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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 30 of 34  ·  677 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 CMCSA COMCAST CORP NEW Communication Services 10,289.0 $295K 0.00% -607.0 -5.6% $28.71 -21.9%
582 VRT VERTIV HOLDINGS CO Industrials 1,178.0 $295K 0.00% NEW $250.60 +32.9%
583 SHE SPDR SERIES TRUST 2,292.0 $293K 0.00% -40.0 -1.7% $127.81 +21.3%
584 ITA ISHARES TR 1,333.0 $292K 0.00% +138.0 +11.6% $218.75 +9.3%
585 FHN FIRST HORIZON CORPORATION Financial Services 12,798.0 $291K 0.00% NEW $22.76 +9.0%
586 DVN DEVON ENERGY CORP NEW Energy 5,783.0 $291K 0.00% $50.32 -16.3%
587 IYE ISHARES TR 4,485.0 $291K 0.00% +92.0 +2.1% $64.77 -12.4%
588 IYG ISHARES TR 3,495.0 $290K 0.00% -24.0 -0.7% $82.84 +9.4%
589 SHV ISHARES TR 2,615.0 $289K 0.00% NEW $110.38 -0.1%
590 VCIT VANGUARD SCOTTSDALE FDS 3,474.0 $287K 0.00% NEW $82.74 -0.3%
591 AMP AMERIPRISE FINL INC Financial Services 643.0 $286K 0.00% $444.55 +5.1%
592 VV VANGUARD INDEX FDS 948.0 $283K 0.00% -9.0 -0.9% $298.85 +15.4%
593 PANW PALO ALTO NETWORKS INC Technology 1,766.0 $283K 0.00% -581.0 -24.8% $160.32 +79.5%
594 IYT ISHARES TR 3,774.0 $282K 0.00% $74.60 +12.5%
595 PSA PUBLIC STORAGE OPER CO Real Estate 1,032.0 $280K 0.00% NEW $270.89 +17.4%
596 PNOV INNOVATOR ETFS TRUST 6,823.0 $279K 0.00% -1K -13.6% $40.86 +8.4%
597 SPLV INVESCO EXCH TRADED FD TR II 3,775.0 $276K 0.00% -573.0 -13.2% $73.14 -0.1%
598 ESML ISHARES TR 5,842.0 $275K 0.00% +465.0 +8.7% $47.02 +15.9%
599 IGRO ISHARES TR 3,272.0 $274K 0.00% $83.78 +4.8%
600 BSCU INVESCO EXCH TRD SLF IDX FD 16,281.0 $272K 0.00% +4K +27.6% $16.72 -0.3%
Page 30 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%