Veery Capital, LLC
CIK: 0001844375SEC EDGAR →
Portfolio Value
$325.8B
Holdings
94
As of
Q4 2025
New Positions
3
Closed Positions
3
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | 1,317,731 | $43.0B | 13.19% |
| 2 | SCHWAB STRATEGIC TR | 1,135,273 | $33.6B | 10.32% |
| 3 | ISHARES TR | 393,649 | $32.5B | 9.96% |
| 4 | VANGUARD INDEX FDS | 56,628 | $27.6B | 8.48% |
| 5 | VANGUARD INDEX FDS | 134,419 | $25.7B | 7.88% |
| 6 | VANGUARD BD INDEX FDS | 273,635 | $20.3B | 6.22% |
| 7 | ISHARES INC | 234,766 | $15.8B | 4.84% |
| 8 | ISHARES TR | 145,241 | $13.0B | 3.99% |
| 9 | ISHARES TR | 112,489 | $12.0B | 3.70% |
| 10 | VANGUARD INDEX FDS | 39,872 | $12.0B | 3.70% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 43 | $279.6B | 85.8% |
| Unknown | 7 | $16.6B | 5.1% |
| Technology | 17 | $13.1B | 4.0% |
| Consumer Cyclical | 4 | $4.9B | 1.5% |
| Communication Services | 3 | $4.2B | 1.3% |
| Healthcare | 10 | $3.3B | 1.0% |
| Consumer Defensive | 3 | $1.3B | 0.4% |
| Energy | 4 | $1.2B | 0.4% |
| Utilities | 1 | $1.0B | 0.3% |
| Industrials | 2 | $456.0M | 0.1% |