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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 3 of 9  ·  169 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 KO COCA COLA CO Consumer Defensive 37,828.0 $2.9M 0.03% -1K -3.4% $76.05 +4.4%
42 UNP UNION PAC CORP Industrials 11,447.0 $2.8M 0.03% -187.0 -1.6% $242.63 +5.9%
43 VHT VANGUARD WORLD FD 9,572.0 $2.6M 0.03% -320.0 -3.2% $272.33 +3.0%
44 ACN ACCENTURE PLC IRELAND Technology 13,105.0 $2.6M 0.03% -86.0 -0.7% $198.29 -35.5%
45 BND VANGUARD BD INDEX FDS 34,963.0 $2.6M 0.03% -439.0 -1.2% $73.64 -0.4%
46 SCHZ SCHWAB STRATEGIC TR 110,196.0 $2.6M 0.03% -12K -9.5% $23.22 -0.4%
47 HDV ISHARES TR 18,821.0 $2.6M 0.03% -1K -6.0% $135.72 -80.1%
48 ADP AUTOMATIC DATA PROCESSING IN Industrials 12,142.0 $2.5M 0.03% -62.0 -0.5% $203.19 +7.5%
49 ITW ILLINOIS TOOL WKS INC Industrials 9,453.0 $2.5M 0.03% -64.0 -0.7% $260.29 +1.5%
50 ABBV ABBVIE INC Healthcare 11,030.0 $2.4M 0.03% -237.0 -2.1% $217.48 -0.5%
51 LMT LOCKHEED MARTIN CORP Industrials 3,584.0 $2.2M 0.03% -20.0 -0.6% $604.44 -15.5%
52 SLYV SPDR SERIES TRUST 22,517.0 $2.1M 0.03% -723.0 -3.1% $94.58 +12.9%
53 SCHE SCHWAB STRATEGIC TR 63,650.0 $2.1M 0.03% -4K -6.0% $32.95 +11.9%
54 ICSH ISHARES TR 38,804.0 $2.0M 0.02% -801.0 -2.0% $50.62 -0.2%
55 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 5,690.0 $1.9M 0.02% -64.0 -1.1% $337.95 +36.7%
56 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 3,092.0 $1.9M 0.02% -46.0 -1.5% $616.76 +12.0%
57 ABT ABBOTT LABORATORIES Healthcare 18,241.0 $1.9M 0.02% -262.0 -1.4% $102.67 -13.9%
58 CB CHUBB LTD SWITZ Financial Services 5,723.0 $1.9M 0.02% -324.0 -5.4% $325.90 -0.8%
59 NFLX NETFLIX INC. Communication Services 19,274.0 $1.9M 0.02% -4K -16.6% $96.15 -19.5%
60 MA MASTERCARD INCORPORATED Financial Services 3,605.0 $1.8M 0.02% -98.0 -2.6% $499.69 -2.0%
Page 3 of 9  ·  169 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%