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Valmark Advisers, Inc.

Q1 2026 13F Holdings

  • Location
    akron, OH
  • Num holdings

    677

  • Value ($000)

    $8,417,482

  • Date Filed
    05/01/2026
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
921943858
$778.65M
9 %

12,151,204

S
SPYV

SPDR SERIES TRUST

STATE STREET SPD
78464A508
$509M
6 %

8,996,058

K
KRE

SPDR SERIES TRUST

STATE STREET SPD
78464A409
$478.23M
6 %

4,884,338

S
SPMD

SPDR SERIES TRUST

STATE STREET SPD
78464A847
$427.29M
5 %

7,215,287

V
VTIP

VANGUARD MALVERN FDS

STRM INFPROIDX
922020805
$353.34M
4 %

7,073,953

V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$299.78M
4 %

501,676

S
SPSB

SPDR SERIES TRUST

STATE STREET SPD
78464A474
$274.45M
3 %

9,127,167

K
KRE

SPDR SERIES TRUST

STATE STREET SPD
78468R853
$261.52M
3 %

5,412,325

V
VWO

VANGUARD INTL EQUITY INDEX F

FTSE EMR MKT ETF
922042858
$248.62M
3 %

4,599,777

---

SPDR SERIES TRUST

STATE STREET SPD
78464A805
$232.42M
3 %

2,939,835

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