Valmark Advisers, Inc. Portfolio Holdings
Valmark Advisers, Inc.
- $7.6 Billion
- Q3 2025
Valmark Advisers, Inc. has filed its 13F form on October 23, 2025 for Q3 2025 where it was disclosed a total value porftolio of $7.6 Billion distributed in 646 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Ftse Developed Market with a value of $704M, Spdr Portfolio with a value of $485M, Spdr Portfolio S&P 500 Value E with a value of $471M, Spdr Portfolio with a value of $391M, and Vanguard Index Fds S&P 500 ETF with a value of $347M.
Examining the 13F form we can see an increase of $523M in the current position value, from $7.08B to 7.6B.
Below you can find more details about Valmark Advisers, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$7.6 Billion
ETFs: $7.18 Billion
Technology: $131 Million
Financial Services: $72.1 Million
Industrials: $40.2 Million
Consumer Cyclical: $39.8 Million
Healthcare: $32.3 Million
Consumer Defensive: $31 Million
Communication Services: $23.5 Million
Other: $26.8 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 646
- Current Value $7.6 Billion
- Prior Value $7.08 Billion
- Filing
- Period Q3 2025
- Filing Date October 23, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 41 stocks
- Additional Purchases 322 stocks
- Sold out of 0 stocks
- Reduced holdings in 210 stocks