Valmark Advisers, Inc. Portfolio Holdings
Valmark Advisers, Inc.
- $7.88 Billion
- Q4 2025
Valmark Advisers, Inc. has filed its 13F form on January 23, 2026 for Q4 2025 where it was disclosed a total value porftolio of $7.88 Billion distributed in 657 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Ftse Developed Market with a value of $732M, Spdr Portfolio S&P 500 Value E with a value of $491M, Spdr Portfolio with a value of $489M, Spdr Portfolio with a value of $396M, and Vanguard Index Fds S&P 500 ETF with a value of $358M.
Examining the 13F form we can see an increase of $277M in the current position value, from $7.6B to 7.88B.
Below you can find more details about Valmark Advisers, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$7.88 Billion
ETFs: $7.43 Billion
Technology: $145 Million
Financial Services: $71.9 Million
Industrials: $39.9 Million
Consumer Cyclical: $38.4 Million
Healthcare: $35.2 Million
Consumer Defensive: $28.3 Million
Communication Services: $23.7 Million
Other: $28 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 657
- Current Value $7.88 Billion
- Prior Value $7.6 Billion
- Filing
- Period Q4 2025
- Filing Date January 23, 2026
- Form Type 13F-HR
- Activity in Q4 2025
- New Purchases 43 stocks
- Additional Purchases 323 stocks
- Sold out of 0 stocks
- Reduced holdings in 215 stocks