Valeo Financial Advisors, LLC - Portfolio overview

Valeo Financial Advisors, LLC has 870 reported holdings in this dataset, with the latest filing dated 2026-05-08.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. SPY - SPDR S&P 500 ETF, 14.16%
2. IJR - ISHARES S&P SMALLCAP 600 ETF, 5.65%
3. IJH - ISHARES CORE S&P MID CAP ETF, 4.95%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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