Valmark Advisers, Inc. - Portfolio overview

Valmark Advisers, Inc. has 724 reported holdings in this dataset, with the latest filing dated 2026-05-01.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Basic Materials.

Largest reported holdings by portfolio allocation

1. VEA - VANGUARD TAX-MANAGED FDS, 9.20%
2. SPYV - SPDR SERIES TRUST, 6.01%
3. SPYG - SPDR SERIES TRUST, 5.65%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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