Valmark Advisers, Inc.
Q1 2025 13F Holdings
- Locationakron, OH
- Num holdings
602
- Value ($000)
$6,629,581
- Date Filed04/23/2025
- Form type13F-HR
- CIK0001380443
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $596.75M | 9 % | 11,740,187 | ||
SPYV SPDR SER TR | PRTFLO S&P500 VL | 78464A508 | $405.75M | 6 % | 7,945,035 | ||
KRE SPDR SER TR | PRTFLO S&P500 GW | 78464A409 | $381.30M | 6 % | 4,744,344 | ||
SPMD SPDR SER TR | PORTFOLIO S&P400 | 78464A847 | $325.97M | 5 % | 6,369,152 | ||
VTIP VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 | $299.39M | 5 % | 5,999,869 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $289.78M | 4 % | 563,876 | ||
KRE SPDR SER TR | PORTFOLIO S&P600 | 78468R853 | $238.35M | 4 % | 5,847,674 | ||
SPSB SPDR SER TR | PORTFOLIO SHORT | 78464A474 | $232.89M | 4 % | 7,737,248 | ||
VWO VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | $195.26M | 3 % | 4,314,262 | ||
SPDR SER TR | PORTFOLI S&P1500 | 78464A805 | $180.75M | 3 % | 2,657,632 |
Rows Per Page
10
- 10
- 50
- 100