Position in HOOD
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$337,141
+$130,508 QoQ
Shares Held
3,362
+84.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#916
of 1,380 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HOOD Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Valeo Financial Advisors, LLC holds $14,846,325 across 7 Capital Markets names. HOOD ranks #5 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
7,986 | $8,076,800 | |
| 2 | MS |
Morgan Stanley
|
14,476 | $3,026,063 | |
| 3 | SCHW |
Schwab Charles Corp
|
27,938 | $2,577,839 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
4,344 | $378,101 | |
| 5 | HOOD |
Robinhood Markets, Inc.
This page
|
3,362 | $337,141 | |
| 6 | RIOT |
Riot Platforms, Inc.
|
11,611 | $317,909 | |
| 7 | NMR |
Nomura Holdings Inc
|
15,088 | $132,472 |
All Filings in HOOD
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $337,141 | 3,362 | Shares | Sole | 2026-07-08 | |
| 2025-12-31 | $206,633 | 1,827 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $266,314 | 1,860 | Shares | Sole | 2025-11-03 | |
| No filing history on record for this holder in this stock. | ||||||