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Portfolio (Quarterly) Guide ↗

Valmark Advisers, Inc.

· CIK 0001380443
13F Portfolio $8.4B AUM 677 positions Filed May 1, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 53 New 347 Added 169 Reduced 33 Exited
Page 13 of 18  ·  347 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 LQDA LIQUIDIA CORPORATION Healthcare 20,546.0 $775K 0.01% +2K +10.2% $37.74 +88.3%
242 ISHARES TR 29,551.0 $763K 0.01% +2K +8.0% $25.83
243 ISHARES TR 29,431.0 $755K 0.01% +2K +7.2% $25.67
244 AVUV AMERICAN CENTY ETF TR 6,800.0 $751K 0.01% +3K +83.8% $110.47 +10.4%
245 IWV ISHARES TR 2,015.0 $747K 0.01% +598.0 +42.2% $370.60 +14.7%
246 AOR ISHARES TR 10,991.0 $707K 0.01% +5K +82.6% $64.35 +8.4%
247 MU MICRON TECHNOLOGY INC Technology 2,089.0 $706K 0.01% +617.0 +41.9% $337.84 +235.7%
248 MS MORGAN STANLEY Financial Services 4,150.0 $683K 0.01% +335.0 +8.8% $164.58 +35.6%
249 PPA INVESCO EXCHANGE TRADED FD T 4,060.0 $673K 0.01% +341.0 +9.2% $165.72 +5.8%
250 WTAI WISDOMTREE TR 23,121.0 $653K 0.01% +7K +42.6% $28.23 +68.4%
251 BA BOEING CO Industrials 3,257.0 $648K 0.01% +24.0 +0.7% $199.00 +11.9%
252 TJX TJX COS INC NEW Consumer Cyclical 4,051.0 $647K 0.01% +202.0 +5.2% $159.70 +2.6%
253 BIL SPDR SERIES TRUST 7,029.0 $644K 0.01% +4K +109.6% $91.64 -0.1%
254 CLS CELESTICA INC Technology 2,267.0 $639K 0.01% +1K +79.5% $281.68 +32.3%
255 WMB WILLIAMS COS INC Energy 8,705.0 $634K 0.01% +2K +24.1% $72.78 +0.5%
256 XLRE SELECT SECTOR SPDR TR 15,493.0 $633K 0.01% +516.0 +3.5% $40.83 +7.4%
257 MINT PIMCO ETF TR 6,258.0 $629K 0.01% +1K +26.7% $100.57 +0.1%
258 PYLD PIMCO ETF TR 23,691.0 $621K 0.01% +8K +52.1% $26.20 +1.0%
259 IBDX ISHARES TR 24,416.0 $617K 0.01% +5K +26.9% $25.27 -0.7%
260 XHLF BONDBLOXX ETF TRUST 12,076.0 $608K 0.01% +2K +20.2% $50.33 -0.2%
Page 13 of 18  ·  347 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 30.0%
Financial Services 19.0%
Industrials 11.2%
Consumer Cyclical 9.0%
Healthcare 8.6%
Consumer Defensive 7.4%
Communication Services 5.5%
Energy 5.0%
Utilities 3.2%
Basic Materials 1.0%