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CIK: 0001380443
Total reported value
$9.4B
$9.4B
656 檔
26.6%
At the close of Q4 2025, Valmark Advisers, Inc. disclosed equity holdings valued at approximately $9.4B, spread across 656 reported holdings.
In Q4 2025, Valmark Advisers, Inc. displayed an active expansion posture, initiating 2 new positions and adding to 39 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VEA, SPYG, SPYV) accounted for 26.6% of total reported equity market value during Q4 2025.
Showing top 200 holdings (of 656 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 9.18% | -0.08% | +1.49% | |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 6.13% | +0.30% | +0.35% | |
| 3 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 6.12% | -0.08% | +2.73% | |
| 4 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 5.03% | +0.01% | +2.99% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.48% | +0.07% | +2.37% | |
| 6 | VTIP | Vanguard Short-term Tips | ETF-Other | 4.09% | -0.28% | +4.92% | |
| 7 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 3.25% | +0.18% | +4.05% | |
| 8 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 3.06% | +0.01% | -0.25% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.98% | -0.02% | +3.48% | |
| 10 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 2.91% | +0.09% | +1.72% | |
| 11 | VGIT | Vanguard Intermediate-term T | ETF-Other | 2.29% | +0.01% | +3.08% | |
| 12 | GUNR | Flexshares Global Upstream N | ETF-Other | 2.03% | -0.28% | +1.59% | |
| 13 | REET | Ishares Global Reit ETF | ETF-Other | 1.93% | +0.01% | +3.93% | |
| 14 | USIG | Ishares Broad Usd Investment | ETF-Other | 1.88% | +0.01% | +0.84% | |
| 15 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.57% | -0.01% | +0.09% | |
| 16 | HYLB | Xtrackers Usd High Yield Cor | ETF-High Yield | 1.49% | — | -32.44% | |
| 17 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.49% | -0.10% | +5.02% | |
| 18 | EMLC | Vaneck JPM Em Local Curr Bnd | ETF-Other | 1.41% | — | +3.51% | |
| 19 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 1.18% | -0.08% | +4.32% | |
| 20 | SMLF | Ishares US Smallcap Equity F | ETF-Other | 1.12% | +0.01% | +14.12% | |
| 21 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.98% | -0.05% | +2.78% | |
| 22 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.97% | -0.01% | +0.18% | |
| 23 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.91% | +0.03% | -3.37% | |
| 24 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.90% | -0.01% | +3.04% | |
| 25 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.89% | -0.08% | -6.12% | |
| 26 | HYBB | Ishares Bb Rated CORP Bond | ETF-Corp Bonds | 0.85% | +0.03% | — | |
| 27 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-Other | 0.82% | +0.01% | +2.66% | |
| 28 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.75% | -0.04% | -3.44% | |
| 29 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.73% | — | -2.01% | |
| 30 | AAPL | Apple Inc | Stock-Tech | 0.69% | — | +2.39% | |
| 31 | GTR | Wisdomtree Target Range Fund | ETF-Other | 0.69% | — | +0.47% | |
| 32 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.58% | -0.05% | +0.56% | |
| 33 | CGDV | Cap Group Dividend Value | ETF-Other | 0.57% | +0.05% | +12.48% | |
| 34 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.56% | -0.19% | +1.10% | |
| 35 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.54% | +0.11% | +3.96% | |
| 36 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.53% | +0.02% | +2.40% | |
| 37 | CGGR | Cap Group Growth Equity | ETF-Other | 0.48% | +0.10% | +51.16% | |
| 38 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.43% | — | +18.84% | |
| 39 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.43% | — | -4.94% | |
| 40 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.43% | — | -6.60% | |
| 41 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.42% | -0.01% | +3.37% | |
| 42 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.41% | -0.01% | +0.27% | |
| 43 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.41% | +0.01% | -2.82% | |
| 44 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 0.37% | -0.26% | +3.78% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.37% | -0.02% | +0.58% | |
| 46 | CGCB | Cap Group Core Bond | ETF-Other | 0.37% | -0.04% | +22.17% | |
| 47 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.36% | +0.03% | +4.83% | |
| 48 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.35% | -0.04% | -1.65% | |
| 49 | MSFT | Microsoft CORP | Stock-Tech | 0.35% | -0.03% | -0.93% | |
| 50 | CGUS | Cap Group Core Equity | ETF-Other | 0.33% | +0.04% | +39.05% |
According to official SEC Form 13F filings, Valmark Advisers, Inc. reported a total U.S. public equity portfolio value of $9.4B across 656 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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Top New Position Initiated
HYBB
市值: $68.6M
Top Position Liquidated / Trimmed
IBDQ
前期市值: $3.6M
During Q4 2025, Valmark Advisers, Inc.'s top holdings by market value included VEA (9.2%)、SPYG (6.1%)、SPYV (6.1%). The largest single position, VEA, represented 9.2% of total portfolio value.
In Q4 2025, Valmark Advisers, Inc. made 50 total portfolio adjustments, initiating 2 new buys, adding to 39 positions, trimming 6 holdings, and fully liquidating 3 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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