Valeo Financial Advisors, LLC - Portfolio Stock Holdings
Valeo Financial Advisors, LLC disclosed 870 stock positions in a recent SEC 13F filing. $4,914,035,683 of stock holdings were filed, with the largest holdings including SPY, IJR, and IVV. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.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:
Sept. 30, 2026No. of Stocks:
870Est. Stock Holding Value:
$4,914,035,683Top 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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