Valmark Advisers, Inc. Holdings & Portfolio - 13F Filings Analysis - Stocknear

Valmark Advisers, Inc.

CIK Number: 0001380443

7.19B
Market Value
629
# of Holdings
16 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: Jul 23, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 VEA Vanguard Develo...
60.66
+0.43% 11.46M -2.36% 653.48M 42.29 9.09% Share
2 SPYG SPDR Portfolio ...
103.72
-0.49% 4.59M -3.21% 437.73M 41.5 6.09% Share
3 SPYV SPDR Portfolio ...
54.84
-0.83% 8.27M +4.11% 432.94M 32.85 6.02% Share
4 SPMD SPDR Portfolio ...
56.39
-1.23% 6.64M +4.31% 361.3M 33.16 5.03% Share
5 VOO Vanguard S&P 50...
607.40
-0.66% 558.65K -0.93% 317.33M 289.41 4.42% Share
6 VTIP Vanguard Short-...
50.17
+0.12% 6.14M +2.30% 308.55M 48.9 4.29% Share
7 SPSM SPDR Portfolio ...
45.92
-1.23% 6.26M +7.11% 266.82M 30.67 3.71% Share
8 SPSB SPDR Portfolio ...
30.30
+0.08% 8.02M +3.70% 242.24M 30.3 3.37% Share
9 VWO Vanguard Emergi...
54.52
+0.34% 4.29M -0.47% 212.39M 41.42 2.96% Share
10 SPTM SPDR Portfolio ...
79.95
-0.7% 2.74M +3.14% 205.28M 55.93 2.86% Share
11 VGIT Vanguard Interm...
60.52
+0.36% 2.89M +3.83% 172.77M 59.99 2.40% Share
12 HYLB Xtrackers USD H...
36.80
-0.28% 4.66M +3.28% 171.98M 38.55 2.39% Share
13 REET iShares Global ...
25.48
-0.06% 5.82M +1.80% 143.68M 23.09 2.00% Share
14 USIG iShares Broad U...
52.52
+0.23% 2.78M +3.31% 142.98M 52.8 1.99% Share
15 GUNR FlexShares Morn...
43.92
+0.15% 3.49M +0.96% 139.95M 33.92 1.95% Share
16 BSV Vanguard Short-...
79.19
+0.20% 1.41M +4.33% 110.87M 79.07 1.54% Share
17 EMXC iShares MSCI Em...
70.28
+0.76% 1.72M -1.07% 108.6M 53.31 1.51% Share
18 EMLC VanEck J.P. Mor...
25.52
+0.35% 4.11M +2.15% 104.09M 29.54 1.45% Share
19 LQD iShares iBoxx $...
112.39
+0.26% 804.3K +2.15% 88.16M 115.92 1.23% Share
20 VGSH Vanguard Short-...
58.95
+0.15% 1.27M +0.80% 74.86M 59.83 1.04% Share
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