Institutional Fund
Veery Capital, LLC
Wilmington, DECIK 18443755 filings on record
Portfolio Value
$326.10M
Q1 2026
Holdings
96
Reported positions
New Buys
8
Opened this quarter
QoQ Change
+0.1%
from $325.83M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Schwab Strategic Tr12.1%
- Schwab Strategic Tr10.9%
- Ishares Tr10.7%
- Vanguard Index Fds8.3%
- Vanguard Index Fds7.8%
- Vanguard Bd Index Fds6.5%
- Other43.7%
Portfolio Holdings
96 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic Tr | 1.35M | $39.35M | 12.1% | +33.1K | Added |
| 2 | Schwab Strategic Tr | 1.17M | $35.64M | 10.9% | +33.1K | Added |
| 3 | Ishares Tr | 419.1K | $35.02M | 10.7% | +25.4K | Added |
| 4 | Vanguard Index Fds | 137.4K | $26.96M | 8.3% | +3.0K | Added |
| 5 | Vanguard Index Fds | 58.1K | $25.38M | 7.8% | +1.5K | Added |
| 6 | Vanguard Bd Index Fds | 287.9K | $21.20M | 6.5% | +14.2K | Added |
| 7 | Ishares Inc | 254.0K | $17.72M | 5.4% | +19.2K | Added |
| 8 | Ishares Tr | 147.4K | $13.34M | 4.1% | +2.1K | Added |
| 9 | Vanguard Index Fds | 41.1K | $12.42M | 3.8% | +1.2K | Added |
| 10 | Vanguard Index Fds | 56.1K | $12.19M | 3.7% | +1.5K | Added |
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