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Valeo Financial Advisors, LLC

CIK:0001722641
Investment Adviser
$11B AUM
811 holdings
Carmel, IN, US
Founded:2003
177 employees
Latest filing:Jun 30, 2025

Valeo Financial Advisors, LLC is an independent, fee-only registered investment adviser headquartered in Carmel, Indiana, USA. Founded in 2003, Valeo provides comprehensive investment advisory, financial planning, estate, retirement, tax, and educational funding services primarily to individuals, estates, and trusts. The firm employs over 170 professionals and is committed to a fiduciary standard, serving clients across more than 40 states. Valeo integrates all financial aspects of clients’ lives and works collaboratively with external accountants and estate attorneys.

Investment Strategy

Valeo Financial Advisors uses a client-centric, fiduciary approach focused on discretionary and non-discretionary investment management and holistic financial planning. Their investment strategies are tailored to individual client objectives, risk profiles, and circumstances, without limiting advice to proprietary products or a narrow set of investments. They evaluate portfolios net of fees, taxes, and risk, and carefully align investments with client goals and overall net worth. The firm’s fee structure is based on total net worth, further encouraging comprehensive wealth management and planning across all financial dimensions, including insurance, tax optimization, and estate planning.

Top Buys
S
SPYSPDR S&P 500 ETF
+$62.7M
G
GBILACCESS TREASURY 0-1 YEAR ETF
+$41.1M
N
NVDANVIDIA CORP
+$35.6M
M
MSFTMICROSOFT
+$28.8M
I
IJRISHARES S&P SMALLCAP 600 ETF
+$25.4M
Top Sells
P
PLDPROLOGIS SHARE BENEFICIAL INT
-$8.7M
A
AAPLAPPLE INC
-$6.3M
B
BRK-BBERKSHIRE HATHAWAY INC DEL CL B NEW
-$6.2M
V
VTEBVANGUARD TAX-EXEMPT BOND ETF
-$4.3M
V
VUGVANGUARD GROWTH ETF
-$2.8M

Top Holdings

S
SPYSPDR S&P 500 ETF
+14.2%$583.9M
I
IJRISHARES S&P SMALLCAP 600 ETF
+6.0%$245.6M
I
IJHISHARES CORE S&P MID CAP ETF
+5.5%$225.0M
I
IEMGISHARES CORE MSCI EMERGING MKTS
+4.2%$174.6M
I
IVVISHARES S&P 500 INDEX
+3.4%$138.8M

Equity Positions (768)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
S
SPY
SPDR S&P 500 ETF14.18%$583.9M996,307$365.75$617.85+$62.7M
I
IJR
ISHARES S&P SMALLCAP 600 ETF5.96%$245.6M2,267,439$90.72$109.29+$25.4M
I
IJH
ISHARES CORE S&P MID CAP ETF5.47%$225.0M3,632,757$60.05$62.02+$22.7M
I
IEMG
ISHARES CORE MSCI EMERGING MKTS4.24%$174.6M2,908,007$51.93$60.03+$20.9M
I
IVV
ISHARES S&P 500 INDEX3.37%$138.8M223,578$423.80$620.90+$22.8M

Options Positions (10)

TickerSecurityActionTypeNotional ValueContractsUnderlying PricePremium PaidChange (Contracts)Change (Value)
P
PEP
PEPSICO INC COMBought
Call
$1.5M115$132.04$132.04+115+$1.5M
S
SPY
SPDR S&P 500 ETFBought
Put
$1.3M36$617.85$598.36+24+$664.9K
A
AAPL
APPLE INCNew
Call
$420.3K70$205.17$205.17+70+$420.3K
A
AI
C3 AI INC CL ANew
Call
$294.8K120$24.57$24.57+120+$294.8K
M
MSTR
STRATEGY INC CL A NEWSold
Call
$263.2K15$404.23$200.21-38-$1.3M

Industry Allocation

SERVICES-PREPACKAGED SOFTWARE
+4.1%
PHARMACEUTICAL PREPARATIONS
+3.8%
SEMICONDUCTORS & RELATED DEVICES
+3.3%
ELECTRONIC COMPUTERS
+3.1%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+2.9%