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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 22 of 34  ·  677 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 VPU VANGUARD WORLD FD 3,231.0 $640K 0.01% -302.0 -8.6% $198.14 -2.1%
422 CLS CELESTICA INC Technology 2,267.0 $639K 0.01% +1K +79.5% $281.68 +32.3%
423 CNI CANADIAN NATL RY CO Industrials 6,204.0 $638K 0.01% $102.77 +10.4%
424 WMB WILLIAMS COS INC Energy 8,705.0 $634K 0.01% +2K +24.1% $72.78 +0.5%
425 XLRE SELECT SECTOR SPDR TR 15,493.0 $633K 0.01% +516.0 +3.5% $40.83 +7.4%
426 MINT PIMCO ETF TR 6,258.0 $629K 0.01% +1K +26.7% $100.57 +0.1%
427 FLHY FRANKLIN TEMPLETON ETF TR 25,836.0 $624K 0.01% -739.0 -2.8% $24.14 +0.6%
428 PYLD PIMCO ETF TR 23,691.0 $621K 0.01% +8K +52.1% $26.20 +1.0%
429 IBDX ISHARES TR 24,416.0 $617K 0.01% +5K +26.9% $25.27 -0.7%
430 XHLF BONDBLOXX ETF TRUST 12,076.0 $608K 0.01% +2K +20.2% $50.33 -0.2%
431 URI UNITED RENTALS INC Industrials 834.0 $608K 0.01% -30.0 -3.5% $728.56 +47.8%
432 PSLV SPROTT ASSET MANAGEMENT LP Financial Services 24,669.0 $602K 0.01% +10K +63.5% $24.39 -13.9%
433 DLN WISDOMTREE TR 6,707.0 $599K 0.01% +922.0 +15.9% $89.34 +7.7%
434 MDYG SPDR SERIES TRUST 6,215.0 $596K 0.01% $95.96 +15.2%
435 WELL WELLTOWER INC Real Estate 2,990.0 $591K 0.01% $197.71 +4.5%
436 AIQ GLOBAL X FDS 12,545.0 $585K 0.01% +3K +31.8% $46.67 +43.1%
437 AOA ISHARES TR 6,599.0 $584K 0.01% +1K +24.9% $88.49 +11.0%
438 FTSM FIRST TR EXCHANGE-TRADED FD 9,733.0 $582K 0.01% -2K -14.3% $59.78 +0.2%
439 ES EVERSOURCE ENERGY Utilities 8,375.0 $580K 0.01% $69.28 +0.4%
440 SGOL ETFS GOLD TR Financial Services 12,910.0 $576K 0.01% $44.62 -10.0%
Page 22 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%