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Valmark Advisers, Inc.

All holdings · as of Mar 31, 2026

675 positions

CompanyClassValueShares% of portfolio
VANECK ETF TRUST$7.52M56,4310.1%
J P MORGAN EXCHANGE TRADED F$7.48M142,2100.1%
CAPITAL GRP FIXED INCM ETF T$7.47M295,1030.1%
SCHWAB STRATEGIC TR$7.23M288,2430.1%
Alphabet Inc.$6.92M24,0480.1%
ISHARES TR$6.91M67,5970.1%
BlackRock ETF Trust - iShares International Country Rotation Active ETF$6.80M116,9390.1%
INVESCO QQQ TR$6.66M11,5370.1%
LITMAN GREGORY FDS TR$6.58M218,1300.1%
SPDR SERIES TRUST$6.57M318,1610.1%
VANGUARD INTL EQUITY INDEX F$6.28M45,3740.1%
Tesla Inc$6.23M16,7550.1%
SELECT SECTOR SPDR TR$6.19M134,9370.1%
SCHWAB STRATEGIC TR$6.13M230,3330.1%
CAPITAL GROUP EQUITY ETF TR$6.13M208,6540.1%
ISHARES TR$6.10M14,3100.1%
VANGUARD STAR FDS$6.10M79,1200.1%
VANGUARD INDEX FDS$6.04M13,8290.1%
Alphabet Inc.$5.97M20,8030.1%
FIRST TR EXCHANGE TRADED FD$5.97M98,7250.1%
VANGUARD ADMIRAL FDS INC$5.96M14,6270.1%
JOHNSON & JOHNSON$5.79M23,7050.1%
ISHARES TR$5.69M26,6270.1%
SCHWAB STRATEGIC TR$5.62M227,2310.1%
SCHWAB STRATEGIC TR$5.55M216,5160.1%
SPDR INDEX SHS FDS$5.52M150,8010.1%
JANUS DETROIT STR TR$5.43M107,7710.1%
FIDELITY COVINGTON TRUST$5.40M91,3760.1%
CAPITAL GROUP CORE BALANCED$5.37M155,9850.1%
MCDONALD'S CORP$5.36M17,2480.1%
SELECT SECTOR SPDR TR$5.32M40,0560.1%
ELI LILLY & Co$5.31M5,7740.1%
ISHARES TR$5.31M66,7050.1%
VANGUARD ADMIRAL FDS INC$5.17M45,2240.1%
CAPITAL GROUP INTERNATIONAL$5.15M152,3750.1%
ISHARES TR$5.14M46,1340.1%
ISHARES TR$5.09M56,2460.1%
FIRST TR EXCH TRADED FD III$5.07M285,8180.1%
ISHARES TR$5.07M74,4180.1%
ISHARES TR$4.97M27,3780.1%
iShares MSCI UAE ETF$4.89M45,9080.1%
J P MORGAN EXCHANGE TRADED F$4.84M75,7280.1%
SPDR INDEX SHS FDS$4.84M105,6550.1%
CAPITAL GROUP GLOBAL EQUITY$4.73M155,2390.1%
Meta Platforms Inc$4.63M8,0880.1%
ISHARES TR$4.59M80,6690.1%
CAPITAL GROUP INTL FOCUS EQT$4.53M153,6460.1%
ISHARES TR$4.53M186,7590.1%
ISHARES TR$4.51M186,0540.1%
NORTHERN LTS FD TR IV$4.45M186,5180.1%
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