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Veery Capital, LLC
Veery Capital, LLC is an independent investment adviser headquartered in Wilmington, Delaware. The firm manages assets for a range of clients including individuals, high net worth individuals, and pension and profit sharing plans. As of 2025, Veery Capital manages over $800 million in assets and has 11-12 employees. The company offers investment advisory and related services to clients nationally, focusing on personalized financial solutions.
Investment Strategy
Veery Capital, LLC employs a diversified investment strategy, managing portfolios across a broad mix of equities and ETFs. Their 13F filings show an emphasis on large-cap domestic and international index funds (such as SCHG, SCHV, IDEV, VTV, etc.), suggesting a preference for asset allocation, risk management, and passive strategies tailored to client objectives. The firm provides both discretionary and non-discretionary services, focusing on discipline, diversification, and long-term financial planning.
Latest 13F Filing Activity
Veery Capital, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 94 equity positions with a total 13F market value of $317M. The fund increased holdings in Schwab Strategic TR, Ishares TR, Vanguard Index FDS among other positions. Veery Capital, LLC reduced exposure to Draftkings Inc. New, Semler Scientific Inc., Paychex Inc. among others.
Top Holdings
Equity Positions (94)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SCHG | SCHWAB STRATEGIC TR | 13.43% | $42.5M | 1,332,974 | $24.46 | $31.91 | +$4.3M |
S SCHV | SCHWAB STRATEGIC TR | 10.42% | $33.0M | 1,133,690 | $25.99 | $29.11 | +$2.5M |
I IDEV | ISHARES TR | 9.82% | $31.1M | 388,081 | $68.26 | $80.17 | +$2.9M |
V VUG | VANGUARD INDEX FDS | 8.49% | $26.9M | 56,080 | $264.33 | $479.61 | +$2.8M |
V VTV | VANGUARD INDEX FDS | 7.79% | $24.7M | 132,266 | $129.66 | $186.49 | +$2.2M |
Industry Allocation
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