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Valmark Advisers, Inc.

All holdings · as of Mar 31, 2026

675 positions

CompanyClassValueShares% of portfolio
VANGUARD WORLD FD$4.40M25,4100.1%
ISHARES TR$4.38M87,5950.1%
ISHARES TR$4.31M26,8810.1%
VANGUARD BD INDEX FDS$4.31M55,8360.1%
UNIFIED SER TR$4.27M99,0600.1%
VANGUARD WHITEHALL FDS$4.26M45,1740.1%
ISHARES INC$4.23M60,6140.1%
WORLD GOLD TR$4.21M45,4480.1%
VANGUARD BD INDEX FDS$4.17M60,5690.0%
INVESCO EXCHANGE TRADED FD T$4.11M21,4280.0%
FIRST TR EXCHANGE-TRADED FD$4.01M43,2660.0%
SPDR SERIES TRUST$3.90M174,2630.0%
FIRST TR EXCHANGE-TRADED FD$3.89M82,6100.0%
HOME DEPOT, INC.$3.88M11,7910.0%
ISHARES TR$3.77M148,8140.0%
VANGUARD BD INDEX FDS$3.77M75,6280.0%
T ROWE PRICE ETF INC$3.76M102,4530.0%
SCHWAB STRATEGIC TR$3.74M128,7120.0%
VANGUARD ADMIRAL FDS INC$3.73M18,3190.0%
FIDELITY COVINGTON TRUST$3.72M52,8190.0%
ABRDN PRECIOUS METALS BASKET$3.67M16,7800.0%
ISHARES TR$3.62M78,3290.0%
DIMENSIONAL ETF TRUST$3.55M67,2310.0%
CHEVRON CORP$3.54M17,0970.0%
SCHWAB STRATEGIC TR$3.54M114,2480.0%
NEXTERA ENERGY INC$3.47M37,3280.0%
PGIM ETF TR$3.43M69,2010.0%
Merck & Co., Inc.$3.41M28,3410.0%
ISHARES TR$3.40M146,1100.0%
SCHWAB STRATEGIC TR$3.38M121,4030.0%
VANGUARD ADMIRAL FDS INC$3.37M29,3590.0%
VANGUARD WORLD FD$3.37M29,9770.0%
ISHARES TR$3.34M68,8310.0%
CISCO SYSTEMS, INC.$3.32M42,7460.0%
iShares MSCI UAE ETF$3.30M13,7420.0%
VANGUARD WORLD FD$3.27M13,8510.0%
CATERPILLAR INC$3.26M4,6060.0%
VICTORY PORTFOLIOS II$3.23M63,8740.0%
AMGEN INC$3.07M8,7260.0%
SPDR GOLD TR$3.05M7,0860.0%
iShares MSCI UAE ETF$3.00M34,6450.0%
GENERAL ELECTRIC CO$2.95M10,3960.0%
ISHARES TR$2.95M51,8650.0%
VANGUARD WORLD FD$2.92M7,9590.0%
ISHARES TR$2.89M29,7320.0%
ISHARES TR$2.88M125,7640.0%
INNOVATOR ETFS TRUST$2.88M64,5250.0%
COCA COLA CO$2.88M37,8280.0%
ISHARES TR$2.85M127,0110.0%
PIMCO ETF TR$2.80M30,0140.0%
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