Valeo Financial Advisors
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Valeo Financial Advisors’s CoreWeave CRWV Stock Holding History

Valeo Financial Advisors’s Portfolio CRWV Stock Details CRWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$227K Buy
+2,607
New +$223K ﹤0.01% 732
2025
Q4 		– Sell
-2,013
Closed -$275K – 920
2025
Q3 		$275K Buy
+2,013
New +$238K 0.01% 638

Other funds holding CRWV

CS
Cisco Systems San Jose, California $294M AUM 0.93% 1-Year Est. Return
GCM
Glynn Capital Management Menlo Park, California $334M AUM 74.9% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return
NFSG
Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Valeo Financial Advisors's CRWV Position: Q3 2026 in Review

Valeo Financial Advisors opened a new position in CoreWeave (CRWV) in Q3 2026: 2,607 shares worth $227K. The stake represents ﹤0.01% of the portfolio and ranks #732 among its holdings. This is a return to the name: Valeo Financial Advisors previously reported a position in CRWV as recently as Q3 2025.

Valeo Financial Advisors first reported a position in CRWV in Q3 2025 and has held it in 2 quarters since. The position peaked at $275K in Q3 2025. 89 funds tracked by Wall St. Rank hold CRWV as of Q3 2026.

  • Valeo Financial Advisors held 2,607 shares of CoreWeave worth $227K as of Q3 2026.
  • CoreWeave was a new Valeo Financial Advisors position in Q3 2026.
  • CoreWeave made up ﹤0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #732 holding.
  • Valeo Financial Advisors first reported a position in CoreWeave in Q3 2025 and has held it in 2 quarters since.
  • Valeo Financial Advisors's CoreWeave position peaked at $275K in Q3 2025.
  • 89 funds tracked by Wall St. Rank held CoreWeave as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.