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Valeo Financial Advisors

Latest statistics and disclosures from Valeo Financial Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPY, IJR, IJH, IEMG, PLD, and represent 33.92% of Valeo Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: PLD (+$51M), JCPB (+$12M), FBND (+$7.6M), VGIT (+$6.8M), XPEV (+$6.6M), VOO (+$5.2M), PULS, IWR, VCSH, TCBX.
Started 53 new stock positions in PNR, SHM, CIEN, FTEC, TSEM, LPLA, BSV, INDA, AGX, LPL.
Reduced shares in these 10 stocks: NVDA (-$21M), HEFA (-$17M), AAPL (-$15M), GOOGL (-$14M), MSFT (-$11M), IJR (-$10M), IJH (-$8.7M), AMZN (-$7.5M), SPY (-$7.0M), ESGU (-$6.9M).
Sold out of its positions in ACRS, AEG, A, ALB, AEE, AME, ANTX, APA, APO, AVB.
Valeo Financial Advisors was a net seller of stock by $-205M.
Valeo Financial Advisors has $4.2B in assets under management (AUM), dropping by -7.01%.
Central Index Key (CIK): 0001722641

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Portfolio Holdings for Valeo Financial Advisors

Valeo Financial Advisors holds 722 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Valeo Financial Advisors has 722 total positions. Only the first 250 positions are shown.

Sign up to view all of the Valeo Financial Advisors March 31, 2026 positions
Download the Valeo Financial Advisors March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr S&p 500 Etf Etf (SPY)	14.4	$601M		925k	650.34	View chart
Ishares S&p Smallcap 600 Etf Etf (IJR)	5.7	$239M	-4%	2.1M	112.81	View chart
Ishares Core S&p Mid Cap Etf Etf (IJH)	5.0	$210M	-3%	3.2M	65.24	View chart
Ishares Core Msci Emerging Mkts Etf (IEMG)	4.9	$206M		3.0M	69.75	View chart
Prologis Share Beneficial Int Reit (PLD)	3.9	$164M	+45%	1.2M	132.18	View chart
Ishares S&p 500 Index Etf (IVV)	3.8	$157M		320k	490.59	View chart
Apple Stock (AAPL)	3.2	$134M	-10%	528k	253.78	View chart
Jpmorgan Core Plus Bond Etf Etf (JCPB)	3.1	$128M	+10%	2.9M	44.09	View chart
Eli Lilly & Co Stock (LLY)	2.9	$121M	-3%	132k	919.76	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	2.7	$114M		592k	191.92	View chart
Vanguard Intermediate-term Treasury Etf Etf (VGIT)	2.6	$109M	+6%	2.0M	54.95	View chart
Nvidia Corp Stock (NVDA)	2.0	$84M	-19%	482k	174.38	View chart
Fidelity Total Bond Etf Etf (FBND)	2.0	$83M	+10%	1.9M	43.02	View chart
Ishares Core Msci Eafe Etf (IEFA)	1.7	$73M	+3%	1.1M	64.00	View chart
Vanguard S&p 500 Etf Etf (VOO)	1.6	$69M	+8%	115k	597.55	View chart
Vanguard Short Term Corp Bond Fd Etf Etf (VCSH)	1.6	$69M	+4%	925k	74.37	View chart
Microsoft Stock (MSFT)	1.6	$65M	-14%	177k	370.09	View chart
Ishares Msci Eafe Etf Etf (EFA)	1.4	$59M	-8%	609k	97.13	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	1.3	$54M	-4%	113k	479.19	View chart
Amazon.com Stock (AMZN)	1.3	$53M	-12%	255k	208.26	View chart
Google Stock (GOOGL)	1.3	$53M	-20%	183k	287.56	View chart
Jpmorgan Chase & Co Stock (JPM)	0.9	$39M	-8%	131k	294.15	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.9	$36M		560k	64.08	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.8	$35M		644k	54.05	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.8	$33M	-6%	115k	286.75	View chart
Pgim Ultra Short Bond Etf Etf (PULS)	0.7	$31M	+16%	617k	49.50	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.6	$26M		103k	248.00	View chart
Meta Platforms Inc Cl A Stock (META)	0.6	$25M	-15%	44k	572.05	View chart
Powershares Qqq Tr Etf (QQQ)	0.6	$25M	-18%	43k	577.18	View chart
Ishares Tr Russell Midcap Index Etf (IWR)	0.6	$24M	+17%	247k	97.23	View chart
Tesla Motors Stock (TSLA)	0.5	$20M	-7%	54k	371.74	View chart
Exxon Mobil Corp Stock (XOM)	0.4	$17M	-13%	102k	169.67	View chart
Broadcom Stock (AVGO)	0.4	$16M	-22%	52k	309.25	View chart
Caterpillar Stock (CAT)	0.4	$16M	-9%	22k	708.16	View chart
Visa Stock (V)	0.4	$15M	-17%	51k	302.23	View chart
Johnson & Johnson Stock (JNJ)	0.4	$15M	-14%	62k	244.44	View chart
Walmart Stock (WMT)	0.3	$14M	-23%	112k	124.28	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.3	$13M	+9%	42k	320.81	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.3	$13M	-5%	31k	426.40	View chart
Procter & Gamble Stock (PG)	0.3	$12M		84k	144.44	View chart
State Street Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)	0.3	$12M		249k	48.32	View chart
Taiwan Semiconductor Manufacturing Adr (TSM)	0.3	$12M	+5%	35k	337.95	View chart
Oracle Corporation Stock (ORCL)	0.3	$11M	-14%	77k	147.11	View chart
Merchants Bancorp Ind Stock (MBIN)	0.2	$10M	-3%	235k	42.91	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.2	$10M		47k	213.67	View chart
Abbvie Stock (ABBV)	0.2	$9.9M	-14%	46k	217.48	View chart
Mastercard Stock (MA)	0.2	$9.7M	-16%	20k	499.61	View chart
Rtx Corporation Stock (RTX)	0.2	$9.4M	-14%	49k	192.90	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	0.2	$9.3M	-7%	13.00	718140.00	View chart
Schwab Us Large Cap Growth Etf Etf (SCHG)	0.2	$9.3M		333k	27.91	View chart
Costco Wholesale Corp Stock (COST)	0.2	$9.3M	-16%	9.3k	996.40	View chart
Chevron Corporation Stock (CVX)	0.2	$9.2M	-9%	44k	206.92	View chart
Vanguard Growth Etf Etf (VUG)	0.2	$8.9M		20k	436.80	View chart
Bank Of Amer Corp Stock (BAC)	0.2	$8.7M	-18%	179k	48.74	View chart
Vanguard Large Cap Etf (VV)	0.2	$8.6M	+3%	29k	298.85	View chart
Jpmorgan Ultra-short Municipal Income Etf Etf (JMST)	0.2	$8.3M	+34%	164k	50.98	View chart
Lockheed Martin Corp Stock (LMT)	0.2	$8.1M	-10%	13k	604.37	View chart
Vanguard Mid Cap Etf (VO)	0.2	$7.7M	+4%	33k	235.89	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.2	$7.7M	+8%	147k	52.32	View chart
Vanguard Value Etf Etf (VTV)	0.2	$7.4M	+6%	48k	154.98	View chart
Technology Select Sector Spdr Etf (XLK)	0.2	$7.1M	+3%	53k	132.90	View chart
Pepsico Stock (PEP)	0.2	$7.0M	-16%	45k	155.29	View chart
Ishares Aggregate Bond Etf Etf (AGG)	0.2	$6.7M	+10%	67k	99.27	View chart
Mcdonalds Corp Stock (MCD)	0.2	$6.6M	-21%	21k	310.79	View chart
Xpeng Inc Ads Adr (XPEV)	0.2	$6.6M	NEW	386k	17.11	View chart
Amgen Stock (AMGN)	0.2	$6.6M	-10%	19k	351.85	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.2	$6.6M	-8%	45k	146.28	View chart
Goldman Sachs Group Stock (GS)	0.2	$6.6M	-8%	7.8k	846.01	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	0.2	$6.6M		116k	56.79	View chart
Vanguard Total World Stock Etf Etf (VT)	0.2	$6.6M		47k	138.32	View chart
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)	0.2	$6.6M	-3%	83k	78.66	View chart
Netflix Stock (NFLX)	0.2	$6.5M	-19%	67k	96.15	View chart
Merck & Co Stock (MRK)	0.2	$6.4M	-21%	53k	120.28	View chart
Citigroup Stock (C)	0.1	$6.2M	-16%	55k	113.41	View chart
Disney Walt Stock (DIS)	0.1	$6.0M	-13%	62k	96.37	View chart
Ishares Amt-free Muni Bond Etf Etf (MUB)	0.1	$5.8M		55k	106.15	View chart
Boeing Stock (BA)	0.1	$5.6M	-4%	28k	199.03	View chart
Cisco Sys Stock (CSCO)	0.1	$5.5M	-17%	71k	77.59	View chart
Coca Cola Stock (KO)	0.1	$5.5M	-28%	72k	76.05	View chart
Home Depot Stock (HD)	0.1	$5.4M	-37%	17k	328.89	View chart
Philip Morris Intl Stock (PM)	0.1	$5.2M	-25%	31k	165.34	View chart
Cummins Stock (CMI)	0.1	$5.2M	-13%	9.6k	538.02	View chart
At&t Stock (T)	0.1	$5.1M	+3%	177k	28.99	View chart
Schwab International Equity Etf Etf (SCHF)	0.1	$4.9M		198k	24.65	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.1	$4.9M		29k	165.31	View chart
American Express Stock (AXP)	0.1	$4.9M	-13%	16k	302.47	View chart
Deere & Co Stock (DE)	0.1	$4.8M	-8%	8.5k	563.28	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.1	$4.7M	+2%	61k	77.11	View chart
Ge Vernova Stock (GEV)	0.1	$4.5M	-27%	5.2k	872.98	View chart
Verizon Communications Stock (VZ)	0.1	$4.5M	-15%	90k	50.20	View chart
Ishares Gold Trust Etf Etf (IAU)	0.1	$4.5M	+30%	51k	88.16	View chart
Pfizer Stock (PFE)	0.1	$4.5M	-10%	159k	28.08	View chart
Fedex Corp Stock (FDX)	0.1	$4.4M	-7%	12k	356.17	View chart
Unitedhealth Group Stock (UNH)	0.1	$4.4M	-26%	16k	270.51	View chart
Ishares Tr Russell 1000 Index Etf Etf (IWB)	0.1	$4.3M	-3%	12k	356.55	View chart
Ge Aerospace Stock (GE)	0.1	$4.2M	-29%	15k	283.77	View chart
Vanguard Small Cap Etf Etf (VB)	0.1	$4.2M	-5%	16k	261.92	View chart
Palo Alto Networks Stock (PANW)	0.1	$4.1M	-9%	26k	160.21	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.1	$4.1M		36k	113.11	View chart
Intl Business Machines Stock (IBM)	0.1	$4.0M	-9%	17k	242.39	View chart
Energy Transfer Equity L P Com Unit Ltd Partnership Stock (ET)	0.1	$3.9M	+8%	205k	19.30	View chart
Vanguard Small-cap Growth Etf Etf (VBK)	0.1	$3.9M		13k	302.24	View chart
Spdr Gold Etf Etf (GLD)	0.1	$3.8M	-12%	8.9k	430.29	View chart
Salesforce Stock (CRM)	0.1	$3.8M	-33%	21k	186.67	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.1	$3.8M	+7%	76k	49.89	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.1	$3.8M	-11%	9.8k	390.41	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.1	$3.8M	-7%	18k	211.15	View chart
Ishares Dj Select Dividend Etf (DVY)	0.1	$3.7M		24k	151.41	View chart
Wells Fargo & Co Stock (WFC)	0.1	$3.7M	-19%	46k	79.61	View chart
Financial Select Sector Spdr Etf (XLF)	0.1	$3.6M		82k	44.36	View chart
Honeywell Intl Stock (HON)	0.1	$3.6M	-20%	16k	226.00	View chart
Enterprise Prods Partners Stock (EPD)	0.1	$3.6M		95k	37.84	View chart
Ishares Tr High Divid Equity Etf (HDV)	0.1	$3.4M		25k	135.72	View chart
Ishares Bitcoin Trust Etf Etf (IBIT)	0.1	$3.4M	+5%	87k	38.42	View chart
State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	0.1	$3.4M	+4%	34k	97.91	View chart
Eaton Corp Stock (ETN)	0.1	$3.3M	-17%	9.2k	357.47	View chart
Vanguard Information Technology Etf (VGT)	0.1	$3.3M		4.7k	697.66	View chart
Intel Corp Stock (INTC)	0.1	$3.3M	-18%	74k	44.13	View chart
Advanced Micro Devices Stock (AMD)	0.1	$3.2M	-19%	16k	203.43	View chart
Eldridge Bbb-b Clo Etf Etf (CLOZ)	0.1	$3.2M		124k	25.65	View chart
Asml Hldg Nv N Y Registry Adr (ASML)	0.1	$3.2M	-13%	2.4k	1320.72	View chart
Tjx Cos Stock (TJX)	0.1	$3.0M	-20%	19k	159.64	View chart
Schwab Strategic Tr Us Lrg Cap Etf Etf (SCHX)	0.1	$2.9M	-32%	114k	25.64	View chart
Applied Matls Stock (AMAT)	0.1	$2.8M	-21%	8.2k	341.80	View chart
Conocophillips Stock (COP)	0.1	$2.8M	-16%	21k	132.00	View chart
Union Pac Corp Stock (UNP)	0.1	$2.8M	-24%	12k	242.62	View chart
Charles Schwab Corp Stock (SCHW)	0.1	$2.7M	-19%	28k	93.97	View chart
Starbucks Corp Stock (SBUX)	0.1	$2.7M	-10%	30k	89.59	View chart
Abbott Laboratories Stock (ABT)	0.1	$2.6M	-24%	26k	102.67	View chart
Kimberly-clark Corp Stock (KMB)	0.1	$2.6M	+67%	27k	96.47	View chart
Cohen & Steers Real Estate Active Etf Etf (CSRE)	0.1	$2.6M	+69%	97k	26.28	View chart
Duke Energy Corp Stock (DUK)	0.1	$2.6M	-2%	20k	130.94	View chart
Fidelity Wise Origin Bitcoin Fund Etf (FBTC)	0.1	$2.5M	+14%	42k	59.03	View chart
Third Coast Bancshares Stock (TCBX)	0.1	$2.5M	NEW	65k	37.83	View chart
Micron Technology Stock (MU)	0.1	$2.4M	-44%	7.2k	337.82	View chart
Janus Henderson Aaa Clo Etf Etf (JAAA)	0.1	$2.4M	+63%	48k	50.37	View chart
United Parcel Service Stock (UPS)	0.1	$2.4M	-3%	25k	98.38	View chart
Consumer Discretionary Sel Sector Spdr Etf (XLY)	0.1	$2.4M		22k	108.98	View chart
Vanguard Short-term Treasury Etf Etf (VGSH)	0.1	$2.4M		41k	58.54	View chart
Vaneck Short Muni Etf Etf (SMB)	0.1	$2.4M	-12%	137k	17.30	View chart
Nextera Energy Stock (NEE)	0.1	$2.4M	-33%	25k	92.88	View chart
Equinix Reit (EQIX)	0.1	$2.3M	-10%	2.4k	980.10	View chart
Oakmark U.s. Large Cap Etf Etf (OAKM)	0.1	$2.3M	+17%	84k	27.57	View chart
Blackrock Stock (BLK)	0.1	$2.3M	-28%	2.4k	961.52	View chart
Phillips 66 Stock (PSX)	0.1	$2.3M	-15%	13k	182.18	View chart
Shopify Inc Cl A Sub Vtg Stock (SHOP)	0.1	$2.3M	+6%	19k	118.62	View chart
Morgan Stanley Stock (MS)	0.1	$2.3M	-20%	14k	164.57	View chart
Waste Management Stock (WM)	0.1	$2.3M	-12%	9.9k	229.79	View chart
Danaher Corp Stock (DHR)	0.1	$2.2M	-14%	12k	189.60	View chart
First Eagle Overseas Equity Etf Etf (FEOE)	0.1	$2.2M	+44%	44k	50.46	View chart
Ishares Silver Trust Etf Etf (SLV)	0.1	$2.2M	+2%	32k	68.14	View chart
Vertiv Holdings Co Com Cl A Stock (VRT)	0.1	$2.2M	-2%	8.7k	250.57	View chart
Lam Research Corp Stock (LRCX)	0.1	$2.2M	-38%	10k	213.66	View chart
General Dynamics Corp Stock (GD)	0.1	$2.2M	-22%	6.3k	343.18	View chart
Stryker Corp Stock (SYK)	0.1	$2.1M	-20%	6.4k	328.57	View chart
Energy Select Sector Spdr Etf (XLE)	0.1	$2.1M	-2%	35k	61.26	View chart
Proshares Ultra S&p 500 Etf (SSO)	0.0	$2.1M		40k	51.88	View chart
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)	0.0	$2.1M	-4%	75k	27.85	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.0	$2.1M	-15%	67k	30.68	View chart
Altria Group Stock (MO)	0.0	$2.1M	-24%	31k	65.99	View chart
Qualcomm Stock (QCOM)	0.0	$2.0M	-27%	16k	128.76	View chart
Ishares Tr S&p 1500 Index Etf (ITOT)	0.0	$2.0M		14k	142.43	View chart
Invesco Nasdaq 100 Etf Etf (QQQM)	0.0	$2.0M	+29%	8.3k	237.63	View chart
Mondelez Intl Inc Cl A Stock (MDLZ)	0.0	$2.0M	+22%	34k	57.64	View chart
Sapient Quality Select Etf Etf (SQS)	0.0	$1.9M	NEW	79k	24.40	View chart
Schwab Emerging Market Eq Etf Etf (SCHE)	0.0	$1.9M		57k	32.95	View chart
Schwab Us Mid-cap Etf Etf (SCHM)	0.0	$1.9M		61k	30.96	View chart
Ishares Russell Midcap Growth Etf Etf (IWP)	0.0	$1.8M		14k	128.12	View chart
Northrop Grumman Corp Stock (NOC)	0.0	$1.8M	-30%	2.7k	682.27	View chart
Norfolk Southern Crp Stock (NSC)	0.0	$1.8M	-15%	6.3k	287.01	View chart
Southern Stock (SO)	0.0	$1.8M	-4%	19k	96.52	View chart
Aflac Stock (AFL)	0.0	$1.8M	-2%	16k	109.71	View chart
Target Corp Stock (TGT)	0.0	$1.8M	-16%	15k	121.20	View chart
Nike Inc Class B Stock (NKE)	0.0	$1.8M	+27%	34k	52.82	View chart
Uber Technologies Stock (UBER)	0.0	$1.8M	-42%	25k	71.93	View chart
Bristol-myers Squibb Stock (BMY)	0.0	$1.8M	-7%	29k	60.65	View chart
Marathon Pete Corp Stock (MPC)	0.0	$1.7M	-17%	7.1k	244.19	View chart
Vanguard Core Tax-exempt Bond Etf Etf (VCRM)	0.0	$1.7M	+26%	23k	75.15	View chart
Ishares Tr Msci Acwiindex Etf (ACWI)	0.0	$1.7M	+2%	13k	138.37	View chart
Illinois Tool Wks Stock (ITW)	0.0	$1.7M	-13%	6.6k	260.31	View chart
Cvs Health Corp Stock (CVS)	0.0	$1.7M	-27%	24k	71.82	View chart
Lowes Cos Stock (LOW)	0.0	$1.7M	-29%	7.2k	236.16	View chart
Astrazeneca Plc- Spons Adr (AZN)	0.0	$1.7M	-56%	8.5k	197.08	View chart
Talkspace Stock (TALK)	0.0	$1.7M	-27%	324k	5.17	View chart
Snowflake Stock (SNOW)	0.0	$1.6M	-16%	11k	150.82	View chart
S&p Global Stock (SPGI)	0.0	$1.6M	-24%	3.8k	425.39	View chart
Csx Corp Stock (CSX)	0.0	$1.6M		39k	41.05	View chart
Capital Group International Focus Equity Etf Etf (CGXU)	0.0	$1.6M	+143%	55k	29.49	View chart
Valero Energy Corp Stock (VLO)	0.0	$1.6M	-16%	6.4k	247.11	View chart
Intuitive Surgical Stock (ISRG)	0.0	$1.6M	-30%	3.4k	460.97	View chart
Ishares Currency Hedged Msci Eafe Etf Etf (HEFA)	0.0	$1.6M	-91%	37k	42.49	View chart
Vertex Pharmaceuticals In Stock (VRTX)	0.0	$1.6M	-25%	3.5k	446.54	View chart
Dimensional International Value Etf Etf (DFIV)	0.0	$1.6M	+4%	30k	52.78	View chart
Royal Dutch Shell Plc- Adr (SHEL)	0.0	$1.6M	-24%	17k	93.00	View chart
Schwab Etfs- Us Small-cap Etf Etf (SCHA)	0.0	$1.5M	+6%	67k	22.96	View chart
Vanguard Energy Etf (VDE)	0.0	$1.5M	-7%	8.9k	173.04	View chart
Servicenow Stock (NOW)	0.0	$1.5M	-3%	15k	104.56	View chart
O Reilly Automotive Stock (ORLY)	0.0	$1.5M	-17%	17k	92.31	View chart
Blackstone Group Stock (BX)	0.0	$1.5M	-11%	13k	114.99	View chart
Vanguard S&p Small-cap 600 Etf Etf (VIOO)	0.0	$1.5M		13k	114.83	View chart
Ishares Msci Eafe Growth Index Etf Etf (EFG)	0.0	$1.5M		14k	111.37	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.0	$1.5M	+2%	6.9k	215.07	View chart
Ishares Semiconductor Etf Etf (SOXX)	0.0	$1.5M		4.5k	328.69	View chart
Corning Stock (GLW)	0.0	$1.5M		11k	135.97	View chart
Wisdomtree U.s. Largecap Dividend Fund Etf (DLN)	0.0	$1.5M		17k	89.33	View chart
Ishares Short Maturity Municipal Bond Active Etf Etf (MEAR)	0.0	$1.5M	-12%	29k	50.34	View chart
Vanguard Intermediate-term Tax-exempt Bond Etf Etf (VTEI)	0.0	$1.5M	+8%	15k	99.94	View chart
Hershey Stock (HSY)	0.0	$1.5M	-43%	7.0k	207.88	View chart
Quanta Services Stock (PWR)	0.0	$1.4M	-25%	2.6k	549.10	View chart
Industrial Select Sector Spdr Etf (XLI)	0.0	$1.4M		8.8k	161.74	View chart
Martin Marietta Matls Stock (MLM)	0.0	$1.4M	+165%	2.4k	588.74	View chart
Ares Management Corporation Cl A Com Stk Stock (ARES)	0.0	$1.4M	-2%	13k	109.10	View chart
Terre Haute First Financial Stock (THFF)	0.0	$1.4M		22k	63.20	View chart
Celestica Stock (CLS)	0.0	$1.4M		4.9k	281.69	View chart
Dimensional Us Marketwide Value Etf Etf (DFUV)	0.0	$1.4M		29k	48.46	View chart
Calumet Spclty Prdcts Prtnrs Stock (CLMT)	0.0	$1.4M		39k	35.90	View chart
Ishares Russell 2000 Growth Index Etf (IWO)	0.0	$1.4M	+3%	4.4k	313.83	View chart
Schwab Us Large Cap Value Etf Etf (SCHV)	0.0	$1.4M		45k	30.50	View chart
Ryder Sys Stock (R)	0.0	$1.3M		6.6k	204.71	View chart
Yum! Brands Stock (YUM)	0.0	$1.3M	-2%	8.7k	155.48	View chart
Analog Devices Stock (ADI)	0.0	$1.3M	-41%	4.2k	318.15	View chart
Simon Property Group Reit (SPG)	0.0	$1.3M	-14%	7.1k	186.52	View chart
Medtronic Stock (MDT)	0.0	$1.3M	-34%	15k	86.64	View chart
Vanguard Communication Services Etf Etf (VOX)	0.0	$1.3M		7.3k	179.84	View chart
Bloom Energy Corp Com Cl A Stock (BE)	0.0	$1.3M	+24%	9.7k	135.49	View chart
Thermo Fisher Scientific Stock (TMO)	0.0	$1.3M	-43%	2.7k	491.46	View chart
Emerson Elec Stock (EMR)	0.0	$1.3M	-28%	9.9k	131.02	View chart
Eldridge Aaa Clo Etf Etf (CLOX)	0.0	$1.3M		50k	25.57	View chart
Central Fund Of Canada Cef (CEF)	0.0	$1.3M	-2%	27k	47.72	View chart
Pnc Finl Svcs Group Stock (PNC)	0.0	$1.3M	-8%	6.0k	208.08	View chart
Colgate Palmolive Stock (CL)	0.0	$1.3M	+18%	15k	85.23	View chart
Dimensional U.s. Equity Market Etf Etf (DFUS)	0.0	$1.3M		18k	70.91	View chart
Elevance Health Inc Formerly A Stock (ELV)	0.0	$1.3M	+10%	4.3k	292.72	View chart
Marsh & Mclennan Cos Stock (MRSH)	0.0	$1.3M	+34%	7.2k	173.47	View chart
Laboratory Corp Of America Stock (LH)	0.0	$1.3M		4.7k	266.82	View chart
Vanguard High Dividend Yield Etf (VYM)	0.0	$1.2M	+16%	8.3k	148.10	View chart
Amphenol Corp Cl A Stock (APH)	0.0	$1.2M	-16%	9.7k	126.35	View chart
Occidental Pete Corp Stock (OXY)	0.0	$1.2M	+29%	19k	65.00	View chart
Ishares Russell 2000 Value Etf (IWN)	0.0	$1.2M	+4%	6.4k	189.59	View chart
Novartis Adr (NVS)	0.0	$1.2M	-26%	8.0k	152.74	View chart
Capital One Financial Corp Stock (COF)	0.0	$1.2M	-34%	6.7k	182.42	View chart
General Mills Stock (GIS)	0.0	$1.2M	+2%	33k	37.22	View chart
Linde Stock (LIN)	0.0	$1.2M	-42%	2.4k	495.71	View chart
First Trust Rising Dividend Achievers Etf Etf (RDVY)	0.0	$1.2M	+3%	18k	68.28	View chart
Travelers Companies Stock (TRV)	0.0	$1.2M	-18%	4.1k	291.67	View chart
BP Adr (BP)	0.0	$1.2M	-16%	25k	47.00	View chart
Rocket Lab Corp Stock (RKLB)	0.0	$1.2M	+3%	18k	64.22	View chart
Ishares Trust Russell 3000 Index Etf (IWV)	0.0	$1.2M	-78%	3.1k	370.68	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	0.0	$1.2M		16k	70.18	View chart
Marriott Intl Stock (MAR)	0.0	$1.1M	-37%	3.5k	327.11	View chart

Past Filings by Valeo Financial Advisors

SEC 13F filings are viewable for Valeo Financial Advisors going back to 2017

Valeo Financial Advisors 2026 Q1 filed May 8, 2026
Valeo Financial Advisors 2025 Q4 filed Feb. 4, 2026
Valeo Financial Advisors 2025 Q3 filed Nov. 3, 2025
Valeo Financial Advisors 2025 Q2 restated filed Sept. 12, 2025
Valeo Financial Advisors 2025 Q2 filed July 22, 2025
Valeo Financial Advisors 2025 Q1 filed April 30, 2025
Valeo Financial Advisors 2024 Q4 filed Jan. 30, 2025
Valeo Financial Advisors 2024 Q3 filed Oct. 10, 2024
Valeo Financial Advisors 2024 Q2 filed July 10, 2024
Valeo Financial Advisors 2024 Q1 restated filed April 25, 2024
Valeo Financial Advisors 2024 Q1 filed April 19, 2024
Valeo Financial Advisors 2023 Q4 filed Jan. 29, 2024
Valeo Financial Advisors 2023 Q3 filed Oct. 20, 2023
Valeo Financial Advisors 2023 Q2 filed July 14, 2023
Valeo Financial Advisors 2023 Q1 filed April 17, 2023
Valeo Financial Advisors 2022 Q4 filed Feb. 9, 2023

View all past filings

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