Valmark Advisers
$8.4B Assets Reported
707 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | 12,151,204 | $779M | 9.3% |
| SPYV | SPDR SERIES TRUST | 8,996,058 | $509M | 6.0% |
| SPYG | SPDR SERIES TRUST | 4,884,338 | $478M | 5.7% |
| SPMD | SPDR SERIES TRUST | 7,215,287 | $427M | 5.1% |
| VTIP | VANGUARD MALVERN FDS | 7,073,953 | $353M | 4.2% |
| VOO | VANGUARD INDEX FDS | 501,676 | $300M | 3.6% |
| SPSB | SPDR SERIES TRUST | 9,127,167 | $274M | 3.3% |
| SPSM | SPDR SERIES TRUST | 5,412,325 | $262M | 3.1% |
| VWO | VANGUARD INTL EQUITY INDEX F | 4,599,777 | $249M | 3.0% |
| SPTM | SPDR SERIES TRUST | 2,939,835 | $232M | 2.8% |
Track Valmark Advisers's 13F portfolio: $8.4B in reported holdings, 707 positions. Top holdings, AUM, and quarterly changes on SentiSense.