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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 7 of 34  ·  677 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 VOOG VANGUARD ADMIRAL FDS INC 14,627.0 $6.0M 0.07% +5K +51.6% $407.69 -79.6%
122 JNJ JOHNSON & JOHNSON Healthcare 23,705.0 $5.8M 0.07% -122.0 -0.5% $244.44 -6.6%
123 IWD ISHARES TR 26,627.0 $5.7M 0.07% +528.0 +2.0% $213.67 +13.3%
124 SCHF SCHWAB STRATEGIC TR 227,231.0 $5.6M 0.07% -191K -45.7% $24.75 +14.1%
125 SCHX SCHWAB STRATEGIC TR 216,516.0 $5.6M 0.07% $25.64 +15.0%
126 CWI SPDR INDEX SHS FDS 150,801.0 $5.5M 0.07% +6K +4.2% $36.59 +12.6%
127 JAAA JANUS DETROIT STR TR 107,771.0 $5.4M 0.06% +22K +25.1% $50.37 +0.5%
128 FUTY FIDELITY COVINGTON TRUST 91,376.0 $5.4M 0.06% $59.07 -2.7%
129 CGBL CAPITAL GROUP CORE BALANCED 155,985.0 $5.4M 0.06% +37K +31.6% $34.41 +10.6%
130 MCD MCDONALDS CORP Consumer Cyclical 17,248.0 $5.4M 0.06% $310.79 -10.4%
131 XLK SELECT SECTOR SPDR TR 40,056.0 $5.3M 0.06% -7K -14.9% $132.90 +44.0%
132 LLY ELI LILLY & CO Healthcare 5,774.0 $5.3M 0.06% +179.0 +3.2% $919.70 +19.4%
133 HYG ISHARES TR 66,705.0 $5.3M 0.06% +1K +1.6% $79.56 +0.6%
134 IVOO VANGUARD ADMIRAL FDS INC 45,224.0 $5.2M 0.06% +13K +41.8% $114.32 +12.4%
135 CGIE CAPITAL GROUP INTERNATIONAL 152,375.0 $5.2M 0.06% +41K +37.1% $33.82 +9.7%
136 EFG ISHARES TR 46,134.0 $5.1M 0.06% +396.0 +0.9% $111.37 +12.3%
137 IEFA ISHARES TR 56,246.0 $5.1M 0.06% +8K +16.5% $90.53 +7.5%
138 FPE FIRST TR EXCH TRADED FD III 285,818.0 $5.1M 0.06% +11K +3.8% $17.75 +1.4%
139 XT ISHARES TR 74,418.0 $5.1M 0.06% +3K +3.9% $68.15 +20.7%
140 IYW ISHARES TR 27,378.0 $5.0M 0.06% +3K +10.3% $181.42 +39.8%
Page 7 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%