VALEO FINANCIAL ADVISORS, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PLD | 1.24M | $163.72M |
 | AAPL | 526K | $133.51M |
 | NVDA | 482K | $83.98M |
 | XPEV | 386K | $6.61M |
 | TALK | 324K | $1.68M |
 | AMZN | 254K | $52.89M |
 | MBIN | 235K | $10.09M |
 | ET | 205K | $3.95M |
 | GOOGL | 182K | $52.38M |
 | BAC | 179K | $8.71M |
 | T | 177K | $5.12M |
 | MSFT | 176K | $65.16M |
 | PFE | 159K | $4.46M |
 | LLY | 132K | $121.08M |
 | JPM | 131K | $38.62M |
 | MIST | 131K | $155.53K |
 | GOOG | 115K | $33.06M |
 | BRK-B | 113K | $54.10M |
 | WMT | 111K | $13.81M |
 | XOM | 101K | $17.22M |
Prologis, Inc.
PLD
Shares Held
1.24M
Value
$163.72M
Apple Inc.
AAPL
Shares Held
526K
Value
$133.51M
NVIDIA Corporation
NVDA
Shares Held
482K
Value
$83.98M
XPeng Inc.
XPEV
Shares Held
386K
Value
$6.61M
Talkspace, Inc.
TALK
Shares Held
324K
Value
$1.68M
Amazon.com, Inc.
AMZN
Shares Held
254K
Value
$52.89M
Merchants Bancorp
MBIN
Shares Held
235K
Value
$10.09M
Energy Transfer LP
ET
Shares Held
205K
Value
$3.95M
Alphabet Inc.
GOOGL
Shares Held
182K
Value
$52.38M
Bank of America Corporation
BAC
Shares Held
179K
Value
$8.71M
AT&T Inc.
T
Shares Held
177K
Value
$5.12M
Microsoft Corporation
MSFT
Shares Held
176K
Value
$65.16M
Pfizer Inc.
PFE
Shares Held
159K
Value
$4.46M
Eli Lilly and Company
LLY
Shares Held
132K
Value
$121.08M
JPMorgan Chase & Co.
JPM
Shares Held
131K
Value
$38.62M
Milestone Pharmaceuticals Inc.
MIST
Shares Held
131K
Value
$155.53K
Alphabet Inc.
GOOG
Shares Held
115K
Value
$33.06M
Berkshire Hathaway Inc.
BRK-B
Shares Held
113K
Value
$54.10M
Walmart Inc.
WMT
Shares Held
111K
Value
$13.81M
Exxon Mobil Corporation
XOM
Shares Held
101K
Value
$17.22M