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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 34.36% of Valeo Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: Exxon Mobil Corp (+$14M), IWF (+$13M), CAT (+$12M), JCPB (+$9.7M), IEMG (+$8.9M), VUG (+$8.8M), VO (+$5.8M), IVV, VOO, VGT.
Started 126 new stock positions in NET, OKTA, LALT, EPI, ARKK, IDUB, UNM, RITM, FTV, CRSP.
Reduced shares in these 10 stocks: VCSH (-$24M), , VGIT (-$14M), SPY (-$8.1M), Honeywell International, AAPL, SQS, AMD, C, LLY.
Sold out of its positions in SQS, ABTC, AWK, NLY, ADSK, BJ, CTRA, CCI, Dupont De Nemours, EVO.
Valeo Financial Advisors was a net buyer of stock by $89M.
Valeo Financial Advisors has $4.7B in assets under management (AUM), dropping by 13.22%.
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 809 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Valeo Financial Advisors has 809 total positions. Only the first 250 positions are shown.

Sign up to view all of the Valeo Financial Advisors June 30, 2026 positions
Download the Valeo Financial Advisors June 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		914k	746.77	View chart
Ishares S&p Smallcap 600 Etf Etf (IJR)	5.9	$282M		2.1M	131.76	View chart
Ishares Core Msci Emerging Mkts Etf (IEMG)	5.2	$246M	+3%	3.1M	80.02	View chart
Ishares Core S&p Mid Cap Etf Etf (IJH)	5.0	$236M		3.2M	73.87	View chart
Ishares S&p 500 Index Etf (IVV)	3.9	$183M	+2%	329k	556.67	View chart
Prologis Share Beneficial Int Reit (PLD)	3.5	$168M		1.2M	135.47	View chart
Eli Lilly & Co Stock (LLY)	3.3	$156M		130k	1199.43	View chart
Apple Stock (AAPL)	3.1	$149M	-2%	516k	289.35	View chart
Jpmorgan Core Plus Bond Etf Etf (JCPB)	2.9	$138M	+7%	3.1M	44.17	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	2.6	$124M		584k	212.77	View chart
Nvidia Corp Stock (NVDA)	2.1	$97M		487k	200.08	View chart
Vanguard Intermediate-term Treasury Etf Etf (VGIT)	2.0	$93M	-12%	1.7M	53.78	View chart
Fidelity Total Bond Etf Etf (FBND)	1.8	$85M	+2%	2.0M	42.97	View chart
Vanguard S&p 500 Etf Etf (VOO)	1.8	$84M	+5%	122k	686.81	View chart
Ishares Core Msci Eafe Etf (IEFA)	1.7	$79M	+3%	1.2M	67.83	View chart
Microsoft Stock (MSFT)	1.4	$67M		180k	372.99	View chart
Google Stock (GOOGL)	1.4	$67M	+2%	188k	357.37	View chart
Ishares Msci Eafe Etf Etf (EFA)	1.3	$63M		609k	103.88	View chart
Amazon.com Stock (AMZN)	1.3	$60M		252k	238.34	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	1.2	$56M		111k	500.38	View chart
Jpmorgan Chase & Co Stock (JPM)	0.9	$43M		131k	327.33	View chart
Vanguard Short Term Corp Bond Fd Etf Etf (VCSH)	0.9	$42M	-37%	583k	71.27	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.9	$41M	+3%	578k	71.25	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.8	$40M		113k	353.31	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.8	$38M	-2%	628k	59.69	View chart
Caterpillar Stock (CAT)	0.7	$35M	+50%	33k	1064.74	View chart
Pgim Ultra Short Bond Etf Etf (PULS)	0.7	$34M	+9%	676k	49.55	View chart
Powershares Qqq Tr Etf (QQQ)	0.7	$32M		43k	736.39	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.6	$30M	-2%	100k	300.45	View chart
Ishares Tr Russell Midcap Index Etf (IWR)	0.6	$30M	+8%	267k	110.32	View chart
Meta Platforms Inc Cl A Stock (META)	0.5	$26M	+4%	46k	563.28	View chart
Tesla Motors Stock (TSLA)	0.5	$24M	+7%	58k	420.60	View chart
Broadcom Stock (AVGO)	0.5	$22M	+8%	57k	377.67	View chart
Visa Stock (V)	0.4	$18M	+4%	54k	343.08	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.4	$17M	+343%	139k	124.17	View chart
Johnson & Johnson Stock (JNJ)	0.3	$16M		63k	253.97	View chart
Taiwan Semiconductor Manufacturing Adr (TSM)	0.3	$15M	-9%	32k	477.57	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.3	$15M	-5%	39k	370.04	View chart
State Street Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)	0.3	$14M	-3%	241k	57.67	View chart
Exxonmobil Holdings Corp Stock	0.3	$14M	NEW	100k	136.72	View chart
Walmart Stock (WMT)	0.3	$13M		111k	113.26	View chart
Abbvie Stock (ABBV)	0.3	$12M	+5%	48k	251.64	View chart
Micron Technology Stock (MU)	0.3	$12M	+44%	10k	1154.24	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.2	$12M	+3%	49k	242.43	View chart
Oracle Corporation Stock (ORCL)	0.2	$12M	+4%	81k	146.55	View chart
Procter & Gamble Stock (PG)	0.2	$12M	-6%	78k	146.64	View chart
Merchants Bancorp Ind Stock (MBIN)	0.2	$11M	-3%	227k	50.00	View chart
Intel Corp Stock (INTC)	0.2	$11M	+9%	81k	139.63	View chart
Schwab Us Large Cap Growth Etf Etf (SCHG)	0.2	$11M		334k	32.41	View chart
Vanguard Growth Etf Etf (VUG)	0.2	$11M	+500%	122k	86.14	View chart
Mastercard Stock (MA)	0.2	$10M		20k	513.58	View chart
Vanguard Large Cap Etf (VV)	0.2	$9.8M		29k	343.91	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	0.2	$9.7M		13.00	748850.00	View chart
Rtx Corporation Stock (RTX)	0.2	$9.7M	+4%	51k	189.73	View chart
Technology Select Sector Spdr Etf (XLK)	0.2	$9.1M	-10%	48k	190.52	View chart
Bank Of Amer Corp Stock (BAC)	0.2	$8.9M	-12%	156k	56.98	View chart
Costco Wholesale Corp Stock (COST)	0.2	$8.6M		9.2k	935.59	View chart
Cisco Sys Stock (CSCO)	0.2	$8.6M	+3%	73k	117.46	View chart
Jpmorgan Ultra-short Municipal Income Etf Etf (JMST)	0.2	$8.5M		167k	51.00	View chart
Vanguard Mid Cap Etf (VO)	0.2	$8.3M	+235%	109k	76.31	View chart
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)	0.2	$8.2M	-3%	80k	102.30	View chart
Vanguard Value Etf Etf (VTV)	0.2	$8.2M		48k	171.72	View chart
Goldman Sachs Group Stock (GS)	0.2	$8.1M	+2%	8.0k	1011.41	View chart
Palo Alto Networks Stock (PANW)	0.2	$7.9M	-10%	23k	340.84	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	0.2	$7.8M		114k	68.41	View chart
Vanguard Total World Stock Etf Etf (VT)	0.2	$7.8M	+5%	50k	156.95	View chart
Chevron Corporation Stock (CVX)	0.2	$7.6M	+2%	46k	165.77	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.2	$7.4M	-2%	143k	51.63	View chart
Advanced Micro Devices Stock (AMD)	0.2	$7.2M	-21%	12k	580.89	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.1	$7.1M	-5%	9.2k	763.12	View chart
Merck & Co Stock (MRK)	0.1	$7.0M		54k	128.50	View chart
Cummins Stock (CMI)	0.1	$6.9M		9.6k	713.21	View chart
Unitedhealth Group Stock (UNH)	0.1	$6.7M		16k	415.67	View chart
Lockheed Martin Corp Stock (LMT)	0.1	$6.7M		13k	509.43	View chart
Ge Vernova Stock (GEV)	0.1	$6.5M	+5%	5.5k	1174.78	View chart
Ishares Amt-free Muni Bond Etf Etf (MUB)	0.1	$6.4M	+7%	59k	107.62	View chart
Coca Cola Stock (KO)	0.1	$6.3M	+8%	78k	81.27	View chart
Amgen Stock (AMGN)	0.1	$6.3M	-7%	17k	362.12	View chart
Boeing Stock (BA)	0.1	$6.2M	+3%	29k	216.47	View chart
Pepsico Stock (PEP)	0.1	$6.1M		45k	135.40	View chart
Citigroup Stock (C)	0.1	$5.9M	-22%	42k	139.96	View chart
Philip Morris Intl Stock (PM)	0.1	$5.9M	+4%	33k	180.91	View chart
American Express Stock (AXP)	0.1	$5.7M	+5%	17k	338.26	View chart
Ishares Aggregate Bond Etf Etf (AGG)	0.1	$5.7M	-14%	58k	98.98	View chart
Schwab International Equity Etf Etf (SCHF)	0.1	$5.7M	+3%	204k	27.68	View chart
Disney Walt Stock (DIS)	0.1	$5.6M	-5%	59k	96.26	View chart
Deere & Co Stock (DE)	0.1	$5.6M	+4%	8.8k	634.36	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.1	$5.6M	+11%	41k	137.53	View chart
Mcdonalds Corp Stock (MCD)	0.1	$5.5M	-4%	21k	270.31	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.1	$5.5M	+5%	47k	116.67	View chart
Ishares Tr Russell 1000 Index Etf Etf (IWB)	0.1	$5.5M	+10%	13k	409.51	View chart
Home Depot Stock (HD)	0.1	$5.4M	-6%	15k	352.69	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.1	$5.4M		29k	184.43	View chart
Ge Aerospace Stock (GE)	0.1	$5.2M	-5%	14k	373.73	View chart
Netflix Stock (NFLX)	0.1	$5.2M	+7%	73k	71.40	View chart
Xpeng Inc Ads Adr (XPEV)	0.1	$5.1M		387k	13.24	View chart
Asml Hldg Nv N Y Registry Adr (ASML)	0.1	$5.1M	+6%	2.6k	1989.73	View chart
Applied Matls Stock (AMAT)	0.1	$5.1M	-14%	7.1k	722.97	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.1	$4.9M	-5%	58k	85.49	View chart
Vanguard Small-cap Growth Etf Etf (VBK)	0.1	$4.8M		13k	365.70	View chart
Vanguard Small Cap Etf Etf (VB)	0.1	$4.8M		16k	303.12	View chart
Vanguard Information Technology Etf (VGT)	0.1	$4.6M	+711%	38k	119.52	View chart
Lam Research Corp Stock (LRCX)	0.1	$4.5M		10k	433.31	View chart
Intl Business Machines Stock (IBM)	0.1	$4.4M	-5%	16k	281.21	View chart
Eaton Corp Stock (ETN)	0.1	$4.2M	+6%	9.8k	425.84	View chart
Pfizer Stock (PFE)	0.1	$4.1M	+6%	169k	24.08	View chart
State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	0.1	$4.1M		34k	118.99	View chart
Marvell Technology Group Stock (MRVL)	0.1	$4.1M	+108%	14k	297.89	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.1	$4.0M		18k	227.06	View chart
Energy Transfer Equity L P Com Unit Ltd Partnership Stock (ET)	0.1	$4.0M	+2%	209k	19.12	View chart
Fedex Corp Stock (FDX)	0.1	$3.9M		12k	313.12	View chart
Financial Select Sector Spdr Etf (XLF)	0.1	$3.8M	-2%	80k	48.01	View chart
Ishares Tr S&p 1500 Index Etf (ITOT)	0.1	$3.8M	+66%	23k	164.27	View chart
Ishares Dj Select Dividend Etf (DVY)	0.1	$3.8M		24k	156.30	View chart
Dimensional International Core Equity Market Etf Etf (DFAI)	0.1	$3.8M	+1660%	91k	41.25	View chart
Wells Fargo & Co Stock (WFC)	0.1	$3.7M		45k	82.64	View chart
Verizon Communications Stock (VZ)	0.1	$3.7M	-3%	87k	42.34	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.1	$3.6M	-6%	72k	50.58	View chart
Dimensional U.s. Small Cap Etf Etf (DFAS)	0.1	$3.6M	+235%	44k	82.34	View chart
Ishares Gold Trust Etf Etf (IAU)	0.1	$3.6M	-7%	47k	75.51	View chart
Enterprise Prods Partners Stock (EPD)	0.1	$3.4M		93k	36.76	View chart
Ishares Tr High Divid Equity Etf (HDV)	0.1	$3.4M	+395%	123k	27.41	View chart
Vertiv Holdings Co Com Cl A Stock (VRT)	0.1	$3.3M	+14%	9.9k	334.82	View chart
Invesco Nasdaq 100 Etf Etf (QQQM)	0.1	$3.3M	+31%	11k	302.96	View chart
Eldridge Bbb-b Clo Etf Etf (CLOZ)	0.1	$3.3M		124k	26.42	View chart
At&t Stock (T)	0.1	$3.3M	-10%	158k	20.70	View chart
Third Coast Bancshares Stock (TCBX)	0.1	$3.2M	+21%	79k	40.40	View chart
Union Pac Corp Stock (UNP)	0.1	$3.1M		12k	272.01	View chart
Qualcomm Stock (QCOM)	0.1	$3.1M	+6%	17k	184.84	View chart
Salesforce Stock (CRM)	0.1	$3.0M	-4%	19k	156.66	View chart
Morgan Stanley Stock (MS)	0.1	$3.0M	+4%	15k	209.05	View chart
Tjx Cos Stock (TJX)	0.1	$2.9M	+3%	19k	151.50	View chart
Ishares Bitcoin Trust Etf Etf (IBIT)	0.1	$2.9M		88k	33.29	View chart
Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM)	0.1	$2.9M	+506%	71k	40.64	View chart
Starbucks Corp Stock (SBUX)	0.1	$2.9M	-5%	28k	102.19	View chart
Corning Stock (GLW)	0.1	$2.9M	+2%	11k	255.43	View chart
United Parcel Service Stock (UPS)	0.1	$2.8M	+4%	26k	107.50	View chart
Cohen & Steers Real Estate Active Etf Etf (CSRE)	0.1	$2.8M		98k	28.38	View chart
Ishares Semiconductor Etf Etf (SOXX)	0.1	$2.8M	-4%	4.3k	640.69	View chart
Spdr Gold Etf Etf (GLD)	0.1	$2.8M	-15%	7.5k	368.39	View chart
Proshares Ultra S&p 500 Etf (SSO)	0.1	$2.7M		40k	67.38	View chart
Kimberly-clark Corp Stock (KMB)	0.1	$2.7M	-8%	25k	109.77	View chart
Dell Technologies Inc Cl C Stock (DELL)	0.1	$2.6M	+7%	6.1k	431.49	View chart
Equinix Reit (EQIX)	0.1	$2.6M	+3%	2.5k	1042.79	View chart
Charles Schwab Corp Stock (SCHW)	0.1	$2.6M		28k	92.26	View chart
Schwab Strategic Tr Us Lrg Cap Etf Etf (SCHX)	0.1	$2.5M	-23%	87k	29.43	View chart
Cvs Health Corp Stock (CVS)	0.1	$2.5M	+3%	25k	103.45	View chart
Consumer Discretionary Sel Sector Spdr Etf (XLY)	0.1	$2.5M	-3%	22k	117.28	View chart
Blackrock Stock (BLK)	0.1	$2.5M	+8%	2.6k	961.58	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.1	$2.5M	+17%	79k	31.71	View chart
Abbott Laboratories Stock (ABT)	0.1	$2.4M	+4%	27k	90.74	View chart
Sandisk Corp Stock (SNDK)	0.1	$2.4M	+32%	1.1k	2274.29	View chart
Target Corp Stock (TGT)	0.1	$2.4M	+24%	18k	130.61	View chart
Celestica Stock (CLS)	0.1	$2.4M	+31%	6.5k	364.81	View chart
Vaneck Short Muni Etf Etf (SMB)	0.0	$2.3M		134k	17.35	View chart
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)	0.0	$2.3M		75k	31.10	View chart
Oakmark U.s. Large Cap Etf Etf (OAKM)	0.0	$2.3M	-2%	82k	28.17	View chart
First Eagle Overseas Equity Etf Etf (FEOE)	0.0	$2.3M		43k	53.40	View chart
Nextera Energy Stock (NEE)	0.0	$2.3M	+3%	26k	87.77	View chart
General Dynamics Corp Stock (GD)	0.0	$2.3M		6.4k	354.20	View chart
Shopify Inc Cl A Sub Vtg Stock (SHOP)	0.0	$2.3M	+3%	20k	114.18	View chart
Dimensional International Value Etf Etf (DFIV)	0.0	$2.2M	+40%	42k	54.02	View chart
Waste Management Stock (WM)	0.0	$2.2M		10k	222.87	View chart
Ishares Russell Midcap Growth Etf Etf (IWP)	0.0	$2.2M	+5%	15k	146.41	View chart
Analog Devices Stock (ADI)	0.0	$2.2M	+30%	5.5k	397.16	View chart
Schwab Us Mid-cap Etf Etf (SCHM)	0.0	$2.2M	-2%	59k	36.87	View chart
Snowflake Stock (SNOW)	0.0	$2.2M	-21%	8.6k	254.48	View chart
Conocophillips Stock (COP)	0.0	$2.2M		21k	103.96	View chart
Schwab Emerging Market Eq Etf Etf (SCHE)	0.0	$2.2M	+4%	60k	36.26	View chart
Phillips 66 Stock (PSX)	0.0	$2.2M		13k	169.05	View chart
Danaher Corp Stock (DHR)	0.0	$2.1M	-4%	11k	190.47	View chart
Vanguard Short-term Treasury Etf Etf (VGSH)	0.0	$2.1M	-10%	36k	58.20	View chart
Valero Energy Corp Stock (VLO)	0.0	$2.1M	+26%	8.0k	260.47	View chart
Duke Energy Corp Stock (DUK)	0.0	$2.1M	-16%	16k	126.58	View chart
Stryker Corp Stock (SYK)	0.0	$2.0M		6.5k	314.86	View chart
Ishares Russell 2000 Growth Index Etf (IWO)	0.0	$2.0M	+17%	5.1k	393.93	View chart
Ishares Tr Msci Acwiindex Etf (ACWI)	0.0	$2.0M	+2%	13k	156.97	View chart
Flexshares Morningstar Global Upstream Natural Resources Index Fund Etf (GUNR)	0.0	$2.0M	NEW	41k	49.28	View chart
Flextronics Intl Ltd F Stock (FLEX)	0.0	$2.0M	+26%	12k	162.07	View chart
Aflac Stock (AFL)	0.0	$2.0M	+4%	17k	117.25	View chart
Fidelity Wise Origin Bitcoin Fund Etf (FBTC)	0.0	$2.0M	-8%	39k	51.05	View chart
Altria Group Stock (MO)	0.0	$2.0M	-11%	28k	71.95	View chart
Seagate Technology Stock (STX)	0.0	$2.0M	+23%	2.0k	964.87	View chart
Texas Instrs Stock (TXN)	0.0	$2.0M	+13%	6.6k	298.07	View chart
Southern Stock (SO)	0.0	$1.9M	+8%	20k	95.71	View chart
Csx Corp Stock (CSX)	0.0	$1.9M	+2%	40k	47.53	View chart
Norfolk Southern Crp Stock (NSC)	0.0	$1.9M	-3%	6.1k	314.60	View chart
Quanta Services Stock (PWR)	0.0	$1.9M	+2%	2.7k	720.17	View chart
Schwab Etfs- Us Small-cap Etf Etf (SCHA)	0.0	$1.9M		67k	28.45	View chart
Sterling Construction Stock (STRL)	0.0	$1.9M	NEW	2.3k	839.36	View chart
Vertex Pharmaceuticals In Stock (VRTX)	0.0	$1.9M	+8%	3.8k	496.72	View chart
Vanguard Core Tax-exempt Bond Etf Etf (VCRM)	0.0	$1.9M	+5%	24k	76.40	View chart
Mondelez Intl Inc Cl A Stock (MDLZ)	0.0	$1.9M	-4%	32k	57.84	View chart
Astrazeneca Plc- Spons Adr (AZN)	0.0	$1.9M	+15%	9.8k	188.95	View chart
Marathon Pete Corp Stock (MPC)	0.0	$1.9M		7.3k	255.66	View chart
Kla-tencor Corp Stock (KLAC)	0.0	$1.9M	+1126%	6.2k	300.68	View chart
Energy Select Sector Spdr Etf (XLE)	0.0	$1.8M		35k	53.11	View chart
Blackstone Group Stock (BX)	0.0	$1.8M	+16%	15k	117.67	View chart
Arista Networks Stock (ANET)	0.0	$1.8M	+16%	11k	169.82	View chart
Elevance Health Inc Formerly A Stock (ELV)	0.0	$1.8M	+9%	4.7k	386.73	View chart
Illinois Tool Wks Stock (ITW)	0.0	$1.8M		6.7k	270.49	View chart
Honeywell Aerospace Stock (HONA)	0.0	$1.8M	NEW	8.1k	221.08	View chart
Space Exploration Techn Corp Class A Com Stk Stock (SPCX)	0.0	$1.8M	NEW	11k	170.86	View chart
Capital Group International Focus Equity Etf Etf (CGXU)	0.0	$1.8M	-5%	52k	34.62	View chart
Janus Henderson Aaa Clo Etf Etf (JAAA)	0.0	$1.8M	-27%	35k	50.49	View chart
Ishares Currency Hedged Msci Eafe Etf Etf (HEFA)	0.0	$1.8M		37k	46.92	View chart
Rocket Lab Corp Stock (RKLB)	0.0	$1.8M	-4%	17k	101.65	View chart
Ryder Sys Stock (R)	0.0	$1.7M		6.6k	263.77	View chart
Uber Technologies Stock (UBER)	0.0	$1.7M		24k	72.16	View chart
Fortinet Stock (FTNT)	0.0	$1.7M	-7%	11k	153.63	View chart
Ishares Msci Eafe Growth Index Etf Etf (EFG)	0.0	$1.7M	+2%	14k	124.42	View chart
Terre Haute First Financial Stock (THFF)	0.0	$1.7M		22k	77.44	View chart
Honeywell Intl Stock (HON)	0.0	$1.7M	NEW	7.7k	223.94	View chart
Lowes Cos Stock (LOW)	0.0	$1.7M	+8%	7.8k	220.46	View chart
Bristol-myers Squibb Stock (BMY)	0.0	$1.7M	+2%	30k	57.62	View chart
Simon Property Group Reit (SPG)	0.0	$1.7M	+6%	7.6k	223.65	View chart
Talkspace Stock (TALK)	0.0	$1.7M		324k	5.20	View chart
Martin Marietta Matls Stock (MLM)	0.0	$1.7M	+20%	2.9k	576.75	View chart
Linde Stock (LIN)	0.0	$1.7M	+30%	3.2k	518.91	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.0	$1.6M	-2%	6.7k	236.60	View chart
Wisdomtree U.s. Largecap Dividend Fund Etf (DLN)	0.0	$1.6M		17k	96.32	View chart
Schwab Us Large Cap Value Etf Etf (SCHV)	0.0	$1.6M		46k	34.81	View chart
Dimensional Us Marketwide Value Etf Etf (DFUV)	0.0	$1.6M		29k	55.01	View chart
Bloom Energy Corp Com Cl A Stock (BE)	0.0	$1.6M	-46%	5.2k	302.68	View chart
O Reilly Automotive Stock (ORLY)	0.0	$1.6M	+2%	17k	92.09	View chart
Flexshares Global Quality Real Estate Index Fund Etf (GQRE)	0.0	$1.6M	NEW	25k	64.00	View chart
First Trust Rising Dividend Achievers Etf Etf (RDVY)	0.0	$1.6M	+8%	19k	81.06	View chart
Marriott Intl Stock (MAR)	0.0	$1.5M	+19%	4.2k	370.61	View chart
Vanguard S&p Small-cap 600 Etf Etf (VIOO)	0.0	$1.5M	-15%	11k	137.54	View chart
Ares Management Corporation Cl A Com Stk Stock (ARES)	0.0	$1.5M	+6%	14k	111.31	View chart
Ishares Russell 2000 Value Etf (IWN)	0.0	$1.5M	+7%	6.9k	221.20	View chart
Pnc Finl Svcs Group Stock (PNC)	0.0	$1.5M		6.1k	246.21	View chart
Datadog Inc Cl A Stock (DDOG)	0.0	$1.5M	+14%	5.8k	260.34	View chart
Amphenol Corp Cl A Stock (APH)	0.0	$1.5M	-12%	8.5k	176.33	View chart
Automatic Data Processing Stock (ADP)	0.0	$1.5M	+20%	6.6k	223.94	View chart
Novartis Adr (NVS)	0.0	$1.5M	+16%	9.3k	156.72	View chart
Ishares Short Maturity Municipal Bond Active Etf Etf (MEAR)	0.0	$1.5M		29k	50.38	View chart
Ishares Global Infrastructure Etf Etf (IGF)	0.0	$1.5M	NEW	22k	66.60	View chart
Dimensional U.s. Equity Market Etf Etf (DFUS)	0.0	$1.4M		18k	81.94	View chart
Capital One Financial Corp Stock (COF)	0.0	$1.4M	+7%	7.2k	200.61	View chart
S&p Global Stock (SPGI)	0.0	$1.4M	-9%	3.5k	407.31	View chart
Vanguard Intermediate-term Tax-exempt Bond Etf Etf (VTEI)	0.0	$1.4M	-4%	14k	100.97	View chart
Yum! Brands Stock (YUM)	0.0	$1.4M	+2%	8.9k	159.86	View chart
Travelers Companies Stock (TRV)	0.0	$1.4M	+3%	4.3k	330.13	View chart
Ford Motor Company Stock (F)	0.0	$1.4M	+10%	101k	13.90	View chart
Ishares Silver Trust Etf Etf (SLV)	0.0	$1.4M	-18%	26k	53.47	View chart
Take-two Interactive Software Stock (TTWO)	0.0	$1.4M	+5%	5.6k	249.98	View chart
Vanguard High Dividend Yield Etf (VYM)	0.0	$1.4M	+6%	8.9k	158.03	View chart
Glaukos Corp Stock (GKOS)	0.0	$1.4M	+4%	9.9k	139.76	View chart
Servicenow Stock (NOW)	0.0	$1.4M	-5%	14k	99.29	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 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
Valeo Financial Advisors 2023 Q1 filed April 17, 2023

View all past filings

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