Valeo Financial Advisors, LLC — 13F holdings

Valeo Financial Advisors, LLC reported 872 holdings worth $4.74B in its 13F filing for Q3 2026, filed October 8, 2026.

Largest positions

1. SPY SPDR S&P 500 ETF TR — $682M (14.4%)
2. IJR ISHARES TR — $253M (5.3%)
3. IEMG ISHARES INC — $249M (5.2%)
4. IJH ISHARES TR — $218M (4.6%)
5. IVV ISHARES TR — $194M (4.1%)
6. AAPL APPLE INC — $170M (3.6%)
7. PLD PROLOGIS INC. — $161M (3.4%)
8. LLY ELI LILLY & CO — $151M (3.2%)
9. JCPB J P MORGAN EXCHANGE TRADED F — $140M (3.0%)
10. RSP INVESCO EXCHANGE TRADED FD T — $119M (2.5%)