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.
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 |