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Valeo Financial Advisors, LLC

Q1 2026 13F Holdings

  • Location
    carmel, IN
  • Num holdings

    755

  • Value ($000)

    $4,184,758

  • Date Filed
    05/08/2026
  • Form type
    13F-HR
  • CIK
    0001722641
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
S
SPY

SPDR S&P 500 ETF

ETF
78462F103
$599.94M
14 %

922,509

I
IJR

ISHARES S&P SMALLCAP 600 ETF

ETF
464287804
$239.29M
6 %

2,121,252

I
IJH

ISHARES CORE S&P MID CAP ETF

ETF
464287507
$209.6M
5 %

3,212,980

I
IEMG

ISHARES CORE MSCI EMERGING MKTS

ETF
46434G103
$206.25M
5 %

2,956,984

P
PLD

PROLOGIS SHARE BENEFICIAL INT

REIT
74340W103
$163.72M
4 %

1,238,632

I
IVV

ISHARES S&P 500 INDEX

ETF
464287200
$157.11M
4 %

320,240

A
AAPL

APPLE INC

STOCK
037833100
$133.51M
3 %

526,086

J
JCPB

JPMORGAN CORE PLUS BOND ETF

ETF
46641Q670
$128.13M
3 %

2,906,052

L
LLY

ELI LILLY & CO COM

STOCK
532457108
$121.08M
3 %

131,645

R
RSP

INVESCO S&P 500 EQUAL WEIGHT ETF

ETF
46137V357
$113.55M
3 %

591,654

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