Valmark Advisers, Inc. 13F Holdings
CIK 0001380443
As of Sep 30, 2025, Valmark Advisers, Inc. reported 646 positions worth $7.4B in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 11,756,315 | $704.4M | 9.54% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF | SPYG | — | 4,645,016 | $485.5M | 6.58% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) VALUE ETF | SPYV | — | 8,508,257 | $470.8M | 6.38% |
| SS SPDR P S&P 400 MIDCAP ETF | SPMD | — | 6,837,085 | $391.0M | 5.30% |
| VANGUARD 500 INDEX FUND | VOO | — | 566,109 | $346.7M | 4.70% |
| VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND | VTIP | — | 6,401,575 | $324.1M | 4.39% |
| STATE STREET(R) SPDR(R) PORTFOLIO SHORT TERM CORPORATE BOND ETF | SPSB | — | 8,397,084 | $254.3M | 3.45% |
| SS SPDR P S&P 600 SMALL CAP | SPSM | — | 5,315,886 | $246.2M | 3.34% |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | VWO | — | 4,343,901 | $235.4M | 3.19% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 1500(R) COMPOSITE STOCK MARKET ETF | SPTM | — | 2,818,606 | $227.3M | 3.08% |
| VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND | VGIT | — | 3,013,313 |