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 551–600 of 656
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SHE | SPDR SERIES TRUST | 2K | $100K–$500K | SH |
| SPGP | INVESCO EXCHANGE TRADED FD T | 3K | $100K–$500K | SH |
| BIL | SPDR SERIES TRUST | 3K | $100K–$500K | SH |
| KMI | KINDER MORGAN INC DEL | 11K | $100K–$500K | SH |
| ELD | WISDOMTREE TR | 10K | $100K–$500K | SH |
| CMDY | ISHARES U S ETF TR | 6K | $100K–$500K | SH |
| DTM | DT MIDSTREAM INC | 3K | $100K–$500K | SH |
| NULG | NUSHARES ETF TR | 3K | $100K–$500K | SH |
| VV | VANGUARD INDEX FDS | 957 | $100K–$500K | SH |
| NVO | NOVO-NORDISK A S | 6K | $100K–$500K | SH |
| ALL | ALLSTATE CORP | 1K | $100K–$500K | SH |
| BOTZ | GLOBAL X FDS | 8K | $100K–$500K | SH |
| JTEK | J P MORGAN EXCHANGE TRADED F | 3K | $100K–$500K | SH |
| QQEW | FIRST TR EXCHANGE-TRADED FD | 2K | $100K–$500K | SH |
| CTVA | CORTEVA INC | 4K | $100K–$500K | SH |
| REZ | ISHARES TR | 4K | $100K–$500K | SH |
| YUM | YUM BRANDS INC | 2K | $100K–$500K | SH |
| SLF | SUN LIFE FINANCIAL INC. | 5K | $100K–$500K | SH |
| CVS | CVS HEALTH CORP | 4K | $100K–$500K | SH |
| TRNS | TRANSCAT INC | 5K | $100K–$500K | SH |
| IYT | ISHARES TR | 4K | $100K–$500K | SH |
| MCO | MOODYS CORP | 548 | $100K–$500K | SH |
| MO | ALTRIA GROUP INC | 5K | $100K–$500K | SH |
| QBTS | D-WAVE QUANTUM INC | 11K | $100K–$500K | SH |
| SHW | SHERWIN WILLIAMS CO | 853 | $100K–$500K | SH |
| GSEW | GOLDMAN SACHS ETF TR | 3K | $100K–$500K | SH |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | 2K | $100K–$500K | SH |
| IVLU | ISHARES TR | 7K | $100K–$500K | SH |
| IGRO | ISHARES TR | 3K | $100K–$500K | SH |
| IOO | ISHARES TR | 2K | $100K–$500K | SH |
| VONE | VANGUARD SCOTTSDALE FDS | 865 | $100K–$500K | SH |
| AMX | AMERICA MOVIL SAB DE CV | 13K | $100K–$500K | SH |
| SPLB | SPDR SERIES TRUST | 12K | $100K–$500K | SH |
| CLX | CLOROX CO DEL | 3K | $100K–$500K | SH |
| C | CITIGROUP INC | 2K | $100K–$500K | SH |
| ITA | ISHARES TR | 1K | $100K–$500K | SH |
| SYY | SYSCO CORP | 3K | $100K–$500K | SH |
| VALU | VALUE LINE INC | 7K | $100K–$500K | SH |
| QUS | SPDR SERIES TRUST | 1K | $100K–$500K | SH |
| IGSB | ISHARES TR | 5K | $100K–$500K | SH |
| IHI | ISHARES TR | 4K | $100K–$500K | SH |
| IMCG | ISHARES TR | 3K | $100K–$500K | SH |
| ESML | ISHARES TR | 5K | $100K–$500K | SH |
| SCHV | SCHWAB STRATEGIC TR | 8K | $100K–$500K | SH |
| EVSM | MORGAN STANLEY ETF TRUST | 5K | $100K–$500K | SH |
| IDU | ISHARES TR | 2K | $100K–$500K | SH |
| FE | FIRSTENERGY CORP | 5K | $100K–$500K | SH |
| TLH | ISHARES TR | 2K | $100K–$500K | SH |
| EFV | ISHARES TR | 3K | $100K–$500K | SH |
| LECO | LINCOLN ELEC HLDGS INC | 992 | $100K–$500K | SH |