Valeo Financial Advisors, LLC

All 13F Filings

Location
Carmel, IN
Most recent 13F
Q4 2025
Holdings value ($000)
4,501,106
Description
Carmel Indiana based fiduciary portfolio advisory practice with a manager led operating structure and a governance centered and selective investment mandate. The approach emphasizes valuation discipline and downside awareness, fundamental research depth, and active stewardship and governance oversight for private client and family mandates. Decision making is guided by risk budgets, governance discipline, and pragmatic portfolio controls through fundamental conviction testing and decision traceability.
Website
Founded
Chairman
CEO
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q4 2025 2/4/2026 836 4,501,106 13F-HR Valeo Financial Advisors, LLC
Q3 2025 11/3/2025 825 4,390,953 13F-HR Valeo Financial Advisors, LLC
Q2 2025 9/12/2025 785 4,069,378 13F-HR/A - RESTATEMENT Valeo Financial Advisors, LLC
Q2 2025 7/22/2025 787 4,157,227 13F-HR Valeo Financial Advisors, LLC
Q1 2025 4/30/2025 694 3,586,996 13F-HR Valeo Financial Advisors, LLC
Q4 2024 1/30/2025 741 3,594,496 13F-HR Valeo Financial Advisors, LLC
Q3 2024 10/10/2024 705 3,508,720 13F-HR Valeo Financial Advisors, LLC
Q2 2024 7/10/2024 678 3,199,954 13F-HR Valeo Financial Advisors, LLC
Q1 2024 4/25/2024 667 2,790,463 13F-HR/A - RESTATEMENT Valeo Financial Advisors, LLC
Q1 2024 4/19/2024 677 2,905,808 13F-HR Valeo Financial Advisors, LLC
Q4 2023 1/29/2024 671 2,476,873 13F-HR Valeo Financial Advisors, LLC
Q3 2023 10/20/2023 646 2,195,036 13F-HR Valeo Financial Advisors, LLC
Q2 2023 7/14/2023 613 2,188,968 13F-HR Valeo Financial Advisors, LLC
Q1 2023 4/17/2023 640 2,076,398 13F-HR Valeo Financial Advisors, LLC
Q4 2022 2/9/2023 565 1,823,044 13F-HR Valeo Financial Advisors, LLC
Q3 2022 10/31/2022 510 1,568,549 13F-HR Valeo Financial Advisors, LLC
Q2 2022 8/3/2022 513 1,593,389 13F-HR Valeo Financial Advisors, LLC
Q1 2022 4/28/2022 643 1,967,955 13F-HR Valeo Financial Advisors, LLC
Q4 2021 1/7/2022 598 1,847,961 13F-HR Valeo Financial Advisors, LLC
Q3 2021 11/2/2021 583 1,749,769 13F-HR Valeo Financial Advisors, LLC
Q2 2021 7/22/2021 517 1,648,357 13F-HR Valeo Financial Advisors, LLC
Q1 2021 4/12/2021 2,120 2,161,881 13F-HR Valeo Financial Advisors, LLC
Q4 2020 2/11/2021 1,776 1,945,217 13F-HR Valeo Financial Advisors, LLC
Q3 2020 10/28/2020 1,680 1,143,590 13F-HR Valeo Financial Advisors, LLC
Q2 2020 7/20/2020 2,148 1,098,503 13F-HR Valeo Financial Advisors, LLC
Q1 2020 4/13/2020 1,889 940,501 13F-HR Valeo Financial Advisors, LLC
Q4 2019 1/24/2020 1,710 1,030,165 13F-HR Valeo Financial Advisors, LLC
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000): 6.798 K (0.2% of total reported value) · QoQ Δ: -614
Type Value ($000) Share % Inflow Outflow Net
Stocks 1.802 M 40.1% 74.97 K 0 74.97 K
ETFs 2.692 M 59.9% 35.8 K 0 35.8 K
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Fund Snapshot

Q4 2025
Latest filed
2/4/2026
Total value ($000)
4,501,106
Holdings
836
QoQ value change ($000)
110,153 (2.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.