Veracity Capital LLC
Veracity Capital LLC is a registered investment adviser headquartered in Atlanta, Georgia. Founded in 2018, the firm serves primarily high net worth individuals and families, offering personalized wealth management, investment advisory, and related financial planning services. The firm employs a team of 14 professionals, most of whom are dedicated investment advisors, and is focused on providing bespoke investment solutions, portfolio management, and retirement planning for its clients.
Investment Strategy
Veracity Capital LLC focuses on discretionary investment management for high net worth individuals, utilizing a diversified portfolio approach across equities and fixed income instruments. The firm places emphasis on personalized, goals-based financial planning and investment strategies tailored to each client’s unique situation, risk tolerance, and long-term objectives. Veracity Capital integrates comprehensive wealth management services, including tax and insurance planning, leveraging its affiliate companies to deliver holistic advice. The investment philosophy is centered on disciplined asset allocation, proactive risk management, and long-term capital appreciation aligned with each client’s needs.
Top Holdings
Equity Positions (235)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IUSG | ISHARES TR | 13.22% | $41.5M | 252,005 | $94.71 | $164.54 | +$4.5M |
I IUSV | ISHARES TR | 12.40% | $38.9M | 389,138 | $76.30 | $99.95 | +$3.5M |
V VO | VANGUARD INDEX FDS | 6.63% | $20.8M | 70,810 | $252.28 | $293.74 | +$1.7M |
A AAPL | APPLE INC | 2.69% | $8.4M | 33,136 | $121.48 | $254.63 | +$1.4M |
S SPY | SPDR S&P 500 ETF TR | 2.50% | $7.8M | 11,766 | $390.13 | $666.18 | +$146.3K |
Options Positions (3)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | — | Call | $1.1M | 17 | $666.18 | $573.76 | 0 | +$82.2K |
J JBL | JABIL INC | Sold | Put | $868.7K | 40 | $217.17 | $108.52 | -2 | -$47.3K |
H HD | HOME DEPOT INC | — | Put | $688.8K | 17 | $405.19 | $405.20 | 0 | +$65.5K |