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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 18 of 34  ·  677 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 AFG AMERICAN FINANCIAL GROUP INC Financial Services 8,307.0 $1.1M 0.01% +85.0 +1.0% $127.70 +4.1%
342 HON HONEYWELL INTL INC Industrials 4,673.0 $1.1M 0.01% -97.0 -2.0% $226.01 +1.3%
343 ULST SSGA ACTIVE ETF TR 26,019.0 $1.1M 0.01% -679.0 -2.5% $40.50 -0.3%
344 WEC WEC ENERGY GROUP INC Utilities 9,089.0 $1.1M 0.01% $115.77 -3.1%
345 GLW CORNING INC Technology 7,653.0 $1.0M 0.01% +146.0 +1.9% $135.97 +43.4%
346 ORCL ORACLE CORP Technology 7,036.0 $1.0M 0.01% -945.0 -11.8% $147.12 +25.3%
347 TOTL SSGA ACTIVE ETF TR 26,014.0 $1.0M 0.01% +5K +23.8% $39.73 -0.9%
348 NKE NIKE INC Consumer Cyclical 19,289.0 $1.0M 0.01% -2K -7.8% $52.82 -14.4%
349 IGE ISHARES TR 15,940.0 $1.0M 0.01% -2K -8.8% $62.94 -8.7%
350 PMAY INNOVATOR ETFS TRUST 25,069.0 $1.0M 0.01% -10K -27.7% $39.94 +3.5%
351 BUFD FIRST TR EXCHNG TRADED FD VI 35,488.0 $994K 0.01% +16K +84.6% $28.00 +6.0%
352 VFH VANGUARD WORLD FD 8,146.0 $984K 0.01% +311.0 +4.0% $120.81 +8.8%
353 NOW SERVICENOW INC Technology 9,382.0 $981K 0.01% +57.0 +0.6% $104.55 -9.1%
354 CALI BLACKROCK ETF TRUST II 19,390.0 $978K 0.01% +5K +30.4% $50.43 +0.1%
355 T AT&T INC Communication Services 33,534.0 $972K 0.01% +647.0 +2.0% $28.99 -24.1%
356 SHOP SHOPIFY INC Technology 8,098.0 $961K 0.01% -293.0 -3.5% $118.62 -8.2%
357 SPIB SPDR SERIES TRUST 28,563.0 $958K 0.01% +1K +4.6% $33.54 -0.4%
358 FIRST TR EXCHNG TRADED FD VI 31,510.0 $955K 0.01% $30.32
359 NFLT ETFIS SER TR I 41,983.0 $955K 0.01% +3K +7.3% $22.75 +1.2%
360 CL COLGATE PALMOLIVE CO Consumer Defensive 10,985.0 $936K 0.01% +764.0 +7.5% $85.23 +5.0%
Page 18 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%