Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Valmark Advisers, Inc. (CIK 1380443) reported $8.42B across 672 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VEA ($778.6M, 9.25%), SPYV ($509.0M, 6.05%), SPYG ($478.2M, 5.68%), SPMD ($427.3M, 5.08%), VTIP ($353.3M, 4.20%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | $778.6M | 9.25% | 12.2M | Added |
| 2 | SPYV | SPDR SERIES TRUST | $509.0M | 6.05% | 9.0M | Added |
| 3 | SPYG | SPDR SERIES TRUST | $478.2M | 5.68% | 4.9M | Added |
| 4 | SPMD | SPDR SERIES TRUST | $427.3M | 5.08% | 7.2M | Added |
| 5 | VTIP | VANGUARD MALVERN FDS | $353.3M | 4.20% | 7.1M | Added |
| 6 | VOO | VANGUARD INDEX FDS | $299.8M | 3.56% | 501,676 | Trimmed |
| 7 | SPSB | SPDR SERIES TRUST | $274.5M | 3.26% | 9.1M | Added |
| 8 | SPSM | SPDR SERIES TRUST | $261.5M | 3.11% | 5.4M | Added |
| 9 | VWO | VANGUARD INTL EQUITY INDEX F | $248.6M | 2.95% | 4.6M | Added |
| 10 | SPTM | SPDR SERIES TRUST | $232.4M | 2.76% | 2.9M | Added |
| 11 | GUNR | FLEXSHARES TR | $188.9M | 2.24% | 3.4M | Trimmed |
| 12 | VGIT | VANGUARD SCOTTSDALE FDS | $186.9M | 2.22% | 3.1M | Added |
| 13 | REET | ISHARES TR | $163.0M | 1.94% | 6.5M | Added |
| 14 | USIG | ISHARES TR | $154.5M | 1.84% | 3.0M | Added |
| 15 | EMXC | ISHARES INC | $141.2M | 1.68% | 1.8M | Added |
| 16 | BSV | VANGUARD BD INDEX FDS | $126.3M | 1.50% | 1.6M | Added |
| 17 | HYLB | DBX ETF TR | $120.4M | 1.43% | 3.3M | Added |
| 18 | EMLC | VANECK ETF TRUST | $114.1M | 1.36% | 4.5M | Added |
| 19 | SMLF | ISHARES TR | $100.8M | 1.20% | 1.3M | Added |
| 20 | LQD | ISHARES TR | $97.2M | 1.15% | 891,382 | Added |
| 21 | SCHD | SCHWAB STRATEGIC TR | $81.8M | 0.97% | 2.7M | Added |
| 22 | VMBS | VANGUARD SCOTTSDALE FDS | $74.7M | 0.89% | 1.6M | Added |
| 23 | CGDG | CAPITAL GROUP DIVIDEND GROWE | $74.6M | 0.89% | 2.1M | Added |
| 24 | VGSH | VANGUARD SCOTTSDALE FDS | $73.8M | 0.88% | 1.3M | Trimmed |
| 25 | HYBB | ISHARES TR | $71.2M | 0.85% | 1.5M | Added |
Source: SEC Form 13F filings · as of 2026-03-31