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Valeo Financial Advisors’s loanDepot LDI Stock Holding History

Valeo Financial Advisors’s Portfolio LDI Stock Details LDI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$21.5K Buy
+36,421
New +$33.7K ﹤0.01% 842

Other funds holding LDI

AP
Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
SA
Sincerus Advisory New York $153M AUM 15.11% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

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

Valeo Financial Advisors opened a new position in loanDepot (LDI) in Q3 2026: 36,421 shares worth $21.5K. The stake represents ﹤0.01% of the portfolio and ranks #842 among its holdings.

7 funds tracked by Wall St. Rank hold LDI as of Q3 2026.

  • Valeo Financial Advisors held 36,421 shares of loanDepot worth $21.5K as of Q3 2026.
  • loanDepot was a new Valeo Financial Advisors position in Q3 2026.
  • loanDepot made up ﹤0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #842 holding.
  • 7 funds tracked by Wall St. Rank held loanDepot as of Q3 2026.

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