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CIK: 0001380443
Total reported value
$9.4B
$9.4B
676 檔
27.0%
During the Q1 2026 filing period, Valmark Advisers, Inc. (CIK: 0001380443) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $9.4B across 676 reported positions.
In Q1 2026, Valmark Advisers, Inc. displayed an active expansion posture, initiating 20 new positions and adding to 126 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 676 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 9.25% | -0.08% | +1.85% | |
| 2 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 6.05% | -0.08% | +2.93% | |
| 3 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 5.68% | +0.30% | +4.79% | |
| 4 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 5.08% | +0.01% | +2.46% | |
| 5 | VTIP | Vanguard Short-term Tips | ETF-Other | 4.20% | -0.28% | +5.33% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.56% | +0.07% | -13.43% | |
| 7 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 3.26% | +0.18% | +4.46% | |
| 8 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 3.11% | +0.01% | +2.07% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.95% | -0.02% | +2.33% | |
| 10 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 2.76% | +0.09% | +2.54% | |
| 11 | GUNR | Flexshares Global Upstream N | ETF-Other | 2.24% | -0.28% | -4.67% | |
| 12 | VGIT | Vanguard Intermediate-term T | ETF-Other | 2.22% | +0.01% | +1.04% | |
| 13 | REET | Ishares Global Reit ETF | ETF-Other | 1.94% | +0.01% | +3.13% | |
| 14 | USIG | Ishares Broad Usd Investment | ETF-Other | 1.84% | +0.01% | +2.09% | |
| 15 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.68% | -0.01% | +2.13% | |
| 16 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.50% | -0.10% | +4.93% | |
| 17 | HYLB | Xtrackers Usd High Yield Cor | ETF-High Yield | 1.43% | — | +1.14% | |
| 18 | EMLC | Vaneck JPM Em Local Curr Bnd | ETF-Other | 1.36% | — | +2.80% | |
| 19 | SMLF | Ishares US Smallcap Equity F | ETF-Other | 1.20% | +0.01% | +10.17% | |
| 20 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 1.15% | -0.08% | +2.18% | |
| 21 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.97% | -0.08% | +1.45% | |
| 22 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.89% | -0.01% | +2.47% | |
| 23 | CGDG | Cap Group Dividend Growers | ETF-Other | 0.89% | -0.03% | +186.08% | |
| 24 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.88% | -0.05% | -6.48% | |
| 25 | CGDV | Cap Group Dividend Value | ETF-Other | 0.85% | +0.05% | +58.34% | |
| 26 | HYBB | Ishares Bb Rated CORP Bond | ETF-Corp Bonds | 0.85% | +0.03% | +5.18% | |
| 27 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.80% | +0.03% | -0.84% | |
| 28 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-Other | 0.78% | +0.01% | -3.78% | |
| 29 | CGGR | Cap Group Growth Equity | ETF-Other | 0.77% | +0.10% | +85.88% | |
| 30 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.72% | — | -0.09% | |
| 31 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.71% | -0.04% | -0.82% | |
| 32 | GTR | Wisdomtree Target Range Fund | ETF-Other | 0.70% | — | +5.72% | |
| 33 | CGCB | Cap Group Core Bond | ETF-Other | 0.64% | -0.04% | +82.53% | |
| 34 | AAPL | Apple Inc | Stock-Tech | 0.64% | — | +2.12% | |
| 35 | CGUS | Cap Group Core Equity | ETF-Other | 0.61% | +0.04% | +100.47% | |
| 36 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.57% | -0.05% | -0.47% | |
| 37 | CGCP | Cap Group Core Plus Income | ETF-Other | 0.55% | -0.02% | +98.96% | |
| 38 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.55% | -0.19% | +0.59% | |
| 39 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.51% | +0.02% | +3.68% | |
| 40 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.50% | +0.11% | +0.34% | |
| 41 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 0.49% | +0.02% | +135.93% | |
| 42 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.46% | — | +7.65% | |
| 43 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.42% | -0.01% | +4.23% | |
| 44 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.41% | — | -3.73% | |
| 45 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.39% | — | -1.17% | |
| 46 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.39% | -0.01% | +0.46% | |
| 47 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.37% | -0.01% | -61.11% | |
| 48 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 0.36% | -0.26% | +1.81% | |
| 49 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.36% | +0.07% | +429.88% | |
| 50 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.36% | +0.03% | +4.42% |
According to official SEC Form 13F filings, Valmark Advisers, Inc. reported a total U.S. public equity portfolio value of $9.4B across 676 disclosed positions in Q1 2026.
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In terms of portfolio concentration, the top 5 core holdings (including VEA, SPYV, SPYG) accounted for 27.0% of total reported equity market value during Q1 2026.
Top New Position Initiated
TMSL
市值: $3.8M
Top Position Liquidated / Trimmed
SCHC
前期市值: $12.3M
During Q1 2026, Valmark Advisers, Inc.'s top holdings by market value included VEA (9.3%)、SPYV (6.0%)、SPYG (5.7%). The largest single position, VEA, represented 9.3% of total portfolio value.
In Q1 2026, Valmark Advisers, Inc. made 200 total portfolio adjustments, initiating 20 new buys, adding to 126 positions, trimming 48 holdings, and fully liquidating 6 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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