CIK 1722641
Valeo Financial Advisors, LLC
Institutional 13F holdings & portfolio
Holdings
792
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 792
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SPY | SPDR S&P 500 ETF | 932K | $1M+ | SH |
| IJR | ISHARES S&P SMALLCAP 600 ETF | 2.2M | $1M+ | SH |
| IJH | ISHARES CORE S&P MID CAP ETF | 3.3M | $1M+ | SH |
| IEMG | ISHARES CORE MSCI EMERGING MKTS | 2.9M | $1M+ | SH |
| IVV | ISHARES S&P 500 INDEX | 316K | $1M+ | SH |
| AAPL | APPLE INC | 588K | $1M+ | SH |
| LLY | ELI LILLY & CO COM | 136K | $1M+ | SH |
| JCPB | JPMORGAN CORE PLUS BOND ETF | 2.6M | $1M+ | SH |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | 600K | $1M+ | SH |
| NVDA | NVIDIA CORP | 601K | $1M+ | SH |
| PLD | PROLOGIS SHARE BENEFICIAL INT | 850K | $1M+ | SH |
| VGIT | VANGUARD INTERMEDIATE-TERM TREASURY ETF | 1.9M | $1M+ | SH |
| MSFT | MICROSOFT | 206K | $1M+ | SH |
| FBND | FIDELITY TOTAL BOND ETF | 1.8M | $1M+ | SH |
| GOOGL | GOOGLE INC | 230K | $1M+ | SH |
| IEFA | ISHARES CORE MSCI EAFE | 1.1M | $1M+ | SH |
| VCSH | VANGUARD SHORT TERM CORP BOND FD ETF | 883K | $1M+ | SH |
| AMZN | AMAZON.COM INC | 290K | $1M+ | SH |
| VOO | VANGUARD S&P 500 ETF | 107K | $1M+ | SH |
| EFA | ISHARES MSCI EAFE ETF | 664K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 118K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. COM | 144K | $1M+ | SH |
| GOOG | ALPHABET INC CAP STK CL C | 124K | $1M+ | SH |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | 651K | $1M+ | SH |
| META | META PLATFORMS INC CL A | 53K | $1M+ | SH |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 555K | $1M+ | SH |
| QQQ | POWERSHARES QQQ TR | 52K | $1M+ | SH |
| PULS | PGIM ULTRA SHORT BOND ETF | 531K | $1M+ | SH |
| TSLA | TESLA MOTORS INC | 58K | $1M+ | SH |
| IWM | ISHARES RUSSELL 2000 ETF | 102K | $1M+ | SH |
| AVGO | BROADCOM INC COM | 68K | $1M+ | SH |
| V | VISA INC | 62K | $1M+ | SH |
| IWR | ISHARES TR RUSSELL MIDCAP INDEX FD | 209K | $1M+ | SH |
| HEFA | ISHARES CURRENCY HEDGED MSCI EAFE ETF | 434K | $1M+ | SH |
| ORCL | ORACLE CORPORATION | 91K | $1M+ | SH |
| WMT | WALMART INC COM | 145K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON COM | 73K | $1M+ | SH |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | 33K | $1M+ | SH |
| XOM | EXXON MOBIL CORP COM | 117K | $1M+ | SH |
| CAT | CATERPILLAR INC COM | 24K | $1M+ | SH |
| MA | MASTERCARD INC | 23K | $1M+ | SH |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | 38K | $1M+ | SH |
| PG | PROCTER & GAMBLE CO COM | 85K | $1M+ | SH |
| ABBV | ABBVIE INC COM | 53K | $1M+ | SH |
| BAC | BANK AMERICA CORP COM | 219K | $1M+ | SH |
| SPSM | STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF | 250K | $1M+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL CL A | 14 | $1M+ | SH |
| RTX | RTX CORPORATION COM | 57K | $1M+ | SH |
| SCHG | SCHWAB US LARGE CAP GROWTH ETF | 328K | $1M+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 33K | $1M+ | SH |