Valeo Financial Advisors
$4.7B 13F equity value
846 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Valeo Financial Advisors covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| SPY | SPDR S&P 500 ETF | 912,720 | $682M | 14.4% |
| IJR | ISHARES S&P SMALLCAP 600 ETF | 2,136,481 | $281M | 5.9% |
| IEMG | ISHARES CORE MSCI EMERGING MKTS | 3,067,830 | $245M | 5.2% |
| IJH | ISHARES CORE S&P MID CAP ETF | 3,198,871 | $236M | 5.0% |
| IVV | ISHARES S&P 500 INDEX | 328,514 | $183M | 3.9% |
| PLD | PROLOGIS SHARE BENEFICIAL INT | 1,237,035 | $168M | 3.5% |
| LLY | ELI LILLY & CO COM | 130,247 | $156M | 3.3% |
| AAPL | APPLE INC | 515,811 | $149M | 3.2% |
| JCPB | JPMORGAN CORE PLUS BOND ETF | 3,126,531 | $138M | 2.9% |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | 583,864 | $124M | 2.6% |
Track Valeo Financial Advisors's 13F portfolio: $4.7B in reported holdings, 846 positions. Top holdings and quarterly changes on SentiSense.
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