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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 16 of 34  ·  677 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 DSI ISHARES TR 11,320.0 $1.4M 0.02% +1K +12.6% $121.19 +17.0%
302 DE DEERE & CO Industrials 2,435.0 $1.4M 0.02% -30.0 -1.2% $563.26 +4.6%
303 CINF CINCINNATI FINL CORP Financial Services 8,570.0 $1.3M 0.02% +92.0 +1.1% $157.35 +8.2%
304 PLTR PALANTIR TECHNOLOGIES INC Technology 9,212.0 $1.3M 0.02% -223.0 -2.4% $146.28 -12.2%
305 AVEM AMERICAN CENTY ETF TR 16,648.0 $1.3M 0.02% -1K -7.8% $80.58 +23.7%
306 BLK BLACKROCK INC Financial Services 1,389.0 $1.3M 0.02% -7.0 -0.5% $961.36 +9.2%
307 SCHH SCHWAB STRATEGIC TR 61,676.0 $1.3M 0.02% -1K -2.2% $21.49 +8.8%
308 FDLS NORTHERN LTS FD TR IV 35,830.0 $1.3M 0.02% +558.0 +1.6% $36.94 +12.3%
309 KLAC KLA CORP Technology 893.0 $1.3M 0.02% +72.0 +8.8% $1472.20 -82.4%
310 VZ VERIZON COMMUNICATIONS INC Communication Services 26,095.0 $1.3M 0.02% $50.20 -9.6%
311 IWB ISHARES TR 3,665.0 $1.3M 0.02% $356.52 +14.6%
312 AAPL CALL APPLE INC Technology 5,100.0 $1.3M 0.01% NEW $253.79 +17.4%
313 FLOT ISHARES TR 25,217.0 $1.3M 0.01% -1K -4.3% $50.95 +0.1%
314 CSX CSX CORP Industrials 31,110.0 $1.3M 0.01% +254.0 +0.8% $41.05 +11.2%
315 SO SOUTHERN CO Utilities 13,166.0 $1.3M 0.01% -1K -8.3% $96.52 -3.6%
316 VSGX VANGUARD WORLD FD 17,677.0 $1.3M 0.01% +3K +20.8% $71.73 +16.4%
317 DIS DISNEY WALT CO Communication Services 12,827.0 $1.2M 0.01% +417.0 +3.4% $96.38 +7.8%
318 VANGUARD CALIF TAX FREE FDS 12,445.0 $1.2M 0.01% +5K +59.1% $99.08
319 IDXX IDEXX LABS INC Healthcare 2,188.0 $1.2M 0.01% +260.0 +13.5% $561.89 +0.0%
320 BSY BENTLEY SYS INC Technology 34,965.0 $1.2M 0.01% $35.12 -16.3%
Page 16 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%