Valmark Advisers, Inc.
Q3 2025 13F Holdings
- Locationakron, OH
- Num holdings
646
- Value ($000)
$7,739,461
- Date Filed10/23/2025
- 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 Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $704.44 M | 9 % | 11,756,315 | ||
KRE SPDR SERIES TRUST | PRTFLO S&P500 GW | 78464A409 | $485.45 M | 6 % | 4,645,016 | ||
SPYV SPDR SERIES TRUST | PRTFLO S&P500 VL | 78464A508 | $470.76 M | 6 % | 8,508,257 | ||
SPMD SPDR SERIES TRUST | PORTFOLIO S&P400 | 78464A847 | $391.01 M | 5 % | 6,837,085 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $346.67 M | 5 % | 566,109 | ||
VTIP VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 | $324.11 M | 4 % | 6,401,575 | ||
SPSB SPDR SERIES TRUST | PORTFOLIO SHORT | 78464A474 | $254.35 M | 3 % | 8,397,084 | ||
KRE SPDR SERIES TRUST | PORTFOLIO S&P600 | 78468R853 | $246.23 M | 3 % | 5,315,886 | ||
VWO VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | $235.35 M | 3 % | 4,343,901 | ||
SPDR SERIES TRUST | PORTFOLI S&P1500 | 78464A805 | $227.32 M | 3 % | 2,818,606 |
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