§ 13F · FUND PROFILE
Valmark Advisers, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $7186.0T (13F)Positions · 640Turnover · — · Q4Filed · Jan 26, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$95.9T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 26, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | 11.93M | $745.3T | 9.2% | +1% |
| 2 | SPYG | SPDR SERIES TRUST | 4.66M | $497.3T | 6.1% | ±0% |
| 3 | SPYV | SPDR SERIES TRUST | 8.74M | $496.5T | 6.1% | +3% |
| 4 | SPMD | SPDR SERIES TRUST | 7.04M | $407.8T | 5.0% | +3% |
| 5 | VOO | VANGUARD INDEX FDS | 580K | $363.4T | 4.5% | +2% |
| 6 | VTIP | VANGUARD MALVERN FDS | 6.72M | $332.2T | 4.1% | +5% |
| 7 | SPSB | SPDR SERIES TRUST | 8.74M | $263.9T | 3.3% | +4% |
| 8 | SPSM | SPDR SERIES TRUST | 5.30M | $248.5T | 3.1% | ±0% |
| 9 | VWO | VANGUARD INTL EQUITY INDEX F | 4.50M | $241.7T | 3.0% | +3% |
| 10 | SPTM | SPDR SERIES TRUST | 2.87M | $236.5T | 2.9% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE VALMARK SIGNAL
AC read
Valmark Advisers, Inc. is a Other fund managing $7185994.1 trillion in assets. The fund runs a broad portfolio of 640 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed