Veracity Capital LLC

SEC CIK
0001811005

Holdings, Q2 2026

Positions as of Jun 30, 2026, filed Jul 10, 2026.SEC

Positions
223
+22 vs. Q1 2026
Total value
$370.39M
+$90.47M (+32.3%) vs. Q1 2026

Compare with Q1 2026: new, added, reduced and sold out

Positions

Long positions only. Changes compare share counts with Q1 2026.

Veracity Capital LLC holdings in Q2 2026
SecurityClassSharesValue% of portfolioChange in sharesActionHistory
ISHARES CORE S&P U.S. GROWTH ETF464287671ETF227,402$42.77M11.55%−806−0.4%Reduced–
ISHARES CORE S&P US VALUE ETF464287663ETF368,402$40.58M10.96%+7,546+2.1%Added–
VANGUARD MORNINGSTAR MID-CAP ETF922908629ETF271,700$21.89M5.91%+205,155+308.3%Added–
DIMENSIONAL ETF TRUST25434V203INTL CORE EQT MK445,022$18.36M4.96%+445,022New–
PRINCIPAL EXCHANGE TRADED FD74255Y607PRIN U S SMALL243,029$17.04M4.60%+4,532+1.9%Added–
FIRST TR EXCHANGE-TRADED FD33733E740WCM DEV WORL ETF544,556$10.68M2.88%+544,556New–
AAPLAPPLE INC COMStock29,163$8.44M2.28%−37−0.1%ReducedView
SPYSTATE STREET SPDR S&P 500 ETFETF8,787$6.56M1.77%−733−7.7%ReducedView
GOOGLALPHABET INC CAP STK CL AStock17,081$6.1M1.65%−521−3.0%ReducedView
NVDANVIDIA CORPORATION COMStock26,833$5.37M1.45%+50+0.2%AddedView
COHEN & STEERS ETF TRUST19249U104REAL EST ACT ETF174,237$4.94M1.34%+174,237New–
MUMICRON TECHNOLOGY INC COMStock3,746$4.32M1.17%−34−0.9%ReducedView
AMZNAMAZON COM INC COMStock16,932$4.04M1.09%−319−1.8%ReducedView
TSMTAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADSADR8,337$3.98M1.07%+19+0.2%AddedView
MSFTMICROSOFT CORP COMStock10,658$3.98M1.07%−195−1.8%ReducedView
REGNREGENERON PHARMACEUTICALSCOM5,556$3.46M0.94%+3+0.1%AddedView
MDYSTATE STREET SPDR S&P MIDCAP 400 ETF TRUSTETF4,359$3.07M0.83%00.0%UnchangedView
AVGOBROADCOM INC COMStock7,605$2.87M0.78%+58+0.8%AddedView
GOOGALPHABET INC CAP STK CL CStock7,325$2.59M0.70%+224+3.2%AddedView
AMDADVANCED MICRO DEVICES INC COMStock4,420$2.57M0.69%+139+3.2%AddedView
GEVGE VERNOVA INC COMStock2,165$2.54M0.69%−131−5.7%ReducedView
ANETARISTA NETWORKS INC COM SHSStock14,695$2.5M0.67%+321+2.2%AddedView
AXPAMERICAN EXPRESS CO COMStock7,224$2.44M0.66%−24−0.3%ReducedView
CRSCARPENTER TECHNOLOGY CORPCOM3,681$2.27M0.61%+286+8.4%AddedView
LLYELI LILLY & CO COMStock1,872$2.24M0.61%−8−0.4%ReducedView
ISHARES CORE MSCI EAFE ETF46432F842ETF23,201$2.24M0.60%+677+3.0%Added–
ISHARES MSCI EAFE ETF464287465ETF21,009$2.18M0.59%+1,803+9.4%Added–
KOCOCA COLA CO COMStock26,620$2.16M0.58%−237−0.9%ReducedView
SCHWAB US TIPS ETF808524870ETF81,100$2.15M0.58%+3,128+4.0%Added–
COHRCOHERENT CORPCOM5,141$2.03M0.55%−263−4.9%ReducedView
ISHARES RUSSELL 2000 ETF464287655ETF6,591$1.98M0.53%−145−2.2%Reduced–
GLWCORNING INCCOM7,705$1.97M0.53%+431+5.9%AddedView
ISHARES CORE S&P 500 ETF464287200ETF2,615$1.96M0.53%+875+50.3%Added–
FLEXFLEX LTD ORDStock11,903$1.93M0.52%−2,014−14.5%ReducedView
CATCATERPILLAR INC COMStock1,797$1.91M0.52%+7+0.4%AddedView
QBTSD-WAVE QUANTUM INC COMStock78,798$1.89M0.51%+21,791+38.2%AddedView
LRCXLAM RESEARCH CORP COM NEWStock4,219$1.83M0.49%+24+0.6%AddedView
ISHARES RUSSELL 1000 GROWTH ETF464287614ETF14,629$1.82M0.49%+9,636+193.0%Added–
STXSEAGATE TECHNOLOGY HLDNGS PLORD SHS1,865$1.8M0.49%−33−1.7%ReducedView
ISHARES S&P 500 GROWTH ETF464287309ETF12,928$1.78M0.48%+37+0.3%Added–
INVESCO QQQ TRUST SERIES I46090E103ETF2,398$1.77M0.48%−44−1.8%Reduced–
TERTERADYNE INC COMStock3,390$1.64M0.44%−185−5.2%ReducedView
ISHARES CORE MSCI EMERGING MARKETS ETF46434G103ETF19,078$1.58M0.43%−1,578−7.6%Reduced–
JPMJPMORGAN CHASE & CO COMStock4,507$1.48M0.40%+74+1.7%AddedView
METAMETA PLATFORMS INC CL AStock2,612$1.47M0.40%+208+8.7%AddedView
ASMLASML HLDG NV N Y REGISTRY SHSADR739$1.47M0.40%+86+13.2%AddedView
ORAORMAT TECHNOLOGIES INCCOM13,058$1.42M0.38%+8,353+177.5%AddedView
HWMHOWMET AEROSPACE INC COMStock5,208$1.4M0.38%−42−0.8%ReducedView
BWXTBWX TECHNOLOGIES INCCOM7,153$1.39M0.38%−2,774−27.9%ReducedView
HPEHEWLETT PACKARD ENTERPRISE CCOM30,749$1.39M0.37%+1,360+4.6%AddedView
MTZMASTEC INCCOM3,230$1.34M0.36%+3,230NewView
WMBWILLIAMS COS INCCOM17,952$1.33M0.36%+694+4.0%AddedView
VRTVERTIV HOLDINGS COCOM CL A3,932$1.32M0.36%−865−18.0%ReducedView
OKEONEOK INC NEWCOM14,681$1.28M0.34%+1,177+8.7%AddedView
JBLJABIL INC COMStock3,265$1.26M0.34%−270−7.6%ReducedView
BPREBLUEROCK PVT REAL ESTATE FDCOM95,938$1.25M0.34%−9,756−9.2%ReducedView
PHPARKER-HANNIFIN CORP COMStock1,250$1.22M0.33%+30+2.5%AddedView
VANGUARD MUN BD FDS922907746TAX EXEMPT BD24,020$1.21M0.33%00.0%Unchanged–
APPAPPLOVIN CORPCOM CL A2,320$1.2M0.32%+675+41.0%AddedView
CVXCHEVRON CORPORATION COMStock6,934$1.15M0.31%+156+2.3%AddedView
MPCMARATHON PETE CORP COMStock4,463$1.14M0.31%+1,413+46.3%AddedView
ABBVABBVIE INC COMStock4,514$1.14M0.31%−60−1.3%ReducedView
LITELUMENTUM HLDGS INCCOM1,252$1.07M0.29%−457−26.7%ReducedView
BRK.BBERKSHIRE HATHAWAY INC DEL CL B NEWStock2,126$1.06M0.29%+9+0.4%AddedView
SEISOLARIS ENERGY INFRAS INCCOM CL A13,214$1.06M0.29%+13,214NewView
HDHOME DEPOT INC COMStock2,981$1.05M0.28%−96−3.1%ReducedView
CIENCIENA CORPCOM NEW2,135$1.05M0.28%−715−25.1%ReducedView
ISHARES RUSSELL 1000 VALUE ETF464287598ETF4,286$1.04M0.28%00.0%Unchanged–
BEBLOOM ENERGY CORPCOM CL A3,418$1.03M0.28%+3,418NewView
WMWASTE MGMT INC DEL COMStock4,625$1.03M0.28%−965−17.3%ReducedView
FIDELITY MERRIMACK STR TR316188309TOTAL BD ETF22,412$1.02M0.28%+22,412New–
MAMASTERCARD INCORPORATED CL AStock1,956$1M0.27%−33−1.7%ReducedView
FLSFLOWSERVE CORPCOM13,441$996.78K0.27%+579+4.5%AddedView
FASTFASTENAL CO COMStock20,691$993.8K0.27%+1,868+9.9%AddedView
SSGA ACTIVE ETF TR78467V848ST STR TOTAL ETF25,136$992.12K0.27%+25,136New–
GILDGILEAD SCIENCES INC COMStock7,784$983.46K0.27%+711+10.1%AddedView
CSCOCISCO SYS INC COMStock8,277$972.27K0.26%−813−8.9%ReducedView
KLACKLA CORPCOM NEW3,185$961.03K0.26%+2,875+927.4%AddedView
SCHWAB STRATEGIC TR8085247221000 INDEX ETF26,143$942.72K0.25%+26,143New–
SPDR SERIES TRUST78468R531SPDR S&P 500 ESG12,909$941.45K0.25%+553+4.5%Added–
DELLDELL TECHNOLOGIES INC CL CStock2,136$921.77K0.25%+427+25.0%AddedView
WMTWALMART INC COMStock8,085$915.66K0.25%+104+1.3%AddedView
GDGENERAL DYNAMICS CORP COMStock2,554$904.8K0.24%+99+4.0%AddedView
ARMARM HOLDINGS PLC SPONSORED ADSADR2,544$902.17K0.24%+510+25.1%AddedView
SCHWAB U.S. BROAD MARKET ETF808524102ETF31,020$898.34K0.24%00.0%Unchanged–
LMTLOCKHEED MARTIN CORP COMStock1,709$870.72K0.24%−332−16.3%ReducedView
WPMWHEATON PRECIOUS METALS CORPCOM7,599$853.53K0.23%+405+5.6%AddedView
FANGDIAMONDBACK ENERGY INC COMStock4,842$851.15K0.23%+19+0.4%AddedView
TSLATESLA INC COMStock1,995$839.1K0.23%+49+2.5%AddedView
VVISA INC COM CL AStock2,445$838.71K0.23%−96−3.8%ReducedView
NVTNVENT ELEC PLCSHS4,892$829.82K0.22%+443+10.0%AddedView
XOMEXXON MOBIL CORPCOM6,008$821.43K0.22%+359+6.4%AddedView
DVNDEVON ENERGY CORP NEW COMStock19,511$806.21K0.22%+9,106+87.5%AddedView
ISHARES CORE U.S. AGGREGATE BOND ETF464287226ETF8,142$805.94K0.22%+387+5.0%Added–
PSXPHILLIPS 66 COMStock4,693$793.29K0.21%+147+3.2%AddedView
RKLBROCKET LAB CORPCOM7,765$789.31K0.21%+7,765NewView
FCXFREEPORT MCMORAN INC CL BStock12,488$785.37K0.21%+399+3.3%AddedView
CLSCELESTICA INC COMStock2,142$781.4K0.21%+2,142NewView
JNJJOHNSON & JOHNSON COMStock3,039$771.76K0.21%−212−6.5%ReducedView
ETNEATON CORP PLC SHSStock1,775$756.5K0.20%+1,775NewView

Sold out since Q1 2026 (14)

Positions held at the end of Q1 2026 that are no longer in this filing.

Veracity Capital LLC positions sold out since Q1 2026
SecurityClassShares, Q1 2026Value, Q1 2026% of portfolio, Q1 2026
HONHoneywell TechnologiesCOM3,465$783.28K0.28%
EMREMERSON ELEC CO COMStock5,497$720.24K0.26%
AVAVAEROVIRONMENT INCCOM2,879$527K0.19%
SYMSYMBOTIC INC CLASS A COMStock9,160$487.31K0.17%
SXCSUNCOKE ENERGY INCCOM70,896$461.53K0.16%
ISHARES TR464288877EAFE VALUE ETF4,519$335.99K0.12%
GPCGENUINE PARTS CO COMStock3,105$328.4K0.12%
ISHARES MSCI USA QUALITY FACTOR ETF46432F339ETF1,330$255.11K0.09%
INTUINTUIT COMStock545$235.82K0.08%
KGCKINROSS GOLD CORPCOM7,647$233.38K0.08%
PEPPEPSICO INC COMStock1,451$225.26K0.08%
CRMSALESFORCE INC COMStock1,180$220.22K0.08%
STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF81369Y803ETF1,560$207.26K0.07%
EQXEQUINOX GOLD CORPCOM13,508$195.33K0.07%

13F filings by quarter

Veracity Capital LLC 13F filings by quarter
QuarterFiledPositionsTotal valueChangesFiling
Q2 2026Jul 10, 2026223$370.39Mvs. Q1 2026SEC
Q1 2026Apr 9, 2026201$279.92Mvs. Q4 2025SEC
Q4 2025Jan 29, 2026235$337.19Mvs. Q3 2025SEC
Q3 2025Oct 8, 2025239$310.86Mvs. Q2 2025SEC
Q2 2025Jul 9, 2025238$288.12Mvs. Q1 2025SEC
Q1 2025Apr 10, 2025222$254.55Mvs. Q4 2024SEC
Q4 2024Jan 17, 2025223$274.76Mvs. Q3 2024SEC
Q3 2024Oct 18, 2024202$261.6Mvs. Q2 2024SEC
Q2 2024Jul 22, 2024193$239.65Mvs. Q1 2024SEC
Q1 2024Apr 19, 2024206$257.44Mvs. Q4 2023SEC
Q4 2023Jan 22, 2024206$248.64Mvs. Q3 2023SEC
Q3 2023Oct 25, 2023197$214.7Mvs. Q2 2023SEC
Q2 2023Jul 20, 2023216$234.86Mvs. Q1 2023SEC
Q1 2023Apr 6, 2023203$216.67Mvs. Q4 2022SEC
Q4 2022Jan 17, 2023193$208.62Mvs. Q3 2022SEC
Q3 2022Oct 17, 2022176$183.47Mvs. Q2 2022SEC
Q2 2022Jul 18, 2022184$187.86Mvs. Q1 2022SEC
Q1 2022Apr 18, 2022227$240.69Mvs. Q4 2021SEC
Q4 2021Jan 31, 2022236$248.65Mvs. Q3 2021SEC
Q3 2021Oct 13, 2021233$229.65Mvs. Q2 2021SEC
Q2 2021Aug 24, 2021Amended242$427.27Mvs. Q1 2021SEC
Q1 2021Sep 10, 2021Amended243$459.92M–SECSEC