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 51–100 of 656
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| CGGO | CAPITAL GROUP GBL GROWTH EQT | 756K | $1M+ | SH |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | 727K | $1M+ | SH |
| DVY | ISHARES TR | 179K | $1M+ | SH |
| AGG | ISHARES TR | 247K | $1M+ | SH |
| SPEM | SPDR INDEX SHS FDS | 514K | $1M+ | SH |
| CGCP | CAPITAL GRP FIXED INCM ETF T | 1.0M | $1M+ | SH |
| RDVY | FIRST TR EXCHANGE TRADED FD | 312K | $1M+ | SH |
| DWM | WISDOMTREE TR | 308K | $1M+ | SH |
| SGOV | ISHARES TR | 209K | $1M+ | SH |
| USMV | ISHARES TR | 215K | $1M+ | SH |
| SPDW | SPDR INDEX SHS FDS | 439K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 103K | $1M+ | SH |
| XLV | SELECT SECTOR SPDR TR | 119K | $1M+ | SH |
| CGMS | CAPITAL GRP FIXED INCM ETF T | 647K | $1M+ | SH |
| XSVM | INVESCO EXCHANGE TRADED FD T | 311K | $1M+ | SH |
| FBND | FIDELITY MERRIMACK STR TR | 376K | $1M+ | SH |
| STIP | ISHARES TR | 154K | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 81K | $1M+ | SH |
| VNQ | VANGUARD INDEX FDS | 162K | $1M+ | SH |
| VCSH | VANGUARD SCOTTSDALE FDS | 178K | $1M+ | SH |
| SPYM | SPDR SERIES TRUST | 176K | $1M+ | SH |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | 599K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 41K | $1M+ | SH |
| DBMF | LITMAN GREGORY FDS TR | 470K | $1M+ | SH |
| AMZN | AMAZON COM INC | 53K | $1M+ | SH |
| SCHC | SCHWAB STRATEGIC TR | 270K | $1M+ | SH |
| TDTT | FLEXSHARES TR | 481K | $1M+ | SH |
| DEM | WISDOMTREE TR | 241K | $1M+ | SH |
| DES | WISDOMTREE TR | 333K | $1M+ | SH |
| SPBO | SPDR SERIES TRUST | 358K | $1M+ | SH |
| SCHR | SCHWAB STRATEGIC TR | 407K | $1M+ | SH |
| VO | VANGUARD INDEX FDS | 35K | $1M+ | SH |
| VSS | VANGUARD INTL EQUITY INDEX F | 71K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 15K | $1M+ | SH |
| SCHF | SCHWAB STRATEGIC TR | 418K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 68K | $1M+ | SH |
| DGRO | ISHARES TR | 139K | $1M+ | SH |
| HDEF | DBX ETF TR | 309K | $1M+ | SH |
| VB | VANGUARD INDEX FDS | 35K | $1M+ | SH |
| XLE | SELECT SECTOR SPDR TR | 199K | $1M+ | SH |
| FELG | FIDELITY COVINGTON TRUST | 211K | $1M+ | SH |
| VTEB | VANGUARD MUN BD FDS | 173K | $1M+ | SH |
| MUB | ISHARES TR | 81K | $1M+ | SH |
| CGSD | CAPITAL GRP FIXED INCM ETF T | 330K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 70K | $1M+ | SH |
| XLP | SELECT SECTOR SPDR TR | 102K | $1M+ | SH |
| BILS | SPDR SERIES TRUST | 79K | $1M+ | SH |
| SCHB | SCHWAB STRATEGIC TR | 285K | $1M+ | SH |
| IUSV | ISHARES TR | 71K | $1M+ | SH |
| TSLA | TESLA INC | 16K | $1M+ | SH |