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 101–150 of 656
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| GOOGL | ALPHABET INC | 23K | $1M+ | SH |
| WMT | WALMART INC | 64K | $1M+ | SH |
| CGCV | CAPITAL GROUP CONSERVATIVE E | 234K | $1M+ | SH |
| GOOG | ALPHABET INC | 23K | $1M+ | SH |
| HOLA | J P MORGAN EXCHANGE TRADED F | 133K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 11K | $1M+ | SH |
| NLR | VANECK ETF TRUST | 55K | $1M+ | SH |
| XLK | SELECT SECTOR SPDR TR | 47K | $1M+ | SH |
| GNR | SPDR INDEX SHS FDS | 102K | $1M+ | SH |
| FV | FIRST TR EXCHANGE TRADED FD | 101K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 13K | $1M+ | SH |
| IWF | ISHARES TR | 13K | $1M+ | SH |
| EBND | SPDR SERIES TRUST | 288K | $1M+ | SH |
| DYNF | BLACKROCK ETF TRUST | 99K | $1M+ | SH |
| LLY | ELI LILLY & CO | 6K | $1M+ | SH |
| VXUS | VANGUARD STAR FDS | 79K | $1M+ | SH |
| FNDF | SCHWAB STRATEGIC TR | 132K | $1M+ | SH |
| SCHP | SCHWAB STRATEGIC TR | 223K | $1M+ | SH |
| SCHX | SCHWAB STRATEGIC TR | 217K | $1M+ | SH |
| BINC | BLACKROCK ETF TRUST II | 111K | $1M+ | SH |
| FTCS | FIRST TR EXCHANGE-TRADED FD | 63K | $1M+ | SH |
| LGLV | SPDR SERIES TRUST | 33K | $1M+ | SH |
| VT | VANGUARD INTL EQUITY INDEX F | 40K | $1M+ | SH |
| IWD | ISHARES TR | 26K | $1M+ | SH |
| HYG | ISHARES TR | 66K | $1M+ | SH |
| MCD | MCDONALDS CORP | 17K | $1M+ | SH |
| META | META PLATFORMS INC | 8K | $1M+ | SH |
| EFG | ISHARES TR | 46K | $1M+ | SH |
| CWI | SPDR INDEX SHS FDS | 145K | $1M+ | SH |
| FUTY | FIDELITY COVINGTON TRUST | 91K | $1M+ | SH |
| FPE | FIRST TR EXCH TRADED FD III | 275K | $1M+ | SH |
| XT | ISHARES TR | 72K | $1M+ | SH |
| IYW | ISHARES TR | 25K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 24K | $1M+ | SH |
| PVAL | PUTNAM ETF TRUST | 105K | $1M+ | SH |
| CGHM | CAPITAL GRP FIXED INCM ETF T | 187K | $1M+ | SH |
| IWL | ISHARES TR | 28K | $1M+ | SH |
| IBD | NORTHERN LTS FD TR IV | 189K | $1M+ | SH |
| SUB | ISHARES TR | 43K | $1M+ | SH |
| XLU | SELECT SECTOR SPDR TR | 106K | $1M+ | SH |
| RWO | SPDR INDEX SHS FDS | 99K | $1M+ | SH |
| BLV | VANGUARD BD INDEX FDS | 63K | $1M+ | SH |
| BIV | VANGUARD BD INDEX FDS | 57K | $1M+ | SH |
| IAGG | ISHARES TR | 88K | $1M+ | SH |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | 148K | $1M+ | SH |
| JAAA | JANUS DETROIT STR TR | 86K | $1M+ | SH |
| IEFA | ISHARES TR | 48K | $1M+ | SH |
| VOOG | VANGUARD ADMIRAL FDS INC | 10K | $1M+ | SH |
| FDVV | FIDELITY COVINGTON TRUST | 75K | $1M+ | SH |
| IBDR | ISHARES TR | 176K | $1M+ | PRN |