Institutions / Valmark Advisers, Inc.
Valmark Advisers, Inc.
CIK 1380443 · Institution · as of Mar 31, 2026
Portfolio value
$8.42B
Positions
675
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$8.42B+3.8%Positions
675+3.1%Top holdings
Mar 31, 2026View all 675 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Tax-Managed Fds | $778.65M | 9.3% |
| SPDR Series Trust | $509.00M | 6.0% |
| SPDR Series Trust | $478.23M | 5.7% |
| SPDR Series Trust | $427.29M | 5.1% |
| Vanguard Malvern Fds | $353.34M | 4.2% |
| Vanguard Index Fds | $299.78M | 3.6% |
| SPDR Series Trust | $274.45M | 3.3% |
| SPDR Series Trust | $261.52M | 3.1% |
| Vanguard Intl Equity Index F | $248.62M | 3.0% |
| SPDR Series Trust | $232.42M | 2.8% |
| Flexshares Tr | $188.92M | 2.2% |
| Vanguard Scottsdale Fds | $186.89M | 2.2% |
| iShares Tr | $162.97M | 1.9% |
| iShares Tr | $154.48M | 1.8% |
| iShares Inc | $141.21M | 1.7% |
| Vanguard Bd Index Fds | $126.29M | 1.5% |
| Dbx ETF Tr | $120.39M | 1.4% |
| VanEck ETF Trust | $114.08M | 1.4% |
| iShares Tr | $100.75M | 1.2% |
| iShares MSCI UAE ETF | $97.15M | 1.2% |
| Schwab Strategic Tr | $81.78M | 1.0% |
| Vanguard Scottsdale Fds | $74.71M | 0.9% |
| Capital Group Dividend Growe | $74.65M | 0.9% |
| Vanguard Scottsdale Fds | $73.81M | 0.9% |
| Capital Group Dividend Value | $71.48M | 0.8% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Trim | 464287465 | $-48.75M | -502K -61.11% | 319,388 0.37% of portfolio | medium |
| Q1 2026 as of | Add | 14021L109 | $48.56M | +1.4M +186.08% | 2,079,344 0.89% of portfolio | medium |
| Q1 2026 as of | Trim | 922908363 | $-46.51M | -78K -13.43% | 501,676 3.56% of portfolio | medium |
| Q1 2026 as of | Add | 14020G101 | $30.14M | +750K +85.88% | 1,623,062 0.78% of portfolio | medium |
| Q1 2026 as of | Add | 14020W106 | $26.34M | +619K +58.34% | 1,680,301 0.85% of portfolio | medium |
| Q1 2026 as of | Add | 14020V108 | $25.67M | +668K +100.47% | 1,333,129 0.61% of portfolio | medium |
| Q1 2026 as of | Add | 092528603 | $24.72M | +476K +429.88% | 586,763 0.36% of portfolio | medium |
| Q1 2026 as of | Add | 14020Y508 | $24.44M | +931K +82.53% | 2,058,831 0.64% of portfolio | medium |
| Q1 2026 as of | Add | 14020Y300 | $23.94M | +879K +135.93% | 1,525,745 0.49% of portfolio | medium |
| Q1 2026 as of | Add | 14020Y102 | $23.16M | +1.0M +98.96% | 2,084,059 0.55% of portfolio | medium |