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 151–200 of 656
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| CGBL | CAPITAL GROUP CORE BALANCED | 119K | $1M+ | SH |
| EEMS | ISHARES INC | 62K | $1M+ | SH |
| IBDS | ISHARES TR | 171K | $1M+ | PRN |
| FVD | FIRST TR EXCHANGE-TRADED FD | 89K | $1M+ | SH |
| CGMM | CAPITAL GROUP EQUITY ETF TR | 142K | $1M+ | SH |
| HD | HOME DEPOT INC | 12K | $1M+ | SH |
| OAIM | UNIFIED SER TR | 97K | $1M+ | SH |
| CGIE | CAPITAL GROUP INTERNATIONAL | 111K | $1M+ | SH |
| VOOV | VANGUARD ADMIRAL FDS INC | 19K | $1M+ | SH |
| FHLC | FIDELITY COVINGTON TRUST | 51K | $1M+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 20K | $1M+ | SH |
| VYMI | VANGUARD WHITEHALL FDS | 41K | $1M+ | SH |
| MGC | VANGUARD WORLD FD | 14K | $1M+ | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 63K | $1M+ | SH |
| SCHA | SCHWAB STRATEGIC TR | 125K | $1M+ | SH |
| IVOO | VANGUARD ADMIRAL FDS INC | 32K | $1M+ | SH |
| CGGE | CAPITAL GROUP GLOBAL EQUITY | 113K | $1M+ | SH |
| IBDT | ISHARES TR | 140K | $1M+ | SH |
| ACN | ACCENTURE PLC IRELAND | 13K | $1M+ | SH |
| SPMB | SPDR SERIES TRUST | 155K | $1M+ | SH |
| GLDM | WORLD GOLD TR | 41K | $1M+ | SH |
| ESGV | VANGUARD WORLD FD | 28K | $1M+ | SH |
| MTUM | ISHARES TR | 14K | $1M+ | SH |
| GLTR | ABRDN PRECIOUS METALS BASKET | 16K | $1M+ | SH |
| SCHM | SCHWAB STRATEGIC TR | 111K | $1M+ | SH |
| VIOO | VANGUARD ADMIRAL FDS INC | 30K | $1M+ | SH |
| MGK | VANGUARD WORLD FD | 8K | $1M+ | SH |
| CSCO | CISCO SYS INC | 42K | $1M+ | SH |
| CMF | ISHARES TR | 56K | $1M+ | SH |
| VDE | VANGUARD WORLD FD | 25K | $1M+ | SH |
| GE | GE AEROSPACE | 10K | $1M+ | SH |
| ADP | AUTOMATIC DATA PROCESSING IN | 12K | $1M+ | SH |
| IBDU | ISHARES TR | 132K | $1M+ | SH |
| ISTB | ISHARES TR | 61K | $1M+ | SH |
| NEE | NEXTERA ENERGY INC | 36K | $1M+ | SH |
| USTB | VICTORY PORTFOLIOS II | 57K | $1M+ | SH |
| IBTG | ISHARES TR | 127K | $1M+ | SH |
| VUSB | VANGUARD BD INDEX FDS | 58K | $1M+ | SH |
| FNDX | SCHWAB STRATEGIC TR | 105K | $1M+ | SH |
| MRK | MERCK & CO INC | 27K | $1M+ | SH |
| VHT | VANGUARD WORLD FD | 10K | $1M+ | SH |
| SCHZ | SCHWAB STRATEGIC TR | 122K | $1M+ | SH |
| IXUS | ISHARES TR | 34K | $1M+ | SH |
| EEM | ISHARES TR | 52K | $1M+ | SH |
| AMGN | AMGEN INC | 9K | $1M+ | SH |
| IBTH | ISHARES TR | 124K | $1M+ | SH |
| IEMG | ISHARES INC | 41K | $1M+ | SH |
| KO | COCA COLA CO | 39K | $1M+ | SH |
| V | VISA INC | 8K | $1M+ | SH |
| LOW | LOWES COS INC | 11K | $1M+ | SH |