Valeo Financial Advisors
$4.2B Assets Reported
844 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| SPY | SPDR S&P 500 ETF | 924,509 | $601M | 14.4% |
| IJR | ISHARES S&P SMALLCAP 600 ETF | 2,121,252 | $239M | 5.7% |
| IJH | ISHARES CORE S&P MID CAP ETF | 3,212,980 | $210M | 5.0% |
| IEMG | ISHARES CORE MSCI EMERGING MKTS | 2,956,984 | $206M | 4.9% |
| PLD | PROLOGIS SHARE BENEFICIAL INT | 1,238,632 | $164M | 3.9% |
| IVV | ISHARES S&P 500 INDEX | 320,240 | $157M | 3.8% |
| AAPL | APPLE INC | 527,586 | $134M | 3.2% |
| JCPB | JPMORGAN CORE PLUS BOND ETF | 2,906,052 | $128M | 3.1% |
| LLY | ELI LILLY & CO COM | 131,645 | $121M | 2.9% |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | 591,654 | $114M | 2.7% |
Track Valeo Financial Advisors's 13F portfolio: $4.2B in reported holdings, 844 positions. Top holdings, AUM, and quarterly changes on SentiSense.