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Manager record

Valeo Financial Advisors, LLC

Carmel, IN · CIK 1722641 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$4.74BReported 13F valueQ3 2026 · as filed
872Holdings listed
+0.1%vs prior quartervalue change includes market moves
6Quarters on record
Oct 08Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $4.1B$4.1BQ2 2025797 holdingsQ3 2025: $4.4B$4.4BQ3 2025840 holdingsQ4 2025: $4.5B$4.5BQ4 2025858 holdingsQ1 2026: $4.2B$4.2BQ1 2026794 holdingsQ2 2026: $4.7B$4.7BQ2 2026848 holdingsQ3 2026: $4.7B$4.7BQ3 2026872 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 08 2026 13F-HR · period Q3 2026

$4.74B · 872 holdings listed · View original SEC filing ↗
Jul 08 2026 13F-HR · period Q2 2026

$4.74B · 848 holdings listed · View original SEC filing ↗
May 08 2026 13F-HR · period Q1 2026

$4.19B · 794 holdings listed · View original SEC filing ↗
Feb 04 2026 13F-HR · period Q4 2025

$4.50B · 858 holdings listed · View original SEC filing ↗
Nov 03 2025 13F-HR · period Q3 2025

$4.39B · 840 holdings listed · View original SEC filing ↗
Sep 12 2025 13F-HR/A · period Q2 2025

$4.07B · 797 holdings listed · amendment (restatement) · View original SEC filing ↗
Jul 22 2025 13F-HR · period Q2 2025

$4.16B · 799 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 08, 2026 · Change methodology