Valeo Financial Advisors, LLC - Portfolio Stock Holdings
Valeo Financial Advisors, LLC disclosed 916 stock positions in a recent SEC 13F filing. $4,900,644,550 of stock holdings were filed, with the largest holdings including SPY, IJR, and IEMG. This filing represented positions held on June 30, 2026, and was filed today.We estimate the fund has a total AUM of $12,958,676,684 and has 178 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
916Est. Stock Holding Value:
$4,900,644,550Top Stock Holdings By Sector
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Portfolio Stock Holdings - Valeo Financial Advisors, LLC
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Portfolio Options Holdings - Valeo Financial Advisors, LLC
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