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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, IEMG, IJH, IVV, and represent 33.66% of Valeo Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: PULS (+$12M), ALK (+$10M), IEMG (+$8.1M), JCPB (+$7.5M), CRWD (+$6.8M), IVV (+$5.4M), SPCX, DFAS, IEFA, DFEV.
Started 67 new stock positions in MNZL, WDAY, VEEV, DFDV, AADX, A, TER, ULTA, ADSK, LDI.
Reduced shares in these 10 stocks: VCSH (-$23M), VGIT (-$16M), SPY (-$15M), JPM (-$5.9M), IJR, MUB, Dimensional Etf Trust, META, BRK.A, RSP.
Sold out of its positions in ADT, AGNC, AES, ARKQ, AFRM, ALGN, CBOE, CCJ, Dimensional Etf Trust, BROS.
Valeo Financial Advisors was a net buyer of stock by $14M.
Valeo Financial Advisors has $4.7B in assets under management (AUM), dropping by 0.08%.
Central Index Key (CIK): 0001722641

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Positions held by Valeo Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Valeo Financial Advisors

Valeo Financial Advisors holds 832 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Valeo Financial Advisors has 832 total positions. Only the first 250 positions are shown.

Sign up to view all of the Valeo Financial Advisors Sept. 30, 2026 positions
Download the Valeo Financial Advisors September 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	$682M	-2%	895k	762.63	View chart
Ishares S&p Smallcap 600 Etf Etf (IJR)	5.3	$253M		2.1M	120.60	View chart
Ishares Core Msci Emerging Mkts Etf (IEMG)	5.2	$249M	+3%	3.2M	78.49	View chart
Ishares Core S&p Mid Cap Etf Etf (IJH)	4.6	$218M		3.2M	68.90	View chart
Ishares S&p 500 Index Etf (IVV)	4.1	$194M	+2%	338k	574.70	View chart
Apple Stock (AAPL)	3.6	$170M		511k	333.01	View chart
Prologis Share Beneficial Int Reit (PLD)	3.4	$161M		1.2M	129.84	View chart
Eli Lilly & Co Stock (LLY)	3.2	$151M		130k	1157.08	View chart
Jpmorgan Core Plus Bond Etf Etf (JCPB)	3.0	$140M	+5%	3.3M	42.40	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	2.5	$119M	-2%	571k	208.02	View chart
Nvidia Corp Stock (NVDA)	2.4	$112M		488k	228.38	View chart
Microsoft Stock (MSFT)	2.0	$94M		183k	512.87	View chart
Vanguard S&p 500 Etf Etf (VOO)	1.8	$86M		123k	700.86	View chart
Ishares Core Msci Eafe Etf (IEFA)	1.8	$85M	+4%	1.2M	69.27	View chart
Fidelity Total Bond Etf Etf (FBND)	1.8	$84M	+3%	2.0M	40.77	View chart
Vanguard Intermediate-term Treasury Etf Etf (VGIT)	1.6	$77M	-17%	1.4M	53.46	View chart
Google Stock (GOOGL)	1.4	$66M	+2%	192k	344.08	View chart
Amazon.com Stock (AMZN)	1.3	$63M		254k	249.15	View chart
Ishares Msci Eafe Etf Etf (EFA)	1.3	$63M		601k	103.89	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	1.2	$57M	+2%	114k	497.96	View chart
Pgim Ultra Short Bond Etf Etf (PULS)	1.0	$45M	+35%	915k	49.46	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.9	$42M	+3%	599k	70.61	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.8	$38M		112k	340.71	View chart
Jpmorgan Chase & Co Stock (JPM)	0.8	$37M	-13%	113k	330.83	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.8	$36M	-4%	602k	59.31	View chart
Powershares Qqq Tr Etf (QQQ)	0.7	$31M	-2%	42k	739.78	View chart
Ishares Tr Russell Midcap Index Etf (IWR)	0.7	$31M	+8%	289k	106.71	View chart
Meta Platforms Inc Cl A Stock (META)	0.6	$30M	-9%	42k	725.21	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.6	$27M	-2%	98k	277.89	View chart
Caterpillar Stock (CAT)	0.6	$26M		33k	810.86	View chart
Tesla Motors Stock (TSLA)	0.5	$22M	+7%	62k	354.79	View chart
Vanguard Short Term Corp Bond Fd Etf Etf (VCSH)	0.5	$22M	-51%	283k	77.25	View chart
Broadcom Stock (AVGO)	0.5	$22M	+7%	61k	351.24	View chart
Visa Stock (V)	0.4	$19M		54k	359.37	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.4	$17M		139k	125.26	View chart
Johnson & Johnson Stock (JNJ)	0.4	$17M		63k	264.74	View chart
Exxonmobil Holdings Corp Stock (XOM)	0.3	$17M		101k	162.74	View chart
Taiwan Semiconductor Manufacturing Adr (TSM)	0.3	$15M		32k	456.19	View chart
Vanguard Morningstar Total Stock Market Etf Etf (VTI)	0.3	$14M	-8%	36k	374.24	View chart
Abbvie Stock (ABBV)	0.3	$13M	+2%	49k	261.59	View chart
State Street Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)	0.3	$13M		240k	52.86	View chart
Micron Technology Stock (MU)	0.3	$13M	+13%	12k	1065.09	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.3	$12M		49k	247.93	View chart
Walmart Stock (WMT)	0.2	$12M		113k	103.93	View chart
Oracle Corporation Stock (ORCL)	0.2	$12M	+5%	85k	137.30	View chart
Schwab Us Large Cap Growth Etf Etf (SCHG)	0.2	$12M		334k	34.41	View chart
Procter & Gamble Stock (PG)	0.2	$11M		78k	145.28	View chart
Vanguard Growth Etf Etf (VUG)	0.2	$11M		123k	90.11	View chart
Merchants Bancorp Ind Stock (MBIN)	0.2	$11M	-2%	222k	48.96	View chart
Mastercard Stock (MA)	0.2	$11M		19k	551.55	View chart
Alaska Air Group Stock (ALK)	0.2	$10M	NEW	259k	38.70	View chart
Vanguard Large Cap Etf (VV)	0.2	$10M		28k	351.85	View chart
Intel Corp Stock (INTC)	0.2	$9.8M		82k	120.23	View chart
Technology Select Sector Spdr Etf (XLK)	0.2	$9.7M	+3%	50k	195.75	View chart
Chevron Corporation Stock (CVX)	0.2	$9.5M	+2%	47k	204.21	View chart
Rtx Corporation Stock (RTX)	0.2	$9.5M		51k	185.65	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.2	$9.3M	+278%	35k	264.75	View chart
Palo Alto Networks Stock (PANW)	0.2	$9.0M		23k	397.11	View chart
Jpmorgan Ultra-short Municipal Income Etf Etf (JMST)	0.2	$8.6M	+2%	171k	50.56	View chart
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)	0.2	$8.5M	+7%	86k	99.08	View chart
Bank Of Amer Corp Stock (BAC)	0.2	$8.5M		156k	54.43	View chart
Vanguard Mid Cap Etf (VO)	0.2	$8.2M		110k	74.31	View chart
Merck & Co Stock (MRK)	0.2	$8.1M	+3%	56k	145.32	View chart
Advanced Micro Devices Stock (AMD)	0.2	$8.1M	+6%	13k	611.74	View chart
Vanguard Total World Stock Etf Etf (VT)	0.2	$8.1M	+2%	51k	157.85	View chart
Vanguard Value Etf Etf (VTV)	0.2	$8.0M		47k	169.73	View chart
Costco Wholesale Corp Stock (COST)	0.2	$8.0M	-4%	8.7k	910.46	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.2	$7.8M	-11%	42k	187.05	View chart
Cisco Sys Stock (CSCO)	0.2	$7.7M	-2%	71k	107.63	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	0.2	$7.5M	-2%	112k	66.79	View chart
Amgen Stock (AMGN)	0.2	$7.3M		17k	421.50	View chart
Goldman Sachs Group Stock (GS)	0.2	$7.3M		8.1k	900.33	View chart
Lockheed Martin Corp Stock (LMT)	0.1	$7.0M	+5%	14k	509.26	View chart
Coca Cola Stock (KO)	0.1	$6.9M	+2%	80k	86.08	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	0.1	$6.7M	-30%	9.00	747005.00	View chart
Philip Morris Intl Stock (PM)	0.1	$6.5M	+4%	34k	190.82	View chart
Deere & Co Stock (DE)	0.1	$6.4M	+7%	9.5k	671.53	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.1	$6.1M	-10%	129k	47.01	View chart
Space Exploration Techn Corp Class A Com Stk Stock (SPCX)	0.1	$6.0M	+275%	40k	150.86	View chart
Unitedhealth Group Stock (UNH)	0.1	$5.9M		16k	367.12	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.1	$5.8M		41k	142.26	View chart
Pepsico Stock (PEP)	0.1	$5.8M		45k	126.72	View chart
Disney Walt Stock (DIS)	0.1	$5.7M	-7%	54k	104.90	View chart
Citigroup Stock (C)	0.1	$5.6M	+2%	43k	129.48	View chart
Ishares Tr Russell 1000 Index Etf Etf (IWB)	0.1	$5.6M		13k	416.12	View chart
Schwab International Equity Etf Etf (SCHF)	0.1	$5.5M		202k	27.49	View chart
Ge Vernova Stock (GEV)	0.1	$5.4M	+2%	5.6k	950.46	View chart
Dimensional International Core Equity Market Etf Etf (DFAI)	0.1	$5.1M	+35%	124k	41.43	View chart
American Express Stock (AXP)	0.1	$5.1M		17k	304.10	View chart
Ishares Aggregate Bond Etf Etf (AGG)	0.1	$5.0M	-8%	53k	94.54	View chart
Pfizer Stock (PFE)	0.1	$4.9M		173k	28.52	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.1	$4.9M		58k	84.96	View chart
Netflix Stock (NFLX)	0.1	$4.9M	-3%	70k	69.58	View chart
Boeing Stock (BA)	0.1	$4.8M	-9%	26k	186.05	View chart
Cummins Stock (CMI)	0.1	$4.8M	-2%	9.3k	516.59	View chart
Asml Hldg Nv N Y Registry Adr (ASML)	0.1	$4.8M	+3%	2.7k	1811.61	View chart
Vanguard Information Technology Etf (VGT)	0.1	$4.8M		38k	125.67	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.1	$4.8M	-5%	28k	172.23	View chart
Salesforce Stock (CRM)	0.1	$4.5M		20k	229.57	View chart
Ge Aerospace Stock (GE)	0.1	$4.5M	+2%	14k	312.28	View chart
Mcdonalds Corp Stock (MCD)	0.1	$4.5M	-5%	19k	230.94	View chart
Ishares Tr S&p 1500 Index Etf (ITOT)	0.1	$4.4M	+13%	26k	166.28	View chart
Vanguard Morningstar Small-cap Growth Etf Etf (VBK)	0.1	$4.3M	-2%	13k	337.83	View chart
Marvell Technology Group Stock (MRVL)	0.1	$4.2M	+17%	16k	264.21	View chart
Energy Transfer Equity L P Com Unit Ltd Partnership Stock (ET)	0.1	$4.2M	+2%	214k	19.77	View chart
Eaton Corp Stock (ETN)	0.1	$4.2M		9.8k	429.76	View chart
State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	0.1	$4.2M		34k	123.08	View chart
Invesco Nasdaq 100 Etf Etf (QQQM)	0.1	$4.2M	+25%	14k	304.64	View chart
Ishares Bitcoin Trust Etf Etf (IBIT)	0.1	$4.2M		88k	47.34	View chart
Dfa Invt Dimensions Group Inc U.s. Sml Cp Port Etf (DFAS)	0.1	$4.1M	NEW	53k	77.42	View chart
Home Depot Stock (HD)	0.1	$4.1M	-6%	15k	284.50	View chart
Applied Matls Stock (AMAT)	0.1	$4.0M	+11%	7.9k	511.39	View chart
Verizon Communications Stock (VZ)	0.1	$3.9M		86k	45.87	View chart
At&t Stock (T)	0.1	$3.9M		159k	24.40	View chart
Dimensional Emerging Markets Value Etf Etf (DFEV)	0.1	$3.7M	NEW	88k	42.40	View chart
Xpeng Inc Ads Adr (XPEV)	0.1	$3.7M		387k	9.56	View chart
State Street Spdr S&p Global Natural Resources Etf Etf (GNR)	0.1	$3.7M	NEW	50k	73.97	View chart
Lam Research Corp Stock (LRCX)	0.1	$3.7M	+8%	11k	328.51	View chart
Vanguard Small Cap Etf Etf (VB)	0.1	$3.7M	-18%	13k	284.49	View chart
Financial Select Sector Spdr Etf (XLF)	0.1	$3.6M	-4%	76k	47.56	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.1	$3.6M	+6%	76k	47.36	View chart
Wells Fargo & Co Stock (WFC)	0.1	$3.6M		45k	80.05	View chart
Fedex Corp Stock (FDX)	0.1	$3.6M		13k	285.10	View chart
Intl Business Machines Stock (IBM)	0.1	$3.6M	+3%	16k	219.92	View chart
Ishares Dj Select Dividend Etf (DVY)	0.1	$3.4M	-6%	23k	152.07	View chart
Ishares Tr High Divid Equity Etf (HDV)	0.1	$3.4M		123k	27.96	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.1	$3.4M	-16%	15k	228.28	View chart
Phillips 66 Stock (PSX)	0.1	$3.3M	+2%	13k	255.31	View chart
Third Coast Bancshares Stock (TCBX)	0.1	$3.3M		79k	42.39	View chart
Dell Technologies Inc Cl C Stock (DELL)	0.1	$3.3M		6.2k	537.99	View chart
Enterprise Prods Partners Stock (EPD)	0.1	$3.3M		92k	35.61	View chart
Eldridge Bbb-b Clo Etf Etf (CLOZ)	0.1	$3.3M		124k	26.30	View chart
Valero Energy Corp Stock (VLO)	0.1	$3.2M	+3%	8.3k	387.59	View chart
Union Pac Corp Stock (UNP)	0.1	$3.2M		12k	272.12	View chart
Snowflake Stock (SNOW)	0.1	$3.1M	+7%	9.2k	339.55	View chart
State Street Spdr S&p Biotech Etf Etf (XBI)	0.1	$3.0M	+159%	19k	157.68	View chart
Fidelity Wise Origin Bitcoin Fund Etf (FBTC)	0.1	$3.0M	+5%	41k	72.64	View chart
Qualcomm Stock (QCOM)	0.1	$2.9M	-4%	16k	184.05	View chart
Spdr Gold Etf Etf (GLD)	0.1	$2.9M	+2%	7.6k	380.85	View chart
Tjx Cos Stock (TJX)	0.1	$2.8M	+10%	22k	132.33	View chart
Blackrock Stock (BLK)	0.1	$2.8M		2.7k	1058.41	View chart
Charles Schwab Corp Stock (SCHW)	0.1	$2.8M	+2%	29k	97.75	View chart
Cohen & Steers Real Estate Active Etf Etf (CSRE)	0.1	$2.8M	+6%	105k	26.70	View chart
Proshares Ultra S&p 500 Etf (SSO)	0.1	$2.8M		40k	69.33	View chart
Vanguard Long-term Tax-exempt Bond Etf Etf (VTEL)	0.1	$2.7M	NEW	28k	96.08	View chart
Morgan Stanley Stock (MS)	0.1	$2.7M		14k	188.08	View chart
Oakmark U.s. Large Cap Etf Etf (OAKM)	0.1	$2.7M	+11%	92k	29.36	View chart
First Eagle Overseas Equity Etf Etf (FEOE)	0.1	$2.7M	+14%	50k	53.77	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.1	$2.7M	+3%	82k	32.53	View chart
Marathon Pete Corp Stock (MPC)	0.1	$2.7M	-7%	6.7k	395.44	View chart
Dimensional International Value Etf Etf (DFIV)	0.1	$2.6M	+14%	47k	55.86	View chart
Abbott Laboratories Stock (ABT)	0.1	$2.6M		27k	98.83	View chart
Schwab Strategic Tr Us Lrg Cap Etf Etf (SCHX)	0.1	$2.6M		87k	30.00	View chart
Shopify Inc Cl A Sub Vtg Stock (SHOP)	0.1	$2.6M	-12%	17k	148.30	View chart
Starbucks Corp Stock (SBUX)	0.1	$2.5M	-3%	27k	93.96	View chart
Equinix Reit (EQIX)	0.1	$2.5M		2.5k	1011.68	View chart
Target Corp Stock (TGT)	0.1	$2.5M	-12%	16k	156.69	View chart
Conocophillips Stock (COP)	0.1	$2.5M	-3%	20k	125.15	View chart
Vertiv Holdings Co Com Cl A Stock (VRT)	0.1	$2.5M	+3%	10k	241.30	View chart
Danaher Corp Stock (DHR)	0.1	$2.5M		11k	221.55	View chart
Ishares Semiconductor Etf Etf (SOXX)	0.1	$2.4M	-2%	4.2k	568.59	View chart
United Parcel Service Stock (UPS)	0.1	$2.4M		26k	93.44	View chart
Vanguard Core Tax-exempt Bond Etf Etf (VCRM)	0.0	$2.4M	+35%	33k	71.57	View chart
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)	0.0	$2.4M		75k	31.47	View chart
Sandisk Corp Stock (SNDK)	0.0	$2.4M	+27%	1.4k	1739.80	View chart
Consumer Discretionary Sel Sector Spdr Etf (XLY)	0.0	$2.3M		22k	108.84	View chart
Vanguard Intermediate-term Tax-exempt Bond Etf Etf (VTEI)	0.0	$2.3M	+73%	25k	95.35	View chart
Kimberly-clark Corp Stock (KMB)	0.0	$2.3M	-4%	23k	97.43	View chart
Bristol-myers Squibb Stock (BMY)	0.0	$2.3M	+21%	36k	62.40	View chart
Analog Devices Stock (ADI)	0.0	$2.2M	+2%	5.7k	396.70	View chart
Vaneck Short Muni Etf Etf (SMB)	0.0	$2.2M		131k	16.92	View chart
Arista Networks Stock (ANET)	0.0	$2.2M	+2%	11k	203.58	View chart
Bloom Energy Corp Com Cl A Stock (BE)	0.0	$2.2M	+51%	7.9k	276.97	View chart
General Dynamics Corp Stock (GD)	0.0	$2.2M	+2%	6.6k	331.84	View chart
Nextera Energy Stock (NEE)	0.0	$2.2M	+9%	29k	75.74	View chart
Ishares Tr Msci Acwiindex Etf (ACWI)	0.0	$2.1M	+5%	14k	158.76	View chart
Schwab Emerging Market Eq Etf Etf (SCHE)	0.0	$2.1M	-2%	58k	36.45	View chart
Schwab Us Mid-cap Etf Etf (SCHM)	0.0	$2.1M	+5%	62k	34.02	View chart
Energy Select Sector Spdr Etf (XLE)	0.0	$2.1M		34k	61.50	View chart
Waste Management Stock (WM)	0.0	$2.1M		10k	203.93	View chart
Servicenow Stock (NOW)	0.0	$2.1M	+10%	15k	134.01	View chart
Ishares Russell Midcap Growth Etf Etf (IWP)	0.0	$2.1M		15k	137.68	View chart
Thermo Fisher Scientific Stock (TMO)	0.0	$2.0M	+11%	3.0k	675.10	View chart
Calumet Spclty Prdcts Prtnrs Stock (CLMT)	0.0	$2.0M	+2%	39k	52.38	View chart
Celestica Stock (CLS)	0.0	$2.0M	-15%	5.5k	361.42	View chart
Seagate Technology Stock (STX)	0.0	$2.0M	+4%	2.1k	922.29	View chart
Fortinet Stock (FTNT)	0.0	$2.0M	-2%	11k	178.74	View chart
Vertex Pharmaceuticals In Stock (VRTX)	0.0	$2.0M		3.7k	522.79	View chart
Dimensional Us Marketwide Value Etf Etf (DFUV)	0.0	$1.9M	+23%	35k	55.00	View chart
Blackstone Group Stock (BX)	0.0	$1.9M	+12%	17k	112.09	View chart
Etfs Precious Metalsbasket Tr Etfs Physical Pm Basket Etf (GLTR)	0.0	$1.9M	NEW	10k	186.30	View chart
Capital Group International Focus Equity Etf Etf (CGXU)	0.0	$1.9M	+8%	56k	34.29	View chart
Ishares Russell 2000 Growth Index Etf (IWO)	0.0	$1.9M	+4%	5.3k	356.91	View chart
Duke Energy Corp Stock (DUK)	0.0	$1.9M	+2%	17k	114.01	View chart
Norfolk Southern Crp Stock (NSC)	0.0	$1.9M		6.1k	309.01	View chart
Csx Corp Stock (CSX)	0.0	$1.9M		40k	46.51	View chart
Cvs Health Corp Stock (CVS)	0.0	$1.9M	-10%	22k	85.69	View chart
Ishares Global Infrastructure Etf Etf (IGF)	0.0	$1.9M	+39%	30k	61.56	View chart
Aflac Stock (AFL)	0.0	$1.8M	-4%	16k	111.78	View chart
Texas Instrs Stock (TXN)	0.0	$1.8M	-3%	6.3k	280.10	View chart
Altria Group Stock (MO)	0.0	$1.8M	-4%	26k	67.34	View chart
Illinois Tool Wks Stock (ITW)	0.0	$1.7M	+2%	6.8k	257.30	View chart
Astrazeneca Plc- Spons Adr (AZN)	0.0	$1.7M	+9%	11k	161.48	View chart
Elevance Health Inc Formerly A Stock (ELV)	0.0	$1.7M	-4%	4.5k	388.84	View chart
Automatic Data Processing Stock (ADP)	0.0	$1.7M	+2%	6.7k	258.08	View chart
Royal Dutch Shell Plc- Adr (SHEL)	0.0	$1.7M	+8%	18k	95.05	View chart
Ishares Msci Eafe Growth Index Etf Etf (EFG)	0.0	$1.7M		14k	119.83	View chart
Linde Stock (LIN)	0.0	$1.7M	+8%	3.5k	474.71	View chart
Terre Haute First Financial Stock (THFF)	0.0	$1.6M		22k	73.90	View chart
Ishares Gold Trust Etf Etf (IAU)	0.0	$1.6M	-55%	21k	78.10	View chart
Quanta Services Stock (PWR)	0.0	$1.6M	-4%	2.5k	642.63	View chart
Schwab Etfs- Us Small-cap Etf Etf (SCHA)	0.0	$1.6M	-3%	64k	25.42	View chart
Corning Stock (GLW)	0.0	$1.6M	-5%	11k	153.76	View chart
Uber Technologies Stock (UBER)	0.0	$1.6M		24k	68.51	View chart
Ishares Currency Hedged Msci Eafe Etf Etf (HEFA)	0.0	$1.6M	-6%	35k	46.39	View chart
Southern Stock (SO)	0.0	$1.6M	-3%	20k	82.89	View chart
Ares Management Corporation Cl A Com Stk Stock (ARES)	0.0	$1.6M		14k	116.17	View chart
Wisdomtree U.s. Largecap Dividend Fund Etf (DLN)	0.0	$1.6M		17k	97.20	View chart
Medtronic Stock (MDT)	0.0	$1.6M	+11%	18k	86.40	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.0	$1.6M		6.8k	233.33	View chart
Travelers Companies Stock (TRV)	0.0	$1.6M	+3%	4.5k	356.53	View chart
Glaukos Corp Stock (GKOS)	0.0	$1.6M	-2%	9.7k	164.19	View chart
Emerson Elec Stock (EMR)	0.0	$1.6M	+7%	10k	155.10	View chart
Amphenol Corp Cl A Stock (APH)	0.0	$1.6M	+120%	19k	84.30	View chart
Ishares Amt-free Muni Bond Etf Etf (MUB)	0.0	$1.6M	-73%	16k	101.10	View chart
Moderna Stock (MRNA)	0.0	$1.6M	+9%	8.1k	192.57	View chart
Mondelez Intl Inc Cl A Stock (MDLZ)	0.0	$1.6M	-15%	27k	57.82	View chart
Simon Property Group Reit (SPG)	0.0	$1.6M	+2%	7.8k	200.77	View chart
Jpmorgan Municipal Etf Etf (JMUB)	0.0	$1.6M	NEW	33k	47.58	View chart
Pgim Aaa Clo Etf Etf (PAAA)	0.0	$1.5M	NEW	30k	51.29	View chart
Vanguard Short-term Treasury Etf Etf (VGSH)	0.0	$1.5M	-26%	27k	57.56	View chart
Ryder Sys Stock (R)	0.0	$1.5M		6.7k	227.86	View chart
Schwab Us Large Cap Value Etf Etf (SCHV)	0.0	$1.5M		46k	33.31	View chart
Kla-tencor Corp Stock (KLAC)	0.0	$1.5M	+22%	7.6k	195.00	View chart
Ishares Russell 2000 Value Etf (IWN)	0.0	$1.5M		7.0k	209.44	View chart
Dimensional U.s. Equity Market Etf Etf (DFUS)	0.0	$1.5M		18k	83.03	View chart
First Trust Rising Dividend Achievers Etf Etf (RDVY)	0.0	$1.5M	-2%	19k	78.29	View chart
Martin Marietta Matls Stock (MLM)	0.0	$1.5M	+5%	3.1k	479.81	View chart
S&p Global Stock (SPGI)	0.0	$1.5M	+6%	3.7k	394.52	View chart
Gilead Sciences Stock (GILD)	0.0	$1.5M	+17%	9.8k	149.05	View chart
Stryker Corp Stock (SYK)	0.0	$1.5M	-18%	5.3k	275.41	View chart
Capital One Financial Corp Stock (COF)	0.0	$1.5M	+4%	7.5k	193.06	View chart
O Reilly Automotive Stock (ORLY)	0.0	$1.5M		17k	85.41	View chart
Northern Trust Global Quality Real Estate Etf Etf (GQRE)	0.0	$1.5M		24k	59.45	View chart
Pnc Finl Svcs Group Stock (PNC)	0.0	$1.4M	+5%	6.5k	222.26	View chart
Ishares Silver Trust Etf Etf (SLV)	0.0	$1.4M		26k	54.51	View chart
Vanguard Energy Etf (VDE)	0.0	$1.4M	-4%	8.4k	172.15	View chart
Vanguard S&p Small-cap 600 Etf Etf (VIOO)	0.0	$1.4M		11k	126.52	View chart
Marriott Intl Stock (MAR)	0.0	$1.4M	-5%	4.0k	355.67	View chart
Vanguard High Dividend Yield Etf (VYM)	0.0	$1.4M		9.0k	155.21	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 Q3 filed Oct. 8, 2026
Valeo Financial Advisors 2026 Q2 filed July 8, 2026
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

View all past filings

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