M
2.28%
Sole
120.42K
Shared
0.00
None
0.00
VANECK ETF TRUST
SOLEShares105.77K
TypeSH
Market value$5.38M
1.70%
Sole
105.77K
Shared
0.00
None
0.00
VANGUARD CHARLOTTE FDS
SOLEShares96.50K
TypeSH
Market value$4.77M
1.51%
Sole
96.50K
Shared
0.00
None
0.00
APPLE INC
SOLEShares12.73K
TypeSH
Market value$3.24M
1.02%
Sole
12.73K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares4.51K
TypeSH
Market value$2.77M
0.87%
Sole
4.51K
Shared
0.00
None
0.00
SPDR SERIES TRUST
SOLEShares110.57K
TypeSH
Market value$2.65M
0.84%
Sole
110.57K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares5.03K
TypeSH
Market value$2.61M
0.82%
Sole
5.03K
Shared
0.00
None
0.00
VANGUARD MALVERN FDS
SOLEShares48.68K
TypeSH
Market value$2.46M
0.78%
Sole
48.68K
Shared
0.00
None
0.00
INVESCO QQQ TR
SOLEShares3.71K
TypeSH
Market value$2.23M
0.70%
Sole
3.71K
Shared
0.00
None
0.00
VANECK ETF TRUST
SOLEShares83.67K
TypeSH
Market value$2.13M
0.67%
Sole
83.67K
Shared
0.00
None
0.00
VANGUARD WHITEHALL FDS
SOLEShares30.38K
TypeSH
Market value$2.03M
0.64%
Sole
30.38K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares6.43K
TypeSH
Market value$1.57M
0.49%
Sole
6.43K
Shared
0.00
None
0.00
DRAFTKINGS INC NEW
SOLEShares40.95K
TypeSH
Market value$1.53M
0.48%
Sole
40.95K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares8.09K
TypeSH
Market value$1.51M
0.48%
Sole
8.09K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 1.33M | SH | $42.54M 13.43% | 1.33M | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US LCAP VA ETF | 1.13M | SH | $33.00M 10.42% | 1.13M | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI INTL | 388.08K | SH | $31.11M 9.82% | 388.08K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 56.08K | SH | $26.90M 8.49% | 56.08K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | VALUE ETF | 132.27K | SH | $24.67M 7.79% | 132.27K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 268.43K | SH | $19.96M 6.30% | 268.43K | 0.00 | 0.00 |
ISHARES INCSOLE | CORE MSCI EMKT | 232.97K | SH | $15.36M 4.85% | 232.97K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 145.17K | SH | $12.67M 4.00% | 145.17K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SML CP GRW ETF | 39.51K | SH | $11.76M 3.71% | 39.51K | 0.00 | 0.00 |
ISHARES TRSOLE | NATIONAL MUN ETF | 108.98K | SH | $11.61M 3.66% | 108.98K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 53.91K | SH | $11.25M 3.55% | 53.91K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 120.42K | SH | $7.22M 2.28% | 120.42K | 0.00 | 0.00 |
VANECK ETF TRUSTSOLE | HIGH YLD MUNIETF | 105.77K | SH | $5.38M 1.70% | 105.77K | 0.00 | 0.00 |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 96.50K | SH | $4.77M 1.51% | 96.50K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 12.73K | SH | $3.24M 1.02% | 12.73K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 4.51K | SH | $2.77M 0.87% | 4.51K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | PORTFLI HIGH YLD | 110.57K | SH | $2.65M 0.84% | 110.57K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 5.03K | SH | $2.61M 0.82% | 5.03K | 0.00 | 0.00 |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 48.68K | SH | $2.46M 0.78% | 48.68K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 3.71K | SH | $2.23M 0.70% | 3.71K | 0.00 | 0.00 |
VANECK ETF TRUSTSOLE | JP MRGAN EM LOC | 83.67K | SH | $2.13M 0.67% | 83.67K | 0.00 | 0.00 |
VANGUARD WHITEHALL FDSSOLE | EM MK GOV BD ETF | 30.38K | SH | $2.03M 0.64% | 30.38K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 6.43K | SH | $1.57M 0.49% | 6.43K | 0.00 | 0.00 |
DRAFTKINGS INC NEWSOLE | COM CL A | 40.95K | SH | $1.53M 0.48% | 40.95K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 8.09K | SH | $1.51M 0.48% | 8.09K | 0.00 | 0.00 |
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