Valmark Advisers, Inc.
Q4 2025 13F Holdings
- Locationakron, OH
- Num holdings
657
- Value ($000)
$8,114,689
- Date Filed01/26/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $745.33M | 9 % | 11,930,938 | ||
SPDR SERIES TRUST | STATE STREET SPD | 78464A409 | $497.35M | 6 % | 4,661,198 | ||
SPDR SERIES TRUST | STATE STREET SPD | 78464A508 | $496.53M | 6 % | 8,740,145 | ||
SPDR SERIES TRUST | STATE STREET SPD | 78464A847 | $407.79M | 5 % | 7,041,736 | ||
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $363.42M | 5 % | 579,503 | ||
VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 | $332.19M | 4 % | 6,716,272 | ||
SPDR SERIES TRUST | STATE STREET SPD | 78464A474 | $263.86M | 3 % | 8,737,196 | ||
SPDR SERIES TRUST | STATE STREET SPD | 78468R853 | $248.48M | 3 % | 5,302,606 | ||
VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | $241.65M | 3 % | 4,495,055 | ||
SPDR SERIES TRUST | STATE STREET SPD | 78464A805 | $236.54M | 3 % | 2,867,091 |
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