Investor
Veery Capital, LLC
CIK 0001844375 · filed 2026-04-09 · SEC filing
13F book
$326.1M
Positions
96
8 new · 6 sold
Largest name
12.1%
Schwab Strategic Tr
Est. mark
−$7.72M
Price effect on 88 names still held. Flow $7.99M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Schwab Strategic Tr | — | 1.35M | $39.4M | 12.1% | −$4.6M | Added−$3.63M |
| Schwab Strategic Tr | — | 1.17M | $35.6M | 10.9% | $1.01M | Added$2.02M |
| Ishares Tr | — | 419.1K | $35M | 10.7% | $429.1K | Added$2.55M |
| Vanguard Index Fds | — | 137.4K | $27M | 8.3% | $700.3K | Added$1.28M |
| Vanguard Growth Etf | — | 58.1K | $25.4M | 7.8% | −$2.89M | Added−$2.25M |
| Vanguard Bd Index Fds | — | 287.9K | $21.2M | 6.5% | −$117.7K | Added$931.1K |
| Ishares Inc | — | 254K | $17.7M | 5.4% | $594K | Added$1.94M |
| Ishares Tr | — | 147.4K | $13.3M | 4.1% | $155.4K | Added$348.4K |
| Vanguard Index Fds | — | 41.1K | $12.4M | 3.8% | $5.53K | Added$375.8K |
| Vanguard Index Fds | — | 56.1K | $12.2M | 3.7% | $298K | Added$630.3K |
| Ishares Tr | — | 108.1K | $11.5M | 3.5% | −$103.7K | Cut−$577.2K |
| Vanguard Tax-Managed Fds | — | 122K | $7.82M | 2.4% | $195.8K | Added$221.6K |
| Vanguard Charlotte Fds | — | 100.8K | $4.85M | 1.5% | −$26.6K | Added$85.9K |
| Vaneck Etf Trust | — | 92.6K | $4.64M | 1.4% | −$90.8K | Cut−$731.8K |
| Apple Inc. | AAPL | 12.9K | $3.27M | 1.0% | −$231K | Added−$203K |
| Vanguard Index Fds | — | 4.76K | $2.84M | 0.9% | −$136.5K | Added−$55.8K |
| Vanguard Malvern Fds | — | 53.6K | $2.67M | 0.8% | $24.8K | Added$169.4K |
| State Srt Spdr Prtfl Hgh | — | 112.6K | $2.63M | 0.8% | −$39.2K | Added−$22.6K |
| Invesco Qqq Tr | — | 3.73K | $2.15M | 0.7% | −$137.8K | Added−$134.3K |
| Vaneck Etf Trust | — | 76.5K | $1.92M | 0.6% | −$54.3K | Cut−$263.5K |
| Alphabet Inc | — | 6.37K | $1.83M | 0.6% | −$171.7K | Cut−$184.5K |
| Vanguard Whitehall Fds | — | 27.6K | $1.81M | 0.6% | −$48K | Cut−$277.6K |
| Microsoft Corp | MSFT | 4.82K | $1.78M | 0.5% | −$546.7K | Cut−$562.1K |
| Nvidia Corp | NVDA | 8.43K | $1.47M | 0.5% | −$101.4K | Added−$93.4K |
| Ishares Tr | — | 7.75K | $1.47M | 0.4% | $64.8K | Added$66.7K |
| Amazon Com Inc | AMZN | 6.5K | $1.35M | 0.4% | −$146.4K | Added−$144.9K |
| Schwab Strategic Tr | — | 51.1K | $1.31M | 0.4% | −$63.7K | Added−$41.1K |
| Alphabet Inc | — | 4.46K | $1.28M | 0.4% | −$111.6K | Added−$90.6K |
| Ishares Tr | — | 4.05K | $1.27M | 0.4% | −$37.2K | Held |
| Tesla, Inc. | TSLA | 3.34K | $1.24M | 0.4% | −$258.7K | Added−$250.9K |
| Schwab Strategic Tr | — | 50.8K | $1.23M | 0.4% | −$4.98K | Added$18.4K |
| Draftkings Inc New | — | 51.6K | $1.12M | 0.3% | −$638.4K | Added−$596.9K |
| Vanguard Intl Equity Index F | — | 18.7K | $1.01M | 0.3% | $5.38K | Added$10.1K |
| Costco Whsl Corp New | — | 956 | $952.6K | 0.3% | $128.2K | Held |
| Amphenol Corp New | — | 7.42K | $937.9K | 0.3% | −$65.2K | Cut−$66.5K |
| Popular Inc | — | 6.2K | $832.4K | 0.3% | $59.9K | Held |
| Jpmorgan Chase & Co. | — | 2.76K | $810.8K | 0.2% | −$77.4K | Cut−$78.4K |
| Exxon Mobil Corp | — | 4.73K | $801.8K | 0.2% | $233.1K | Cut$216.1K |
| Constellation Energy Corp | CEG | 2.84K | $792.5K | 0.2% | −$210.1K | Held |
| Vanguard Mun Bd Fds | — | 15.2K | $760.3K | 0.2% | −$5.83K | Added$28.5K |
| Ishares Tr | — | 7.83K | $726.2K | 0.2% | −$10.7K | Added$16.8K |
| Mastercard Inc | MA | 1.41K | $705.5K | 0.2% | −$100.6K | Held |
| Visa Inc. | V | 2.2K | $665.8K | 0.2% | −$106.8K | Held |
| Meta Platforms, Inc. | META | 1.14K | $651.6K | 0.2% | −$100K | Cut−$117.8K |
| Broadcom Inc. | AVGO | 1.87K | $579.8K | 0.2% | −$65.1K | Added−$36K |
| Advanced Micro Devices Inc | AMD | 2.77K | $562.7K | 0.2% | −$28.9K | Added−$14.5K |
| Taiwan Semiconductor Mfg Ltd | — | 1.6K | $542.4K | 0.2% | $48.7K | Added$108.2K |
| Intuitive Surgical Inc | ISRG | 1.17K | $537.1K | 0.2% | −$122.8K | Cut−$124.5K |
| Ishares Tr | — | 1.98K | $417.2K | 0.1% | −$1.7K | Added$26.2K |
| Ishares Tr | — | 3.6K | $407.4K | 0.1% | −$32.6K | Added$11.3K |
| Spdr Index Shs Fds | — | 8.71K | $397.6K | 0.1% | $10.8K | Held |
| Exelon Corp | EXC | 7.87K | $385.9K | 0.1% | $42.7K | Held |
| Marathon Pete Corp | — | 1.57K | $384.3K | 0.1% | $128.4K | Cut$124.5K |
| Bank America Corp | — | 7.43K | $362.4K | 0.1% | −$46.4K | Added−$46.2K |
| Caterpillar Inc | CAT | 509 | $360.6K | 0.1% | $57.1K | Added$119.4K |
| Analog Devices Inc | ADI | 1.13K | $358.5K | 0.1% | $52.9K | Added$53.2K |
| Intuit Inc. | INTU | 829 | $358.4K | 0.1% | −$190.7K | Cut−$203.3K |
| Spdr Series Trust | — | 14.1K | $349.3K | 0.1% | −$1.92K | Added$6.88K |
| Johnson & Johnson | JNJ | 1.36K | $331.5K | 0.1% | $50.8K | Cut$32.6K |
| Gilead Sciences, Inc. | GILD | 2.37K | $330.2K | 0.1% | $39.4K | Cut$33K |
| Walmart Inc. | WMT | 2.62K | $325.9K | 0.1% | $33.7K | Cut$29.3K |
| Merck & Co., Inc. | MRK | 2.67K | $320.8K | 0.1% | $39.8K | Added$41.9K |
| Danaher Corporation | — | 1.66K | $314.7K | 0.1% | −$63.3K | Added−$54.1K |
| Chevron Corp New | CVX | 1.52K | $313.9K | 0.1% | $76.8K | Added$99.1K |
| American Express Co | AXP | 1.01K | $306.7K | 0.1% | −$68.4K | Cut−$70.3K |
| Philip Morris Intl Inc | — | 1.85K | $305.5K | 0.1% | $9.13K | Cut$8.49K |
| Eli Lilly & Co | LLY | 310 | $285.1K | 0.1% | −$48K | Cut−$49.1K |
| Salesforce, Inc. | CRM | 1.5K | $279.1K | 0.1% | −$117K | Cut−$141.1K |
| Ge Aerospace | — | 981 | $278.4K | 0.1% | −$16.9K | Added$62.8K |
| Asml Holding N V | — | 209 | $276.1K | 0.1% | — | New |
| Applied Matls Inc | — | 794 | $271.4K | 0.1% | $67.3K | Cut$60.6K |
| Ishares Tr | — | 2.94K | $268.7K | 0.1% | $14K | Added$32.5K |
| Schwab Strategic Tr | — | 9.22K | $268.2K | 0.1% | $5.52K | Cut−$82K |
| Wells Fargo Co New | — | 3.35K | $266.4K | 0.1% | −$45.5K | Cut−$49.9K |
| Dexcom Inc | DXCM | 4.05K | $254.5K | 0.1% | −$14.5K | Added−$14.1K |
| Cisco Sys Inc | — | 3.26K | $253.3K | 0.1% | $1.83K | Cut$56 |
| Zoetis Inc. | ZTS | 2.14K | $253K | 0.1% | −$16.3K | Cut−$51.9K |
| Valero Energy Corp | — | 1.01K | $249.8K | 0.1% | — | New |
| Kroger Co | KR | 3.45K | $249.7K | 0.1% | $34.1K | Added$34.2K |
| Berkshire Hathaway Inc Del | — | 516 | $247.3K | 0.1% | −$12.1K | Cut−$14.6K |
| Ameriprise Finl Inc | — | 553 | $245.8K | 0.1% | −$25.4K | Held |
| Cummins Inc | CMI | 455 | $244.8K | 0.1% | — | New |
| Ishares Inc | — | 1.98K | $237K | 0.1% | $1.51K | Held |
| At&T Inc | — | 8.13K | $235.6K | 0.1% | — | New |
| Citigroup Inc | — | 2.04K | $230.9K | 0.1% | −$6.68K | Cut−$8.08K |
| Ishares Tr | — | 2.14K | $227.6K | 0.1% | — | New |
| Verizon Communications Inc | VZ | 4.51K | $226.5K | 0.1% | — | New |
| International Business Machs | — | 926 | $224.5K | 0.1% | −$49.8K | Cut−$51.3K |
| Energy Transfer L P | — | 11.5K | $221.9K | 0.1% | $32.3K | Held |
| Home Depot, Inc. | HD | 643 | $211.5K | 0.1% | −$9.78K | Held |
| Uber Technologies, Inc | UBER | 2.93K | $210.5K | 0.1% | −$28.6K | Cut−$29K |
| Thermo Fisher Scientific Inc. | TMO | 425 | $208.9K | 0.1% | −$37.3K | Added−$36.8K |
| Adobe Inc. | ADBE | 849 | $206.4K | 0.1% | −$83.6K | Added−$67.3K |
| Kayne Anderson BDC, Inc. | KBDC | 14.9K | $204.4K | 0.1% | −$8.94K | Held |
| Shell Plc | — | 2.19K | $204K | 0.1% | — | New |
| HCA Healthcare, Inc. | HCA | 427 | $202.1K | 0.1% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.