Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Valeo Financial Advisors, LLC (CIK 1722641) reported $4.18B across 688 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPY ($601.0M, 14.36%), IJR ($239.3M, 5.72%), IJH ($209.6M, 5.01%), IEMG ($206.2M, 4.93%), PLD ($163.7M, 3.91%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF | $601.0M | 14.36% | 924,509 | Trimmed |
| 2 | IJR | ISHARES S&P SMALLCAP 600 ETF | $239.3M | 5.72% | 2.1M | Trimmed |
| 3 | IJH | ISHARES CORE S&P MID CAP ETF | $209.6M | 5.01% | 3.2M | Trimmed |
| 4 | IEMG | ISHARES CORE MSCI EMERGING MKTS | $206.2M | 4.93% | 3.0M | Added |
| 5 | PLD | PROLOGIS SHARE BENEFICIAL INT | $163.7M | 3.91% | 1.2M | Added |
| 6 | IVV | ISHARES S&P 500 INDEX | $157.1M | 3.75% | 320,240 | Added |
| 7 | AAPL | APPLE INC | $133.5M | 3.19% | 527,586 | Trimmed |
| 8 | JCPB | JPMORGAN CORE PLUS BOND ETF | $128.1M | 3.06% | 2.9M | Added |
| 9 | LLY | ELI LILLY & CO COM | $121.1M | 2.89% | 131,645 | Trimmed |
| 10 | RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $113.5M | 2.71% | 591,654 | Trimmed |
| 11 | VGIT | VANGUARD INTERMEDIATE-TERM TREASURY ETF | $109.3M | 2.61% | 2.0M | Added |
| 12 | NVDA | NVIDIA CORP | $84.0M | 2.01% | 481,797 | Trimmed |
| 13 | FBND | FIDELITY TOTAL BOND ETF | $83.2M | 1.99% | 1.9M | Added |
| 14 | IEFA | ISHARES CORE MSCI EAFE | $72.5M | 1.73% | 1.1M | Added |
| 15 | VOO | VANGUARD S&P 500 ETF | $69.0M | 1.65% | 115,393 | Added |
| 16 | VCSH | VANGUARD SHORT TERM CORP BOND FD ETF | $68.8M | 1.64% | 924,881 | Added |
| 17 | MSFT | MICROSOFT | $65.4M | 1.56% | 176,773 | Trimmed |
| 18 | EFA | ISHARES MSCI EAFE ETF | $59.2M | 1.41% | 609,439 | Trimmed |
| 19 | BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $54.1M | 1.29% | 112,888 | Trimmed |
| 20 | AMZN | AMAZON.COM INC | $52.9M | 1.27% | 254,586 | Trimmed |
| 21 | GOOGL | GOOGLE INC | $52.5M | 1.25% | 182,555 | Trimmed |
| 22 | JPM | JPMORGAN CHASE & CO COM | $38.6M | 0.92% | 131,299 | Trimmed |
| 23 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $35.9M | 0.86% | 559,702 | Added |
| 24 | VWO | VANGUARD FTSE EMERGING MARKETS ETF | $34.8M | 0.83% | 644,421 | Trimmed |
| 25 | GOOG | ALPHABET INC CAP STK CL C | $33.1M | 0.79% | 115,301 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31