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 51–100 of 792
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VUG | VANGUARD GROWTH ETF | 20K | $1M+ | SH |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | 46K | $1M+ | SH |
| COST | COSTCO WHOLESALE CORP | 11K | $1M+ | SH |
| HD | HOME DEPOT | 26K | $1M+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | 49K | $1M+ | SH |
| VV | VANGUARD LARGE CAP | 28K | $1M+ | SH |
| MBIN | MERCHANTS BANCORP IND COM | 244K | $1M+ | SH |
| MCD | MCDONALDS CORP COM | 27K | $1M+ | SH |
| CRM | SALESFORCE COM | 31K | $1M+ | SH |
| DIS | DISNEY WALT CO COM | 72K | $1M+ | SH |
| NFLX | NETFLIX COM INC | 83K | $1M+ | SH |
| VO | VANGUARD MID CAP | 31K | $1M+ | SH |
| PEP | PEPSICO INC COM | 54K | $1M+ | SH |
| BND | VANGUARD TOTAL BOND MARKET ETF | 135K | $1M+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 9K | $1M+ | SH |
| CVX | CHEVRON CORP NEW COM | 49K | $1M+ | SH |
| XLK | TECHNOLOGY SELECT SECTOR SPDR | 52K | $1M+ | SH |
| C | CITIGROUP INC | 63K | $1M+ | SH |
| VTV | VANGUARD VALUE ETF | 45K | $1M+ | SH |
| UNH | UNITEDHEALTH GROUP | 22K | $1M+ | SH |
| LMT | LOCKHEED MARTIN CORP | 15K | $1M+ | SH |
| MRK | MERCK & CO INC | 67K | $1M+ | SH |
| KO | COCA COLA CO COM | 101K | $1M+ | SH |
| ESGU | ISHARES ESG AWARE MSCI USA ETF | 47K | $1M+ | SH |
| AMGN | AMGEN INC | 21K | $1M+ | SH |
| AXP | AMERICAN EXPRESS CO COM | 18K | $1M+ | SH |
| PM | PHILIP MORRIS INTL INC | 42K | $1M+ | SH |
| VT | VANGUARD TOTAL WORLD STOCK ETF | 47K | $1M+ | SH |
| CSCO | CISCO SYS INC | 85K | $1M+ | SH |
| GE | GE AEROSPACE COM NEW | 21K | $1M+ | SH |
| BA | BOEING CO COM | 29K | $1M+ | SH |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | 116K | $1M+ | SH |
| EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | 86K | $1M+ | SH |
| JMST | JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF | 122K | $1M+ | SH |
| AGG | ISHARES AGGREGATE BOND ETF | 61K | $1M+ | SH |
| MUB | ISHARES AMT-FREE MUNI BOND ETF | 56K | $1M+ | SH |
| CMI | CUMMINS INC COM | 11K | $1M+ | SH |
| IWV | ISHARES TRUST RUSSELL 3000 INDEX FD | 15K | $1M+ | SH |
| IBM | INTL BUSINESS MACHINES | 18K | $1M+ | SH |
| WFC | WELLS FARGO & CO COM | 57K | $1M+ | SH |
| PANW | PALO ALTO NETWORKS INC COM | 29K | $1M+ | SH |
| CRWD | CROWDSTRIKE HLDGS INC CL A | 11K | $1M+ | SH |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | 198K | $1M+ | SH |
| VBR | VANGUARD SMALL CAP VALUE ETF | 29K | $1M+ | SH |
| GEV | GE VERNOVA INC COM | 7K | $1M+ | SH |
| IWB | ISHARES TR RUSSELL 1000 INDEX ETF | 12K | $1M+ | SH |
| SCHX | SCHWAB STRATEGIC TR US LRG CAP ETF | 169K | $1M+ | SH |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | 59K | $1M+ | SH |
| IVW | ISHARES S&P 500 GROWTH ETF | 36K | $1M+ | SH |
| PFE | PFIZER INC COM | 178K | $1M+ | SH |