Valeo Financial Advisors
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Valeo Financial Advisors’s ReNew RNW Stock Holding History

Valeo Financial Advisors’s Portfolio RNW Stock Details RNW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$87K Buy
+12,726
New +$83.2K ﹤0.01% 813

Other funds holding RNW

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AP
Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
AWM
Able Wealth Management Toms River, New Jersey $455M AUM 13.63% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

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

Valeo Financial Advisors opened a new position in ReNew (RNW) in Q3 2026: 12,726 shares worth $87K. The stake represents ﹤0.01% of the portfolio and ranks #813 among its holdings.

12 funds tracked by Wall St. Rank hold RNW as of Q3 2026.

  • Valeo Financial Advisors held 12,726 shares of ReNew worth $87K as of Q3 2026.
  • ReNew was a new Valeo Financial Advisors position in Q3 2026.
  • ReNew made up ﹤0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #813 holding.
  • 12 funds tracked by Wall St. Rank held ReNew as of Q3 2026.

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