Valmark Advisers, Inc.

CIK 0001380443 · AKRON, OH · Quarter end: 2026-06-30 · Filed on: 2026-08-06 · Open the SEC source

Valmark Advisers, Inc. reported 728 positions worth $9.42B as of June 30, 2026 (13F filed August 6, 2026). Largest holding: VEA (9.2%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$9.42B
2026 Q2
Positions
728
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
46.1%
Est. Net Flow (Q)
2026 Q2
10 / 728 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1VEAVANGUARD TAX-MANAGED FDSSH$864.0M9.17%12,125,742
2SPYGSPDR SERIES TRUSTSH$563.8M5.98%4,738,201
3SPYVSPDR SERIES TRUSTSH$563.0M5.97%9,260,907
4SPMDSPDR SERIES TRUSTSH$479.6M5.09%7,099,453
5VTIPVANGUARD MALVERN FDSSH$369.1M3.92%7,347,518
6VOOVANGUARD INDEX FDSSH$342.0M3.63%497,985
7SPSBSPDR SERIES TRUSTSH$324.5M3.44%10,812,015
8SPSMSPDR SERIES TRUSTSH$294.2M3.12%5,101,635
9VWOVANGUARD INTL EQUITY INDEX FSH$276.2M2.93%4,626,634
10SPTMSPDR SERIES TRUSTSH$268.9M2.85%2,961,564

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Valmark Advisers, Inc. hold as of Q2 2026?

Valmark Advisers, Inc. reported 728 positions worth $9.42B in its Q2 2026 13F filing. Largest positions: VEA (9.2%), SPYG (6.0%), SPYV (6.0%), SPMD (5.1%) and VTIP (3.9%).

What did Valmark Advisers, Inc. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Valmark Advisers, Inc. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.