Valeo Financial Advisors, LLC
Annual return '25
+16.8%
SPY '25
+17.7%
Alpha
-0.9ptsvs SPY
Invested
$4.2B
Holdings
722
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 83%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SPY
SPDR S&P 500 ETF
Q1 2026: Sold 1.4% (117.6k → 115.9k shares)
14.4%
02
$EA
ELECTRONIC ARTS INC
Held since at least Q1 2024
8.4%
03
$IJR
ISHARES S&P SMALLCAP 600 ETF
Q1 2026: Increased +1.4% (23.6k → 23.9k shares)
5.7%
04
$IJH
ISHARES CORE S&P MID CAP ETF
Q1 2026: Increased +2.6% (22.8k → 23.4k shares)
5.0%
05
$IEMG
ISHARES CORE MSCI EMERGING MKTS
Q1 2026: Increased +16.7% (245.3k → 286.2k shares)
4.9%
06
$KVUE
KENVUE INC
Q1 2026: Sold 1.3% (12.6k → 12.5k shares)
4.8%
07
$PLD
PROLOGIS SHARE BENEFICIAL INT
Held since at least Q1 2024
3.9%
08
$IVV
ISHARES S&P 500 INDEX
Q1 2026: Increased +23.8% (12.4k → 15.4k shares)
3.8%
09
$AAPL
APPLE INC
Q4 2025: New position (341.6k shares)
3.2%
10
$JCPB
JPMORGAN CORE PLUS BOND ETF
Held since at least Q1 2024
3.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:10 UTC.