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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 8 of 9  ·  169 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 XLB SELECT SECTOR SPDR TR 6,568.0 $328K 0.00% -508.0 -7.2% $49.97 +3.7%
142 DTM DT MIDSTREAM INC Energy 2,392.0 $322K 0.00% -129.0 -5.1% $134.67 +6.4%
143 RPV INVESCO EXCHANGE TRADED FD T 2,989.0 $321K 0.00% -45.0 -1.5% $107.38 +5.1%
144 JMBS JANUS DETROIT STR TR 6,831.0 $309K 0.00% -94.0 -1.4% $45.18 -0.2%
145 VGLT VANGUARD SCOTTSDALE FDS 5,461.0 $302K 0.00% -897.0 -14.1% $55.36 -0.1%
146 TRV TRAVELERS COMPANIES INC Financial Services 1,026.0 $299K 0.00% -102.0 -9.0% $291.68 +5.5%
147 CMCSA COMCAST CORP NEW Communication Services 10,289.0 $295K 0.00% -607.0 -5.6% $28.71 -21.9%
148 SHE SPDR SERIES TRUST 2,292.0 $293K 0.00% -40.0 -1.7% $127.81 +21.3%
149 IYG ISHARES TR 3,495.0 $290K 0.00% -24.0 -0.7% $82.84 +9.4%
150 VV VANGUARD INDEX FDS 948.0 $283K 0.00% -9.0 -0.9% $298.85 +15.4%
151 PANW PALO ALTO NETWORKS INC Technology 1,766.0 $283K 0.00% -581.0 -24.8% $160.32 +79.5%
152 PNOV INNOVATOR ETFS TRUST 6,823.0 $279K 0.00% -1K -13.6% $40.86 +8.4%
153 SPLV INVESCO EXCH TRADED FD TR II 3,775.0 $276K 0.00% -573.0 -13.2% $73.14 -0.1%
154 SHW SHERWIN WILLIAMS CO Basic Materials 844.0 $271K 0.00% -9.0 -1.1% $320.55 +0.1%
155 FE FIRSTENERGY CORP Utilities 5,216.0 $264K 0.00% -142.0 -2.6% $50.66 -8.3%
156 SLB SLB LIMITED Energy 5,138.0 $264K 0.00% -85.0 -1.6% $51.39 -6.4%
157 NULG NUSHARES ETF TR 2,871.0 $261K 0.00% -212.0 -6.9% $90.94 +27.5%
158 ELD WISDOMTREE TR 9,343.0 $260K 0.00% -1K -10.5% $27.82 +4.2%
159 IGLB ISHARES TR 4,882.0 $242K 0.00% -3K -37.3% $49.63 +1.0%
160 FAST FASTENAL CO Industrials 5,117.0 $237K 0.00% -784.0 -13.3% $46.40 -1.1%
Page 8 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%