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Valeo Financial Advisors, LLC

Q2 2026 13F filing

Updated 65 days ago

848 disclosed positions worth $4.7B

Portfolio value
$4.7B
Total holdings
848
New positions
126
Closed positions
39
Increased
396
Decreased
240
Turnover
19.5%
Filed
2026-07-08

Full holdings

Every line item disclosed in Q2 2026

S
1.SPY

SPDR S&P 500 ETF

+130288.6%
Value
$681.6M
Shares
912.7K
% Port
14.38%
E

ISHARES S&P SMALLCAP 600 ETF

+0.7%
Value
$281.5M
Shares
2.14M
% Port
5.94%
E

ISHARES CORE MSCI EMERGING MKTS

+3.8%
Value
$245.5M
Shares
3.07M
% Port
5.18%
E

ISHARES CORE S&P MID CAP ETF

-0.4%
Value
$236.3M
Shares
3.20M
% Port
4.99%
E

ISHARES S&P 500 INDEX

+2.6%
Value
$182.9M
Shares
328.5K
% Port
3.86%
P

PROLOGIS SHARE BENEFICIAL INT

-0.1%
Value
$167.6M
Shares
1.24M
% Port
3.54%
L
7.LLY

ELI LILLY & CO COM

-1.1%
Value
$156.2M
Shares
130.2K
% Port
3.30%
A

APPLE INC

+34287.4%
Value
$149.2M
Shares
515.8K
% Port
3.15%
?
9.N/A

JPMORGAN CORE PLUS BOND ETF

+7.6%
Value
$138.1M
Shares
3.13M
% Port
2.91%
I
10.IVZ

INVESCO S&P 500 EQUAL WEIGHT ETF

-1.3%
Value
$124.2M
Shares
583.9K
% Port
2.62%
N
11.NVDA

NVIDIA CORP

+486062.0%
Value
$97.3M
Shares
486.2K
% Port
2.05%
?
12.N/A

VANGUARD INTERMEDIATE-TERM TREASURY ETF

-12.8%
Value
$93.3M
Shares
1.73M
% Port
1.97%
?
13.N/A

FIDELITY TOTAL BOND ETF

+2.7%
Value
$85.3M
Shares
1.99M
% Port
1.80%
V
14.VGES

VANGUARD S&P 500 ETF

+5.5%
Value
$83.6M
Shares
121.7K
% Port
1.76%
E
15.ETHA

ISHARES CORE MSCI EAFE

+3.3%
Value
$79.4M
Shares
1.17M
% Port
1.68%
G

GOOGLE INC

+46855.5%
Value
$67.1M
Shares
187.8K
% Port
1.42%
M
17.MSFT

MICROSOFT

+179165.0%
Value
$66.9M
Shares
179.3K
% Port
1.41%
E
18.ETHA

ISHARES MSCI EAFE ETF

-0.1%
Value
$63.2M
Shares
608.8K
% Port
1.33%
A
19.AMZN

AMAZON.COM INC

+62777.3%
Value
$59.9M
Shares
251.5K
% Port
1.26%
B

BERKSHIRE HATHAWAY INC DEL CL B NEW

-1.7%
Value
$55.5M
Shares
111.0K
% Port
1.17%
J

JPMORGAN CHASE & CO COM

-0.5%
Value
$42.8M
Shares
130.7K
% Port
0.90%
?
22.N/A

VANGUARD SHORT TERM CORP BOND FD ETF

-37.0%
Value
$41.5M
Shares
582.7K
% Port
0.88%
V
23.VGES

VANGUARD FTSE DEVELOPED MARKETS ETF

+3.4%
Value
$41.2M
Shares
578.4K
% Port
0.87%
G

ALPHABET INC CAP STK CL C

-1.9%
Value
$40M
Shares
113.1K
% Port
0.84%
V
25.VGES

VANGUARD FTSE EMERGING MARKETS ETF

-2.6%
Value
$37.5M
Shares
627.5K
% Port
0.79%
C
26.CAT

CATERPILLAR INC COM

+50.2%
Value
$35.3M
Shares
33.2K
% Port
0.75%
?
27.N/A

PGIM ULTRA SHORT BOND ETF

+9.5%
Value
$33.5M
Shares
675.6K
% Port
0.71%
?
28.N/A

POWERSHARES QQQ TR

+0.2%
Value
$31.6M
Shares
42.9K
% Port
0.67%
E
29.ETHA

ISHARES RUSSELL 2000 ETF

-2.6%
Value
$30.1M
Shares
100.3K
% Port
0.64%
E
30.ETHA

ISHARES TR RUSSELL MIDCAP INDEX FD

+8.3%
Value
$29.5M
Shares
267.2K
% Port
0.62%
M
31.META

META PLATFORMS INC CL A

+46056.0%
Value
$26M
Shares
46.2K
% Port
0.55%
T
32.TSLA

TESLA MOTORS INC

+7.1%
Value
$24.3M
Shares
57.7K
% Port
0.51%
A
33.AVGO

BROADCOM INC COM

+7987.7%
Value
$21.4M
Shares
56.6K
% Port
0.45%
V
34.V

VISA INC

+4.9%
Value
$18.4M
Shares
53.5K
% Port
0.39%
E
35.ETHA

ISHARES RUSSELL 1000 GROWTH ETF

+343.9%
Value
$17.2M
Shares
138.5K
% Port
0.36%
J
36.JNJ

JOHNSON & JOHNSON COM

+0.5%
Value
$15.9M
Shares
62.6K
% Port
0.34%
T

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

+5187.8%
Value
$15.2M
Shares
31.7K
% Port
0.32%
V
38.VGES

VANGUARD TOTAL STOCK MARKET ETF

-5.7%
Value
$14.5M
Shares
39.3K
% Port
0.31%
A
39.ARCC

STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF

-3.2%
Value
$13.9M
Shares
240.7K
% Port
0.29%
?
40.N/A

EXXONMOBIL HOLDINGS CORP COM SHS

Value
$13.7M
Shares
100.4K
% Port
0.29%
W
41.WMT

WALMART INC COM

+18327.5%
Value
$12.5M
Shares
110.6K
% Port
0.26%
A
42.ABBV

ABBVIE INC COM

+5.4%
Value
$12.1M
Shares
48.0K
% Port
0.25%
E
43.ETHA

ISHARES RUSSELL 1000 VALUE ETF

+3.7%
Value
$11.8M
Shares
48.8K
% Port
0.25%
O

ORACLE CORPORATION

+4.7%
Value
$11.8M
Shares
80.7K
% Port
0.25%
M
45.MU

MICRON TECHNOLOGY

+10132.0%
Value
$11.8M
Shares
10.2K
% Port
0.25%
P
46.PG

PROCTER & GAMBLE CO COM

-6.5%
Value
$11.5M
Shares
78.4K
% Port
0.24%
?
47.N/A

MERCHANTS BANCORP IND COM

-3.5%
Value
$11.3M
Shares
227.0K
% Port
0.24%
I
48.INTC

INTEL CORP COM

+9.6%
Value
$11.3M
Shares
81.2K
% Port
0.24%
S

SCHWAB US LARGE CAP GROWTH ETF

+0.3%
Value
$10.8M
Shares
333.6K
% Port
0.23%
V
50.VGES

VANGUARD GROWTH ETF

+500.2%
Value
$10.5M
Shares
122.1K
% Port
0.22%