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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 27 of 34  ·  677 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 OWL PUT BLUE OWL CAPITAL INC Financial Services 43,200.0 $394K 0.01% +18K +72.8% $9.13 +4.4%
522 EUSB ISHARES TR 9,066.0 $394K 0.01% $43.50 -0.2%
523 CMDY ISHARES U S ETF TR 6,605.0 $392K 0.01% +360.0 +5.8% $59.42 -4.3%
524 IWS ISHARES TR 2,688.0 $392K 0.01% -20.0 -0.7% $145.74 +11.8%
525 TIP ISHARES TR 3,541.0 $391K 0.01% +152.0 +4.5% $110.36 -0.9%
526 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 2,480.0 $390K 0.01% $157.28 -14.9%
527 PH PARKER-HANNIFIN CORP Industrials 435.0 $389K 0.01% -21.0 -4.6% $895.24 +6.5%
528 NOC NORTHROP GRUMMAN CORP Industrials 569.0 $388K 0.01% +179.0 +45.9% $682.26 -23.6%
529 MO ALTRIA GROUP INC Consumer Defensive 5,875.0 $388K 0.01% +1K +21.3% $65.99 +4.8%
530 IVOV VANGUARD ADMIRAL FDS INC 3,802.0 $388K 0.01% +77.0 +2.1% $101.95 +9.8%
531 GM GENERAL MTRS CO Consumer Cyclical 5,195.0 $387K 0.01% +3K +98.7% $74.50 +6.4%
532 TARS TARSUS PHARMACEUTICALS INC Healthcare 5,500.0 $386K 0.01% $70.15 -10.0%
533 FEX FIRST TR EXCHANGE-TRADED ALP 3,138.0 $383K 0.01% $121.93 +13.1%
534 FTA FIRST TR EXCHANGE-TRADED ALP 4,143.0 $383K 0.01% $92.35 +2.9%
535 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 1,291.0 $378K 0.00% $292.75 +32.7%
536 CTVA CORTEVA INC Basic Materials 4,504.0 $377K 0.00% +172.0 +4.0% $83.71 -6.1%
537 CIEN CIENA CORP Technology 964.0 $374K 0.00% NEW $388.23 +10.3%
538 ATRC ATRICURE INC Healthcare 13,080.0 $373K 0.00% NEW $28.53 +0.9%
539 PJUN INNOVATOR ETFS TRUST 8,905.0 $372K 0.00% -4K -31.8% $41.83 +3.4%
540 MGV VANGUARD WORLD FD 2,546.0 $369K 0.00% +99.0 +4.0% $144.95 +11.9%
Page 27 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%