Valmark Advisers, Inc.
Q2 2025 13F Holdings
- Locationakron, OH
- Num holdings
640
- Value ($000)
$7,185,994
- Date Filed07/23/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $653.48 M | 9 % | 11,462,597 | ||
KRE SPDR SERIES TRUST | PRTFLO S&P500 GW | 78464A409 | $437.73 M | 6 % | 4,592,176 | ||
SPYV SPDR SERIES TRUST | PRTFLO S&P500 VL | 78464A508 | $432.94 M | 6 % | 8,271,615 | ||
SPMD SPDR SERIES TRUST | PORTFOLIO S&P400 | 78464A847 | $361.30 M | 5 % | 6,643,917 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $317.33 M | 4 % | 558,646 | ||
VTIP VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 | $308.55 M | 4 % | 6,137,765 | ||
KRE SPDR SERIES TRUST | PORTFOLIO S&P600 | 78468R853 | $266.82 M | 4 % | 6,263,369 | ||
SPSB SPDR SERIES TRUST | PORTFOLIO SHORT | 78464A474 | $242.24 M | 3 % | 8,023,854 | ||
VWO VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | $212.39 M | 3 % | 4,294,167 | ||
SPDR SERIES TRUST | PORTFOLI S&P1500 | 78464A805 | $205.28 M | 3 % | 2,741,138 |
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