Fund HoldingsVeery Capital, LLC

Total Portfolio Value
$372.32M
Total Bought
$48.70M
Total Sold
$10.48M
Net Transaction
+$38.22M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
SCHWAB STRATEGIC TR01,382,183+1,382,183046,77312.56%+46,773
SCHWAB STRATEGIC TR1,168,4071,196,106+27,69935,63641,63611.18%+6,000
VANGUARD INDEX FDS0347,008+347,008029,8918.03%+29,891
ISHARES INC
CORE MSCI EMKT
254,015257,157+3,14217,71821,3035.72%+3,585
ISHARES TR
CORE MSCI INTL
419,077433,737+14,66035,02238,60710.37%+3,585
VANGUARD INDEX FDS137,397139,016+1,61926,95730,2968.14%+3,338
VANGUARD INDEX FDS41,09741,562+46512,42115,1994.08%+2,778
SPDR SERIES TRUST
ST PORT HIGH ETF
0117,080+117,08002,7440.74%+2,744
VANGUARD INDEX FDS56,11357,527+1,41412,19113,9793.75%+1,788
ADVANCED MICRO DEVICES INC(AMD)2,7662,793+275631,6220.44%+1,060
VANGUARD TAX-MANAGED FDS122,038123,668+1,6307,8208,8112.37%+991
ISHARES TR
MSCI USA MIN ETF
09,007+9,00708690.23%+869
VANGUARD BD INDEX FDS287,876300,556+12,68021,19922,0645.93%+865
ISHARES TR108,068113,805+5,73711,47112,2483.29%+776
INVESCO QQQ TR3,7263,72602,1512,7440.74%+593
MICRON TECHNOLOGY INC(MU)0509+50905880.16%+588
ISHARES TR
CORE MSCI EAFE
147,373143,750-3,62313,34213,8833.73%+542
VANGUARD INDEX FDS4,7594,878+1192,8443,3510.90%+507
APPLE INC(AAPL)12,89412,886-83,2723,7291.00%+456
SPDR INDEX SHS FDS
ST STR PO EX ETF
08,709+8,70904390.12%+439
ALPHABET INC(GOOG)6,3736,330-431,8282,2370.60%+408
SPDR SERIES TRUST
ST NUVE HIGH ETF
014,610+14,61003720.10%+372
ALPHABET INC(GOOG)4,4604,610+1501,2831,6480.44%+365
AMPHENOL CORP7,4237,296-1279381,2860.35%+349
ASTRAZENECA PLC(AZN)01,787+1,78703390.09%+339
ISHARES TR2,1375,219+3,0822285560.15%+328
LAM RESEARCH CORP(LRCX)0755+75503270.09%+327
ISHARES TR4,0514,012-391,2711,5800.42%+309
APPLIED MATLS INC794776-182715610.15%+290
DELL TECHNOLOGIES INC(DELL)0671+67102900.08%+290
SANDISK CORP(SNDK)0116+11602640.07%+264
NXP SEMICONDUCTORS N V
COM
0868+86802440.07%+244
ISHARES TR7,7467,702-441,4691,7040.46%+235
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
100,842104,860+4,0184,8455,0781.36%+233
TAIWAN SEMICONDUCTOR MANUFAC(TSM)1,6051,618+135427730.21%+230
EATON CORP PLC(ETN)0539+53902300.06%+230
NVIDIA CORPORATION(NVDA)8,4298,469+401,4701,6950.46%+224
ABBVIE INC(ABBV)0891+89102240.06%+224
GOLDMAN SACHS GROUP INC(GS)0221+22102240.06%+224
PNC FINL SVCS GROUP INC(PNC)0887+88702180.06%+218
AMAZON COM INC(AMZN)6,4996,594+951,3541,5720.42%+218
SLM CORP(SLM)08,035+8,03502080.06%+208
SCHWAB STRATEGIC TR51,07651,559+4831,3101,5170.41%+208
BLOOM ENERGY CORP0666+66602020.05%+202
STATE STR CORP(STT)01,185+1,18502010.05%+201
DRAFTKINGS INC NEW(DKNG)51,64151,64101,1161,3040.35%+188
POPULAR INC(BPOP)6,2046,207+38321,0190.27%+187
CATERPILLAR INC(CAT)509505-43615380.14%+177
TESLA INC(TSLA)3,3393,353+141,2411,4100.38%+169
VANECK ETF TRUST
HIGH YLD MUNIETF
093,136+93,13604,7971.29%+4,797
BROADCOM INC(AVGO)1,8731,900+275807180.19%+138
ASML HLDG NV
N Y REGISTRY SHS
209207-22764120.11%+136
VANGUARD INTL EQUITY INDEX F18,65519,062+4071,0081,1380.31%+130
CISCO SYS INC(CSCO)3,2643,235-292533800.10%+127
VANGUARD WHITEHALL FDS27,56728,631+1,0641,8111,9250.52%+114
ISHARES TR3,6023,754+1524075160.14%+109
VANECK ETF TRUST
JP MRGAN EM LOC
76,51879,258+2,7401,9212,0260.54%+104
VANGUARD MALVERN FDS53,55355,228+1,6752,6752,7740.75%+99
JOHNSON & JOHNSON(JNJ)1,3561,691+3353314290.12%+98
VISA INC(V)2,2032,20306667560.20%+90
INTERNATIONAL BUSINESS MACHS(IBM)9261,111+1852243120.08%+88
ANALOG DEVICES INC(ADI)1,1271,123-43594460.12%+87
ELI LILLY & CO(LLY)310308-22853690.10%+84
GE AEROSPACE(GE)981940-412783510.09%+73
CUMMINS INC(CMI)455444-112453170.09%+72
ISHARES TR1,9762,128+1524174830.13%+66
JPMORGAN CHASE & CO(JPM)2,7562,670-868118740.23%+63
SCHWAB STRATEGIC TR9,2229,158-642683310.09%+63
CITIGROUP INC(C)2,0362,050+142312870.08%+56
PHILIP MORRIS INTL INC(PM)1,8481,885+373063410.09%+35
ISHARES TR
MSCI EAFE MIN VL
2,9413,438+4972693020.08%+33
ISHARES INC1,9832,221+2382372670.07%+30
BANK OF AMER CORP7,4346,845-5893623900.10%+28
AMERICAN EXPRESS CO(AXP)1,014988-263073340.09%+27
MERCK & CO INC(MRK)2,6672,664-33213420.09%+22
MASTERCARD INCORPORATED(MA)1,4121,413+17067260.19%+20
VANGUARD MUN BD FDS15,23915,349+1107607760.21%+16
MARATHON PETE CORP(MPC)1,5741,566-83844000.11%+16
BERKSHIRE HATHAWAY INC DEL516525+92472630.07%+15
HOME DEPOT INC(HD)64364302112270.06%+15
DEXCOM INC(DXCM)4,0533,971-822552670.07%+13
VALERO ENERGY CORP(VLO)1,0111,002-92502610.07%+11
MICROSOFT CORP(MSFT)4,8204,806-141,7841,7930.48%+8
AMERIPRISE FINL INC(AMP)553551-22462530.07%+7
THERMO FISHER SCIENTIFIC INC(TMO)425424-12092130.06%+4
WELLS FARGO & CO(WFC)3,3463,234-1122662670.07%+1
ENERGY TRANSFER L P(ET)11,50011,50002222200.06%-2
KAYNE ANDERSON BDC INC(KBDC)14,90114,90102042020.05%-3
META PLATFORMS INC(META)1,1391,13906526420.17%-10
EXELON CORP(EXC)7,8727,866-63863670.10%-19
DANAHER CORP DEL(DHR)1,6601,533-1273152920.08%-23
SCHWAB STRATEGIC TR50,79850,059-7391,2331,2080.32%-24
WALMART INC(WMT)2,6222,594-283262940.08%-32
GILEAD SCIENCES INC(GILD)2,3692,330-393302940.08%-36
SALESFORCE INC(CRM)1,4951,510+152792370.06%-43
COSTCO WHOLESALE CORPORATION(COST)956944-129538830.24%-70
CHEVRON CORPORATION(CVX)1,5171,448-693142400.06%-74
INTUITIVE SURGICAL INC1,1651,145-205374550.12%-82
CONSTELLATION ENERGY CORP(CEG)2,8382,821-177937010.19%-92
EXXON MOBIL CORP4,7264,612-1148026310.17%-171
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