Veery Capital, LLC

Wilmington, DE · CIK 1844375 · 13F filing filed 2026-07-09

SEC-registered investment adviser since 2018 · limited liability company

Assets managed$971.4m
Staff14 · 7 in investment roles
Main clients (by assets)Pension plans 59%, High net worth individuals 36%, Individuals 5%
Main officeWest Chester, PA
Websiteveerycapital.com
Form ADV · 2026-09-17SEC adviser record

Kindinstitutions
Others nearbyWest Chester, PA, Wilmington, DE

As an employer

Offices in1 country

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

City	Country	People
West Chester, PA (main office)United States	United States	about 3
Wilmington, DEUnited States	United States	4

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.

$372.3m reported value +14.2% vs Q1 2026

100positions

73.5%in top 10

13 new 42 added 37 reduced 9 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	SCHWAB STRATEGIC TR US LCAP GR ETF SCHG	SCHG	1,382,183	$46.8m12.56%	12.56%	Added +31.3k	+31,310 2.3%
2	SCHWAB STRATEGIC TR US LCAP VA ETF SCHV	SCHV	1,196,106	$41.6m11.18%	11.18%	Added +27.7k	+27,699 2.4%
3	ISHARES TR CORE MSCI INTL IDEV	IDEV	433,737	$38.6m10.37%	10.37%	Added +14.7k	+14,660 3.5%
4	VANGUARD INDEX FDS VALUE ETF VTV	VTV	139,016	$30.3m8.14%	8.14%	Added +1.6k	+1,619 1.2%
5	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	347,008	$29.9m8.03%	8.03%	Reduced -1.6k	-1,640 -0.5%
6	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	300,556	$22.1m5.93%	5.93%	Added +12.7k	+12,680 4.4%
7	ISHARES INC CORE MSCI EMKT IEMG	IEMG	257,157	$21.3m5.72%	5.72%	Added +3.1k	+3,142 1.2%
8	VANGUARD INDEX FDS SML CP GRW ETF VBK	VBK	41,562	$15.2m4.08%	4.08%	Added +465	+465 1.1%
9	VANGUARD INDEX FDS SM CP VAL ETF VBR	VBR	57,527	$14.0m3.75%	3.75%	Added +1.4k	+1,414 2.5%
10	ISHARES TR CORE MSCI EAFE IEFA	IEFA	143,750	$13.9m3.73%	3.73%	Reduced -3.6k	-3,623 -2.5%
11	ISHARES TR NATIONAL MUN ETF MUB	MUB	113,805	$12.2m3.29%	3.29%	Added +5.7k	+5,737 5.3%
12	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	123,668	$8.8m2.37%	2.37%	Added +1.6k	+1,630 1.3%
13	VANGUARD CHARLOTTE FDS TOTAL INT BD ETF BNDX	BNDX	104,860	$5.1m1.36%	1.36%	Added +4.0k	+4,018 4.0%
14	VANECK ETF TRUST HIGH YLD MUNIETF HYD	HYD	93,136	$4.8m1.29%	1.29%	Added +498	+498 0.5%
15	APPLE INC COM AAPL	AAPL	12,886	$3.7m1.00%	1.00%	Reduced -8	-8 -0.1%
16	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	4,878	$3.4m0.90%	0.90%	Added +119	+119 2.5%
17	VANGUARD MALVERN FDS STRM INFPROIDX VTIP	VTIP	55,228	$2.8m0.75%	0.75%	Added +1.7k	+1,675 3.1%
18	SPDR SERIES TRUST PORTFLI HIGH YLD SPHY	SPHY	117,080	$2.7m0.74%	0.74%	Added +4.5k	+4,466 4.0%
19	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	3,726	$2.7m0.74%	0.74%	Unchanged
20	ALPHABET INC CAP STK CL C GOOG	GOOG	6,330	$2.2m0.60%	0.60%	Reduced -43	-43 -0.7%
21	VANECK ETF TRUST JP MRGAN EM LOC EMLC	EMLC	79,258	$2.0m0.54%	0.54%	Added +2.7k	+2,740 3.6%
22	VANGUARD WHITEHALL FDS EM MK GOV BD ETF VWOB	VWOB	28,631	$1.9m0.52%	0.52%	Added +1.1k	+1,064 3.9%
23	MICROSOFT CORP COM MSFT	MSFT	4,806	$1.8m0.48%	0.48%	Reduced -14	-14 -0.3%
24	ISHARES TR RUS 2000 VAL ETF IWN	IWN	7,702	$1.7m0.46%	0.46%	Reduced -44	-44 -0.6%
25	NVIDIA CORPORATION COM NVDA	NVDA	8,469	$1.7m0.46%	0.46%	Added +40	+40 0.5%
26	ALPHABET INC CAP STK CL A GOOGL	GOOGL	4,610	$1.6m0.44%	0.44%	Added +150	+150 3.4%
27	ADVANCED MICRO DEVICES INC COM AMD	AMD	2,793	$1.6m0.44%	0.44%	Added +27	+27 1.0%
28	ISHARES TR RUS 2000 GRW ETF IWO	IWO	4,012	$1.6m0.42%	0.42%	Reduced -39	-39 -1.0%
29	AMAZON COM INC COM AMZN	AMZN	6,594	$1.6m0.42%	0.42%	Added +95	+95 1.5%
30	SCHWAB STRATEGIC TR US LRG CAP ETF SCHX	SCHX	51,559	$1.5m0.41%	0.41%	Added +483	+483 0.9%
31	TESLA INC COM TSLA	TSLA	3,353	$1.4m0.38%	0.38%	Added +14	+14 0.4%
32	DRAFTKINGS INC NEW COM CL A DKNG	DKNG	51,641	$1.3m0.35%	0.35%	Unchanged
33	AMPHENOL CORP CL A APH	APH	7,296	$1.3m0.35%	0.35%	Reduced -127	-127 -1.7%
34	SCHWAB STRATEGIC TR SHT TM US TRES SCHO	SCHO	50,059	$1.2m0.32%	0.32%	Reduced -739	-739 -1.4%
35	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	19,062	$1.1m0.31%	0.31%	Added +407	+407 2.2%
36	POPULAR INC COM NEW BPOP	BPOP	6,207	$1.0m0.27%	0.27%	Added +3	+3 0.1%
37	COSTCO WHSL CORP NEW COM COST	COST	944	$883.1k0.24%	0.24%	Reduced -12	-12 -1.3%
38	JPMORGAN CHASE & CO COM JPM	JPM	2,670	$874.0k0.23%	0.23%	Reduced -86	-86 -3.1%
39	ISHARES TR MSCI USA MIN VOL USMV	USMV	9,007	$868.8k0.23%	0.23%	Added +1.2k	+1,177 15.0%
40	VANGUARD MUN BD FDS TAX EXEMPT BD VTEB	VTEB	15,349	$776.4k0.21%	0.21%	Added +110	+110 0.7%
41	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	1,618	$772.7k0.21%	0.21%	Added +13	+13 0.8%
42	VISA INC COM CL A V	V	2,203	$755.8k0.20%	0.20%	Unchanged
43	MASTERCARD INCORPORATED CL A MA	MA	1,413	$725.7k0.19%	0.19%	Added +1	+1 0.1%
44	BROADCOM INC COM AVGO	AVGO	1,900	$717.9k0.19%	0.19%	Added +27	+27 1.4%
45	CONSTELLATION ENERGY CORP COM CEG	CEG	2,821	$700.7k0.19%	0.19%	Reduced -17	-17 -0.6%
46	META PLATFORMS INC CL A META	META	1,139	$641.7k0.17%	0.17%	Unchanged
47	EXXON MOBIL CORP COM XOM	XOM	4,612	$630.6k0.17%	0.17%	Reduced -114	-114 -2.4%
48	MICRON TECHNOLOGY INC COM MU	MU	509	$587.5k0.16%	0.16%	New
49	APPLIED MATLS INC COM AMAT	AMAT	776	$561.0k0.15%	0.15%	Reduced -18	-18 -2.3%
50	ISHARES TR SHRT NAT MUN ETF SUB	SUB	5,219	$555.7k0.15%	0.15%	Added +3.1k	+3,082 144.2%
51	CATERPILLAR INC COM CAT	CAT	505	$537.8k0.14%	0.14%	Reduced -4	-4 -0.8%
52	ISHARES TR S&P 500 GRWT ETF IVW	IVW	3,754	$516.3k0.14%	0.14%	Added +152	+152 4.2%
53	ISHARES TR S&P 500 VAL ETF IVE	IVE	2,128	$483.2k0.13%	0.13%	Added +152	+152 7.7%
54	INTUITIVE SURGICAL INC COM NEW ISRG	ISRG	1,145	$455.3k0.12%	0.12%	Reduced -20	-20 -1.7%
55	ANALOG DEVICES INC COM ADI	ADI	1,123	$446.0k0.12%	0.12%	Reduced -4	-4 -0.3%
56	SPDR INDEX SHS FDS PORTFOLIO DEVLPD SPDW	SPDW	8,709	$438.8k0.12%	0.12%	Unchanged
57	JOHNSON & JOHNSON COM JNJ	JNJ	1,691	$429.5k0.12%	0.12%	Added +335	+335 24.7%
58	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	207	$411.8k0.11%	0.11%	Reduced -2	-2 -1.0%
59	MARATHON PETE CORP COM MPC	MPC	1,566	$400.4k0.11%	0.11%	Reduced -8	-8 -0.5%
60	BANK AMERICA CORP COM BAC	BAC	6,845	$390.0k0.10%	0.10%	Reduced -589	-589 -7.9%
61	CISCO SYS INC COM CSCO	CSCO	3,235	$380.0k0.10%	0.10%	Reduced -29	-29 -0.9%
62	SPDR SER TR NUVEEN BLOOMBERG HYMB	HYMB	14,610	$371.7k0.10%	0.10%	Added +527	+527 3.7%
63	ELI LILLY & CO COM LLY	LLY	308	$369.4k0.10%	0.10%	Reduced -2	-2 -0.7%
64	EXELON CORP COM EXC	EXC	7,866	$366.7k0.10%	0.10%	Reduced -6	-6 -0.1%
65	GE AEROSPACE COM NEW GE	GE	940	$351.5k0.09%	0.09%	Reduced -41	-41 -4.2%
66	MERCK & CO INC COM MRK	MRK	2,664	$342.3k0.09%	0.09%	Reduced -3	-3 -0.1%
67	PHILIP MORRIS INTL INC COM PM	PM	1,885	$341.0k0.09%	0.09%	Added +37	+37 2.0%
68	ASTRAZENECA PLC ORD AZN	AZN	1,787	$338.9k0.09%	0.09%	New
69	AMERICAN EXPRESS CO COM AXP	AXP	988	$334.2k0.09%	0.09%	Reduced -26	-26 -2.6%
70	SCHWAB STRATEGIC TR US SML CAP ETF SCHA	SCHA	9,158	$330.9k0.09%	0.09%	Reduced -64	-64 -0.7%
71	LAM RESEARCH CORP COM NEW LRCX	LRCX	755	$327.2k0.09%	0.09%	New
72	CUMMINS INC COM CMI	CMI	444	$316.7k0.09%	0.09%	Reduced -11	-11 -2.4%
73	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	1,111	$312.4k0.08%	0.08%	Added +185	+185 20.0%
74	ISHARES TR MSCI EAFE MIN VL EFAV	EFAV	3,438	$301.5k0.08%	0.08%	Added +497	+497 16.9%
75	GILEAD SCIENCES INC COM GILD	GILD	2,330	$294.3k0.08%	0.08%	Reduced -39	-39 -1.6%
76	WALMART INC COM WMT	WMT	2,594	$293.8k0.08%	0.08%	Reduced -28	-28 -1.1%
77	DANAHER CORPORATION COM DHR	DHR	1,533	$292.0k0.08%	0.08%	Reduced -127	-127 -7.7%
78	DELL TECHNOLOGIES INC CL C DELL	DELL	671	$289.5k0.08%	0.08%	New
79	CITIGROUP INC COM NEW C	C	2,050	$286.9k0.08%	0.08%	Added +14	+14 0.7%
80	DEXCOM INC COM DXCM	DXCM	3,971	$267.4k0.07%	0.07%	Reduced -82	-82 -2.0%
81	WELLS FARGO CO NEW COM WFC	WFC	3,234	$267.3k0.07%	0.07%	Reduced -112	-112 -3.4%
82	ISHARES INC MSCI GBL MIN VOL ACWV	ACWV	2,221	$267.0k0.07%	0.07%	Added +238	+238 12.0%
83	SANDISK CORP COM SNDK	SNDK	116	$263.8k0.07%	0.07%	New
84	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	525	$262.7k0.07%	0.07%	Added +9	+9 1.7%
85	VALERO ENERGY CORP COM VLO	VLO	1,002	$261.0k0.07%	0.07%	Reduced -9	-9 -0.9%
86	AMERIPRISE FINL INC COM AMP	AMP	551	$252.8k0.07%	0.07%	Reduced -2	-2 -0.4%
87	NXP SEMICONDUCTORS N V COM NXPI	NXPI	868	$243.9k0.07%	0.07%	New
88	CHEVRON CORP NEW COM CVX	CVX	1,448	$240.0k0.06%	0.06%	Reduced -69	-69 -4.5%
89	SALESFORCE INC COM CRM	CRM	1,510	$236.6k0.06%	0.06%	Added +15	+15 1.0%
90	EATON CORP PLC SHS ETN	ETN	539	$229.7k0.06%	0.06%	New
91	HOME DEPOT INC COM HD	HD	643	$226.8k0.06%	0.06%	Unchanged
92	ABBVIE INC COM ABBV	ABBV	891	$224.2k0.06%	0.06%	New
93	GOLDMAN SACHS GROUP INC COM GS	GS	221	$223.5k0.06%	0.06%	New
94	ENERGY TRANSFER L P COM UT LTD PTN ET	ET	11,500	$219.9k0.06%	0.06%	Unchanged
95	PNC FINL SVCS GROUP INC COM PNC	PNC	887	$218.4k0.06%	0.06%	New
96	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	424	$212.6k0.06%	0.06%	Reduced -1	-1 -0.2%
97	SLM CORP COM SLM	SLM	8,035	$208.4k0.06%	0.06%	New
98	KAYNE ANDERSON BDC INC COM SHS KBDC	KBDC	14,901	$201.6k0.05%	0.05%	Unchanged
99	BLOOM ENERGY CORP COM CL A BE	BE	666	$201.6k0.05%	0.05%	New
100	STATE STR CORP COM STT	STT	1,185	$201.0k0.05%	0.05%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
INTUIT INTU	INTU	829	$358.4k829 shares
ZOETIS INC ZTS	ZTS	2,140	$253.0k2.1k shares
KROGER CO KR	KR	3,451	$249.7k3.5k shares
AT&T INC T	T	8,127	$235.6k8.1k shares
VERIZON COMMUNICATIONS INC VZ	VZ	4,511	$226.5k4.5k shares
UBER TECHNOLOGIES INC UBER	UBER	2,927	$210.5k2.9k shares
ADOBE INC ADBE	ADBE	849	$206.4k849 shares
SHELL PLC SHEL	SHEL	2,194	$204.0k2.2k shares
HCA HEALTHCARE INC HCA	HCA	427	$202.1k427 shares