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CIK: 0001380443
Total reported value
$9.4B
$9.4B
601 檔
21.3%
At the close of Q1 2025, Valmark Advisers, Inc. disclosed equity holdings valued at approximately $9.4B, spread across 601 reported holdings.
In Q1 2025, Valmark Advisers, Inc. displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VEA, SPYV, SPYG) accounted for 21.3% of total reported equity market value during Q1 2025.
Showing top 200 holdings (of 601 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 9.00% | -0.08% | +0.83% | |
| 2 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 6.12% | -0.08% | +3.64% | |
| 3 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 5.75% | +0.30% | +2.35% | |
| 4 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 4.92% | +0.01% | +6.23% | |
| 5 | VTIP | Vanguard Short-term Tips | ETF-Other | 4.52% | -0.28% | +3.36% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.37% | +0.07% | +4.57% | |
| 7 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 3.60% | +0.01% | +8.65% | |
| 8 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 3.51% | +0.18% | +3.29% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.95% | -0.02% | +2.47% | |
| 10 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 2.73% | +0.09% | +5.65% | |
| 11 | VGIT | Vanguard Intermediate-term T | ETF-Other | 2.49% | +0.01% | +10.68% | |
| 12 | HYLB | Xtrackers Usd High Yield Cor | ETF-High Yield | 2.46% | — | +3.20% | |
| 13 | REET | Ishares Global Reit ETF | ETF-Other | 2.09% | +0.01% | +1.22% | |
| 14 | USIG | Ishares Broad Usd Investment | ETF-Other | 2.07% | +0.01% | +5.25% | |
| 15 | GUNR | Flexshares Global Upstream N | ETF-Other | 2.02% | -0.28% | +3.44% | |
| 16 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.59% | -0.10% | +7.02% | |
| 17 | EMLC | Vaneck JPM Em Local Curr Bnd | ETF-Other | 1.45% | — | +3.20% | |
| 18 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.44% | -0.01% | +2.66% | |
| 19 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 1.29% | -0.08% | +6.10% | |
| 20 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.15% | -0.08% | -7.67% | |
| 21 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 1.12% | -0.05% | -0.67% | |
| 22 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.98% | -0.01% | +1.83% | |
| 23 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.97% | -0.01% | +2.96% | |
| 24 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.95% | +0.03% | -2.14% | |
| 25 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.89% | -0.04% | -0.84% | |
| 26 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.82% | — | -0.38% | |
| 27 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-Other | 0.78% | +0.01% | +1.69% | |
| 28 | GTR | Wisdomtree Target Range Fund | ETF-Other | 0.74% | — | -9.38% | |
| 29 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.71% | -0.19% | +20.97% | |
| 30 | AAPL | Apple Inc | Stock-Tech | 0.65% | — | -1.42% | |
| 31 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.59% | -0.05% | +14.23% | |
| 32 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.56% | — | -1.19% | |
| 33 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.51% | +0.11% | +4.05% | |
| 34 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.49% | — | -2.30% | |
| 35 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.48% | +0.02% | +1.91% | |
| 36 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.48% | -0.01% | +4.43% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.47% | -0.02% | +9.93% | |
| 38 | CGDV | Cap Group Dividend Value | ETF-Other | 0.45% | +0.05% | +7.87% | |
| 39 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.43% | -0.01% | -0.08% | |
| 40 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 0.41% | -0.26% | +3.16% | |
| 41 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.38% | +0.01% | +29.90% | |
| 42 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.36% | — | +0.75% | |
| 43 | SMLF | Ishares US Smallcap Equity F | ETF-Other | 0.34% | +0.01% | +9.36% | |
| 44 | CGCB | Cap Group Core Bond | ETF-Other | 0.34% | -0.04% | +5.08% | |
| 45 | MSFT | Microsoft CORP | Stock-Tech | 0.34% | -0.03% | -4.91% | |
| 46 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.33% | +0.03% | +7.25% | |
| 47 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.32% | -0.04% | -1.54% | |
| 48 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.32% | -0.03% | +4.91% | |
| 49 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.32% | -0.03% | -0.45% | |
| 50 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.31% | -0.05% | -3.29% |
According to official SEC Form 13F filings, Valmark Advisers, Inc. reported a total U.S. public equity portfolio value of $9.4B across 601 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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Top New Position Initiated
VEA
市值: $596.8M
During Q1 2025, Valmark Advisers, Inc.'s top holdings by market value included VEA (9.0%)、SPYV (6.1%)、SPYG (5.8%). The largest single position, VEA, represented 9.0% of total portfolio value.
In Q1 2025, Valmark Advisers, Inc. made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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