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CIK: 0001380443
Total reported value
$9.4B
$9.4B
645 檔
25.5%
In Q3 2025, Valmark Advisers, Inc.'s U.S. equity holdings reached a combined market value of $9.4B, distributed across 645 disclosed stock positions.
In Q3 2025, Valmark Advisers, Inc. displayed an active expansion posture, initiating 1 new positions and adding to 40 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 645 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 9.10% | -0.08% | +2.56% | |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 6.27% | +0.30% | +1.15% | |
| 3 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 6.08% | -0.08% | +2.86% | |
| 4 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 5.05% | +0.01% | +2.91% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.48% | +0.07% | +1.34% | |
| 6 | VTIP | Vanguard Short-term Tips | ETF-Other | 4.19% | -0.28% | +4.30% | |
| 7 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 3.29% | +0.18% | +4.65% | |
| 8 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 3.18% | +0.01% | -15.13% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.04% | -0.02% | +1.16% | |
| 10 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 2.94% | +0.09% | +2.83% | |
| 11 | VGIT | Vanguard Intermediate-term T | ETF-Other | 2.34% | +0.01% | +4.32% | |
| 12 | HYLB | Xtrackers Usd High Yield Cor | ETF-High Yield | 2.34% | — | +4.60% | |
| 13 | GUNR | Flexshares Global Upstream N | ETF-Other | 2.00% | -0.28% | +1.35% | |
| 14 | REET | Ishares Global Reit ETF | ETF-Other | 2.00% | +0.01% | +3.93% | |
| 15 | USIG | Ishares Broad Usd Investment | ETF-Other | 1.98% | +0.01% | +5.38% | |
| 16 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.53% | -0.01% | +2.11% | |
| 17 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.49% | -0.10% | +3.75% | |
| 18 | EMLC | Vaneck JPM Em Local Curr Bnd | ETF-Other | 1.41% | — | +3.98% | |
| 19 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 1.20% | -0.08% | +3.97% | |
| 20 | SMLF | Ishares US Smallcap Equity F | ETF-Other | 1.02% | +0.01% | +185.95% | |
| 21 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 1.00% | -0.05% | +3.00% | |
| 22 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.99% | -0.01% | +1.63% | |
| 23 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.99% | -0.08% | +2.59% | |
| 24 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.97% | +0.03% | -2.05% | |
| 25 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.91% | -0.01% | +4.46% | |
| 26 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-Other | 0.81% | +0.01% | +1.48% | |
| 27 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.79% | -0.04% | -1.30% | |
| 28 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.78% | — | +0.41% | |
| 29 | GTR | Wisdomtree Target Range Fund | ETF-Other | 0.74% | — | +1.78% | |
| 30 | AAPL | Apple Inc | Stock-Tech | 0.67% | — | +0.20% | |
| 31 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.59% | -0.05% | -1.23% | |
| 32 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.58% | -0.19% | -3.83% | |
| 33 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.54% | +0.11% | +3.55% | |
| 34 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.53% | +0.02% | +0.05% | |
| 35 | CGDV | Cap Group Dividend Value | ETF-Other | 0.51% | +0.05% | +7.49% | |
| 36 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.47% | — | -11.38% | |
| 37 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.47% | — | -1.66% | |
| 38 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.44% | -0.01% | +4.22% | |
| 39 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.43% | +0.01% | -0.10% | |
| 40 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.43% | -0.01% | +0.35% | |
| 41 | MSFT | Microsoft CORP | Stock-Tech | 0.39% | -0.03% | -4.67% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.38% | -0.02% | +0.95% | |
| 43 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 0.38% | -0.26% | +3.86% | |
| 44 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.37% | — | +2.64% | |
| 45 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.37% | -0.04% | +0.52% | |
| 46 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.36% | +0.03% | +2.31% | |
| 47 | CGGR | Cap Group Growth Equity | ETF-Other | 0.33% | +0.10% | +12.47% | |
| 48 | CGCB | Cap Group Core Bond | ETF-Other | 0.32% | -0.04% | +5.33% | |
| 49 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.31% | — | +0.11% | |
| 50 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.30% | -0.03% | +6.87% |
According to official SEC Form 13F filings, Valmark Advisers, Inc. reported a total U.S. public equity portfolio value of $9.4B across 645 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VEA, SPYG, SPYV) accounted for 25.5% of total reported equity market value during Q3 2025.
Top New Position Initiated
HOLA
市值: $6.9M
Top Position Liquidated / Trimmed
BJ
前期市值: $4.1M
During Q3 2025, Valmark Advisers, Inc.'s top holdings by market value included VEA (9.1%)、SPYG (6.3%)、SPYV (6.1%). The largest single position, VEA, represented 9.1% of total portfolio value.
In Q3 2025, Valmark Advisers, Inc. made 50 total portfolio adjustments, initiating 1 new buys, adding to 40 positions, trimming 8 holdings, and fully liquidating 1 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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