Valeo Financial Advisors, LLC
Q4 2025 13F Holdings
- Locationcarmel, IN
- Num holdings
836
- Value ($000)
$4,501,106
- Date Filed02/04/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPDR S&P 500 ETF | ETF | 78462F103 | $635.22M | 14 % | 931,512 | ||
ISHARES S&P SMALLCAP 600 ETF | ETF | 464287804 | $243.72M | 5 % | 2,213,376 | ||
ISHARES CORE S&P MID CAP ETF | ETF | 464287507 | $214.01M | 5 % | 3,346,008 | ||
ISHARES CORE MSCI EMERGING MKTS | ETF | 46434G103 | $196.97M | 4 % | 2,930,230 | ||
ISHARES S&P 500 INDEX | ETF | 464287200 | $162.69M | 4 % | 315,833 | ||
APPLE INC | STOCK | 037833100 | $159.88M | 4 % | 588,091 | ||
ELI LILLY & CO COM | STOCK | 532457108 | $146.62M | 3 % | 136,434 | ||
JPMORGAN CORE PLUS BOND ETF | ETF | 46641Q670 | $116.33M | 3 % | 2,628,308 | ||
INVESCO S&P 500 EQUAL WEIGHT ETF | ETF | 46137V357 | $114.93M | 3 % | 599,980 | ||
NVIDIA CORP | STOCK | 67066G104 | $112.07M | 3 % | 600,895 |
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