Filed: 7/9/2026ACC: 0002085853-26-000679
📋 What this filing means
VEERY CAPITAL, LLC filed this quarterly 13F‑HR report disclosing 100 equity positions with a total reported market value of $372.32M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
100
Positions
$372.32M
Total AUM (reported)
5.46M
Total Shares
Allocation by class
US LCAP GR ETF$46.77M12.6%
US LCAP VA ETF$41.64M11.2%
CORE MSCI INTL$38.61M10.4%
VALUE ETF$30.30M8.1%
GROWTH ETF$29.89M8.0%
COM$26.17M7.0%
TOTAL BND MRKT$22.06M5.9%
Portfolio Concentration
Top 3$127.02M34.1%
4–10$146.62M39.4%
11–25$57.66M15.5%
Rest$41.04M11.0%
Top 3 weight
34.1%
Top 10 weight
73.5%
Voting Authority Distribution
Total shares with voting rights: 5.46M
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
5.46M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole100
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings100
Rows:
SCHWAB STRATEGIC TR
SOLEShares1.38M
TypeSH
Market value$46.77M
12.56%
Sole
0.00
Shared
0.00
None
1.38M
SCHWAB STRATEGIC TR
SOLEShares1.20M
TypeSH
Market value$41.64M
11.18%
Sole
0.00
Shared
0.00
None
1.20M
ISHARES TR
SOLEShares433.74K
TypeSH
Market value$38.61M
10.37%
Sole
0.00
Shared
0.00
None
433.74K
VANGUARD INDEX FDS
SOLEShares139.02K
TypeSH
Market value$30.30M
8.14%
Sole
0.00
Shared
0.00
None
139.02K
VANGUARD INDEX FDS
SOLEShares347.01K
TypeSH
Market value$29.89M
8.03%
Sole
0.00
Shared
0.00
None
347.01K
VANGUARD BD INDEX FDS
SOLEShares300.56K
TypeSH
Market value$22.06M
5.93%
Sole
0.00
Shared
0.00
None
300.56K
ISHARES INC
SOLEShares257.16K
TypeSH
Market value$21.30M
5.72%
Sole
0.00
Shared
0.00
None
257.16K
VANGUARD INDEX FDS
SOLEShares41.56K
TypeSH
Market value$15.20M
4.08%
Sole
0.00
Shared
0.00
None
41.56K
VANGUARD INDEX FDS
SOLEShares57.53K
TypeSH
Market value$13.98M
3.75%
Sole
0.00
Shared
0.00
None
57.53K
ISHARES TR
SOLEShares143.75K
TypeSH
Market value$13.88M
3.73%
Sole
0.00
Shared
0.00
None
143.75K
ISHARES TR
SOLEShares113.81K
TypeSH
Market value$12.25M
3.29%
Sole
0.00
Shared
0.00
None
113.81K
VANGUARD TAX-MANAGED FDS
SOLEShares123.67K
TypeSH
Market value$8.81M
2.37%
Sole
0.00
Shared
0.00
None
123.67K
VANGUARD CHARLOTTE FDS
SOLEShares104.86K
TypeSH
Market value$5.08M
1.36%
Sole
0.00
Shared
0.00
None
104.86K
VANECK ETF TRUST
SOLEShares93.14K
TypeSH
Market value$4.80M
1.29%
Sole
0.00
Shared
0.00
None
93.14K
APPLE INC
SOLEShares12.89K
TypeSH
Market value$3.73M
1.00%
Sole
0.00
Shared
0.00
None
12.89K
VANGUARD INDEX FDS
SOLEShares4.88K
TypeSH
Market value$3.35M
0.90%
Sole
0.00
Shared
0.00
None
4.88K
VANGUARD MALVERN FDS
SOLEShares55.23K
TypeSH
Market value$2.77M
0.75%
Sole
0.00
Shared
0.00
None
55.23K
SPDR SERIES TRUST
SOLEShares117.08K
TypeSH
Market value$2.74M
0.74%
Sole
0.00
Shared
0.00
None
117.08K
INVESCO QQQ TR
SOLEShares3.73K
TypeSH
Market value$2.74M
0.74%
Sole
0.00
Shared
0.00
None
3.73K
ALPHABET INC
SOLEShares6.33K
TypeSH
Market value$2.24M
0.60%
Sole
0.00
Shared
0.00
None
6.33K
VANECK ETF TRUST
SOLEShares79.26K
TypeSH
Market value$2.03M
0.54%
Sole
0.00
Shared
0.00
None
79.26K
VANGUARD WHITEHALL FDS
SOLEShares28.63K
TypeSH
Market value$1.93M
0.52%
Sole
0.00
Shared
0.00
None
28.63K
MICROSOFT CORP
SOLEShares4.81K
TypeSH
Market value$1.79M
0.48%
Sole
0.00
Shared
0.00
None
4.81K
ISHARES TR
SOLEShares7.70K
TypeSH
Market value$1.70M
0.46%
Sole
0.00
Shared
0.00
None
7.70K
NVIDIA CORPORATION
SOLEShares8.47K
TypeSH
Market value$1.69M
0.46%
Sole
0.00
Shared
0.00
None
8.47K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 1.38M | SH | $46.77M 12.56% | 0.00 | 0.00 | 1.38M |
SCHWAB STRATEGIC TRSOLE | US LCAP VA ETF | 1.20M | SH | $41.64M 11.18% | 0.00 | 0.00 | 1.20M |
ISHARES TRSOLE | CORE MSCI INTL | 433.74K | SH | $38.61M 10.37% | 0.00 | 0.00 | 433.74K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 139.02K | SH | $30.30M 8.14% | 0.00 | 0.00 | 139.02K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 347.01K | SH | $29.89M 8.03% | 0.00 | 0.00 | 347.01K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 300.56K | SH | $22.06M 5.93% | 0.00 | 0.00 | 300.56K |
ISHARES INCSOLE | CORE MSCI EMKT | 257.16K | SH | $21.30M 5.72% | 0.00 | 0.00 | 257.16K |
VANGUARD INDEX FDSSOLE | SML CP GRW ETF | 41.56K | SH | $15.20M 4.08% | 0.00 | 0.00 | 41.56K |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 57.53K | SH | $13.98M 3.75% | 0.00 | 0.00 | 57.53K |
ISHARES TRSOLE | CORE MSCI EAFE | 143.75K | SH | $13.88M 3.73% | 0.00 | 0.00 | 143.75K |
ISHARES TRSOLE | NATIONAL MUN ETF | 113.81K | SH | $12.25M 3.29% | 0.00 | 0.00 | 113.81K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 123.67K | SH | $8.81M 2.37% | 0.00 | 0.00 | 123.67K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 104.86K | SH | $5.08M 1.36% | 0.00 | 0.00 | 104.86K |
VANECK ETF TRUSTSOLE | HIGH YLD MUNIETF | 93.14K | SH | $4.80M 1.29% | 0.00 | 0.00 | 93.14K |
APPLE INCSOLE | COM | 12.89K | SH | $3.73M 1.00% | 0.00 | 0.00 | 12.89K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 4.88K | SH | $3.35M 0.90% | 0.00 | 0.00 | 4.88K |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 55.23K | SH | $2.77M 0.75% | 0.00 | 0.00 | 55.23K |
SPDR SERIES TRUSTSOLE | ST PORT HIGH ETF | 117.08K | SH | $2.74M 0.74% | 0.00 | 0.00 | 117.08K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 3.73K | SH | $2.74M 0.74% | 0.00 | 0.00 | 3.73K |
ALPHABET INCSOLE | CAP STK CL C | 6.33K | SH | $2.24M 0.60% | 0.00 | 0.00 | 6.33K |
VANECK ETF TRUSTSOLE | JP MRGAN EM LOC | 79.26K | SH | $2.03M 0.54% | 0.00 | 0.00 | 79.26K |
VANGUARD WHITEHALL FDSSOLE | EM MK GOV BD ETF | 28.63K | SH | $1.93M 0.52% | 0.00 | 0.00 | 28.63K |
MICROSOFT CORPSOLE | COM | 4.81K | SH | $1.79M 0.48% | 0.00 | 0.00 | 4.81K |
ISHARES TRSOLE | RUS 2000 VAL ETF | 7.70K | SH | $1.70M 0.46% | 0.00 | 0.00 | 7.70K |
NVIDIA CORPORATIONSOLE | COM | 8.47K | SH | $1.69M 0.46% | 0.00 | 0.00 | 8.47K |
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