Valmark Advisers, Inc.

Q3 2025 13F Holdings

  • Location
    akron, OH
  • Num holdings

    646

  • Value ($000)

    $7,739,461

  • Date Filed
    10/23/2025
  • Form type
    13F-HR
  • CIK
    0001380443
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
921943858
$704.44M
9 %

11,756,315

K
KRE

SPDR SERIES TRUST

PRTFLO S&P500 GW
78464A409
$485.45M
6 %

4,645,016

S
SPYV

SPDR SERIES TRUST

PRTFLO S&P500 VL
78464A508
$470.76M
6 %

8,508,257

S
SPMD

SPDR SERIES TRUST

PORTFOLIO S&P400
78464A847
$391.01M
5 %

6,837,085

V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$346.67M
5 %

566,109

V
VTIP

VANGUARD MALVERN FDS

STRM INFPROIDX
922020805
$324.11M
4 %

6,401,575

S
SPSB

SPDR SERIES TRUST

PORTFOLIO SHORT
78464A474
$254.35M
3 %

8,397,084

K
KRE

SPDR SERIES TRUST

PORTFOLIO S&P600
78468R853
$246.23M
3 %

5,315,886

V
VWO

VANGUARD INTL EQUITY INDEX F

FTSE EMR MKT ETF
922042858
$235.35M
3 %

4,343,901

---

SPDR SERIES TRUST

PORTFOLI S&P1500
78464A805
$227.32M
3 %

2,818,606

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 646