Veery Capital, LLC
CIK: 1844375SEC EDGAR →
Portfolio Value
$258.9B
Holdings
101
As of
Q3 2026
New Positions
99
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | 1,390,802 | $50.0B | 19.30% |
| 2 | SCHWAB STRATEGIC TR | 1,215,553 | $40.5B | 15.64% |
| 3 | ISHARES TR | 440,132 | $39.4B | 15.21% |
| 4 | VANGUARD INDEX FDS | 350,820 | $31.6B | 12.21% |
| 5 | VANGUARD BD INDEX FDS | 319,730 | $22.4B | 8.66% |
| 6 | ISHARES INC | 262,212 | $21.3B | 8.22% |
| 7 | ISHARES TR | 144,213 | $14.0B | 5.40% |
| 8 | VANGUARD TAX-MANAGED FDS | 126,007 | $8.9B | 3.44% |
| 9 | VANGUARD CHARLOTTE FDS | 111,551 | $5.2B | 2.02% |
| 10 | VANECK ETF TRUST | 89,061 | $4.3B | 1.65% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 43 | $241.1B | 93.1% |
| Unknown | 8 | $14.3B | 5.5% |
| Technology | 23 | $1.8B | 0.7% |
| Consumer Cyclical | 3 | $985.5M | 0.4% |
| Energy | 5 | $433.1M | 0.2% |
| Consumer Defensive | 3 | $202.5M | 0.1% |
| Communication Services | 3 | $4.6M | 0.0% |
| Healthcare | 9 | $3.2M | 0.0% |
| Industrials | 3 | $932K | 0.0% |
| Utilities | 1 | $717K | 0.0% |