Valeo Financial Advisors, LLC
Valeo Financial Advisors, LLC reported 838 positions worth $4.74B as of June 30, 2026 (13F filed July 8, 2026). Largest holding: SPY (14.4%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SPY | SH | $681.6M | 14.38% | 912,720 | — | — | |
| ▸ 2 | IJR | SH | $281.5M | 5.94% | 2,136,481 | — | — | |
| ▸ 3 | IEMG | SH | $245.5M | 5.18% | 3,067,830 | — | — | |
| ▸ 4 | IJH | SH | $236.3M | 4.99% | 3,198,871 | — | — | |
| ▸ 5 | IVV | SH | $182.9M | 3.86% | 328,514 | — | — | |
| ▸ 6 | PLD | SH | $167.6M | 3.54% | 1,237,035 | — | — | |
| ▸ 7 | LLY | SH | $156.2M | 3.30% | 130,247 | — | — | |
| ▸ 8 | AAPL | SH | $149.2M | 3.15% | 515,811 | — | — | |
| ▸ 9 | JCPB | SH | $138.1M | 2.91% | 3,126,531 | — | — | |
| ▸ 10 | RSP | SH | $124.2M | 2.62% | 583,864 | — | — |
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Frequently Asked Questions
What stocks does Valeo Financial Advisors, LLC hold as of Q2 2026?
Valeo Financial Advisors, LLC reported 838 positions worth $4.74B in its Q2 2026 13F filing. Largest positions: SPY (14.4%), IJR (5.9%), IEMG (5.2%), IJH (5.0%) and IVV (3.9%).
What did Valeo Financial Advisors, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Valeo Financial Advisors, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.