IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Valeo Financial Advisors, LLC

Q2 2026 Holdings

Filed 2026-07-08 | 848 holdings | $4.7B | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Cloudflare Inc CL A COM(NET)Stock18915M107$332.8K1,3570.0%
Fidelity Msci Information Technology Index ETF(FTEC)ETF316092808$334.3K1,1700.0%
Texas Roadhouse Inc COM(TXRH)Stock882681109$335.4K1,7360.0%
Wahed DOW Jones Islamic World ETF(UMMA)ETF53656F268$335.6K8,5020.0%
WEC Energy Group Inc COM(WEC)Stock92939U106$335.9K2,8770.0%
Ishares Future AI & Tech ETF(ARTY)ETF46435U556$336.1K4,4140.0%
Vanguard Intermediate-Term Bond(BIV)ETF921937819$337.1K4,3950.0%
Robinhood Mkts Inc COM CL A(HOOD)Stock770700102$337.1K3,3620.0%
Aptus International Enhanced Yield(IDUB)ETF26922B709$337.9K12,2930.0%
RED Rock Resorts Inc CL A(RRR)Stock75700L108$338.4K5,2010.0%
American Tower Corp(AMT)REIT03027X100$338.8K2,0720.0%
Wisdomtree TR India Earnings FD(EPI)ETF97717W422$339.2K7,9290.0%
Ishares Msci Eafe Small Cap ETF(SCZ)ETF464288273$342.3K4,1610.0%
Eastman Chemical Co(EMN)Stock277432100$343.0K5,1200.0%
Principal Financial Group Inc(PFG)Stock74251V102$343.0K3,1830.0%
Manulife Finl Corp(MFC)Stock56501R106$343.4K8,4760.0%
Lincoln Natl Corp IND COM(LNC)Stock534187109$343.4K9,7150.0%
EOG Resources Inc(EOG)Stock26875P101$344.1K2,6520.0%
Mizuho Financial Group Inc Sponsored ADR(MFG)ADR60687Y109$345.1K36,0200.0%
RIO Tinto PLC Spon ADR(RIO)ADR767204100$345.1K3,6360.0%
Aptus Large Cap Enhanced Yield ETF(DUBS)ETF26922B535$345.2K8,2880.0%
Plains All American Pipeline LP(PAA)Stock726503105$346.2K15,5530.0%
Accenture PLC Class A(ACN)StockG1151C101$348.9K2,8040.0%
Health Care Ppty Invs Inc(DOC)REIT42250P103$350.8K16,3940.0%
Ishares ESG Select Screened S&P Small-Cap ETF(XJR)ETF46436E544$350.9K6,6530.0%
Dexcom Inc COM(DXCM)Stock252131107$351.3K5,2060.0%
Proshares S&P Technology Dividend Aristocrats ETF(TDV)ETF74347G606$353.4K3,3990.0%
Dutch Bros Inc CL A(BROS)Stock26701L100$353.4K4,9210.0%
Ishares S&P North Amer Tech-Software(IGV)ETF464287515$355.4K3,9230.0%
Western Union Company(WU)Stock959802109$355.8K46,2100.0%
Anheuser Busch(BUD)ADR03524A108$356.2K4,3230.0%
Williams Sonoma Inc COM(WSM)Stock969904101$357.3K1,5310.0%
Agnico Eagle Mines LTD COM(AEM)Stock008474108$357.7K2,3060.0%
Ishares U.S. Healthcare Providers ETF(IHF)ETF464288828$359.1K6,4900.0%
Reddit Inc CL A(RDDT)Stock75734B100$360.8K2,0790.0%
Digital Realty Trust Inc(DLR)REIT253868103$361.3K2,0120.0%
Toll Bros Inc(TOL)Stock889478103$364.7K2,2130.0%
Sony Group Corp Sponsored ADR(SONY)ADR835699307$364.8K18,1830.0%
Vanguard Index FDS Mid-Cap Value Index Viper SHS ETF(VOE)ETF922908512$365.4K1,8490.0%
NXP Semiconductors NV COM(NXPI)StockN6596X109$366.6K1,3040.0%
Hewlett Packard Enterprise Co COM(HPE)Stock42824C109$366.9K8,1340.0%
SP Funds S&P World (Ex-US) ETF(SPWO)ETF84612A200$367.1K10,6150.0%
Intuit Inc(INTU)Stock461202103$367.5K1,4080.0%
Ball Corp COM(BALL)Stock058498106$368.7K5,9090.0%
Baker Hughes Inc(BKR)Stock05722G100$370.4K6,6750.0%
Spdr SER TR DJ Wilshire Small Cap Value ETF(SLYV)ETF78464A300$371.2K3,4110.0%
Powershares Ftse Rafi US 1000(PRF)ETF46137V613$372.2K6,8890.0%
SP Funds S&P 500 Sharia Industry Exclusions ETF(SPUS)ETF886364801$373.3K6,4930.0%
Edwards Lifesciences Corp COM(EW)Stock28176E108$375.0K4,1460.0%
Interactive Brokers Group Inc(IBKR)Stock45841N107$378.1K4,3440.0%
PreviousPage 6 of 17Next