CIK 1380443
Valmark Advisers, Inc.
Institutional 13F holdings & portfolio
Holdings
656
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
6
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 656
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | 11.9M | $1M+ | SH |
| SPYG | SPDR SERIES TRUST | 4.7M | $1M+ | SH |
| SPYV | SPDR SERIES TRUST | 8.7M | $1M+ | SH |
| SPMD | SPDR SERIES TRUST | 7.0M | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 580K | $1M+ | SH |
| VTIP | VANGUARD MALVERN FDS | 6.7M | $1M+ | SH |
| SPSB | SPDR SERIES TRUST | 8.7M | $1M+ | SH |
| SPSM | SPDR SERIES TRUST | 5.3M | $1M+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 4.5M | $1M+ | SH |
| SPTM | SPDR SERIES TRUST | 2.9M | $1M+ | SH |
| VGIT | VANGUARD SCOTTSDALE FDS | 3.1M | $1M+ | SH |
| GUNR | FLEXSHARES TR | 3.6M | $1M+ | SH |
| REET | ISHARES TR | 6.3M | $1M+ | SH |
| USIG | ISHARES TR | 3.0M | $1M+ | SH |
| EMXC | ISHARES INC | 1.8M | $1M+ | SH |
| HYLB | DBX ETF TR | 3.3M | $1M+ | SH |
| BSV | VANGUARD BD INDEX FDS | 1.5M | $1M+ | SH |
| EMLC | VANECK ETF TRUST | 4.4M | $1M+ | SH |
| LQD | ISHARES TR | 872K | $1M+ | SH |
| SMLF | ISHARES TR | 1.2M | $1M+ | SH |
| VGSH | VANGUARD SCOTTSDALE FDS | 1.3M | $1M+ | SH |
| EFA | ISHARES TR | 821K | $1M+ | SH |
| IVW | ISHARES TR | 598K | $1M+ | SH |
| VMBS | VANGUARD SCOTTSDALE FDS | 1.6M | $1M+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 2.6M | $1M+ | SH |
| HYBB | ISHARES TR | 1.5M | $1M+ | SH |
| XSOE | WISDOMTREE TR | 1.7M | $1M+ | SH |
| IVE | ISHARES TR | 286K | $1M+ | SH |
| IJH | ISHARES TR | 902K | $1M+ | SH |
| AAPL | APPLE INC | 207K | $1M+ | SH |
| GTR | WISDOMTREE TR | 2.2M | $1M+ | SH |
| VEU | VANGUARD INTL EQUITY INDEX F | 644K | $1M+ | SH |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 1.1M | $1M+ | SH |
| JPST | J P MORGAN EXCHANGE TRADED F | 902K | $1M+ | SH |
| IVV | ISHARES TR | 65K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 128K | $1M+ | SH |
| CGGR | CAPITAL GROUP GROWTH ETF | 873K | $1M+ | SH |
| VYM | VANGUARD WHITEHALL FDS | 244K | $1M+ | SH |
| ITOT | ISHARES TR | 235K | $1M+ | SH |
| IJR | ISHARES TR | 288K | $1M+ | SH |
| BNDX | VANGUARD CHARLOTTE FDS | 708K | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 153K | $1M+ | SH |
| IUSG | ISHARES TR | 199K | $1M+ | SH |
| FLRN | SPDR SERIES TRUST | 977K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 60K | $1M+ | SH |
| CGCB | CAPITAL GRP FIXED INCM ETF T | 1.1M | $1M+ | SH |
| VXF | VANGUARD INDEX FDS | 141K | $1M+ | SH |
| IWY | ISHARES TR | 103K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 58K | $1M+ | SH |
| CGUS | CAPITAL GROUP CORE EQUITY ET | 665K | $1M+ | SH |