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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 6 of 9  ·  169 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 VAW VANGUARD WORLD FD 3,890.0 $877K 0.01% -40.0 -1.0% $225.34 +3.9%
102 PAYX PAYCHEX INC Industrials 9,496.0 $875K 0.01% -307.0 -3.1% $92.12 +6.6%
103 PNC PNC FINL SVCS GROUP INC Financial Services 3,788.0 $788K 0.01% -114.0 -2.9% $208.09 +11.5%
104 CRM SALESFORCE INC Technology 4,204.0 $785K 0.01% -68.0 -1.6% $186.68 -18.7%
105 FTEC FIDELITY COVINGTON TRUST 3,644.0 $758K 0.01% -98.0 -2.6% $208.05 +37.7%
106 USB US BANCORP Financial Services 14,499.0 $754K 0.01% -499.0 -3.3% $52.01 +11.8%
107 PFEB INNOVATOR ETFS TRUST 18,734.0 $751K 0.01% -512.0 -2.7% $40.10 +7.4%
108 XLI SELECT SECTOR SPDR TR 4,551.0 $736K 0.01% -886.0 -16.3% $161.72 +11.9%
109 WFC WELLS FARGO & CO Financial Services 8,884.0 $707K 0.01% -891.0 -9.1% $79.61 +3.3%
110 PGR PROGRESSIVE CORP Financial Services 3,472.0 $688K 0.01% -289.0 -7.7% $198.24 +3.3%
111 FLGV FRANKLIN TEMPLETON ETF TR 32,591.0 $666K 0.01% -690.0 -2.1% $20.43 -0.9%
112 MMM 3M CO Industrials 4,556.0 $662K 0.01% -56.0 -1.2% $145.24 +10.6%
113 IGM ISHARES TR 5,486.0 $650K 0.01% -118.0 -2.1% $118.51 +38.9%
114 IWP ISHARES TR 5,033.0 $645K 0.01% -50.0 -1.0% $128.12 +10.8%
115 VPU VANGUARD WORLD FD 3,231.0 $640K 0.01% -302.0 -8.6% $198.14 -2.1%
116 FLHY FRANKLIN TEMPLETON ETF TR 25,836.0 $624K 0.01% -739.0 -2.8% $24.14 +0.6%
117 URI UNITED RENTALS INC Industrials 834.0 $608K 0.01% -30.0 -3.5% $728.56 +47.8%
118 FTSM FIRST TR EXCHANGE-TRADED FD 9,733.0 $582K 0.01% -2K -14.3% $59.78 +0.2%
119 PSEP INNOVATOR ETFS TRUST 13,193.0 $568K 0.01% -8K -36.3% $43.06 +6.7%
120 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 5,926.0 $547K 0.01% -1K -14.9% $92.31 -5.9%
Page 6 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%