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 401–450 of 792
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DFAE | DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | 20K | $500K+ | SH |
| EQT | EQT CORP COM | 12K | $500K+ | SH |
| FELC | FIDELITY ENHANCED LARGE CAP CORE ETF | 17K | $500K+ | SH |
| MPWR | MONOLITHIC PWR SYS INC COM | 691 | $500K+ | SH |
| MNST | MONSTER BEVERAGE CORP NEW COM | 8K | $500K+ | SH |
| IP | INTERNATIONAL PAPER CO COM | 16K | $500K+ | SH |
| SDY | SPDR SER TR S&P DIVID ETF | 4K | $500K+ | SH |
| NTRA | NATERA INC COM | 3K | $500K+ | SH |
| BTCO | INVESCO GALAXY BITCOIN ETF | 7K | $500K+ | SH |
| HWM | HOWMET AEROSPACE INC COM | 3K | $500K+ | SH |
| IJT | ISHARES S&P SMALLCAP 600 GROWTH ETF | 4K | $500K+ | SH |
| WCN | WASTE CONNECTIONS INC | 3K | $500K+ | SH |
| KR | KROGER CO COM | 10K | $500K+ | SH |
| ADSK | AUTODESK INC | 2K | $500K+ | SH |
| EW | EDWARDS LIFESCIENCES CORP COM | 7K | $500K+ | SH |
| OXY | OCCIDENTAL PETE CORP COM | 15K | $500K+ | SH |
| EBAY | EBAY INC | 7K | $500K+ | SH |
| VCIT | VANGUARD INTERMEDIATE TERM CORP BOND FD ETF | 7K | $500K+ | SH |
| SJNK | STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF | 23K | $500K+ | SH |
| FITB | FIFTH THIRD BANCORP | 12K | $500K+ | SH |
| CTVA | CORTEVA INC COM | 9K | $500K+ | SH |
| DHI | D R HORTON INC | 4K | $500K+ | SH |
| UI | UBIQUITI INC COM | 1K | $500K+ | SH |
| HLT | HILTON WORLDWIDE HLDGS INC COM | 2K | $500K+ | SH |
| DASH | DOORDASH INC CL A | 3K | $500K+ | SH |
| FLEX | FLEXTRONICS INTL LTD F | 9K | $500K+ | SH |
| COIN | COINBASE GLOBAL INC COM CL A | 3K | $500K+ | SH |
| CMG | CHIPOTLE MEXICAN GRILL INC | 15K | $500K+ | SH |
| MLM | MARTIN MARIETTA MATLS INC | 907 | $500K+ | SH |
| IUSV | ISHARES CORE S&P US VALUE ETF | 6K | $500K+ | SH |
| RF | REGIONS FINANCIAL CORP NEW | 21K | $500K+ | SH |
| NRG | NRG ENERGY INC NEW | 3K | $500K+ | SH |
| WPM | SILVER WHEATON CORP | 5K | $500K+ | SH |
| ESGV | VANGUARD ESG U.S. STOCK ETF | 5K | $500K+ | SH |
| NMFC | NEW MOUNTAIN FIN CORP | 60K | $500K+ | SH |
| GEHC | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | 7K | $500K+ | SH |
| OKE | ONEOK INC NEW COM | 7K | $500K+ | SH |
| RH | RESTORATION HARDWARE | 3K | $500K+ | SH |
| OBDC | BLUE OWL CAPITAL CORPORATION COM | 44K | $500K+ | SH |
| USMV | ISHARES MSCI USA MIN VOL FACTOR ETF | 6K | $500K+ | SH |
| ONB | OLD NATL BANCORP IND | 24K | $500K+ | SH |
| ZTS | ZOETIS INC COM CL A | 4K | $500K+ | SH |
| CLX | CLOROX CO DEL COM | 5K | $500K+ | SH |
| ILMN | ILLUMINA INC | 4K | $500K+ | SH |
| ACWX | ISHARES MSCI ACWI EX US | 8K | $500K+ | SH |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | 8K | $500K+ | SH |
| CARR | CARRIER GLOBAL CORPORATION COM | 10K | $500K+ | SH |
| ESS | ESSEX PPTY TR REIT | 2K | $500K+ | SH |
| HEI | HEICO CORP NEW COM | 2K | $500K+ | SH |
| PDI | PIMCO DYNAMIC INCOME FD SHS | 30K | $500K+ | SH |