account_balance
Investment manager · 13F filer · SEC CIK 1722641
Valeo Financial Advisors, LLC
Reported value$4.74Bas of Sep 30, 2026
Positions832 64 new, 41 sold out
Top 10 weight49.3%SPY alone is 14%
FiledOct 88 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPYSPDR S&P 500 ETF Trust
14.4%
IJRiShares S&P Smallcap 600 ETF
5.3%
IEMGiShares Core MSCI Emerging MKTS
5.3%Added +3%
IJHiShares Core S&P Mid Cap ETF
4.6%
IVViShares S&P 500 Index
4.1%Added +3%
AAPLApple Inc.
3.6%
PLDPrologis, Inc.
3.4%
LLYELI Lilly & Co
3.2%
JCPBJPMorgan Core Plus Bond ETF
3.0%Added +6%
RSPInvesco S&P 500 Equal Weight ETF
2.5%Trimmed −2%
NVDANVIDIA Corp
2.4%
MSFTMicrosoft Corp
2.0%
SPYSPDR S&P 500 ETF Trust
14.4%
IJRiShares S&P Smallcap 600 ETF
5.3%
IEMGiShares Core MSCI Emerging MKTS
5.3%
IJHiShares Core S&P Mid Cap ETF
4.6%
IVViShares S&P 500 Index
4.1%+3%
AAPLApple Inc.
3.6%
PLDPrologis, Inc.
3.4%
LLYELI Lilly & Co
3.2%
JCPB3.0%
RSP2.5%
NVDA2.4%MSFTBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPY SPDR S&P 500 ETF Trust 14.4% Held
IJR iShares S&P Smallcap 600 ETF 5.3% Held
IEMG iShares Core MSCI Emerging MKTS 5.3% Added +3%
IJH iShares Core S&P Mid Cap ETF 4.6% Held
IVV iShares S&P 500 Index 4.1% Added +3%
AAPL Apple Inc. 3.6% HeldPLD Prologis, Inc. 3.4% HeldLLY ELI Lilly & Co 3.2% HeldJCPB JPMorgan Core Plus Bond ETF 3.0% Added +6%
RSP Invesco S&P 500 Equal Weight ETF 2.5% Trimmed −2%
NVDA NVIDIA Corp 2.4% HeldMSFT Microsoft Corp 2.0% HeldWhat changed
Biggest moves since Jun 30, 2026
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