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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 12 of 34  ·  677 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 ITW ILLINOIS TOOL WKS INC Industrials 9,453.0 $2.5M 0.03% -64.0 -0.7% $260.29 +1.5%
222 RTX RTX CORPORATION Industrials 12,706.0 $2.5M 0.03% +913.0 +7.7% $192.90 -3.8%
223 ELCV STRATEGY SHS 83,971.0 $2.4M 0.03% +5K +6.2% $29.00 +11.9%
224 GD GENERAL DYNAMICS CORP Industrials 7,010.0 $2.4M 0.03% $343.22 +2.0%
225 ABBV ABBVIE INC Healthcare 11,030.0 $2.4M 0.03% -237.0 -2.1% $217.48 -0.5%
226 ETN EATON CORP PLC Industrials 6,700.0 $2.4M 0.03% +546.0 +8.9% $357.68 +17.9%
227 ADI ANALOG DEVICES INC Technology 7,511.0 $2.4M 0.03% $318.14 +36.6%
228 V VISA INC Financial Services 7,898.0 $2.4M 0.03% +163.0 +2.1% $302.23 +8.3%
229 OUNZ VANECK MERK GOLD ETF Financial Services 52,471.0 $2.4M 0.03% +11K +26.6% $45.05 -10.0%
230 GOVT ISHARES TR 102,828.0 $2.4M 0.03% +1K +1.2% $22.91 -0.7%
231 BUFG FIRST TR EXCHNG TRADED FD VI 84,026.0 $2.3M 0.03% +43K +102.9% $26.86 +9.1%
232 IBDW ISHARES TR 107,229.0 $2.2M 0.03% +9K +9.3% $20.93 -0.7%
233 QUAL ISHARES TR 11,541.0 $2.2M 0.03% +2K +24.0% $191.81 +12.6%
234 HYD VANECK ETF TRUST 44,103.0 $2.2M 0.03% +3K +6.9% $50.14 +2.7%
235 FRDM EA SERIES TRUST 40,023.0 $2.2M 0.03% NEW $54.65 +39.2%
236 IWM ISHARES TR 8,760.0 $2.2M 0.03% +147.0 +1.7% $248.00 +19.2%
237 EME EMCOR GROUP INC Industrials 2,939.0 $2.2M 0.03% +321.0 +12.3% $738.31 +13.3%
238 LMT LOCKHEED MARTIN CORP Industrials 3,584.0 $2.2M 0.03% -20.0 -0.6% $604.44 -15.5%
239 FESM FIDELITY COVINGTON TRUST 56,923.0 $2.2M 0.03% +27K +91.1% $38.00 +23.1%
240 SLYV SPDR SERIES TRUST 22,517.0 $2.1M 0.03% -723.0 -3.1% $94.58 +12.9%
Page 12 of 34  ·  677 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%