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 301–350 of 656
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| FLOT | ISHARES TR | 26K | $1M+ | SH |
| JMST | J P MORGAN EXCHANGE TRADED F | 26K | $1M+ | SH |
| BSY | BENTLEY SYS INC | 35K | $1M+ | SH |
| NKE | NIKE INC | 21K | $1M+ | SH |
| D | DOMINION ENERGY INC | 23K | $1M+ | SH |
| SCHH | SCHWAB STRATEGIC TR | 63K | $1M+ | SH |
| IDXX | IDEXX LABS INC | 2K | $1M+ | SH |
| DSI | ISHARES TR | 10K | $1M+ | SH |
| FDLS | NORTHERN LTS FD TR IV | 35K | $1M+ | SH |
| SO | SOUTHERN CO | 14K | $1M+ | SH |
| DFAS | DIMENSIONAL ETF TRUST | 18K | $1M+ | SH |
| NVS | NOVARTIS AG | 9K | $1M+ | SH |
| FVAL | FIDELITY COVINGTON TRUST | 16K | $1M+ | SH |
| EMR | EMERSON ELEC CO | 9K | $1M+ | SH |
| NOBL | PROSHARES TR | 11K | $1M+ | SH |
| WM | WASTE MGMT INC DEL | 5K | $1M+ | SH |
| POCT | INNOVATOR ETFS TRUST | 26K | $1M+ | SH |
| IBTK | ISHARES TR | 58K | $1M+ | SH |
| DE | DEERE & CO | 2K | $1M+ | SH |
| JPIB | J P MORGAN EXCHANGE TRADED F | 23K | $1M+ | SH |
| BUFG | FIRST TR EXCHNG TRADED FD VI | 41K | $1M+ | SH |
| IBTL | ISHARES TR | 55K | $1M+ | SH |
| CRM | SALESFORCE INC | 4K | $1M+ | SH |
| FESM | FIDELITY COVINGTON TRUST | 30K | $1M+ | SH |
| AFG | AMERICAN FINL GROUP INC OHIO | 8K | $1M+ | SH |
| PDEC | INNOVATOR ETFS TRUST | 26K | $1M+ | SH |
| CSX | CSX CORP | 31K | $1M+ | SH |
| PAYX | PAYCHEX INC | 10K | $1M+ | SH |
| IRTR | ISHARES TR | 36K | $1M+ | SH |
| IUSB | ISHARES TR | 23K | $1M+ | SH |
| ULST | SSGA ACTIVE ETF TR | 27K | $1M+ | SH |
| SLV | ISHARES SILVER TR | 17K | $1M+ | SH |
| PJAN | INNOVATOR ETFS TRUST | 23K | $1M+ | SH |
| FNDB | SCHWAB STRATEGIC TR | 40K | $1M+ | SH |
| BAC | BANK AMERICA CORP | 19K | $1M+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 26K | $1M+ | SH |
| VSGX | VANGUARD WORLD FD | 15K | $1M+ | SH |
| VFH | VANGUARD WORLD FD | 8K | $1M+ | SH |
| CGIB | CAPITAL GRP FIXED INCM ETF T | 41K | $1M+ | SH |
| JGRO | J P MORGAN EXCHANGE TRADED F | 11K | $1M+ | SH |
| KLAC | KLA CORP | 821 | $500K+ | SH |
| PFE | PFIZER INC | 40K | $500K+ | SH |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | 31K | $500K+ | SH |
| CALF | PACER FDS TR | 22K | $500K+ | SH |
| WEC | WEC ENERGY GROUP INC | 9K | $500K+ | SH |
| FEBM | FIRST TR EXCHNG TRADED FD VI | 32K | $500K+ | SH |
| HON | HONEYWELL INTL INC | 5K | $500K+ | SH |
| SPIB | SPDR SERIES TRUST | 27K | $500K+ | SH |
| FEGE | RBB FUND TRUST | 20K | $500K+ | SH |
| GBIL | GOLDMAN SACHS ETF TR | 9K | $500K+ | SH |