Valor Advisors LLC
Long book
$118.9M
Q1 2026
Positions
35
Top-10 weight
89%
concentration
Last quarter
+13.2%
SPY +14.8%
Turnover
3%
of book per quarter
Strategy in plain words
auto-generated from filingsValor Advisors LLC is a wealth-management firm allocating client money, specialised in financials (100% of the long book), running a $118.9M US long book across 35 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: SS SPDR S&P 500 ETF TRUST-US, BERKSHIRE HATHAWAY INC-CL B, VANGUARD S&P 500 ETF, ISHARES USTECHNOLOGY ETF, ISHARES US FINANCIALS ETF.
Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q4 2025
-2.7%
Q1 2026
+13.2%
Sector allocation
Financials 100%