Valeo Financial Advisors, LLC
Q3 2025 13F Holdings
- Locationcarmel, IN
- Num holdings
825
- Value ($000)
$4,390,953
- Date Filed11/03/2025
- Form type13F-HR
- CIK0001722641
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPY SPDR S&P 500 ETF | ETF | 78462F103 | $626.65 M | 14 % | 940,666 | ||
IJR ISHARES S&P SMALLCAP 600 ETF | ETF | 464287804 | $271.14 M | 6 % | 2,302,241 | ||
IJH ISHARES CORE S&P MID CAP ETF | ETF | 464287507 | $241.02 M | 6 % | 3,697,841 | ||
IEMG ISHARES CORE MSCI EMERGING MKTS | ETF | 46434G103 | $195.25 M | 4 % | 2,961,972 | ||
IVV ISHARES S&P 500 INDEX | ETF | 464287200 | $157.20 M | 4 % | 234,868 | ||
AAPL APPLE INC | STOCK | 037833100 | $151.44 M | 3 % | 594,738 | ||
RSP INVESCO S&P 500 EQUAL WEIGHT ETF | ETF | 46137V357 | $117.71 M | 3 % | 620,514 | ||
NVDA NVIDIA CORP | STOCK | 67066G104 | $112.90 M | 3 % | 605,124 | ||
JCPB JPMORGAN CORE PLUS BOND ETF | ETF | 46641Q670 | $109.84 M | 3 % | 2,493,718 | ||
LLY ELI LILLY & CO COM | STOCK | 532457108 | $108.88 M | 3 % | 142,695 |
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