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 201–250 of 792
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| KMB | KIMBERLY-CLARK CORP COM | 16K | $1M+ | SH |
| TALK | TALKSPACE INC COM | 445K | $1M+ | SH |
| KLAC | KLA-TENCOR CORP | 1K | $1M+ | SH |
| XLE | ENERGY SELECT SECTOR SPDR | 35K | $1M+ | SH |
| NKE | NIKE INC CLASS B | 25K | $1M+ | SH |
| APH | AMPHENOL CORP CL A | 12K | $1M+ | SH |
| SPG | SIMON PROPERTY GROUP INC | 8K | $1M+ | SH |
| EFG | ISHARES MSCI EAFE GROWTH INDEX ETF | 14K | $1M+ | SH |
| SCHA | SCHWAB ETFS- US SMALL-CAP ETF | 63K | $1M+ | SH |
| F | FORD MOTOR COMPANY | 115K | $1M+ | SH |
| AEP | AMERICAN ELEC PWR CO INC COM | 13K | $1M+ | SH |
| VNQ | VANGUARD REIT INDEX ETF | 17K | $1M+ | SH |
| JAAA | JANUS HENDERSON AAA CLO ETF | 30K | $1M+ | SH |
| NVS | NOVARTIS AG ADR | 11K | $1M+ | SH |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | 7K | $1M+ | SH |
| MDLZ | MONDELEZ INTL INC CL A | 28K | $1M+ | SH |
| GIS | GENERAL MLS INC COM | 32K | $1M+ | SH |
| MAR | MARRIOTT INTL INC | 5K | $1M+ | SH |
| USB | US BANCORP DEL COM NEW | 28K | $1M+ | SH |
| PWR | QUANTA SERVICES INC | 3K | $1M+ | SH |
| VIOO | VANGUARD S&P SMALL-CAP 600 ETF | 13K | $1M+ | SH |
| CSRE | COHEN & STEERS REAL ESTATE ACTIVE ETF | 57K | $1M+ | SH |
| TRV | TRAVELERS COMPANIES INC COM | 5K | $1M+ | SH |
| MMM | 3M CO COM | 9K | $1M+ | SH |
| DLN | WISDOMTREE U.S. LARGECAP DIVIDEND FUND | 17K | $1M+ | SH |
| FEOE | FIRST EAGLE OVERSEAS EQUITY ETF | 30K | $1M+ | SH |
| TTWO | TAKE-TWO INTERACTIVE SOFTWARE COM | 6K | $1M+ | SH |
| VRT | VERTIV HOLDINGS CO COM CL A | 9K | $1M+ | SH |
| CLS | CELESTICA INC COM | 5K | $1M+ | SH |
| CSX | CSX CORP | 39K | $1M+ | SH |
| VOX | VANGUARD COMMUNICATION SERVICES ETF | 7K | $1M+ | SH |
| MPC | MARATHON PETE CORP | 9K | $1M+ | SH |
| DFIV | DIMENSIONAL INTERNATIONAL VALUE ETF | 28K | $1M+ | SH |
| AMT | AMERICAN TOWER CORP | 8K | $1M+ | SH |
| XLI | INDUSTRIAL SELECT SECTOR SPDR | 9K | $1M+ | SH |
| VCRM | VANGUARD CORE TAX-EXEMPT BOND ETF | 18K | $1M+ | SH |
| PNC | PNC FINL SVCS GROUP INC COM | 7K | $1M+ | SH |
| SOXX | ISHARES SEMICONDUCTOR ETF | 5K | $1M+ | SH |
| VTEI | VANGUARD INTERMEDIATE-TERM TAX-EXEMPT BOND ETF | 14K | $1M+ | SH |
| ELV | ELEVANCE HEALTH INC FORMERLY A COM | 4K | $1M+ | SH |
| USHY | ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF | 36K | $1M+ | SH |
| IWO | ISHARES RUSSELL 2000 GROWTH INDEX | 4K | $1M+ | SH |
| FCX | FREEPORT MCMORAN COPPER | 27K | $1M+ | SH |
| THFF | TERRE HAUTE FIRST FINANCIAL | 22K | $1M+ | SH |
| YUM | YUM! BRANDS INC | 9K | $1M+ | SH |
| DFUV | DIMENSIONAL US MARKETWIDE VALUE ETF | 29K | $1M+ | SH |
| ADBE | ADOBE SYS INC | 4K | $1M+ | SH |
| GABC | GERMAN AMERICAN BANCORP | 34K | $1M+ | SH |
| SCHV | SCHWAB US LARGE CAP VALUE ETF | 45K | $1M+ | SH |
| DFUS | DIMENSIONAL U.S. EQUITY MARKET ETF | 18K | $1M+ | SH |