Valmark Advisers
$9.4B 13F equity value
742 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Valmark Advisers covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | 12,125,742 | $864M | 9.2% |
| SPYG | SPDR SERIES TRUST | 4,738,201 | $564M | 6.0% |
| SPYV | SPDR SERIES TRUST | 9,260,907 | $563M | 6.0% |
| SPMD | SPDR SERIES TRUST | 7,099,453 | $480M | 5.1% |
| VTIP | VANGUARD MALVERN FDS | 7,347,518 | $369M | 3.9% |
| VOO | VANGUARD INDEX FDS | 497,985 | $342M | 3.6% |
| SPSB | SPDR SERIES TRUST | 10,812,015 | $324M | 3.4% |
| SPSM | SPDR SERIES TRUST | 5,101,635 | $294M | 3.1% |
| VWO | VANGUARD INTL EQUITY INDEX F | 4,626,634 | $276M | 2.9% |
| SPTM | SPDR SERIES TRUST | 2,961,564 | $269M | 2.9% |
Track Valmark Advisers's 13F portfolio: $9.4B in reported holdings, 742 positions. Top holdings and quarterly changes on SentiSense.
This page is powered by the SentiSense API: GET /api/v1/institutional/institution/{slugOrCik}