Filed: 1/27/2026ACC: 0002085853-26-000108
📋 What this filing means
VEERY CAPITAL, LLC filed this quarterly 13F‑HR report disclosing 94 equity positions with a total reported market value of $325.83M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
94
Positions
$325.83M
Total AUM (reported)
4.97M
Total Shares
Allocation by class
US LCAP GR ETF$42.98M13.2%
US LCAP VA ETF$33.62M10.3%
CORE MSCI INTL$32.47M10.0%
GROWTH ETF$27.63M8.5%
VALUE ETF$25.67M7.9%
COM$23.85M7.3%
TOTAL BND MRKT$20.27M6.2%
Portfolio Concentration
Top 3$109.07M33.5%
4–10$126.44M38.8%
11–25$55.02M16.9%
Rest$35.31M10.8%
Top 3 weight
33.5%
Top 10 weight
72.3%
Voting Authority Distribution
Total shares with voting rights: 4.97M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
4.97M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole94
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings94
Rows:
SCHWAB STRATEGIC TR
SOLEShares1.32M
TypeSH
Market value$42.98M
13.19%
Sole
0.00
Shared
0.00
None
1.32M
SCHWAB STRATEGIC TR
SOLEShares1.14M
TypeSH
Market value$33.62M
10.32%
Sole
0.00
Shared
0.00
None
1.14M
ISHARES TR
SOLEShares393.65K
TypeSH
Market value$32.47M
9.96%
Sole
0.00
Shared
0.00
None
393.65K
VANGUARD INDEX FDS
SOLEShares56.63K
TypeSH
Market value$27.63M
8.48%
Sole
0.00
Shared
0.00
None
56.63K
VANGUARD INDEX FDS
SOLEShares134.42K
TypeSH
Market value$25.67M
7.88%
Sole
0.00
Shared
0.00
None
134.42K
VANGUARD BD INDEX FDS
SOLEShares273.63K
TypeSH
Market value$20.27M
6.22%
Sole
0.00
Shared
0.00
None
273.63K
ISHARES INC
SOLEShares234.77K
TypeSH
Market value$15.78M
4.84%
Sole
0.00
Shared
0.00
None
234.77K
ISHARES TR
SOLEShares145.24K
TypeSH
Market value$12.99M
3.99%
Sole
0.00
Shared
0.00
None
145.24K
ISHARES TR
SOLEShares112.49K
TypeSH
Market value$12.05M
3.70%
Sole
0.00
Shared
0.00
None
112.49K
VANGUARD INDEX FDS
SOLEShares39.87K
TypeSH
Market value$12.05M
3.70%
Sole
0.00
Shared
0.00
None
39.87K
VANGUARD INDEX FDS
SOLEShares54.58K
TypeSH
Market value$11.56M
3.55%
Sole
0.00
Shared
0.00
None
54.58K
VANGUARD TAX-MANAGED FDS
SOLEShares121.64K
TypeSH
Market value$7.60M
2.33%
Sole
0.00
Shared
0.00
None
121.64K
VANECK ETF TRUST
SOLEShares105.18K
TypeSH
Market value$5.38M
1.65%
Sole
0.00
Shared
0.00
None
105.18K
VANGUARD CHARLOTTE FDS
SOLEShares98.50K
TypeSH
Market value$4.76M
1.46%
Sole
0.00
Shared
0.00
None
98.50K
APPLE INC
SOLEShares12.78K
TypeSH
Market value$3.48M
1.07%
Sole
0.00
Shared
0.00
None
12.78K
VANGUARD INDEX FDS
SOLEShares4.62K
TypeSH
Market value$2.90M
0.89%
Sole
0.00
Shared
0.00
None
4.62K
SPDR SERIES TRUST
SOLEShares111.90K
TypeSH
Market value$2.65M
0.81%
Sole
0.00
Shared
0.00
None
111.90K
VANGUARD MALVERN FDS
SOLEShares50.66K
TypeSH
Market value$2.51M
0.77%
Sole
0.00
Shared
0.00
None
50.66K
MICROSOFT CORP
SOLEShares4.85K
TypeSH
Market value$2.35M
0.72%
Sole
0.00
Shared
0.00
None
4.85K
INVESCO QQQ TR
SOLEShares3.72K
TypeSH
Market value$2.29M
0.70%
Sole
0.00
Shared
0.00
None
3.72K
VANECK ETF TRUST
SOLEShares84.62K
TypeSH
Market value$2.18M
0.67%
Sole
0.00
Shared
0.00
None
84.62K
VANGUARD WHITEHALL FDS
SOLEShares30.97K
TypeSH
Market value$2.09M
0.64%
Sole
0.00
Shared
0.00
None
30.97K
ALPHABET INC
SOLEShares6.41K
TypeSH
Market value$2.01M
0.62%
Sole
0.00
Shared
0.00
None
6.41K
DRAFTKINGS INC NEW
SOLEShares49.72K
TypeSH
Market value$1.71M
0.53%
Sole
0.00
Shared
0.00
None
49.72K
NVIDIA CORPORATION
SOLEShares8.38K
TypeSH
Market value$1.56M
0.48%
Sole
0.00
Shared
0.00
None
8.38K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 1.32M | SH | $42.98M 13.19% | 0.00 | 0.00 | 1.32M |
SCHWAB STRATEGIC TRSOLE | US LCAP VA ETF | 1.14M | SH | $33.62M 10.32% | 0.00 | 0.00 | 1.14M |
ISHARES TRSOLE | CORE MSCI INTL | 393.65K | SH | $32.47M 9.96% | 0.00 | 0.00 | 393.65K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 56.63K | SH | $27.63M 8.48% | 0.00 | 0.00 | 56.63K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 134.42K | SH | $25.67M 7.88% | 0.00 | 0.00 | 134.42K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 273.63K | SH | $20.27M 6.22% | 0.00 | 0.00 | 273.63K |
ISHARES INCSOLE | CORE MSCI EMKT | 234.77K | SH | $15.78M 4.84% | 0.00 | 0.00 | 234.77K |
ISHARES TRSOLE | CORE MSCI EAFE | 145.24K | SH | $12.99M 3.99% | 0.00 | 0.00 | 145.24K |
ISHARES TRSOLE | NATIONAL MUN ETF | 112.49K | SH | $12.05M 3.70% | 0.00 | 0.00 | 112.49K |
VANGUARD INDEX FDSSOLE | SML CP GRW ETF | 39.87K | SH | $12.05M 3.70% | 0.00 | 0.00 | 39.87K |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 54.58K | SH | $11.56M 3.55% | 0.00 | 0.00 | 54.58K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 121.64K | SH | $7.60M 2.33% | 0.00 | 0.00 | 121.64K |
VANECK ETF TRUSTSOLE | HIGH YLD MUNIETF | 105.18K | SH | $5.38M 1.65% | 0.00 | 0.00 | 105.18K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 98.50K | SH | $4.76M 1.46% | 0.00 | 0.00 | 98.50K |
APPLE INCSOLE | COM | 12.78K | SH | $3.48M 1.07% | 0.00 | 0.00 | 12.78K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 4.62K | SH | $2.90M 0.89% | 0.00 | 0.00 | 4.62K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 111.90K | SH | $2.65M 0.81% | 0.00 | 0.00 | 111.90K |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 50.66K | SH | $2.51M 0.77% | 0.00 | 0.00 | 50.66K |
MICROSOFT CORPSOLE | COM | 4.85K | SH | $2.35M 0.72% | 0.00 | 0.00 | 4.85K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 3.72K | SH | $2.29M 0.70% | 0.00 | 0.00 | 3.72K |
VANECK ETF TRUSTSOLE | JP MRGAN EM LOC | 84.62K | SH | $2.18M 0.67% | 0.00 | 0.00 | 84.62K |
VANGUARD WHITEHALL FDSSOLE | EM MK GOV BD ETF | 30.97K | SH | $2.09M 0.64% | 0.00 | 0.00 | 30.97K |
ALPHABET INCSOLE | CAP STK CL C | 6.41K | SH | $2.01M 0.62% | 0.00 | 0.00 | 6.41K |
DRAFTKINGS INC NEWSOLE | COM CL A | 49.72K | SH | $1.71M 0.53% | 0.00 | 0.00 | 49.72K |
NVIDIA CORPORATIONSOLE | COM | 8.38K | SH | $1.56M 0.48% | 0.00 | 0.00 | 8.38K |
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